Frontier Wealth Management LLC

13F Portfolio Filings

Latest 13F report
Q2 2022 - Aug 15, 2022
Value $
$1.37B
Signature - Title
Troy Kerr - CCO
Location
4435 Main, Ste 650, Kansas City, MO
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2022 391 $1.37B +$383M -$5.43B -$5.04B IEF, BIL, SCHX, AAPL, BAC Restatement 8/15/2022, 10:26 AM
Q1 2022 400 $8.02B +$6.7B -$119M +$6.58B BRKB, BIL, SPAB, AAPL, BAC 13F-HR 5/13/2022, 03:51 PM
Q4 2021 424 $1.51B +$44.3M -$55.8M -$11.5M BIL, SPAB, AAPL, BAC, SCHX 13F-HR 2/3/2022, 09:40 PM
Q3 2021 419 $1.45B +$122M -$85.6M +$36.3M BIL, SPAB, AAPL, BAC, SCHX 13F-HR 11/12/2021, 10:13 AM
Q2 2021 421 $1.41B +$147M -$59.6M +$87.7M BIL, SPAB, AAPL, BAC, SHV 13F-HR 8/13/2021, 03:22 PM
Q1 2021 378 $1.3B +$100M -$99.3M +$1.17M BIL, SPAB, BAC, AAPL, SLQT 13F-HR 5/17/2021, 03:34 PM
Q4 2020 374 $1.22B +$90.6M -$64.9M +$25.7M BIL, SPAB, AAPL, GLD, BAC 13F-HR 2/16/2021, 04:31 PM
Q3 2020 360 $1.09B +$120M -$117M +$3.66M BIL, SPAB, AAPL, SHV, BAC 13F-HR 11/13/2020, 01:17 PM
Q2 2020 346 $1.09B +$459M -$113M +$346M BIL, SPAB, AAPL, PTLC, BAC 13F-HR 8/14/2020, 02:55 PM
Q1 2020 288 $613M +$207M -$41M +$166M AAPL, BAC, MSFT, GPRK, GDX 13F-HR 5/7/2020, 06:11 PM
Q4 2019 303 $624M +$40.3M -$157M -$116M GPRK, BAC, AAPL, PG, JPUS 13F-HR 2/13/2020, 12:44 PM
Q3 2019 309 $677M +$39.8M -$39.8M +$2.22K GPRK, BAC, AAPL, JPUS, PG 13F-HR 11/12/2019, 10:02 AM
Q2 2019 303 $677M +$39.8M -$123M -$83.5M GPRK, BAC, AAPL, JPUS, CELC 13F-HR 8/15/2019, 05:53 PM
Q1 2019 362 $738M +$66.5M -$63.1M +$3.45M GPRK, BAC, JAGGXXXX, AAPL, JPUS 13F-HR 5/15/2019, 02:42 PM
Q4 2018 366 $659M +$73.1M -$258M -$185M GPRK, BAC, SCHZ, JPUS, AAPL 13F-HR 2/14/2019, 02:42 PM
Q3 2018 394 $1.05B +$363M -$47.1M +$316M GPRK, BAC, JPUS, AAPL, SCHZ 13F-HR 11/14/2018, 09:45 AM
Q2 2018 381 $699M +$65.8M -$109M -$43.4M GPRK, BAC, JPUS, SCHZ, AAPL 13F-HR 8/14/2018, 12:56 PM
Q1 2018 385 $714M +$137M -$43.4M +$94M BAC, GPRK, JPIN, AAPL, SCHZ 13F-HR 5/15/2018, 01:22 PM
Q4 2017 345 $623M +$36.1M -$134M -$97.9M BAC, GPRK, JPIN, AAPL, PRF 13F-HR 2/14/2018, 04:57 PM
Q3 2017 387 $694M +$76.3M -$56M +$20.3M BAC, GPRK, AAPL, JPIN, PRF 13F-HR 11/13/2017, 01:43 PM
Q2 2017 383 $653M +$39.7M -$44.3M -$4.56M BAC, PRF, JPIN, AAPL, PRFZ 13F-HR 8/14/2017, 11:52 AM
Q1 2017 395 $646M +$81.3M -$67.6M +$13.7M BAC, PRF, AAPL, JPIN, PRFZ 13F-HR 5/12/2017, 03:18 PM
Q4 2016 397 $607M +$84.6M -$154M -$69.4M PRF, PRFZ, PG, MDY, AAPL 13F-HR 2/10/2017, 02:58 PM
Q3 2016 365 $655M +$86.7M -$70M +$16.7M GPRK, BAC, PRF, PRFZ, JPIN 13F-HR 11/14/2016, 11:21 AM
Q2 2016 332 $619M +$40.3M -$632M -$591M GPRK, PRF, BAC, PRFZ, PG 13F-HR 8/10/2016, 04:53 PM
Q1 2016 348 $1.19B +$624M -$39.9M +$584M GOOG, GPRK, PRF, BAC, MBB 13F-HR 5/13/2016, 01:50 PM
Q4 2015 352 $615M +$45.5M -$56.3M -$10.8M GPRK, BAC, PRF, MBB, PRFZ Restatement 2/16/2016, 03:13 PM
Q3 2015 346 $625M +$108M -$52.8M +$55.2M GPRK, BAC, PRF, MBB, BWX 13F-HR 11/13/2015, 04:27 PM
Q2 2015 345 $642M +$169M -$156M +$13.3M GPRK, PRF, MBB, PRFZ, SCHF 13F-HR 8/14/2015, 05:43 PM
Q1 2015 308 $622M +$173M -$64.1M +$109M GPRK, GIS, PRF, MBB, LQD 13F-HR 5/13/2015, 09:02 PM
Q4 2014 269 $531M $0 $0 GPRK, GIS, MBB, SCHF, SCHO 13F-HR 3/13/2015, 02:38 PM