13F History

Frontier Wealth Management LLC

13F Filings History

Latest 13F report: Q2 2022 - Aug 15, 2022
Value $: $1.37B
Signature - Title: Troy Kerr - CCO
Location: Kansas City, MO
Summary: This page shows a list of all the recent 13F filings made by Frontier Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Frontier Wealth Management LLC reported 391 stock holdings with total value $1.37B as of Q2 2022. Top holdings included IEF, BIL, SCHX, AAPL, and BAC.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2022	391	$1.37B	+$382M	-$5.43B	-$5.04B	IEF, BIL, SCHX, AAPL, BAC	Restatement	8/15/2022, 10:26 AM
Q1 2022	403	$8.01B	+$6.7B	-$119M	+$6.58B	BRKB, BIL, SPAB, AAPL, BAC	13F-HR	5/13/2022, 03:51 PM
Q4 2021	425	$1.51B	+$44.3M	-$55.8M	-$11.5M	BIL, SPAB, AAPL, BAC, SCHX	13F-HR	2/3/2022, 09:40 PM
Q3 2021	420	$1.45B	+$122M	-$85.6M	+$36.3M	BIL, SPAB, AAPL, BAC, SCHX	13F-HR	11/12/2021, 10:13 AM
Q2 2021	423	$1.41B	+$147M	-$59.6M	+$87.7M	BIL, SPAB, AAPL, BAC, SHV	13F-HR	8/13/2021, 03:22 PM
Q1 2021	379	$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	289	$613M	+$207M	-$41M	+$166M	AAPL, BAC, MSFT, GPRK, GDX	13F-HR	5/7/2020, 06:11 PM
Q4 2019	303	$624M	+$39.3M	-$157M	-$117M	GPRK, BAC, AAPL, PG, JPUS	13F-HR	2/13/2020, 12:44 PM
Q3 2019	309	$676M	+$38.5M	-$39.8M	-$1.24M	GPRK, BAC, AAPL, JPUS, PG	13F-HR	11/12/2019, 10:02 AM
Q2 2019	304	$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, JAGG, 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

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