$613 Million is the total value of Frontier Wealth Management LLC's 289 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 27.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Buy | APPLE INC | $31,288,000 | +34.9% | 123,041 | +55.8% | 5.11% | +37.3% |
BAC | Sell | BK OF AMERICA CORP | $27,666,000 | -41.7% | 1,303,136 | -3.3% | 4.52% | -40.7% |
MSFT | Buy | MICROSOFT CORP | $22,371,000 | +123.6% | 141,848 | +123.6% | 3.65% | +127.6% |
GPRK | Buy | GEOPARK LTD | $22,343,000 | -67.6% | 3,160,205 | +1.4% | 3.65% | -67.0% |
GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $17,243,000 | +121.3% | 748,379 | +181.2% | 2.81% | +125.3% |
PG | Buy | PROCTER & GAMBLE CO | $16,986,000 | +7.9% | 154,414 | +22.5% | 2.77% | +9.8% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $13,017,000 | +85.1% | 212,520 | +132.2% | 2.12% | +88.5% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $11,756,000 | +6.5% | 64,298 | +31.9% | 1.92% | +8.4% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $9,372,000 | +152.7% | 8,066 | +191.3% | 1.53% | +157.0% |
AMGN | Buy | AMGEN INC | $8,714,000 | +31.0% | 42,982 | +55.7% | 1.42% | +33.3% |
SPMD | Buy | SPDR SER TRportfolio s&p400 | $8,613,000 | +91.4% | 340,031 | +173.7% | 1.41% | +94.7% |
SBUX | Buy | STARBUCKS CORP | $8,109,000 | -13.5% | 123,349 | +15.7% | 1.32% | -12.0% |
T | Buy | AT&T INC | $7,768,000 | +36.4% | 266,489 | +82.8% | 1.27% | +38.9% |
JNJ | Buy | JOHNSON & JOHNSON | $7,711,000 | +209.7% | 58,804 | +244.5% | 1.26% | +215.3% |
AMZN | Buy | AMAZON COM INC | $7,366,000 | +202.3% | 3,778 | +186.4% | 1.20% | +207.4% |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $7,280,000 | -31.2% | 27,694 | -1.8% | 1.19% | -30.0% |
V | Buy | VISA INC | $6,983,000 | +61.5% | 43,340 | +88.3% | 1.14% | +64.5% |
JPM | Buy | JPMORGAN CHASE & CO | $6,946,000 | +25.0% | 77,149 | +93.6% | 1.13% | +27.2% |
CSCO | Buy | CISCO SYS INC | $6,577,000 | +58.9% | 167,312 | +93.9% | 1.07% | +61.6% |
GOOG | Buy | ALPHABET INCcap stk cl c | $6,465,000 | -3.4% | 5,560 | +11.0% | 1.06% | -1.8% |
JPUS | Sell | J P MORGAN EXCHANGE-TRADED Fjpmorgan diver | $6,428,000 | -53.3% | 109,627 | -36.6% | 1.05% | -52.5% |
FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $6,260,000 | +133.8% | 131,437 | +220.1% | 1.02% | +138.2% |
NKE | Buy | NIKE INCcl b | $6,255,000 | -12.1% | 75,595 | +7.6% | 1.02% | -10.5% |
VRSN | Buy | VERISIGN INC | $6,215,000 | +14.8% | 34,509 | +22.9% | 1.01% | +16.8% |
EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $6,138,000 | +68.5% | 345,002 | +141.4% | 1.00% | +71.6% |
SPSM | Buy | SPDR SER TRportfolio s&p600 | $6,120,000 | +32.0% | 280,232 | +97.3% | 1.00% | +34.5% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $6,063,000 | +5.4% | 21,380 | +20.7% | 0.99% | +7.3% |
COST | Buy | COSTCO WHSL CORP NEW | $6,010,000 | +2.1% | 21,077 | +5.2% | 0.98% | +3.9% |
DSI | Buy | ISHARES TRmsci kld400 soc | $5,894,000 | -13.5% | 60,515 | +6.6% | 0.96% | -12.0% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $5,651,000 | +228.0% | 165,565 | +331.2% | 0.92% | +234.1% |
SCHW | Buy | SCHWAB CHARLES CORP | $5,587,000 | +234.6% | 166,188 | +373.3% | 0.91% | +240.3% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $5,554,000 | +261.6% | 232,014 | +373.4% | 0.91% | +268.3% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $5,490,000 | +42.0% | 98,488 | +63.5% | 0.90% | +44.5% |
DIS | Sell | DISNEY WALT CO | $5,028,000 | -46.3% | 52,049 | -19.7% | 0.82% | -45.4% |
IVV | Sell | ISHARES TRcore s&p500 etf | $4,953,000 | -38.6% | 19,167 | -23.2% | 0.81% | -37.6% |
HD | Buy | HOME DEPOT INC | $4,906,000 | +23.4% | 26,278 | +44.4% | 0.80% | +25.7% |
PEP | Buy | PEPSICO INC | $4,821,000 | +16.2% | 40,142 | +32.3% | 0.79% | +18.3% |
JPIN | Sell | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $4,805,000 | -56.2% | 111,113 | -42.1% | 0.78% | -55.4% |
CELC | Buy | CELCUITY INC | $4,762,000 | -38.0% | 732,606 | +1.5% | 0.78% | -36.9% |
