BKD Wealth Advisors, LLC Buys iShares S&P 500 Growth, iShares Russell Midcap Growth, ...

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Springfield, MO, based Investment company BKD Wealth Advisors, LLC buys iShares S&P 500 Growth, iShares Russell Midcap Growth, Vanguard FTSE Emerging Markets, Lakeland Financial Corp, Schwab U.S. Mid Cap, sells iShares S&P 500 Value, Teva Pharmaceutical Industries Ltd, Ameriprise Financial Inc, SunTrust Banks Inc, Newell Brands Inc during the 3-months ended 2016-12-31, according to the most recent filings of the investment company, BKD Wealth Advisors, LLC. As of 2016-12-31, BKD Wealth Advisors, LLC owns 195 stocks with a total value of $741 million. These are the details of the buys and sells.

  • New Purchases: IWPLKFNSCHMEXICBSMSPRUWECZTSJNPR

  • Added Positions: VTI, IVW, VEU, SCHB, VWO, IWR, IEFA, BMY, CWI, TYG,

  • Reduced Positions: IVE, PRF, IVV, EFA, PXF, TEVA, SCZ, BND, LB, ORLY,

  • Sold Out: AMP, STI, NWL, TRMK, NDAQ, BME, CMS, BIIB, PPG, AGN,


For the details of BKD Wealth Advisors, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=BKD+Wealth+Advisors%2C+LLC

These are the top 5 holdings of BKD Wealth Advisors, LLC

  1. Vanguard Total Stock Market (VTI) - 1,986,933 shares, 30.94% of the total portfolio. Shares added by 8.25%

  2. Vanguard FTSE All World Ex US (VEU) - 2,606,151 shares, 15.55% of the total portfolio. Shares added by 3.96%

  3. iShares Core S&P 500 (IVV) - 213,869 shares, 6.5% of the total portfolio. Shares reduced by 2.34%

  4. Powershares FTSE RAFI US 1000 Portfolio (PRF) - 287,414 shares, 3.86% of the total portfolio. Shares reduced by 4.82%

  5. Schwab U.S. Broad Market (SCHB) - 331,122 shares, 2.42% of the total portfolio. Shares added by 10.59%

New Purchase: iShares Russell Midcap Growth (IWP)

BKD Wealth Advisors, LLC initiated holdings in iShares Russell Midcap Growth. The purchase prices were between $91.47 and $99.67, with an estimated average price of $95.94. The stock is now traded at around $99.33. The impact to the portfolio due to this purchase was 0.17%. The holdings were 12,957 shares as of 2016-12-31.

New Purchase: Lakeland Financial Corp (LKFN)

BKD Wealth Advisors, LLC initiated holdings in Lakeland Financial Corp. The purchase prices were between $34.23 and $48.06, with an estimated average price of $40.79. The stock is now traded at around $45.96. The impact to the portfolio due to this purchase was 0.09%. The holdings were 14,751 shares as of 2016-12-31.

New Purchase: Schwab U.S. Mid Cap (SCHM)

BKD Wealth Advisors, LLC initiated holdings in Schwab U.S. Mid Cap. The purchase prices were between $41.18 and $46.41, with an estimated average price of $43.54. The stock is now traded at around $45.92. The impact to the portfolio due to this purchase was 0.08%. The holdings were 12,442 shares as of 2016-12-31.

New Purchase: iShares Global Industrials (EXI)

BKD Wealth Advisors, LLC initiated holdings in iShares Global Industrials. The purchase prices were between $71.15 and $77.35, with an estimated average price of $73.91. The stock is now traded at around $76.64. The impact to the portfolio due to this purchase was 0.06%. The holdings were 6,035 shares as of 2016-12-31.

New Purchase: CBS Corp (CBS)

BKD Wealth Advisors, LLC initiated holdings in CBS Corp. The purchase prices were between $54.93 and $64.85, with an estimated average price of $59.32. The stock is now traded at around $64.29. The impact to the portfolio due to this purchase was 0.05%. The holdings were 5,302 shares as of 2016-12-31.

New Purchase: Morgan Stanley (MS)

BKD Wealth Advisors, LLC initiated holdings in Morgan Stanley. The purchase prices were between $31.73 and $43.73, with an estimated average price of $37.81. The stock is now traded at around $43.85. The impact to the portfolio due to this purchase was 0.05%. The holdings were 9,466 shares as of 2016-12-31.

Added: iShares S&P 500 Growth (IVW)

BKD Wealth Advisors, LLC added to the holdings in iShares S&P 500 Growth by 1786.07%. The purchase prices were between $116.49 and $123.82, with an estimated average price of $120.3. The stock is now traded at around $124.40. The impact to the portfolio due to this purchase was 1.05%. The holdings were 67,578 shares as of 2016-12-31.

Added: Vanguard FTSE Emerging Markets (VWO)

BKD Wealth Advisors, LLC added to the holdings in Vanguard FTSE Emerging Markets by 126.03%. The purchase prices were between $35.08 and $38.26, with an estimated average price of $36.88. The stock is now traded at around $36.73. The impact to the portfolio due to this purchase was 0.14%. The holdings were 52,358 shares as of 2016-12-31.

