$342 Million is the total value of Edmonds Duncan Registered Investment Advisors, LLC's 143 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 15.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $24,583,000 | -1.7% | 717,133 | +3.1% | 7.18% | +9.1% |
| SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $24,442,000 | +1.6% | 369,155 | +1.8% | 7.14% | +12.7% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $24,393,000 | +1.2% | 150,426 | +1.8% | 7.13% | +12.3% |
| SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $24,070,000 | +1.8% | 576,519 | +1.4% | 7.03% | +12.9% |
| DRSK | Buy | APTUS DEFINED RISK ETFetf | $16,798,000 | +2.5% | 600,560 | +4.5% | 4.91% | +13.8% |
| WBND | Buy | WESTERN ASSET TOTAL RETURN ETFetf | $14,032,000 | -8.3% | 611,411 | +2.4% | 4.10% | +1.8% |
| VBR | Sell | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $11,716,000 | +0.7% | 66,593 | -0.1% | 3.42% | +11.8% |
| VOE | Buy | VANGUARD MID-CAP VALUE INDEX FUNDetf | $11,389,000 | +2.3% | 76,092 | +1.0% | 3.33% | +13.5% |
| VOT | Buy | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $10,170,000 | +2.4% | 45,642 | +2.4% | 2.97% | +13.7% |
| VBK | Buy | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $8,941,000 | +2.5% | 36,032 | +2.0% | 2.61% | +13.7% |
| SRLN | Sell | SPDR BLACKSTONE SENIOR LOAN ETFetf | $7,850,000 | -2.4% | 174,595 | -0.6% | 2.29% | +8.3% |
| SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $6,308,000 | -5.6% | 163,245 | +2.8% | 1.84% | +4.8% |
| IGSB | Buy | ISHARES 1-3 YR CREDIT BOND ETFetf | $6,237,000 | -0.2% | 120,600 | +3.0% | 1.82% | +10.8% |
| TPYP | Buy | TORTOISE NORTH AMERICAN PIPELINE FUNDetf | $6,167,000 | +14.4% | 232,820 | +1.5% | 1.80% | +27.0% |
| PEP | PEPSICO INC COMstock | $5,856,000 | -4.5% | 34,984 | 0.0% | 1.71% | +6.0% | |
| AAPL | Buy | APPLE INCstock | $5,224,000 | +5.0% | 29,919 | +0.0% | 1.53% | +16.6% |
| SMH | Buy | VANECK SEMICONDUCTOR ETFetf | $4,979,000 | +1.6% | 18,456 | +7.3% | 1.46% | +12.8% |
| SCZ | Buy | ISHARES MSCI EAFE SMALL CAP ETFetf | $4,958,000 | -3.1% | 74,730 | +3.4% | 1.45% | +7.6% |
| EEMV | Buy | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $4,496,000 | -0.5% | 73,662 | +3.3% | 1.31% | +10.5% |
| VVR | Buy | INVESCO SR INCOME TR COMcef | $4,252,000 | -1.0% | 998,115 | +4.1% | 1.24% | +9.8% |
| VSS | Buy | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDetf | $4,105,000 | -90.3% | 33,131 | +2.1% | 1.20% | -89.2% |
| CFFN | CAPITOL FEDERAL FINANCIALstock | $3,969,000 | -2.7% | 364,752 | 0.0% | 1.16% | +8.1% | |
| FLTR | VANECK INVESTMENT GRADE FLOATING RATE ETFetf | $3,895,000 | -0.8% | 155,188 | 0.0% | 1.14% | +10.2% | |
