285 is the total number of securities Edmonds Duncan Registered Investment Advisors, LLC has owned. The longest Edmonds Duncan Registered Investment Advisors, LLC has owned a single stock is 32 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VIG | VANGUARD SPECIALIZED P... | 32 | 32 | 2.16% | 4.80% | 7.60% | Q4 2015 | Q3 2023 | 32 |
IVW | ISHARES TR | 32 | 32 | 0.78% | 3.25% | 5.89% | Q4 2015 | Q3 2023 | 32 |
IVE | ISHARES TR | 32 | 32 | 0.60% | 2.91% | 5.37% | Q4 2015 | Q3 2023 | 32 |
PEP | PEPSICO INC COM | 32 | 32 | 1.41% | 1.83% | 2.14% | Q4 2015 | Q3 2023 | 32 |
IJR | ISHARES TR | 32 | 32 | 0.25% | 1.75% | 5.74% | Q4 2015 | Q3 2023 | 32 |
DGRO | ISHARES TR CORE DIVID ... | 32 | 32 | 0.46% | 1.49% | 5.23% | Q4 2015 | Q3 2023 | 32 |
IJT | ISHARES TR | 32 | 32 | 0.47% | 1.40% | 3.29% | Q4 2015 | Q3 2023 | 32 |
IJS | ISHARES TR | 32 | 32 | 0.26% | 1.32% | 3.28% | Q4 2015 | Q3 2023 | 32 |
IJK | ISHARES TR | 32 | 32 | 0.30% | 1.27% | 3.07% | Q4 2015 | Q3 2023 | 32 |
IJJ | ISHARES TR | 32 | 32 | 0.28% | 1.22% | 3.06% | Q4 2015 | Q3 2023 | 32 |
VNQ | VANGUARD REIT INDEX ETF | 32 | 32 | 0.56% | 1.18% | 2.07% | Q4 2015 | Q3 2023 | 32 |
AAPL | APPLE INC COM | 32 | 32 | 0.34% | 0.97% | 1.72% | Q4 2015 | Q3 2023 | 32 |
BTZ | BLACKROCK CR ALLOCATIO... | 32 | 32 | 0.03% | 0.83% | 1.70% | Q4 2015 | Q3 2023 | 32 |
MSFT | MICROSOFT CORP COM | 32 | 32 | 0.35% | 0.61% | 0.94% | Q4 2015 | Q3 2023 | 32 |
UNP | UNION PACIFIC CORP COM | 32 | 32 | 0.06% | 0.61% | 0.76% | Q4 2015 | Q3 2023 | 32 |
BRKB | BERKSHIRE HATHAWAY INC... | 32 | 32 | 0.30% | 0.50% | 0.62% | Q4 2015 | Q3 2023 | 32 |
IGR | CBRE GBL REAL ESTATE I... | 32 | 32 | 0.14% | 0.50% | 1.27% | Q4 2015 | Q3 2023 | 32 |
VNQI | VANGUARD INTL EQUITY I... | 32 | 32 | 0.30% | 0.48% | 0.76% | Q4 2015 | Q3 2023 | 32 |
CFFN | CAPITOL FED FINL INC COM | 32 | 32 | 0.04% | 0.46% | 1.65% | Q4 2015 | Q3 2023 | 32 |
BAC | BK OF AMERICA CORP COM | 32 | 32 | 0.28% | 0.40% | 0.54% | Q4 2015 | Q3 2023 | 32 |
MCD | MCDONALDS CORP COM | 32 | 32 | 0.30% | 0.35% | 0.42% | Q4 2015 | Q3 2023 | 32 |
XOM | EXXON MOBIL CORP COM | 32 | 32 | 0.12% | 0.35% | 0.85% | Q4 2015 | Q3 2023 | 32 |
YUM | YUM BRANDS INC COM | 32 | 32 | 0.15% | 0.29% | 0.53% | Q4 2015 | Q3 2023 | 32 |
DIS | DISNEY WALT CO COM DISNEY | 32 | 32 | 0.12% | 0.28% | 0.52% | Q4 2015 | Q3 2023 | 32 |
USB | US BANCORP DEL COM NEW | 32 | 32 | 0.10% | 0.27% | 0.66% | Q4 2015 | Q3 2023 | 32 |
PG | PROCTER & GAMBLE CO COM | 32 | 32 | 0.19% | 0.25% | 0.34% | Q4 2015 | Q3 2023 | 32 |
AMGN | AMGEN INC COM | 32 | 32 | 0.17% | 0.25% | 0.39% | Q4 2015 | Q3 2023 | 32 |
MAC | MACERICH CO COM | 32 | 32 | 0.05% | 0.25% | 0.77% | Q4 2015 | Q3 2023 | 32 |
WMT | WAL-MART STORES INC COM | 32 | 32 | 0.11% | 0.24% | 0.36% | Q4 2015 | Q3 2023 | 32 |
MO | ALTRIA GROUP INC COM | 32 | 32 | 0.11% | 0.22% | 0.41% | Q4 2015 | Q3 2023 | 32 |
BFB | BROWN FORMAN CORP CL B | 32 | 32 | 0.13% | 0.21% | 0.26% | Q4 2015 | Q3 2023 | 32 |
F | FORD MTR CO DEL COM PA... | 32 | 32 | 0.05% | 0.19% | 0.35% | Q4 2015 | Q3 2023 | 32 |
JNJ | JOHNSON & JOHNSON COM | 32 | 32 | 0.11% | 0.19% | 0.25% | Q4 2015 | Q3 2023 | 32 |
HD | HOME DEPOT INC COM | 32 | 32 | 0.14% | 0.18% | 0.22% | Q4 2015 | Q3 2023 | 32 |
