BKD Wealth Advisors, LLC Portfolio Holdings
Q3 2025•402 long positions•$5.0B portfolio value
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Holding414 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $1.5B 30.7% | +$27.2M Bought | — 4.7M shares | 4.6M → 4.7M +$27.2M | +1.79% | — — | Q3 2013 Held for 12y 2m | |
ETF ETF | $512.2M 10.17% | +$18.1M Bought | — 7.2M shares | 6.9M → 7.2M +$18.1M | +3.67% | — — | Q3 2013 Held for 12y 2m | |
ETF ETF | $162.9M 3.23% | +$2.2M Bought | — 6.3M shares | 6.2M → 6.3M +$2.2M | +1.37% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $155.6M 3.09% | +$15.0M Bought | — 2.4M shares | 2.2M → 2.4M +$15.0M | +10.64% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $147.8M 2.94% | -$5.7M Sold | — 241.3K shares | 250.6K → 241.3K −$5.7M | -3.71% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $144.6M 2.87% | +$2.6M Bought | — 1.4M shares | 1.4M → 1.4M +$2.6M | +1.83% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $119.6M 2.38% | +$6.2M Bought | — 2.6M shares | 2.5M → 2.6M +$6.2M | +5.45% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $112.7M 2.24% | +$1.9M Bought | — 168.4K shares | 165.6K → 168.4K +$1.9M | +1.71% | — — | Q3 2013 Held for 12y 2m | |
ETF ETF | $102.8M 2.04% | +$37.9M Bought | — 1.3M shares | 828.4K → 1.3M +$37.9M | +58.32% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $77.9M 1.55% | +$16.0M Bought | — 1.9M shares | 1.5M → 1.9M +$16.0M | +25.9% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $67.4M 1.34% | -$1.6M Sold | — 632.7K shares | 647.8K → 632.7K −$1.6M | -2.33% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $65.8M 1.31% | -$5.5M Sold | — 1.7M shares | 1.8M → 1.7M −$5.5M | -7.75% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $65.1M 1.29% | -$2.1M Sold | — 787.7K shares | 813.2K → 787.7K −$2.1M | -3.13% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $61.1M 1.21% | +$25.3M Bought | — 1.9M shares | 1.1M → 1.9M +$25.3M | +70.73% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $59.8M 1.19% | +$6.3M Bought | — 1.2M shares | 1.1M → 1.2M +$6.3M | +11.68% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $51.4M 1.02% | -$627.1K Sold | 0.001% 275.6K shares | 278.9K → 275.6K −$627.1K | -1.21% | $4.54T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $51.3M 1.02% | -$2.9M Sold | — 352.0K shares | 371.7K → 352.0K −$2.9M | -5.29% | — — | Q2 2015 Held for 10y 5m | |
ETF ETF | $47.3M 0.939% | -$2.5M Sold | — 616.0K shares | 649.1K → 616.0K −$2.5M | -5.09% | — — | Q3 2013 Held for 12y 2m | |
ETF ETF | $47.2M 0.937% | -$1.1M Sold | — 193.2K shares | 197.9K → 193.2K −$1.1M | -2.36% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $45.4M 0.902% | -$3.8M Sold | — 1.9M shares | 2.1M → 1.9M −$3.8M | -7.73% | — — | Q1 2015 Held for 10y 8m | |
Consumer Electronics Technology | $45.2M 0.898% | -$852.5K Sold | 0.001% 177.5K shares | 180.8K → 177.5K −$852.5K | -1.85% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $41.5M 0.825% | -$4.1M Sold | — 1.1M shares | 1.2M → 1.1M −$4.1M | -9.03% | — — | Q2 2022 Held for 3y 5m | |
Software - Infrastructure Technology | $35.6M 0.707% | +$1.0M Bought | 0.001% 68.8K shares | 66.8K → 68.8K +$1.0M | +2.91% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $33.2M 0.658% | -$46.5K Sold | 0.005% 43.4K shares | 43.5K → 43.4K −$46.5K | -0.14% | $684.00B Mega Cap | Q1 2018 Held for 7y 8m | |
ETF ETF | $33.1M 0.658% | -$155.7K Sold | — 274.3K shares | 275.6K → 274.3K −$155.7K | -0.47% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $32.6M 0.647% | -$807.1K Sold | — 499.1K shares | 511.4K → 499.1K −$807.1K | -2.42% | — — | Q3 2013 Held for 12y 2m | |