INTC | Buy | INTEL CORP | $4,735,000 | +28.9% | 87,490 | +42.6% | 0.77% | +31.2% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $4,725,000 | +93.1% | 162,585 | +299.0% | 0.77% | +96.7% |
MDT | Buy | MEDTRONIC PLC | $4,650,000 | +183.9% | 51,564 | +257.2% | 0.76% | +188.6% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $4,343,000 | -25.0% | 30,189 | +7.3% | 0.71% | -23.6% |
MA | Buy | MASTERCARD INCcl a | $4,310,000 | +1.4% | 17,843 | +25.4% | 0.70% | +3.2% |
FB | Buy | FACEBOOK INCcl a | $4,287,000 | +115.4% | 25,704 | +165.1% | 0.70% | +119.4% |
NDSN | New | NORDSON CORP | $4,261,000 | – | 31,545 | +100.0% | 0.70% | – |
UMBF | Sell | UMB FINL CORP | $3,708,000 | -62.2% | 79,945 | -44.1% | 0.60% | -61.6% |
SPGI | Buy | S&P GLOBAL INC | $3,648,000 | +125.3% | 14,885 | +151.1% | 0.60% | +128.8% |
CERN | Buy | CERNER CORP | $3,548,000 | -14.0% | 56,334 | +0.2% | 0.58% | -12.5% |
CVS | Buy | CVS HEALTH CORP | $3,473,000 | +164.1% | 58,531 | +230.7% | 0.57% | +168.7% |
KO | Buy | COCA COLA CO | $3,470,000 | +18.9% | 78,410 | +48.8% | 0.57% | +20.9% |
SPOT | Buy | SPOTIFY TECHNOLOGY S A | $3,455,000 | +25.3% | 28,452 | +54.4% | 0.56% | +27.6% |
XOM | Buy | EXXON MOBIL CORP | $3,338,000 | -14.1% | 87,910 | +57.9% | 0.54% | -12.5% |
FAST | Sell | FASTENAL CO | $3,319,000 | -29.9% | 106,200 | -17.2% | 0.54% | -28.7% |
ETO | Buy | EATON VANCE TX ADV GLB DIV O | $3,294,000 | +61.5% | 208,720 | +176.8% | 0.54% | +64.5% |
FYX | Buy | FIRST TR SML CP CORE ALPHA F | $3,190,000 | +90.4% | 77,551 | +200.6% | 0.52% | +93.7% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $3,178,000 | +9.5% | 59,156 | +25.2% | 0.52% | +11.6% |
IWM | Buy | ISHARES TRrussell 2000 etf | $3,123,000 | -28.9% | 27,288 | +3.0% | 0.51% | -27.6% |
EVRG | Buy | EVERGY INC | $3,021,000 | +99.8% | 54,874 | +136.3% | 0.49% | +103.7% |
PAR | Buy | PAR TECHNOLOGY CORP | $2,738,000 | -9.2% | 212,946 | +117.0% | 0.45% | -7.6% |
WSO | Buy | WATSCO INC | $2,740,000 | +230.5% | 17,341 | +277.0% | 0.45% | +236.1% |
ABBV | Buy | ABBVIE INC | $2,731,000 | +270.1% | 35,845 | +330.3% | 0.45% | +278.0% |
MMM | Buy | 3M CO | $2,637,000 | +3.6% | 19,319 | +33.9% | 0.43% | +5.4% |
AMT | Buy | AMERICAN TOWER CORP NEW | $2,634,000 | +218.5% | 12,098 | +236.2% | 0.43% | +223.3% |
MCD | Sell | MCDONALDS CORP | $2,630,000 | -35.5% | 15,904 | -22.9% | 0.43% | -34.4% |
PLNT | Buy | PLANET FITNESS INCcl a | $2,626,000 | +1046.7% | 53,927 | +1657.2% | 0.43% | +1059.5% |
JPEM | Sell | J P MORGAN EXCHANGE-TRADED Fdiv rtn em eqt | $2,580,000 | -46.6% | 64,984 | -23.3% | 0.42% | -45.6% |
GILD | Buy | GILEAD SCIENCES INC | $2,526,000 | +26.7% | 33,782 | +10.1% | 0.41% | +28.8% |
IWB | Buy | ISHARES TRrus 1000 etf | $2,435,000 | -17.6% | 17,202 | +3.9% | 0.40% | -16.2% |
LMT | Buy | LOCKHEED MARTIN CORP | $2,426,000 | +3.3% | 7,157 | +18.7% | 0.40% | +5.0% |
WFC | Buy | WELLS FARGO CO NEW | $2,334,000 | -44.5% | 81,324 | +4.0% | 0.38% | -43.6% |
CFB | Buy | CROSSFIRST BANKSHARES INC | $2,328,000 | +125.1% | 277,144 | +286.5% | 0.38% | +128.9% |
WMT | Buy | WALMART INC | $2,316,000 | +7.5% | 20,386 | +12.5% | 0.38% | +9.6% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $2,299,000 | +545.8% | 76,007 | +706.9% | 0.38% | +557.9% |
INCY | Buy | INCYTE CORP | $2,208,000 | +74.8% | 30,150 | +108.5% | 0.36% | +77.3% |
IJR | Buy | ISHARES TRcore s&p scp etf | $2,157,000 | -17.6% | 38,446 | +23.1% | 0.35% | -16.2% |
SYK | Buy | STRYKER CORP | $2,124,000 | +5.0% | 12,759 | +32.5% | 0.35% | +7.1% |
CRM | Buy | SALESFORCE COM INC | $2,116,000 | +245.2% | 14,698 | +289.9% | 0.34% | +252.0% |
DVY | Buy | ISHARES TRselect divid etf | $2,110,000 | -16.6% | 28,686 | +19.8% | 0.34% | -15.3% |
JUST | Buy | GOLDMAN SACHS ETF TRjust us lrg cp | $1,994,000 | -13.0% | 53,700 | +8.5% | 0.32% | -11.4% |
CME | CME GROUP INC | $1,977,000 | -13.9% | 11,433 | 0.0% | 0.32% | -12.2% | |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,966,000 | +21.7% | 7,626 | +51.9% | 0.32% | +23.9% |