PM | PHILIP MORRIS INTL INC... | 32 | 32 | 0.11% | 0.17% | 0.28% | Q4 2015 | Q3 2023 | 32 |
BMY | BRISTOL-MYERS SQUIBB C... | 32 | 32 | 0.06% | 0.13% | 0.28% | Q4 2015 | Q3 2023 | 32 |
ASG | LIBERTY ALL-STAR GROWT... | 32 | 32 | 0.04% | 0.07% | 0.09% | Q4 2015 | Q3 2023 | 32 |
IGSB | ISHARES TR | 25 | 6 | 1.45% | 2.64% | 4.93% | Q4 2015 | Q3 2023 | 31 |
EEMV | ISHARES MSCI EMERGING ... | 19 | 12 | 0.37% | 1.84% | 2.80% | Q4 2015 | Q3 2023 | 31 |
INTC | INTEL CORP COM | 27 | 4 | 0.07% | 0.20% | 0.33% | Q4 2015 | Q3 2023 | 31 |
AEE | AMEREN CORP COM | 31 | 31 | 0.12% | 0.15% | 0.19% | Q1 2016 | Q3 2023 | 31 |
BRKA | BERKSHIRE HATHAWAY INC... | 31 | 31 | 0.12% | 0.15% | 0.45% | Q1 2016 | Q3 2023 | 31 |
IBM | INTL BUSINESS MACHINES | 27 | 4 | 0.06% | 0.11% | 0.16% | Q4 2015 | Q3 2023 | 31 |
SCZ | ISHARES TR | 30 | 30 | 1.35% | 2.42% | 3.35% | Q4 2015 | Q1 2023 | 30 |
T | AT&T INC COM | 30 | 30 | 0.06% | 0.18% | 0.34% | Q4 2015 | Q1 2023 | 30 |
CVX | CHEVRON CORP NEW COM | 17 | 1 | 0.07% | 0.14% | 0.23% | Q4 2015 | Q3 2023 | 30 |
JPS | NUVEEN QUALITY PFD INC... | 30 | 30 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 30 |
VVR | INVESCO SR INCOME TR COM | 29 | 29 | 0.65% | 1.71% | 2.78% | Q3 2016 | Q3 2023 | 29 |
FPE | FIRST TRUST PREFERRED ... | 29 | 29 | 0.67% | 1.09% | 2.03% | Q3 2016 | Q3 2023 | 29 |
MUI | BLACKROCK MUNI INTER D... | 29 | 29 | 0.39% | 0.67% | 1.25% | Q3 2016 | Q3 2023 | 29 |
FFA | FIRST TR ENHANCED EQUI... | 29 | 29 | 0.34% | 0.66% | 1.02% | Q3 2016 | Q3 2023 | 29 |
AFB | ALLIANCEBERNSTEIN NATL... | 29 | 29 | 0.26% | 0.53% | 0.94% | Q3 2016 | Q3 2023 | 29 |
AVK | ADVENT CONV & INCOME F... | 29 | 29 | 0.29% | 0.42% | 0.68% | Q3 2016 | Q3 2023 | 29 |
SRLN | SSGA ACTIVE ETF TR | 28 | 28 | 0.17% | 2.64% | 4.30% | Q4 2016 | Q3 2023 | 28 |
BCX | BLACKROCK RES & COMM S... | 22 | 6 | 0.18% | 0.28% | 0.39% | Q4 2015 | Q3 2023 | 28 |
COP | CONOCOPHILLIPS COM | 17 | 11 | 0.07% | 0.14% | 0.22% | Q4 2015 | Q3 2023 | 28 |
CSX | CSX CORP COM | 27 | 27 | 0.11% | 0.12% | 0.14% | Q1 2017 | Q3 2023 | 27 |
BGY | BLACKROCK INTL GRWTH &... | 26 | 26 | 0.02% | 0.77% | 1.91% | Q4 2015 | Q1 2022 | 26 |
BA | BOEING CO COM | 22 | 1 | 0.08% | 0.32% | 0.59% | Q4 2015 | Q2 2023 | 26 |
NVDA | NVIDIA CORP COM | 26 | 26 | 0.06% | 0.25% | 0.50% | Q2 2017 | Q3 2023 | 26 |
GOOGL | GOOGLE INC | 26 | 26 | 0.08% | 0.19% | 0.35% | Q2 2017 | Q3 2023 | 26 |
CERN | CERNER CORP COM | 26 | 26 | 0.10% | 0.18% | 0.30% | Q4 2015 | Q1 2022 | 26 |
TPYP | TORTOISE NORTH AMERICA... | 25 | 25 | 1.19% | 2.41% | 3.59% | Q3 2017 | Q3 2023 | 25 |
GOOG | ALPHABET INC CAP STK CL C | 25 | 25 | 0.09% | 0.14% | 0.23% | Q3 2017 | Q3 2023 | 25 |
EVV | EATON VANCE LTD DUR IN... | 14 | 10 | 0.07% | 0.50% | 0.95% | Q4 2015 | Q3 2023 | 24 |
SUSA | ISHARES MSCI USA ESG S... | 24 | 24 | 0.10% | 0.14% | 0.19% | Q4 2017 | Q3 2023 | 24 |
PFE | PFIZER INC COM | 21 | 3 | 0.06% | 0.11% | 0.15% | Q4 2015 | Q2 2022 | 24 |
BLW | BLACKROCK LTD DURATION... | 23 | 23 | 0.24% | 0.72% | 0.91% | Q4 2015 | Q2 2021 | 23 |
AMZN | AMAZON.COM INC | 23 | 23 | 0.09% | 0.13% | 0.21% | Q1 2018 | Q3 2023 | 23 |
FB | META PLATFORMS INC CL A | 23 | 23 | 0.07% | 0.13% | 0.17% | Q1 2018 | Q3 2023 | 23 |
EGOV | NIC INC COM | 22 | 22 | 1.12% | 1.95% | 3.61% | Q4 2015 | Q1 2021 | 22 |
