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 | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 108 | $448,804,163 | +$22,972,659 | -$8,122,718 | +$14,849,941 | FBND, VIG, SPDW, SPYG, SPYV | 13F-HR | 13 Nov 2024, 14:44 |
| Q2 2024 | 130 | $410,291,477 | +$29,136,486 | -$29,025,805 | +$110,681 | FBND, VIG, SPDW, SPYG, SPYV | 13F-HR | 16 Jul 2024, 16:50 |
| Q1 2024 | 137 | $397,330,600 | +$8,375,537 | -$3,855,003 | +$4,520,534 | FLTR, VIG, SPDW, SPYG, SPYV | 13F-HR | 18 Apr 2024, 15:09 |
| Q4 2023 | 133 | $385,007,945 | +$20,944,536 | -$18,573,148 | +$2,371,388 | FLTR, SPDW, VIG, SPYV, SPYG | 13F-HR | 11 Jan 2024, 16:16 |
| Q3 2023 | 134 | $321,690,366 | +$46,348,791 | -$15,847,983 | +$30,500,808 | FLTR, VIG, SPYG, SPYV, IEF | 13F-HR | 16 Oct 2023, 12:17 |
| Q2 2023 | 138 | $332,513,246 | +$20,819,663 | -$22,655,640 | -$1,835,977 | FLTR, SPDW, VIG, SPYG, SPYV | 13F-HR | 06 Jul 2023, 15:26 |
| Q1 2023 | 139 | $323,084,904 | +$15,836,494 | -$12,419,089 | +$3,417,405 | FLTR, SPDW, VIG, SPYV, SPYG | 13F-HR | 12 Apr 2023, 12:46 |
| Q4 2022 | 135 | $306,577,976 | +$48,238,938 | -$43,431,291 | +$4,807,647 | SPDW, VIG, FLTR, SPYV, SPYG | 13F-HR | 20 Jan 2023, 14:50 |
| Q3 2022 | 123 | $282,668,000 | +$12,022,724 | -$3,761,258 | +$8,261,466 | VIG, SPDW, SPYG, SPYV, DRSK | 13F-HR | 14 Oct 2022, 14:28 |
| Q2 2022 | 127 | $291,373,000 | +$24,144,206 | -$29,145,459 | -$5,001,253 | SPDW, VIG, SPYV, SPYG, DRSK | 13F-HR | 20 Jul 2022, 14:51 |
| Q1 2022 | 142 | $342,269,000 | +$9,484,905 | -$3,189,837 | +$6,295,068 | SPDW, SPYG, VIG, SPYV, DRSK | 13F-HR | 12 Apr 2022, 16:07 |
| Q4 2021 | 145 | $335,845,000 | +$22,517,700 | -$14,454,088 | +$8,063,612 | SPDW, VIG, SPYG, SPYV, DRSK | 13F-HR | 27 Jan 2022, 11:10 |
| Q3 2021 | 142 | $328,689,000 | +$15,321,342 | -$3,929,589 | +$11,391,753 | SPDW, SPYG, VIG, SPYV, WBND | 13F-HR | 19 Oct 2021, 15:01 |
| Q2 2021 | 140 | $321,439,000 | +$21,787,931 | -$17,413,673 | +$4,374,258 | SPDW, SPYG, VIG, SPYV, WBND | 13F-HR | 27 Jul 2021, 15:54 |
| Q1 2021 | 129 | $301,694,000 | +$1,810,078 | -$2,504,874 | -$694,796 | SPDW, VIG, SPYV, SPYG, WBND | 13F-HR | 06 May 2021, 14:52 |
| Q4 2020 | 131 | $287,173,000 | +$86,365,836 | -$67,805,736 | +$18,560,100 | SPDW, SPYG, VIG, SPYV, WBND | 13F-HR | 19 Feb 2021, 14:31 |
| Q3 2020 | 109 | $239,552,000 | +$12,204,721 | -$9,833,141 | +$2,371,580 | SPDW, SPSM, SPYG, SPYV, VIG | 13F-HR | 04 Nov 2020, 14:49 |
