BKD Wealth Advisors, LLC Buys iShares MSCI EAFE Small-Cap ETF, Vanguard S&P 500, iShares Core MSCI EAFE, Sells First Busey Corp, SPDR MSCI ACWI ex-US, Sysco Corp

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Apr 10, 2020
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Springfield, MO, based Investment company BKD Wealth Advisors, LLC (Current Portfolio) buys iShares MSCI EAFE Small-Cap ETF, Vanguard S&P 500, iShares Core MSCI EAFE, Vanguard Growth, iShares Core MSCI Total International Stock ETF, sells First Busey Corp, SPDR MSCI ACWI ex-US, Sysco Corp, Invesco FTSE RAFI Developed Markets ex-U.S., General Motors Co during the 3-months ended 2020Q1, according to the most recent filings of the investment company, BKD Wealth Advisors, LLC. As of 2020Q1, BKD Wealth Advisors, LLC owns 270 stocks with a total value of $1.2 billion. These are the details of the buys and sells.

For the details of BKD Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bkd+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of BKD Wealth Advisors, LLC
  1. Vanguard Total Stock Market (VTI) - 2,758,359 shares, 30.66% of the total portfolio. Shares added by 13.72%
  2. Vanguard FTSE All World Ex US (VEU) - 3,921,277 shares, 13.87% of the total portfolio. Shares added by 7.63%
  3. iShares Core S&P 500 (IVV) - 209,427 shares, 4.67% of the total portfolio. Shares added by 2.66%
  4. iShares S&P 500 Growth (IVW) - 232,637 shares, 3.31% of the total portfolio. Shares added by 2.58%
  5. iShares MSCI EAFE Small-Cap ETF (SCZ) - 790,561 shares, 3.06% of the total portfolio. Shares added by 1191.89%
New Purchase: Snap-on Inc (SNA)

BKD Wealth Advisors, LLC initiated holding in Snap-on Inc. The purchase prices were between $95.57 and $170, with an estimated average price of $148.48. The stock is now traded at around $122.12. The impact to a portfolio due to this purchase was 0.13%. The holding were 13,663 shares as of .

New Purchase: Vanguard Short-Term Corporate Bond ETF (VCSH)

BKD Wealth Advisors, LLC initiated holding in Vanguard Short-Term Corporate Bond ETF. The purchase prices were between $71.75 and $82.34, with an estimated average price of $80.57. The stock is now traded at around $81.08. The impact to a portfolio due to this purchase was 0.08%. The holding were 11,178 shares as of .

New Purchase: Capital One Financial Corp (COF)

BKD Wealth Advisors, LLC initiated holding in Capital One Financial Corp. The purchase prices were between $42.87 and $106.76, with an estimated average price of $88.63. The stock is now traded at around $60.11. The impact to a portfolio due to this purchase was 0.06%. The holding were 13,542 shares as of .

New Purchase: LKQ Corp (LKQ)

BKD Wealth Advisors, LLC initiated holding in LKQ Corp. The purchase prices were between $13.9 and $35.8, with an estimated average price of $29.87. The stock is now traded at around $22.53. The impact to a portfolio due to this purchase was 0.05%. The holding were 30,714 shares as of .

New Purchase: Aon PLC (AON)

BKD Wealth Advisors, LLC initiated holding in Aon PLC. The purchase prices were between $145.48 and $237.43, with an estimated average price of $205.38. The stock is now traded at around $192.05. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,867 shares as of .

New Purchase: Northrop Grumman Corp (NOC)

BKD Wealth Advisors, LLC initiated holding in Northrop Grumman Corp. The purchase prices were between $269.86 and $384.87, with an estimated average price of $348.63. The stock is now traded at around $336.65. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,537 shares as of .

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

BKD Wealth Advisors, LLC added to a holding in iShares MSCI EAFE Small-Cap ETF by 1191.89%. The purchase prices were between $38.34 and $62.84, with an estimated average price of $56.15. The stock is now traded at around $47.24. The impact to a portfolio due to this purchase was 2.82%. The holding were 790,561 shares as of .

Added: Vanguard S&P 500 (VOO)

BKD Wealth Advisors, LLC added to a holding in Vanguard S&P 500 by 825.26%. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $255.67. The impact to a portfolio due to this purchase was 1%. The holding were 55,081 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

BKD Wealth Advisors, LLC added to a holding in iShares Core MSCI EAFE by 271.96%. The purchase prices were between $43.31 and $66.12, with an estimated average price of $59.51. The stock is now traded at around $51.83. The impact to a portfolio due to this purchase was 0.88%. The holding were 280,654 shares as of .

Added: Vanguard Growth (VUG)

BKD Wealth Advisors, LLC added to a holding in Vanguard Growth by 1282.48%. The purchase prices were between $137.53 and $201.6, with an estimated average price of $180.87. The stock is now traded at around $167.74. The impact to a portfolio due to this purchase was 0.69%. The holding were 54,857 shares as of .

Added: iShares Core MSCI Total International Stock ETF (IXUS)

BKD Wealth Advisors, LLC added to a holding in iShares Core MSCI Total International Stock ETF by 42.46%. The purchase prices were between $40.8 and $63.03, with an estimated average price of $56.99. The stock is now traded at around $49.00. The impact to a portfolio due to this purchase was 0.53%. The holding were 442,672 shares as of .

Added: SPDR S&P 500 (SPY)

BKD Wealth Advisors, LLC added to a holding in SPDR S&P 500 by 94.69%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $278.20. The impact to a portfolio due to this purchase was 0.46%. The holding were 42,771 shares as of .

Sold Out: First Busey Corp (BUSE)

BKD Wealth Advisors, LLC sold out a holding in First Busey Corp. The sale prices were between $14.17 and $27.52, with an estimated average price of $23.29.

Sold Out: Tortoise Energy Infrastructure Corp. (TYG)

BKD Wealth Advisors, LLC sold out a holding in Tortoise Energy Infrastructure Corp.. The sale prices were between $1.34 and $19.48, with an estimated average price of $13.5.

Sold Out: Vanguard FTSE Developed Markets (VEA)

BKD Wealth Advisors, LLC sold out a holding in Vanguard FTSE Developed Markets. The sale prices were between $28.78 and $44.66, with an estimated average price of $40.48.

Sold Out: Stryker Corp (SYK)

BKD Wealth Advisors, LLC sold out a holding in Stryker Corp. The sale prices were between $126.5 and $225.1, with an estimated average price of $196.28.

Sold Out: Delta Air Lines Inc (DAL)

BKD Wealth Advisors, LLC sold out a holding in Delta Air Lines Inc. The sale prices were between $21.35 and $62.03, with an estimated average price of $50.04.

Sold Out: MetLife Inc (MET)

BKD Wealth Advisors, LLC sold out a holding in MetLife Inc. The sale prices were between $23.53 and $52.61, with an estimated average price of $44.69.



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