PBP | POWERSHARES S&P 500 BU... | 22 | 22 | 0.90% | 1.45% | 2.10% | Q2 2018 | Q3 2023 | 22 |
EVRG | EVERGY INC COM | 22 | 22 | 0.20% | 0.35% | 0.45% | Q2 2018 | Q3 2023 | 22 |
ETY | EATON VANCE TX MGD DIV... | 14 | 3 | 0.04% | 0.29% | 1.72% | Q4 2015 | Q3 2023 | 22 |
DCPH | DECIPHERA PHARMACEUTIC... | 22 | 22 | 0.04% | 0.21% | 0.46% | Q2 2018 | Q3 2023 | 22 |
AFL | AFLAC INC COM | 12 | 10 | 0.08% | 0.09% | 0.11% | Q3 2017 | Q3 2023 | 22 |
FLTR | VANECK VECTORS INVESTM... | 21 | 21 | 1.03% | 4.64% | 12.98% | Q3 2018 | Q3 2023 | 21 |
IEFA | ISHARES TR | 17 | 4 | 0.23% | 3.74% | 5.55% | Q4 2015 | Q3 2023 | 21 |
DXJ | WISDOMTREE TR | 21 | 21 | 0.20% | 2.20% | 2.77% | Q3 2016 | Q3 2021 | 21 |
WMB | WILLIAMS COS INC DEL COM | 21 | 21 | 0.18% | 0.23% | 0.28% | Q3 2018 | Q3 2023 | 21 |
SYY | SYSCO CORP COM | 21 | 21 | 0.11% | 0.19% | 0.23% | Q4 2015 | Q4 2020 | 21 |
FAT | FAT BRANDS INC COM | 21 | 21 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
SPYG | SPDR PORTFOLIO S&P 500... | 20 | 20 | 0.10% | 4.78% | 7.20% | Q4 2018 | Q3 2023 | 20 |
SPMD | SPDR PORTFOLIO S&P 400... | 20 | 20 | 0.11% | 0.95% | 3.84% | Q4 2018 | Q3 2023 | 20 |
IFGL | ISHARES TR | 20 | 20 | 0.33% | 0.54% | 0.96% | Q4 2015 | Q3 2020 | 20 |
XLRE | REAL ESTATE SELECT SEC... | 20 | 20 | 0.09% | 0.13% | 0.24% | Q4 2018 | Q3 2023 | 20 |
MDY | SPDR S&P MIDCAP 400 ET... | 12 | 8 | 0.07% | 0.09% | 0.13% | Q4 2016 | Q3 2023 | 20 |
GILD | GILEAD SCIENCES INC COM | 19 | 19 | 0.08% | 0.19% | 0.38% | Q4 2015 | Q2 2020 | 19 |
GE | GENERAL ELECTRIC CO COM | 19 | 19 | 0.03% | 0.16% | 0.37% | Q4 2015 | Q2 2020 | 19 |
PSX | PHILLIPS 66 COM | 17 | 2 | 0.06% | 0.14% | 0.20% | Q4 2015 | Q1 2023 | 19 |
CCF | CHASE CORP COM | 8 | 1 | 0.06% | 0.09% | 0.12% | Q1 2017 | Q3 2023 | 19 |
MLPA | GLOBAL X MLP ETF | 18 | 18 | 0.72% | 2.53% | 5.02% | Q4 2015 | Q1 2020 | 18 |
MFM | MFS MUN INCOME TR SH B... | 18 | 18 | 0.27% | 0.41% | 0.62% | Q2 2019 | Q3 2023 | 18 |
PYPL | PAYPAL HLDGS INC COM | 18 | 18 | 0.14% | 0.31% | 0.58% | Q2 2017 | Q3 2021 | 18 |
NEA | NUVEEN AMT FREE QLTY M... | 18 | 18 | 0.22% | 0.29% | 0.43% | Q2 2019 | Q3 2023 | 18 |
DMF | DREYFUS MUN INCOME INC | 18 | 18 | 0.03% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 18 |
EFA | ISHARES TR | 17 | 17 | 1.92% | 3.04% | 4.53% | Q4 2015 | Q4 2019 | 17 |
IJH | ISHARES TR | 17 | 17 | 0.18% | 1.87% | 3.40% | Q4 2015 | Q4 2019 | 17 |
IEMG | ISHARES INC | 17 | 17 | 0.94% | 1.05% | 1.32% | Q4 2015 | Q4 2019 | 17 |
M | MACYS INC COM | 7 | 3 | 0.06% | 0.15% | 0.28% | Q4 2015 | Q1 2022 | 17 |
ORBC | ORBCOMM INC COM | 17 | 17 | 0.05% | 0.13% | 0.26% | Q2 2017 | Q2 2021 | 17 |
DSI | ISHARES MSCI KLD 400 S... | 14 | 3 | 0.08% | 0.11% | 0.13% | Q2 2019 | Q3 2023 | 17 |
LQD | ISHARES TR | 10 | 6 | 0.09% | 2.91% | 4.93% | Q4 2015 | Q4 2019 | 16 |
SPDW | SPDR PORTFOLIO DEVELOP... | 15 | 15 | 6.58% | 7.30% | 7.76% | Q1 2020 | Q3 2023 | 15 |
SPYV | SPDR PORTFOLIO S&P 500... | 15 | 15 | 4.08% | 6.18% | 7.08% | Q1 2020 | Q3 2023 | 15 |
VBR | VANGUARD SMALL-CAP VAL... | 15 | 15 | 1.79% | 2.93% | 3.42% | Q1 2020 | Q3 2023 | 15 |
VOE | VANGUARD MID-CAP VALUE... | 15 | 15 | 0.79% | 2.62% | 3.33% | Q1 2020 | Q3 2023 | 15 |