| Q2 2020 | 112 | $230,226,000 | +$5,975,048 | -$2,626,729 | +$3,348,319 | SPDW, SPSM, FLTR, SPYG, VIG | 13F-HR | 31 Jul 2020, 10:52 |
| Q1 2020 | 108 | $196,711,000 | +$68,827,618 | -$72,782,667 | -$3,955,049 | SPDW, FLTR, SPSM, IGSB, VIG | 13F-HR | 07 Apr 2020, 15:56 |
| Q4 2019 | 116 | $246,586,000 | +$10,180,062 | -$13,167,360 | -$2,987,298 | IEFA, IJR, IVW, IVE, FLTR | 13F-HR | 30 Jan 2020, 15:11 |
| Q3 2019 | 112 | $236,667,000 | +$1,922,551 | -$7,576,878 | -$5,654,327 | IJR, IVW, IVE, IEFA, FLTR | 13F-HR | 08 Nov 2019, 11:09 |
| Q2 2019 | 112 | $242,554,000 | +$15,699,203 | -$18,160,443 | -$2,461,240 | IJR, IVW, FLTR, IEFA, IVE | 13F-HR | 06 Aug 2019, 10:20 |
| Q1 2019 | 114 | $240,303,000 | +$5,023,217 | -$1,037,515 | +$3,985,702 | IVW, IJR, FLTR, IEFA, IVE | 13F-HR | 15 May 2019, 11:03 |
| Q4 2018 | 115 | $213,776,000 | +$11,324,938 | -$12,557,025 | -$1,232,087 | FLTR, IVW, IJR, IEFA, IVE | 13F-HR | 14 Feb 2019, 12:28 |
| Q3 2018 | 114 | $244,059,000 | +$37,628,694 | -$27,574,678 | +$10,054,016 | FLTR, IVW, IJR, IVE, IGSB | 13F-HR | 14 Nov 2018, 12:35 |
| Q2 2018 | 115 | $229,697,000 | +$11,440,917 | -$6,573,779 | +$4,867,138 | IVW, IVE, LQD, IEFA, EFA | 13F-HR | 09 Aug 2018, 11:55 |
| Q1 2018 | 111 | $217,002,000 | +$7,851,175 | -$1,020,050 | +$6,831,125 | IVW, LQD, IVE, IEFA, EFA | 13F-HR | 23 May 2018, 15:02 |
| Q4 2017 | 110 | $222,046,000 | +$5,929,982 | -$2,945,148 | +$2,984,834 | IVW, IVE, LQD, IEFA, EFA | 13F-HR | 15 Feb 2018, 13:32 |
| Q3 2017 | 107 | $214,668,000 | +$65,739,099 | -$30,364,647 | +$35,374,452 | IVW, LQD, IEFA, IVE, EFA | 13F-HR | 13 Nov 2017, 15:25 |
| Q2 2017 | 99 | $173,548,000 | +$8,287,352 | -$23,155,784 | -$14,868,432 | IVW, IVE, DGRO, MLPA, IEFA | 13F-HR | 10 Aug 2017, 15:39 |
| Q1 2017 | 98 | $188,311,000 | +$10,319,218 | -$1,130,413 | +$9,188,805 | IVW, LQD, IVE, MLPA, DGRO | 13F-HR | 03 May 2017, 20:32 |
| Q4 2016 | 94 | $172,228,000 | +$23,023,336 | -$18,934,766 | +$4,088,570 | MLPA, LQD, IVW, IVE, DGRO | 13F-HR | 01 Feb 2017, 10:07 |
| Q3 2016 | 102 | $165,172,000 | +$14,288,290 | -$10,846,514 | +$3,441,776 | MLPA, IVW, IVE, DGRO, HYG | 13F-HR | 28 Oct 2016, 16:06 |
| Q2 2016 | 95 | $164,918,000 | +$8,415,707 | -$1,972,298 | +$6,443,409 | IVW, IVE, DGRO, LQD, HYG | 13F-HR | 29 Aug 2016, 12:23 |
| Q1 2016 | 96 | $150,114,000 | +$4,179,447 | -$1,509,896 | +$2,669,551 | IVW, IVE, DGRO, LQD, HYG | 13F-HR | 19 Apr 2016, 09:46 |
| Q4 2015 | 96 | $145,503,000 | $0 | $0 | $0 | IVW, IVE, DGRO, LQD, HYG | 13F-HR | 01 Mar 2016, 08:09 |