PFE | Buy | PFIZER INC | $1,943,000 | +8.8% | 59,513 | +30.6% | 0.32% | +10.8% |
MGPI | Buy | MGP INGREDIENTS INC NEW | $1,925,000 | -25.4% | 71,602 | +34.5% | 0.31% | -24.2% |
BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $1,904,000 | +12.1% | 7 | +40.0% | 0.31% | +14.3% |
CL | Buy | COLGATE PALMOLIVE CO | $1,833,000 | +18.4% | 27,623 | +22.9% | 0.30% | +20.6% |
VSGX | New | VANGUARD WORLD FDesg intl stk etf | $1,806,000 | – | 43,900 | +100.0% | 0.30% | – |
TGT | Buy | TARGET CORP | $1,766,000 | -5.0% | 18,991 | +31.0% | 0.29% | -3.4% |
NVS | Buy | NOVARTIS A Gsponsored adr | $1,745,000 | +34.3% | 21,165 | +54.3% | 0.28% | +37.0% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,739,000 | -30.3% | 42,393 | -8.7% | 0.28% | -29.0% |
BE | Buy | BLOOM ENERGY CORP | $1,583,000 | +12.0% | 302,720 | +60.0% | 0.26% | +13.7% |
UNH | Buy | UNITEDHEALTH GROUP INC | $1,571,000 | -3.4% | 6,300 | +13.8% | 0.26% | -1.9% |
NEE | Buy | NEXTERA ENERGY INC | $1,546,000 | +77.7% | 6,425 | +78.8% | 0.25% | +81.3% |
BA | Buy | BOEING CO | $1,504,000 | -46.4% | 10,084 | +17.1% | 0.24% | -45.6% |
TGTX | Sell | TG THERAPEUTICS INC | $1,493,000 | -31.6% | 151,750 | -22.9% | 0.24% | -30.3% |
MRK | Buy | MERCK & CO. INC | $1,471,000 | -14.9% | 19,118 | +0.5% | 0.24% | -13.4% |
HSIC | New | HENRY SCHEIN INC | $1,425,000 | – | 28,200 | +100.0% | 0.23% | – |
LOW | Buy | LOWES COS INC | $1,393,000 | -18.9% | 16,187 | +12.9% | 0.23% | -17.5% |
JPME | Sell | J P MORGAN EXCHANGE-TRADED Fdiversfed rtrn | $1,382,000 | -45.9% | 27,725 | -23.3% | 0.23% | -44.9% |
FDT | Buy | FIRST TR EXCHANGE TRADED ALPdev mrk ex us | $1,386,000 | -3.7% | 34,805 | +34.6% | 0.23% | -2.2% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,361,000 | +90.9% | 12,272 | +130.9% | 0.22% | +94.7% |
UTX | Buy | UNITED TECHNOLOGIES CORP | $1,339,000 | -8.2% | 14,196 | +45.9% | 0.22% | -6.4% |
UNP | Buy | UNION PAC CORP | $1,322,000 | +10.0% | 9,374 | +41.0% | 0.22% | +11.9% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,230,000 | -27.4% | 47,609 | -5.5% | 0.20% | -26.1% |
FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $1,227,000 | -46.9% | 47,423 | -17.3% | 0.20% | -45.9% |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $1,213,000 | +125.9% | 27,160 | +151.9% | 0.20% | +130.2% |
FDTS | Sell | FIRST TR EXCHANGE TRADED ALPex us sml cp | $1,105,000 | -39.2% | 42,190 | -10.3% | 0.18% | -38.1% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,101,000 | -31.0% | 53,238 | -8.7% | 0.18% | -29.7% |
CAT | Buy | CATERPILLAR INC DEL | $1,068,000 | +43.0% | 9,202 | +81.9% | 0.17% | +45.0% |
AXP | Buy | AMERICAN EXPRESS CO | $1,063,000 | -28.0% | 12,416 | +4.6% | 0.17% | -27.0% |
CVX | Buy | CHEVRON CORP NEW | $1,055,000 | -20.6% | 14,562 | +32.0% | 0.17% | -19.2% |
XSOE | Sell | WISDOMTREE TRem ex st-owned | $1,028,000 | -68.8% | 42,102 | -60.2% | 0.17% | -68.2% |
FEMS | Buy | FIRST TR EXCHANGE TRADED ALPem sml cp alph | $1,019,000 | -34.1% | 40,780 | +4.2% | 0.17% | -33.1% |
LULU | Buy | LULULEMON ATHLETICA INC | $1,014,000 | +59.9% | 5,347 | +95.5% | 0.16% | +61.8% |
EMR | Buy | EMERSON ELEC CO | $1,010,000 | -16.2% | 21,194 | +34.1% | 0.16% | -14.5% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,008,000 | +116.3% | 22,408 | +178.6% | 0.16% | +118.7% |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,004,000 | -45.5% | 7,929 | -31.7% | 0.16% | -44.4% |
COP | Sell | CONOCOPHILLIPS | $998,000 | -54.1% | 32,408 | -3.0% | 0.16% | -53.2% |
NOBL | New | PROSHARES TRs&p 500 dv arist | $963,000 | – | 16,707 | +100.0% | 0.16% | – |
GLD | Buy | SPDR GOLD TRUST | $955,000 | +80.2% | 6,453 | +74.0% | 0.16% | +83.5% |
DBX | Buy | DROPBOX INCcl a | $948,000 | +43.4% | 52,365 | +41.9% | 0.16% | +46.2% |
GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $941,000 | +77.5% | 24,823 | +120.2% | 0.15% | +81.2% |
IWS | Sell | ISHARES TRrus mdcp val etf | $935,000 | -52.5% | 14,586 | -29.7% | 0.15% | -51.4% |