| NFJ | Buy | VIRTUS DIVIDEND INTEREST & PR COMcef | $3,788,000 | -2.6% | 263,204 | +1.6% | 1.11% | +8.2% |
| PBP | Buy | POWERSHARES S&P 500 BUYWRITE PORTFOLIO ETFetf | $3,669,000 | +4.6% | 157,734 | +2.1% | 1.07% | +16.1% |
| VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $3,252,000 | +1.4% | 22,005 | +0.5% | 0.95% | +12.6% |
| VUG | Buy | VANGUARD GROWTH INDEX FUNDetf | $3,172,000 | +4.9% | 11,028 | +6.2% | 0.93% | +16.5% |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $3,147,000 | +3.2% | 41,208 | +3.6% | 0.92% | +14.6% |
| SPSM | Buy | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $3,088,000 | +8.1% | 73,403 | +8.9% | 0.90% | +19.9% |
| MLPA | Buy | GLOBAL X MLP ETFetf | $2,921,000 | +5.6% | 72,470 | +0.8% | 0.85% | +17.2% |
| FPE | Buy | FIRST TRUST PREFERRED SECURITIES AND INCOME ETFetf | $2,874,000 | -4.3% | 151,094 | +1.2% | 0.84% | +6.3% |
| VNQ | Buy | VANGUARD REIT INDEX ETFetf | $2,772,000 | +2.8% | 25,576 | +1.3% | 0.81% | +14.1% |
| MSFT | MICROSOFTstock | $2,672,000 | +1.6% | 8,666 | 0.0% | 0.78% | +12.9% | |
| UNP | Buy | UNION PAC CORP COMstock | $2,505,000 | +14.2% | 9,170 | +0.1% | 0.73% | +26.6% |
| EVV | Buy | EATON VANCE LTD DURATION INCOME FDcef | $2,495,000 | -6.4% | 213,237 | +0.1% | 0.73% | +3.8% |
| IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $2,393,000 | +4.9% | 15,368 | +4.6% | 0.70% | +16.5% |
| DGRO | ISHARES TR CORE DIVID GROWTH ETFetf | $2,293,000 | -1.1% | 42,935 | 0.0% | 0.67% | +9.8% | |
| SPMD | Buy | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $2,287,000 | +5.1% | 48,494 | +4.8% | 0.67% | +16.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $2,134,000 | +10.3% | 6,048 | -1.6% | 0.62% | +22.4% |
| QYLD | Sell | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $1,987,000 | -4.0% | 94,766 | -3.0% | 0.58% | +6.6% |
| IJT | Buy | ISHARES S&P SMALLCAP 600 GROWTH ETFetf | $1,870,000 | +5.2% | 14,950 | +6.9% | 0.55% | +16.7% |
| AVK | Buy | ADVENT CONV & INCOME FD COMcef | $1,733,000 | -5.9% | 110,650 | +0.4% | 0.51% | +4.3% |
| MUI | Buy | BLACKROCK MUNICIPAL INCOME COMcef | $1,638,000 | -5.2% | 124,723 | +3.8% | 0.48% | +5.3% |
| YUM | YUM! BRANDS INCstock | $1,498,000 | -4.8% | 12,640 | 0.0% | 0.44% | +5.8% | |
| BAC | BK OF AMERICA CORP COMstock | $1,495,000 | -11.2% | 36,257 | 0.0% | 0.44% | -1.4% | |
| FFA | Buy | FIRST TR ENHANCED EQUITY INCOM COMcef | $1,465,000 | +0.1% | 72,360 | +1.8% | 0.43% | +11.2% |
| NVDA | NVIDIA CORPstock | $1,466,000 | +8.8% | 5,372 | 0.0% | 0.43% | +20.6% | |
| IJS | Buy | ISHARES S&P SMALLCAP 600 VALUE ETFetf | $1,390,000 | +9.3% | 13,576 | +9.3% | 0.41% | +21.2% |