VOT | VANGUARD MID-CAP GROWT... | 15 | 15 | 0.78% | 2.54% | 3.12% | Q1 2020 | Q3 2023 | 15 |
VBK | VANGUARD SMALL-CAP GRO... | 15 | 15 | 1.49% | 2.42% | 2.88% | Q1 2020 | Q3 2023 | 15 |
EMB | ISHARES TR | 9 | 6 | 0.13% | 2.22% | 3.42% | Q4 2015 | Q3 2019 | 15 |
SPEM | SPDR PORTFOLIO EMERGIN... | 15 | 15 | 1.58% | 2.13% | 3.53% | Q1 2020 | Q3 2023 | 15 |
SPSM | SPDR PORTFOLIO S&P 600... | 15 | 15 | 0.75% | 1.78% | 5.68% | Q1 2020 | Q3 2023 | 15 |
UTF | COHEN & STEERS INFRAST... | 15 | 15 | 0.13% | 0.32% | 0.46% | Q2 2016 | Q4 2019 | 15 |
FLOT | ISHARES TR | 15 | 15 | 0.09% | 0.28% | 0.48% | Q1 2017 | Q3 2020 | 15 |
SLVP | ISHARES MSCI GLOBAL SI... | 15 | 15 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
MLPA | GLOBAL X MLP ETF | 14 | 14 | 0.66% | 0.77% | 0.92% | Q2 2020 | Q3 2023 | 14 |
FLRN | SPDR BLOOMBERG INVESTM... | 14 | 14 | 0.10% | 0.26% | 0.59% | Q4 2018 | Q1 2022 | 14 |
GGN | GAMCO GLOBAL GOLD NAT ... | 14 | 14 | 0.15% | 0.24% | 0.31% | Q4 2015 | Q1 2019 | 14 |
TSLA | TESLA MOTORS INC | 14 | 14 | 0.09% | 0.21% | 0.30% | Q2 2020 | Q3 2023 | 14 |
DMF | DREYFUS MUN INCOME INC... | 14 | 14 | 0.13% | 0.21% | 0.34% | Q4 2015 | Q1 2019 | 14 |
DXCM | DEXCOM INC COM | 14 | 14 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
NKE | NIKE INC CLASS B | 8 | 2 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q3 2023 | 14 |
HYG | ISHARES TR | 7 | 6 | 0.22% | 2.16% | 4.02% | Q4 2015 | Q1 2019 | 13 |
VTV | VANGUARD VALUE INDEX FUND | 12 | 1 | 0.09% | 0.95% | 1.83% | Q4 2017 | Q3 2023 | 13 |
YUMC | YUM CHINA HLDGS INC COM | 12 | 1 | 0.08% | 0.16% | 0.22% | Q2 2019 | Q3 2023 | 13 |
GWX | SPDR S&P INTERNATIONAL... | 13 | 13 | 0.06% | 0.15% | 0.21% | Q4 2018 | Q4 2021 | 13 |
TSM | TAIWAN SEMICONDUCTOR M... | 13 | 13 | 0.09% | 0.11% | 0.15% | Q3 2020 | Q3 2023 | 13 |
NFJ | VIRTUS DIVIDEND INTERE... | 12 | 12 | 0.86% | 1.06% | 1.23% | Q4 2020 | Q3 2023 | 12 |
VUG | VANGUARD GROWTH INDEX ... | 12 | 12 | 0.79% | 1.04% | 1.93% | Q4 2020 | Q3 2023 | 12 |
DSM | DREYFUS STRATEGIC MUN ... | 12 | 12 | 0.08% | 0.39% | 1.28% | Q4 2015 | Q3 2018 | 12 |
ISTB | ISHARES TRUST CORE SHO... | 12 | 12 | 0.17% | 0.39% | 0.48% | Q4 2015 | Q3 2018 | 12 |
VMO | VAN KAMPEN AMERICAN CA... | 12 | 12 | 0.07% | 0.38% | 1.20% | Q4 2015 | Q3 2018 | 12 |
EPC | ENERGIZER HOLDING INC | 11 | 1 | 0.05% | 0.15% | 0.22% | Q4 2015 | Q4 2021 | 12 |
AMAT | APPLIED MATLS INC COM | 12 | 12 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 12 |
HWM | HOWMET AEROSPACE INC COM | 12 | 12 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
DRSK | APTUS DEFINED RISK ETF | 9 | 2 | 0.06% | 3.21% | 5.27% | Q3 2020 | Q2 2023 | 11 |
WFC | WELLS FARGO CO NEW COM | 9 | 1 | 0.08% | 0.14% | 0.19% | Q4 2015 | Q4 2019 | 11 |
WST | WEST PHARMACEUTICAL SV... | 8 | 3 | 0.08% | 0.09% | 0.15% | Q3 2020 | Q3 2023 | 11 |
WBND | WESTERN ASSET TOTAL RE... | 10 | 10 | 0.94% | 2.83% | 4.37% | Q4 2019 | Q1 2022 | 10 |
VSS | VANGUARD FTSE ALL-WORL... | 10 | 10 | 1.18% | 2.25% | 11.11% | Q4 2020 | Q1 2023 | 10 |
PBP | POWERSHARES S&P 500 BU... | 10 | 10 | 1.90% | 2.00% | 2.15% | Q4 2015 | Q1 2018 | 10 |
QYLD | GLOBAL X NASDAQ 100 CO... | 10 | 10 | 0.45% | 0.55% | 0.66% | Q2 2021 | Q3 2023 | 10 |
WR | WESTAR ENERGY INC COM | 10 | 10 | 0.38% | 0.50% | 0.60% | Q4 2015 | Q1 2018 | 10 |