HON | Buy | HONEYWELL INTL INC | $915,000 | -13.4% | 6,842 | +14.5% | 0.15% | -11.8% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $909,000 | +58.6% | 27,101 | +110.5% | 0.15% | +60.9% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $898,000 | +13.1% | 11,226 | +33.6% | 0.15% | +15.7% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $857,000 | -11.2% | 5,192 | +4.2% | 0.14% | -9.7% |
NVDA | Buy | NVIDIA CORP | $845,000 | +39.0% | 3,205 | +24.1% | 0.14% | +42.3% |
ABT | Buy | ABBOTT LABS | $840,000 | +31.0% | 10,650 | +44.3% | 0.14% | +33.0% |
CBSH | Sell | COMMERCE BANCSHARES INC | $836,000 | -26.1% | 16,599 | -0.3% | 0.14% | -24.9% |
WM | Buy | WASTE MGMT INC DEL | $834,000 | +64.8% | 9,011 | +102.9% | 0.14% | +67.9% |
PM | Buy | PHILIP MORRIS INTL INC | $830,000 | -2.0% | 11,374 | +14.3% | 0.14% | -0.7% |
ADBE | Buy | ADOBE INC | $812,000 | +138.8% | 2,551 | +147.4% | 0.13% | +141.8% |
HUM | Sell | HUMANA INC | $809,000 | -15.1% | 2,575 | -1.0% | 0.13% | -13.7% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $809,000 | -49.1% | 10,152 | -40.7% | 0.13% | -48.2% |
VYM | New | VANGUARD WHITEHALL FDShigh div yld | $797,000 | – | 11,267 | +100.0% | 0.13% | – |
ORCL | Buy | ORACLE CORP | $795,000 | +72.5% | 16,442 | +88.8% | 0.13% | +75.7% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $792,000 | -12.5% | 6,018 | +18.5% | 0.13% | -11.0% |
IWF | Buy | ISHARES TRrus 1000 grw etf | $784,000 | +199.2% | 5,202 | +249.8% | 0.13% | +204.8% |
SONO | Buy | SONOS INC | $781,000 | +33.3% | 92,100 | +145.6% | 0.13% | +35.1% |
CLVS | CLOVIS ONCOLOGY INC | $764,000 | -39.0% | 120,174 | 0.0% | 0.12% | -37.8% | |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $763,000 | +17.6% | 12,632 | +49.5% | 0.12% | +20.2% |
VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $762,000 | -34.5% | 22,866 | -13.5% | 0.12% | -33.7% |
FEM | FIRST TR EXCHANGE TRADED ALPemerg mkt alph | $752,000 | -33.7% | 42,755 | 0.0% | 0.12% | -32.4% | |
JPSE | Sell | J P MORGAN EXCHANGE-TRADED Fdiversfd eqt etf | $755,000 | -50.4% | 35,036 | -25.1% | 0.12% | -49.6% |
RDIV | Buy | INVESCO EXCHANGE-TRADED FD Ts&p ultra divide | $749,000 | -28.7% | 32,305 | +21.4% | 0.12% | -27.4% |
ATVI | Buy | ACTIVISION BLIZZARD INC | $733,000 | +83.7% | 12,319 | +83.3% | 0.12% | +87.5% |
DEO | Buy | DIAGEO P L Cspon adr new | $732,000 | +136.9% | 5,760 | +213.7% | 0.12% | +138.0% |
NFLX | Buy | NETFLIX INC | $716,000 | +37.7% | 1,907 | +18.7% | 0.12% | +41.0% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $718,000 | +3.0% | 14,339 | +13.3% | 0.12% | +4.5% |
KMB | Buy | KIMBERLY CLARK CORP | $702,000 | +65.2% | 5,492 | +77.6% | 0.12% | +69.1% |
IWD | New | ISHARES TRrus 1000 val etf | $697,000 | – | 7,028 | +100.0% | 0.11% | – |
MO | Buy | ALTRIA GROUP INC | $685,000 | +37.6% | 17,706 | +77.6% | 0.11% | +40.0% |
PSX | Buy | PHILLIPS 66 | $684,000 | -45.5% | 12,747 | +13.1% | 0.11% | -44.3% |
DUK | Buy | DUKE ENERGY CORP NEW | $685,000 | -2.4% | 8,464 | +9.9% | 0.11% | -0.9% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $656,000 | +5.0% | 7,020 | +31.4% | 0.11% | +7.0% |
DD | Buy | DUPONT DE NEMOURS INC | $647,000 | -5.8% | 18,976 | +77.5% | 0.11% | -3.6% |
FDM | Sell | FIRST TR DOW JONES SELECT MI | $633,000 | -48.0% | 20,203 | -15.5% | 0.10% | -47.2% |
PANW | Buy | PALO ALTO NETWORKS INC | $618,000 | +102.6% | 3,770 | +185.6% | 0.10% | +106.1% |
ORLY | O REILLY AUTOMOTIVE INC NEW | $621,000 | -31.3% | 2,063 | 0.0% | 0.10% | -30.3% | |
CLX | Buy | CLOROX CO DEL | $611,000 | +80.8% | 3,526 | +60.3% | 0.10% | +85.2% |
LLY | Buy | LILLY ELI & CO | $602,000 | +30.9% | 4,337 | +23.9% | 0.10% | +32.4% |
WK | New | WORKIVA INC | $595,000 | – | 18,415 | +100.0% | 0.10% | – |
SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $596,000 | -57.3% | 13,474 | -42.0% | 0.10% | -56.7% |
CGW | INVESCO EXCHANGE-TRADED FD Ts&p gbl water | $587,000 | -19.4% | 17,700 | 0.0% | 0.10% | -17.9% | |
