$299 Million is the total value of SUNFLOWER BANK, NA WEALTH MANAGEMENT's 172 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UBX | Exit | UNITY BIOTECHNOLOGY INC COM | $0 | – | -20,000 | -100.0% | -0.06% | – |
| AMLP | Exit | ALPS ETF TR ALERIAN MLPetf - equity | $0 | – | -9,131 | -100.0% | -0.08% | – |
| USB | Exit | US BANCORP | $0 | – | -6,750 | -100.0% | -0.08% | – |
| IEI | Exit | ISHARES BARCLAYS 3-7 YEAR TREASURY BOND FD | $0 | – | -1,955 | -100.0% | -0.09% | – |
| VRP | Exit | INVESCO EXCHANGE-TRADED FD TVAR RATE PFD | $0 | – | -12,160 | -100.0% | -0.10% | – |
| IWO | Exit | ISHARES RUSSELL 2000 GROWTHetf - equity | $0 | – | -1,875 | -100.0% | -0.13% | – |
| IVE | Exit | ISHARES S&P 500 VALUE INDEX FUNDetf - equity | $0 | – | -3,945 | -100.0% | -0.14% | – |
| IJH | Exit | ISHARES TR CORE S&P MID CAP ETFetf - equity | $0 | – | -2,450 | -100.0% | -0.15% | – |
| XLP | Exit | CONSUMER STAPLES SPDRetf - equity | $0 | – | -9,000 | -100.0% | -0.18% | – |
| SHYG | Exit | ISHARES TRUST 0-5YR HIGH YLDCORP BD ETF | $0 | – | -16,100 | -100.0% | -0.23% | – |
| IWB | Exit | ISHARES RUSSELL 1000 INDEX FUNDetf - equity | $0 | – | -5,000 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 30 | Q3 2020 | 28.0% |
| BERKSHIRE HATHAWAY INC CL A | 30 | Q3 2020 | 18.3% |
| PROCTER & GAMBLE CO | 30 | Q3 2020 | 7.2% |
| ISHARES TR CORE TOTAL US BOND MKT ETF | 30 | Q3 2020 | 9.0% |
| ABBOTT LABORATORIES | 30 | Q3 2020 | 4.3% |
| COCA-COLA CO | 30 | Q3 2020 | 2.4% |
| EXXON MOBIL CORP | 30 | Q3 2020 | 3.3% |
| GENERAL ELECTRIC CO | 30 | Q3 2020 | 3.1% |
| TECHNOLOGY SELECT SECTOR SPDR FUND | 30 | Q3 2020 | 3.1% |
| ISHARES CORE S&P SMALL CAP ETF | 30 | Q3 2020 | 2.7% |
View SUNFLOWER BANK, NA WEALTH MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-10-23 |
| 13F-HR/A | 2020-08-06 |
| 13F-HR | 2020-07-31 |
| 13F-HR | 2020-05-07 |
| 13F-HR | 2020-02-06 |
| 13F-HR | 2019-11-06 |
| 13F-HR | 2019-07-19 |
| 13F-HR | 2019-04-24 |
| 13F-HR/A | 2019-02-04 |
| 13F-HR | 2019-01-31 |
View SUNFLOWER BANK, NA WEALTH MANAGEMENT's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.