ENPH | ENPHASE ENERGY INC COM | 10 | 10 | 0.08% | 0.11% | 0.15% | Q4 2020 | Q1 2023 | 10 |
BIT | BLACKROCK MULTI-SECTOR... | 9 | 9 | 0.23% | 1.01% | 1.21% | Q2 2019 | Q2 2021 | 9 |
FTSM | FIRST TRUST ENHANCED S... | 5 | 4 | 0.09% | 0.25% | 0.58% | Q2 2017 | Q3 2019 | 9 |
ISD | PGIM HIGH YIELD BOND F... | 9 | 9 | 0.16% | 0.20% | 0.23% | Q3 2021 | Q3 2023 | 9 |
IYY | ISHARES DOW JONES U.S.... | 9 | 9 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2020 | 9 |
BWG | LEGG MASON BW GLB INC ... | 8 | 8 | 0.24% | 1.43% | 2.28% | Q4 2015 | Q3 2017 | 8 |
MINT | PIMCO ETF TR | 6 | 2 | 0.07% | 0.31% | 0.59% | Q2 2017 | Q3 2021 | 8 |
SHY | ISHARES TR | 4 | 4 | 0.17% | 0.24% | 0.32% | Q4 2015 | Q3 2023 | 8 |
ON | ON SEMICONDUCTOR CORP COM | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
ABBV | ABBVIE INC COM | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
ERASCA INC COM | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 | |
ACRX | ACELRX PHARMACEUTICALS... | 8 | 8 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 8 |
USA | LIBERTY ALL STAR EQUIT... | 7 | 7 | 0.88% | 0.97% | 1.07% | Q3 2017 | Q1 2019 | 7 |
IDV | ISHARES TR | 7 | 7 | 0.68% | 0.87% | 1.12% | Q4 2015 | Q2 2017 | 7 |
BHK | BLACKROCK CORE BD TR S... | 7 | 7 | 0.66% | 0.75% | 0.88% | Q3 2017 | Q1 2019 | 7 |
NZF | NUVEEN MUNICIPAL CREDI... | 7 | 7 | 0.28% | 0.30% | 0.33% | Q3 2017 | Q1 2019 | 7 |
NUE | NUCOR CORP COM | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
HZNP | HORIZON THERAPEUTICS P... | 7 | 7 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q2 2022 | 7 |
MLM | MARTIN MARIETTA MATLS ... | 7 | 7 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q4 2022 | 7 |
SMH | VANECK SEMICONDUCTOR ETF | 6 | 6 | 1.29% | 1.79% | 2.49% | Q4 2021 | Q1 2023 | 6 |
NFJ | ALLIANZGI NFJ DIVID IN... | 6 | 6 | 1.11% | 1.17% | 1.23% | Q2 2019 | Q3 2020 | 6 |
CL | COLGATE PALMOLIVE CO | 6 | 6 | 0.24% | 0.27% | 0.30% | Q1 2016 | Q2 2017 | 6 |
BWG | LEGG MASON BW GLOBALIN... | 6 | 6 | 0.13% | 0.17% | 0.22% | Q4 2017 | Q1 2019 | 6 |
JCI | JOHNSON CTLS INTL PLC SHS | 5 | 1 | 0.06% | 0.14% | 0.35% | Q3 2016 | Q4 2021 | 6 |
EMNT | PIMCO ENHANCED SHORT M... | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
GNRC | GENERAC HLDGS INC COM | 6 | 6 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q1 2022 | 6 |
DRI | DARDEN RESTAURANTS INC... | 5 | 1 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q2 2023 | 6 |
PANW | PALO ALTO NETWORKS INC... | 3 | 1 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 6 |
HUBS | HUBSPOT INC COM | 4 | 2 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 6 |
EEM | ISHARES MSCI EMERGING ... | 5 | 5 | 0.18% | 0.19% | 0.21% | Q4 2018 | Q4 2019 | 5 |
EWJ | ISHARES MSCI JAPAN ETF | 5 | 5 | 0.11% | 0.12% | 0.14% | Q4 2018 | Q4 2019 | 5 |
ENR | ENERGIZER HLDGS INC NE... | 3 | 1 | 0.08% | 0.10% | 0.12% | Q1 2017 | Q4 2019 | 5 |
STLD | STEEL DYNAMICS INC | 5 | 5 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q1 2023 | 5 |
SYF | SYNCHRONY FINANCIAL COM | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q4 2021 | 5 |
ENTG | ENTEGRIS INC COM | 5 | 5 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q2 2022 | 5 |