QCOM | Buy | QUALCOMM INC | $587,000 | -12.9% | 8,673 | +13.5% | 0.10% | -11.1% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $586,000 | -11.1% | 13,893 | +26.8% | 0.10% | -9.4% |
BOX | Buy | BOX INCcl a | $568,000 | +15.7% | 40,490 | +38.4% | 0.09% | +17.7% |
KNG | Buy | ETF SER SOLUTIONScboe vest s&p | $570,000 | -12.0% | 16,286 | +16.4% | 0.09% | -10.6% |
EOG | Sell | EOG RES INC | $565,000 | -75.5% | 15,734 | -42.8% | 0.09% | -75.1% |
FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $557,000 | – | 11,200 | +100.0% | 0.09% | – |
IDV | New | ISHARES TRintl sel div etf | $560,000 | – | 24,776 | +100.0% | 0.09% | – |
EFA | Sell | ISHARES TRmsci eafe etf | $540,000 | -40.6% | 10,099 | -22.8% | 0.09% | -39.7% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $530,000 | -51.4% | 3,525 | -35.7% | 0.09% | -50.9% |
CFFN | Sell | CAPITOL FED FINL INC | $529,000 | -16.2% | 45,566 | -0.8% | 0.09% | -14.9% |
FTNT | Buy | FORTINET INC | $518,000 | +102.3% | 5,120 | +113.3% | 0.08% | +107.3% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $515,000 | -25.6% | 9,997 | +9.3% | 0.08% | -24.3% |
GIS | Buy | GENERAL MLS INC | $512,000 | +30.6% | 9,703 | +32.5% | 0.08% | +33.3% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $513,000 | -17.4% | 4,441 | +18.4% | 0.08% | -16.0% |
HQY | Sell | HEALTHEQUITY INC | $495,000 | -37.8% | 9,775 | -9.1% | 0.08% | -36.7% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $490,000 | -5.0% | 3,801 | +20.4% | 0.08% | -3.6% |
DHS | Buy | WISDOMTREE TRus high dividend | $492,000 | +0.2% | 8,693 | +36.0% | 0.08% | +1.3% |
IWR | Buy | ISHARES TRrus mid cap etf | $478,000 | -14.6% | 11,070 | +17.9% | 0.08% | -13.3% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $467,000 | -11.2% | 16,861 | +15.5% | 0.08% | -9.5% |
XBI | Buy | SPDR SER TRs&p biotech | $432,000 | -0.2% | 5,579 | +22.5% | 0.07% | +1.4% |
KHC | Buy | KRAFT HEINZ CO | $431,000 | +59.6% | 17,421 | +107.3% | 0.07% | +62.8% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $424,000 | -25.2% | 3,102 | -6.7% | 0.07% | -24.2% |
ROL | New | ROLLINS INC | $416,000 | – | 11,515 | +100.0% | 0.07% | – |
AMLP | Sell | ALPS ETF TRalerian mlp | $412,000 | -60.8% | 119,881 | -3.0% | 0.07% | -60.4% |
VLO | Buy | VALERO ENERGY CORP | $411,000 | -26.3% | 9,066 | +52.1% | 0.07% | -24.7% |
ATO | Sell | ATMOS ENERGY CORP | $409,000 | -31.0% | 4,125 | -22.2% | 0.07% | -29.5% |
PYPL | Buy | PAYPAL HLDGS INC | $405,000 | +31.5% | 4,227 | +48.7% | 0.07% | +34.7% |
DHR | Buy | DANAHER CORPORATION | $392,000 | -0.5% | 2,830 | +10.3% | 0.06% | +1.6% |
QUS | SPDR SER TRmsci usa strtgic | $390,000 | -19.3% | 5,102 | 0.0% | 0.06% | -16.9% | |
PFIE | Buy | PROFIRE ENERGY INC | $389,000 | +1752.4% | 494,136 | +3280.1% | 0.06% | +2000.0% |
HCA | Buy | HCA HEALTHCARE INC | $380,000 | -36.1% | 4,228 | +5.0% | 0.06% | -34.7% |
TXN | Sell | TEXAS INSTRS INC | $376,000 | -24.0% | 3,762 | -2.5% | 0.06% | -22.8% |
USCI | Sell | UNITED STS COMMODITY INDEX F | $374,000 | -34.7% | 14,441 | -7.0% | 0.06% | -33.7% |
HDV | Buy | ISHARES TRcore high dv etf | $367,000 | -22.4% | 5,134 | +6.4% | 0.06% | -21.1% |
SO | Buy | SOUTHERN CO | $369,000 | -4.4% | 6,817 | +12.4% | 0.06% | -3.2% |
CNC | Buy | CENTENE CORP DEL | $370,000 | -0.8% | 6,229 | +5.1% | 0.06% | 0.0% |
TEL | TE CONNECTIVITY LTD | $361,000 | -34.4% | 5,737 | 0.0% | 0.06% | -33.0% | |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $359,000 | +10.5% | 1,846 | +20.5% | 0.06% | +13.5% |
HTLF | Buy | HEARTLAND FINL USA INC | $362,000 | -39.3% | 12,000 | +0.2% | 0.06% | -38.5% |
BIIB | Buy | BIOGEN INC | $363,000 | +11.7% | 1,146 | +4.6% | 0.06% | +13.5% |
FPX | Sell | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $355,000 | -27.4% | 5,634 | -7.4% | 0.06% | -25.6% |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $351,000 | -10.0% | 805 | 0.0% | 0.06% | -9.5% | |
AMP | Sell | AMERIPRISE FINL INC | $350,000 | -38.7% | 3,411 | -0.5% | 0.06% | -38.0% |