| VNQI | Buy | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $1,383,000 | +0.4% | 26,623 | +2.6% | 0.40% | +11.6% |
| AFB | Buy | ALLIANCEBERNSTEIN NATL MUN INM COMcef | $1,371,000 | -6.3% | 108,903 | +3.9% | 0.40% | +4.2% |
| EMD | Buy | WESTERN ASSET EMERGING MKTS DE COMcef | $1,312,000 | -10.6% | 122,255 | +0.6% | 0.38% | -0.8% |
| MFM | Buy | MFS MUN INCOME TR SH BEN INTcef | $1,250,000 | -4.6% | 204,328 | +3.9% | 0.36% | +5.8% |
| IJK | Buy | ISHARES S&P MIDCAP 400 GROWTH INDEXetf | $1,233,000 | +7.2% | 15,959 | +7.5% | 0.36% | +18.8% |
| IDE | Buy | VOYA INFRASTRUCTURE INDLS & MT COMcef | $1,194,000 | -1.2% | 102,673 | +1.5% | 0.35% | +9.7% |
| IJJ | Buy | ISHARES S&P MIDCAP 400 VALUE ETFetf | $1,190,000 | +8.5% | 10,849 | +7.7% | 0.35% | +20.4% |
| F | Buy | FORD MOTOR COMPANYstock | $1,073,000 | -19.8% | 63,437 | +6.4% | 0.31% | -11.1% |
| EVRG | Sell | EVERGY INC COMstock | $1,059,000 | +4.6% | 15,491 | -0.6% | 0.31% | +16.2% |
| MCD | Sell | MCDONALDS CORP COMstock | $1,036,000 | -10.7% | 4,189 | -7.8% | 0.30% | -0.7% |
| TSLA | TESLA MOTORS INCstock | $1,037,000 | +8.2% | 962 | 0.0% | 0.30% | +20.2% | |
| IJR | ISHARES S&P SMALLCAP 600 ETFetf | $990,000 | -0.7% | 9,176 | 0.0% | 0.29% | +10.3% | |
| IGR | Buy | CBRE GBL REAL ESTATE INC FD COMcef | $863,000 | +8.6% | 95,454 | +9.0% | 0.25% | +20.6% |
| WMB | WILLIAMS COS INC COMstock | $844,000 | +15.0% | 25,275 | 0.0% | 0.25% | +28.0% | |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INCME COMcef | $812,000 | -4.0% | 61,758 | +4.3% | 0.24% | +6.3% |
| DIS | DISNEY WALT CO COMstock | $710,000 | -8.6% | 5,177 | 0.0% | 0.21% | +1.0% | |
| ISD | Buy | PGIM HIGH YIELD BOND FUND INC COMcef | $690,000 | -8.1% | 48,054 | +0.7% | 0.20% | +2.0% |
| PG | PROCTER AND GAMBLE CO COMstock | $683,000 | -5.7% | 4,470 | 0.0% | 0.20% | +4.7% | |
| AMGN | AMGEN INCstock | $665,000 | +4.6% | 2,750 | 0.0% | 0.19% | +16.2% | |
| XOM | EXXON MOBIL CORP COMstock | $655,000 | +12.9% | 7,936 | 0.0% | 0.19% | +24.8% | |
| DSU | BLACKROCK DEBT STRATEGIES FUNDcef | $644,000 | -9.0% | 61,826 | 0.0% | 0.19% | +1.1% | |
| BFB | BROWN FORMAN CORP CL Bstock | $628,000 | +0.3% | 9,375 | 0.0% | 0.18% | +10.9% | |
| USB | US BANCORP DEL COM NEWstock | $563,000 | -7.2% | 10,596 | 0.0% | 0.16% | +2.5% | |
| SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $554,000 | -2.6% | 5,719 | 0.0% | 0.16% | +8.0% | |
| HD | HOME DEPOTstock | $534,000 | -16.7% | 1,783 | 0.0% | 0.16% | -7.7% | |
| AEE | AMEREN CORPstock | $533,000 | +7.0% | 5,682 | 0.0% | 0.16% | +19.1% | |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $529,000 | +11.8% | 1 | 0.0% | 0.16% | +24.0% | |