EXG | EATON VANCE TAX MNGD G... | 5 | 5 | 0.06% | 0.07% | 0.07% | Q4 2015 | Q4 2016 | 5 |
FIXD | FIRST TRUST TCW OPPORT... | 4 | 4 | 0.07% | 2.40% | 4.76% | Q2 2022 | Q1 2023 | 4 |
DVY | ISHARES TR | 4 | 4 | 2.04% | 2.24% | 2.38% | Q4 2015 | Q3 2016 | 4 |
EWJ | ISHARES | 4 | 4 | 1.45% | 1.61% | 1.70% | Q4 2015 | Q3 2016 | 4 |
HDV | ISHARES TR | 4 | 4 | 1.12% | 1.22% | 1.31% | Q4 2015 | Q3 2016 | 4 |
VWO | VANGUARD INTL EQUITY I... | 4 | 4 | 1.05% | 1.12% | 1.18% | Q4 2015 | Q3 2016 | 4 |
ETJ | EATON VANCE RISK MNGD ... | 4 | 4 | 0.10% | 0.97% | 1.41% | Q4 2015 | Q3 2016 | 4 |
NTG | TORTOISE MLP FD INC | 4 | 4 | 0.22% | 0.90% | 1.24% | Q4 2015 | Q3 2016 | 4 |
EMD | WESTERN ASSET EMERGING... | 4 | 4 | 0.38% | 0.45% | 0.54% | Q2 2021 | Q1 2022 | 4 |
IDE | VOYA INFRASTRUCTURE IN... | 4 | 4 | 0.32% | 0.36% | 0.40% | Q2 2021 | Q1 2022 | 4 |
MBB | ISHARES TR | 4 | 4 | 0.24% | 0.26% | 0.28% | Q4 2015 | Q3 2016 | 4 |
SPHY | SPDR PORTFOLIO HIGH YI... | 4 | 4 | 0.17% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
DSU | BLACKROCK DEBT STRATEG... | 4 | 4 | 0.19% | 0.21% | 0.24% | Q2 2021 | Q1 2022 | 4 |
GLD | SPDR GOLD TRUST | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2015 | Q3 2016 | 4 |
SONC | SONIC CORP | 2 | 2 | 0.11% | 0.13% | 0.15% | Q4 2015 | Q3 2018 | 4 |
RWO | SPDR DOW JONES GLOBAL ... | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
FAM | FIRST TR ABERDEEN GLBL... | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2015 | Q3 2016 | 4 |
CVNA | CARVANA CO CL A | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q3 2021 | 4 |
UPST | UPSTART HLDGS INC COM | 4 | 4 | 0.06% | 0.10% | 0.18% | Q2 2021 | Q1 2022 | 4 |
MOS | MOSAIC CO | 4 | 4 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q4 2022 | 4 |
NCLH | NORWEGIAN CRUISE LINE ... | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 4 |
CROX | CROCS INC COM | 3 | 1 | 0.07% | 0.07% | 0.09% | Q2 2021 | Q1 2023 | 4 |
DT | DYNATRACE INC COM NEW | 3 | 1 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q4 2021 | 4 |
JBHT | HUNT J B TRANS SVCS IN... | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q1 2023 | 4 |
SIGMA LITHIUM CORPORAT... | 4 | 4 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q4 2022 | 4 | |
EBAY | EBAY INC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q3 2021 | 4 |
DSU | BLACKROCK DEBT STRAT F... | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q3 2016 | 4 |
FTSL | FIRST TRUST SENIOR LOA... | 3 | 3 | 3.62% | 3.71% | 3.78% | Q4 2022 | Q2 2023 | 3 |
VOO | VANGUARD S&P 500 ETF | 3 | 3 | 1.10% | 1.12% | 1.15% | Q4 2019 | Q2 2020 | 3 |
VB | VANGUARD SMALL-CAP IND... | 3 | 3 | 0.79% | 0.81% | 0.82% | Q4 2019 | Q2 2020 | 3 |
RCL | ROYAL CARIBBEAN GROUP COM | 3 | 3 | 0.07% | 0.28% | 0.67% | Q1 2023 | Q3 2023 | 3 |
MFL | BLACKROCK MUNIHLDS INV... | 3 | 3 | 0.11% | 0.12% | 0.12% | Q4 2015 | Q2 2016 | 3 |
ULTA | ULTA BEAUTY INC COM | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q1 2023 | 3 |
SPOT | SPOTIFY TECHNOLOGY S A... | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
BMRN | BIOMARIN PHARMACEUTICA... | 3 | 3 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q1 2023 | 3 |
PHM | PULTE GROUP INC COM | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