SQ | Buy | SQUARE INCcl a | $351,000 | -7.9% | 6,708 | +10.2% | 0.06% | -6.6% |
DE | Buy | DEERE & CO | $341,000 | -3.1% | 2,471 | +21.7% | 0.06% | 0.0% |
IWV | ISHARES TRrussell 3000 etf | $338,000 | -21.2% | 2,277 | 0.0% | 0.06% | -20.3% | |
SCZ | Buy | ISHARES TReafe sml cp etf | $330,000 | -0.9% | 7,362 | +37.5% | 0.05% | +1.9% |
ACN | Buy | ACCENTURE PLC IRELAND | $331,000 | +27.8% | 2,027 | +64.8% | 0.05% | +28.6% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $330,000 | -48.9% | 23,098 | +0.6% | 0.05% | -48.1% |
NWL | Buy | NEWELL BRANDS INC | $310,000 | +26.5% | 23,333 | +83.0% | 0.05% | +30.8% |
MLPX | Buy | GLOBAL X FDSglb x mlp enrg i | $304,000 | -37.8% | 49,483 | +24.2% | 0.05% | -35.9% |
YUM | Buy | YUM BRANDS INC | $306,000 | +10.5% | 4,458 | +62.3% | 0.05% | +13.6% |
CI | Buy | CIGNA CORP NEW | $299,000 | -2.9% | 1,687 | +11.9% | 0.05% | 0.0% |
OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $303,000 | -17.9% | 11,631 | +5.7% | 0.05% | -16.9% |
ISRG | Sell | INTUITIVE SURGICAL INC | $297,000 | -50.1% | 600 | -40.4% | 0.05% | -49.5% |
GM | Buy | GENERAL MTRS CO | $289,000 | -25.9% | 13,900 | +30.4% | 0.05% | -25.4% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $288,000 | +8.7% | 2,624 | +68.9% | 0.05% | +11.9% |
BX | New | BLACKSTONE GROUP INC | $280,000 | – | 6,150 | +100.0% | 0.05% | – |
EW | New | EDWARDS LIFESCIENCES CORP | $281,000 | – | 1,490 | +100.0% | 0.05% | – |
ADPT | New | ADAPTIVE BIOTECHNOLOGIES COR | $278,000 | – | 10,000 | +100.0% | 0.04% | – |
ET | Buy | ENERGY TRANSFER LP | $275,000 | -5.8% | 59,825 | +162.6% | 0.04% | -4.3% |
EQBK | EQUITY BANCSHARES INC | $276,000 | -44.1% | 16,000 | 0.0% | 0.04% | -43.0% | |
SPYD | New | SPDR SER TRprtflo s&p500 hi | $270,000 | – | 10,986 | +100.0% | 0.04% | – |
GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $261,000 | -19.2% | 4,996 | +0.1% | 0.04% | -17.3% |
MDU | MDU RES GROUP INC | $265,000 | -27.6% | 12,317 | 0.0% | 0.04% | -27.1% | |
BLK | Buy | BLACKROCK INC | $266,000 | +7.7% | 604 | +23.0% | 0.04% | +7.5% |
COF | Buy | CAPITAL ONE FINL CORP | $255,000 | -50.7% | 5,050 | +0.5% | 0.04% | -49.4% |
CSX | Buy | CSX CORP | $255,000 | +5.4% | 4,450 | +33.0% | 0.04% | +7.7% |
CURO | Buy | CURO GROUP HLDGS CORP | $260,000 | -50.4% | 49,046 | +14.1% | 0.04% | -50.0% |
DOW | Buy | DOW INC | $255,000 | +22.6% | 8,734 | +130.1% | 0.04% | +27.3% |
UL | Buy | UNILEVER PLCspon adr new | $258,000 | +12.7% | 5,100 | +27.5% | 0.04% | +13.5% |
VOO | New | VANGUARD INDEX FDS | $260,000 | – | 1,099 | +100.0% | 0.04% | – |
CNR | Buy | CORNERSTONE BLDG BRANDS INC | $251,000 | +96.1% | 55,000 | +266.7% | 0.04% | +95.2% |
ENB | New | ENBRIDGE INC | $252,000 | – | 8,666 | +100.0% | 0.04% | – |
NOC | New | NORTHROP GRUMMAN CORP | $245,000 | – | 810 | +100.0% | 0.04% | – |
NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $247,000 | -44.6% | 48,656 | +2.8% | 0.04% | -44.4% |
GD | Buy | GENERAL DYNAMICS CORP | $247,000 | +2.5% | 1,865 | +36.7% | 0.04% | +2.6% |
CMI | Buy | CUMMINS INC | $243,000 | -24.3% | 1,795 | +0.1% | 0.04% | -21.6% |
WBA | New | WALGREENS BOOTS ALLIANCE INC | $239,000 | – | 5,218 | +100.0% | 0.04% | – |
ADI | New | ANALOG DEVICES INC | $242,000 | – | 2,697 | +100.0% | 0.04% | – |
CPB | Buy | CAMPBELL SOUP CO | $235,000 | +13.0% | 5,097 | +21.0% | 0.04% | +15.2% |
CMCSA | Buy | COMCAST CORP NEWcl a | $230,000 | -16.7% | 6,690 | +8.9% | 0.04% | -13.6% |
FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $224,000 | – | 1,812 | +100.0% | 0.04% | – |
GSBD | Buy | GOLDMAN SACHS BDC INC | $225,000 | -1.7% | 18,272 | +69.6% | 0.04% | 0.0% |
BP | Sell | BP PLCsponsored adr | $227,000 | -53.0% | 9,298 | -27.3% | 0.04% | -51.9% |
HAL | New | HALLIBURTON CO | $229,000 | – | 33,497 | +100.0% | 0.04% | – |
VMC | Buy | VULCAN MATLS CO | $229,000 | +12.8% | 2,118 | +50.3% | 0.04% | +12.1% |
NEM | New | NEWMONT CORP | $226,000 | – | 4,987 | +100.0% | 0.04% | – |