Added: Tortoise Energy Infrastructure Corporation (TYG)

BKD Wealth Advisors, LLC added to the holdings in Tortoise Energy Infrastructure Corporation by 77.33%. The purchase prices were between $28.09 and $31.93, with an estimated average price of $30.26. The stock is now traded at around $32.13. The impact to the portfolio due to this purchase was 0.07%. The holdings were 36,690 shares as of 2016-12-31.

Added: Bristol-Myers Squibb Company (BMY)

BKD Wealth Advisors, LLC added to the holdings in Bristol-Myers Squibb Company by 120.96%. The purchase prices were between $49.23 and $59.61, with an estimated average price of $54.67. The stock is now traded at around $59.95. The impact to the portfolio due to this purchase was 0.07%. The holdings were 15,633 shares as of 2016-12-31.

Added: International Business Machines Corp (IBM)

BKD Wealth Advisors, LLC added to the holdings in International Business Machines Corp by 32.84%. The purchase prices were between $149.63 and $168.51, with an estimated average price of $159.33. The stock is now traded at around $169.53. The impact to the portfolio due to this purchase was 0.07%. The holdings were 12,414 shares as of 2016-12-31.

Added: Intel Corp (INTC)

BKD Wealth Advisors, LLC added to the holdings in Intel Corp by 31.91%. The purchase prices were between $33.61 and $38.1, with an estimated average price of $35.81. The stock is now traded at around $36.48. The impact to the portfolio due to this purchase was 0.06%. The holdings were 50,522 shares as of 2016-12-31.

Sold Out: SunTrust Banks Inc (STI)

BKD Wealth Advisors, LLC sold out the holdings in SunTrust Banks Inc. The sale prices were between $43.77 and $56.39, with an estimated average price of $49.95.

Sold Out: Newell Brands Inc (NWL)

BKD Wealth Advisors, LLC sold out the holdings in Newell Brands Inc. The sale prices were between $44.65 and $52.68, with an estimated average price of $48.4.

Sold Out: Ameriprise Financial Inc (AMP)

BKD Wealth Advisors, LLC sold out the holdings in Ameriprise Financial Inc. The sale prices were between $86.76 and $118.9, with an estimated average price of $105.6.

Sold Out: Blackrock Health Sciences Trust (BME)

BKD Wealth Advisors, LLC sold out the holdings in Blackrock Health Sciences Trust. The sale prices were between $30.96 and $36.18, with an estimated average price of $33.79.

Sold Out: Nasdaq Inc (NDAQ)

BKD Wealth Advisors, LLC sold out the holdings in Nasdaq Inc. The sale prices were between $63.52 and $69.26, with an estimated average price of $66.17.

Sold Out: Trustmark Corp (TRMK)

BKD Wealth Advisors, LLC sold out the holdings in Trustmark Corp. The sale prices were between $26.85 and $36.67, with an estimated average price of $31.44.

Reduced: iShares S&P 500 Value (IVE)

BKD Wealth Advisors, LLC reduced to the holdings in iShares S&P 500 Value by 87.14%. The sale prices were between $92.1 and $102.89, with an estimated average price of $96.51. The stock is now traded at around $102.64. The impact to the portfolio due to this sale was -0.87%. BKD Wealth Advisors, LLC still held 9,260 shares as of 2016-12-31.

Reduced: Teva Pharmaceutical Industries Ltd (TEVA)

BKD Wealth Advisors, LLC reduced to the holdings in Teva Pharmaceutical Industries Ltd by 37.76%. The sale prices were between $35.03 and $45.68, with an estimated average price of $39.93. The stock is now traded at around $35.10. The impact to the portfolio due to this sale was -0.06%. BKD Wealth Advisors, LLC still held 15,558 shares as of 2016-12-31.

Reduced: L Brands Inc (LB)

BKD Wealth Advisors, LLC reduced to the holdings in L Brands Inc by 22.06%. The sale prices were between $65 and $75.12, with an estimated average price of $70.34. The stock is now traded at around $61.23. The impact to the portfolio due to this sale was -0.03%. BKD Wealth Advisors, LLC still held 10,018 shares as of 2016-12-31.

Reduced: Vanguard Total Bond Market (BND)

BKD Wealth Advisors, LLC reduced to the holdings in Vanguard Total Bond Market by 28.07%. The sale prices were between $80.43 and $83.89, with an estimated average price of $82.25. The stock is now traded at around $80.95. The impact to the portfolio due to this sale was -0.03%. BKD Wealth Advisors, LLC still held 5,908 shares as of 2016-12-31.



Here is the complete portfolio of BKD Wealth Advisors, LLC. Also check out:


1. BKD Wealth Advisors, LLC's Undervalued Stocks

2. BKD Wealth Advisors, LLC's Top Growth Companies, and

3. BKD Wealth Advisors, LLC's High Yield stocks

4. Stocks that BKD Wealth Advisors, LLC keeps buyingThis article first appeared on GuruFocus.


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