| JNJ | JOHNSON & JOHNSON COMstock | $513,000 | +6.4% | 2,896 | 0.0% | 0.15% | +18.1% | |
| CSX | CSX CORPstock | $472,000 | +6.3% | 12,600 | 0.0% | 0.14% | +17.9% | |
| MO | ALTRIA GROUP INC COMstock | $469,000 | +4.5% | 8,969 | 0.0% | 0.14% | +16.1% | |
| AMZN | AMAZON.COM INCstock | $466,000 | +4.3% | 143 | 0.0% | 0.14% | +15.3% | |
| DXCM | Buy | DEXCOM INC COMstock | $460,000 | +24.3% | 899 | +5.9% | 0.13% | +38.1% |
| ENPH | Buy | ENPHASE ENERGY INC COMstock | $455,000 | +52.2% | 2,255 | +1.5% | 0.13% | +68.4% |
| CERN | CERNER CORPstock | $455,000 | +2.0% | 4,861 | 0.0% | 0.13% | +13.7% | |
| YUMC | YUM CHINA HLDGS INC COMstock | $431,000 | -8.7% | 10,370 | 0.0% | 0.13% | +1.6% | |
| WMT | WALMART INC COMstock | $430,000 | +3.4% | 2,889 | 0.0% | 0.13% | +14.5% | |
| PM | PHILIP MORRIS INTL INCstock | $428,000 | -7.4% | 4,555 | 0.0% | 0.12% | +2.5% | |
| XLRE | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $397,000 | +2.3% | 8,206 | 0.0% | 0.12% | +13.7% | |
| AMAT | APPLIED MATLS INC COMstock | $395,000 | -7.9% | 3,000 | 0.0% | 0.12% | +1.8% | |
| COP | CONOCOPHILLIPS COMstock | $389,000 | +14.4% | 3,892 | 0.0% | 0.11% | +28.1% | |
| DSI | ISHARES MSCI KLD 400 SOCIAL ETFetf | $388,000 | -0.8% | 4,481 | 0.0% | 0.11% | +9.7% | |
| INTC | INTEL CORP COMstock | $382,000 | -7.5% | 7,701 | 0.0% | 0.11% | +2.8% | |
| GOOG | ALPHABET INC CAP STK CL Cstock | $372,000 | +3.0% | 133 | 0.0% | 0.11% | +14.7% | |
| MAC | MACERICH COreit | $369,000 | -6.3% | 23,578 | 0.0% | 0.11% | +3.8% | |
| TSM | Buy | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | $369,000 | -20.0% | 3,539 | +0.6% | 0.11% | -10.7% |
| GOOGL | GOOGLE INCstock | $367,000 | +2.8% | 132 | 0.0% | 0.11% | +13.8% | |
| HWM | Sell | HOWMET AEROSPACE INC COMstock | $362,000 | +5.8% | 10,066 | -0.5% | 0.11% | +17.8% |
| FLRN | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFetf | $362,000 | -0.3% | 11,877 | 0.0% | 0.11% | +10.4% | |
| CVX | CHEVRON CORP NEW COMstock | $351,000 | +26.3% | 2,158 | 0.0% | 0.10% | +41.1% | |
| MOS | New | MOSAIC COstock | $339,000 | – | 5,104 | +100.0% | 0.10% | – |
| FB | Sell | META PLATFORMS INC CL Astock | $338,000 | -41.8% | 1,518 | -16.5% | 0.10% | -35.3% |
| WST | WEST PHARMACEUTICAL SVSC INC COMstock | $329,000 | +9.7% | 800 | 0.0% | 0.10% | +21.5% | |
| STLD | New | STEEL DYNAMICS INCstock | $328,000 | – | 3,927 | +100.0% | 0.10% | – |
| NUE | New | NUCOR CORP COMstock | $317,000 | – | 2,132 | +100.0% | 0.09% | – |
| HZNP | Buy | HORIZON THERAPEUTICS PUB L SHSstock | $312,000 | +27.3% | 2,969 | +6.8% | 0.09% | +42.2% |
| ENTG | Buy | ENTEGRIS INC COMstock | $307,000 | +13.3% | 2,341 | +10.1% | 0.09% | +26.8% |