HRL | New | HORMEL FOODS CORP | $219,000 | – | 4,700 | +100.0% | 0.04% | – |
ORMP | New | ORAMED PHARM INC | $219,000 | – | 71,900 | +100.0% | 0.04% | – |
JLL | JONES LANG LASALLE INC | $222,000 | -42.0% | 2,200 | 0.0% | 0.04% | -41.0% | |
SLV | ISHARES SILVER TRUSTishares | $222,000 | -21.8% | 17,035 | 0.0% | 0.04% | -21.7% | |
SDY | New | SPDR SER TRs&p divid etf | $219,000 | – | 2,740 | +100.0% | 0.04% | – |
FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $218,000 | -31.0% | 9,762 | +0.7% | 0.04% | -29.4% |
ABC | AMERISOURCEBERGEN CORP | $212,000 | +3.9% | 2,400 | 0.0% | 0.04% | +6.1% | |
TAP | New | MOLSON COORS BEVERAGE COcl b | $216,000 | – | 5,533 | +100.0% | 0.04% | – |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $216,000 | -17.2% | 2,093 | +0.0% | 0.04% | -16.7% |
QEFA | SPDR INDEX SHS FDSmsci eafe strtgc | $210,000 | -20.2% | 3,939 | 0.0% | 0.03% | -19.0% | |
VV | New | VANGUARD INDEX FDSlarge cap etf | $209,000 | – | 1,767 | +100.0% | 0.03% | – |
RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $209,000 | -18.7% | 5,987 | +37.6% | 0.03% | -17.1% |
PQG | PQ GROUP HLDGS INC | $195,000 | -36.7% | 17,917 | 0.0% | 0.03% | -34.7% | |
RF | REGIONS FINANCIAL CORP NEW | $176,000 | -47.8% | 19,629 | 0.0% | 0.03% | -46.3% | |
WMB | Buy | WILLIAMS COS INC | $179,000 | -38.1% | 12,619 | +3.5% | 0.03% | -37.0% |
ETY | EATON VANCE TX MGD DIV EQ IN | $156,000 | -25.7% | 16,778 | 0.0% | 0.02% | -26.5% | |
ARCC | New | ARES CAPITAL CORP | $140,000 | – | 12,944 | +100.0% | 0.02% | – |
JNCE | JOUNCE THERAPEUTICS INC | $129,000 | -45.6% | 27,099 | 0.0% | 0.02% | -44.7% | |
GE | Buy | GENERAL ELECTRIC CO | $126,000 | -26.3% | 15,897 | +3.8% | 0.02% | -22.2% |
FSK | Buy | FS KKR CAPITAL CORP | $113,000 | -49.8% | 37,573 | +2.3% | 0.02% | -50.0% |
SIRI | Buy | SIRIUS XM HLDGS INC | $103,000 | -29.5% | 20,834 | +2.0% | 0.02% | -26.1% |
F | Sell | FORD MTR CO DEL | $95,000 | -62.3% | 19,744 | -27.1% | 0.02% | -60.0% |
NOK | Buy | NOKIA CORPsponsored adr | $93,000 | +66.1% | 30,056 | +99.6% | 0.02% | +66.7% |
DVN | Buy | DEVON ENERGY CORP NEW | $81,000 | -62.0% | 11,652 | +42.2% | 0.01% | -61.8% |
CLF | New | CLEVELAND CLIFFS INC | $80,000 | – | 20,263 | +100.0% | 0.01% | – |
GUT | New | GABELLI UTIL TR | $65,000 | – | 11,099 | +100.0% | 0.01% | – |
UEC | Buy | URANIUM ENERGY CORP | $56,000 | +1.8% | 100,000 | +66.7% | 0.01% | 0.0% |
CEQP | Buy | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $53,000 | -81.2% | 12,499 | +36.7% | 0.01% | -80.0% |
GNPX | New | GENPREX INC | $41,000 | – | 17,000 | +100.0% | 0.01% | – |
RMBL | New | RUMBLEON INC | $16,000 | – | 75,000 | +100.0% | 0.00% | – |
IBIO | New | IBIO INC | $11,000 | – | 10,000 | +100.0% | 0.00% | – |
CDEV | Buy | CENTENNIAL RESOURCE DEV INCcl a | $4,000 | -91.5% | 15,570 | +51.9% | 0.00% | -87.5% |
CHK | Buy | CHESAPEAKE ENERGY CORP | $6,000 | -68.4% | 33,293 | +48.2% | 0.00% | -66.7% |
ACST | New | ACASTI PHARMA INCcl a new | $6,000 | – | 16,850 | +100.0% | 0.00% | – |
ENSV | ENSERVCO CORP | $3,000 | -25.0% | 23,900 | 0.0% | 0.00% | -100.0% | |
NHLDW | NATIONAL HOLDINGS CORP*w exp 01/18/202 | $3,000 | -25.0% | 50,000 | 0.0% | 0.00% | -100.0% | |
FCEL | Exit | FUELCELL ENERGY INC | $0 | – | -11,509 | -100.0% | -0.01% | – |
VVUSQ | Exit | VIVUS INC | $0 | – | -20,051 | -100.0% | -0.01% | – |
CYH | Exit | COMMUNITY HEALTH SYS INC NEW | $0 | – | -19,160 | -100.0% | -0.01% | – |
AKS | Exit | AK STL HLDG CORP | $0 | – | -39,153 | -100.0% | -0.02% | – |
BXMX | Exit | NUVEEN S&P 500 BUY-WRITE INC | $0 | – | -11,938 | -100.0% | -0.03% | – |
FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -12,332 | -100.0% | -0.03% | – |
HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -10,422 | -100.0% | -0.03% | – |
ATXI | Exit | AVENUE THERAPEUTICS INC | $0 | – | -20,000 | -100.0% | -0.03% | – |
ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -2,183 | -100.0% | -0.03% | – |
IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -844 | -100.0% | -0.03% | – |
