News + Filings Holdings
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BKD Wealth Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| TLT | OPTION | 0 | -122,347 | 0 | -12,180,846,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| BIL | Common | 0 | -14,282 | 0 | -1,306,375,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CANADIAN PACIFIC KANSAS CITY LTD/CN
| CP | Common | 0 | -14,786 | 0 | -1,102,888,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Phillips Edison & Company, Inc.
| PECO | Common | 0 | -15,109 | 0 | -481,071,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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STEEL PARTNERS HOLDINGS L.P.
| SPLP | Common | 0 | -9,255 | 0 | -396,114,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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UMB FINANCIAL CORP
| UMBF | Common | 0 | -4,325 | 0 | -361,224,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SUB | Common | 0 | -2,936 | 0 | -306,137,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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QUEST DIAGNOSTICS INC
| DGX | Common | 0 | -1,934 | 0 | -302,555,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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HF Sinclair Corp
| DINO | COM | 0 | -5,775 | 0 | -299,665,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BlackRock Funds III
| CSJ | Common | 0 | -5,568 | 0 | -277,407,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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LIN Media LLC
| LIN | COMMON STOCK | 0 | -846 | 0 | -275,948,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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General Motors Co
| GM | Common | 0 | -7,860 | 0 | -264,410,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Lumentum Holdings Inc.
| LITE | COM | 0 | -5,000 | 0 | -260,850,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PARK NATIONAL CORP /OH/
| PRK | Common | 0 | -1,791 | 0 | -252,083,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Corteva, Inc.
| CTVA | Common Stock | 0 | -4,248 | 0 | -249,697,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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KIMBALL INTERNATIONAL INC
| KBALB | Common | 0 | -36,198 | 0 | -235,288,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST HORIZON CORP
| FHN | Common | 0 | -9,583 | 0 | -234,784,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Value ETF
| VBR | common | 0 | -1,425 | 0 | -226,301,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JMST | Common | 0 | -4,432 | 0 | -223,971,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BLACK HILLS CORP /SD/
| BKH | COM | 0 | -3,179 | 0 | -223,643,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DuPont de Nemours, Inc.
| DD | Common Stock | 0 | -3,153 | 0 | -216,391,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Steel Connect, Inc.
| STCN | COM NEW | 0 | -151,272 | 0 | -216,319,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NEW JERSEY RESOURCES CORP
| NJR | COM | 0 | -4,213 | 0 | -209,051,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Hanesbrands Inc.
| HBI | Common | 0 | -30,000 | 0 | -190,800,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Alector, Inc.
| ALEC | Common | 0 | -10,000 | 0 | -92,300,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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