Notify me when Edmonds Duncan Registered Investment Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 108 | $449M | +$23M | -$8.12M | +$14.8M | FBND, VIG, SPDW, SPYG, SPYV | 13F-HR | 11/13/2024, 02:44 PM |
| Q2 2024 | 130 | $410M | +$29.1M | -$29M | +$111K | FBND, VIG, SPDW, SPYG, SPYV | 13F-HR | 7/16/2024, 04:50 PM |
| Q1 2024 | 137 | $397M | +$8.38M | -$3.86M | +$4.52M | FLTR, VIG, SPDW, SPYG, SPYV | 13F-HR | 4/18/2024, 03:09 PM |
| Q4 2023 | 133 | $385M | +$20.9M | -$18.6M | +$2.37M | FLTR, SPDW, VIG, SPYV, SPYG | 13F-HR | 1/11/2024, 04:16 PM |
| Q3 2023 | 134 | $322M | +$46.3M | -$15.8M | +$30.5M | FLTR, VIG, SPYG, SPYV, IEF | 13F-HR | 10/16/2023, 12:17 PM |
| Q2 2023 | 138 | $333M | +$20.8M | -$22.7M | -$1.84M | FLTR, SPDW, VIG, SPYG, SPYV | 13F-HR | 7/6/2023, 03:26 PM |
| Q1 2023 | 139 | $323M | +$15.8M | -$12.4M | +$3.42M | FLTR, SPDW, VIG, SPYV, SPYG | 13F-HR | 4/12/2023, 12:46 PM |
| Q4 2022 | 135 | $307M | +$48.2M | -$43.4M | +$4.81M | SPDW, VIG, FLTR, SPYV, SPYG | 13F-HR | 1/20/2023, 02:50 PM |
| Q3 2022 | 123 | $283M | +$12M | -$3.76M | +$8.26M | VIG, SPDW, SPYG, SPYV, DRSK | 13F-HR | 10/14/2022, 02:28 PM |
| Q2 2022 | 127 | $291M | +$24.1M | -$29.1M | -$5M | SPDW, VIG, SPYV, SPYG, DRSK | 13F-HR | 7/20/2022, 02:51 PM |
| Q1 2022 | 142 | $342M | +$9.48M | -$3.19M | +$6.3M | SPDW, SPYG, VIG, SPYV, DRSK | 13F-HR | 4/12/2022, 04:07 PM |
| Q4 2021 | 145 | $336M | +$22.5M | -$14.5M | +$8.06M | SPDW, VIG, SPYG, SPYV, DRSK | 13F-HR | 1/27/2022, 11:10 AM |
| Q3 2021 | 142 | $329M | +$15.3M | -$3.93M | +$11.4M | SPDW, SPYG, VIG, SPYV, WBND | 13F-HR | 10/19/2021, 03:01 PM |
| Q2 2021 | 140 | $321M | +$21.8M | -$17.4M | +$4.37M | SPDW, SPYG, VIG, SPYV, WBND | 13F-HR | 7/27/2021, 03:54 PM |
| Q1 2021 | 129 | $302M | +$1.81M | -$2.5M | -$695K | SPDW, VIG, SPYV, SPYG, WBND | 13F-HR | 5/6/2021, 02:52 PM |
| Q4 2020 | 131 | $287M | +$86.4M | -$67.8M | +$18.6M | SPDW, SPYG, VIG, SPYV, WBND | 13F-HR | 2/19/2021, 02:31 PM |
| Q3 2020 | 109 | $240M | +$12.2M | -$9.83M | +$2.37M | SPDW, SPSM, SPYG, SPYV, VIG | 13F-HR | 11/4/2020, 02:49 PM |
| Q2 2020 | 112 | $230M | +$5.98M | -$2.63M | +$3.35M | SPDW, SPSM, FLTR, SPYG, VIG | 13F-HR | 7/31/2020, 10:52 AM |
| Q1 2020 | 108 | $197M | +$68.8M | -$72.8M | -$3.96M | SPDW, FLTR, SPSM, IGSB, VIG | 13F-HR | 4/7/2020, 03:56 PM |
| Q4 2019 | 116 | $247M | +$10.2M | -$13.2M | -$2.99M | IEFA, IJR, IVW, IVE, FLTR | 13F-HR | 1/30/2020, 03:11 PM |
| Q3 2019 | 112 | $237M | +$1.92M | -$7.58M | -$5.65M | IJR, IVW, IVE, IEFA, FLTR | 13F-HR | 11/8/2019, 11:09 AM |
| Q2 2019 | 112 | $243M | +$15.7M | -$18.2M | -$2.46M | IJR, IVW, FLTR, IEFA, IVE | 13F-HR | 8/6/2019, 10:20 AM |
| Q1 2019 | 114 | $240M | +$5.02M | -$1.04M | +$3.99M | IVW, IJR, FLTR, IEFA, IVE | 13F-HR | 5/15/2019, 11:03 AM |
| Q4 2018 | 115 | $214M | +$11.3M | -$12.6M | -$1.23M | FLTR, IVW, IJR, IEFA, IVE | 13F-HR | 2/14/2019, 12:28 PM |
| Q3 2018 | 114 | $244M | +$37.6M | -$27.6M | +$10.1M | FLTR, IVW, IJR, IVE, IGSB | 13F-HR | 11/14/2018, 12:35 PM |
| Q2 2018 | 115 | $230M | +$11.4M | -$6.57M | +$4.87M | IVW, IVE, LQD, IEFA, EFA | 13F-HR | 8/9/2018, 11:55 AM |
| Q1 2018 | 111 | $217M | +$7.85M | -$1.02M | +$6.83M | IVW, LQD, IVE, IEFA, EFA | 13F-HR | 5/23/2018, 03:02 PM |
| Q4 2017 | 110 | $222M | +$5.93M | -$2.95M | +$2.98M | IVW, IVE, LQD, IEFA, EFA | 13F-HR | 2/15/2018, 01:32 PM |
| Q3 2017 | 107 | $215M | +$65.7M | -$30.4M | +$35.4M | IVW, LQD, IEFA, IVE, EFA | 13F-HR | 11/13/2017, 03:25 PM |
| Q2 2017 | 99 | $174M | +$8.29M | -$23.2M | -$14.9M | IVW, IVE, DGRO, MLPA, IEFA | 13F-HR | 8/10/2017, 03:39 PM |
| Q1 2017 | 98 | $188M | +$10.3M | -$1.13M | +$9.19M | IVW, LQD, IVE, MLPA, DGRO | 13F-HR | 5/3/2017, 08:32 PM |
| Q4 2016 | 94 | $172M | +$23M | -$18.9M | +$4.09M | MLPA, LQD, IVW, IVE, DGRO | 13F-HR | 2/1/2017, 10:07 AM |
| Q3 2016 | 102 | $165M | +$14.3M | -$10.8M | +$3.44M | MLPA, IVW, IVE, DGRO, HYG | 13F-HR | 10/28/2016, 04:06 PM |
| Q2 2016 | 95 | $165M | +$8.42M | -$1.97M | +$6.44M | IVW, IVE, DGRO, LQD, HYG | 13F-HR | 8/29/2016, 12:23 PM |
| Q1 2016 | 96 | $150M | +$4.18M | -$1.51M | +$2.67M | IVW, IVE, DGRO, LQD, HYG | 13F-HR | 4/19/2016, 09:46 AM |
| Q4 2015 | 96 | $146M | $0 | $0 | IVW, IVE, DGRO, LQD, HYG | 13F-HR | 3/1/2016, 08:09 AM |