| AFL | AFLAC INC COMstock | $306,000 | +2.7% | 4,750 | 0.0% | 0.09% | +14.1% | |
| MLM | Buy | MARTIN MARIETTA MATLS INC COMstock | $293,000 | 0.0% | 760 | +1.3% | 0.09% | +11.7% |
| ACI | New | ALBERTSONS COS INC COMMON STOCKstock | $286,000 | – | 8,588 | +100.0% | 0.08% | – |
| THC | Sell | TENET HEALTHCARE CORP COM NEWstock | $283,000 | +7.2% | 3,286 | -4.1% | 0.08% | +20.3% |
| NKE | NIKE INC CLASS Bstock | $283,000 | -7.2% | 2,100 | 0.0% | 0.08% | +3.8% | |
| JBHT | New | HUNT J B TRANS SVCS INC COMstock | $285,000 | – | 1,417 | +100.0% | 0.08% | – |
| HUN | New | HUNTSMAN CORP COMstock | $278,000 | – | 7,409 | +100.0% | 0.08% | – |
| GNRC | Sell | GENERAC HLDGS INC COMstock | $272,000 | -10.5% | 914 | -12.4% | 0.08% | -1.2% |
| ON | Buy | ON SEMICONDUCTOR CORP COMstock | $269,000 | +15.9% | 4,304 | +9.5% | 0.08% | +29.5% |
| BA | BOEING CO COMstock | $266,000 | -11.6% | 1,388 | 0.0% | 0.08% | -1.3% | |
| ABBV | ABBVIE INC COMstock | $268,000 | +20.2% | 1,652 | 0.0% | 0.08% | +32.2% | |
| BMY | BRISTOL-MYERS SQUIBB CO COMstock | $266,000 | +12.7% | 3,649 | 0.0% | 0.08% | +25.8% | |
| SBNY | New | SIGNATURE BK NEW YORK N Y COMstock | $257,000 | – | 876 | +100.0% | 0.08% | – |
| SYNA | New | SYNAPTICS INC COMstock | $257,000 | – | 1,288 | +100.0% | 0.08% | – |
| MDY | SPDR S&P MIDCAP 400 ETFetf | $258,000 | +0.4% | 526 | 0.0% | 0.08% | +10.3% | |
| T | AT&T INC COMstock | $252,000 | -13.4% | 10,664 | 0.0% | 0.07% | -3.9% | |
| CNXC | Sell | CONCENTRIX CORP COMstock | $247,000 | -2.8% | 1,480 | -1.3% | 0.07% | +7.5% |
| M | MACYS INC COMstock | $235,000 | -3.7% | 9,654 | 0.0% | 0.07% | +7.8% | |
| ASG | LIBERTY ALL-STAR GROWTH FD INC COMcef | $224,000 | -2.2% | 29,642 | 0.0% | 0.06% | +8.3% | |
| UPST | Sell | UPSTART HLDGS INC COMstock | $222,000 | -6.7% | 2,038 | -9.2% | 0.06% | +3.2% |
| IBM | INTL BUSINESS MACHINESstock | $214,000 | -1.4% | 1,649 | 0.0% | 0.06% | +10.5% | |
| LNT | ALLIANT ENERGY CORP COMstock | $214,000 | +5.4% | 3,422 | 0.0% | 0.06% | +18.9% | |
| BRKR | Buy | BRUKER CORP COMstock | $217,000 | +1.4% | 3,373 | +7.9% | 0.06% | +12.5% |
| HUBS | Buy | HUBSPOT INC COMstock | $213,000 | +6.0% | 448 | +0.9% | 0.06% | +17.0% |
| ERASCA INC COMstock | $212,000 | -23.7% | 24,625 | 0.0% | 0.06% | -15.1% | ||
| MDYV | New | SPDR S&P 400 MID CAP VALUE ETFetf | $207,000 | – | 2,944 | +100.0% | 0.06% | – |
| ACN | ACCENTURE LTD BERMUDA CL Astock | $201,000 | -2.0% | 596 | 0.0% | 0.06% | +9.3% | |
| PFE | PFIZER INC COMstock | $201,000 | -3.4% | 3,890 | 0.0% | 0.06% | +7.3% | |
| SLVP | ISHARES MSCI GLOBAL SILVER AND METALS MINERS ETFetf | $186,000 | +5.7% | 13,115 | 0.0% | 0.05% | +17.4% | |