HSY | Exit | HERSHEY CO | $0 | – | -1,401 | -100.0% | -0.03% | – |
OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -5,171 | -100.0% | -0.03% | – |
AIZ | Exit | ASSURANT INC | $0 | – | -1,597 | -100.0% | -0.03% | – |
DCPH | Exit | DECIPHERA PHARMACEUTICALS IN | $0 | – | -3,170 | -100.0% | -0.03% | – |
IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -1,309 | -100.0% | -0.03% | – |
USMV | Exit | ISHARES TRmsci min vol etf | $0 | – | -3,352 | -100.0% | -0.04% | – |
UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -7,264 | -100.0% | -0.04% | – |
AIEQ | Exit | ETF MANAGERS TRai powered eqt | $0 | – | -7,675 | -100.0% | -0.04% | – |
CB | Exit | CHUBB LIMITED | $0 | – | -1,408 | -100.0% | -0.04% | – |
ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -4,743 | -100.0% | -0.04% | – |
RTN | Exit | RAYTHEON CO | $0 | – | -1,048 | -100.0% | -0.04% | – |
KRE | Exit | SPDR SERIES TRUSTs&p regl bkg | $0 | – | -3,916 | -100.0% | -0.04% | – |
FENY | Exit | FIDELITY COVINGTON TRmsci energy idx | $0 | – | -15,000 | -100.0% | -0.04% | – |
HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -3,459 | -100.0% | -0.04% | – |
BWA | Exit | BORGWARNER INC | $0 | – | -5,727 | -100.0% | -0.04% | – |
VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -1,823 | -100.0% | -0.04% | – |
TXT | Exit | TEXTRON INC | $0 | – | -5,662 | -100.0% | -0.04% | – |
ESGD | Exit | ISHARES TResg msci eafe | $0 | – | -3,904 | -100.0% | -0.04% | – |
SPR | Exit | SPIRIT AEROSYSTEMS HLDGS INC | $0 | – | -3,708 | -100.0% | -0.04% | – |
PRO | Exit | PROS HOLDINGS INC | $0 | – | -4,720 | -100.0% | -0.04% | – |
CBRE | Exit | CBRE GROUP INCcl a | $0 | – | -4,572 | -100.0% | -0.04% | – |
AVGO | Exit | BROADCOM INC | $0 | – | -908 | -100.0% | -0.05% | – |
IWC | Exit | ISHARES TRmicro-cap etf | $0 | – | -3,230 | -100.0% | -0.05% | – |
ADS | Exit | ALLIANCE DATA SYSTEMS CORP | $0 | – | -2,880 | -100.0% | -0.05% | – |
TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -2,550 | -100.0% | -0.06% | – |
IDXX | Exit | IDEXX LABS INC | $0 | – | -1,500 | -100.0% | -0.06% | – |
PUTW | Exit | WISDOMTREE TRcboe s&p 500 | $0 | – | -14,055 | -100.0% | -0.06% | – |
ISCV | Exit | ISHARES TRmrning sm cp etf | $0 | – | -3,078 | -100.0% | -0.07% | – |
SLYV | Exit | SPDR SERIES TRUSTs&p 600 smcp val | $0 | – | -8,000 | -100.0% | -0.08% | – |
IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -2,000 | -100.0% | -0.08% | – |
EAF | Exit | GRAFTECH INTL LTD | $0 | – | -45,500 | -100.0% | -0.08% | – |
FYLD | Exit | CAMBRIA ETF TRcambria fgn shr | $0 | – | -22,417 | -100.0% | -0.09% | – |
ESGE | Exit | ISHARES INCesg msci em etf | $0 | – | -17,876 | -100.0% | -0.10% | – |
C | Exit | CITIGROUP INC | $0 | – | -10,473 | -100.0% | -0.13% | – |
PWR | Exit | QUANTA SVCS INC | $0 | – | -26,838 | -100.0% | -0.18% | – |
MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -21,825 | -100.0% | -0.19% | – |
IBKR | Exit | INTERACTIVE BROKERS GROUP IN | $0 | – | -31,737 | -100.0% | -0.24% | – |
GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -7,029 | -100.0% | -0.26% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-08
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
GEOPARK LTD | 31 | Q2 2022 | 35.8% |
APPLE INC | 31 | Q2 2022 | 5.1% |
PROCTER & GAMBLE CO | 31 | Q2 2022 | 2.8% |
MICROSOFT CORP | 31 | Q2 2022 | 3.7% |
AMGEN INC | 31 | Q2 2022 | 1.6% |
GENERAL MLS INC | 31 | Q2 2022 | 12.5% |
JOHNSON & JOHNSON | 31 | Q2 2022 | 1.3% |
GILEAD SCIENCES INC | 31 | Q2 2022 | 1.8% |
DISNEY WALT CO | 31 | Q2 2022 | 1.5% |
AT&T INC | 31 | Q2 2022 | 1.4% |
View Frontier Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2022-08-15 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-04 |
13F-HR | 2021-11-12 |
13F-HR | 2021-08-13 |
13F-HR | 2021-05-17 |
13F-HR | 2021-02-16 |
13F-HR | 2020-11-13 |
13F-HR | 2020-08-14 |
View Frontier Wealth Management LLC'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.