Edmonds Duncan Registered Investment Advisors, LLC Sells in Q2 2024

Edmonds Duncan Registered Investment Advisors, LLC

  • $410 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-508K
- 33.65%
$25.36 - $25.52 $12.9M - $13M
1M $25.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-28.6K
- 4.84%
$47.37 - $50.09 $1.35M - $1.43M
562K $27.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-33.4K
- 75.22%
$50.64 - $51.3 $1.69M - $1.71M
11K $563K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-20.5K
- 2.35%
$34.2 - $36.64 $700K - $750K
852K $29.9M
VIG
Vanguard Dividend Appreciation

ETFs
-6.5K
- 3.79%
$173.33 - $185.29 $1.13M - $1.2M
165K $30.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
-3.47K
- 6.33%
$218.75 - $234.97 $760K - $816K
51.4K $11.8M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.78K
- 2.61%
$177.65 - $191.11 $317K - $341K
66.5K $12.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.61K
- 3.12%
$146.82 - $155.77 $383K - $406K
80.9K $12.2M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-4.06K
- 15.13%
$84.85 - $91.12 $344K - $370K
22.8K $2.01M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-21.9K
- 9.09%
$26.63 - $29.03 $584K - $637K
219K $6.33M
PEP
Pepsico Inc

Consumer Defensive
-30
- 0.09%
$163.33 - $183.11 $4.9K - $5.49K
35K $5.76M
IVW
Ishares S&P 500 Growth ETF

ETFs
-8.96K
- 14.18%
$79.31 - $93.31 $710K - $836K
54.2K $5.02M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2.86K
- 58.63%
$94.27 - $104.77 $270K - $300K
2.02K $209K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.36K
- 5.29%
$121.57 - $132.2 $165K - $180K
24.3K $3.12M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-4.82K
- 1.75%
$11.75 - $12.63 $56.6K - $60.8K
270K $3.31M
SPYG
Spdr Portfolio

ETFs
-37.8K
- 9.31%
$68.71 - $80.95 $2.6M - $3.06M
368K $29.5M
SRLN
Ssga Active Trust

ETFs
-3.75K
- 33.81%
$41.68 - $42.09 $156K - $158K
7.34K $306K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-695
- 5.24%
$109.44 - $118.4 $76.1K - $82.3K
12.6K $1.43M
VTV
Vanguard Value ETF

ETFs
-114
- 0.24%
$154.57 - $163.65 $17.6K - $18.7K
47.5K $7.62M
HD
Home Depot, Inc.

Consumer Cyclical
-166
- 10.65%
$325.1 - $368.03 $54K - $61.1K
1.39K $479K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-80
- 1.5%
$396.73 - $420.24 $31.7K - $33.6K
5.27K $2.14M
IEFA
Ishares Tr

ETFs
-837
- 6.59%
$70.77 - $76.19 $59.2K - $63.8K
11.9K $861K
JNJ
Johnson & Johnson

Healthcare
-298
- 11.48%
$144.38 - $157.78 $43K - $47K
2.3K $335K
USB
Us Bancorp \De\

Financial Services
-101
- 0.95%
$38.45 - $43.95 $3.88K - $4.44K
10.5K $416K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.29K
- 1.28%
$17.22 - $18.04 $22.1K - $23.2K
99.2K $1.75M
F
Ford Motor CO

Consumer Cyclical
-81
- 0.13%
$11.56 - $13.65 $936 - $1.11K
62.3K $781K
ABBV
Abb Vie Inc.

Healthcare
-98
- 4.94%
$154.79 - $180.76 $15.2K - $17.7K
1.89K $323K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.93K
- 1.29%
$16.96 - $17.44 $32.7K - $33.6K
148K $2.57M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-3.17K
- 3.1%
$10.45 - $11.11 $33.1K - $35.2K
99K $1.1M
MFM
Mfs Municipal Income Trust

Financial Services
-5.07K
- 2.32%
$5.07 - $5.46 $25.7K - $27.7K
213K $1.16M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-20
- 0.04%
$12.25 - $12.95 $245 - $259
49K $630K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-2K
- 1.67%
$8.87 - $9.56 $17.7K - $19.1K
117K $1.08M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-296
- 0.13%
$9.28 - $9.9 $2.75K - $2.93K
235K $2.29M
MLPA
Global X Mlp ETF

ETFs
-249
- 0.49%
$46.2 - $48.98 $11.5K - $12.2K
50.9K $2.47M
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
-2.85K
- 2.08%
$11.48 - $12.39 $32.7K - $35.3K
134K $1.66M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-2.02K
- 2.27%
$10.62 - $11.46 $21.4K - $23.1K
86.7K $993K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
-2.88K
- 4.08%
$17.89 - $19.92 $51.5K - $57.3K
67.6K $1.35M
PANW
Palo Alto Networks Inc

Technology
-100
- 8.01%
$265.2 - $340.82 $26.5K - $34.1K
1.15K $389K
WMT
Walmart Inc.

Consumer Defensive
-401
- 4.57%
$58.85 - $68.9 $23.6K - $27.6K
8.37K $566K
VUG
Vanguard Growth ETF

ETFs
-1.02K
- 4.43%
$322.46 - $377.11 $329K - $384K
22K $8.22M
AAPL
Apple Inc.

Technology
-91
- 0.33%
$165.0 - $216.67 $15K - $19.7K
27.8K $5.86M
Activity Summary
Buys All Purchases 38 New Holdings 5 Increased Positions 33 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Edmonds Duncan Registered Investment Advisors, LLC Portfolio

Follow Edmonds Duncan Registered Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Edmonds Duncan Registered Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edmonds Duncan Registered Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email