LSCC | LATTICE SEMICONDUCTOR ... | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
EXAS | EXACT SCIENCES CORP COM | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
JEF | JEFFERIES FINL GROUP I... | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q4 2021 | 3 |
URI | UNITED RENTALS INC COM | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
GXO LOGISTICS INCORPOR... | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 | |
CNXC | CONCENTRIX CORP COM | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q2 2022 | 3 |
BRKR | BRUKER CORP COM | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
LNT | ALLIANT ENERGY CORP COM | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
GRMN | GARMIN LTD | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
FSK | FS KKR CAPITAL CORP COM | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
DIMENSIONAL INTERNATIO... | 2 | 2 | 2.78% | 2.79% | 2.80% | Q2 2023 | Q3 2023 | 2 | |
JCI | JOHNSON CTLS INC | 2 | 2 | 0.40% | 0.40% | 0.41% | Q4 2015 | Q1 2016 | 2 |
SWAV | SHOCKWAVE MED INC COM | 2 | 2 | 0.09% | 0.13% | 0.16% | Q3 2022 | Q4 2022 | 2 |
DWDP | DOWDUPONT INC COM | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q4 2017 | 2 |
LLY | LILLY ELI & CO COM | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
ALK | ALASKA AIR GROUP INC COM | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
UNM | UNUM GROUP | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q4 2022 | 2 |
WYNN | WYNN RESORTS LTD COM | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
ASPEN TECHNOLOGY INC COM | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q4 2022 | 2 | |
ANET | ARISTA NETWORKS INC COM | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
MGM | MGM RESORTS INTERNATIO... | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
ACI | ALBERTSONS COS INC COM... | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q2 2022 | 2 |
CELH | CELSIUS HLDGS INC COM NEW | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
BJ | BJS WHSL CLUB HLDGS IN... | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
HUN | HUNTSMAN CORP COM | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q2 2022 | 2 |
THC | TENET HEALTHCARE CORP ... | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
HUBB | HUBBELL INC COM | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
BLDR | BUILDERS FIRSTSOURCE I... | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
PFGC | PERFORMANCE FOOD GROUP... | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
DRAFTKINGS INC NEW COM... | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 | |
GMED | GLOBUS MED INC CL A | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
TOL | TOLL BROTHERS INC COM | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
ACGL | ARCH CAP GROUP LTD ORD | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
ARMK | ARAMARK COM | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
FLEX | FLEX LTD ORD | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SUM | SUMMIT MATLS INC CL A | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
JHP | NUVEEN QUALITY PFD INC... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q1 2016 | 2 |
SIGMA LITHIUM CORPORAT... | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 | |