| DCPH | DECIPHERA PHARMACEUTICALS INC COMstock | $165,000 | +9.3% | 17,747 | 0.0% | 0.05% | +20.0% | |
| New | SIGMA LITHIUM CORPORATION COMstock | $153,000 | – | 11,291 | +100.0% | 0.04% | – | |
| DMF | DREYFUS MUN INCOME INCcef | $149,000 | -9.1% | 19,682 | 0.0% | 0.04% | +2.3% | |
| BTZ | BLACKROCK CR ALLOCATION INCOME COMcef | $137,000 | -9.9% | 10,900 | 0.0% | 0.04% | 0.0% | |
| FAT | FAT BRANDS INC CLASS A COMstock | $95,000 | -30.7% | 12,655 | 0.0% | 0.03% | -22.2% | |
| JPS | NUVEEN QUALITY PFD INCOME FD 2cef | $87,000 | -11.2% | 10,347 | 0.0% | 0.02% | -3.8% | |
| BGY | BLACKROCK INTL GROWTH TRcef | $66,000 | -8.3% | 11,487 | 0.0% | 0.02% | 0.0% | |
| PROG | PROGENITY INC COMstock | $12,000 | -14.3% | 10,000 | 0.0% | 0.00% | 0.0% | |
| ACRX | ACELRX PHARMACEUTICALS INC COMstock | $12,000 | -42.9% | 41,000 | 0.0% | 0.00% | -33.3% | |
| EPC | Exit | ENERGIZER HOLDING INCstock | $0 | – | -4,064 | -100.0% | -0.05% | – |
| JCI | Exit | JOHNSON CTLS INCstock | $0 | – | -2,897 | -100.0% | -0.06% | – |
| PANW | Exit | PALO ALTO NETWORKS INC COMstock | $0 | – | -420 | -100.0% | -0.06% | – |
| NOTV | Exit | INOTIV INC COMstock | $0 | – | -7,005 | -100.0% | -0.06% | – |
| Exit | BATH & BODY WORKS INC COMstock | $0 | – | -4,160 | -100.0% | -0.06% | – | |
| GWX | Exit | SPDR S&P INTERNATIONAL SMALL CAP ETFetf | $0 | – | -6,770 | -100.0% | -0.06% | – |
| DT | Exit | DYNATRACE INC COM NEWstock | $0 | – | -4,828 | -100.0% | -0.06% | – |
| CROX | Exit | CROCS INC COMstock | $0 | – | -2,210 | -100.0% | -0.07% | – |
| SUM | Exit | SUMMIT MATLS INC CL Astock | $0 | – | -6,998 | -100.0% | -0.07% | – |
| URI | Exit | UNITED RENTALS INC COMstock | $0 | – | -889 | -100.0% | -0.07% | – |
| JEF | Exit | JEFFERIES FINL GROUP INC COMstock | $0 | – | -8,093 | -100.0% | -0.08% | – |
| SYF | Exit | SYNCHRONY FINANCIAL COMstock | $0 | – | -6,851 | -100.0% | -0.08% | – |
| DRI | Exit | DARDEN RESTAURANTS INC COMstock | $0 | – | -2,275 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED PORTFOL | 32 | Q3 2023 | 7.6% |
| ISHARES TR | 32 | Q3 2023 | 5.9% |
| ISHARES TR | 32 | Q3 2023 | 5.4% |
| PEPSICO INC COM | 32 | Q3 2023 | 2.1% |
| ISHARES TR | 32 | Q3 2023 | 5.7% |
| ISHARES TR CORE DIVID GROWTH ETF | 32 | Q3 2023 | 5.2% |
| ISHARES TR | 32 | Q3 2023 | 3.3% |
| ISHARES TR | 32 | Q3 2023 | 3.3% |
| ISHARES TR | 32 | Q3 2023 | 3.1% |
| ISHARES TR | 32 | Q3 2023 | 3.1% |
View Edmonds Duncan Registered Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-27 |
View Edmonds Duncan Registered Investment Advisors, 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.