ETF ETF | $32.2M 0.64% | -$2.8M Sold | — 553.2K shares | 601.8K → 553.2K −$2.8M | -8.07% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $32.0M 0.637% | -$328.3K Sold | — 694.9K shares | 702.0K → 694.9K −$328.3K | -1.01% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $29.0M 0.576% | -$539.1K Sold | — 60.4K shares | 61.6K → 60.4K −$539.1K | -1.83% | — — | Q1 2015 Held for 10y 8m | |
ETF ETF | $23.9M 0.475% | -$764.7K Sold | — 684.5K shares | 706.4K → 684.5K −$764.7K | -3.1% | — — | Q3 2013 Held for 12y 2m | |
ETF ETF | $23.8M 0.473% | -$830.4K Sold | — 527.1K shares | 545.5K → 527.1K −$830.4K | -3.37% | — — | Q3 2013 Held for 12y 2m | |
ETF ETF | $23.1M 0.458% | +$642.2K Bought | — 34.6K shares | 33.7K → 34.6K +$642.2K | +2.86% | — — | Q3 2013 Held for 12y 2m | |
ETF ETF | $22.1M 0.439% | -$2.0M Sold | — 86.8K shares | 94.9K → 86.8K −$2.0M | -8.46% | — — | Q3 2013 Held for 12y 2m | |
Internet Content & Information Communication Services | $21.7M 0.431% | -$937.2K Sold | 0.001% 89.3K shares | 93.1K → 89.3K −$937.2K | -4.14% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $21.4M 0.424% | -$269.6K Sold | 0.023% 198.2K shares | 200.7K → 198.2K −$269.6K | -1.25% | $91.5B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $20.7M 0.412% | -$164.0K Sold | 0.002% 65.8K shares | 66.3K → 65.8K −$164.0K | -0.78% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Information Technology Services Technology | $20.1M 0.4% | -$12.8K Sold | 0.186% 135.2K shares | 135.3K → 135.2K −$12.8K | -0.06% | $10.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $19.9M 0.396% | -$989.0K Sold | — 291.1K shares | 305.5K → 291.1K −$989.0K | -4.73% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $19.0M 0.378% | -$299.0K Sold | — 50.2K shares | 51.0K → 50.2K −$299.0K | -1.55% | — — | Q3 2013 Held for 12y 2m | |
ETF ETF | $17.7M 0.351% | -$1.4M Sold | — 94.7K shares | 102.3K → 94.7K −$1.4M | -7.49% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $16.9M 0.336% | -$1.5M Sold | — 89.3K shares | 97.0K → 89.3K −$1.5M | -7.9% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $16.7M 0.332% | -$543.9K Sold | — 117.4K shares | 121.2K → 117.4K −$543.9K | -3.15% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $16.5M 0.328% | -$97.7K Sold | — 189.0K shares | 190.1K → 189.0K −$97.7K | -0.59% | — — | Q4 2014 Held for 10y 11m | |
Software - Infrastructure Technology | $16.0M 0.317% | -$25.9K Sold | 0.002% 56.8K shares | 56.9K → 56.8K −$25.9K | -0.16% | $801.76B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $15.4M 0.307% | -$966.4K Sold | — 129.9K shares | 138.0K → 129.9K −$966.4K | -5.89% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $15.1M 0.299% | -$2.2M Sold | — 329.2K shares | 376.9K → 329.2K −$2.2M | -12.65% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $13.7M 0.271% | -$64.9K Sold | — 46.5K shares | 46.7K → 46.5K −$64.9K | -0.47% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $13.3M 0.265% | -$1.1M Sold | — 438.7K shares | 476.2K → 438.7K −$1.1M | -7.86% | — — | Q2 2022 Held for 3y 5m | |
Engineering & Construction Industrials | $11.9M 0.237% | -$507.7K Sold | 0.019% 28.7K shares | 30.0K → 28.7K −$507.7K | -4.09% | $61.8B Large Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $11.8M 0.235% | -$330.0K Sold | 0.001% 53.9K shares | 55.4K → 53.9K −$330.0K | -2.72% | $2.34T Mega Cap | Q1 2015 Held for 10y 8m |