BATH & BODY WORKS INC COM | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 | |
NOTV | INOTIV INC COM | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
ACN | ACCENTURE LTD BERMUDA ... | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
PROG | PROGENITY INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
IEF | ISHARES 7-10 YEAR TREA... | 1 | 1 | 4.30% | 4.30% | 4.30% | Q3 2023 | Q3 2023 | 1 |
TLH | ISHARES 10-20 YEAR TRE... | 1 | 1 | 2.73% | 2.73% | 2.73% | Q4 2022 | Q4 2022 | 1 |
FBND | FIDELITY TOTAL BOND ETF | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
WPZ | WILLIAMS PARTNERS L P ... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2018 | Q2 2018 | 1 |
INMD | INMODE LTD SHS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
VTI | VANGUARD TOTAL STOCK M... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
OXY | OCCIDENTAL PETE CORP D... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
AMLP | ALPS ETF TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
NVCR | NOVOCURE LTD ORD SHS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
SYNA | SYNAPTICS INC COM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
TDOC | TELADOC HEALTH INC COM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
SBNY | SIGNATURE BK NEW YORK ... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
FIVE | FIVE BELOW INC COM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
UAL | UNITED AIRLS HLDGS INC... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
INSP | INSPIRE MED SYS INC COM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
HALO | HALOZYME THERAPEUTICS ... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
MTZ | MASTEC INC COM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
QSR | RESTAURANT BRANDS INTL... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
LB | L BRANDS INC COM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
CASY | CASEYS GEN STORES INC COM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
LEN | LENNAR CORP CL A | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
TW | TRADEWEB MKTS INC CL A | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
VMC | VULCAN MATLS CO COM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
CDAY | CERIDIAN HCM HLDG INC COM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
INCY | INCYTE CORP COM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
TGLS | TECNOGLASS INC ORD SHS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
X | UNITED STATES STL CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
MDYV | SPDR S&P 400 MID CAP V... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
MCADR | MOUNTAIN CREST ACQUSTN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
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The securities at the top of the list , including VANGUARD SPECIALIZED PORTFOL, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Edmonds Duncan Registered Investment Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Edmonds Duncan Registered Investment Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Edmonds Duncan Registered Investment Advisors, LLC owns currently or has owned in the past.