BKD Wealth Advisors, LLC Buys Meta Financial Group Inc, iShares Russell Midcap Growth, iShares S&P 500 Growth, Sells iShares Core S&P Mid-Cap, iShares S&P 500 Value, Berkshire Hathaway Inc

Springfield, MO, based Investment company BKD Wealth Advisors, LLC buys Meta Financial Group Inc, iShares Russell Midcap Growth, iShares S&P 500 Growth, Kimball International Inc, Kimball Electronics Inc, Eli Lilly and Co, Vanguard FTSE Emerging Markets, Vanguard Mid-Cap, US Bancorp, iShares Russell 1000 Growth, sells iShares Core S&P Mid-Cap, iShares S&P 500 Value, Berkshire Hathaway Inc, iShares MSCI EAFE Small-Cap ETF, Ford Motor Co during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, BKD Wealth Advisors, LLC. As of 2018-03-31, BKD Wealth Advisors, LLC owns 230 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

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) - 2,214,087 shares, 29.28% of the total portfolio. Shares added by 0.73%
  2. Vanguard FTSE All World Ex US (VEU) - 3,131,487 shares, 16.48% of the total portfolio. Shares reduced by 0.1%
  3. iShares Core S&P 500 (IVV) - 181,842 shares, 4.7% of the total portfolio. Shares reduced by 2.35%
  4. Meta Financial Group Inc (CASH) - 0 shares, 3.64% of the total portfolio. New Position
  5. Powershares FTSE RAFI US 1000 Portfolio (PRF) - 252,734 shares, 2.71% of the total portfolio. Shares reduced by 4.08%
New Purchase: Meta Financial Group Inc (CASH)

BKD Wealth Advisors, LLC initiated holding in Meta Financial Group Inc. The purchase prices were between $89.35 and $117, with an estimated average price of $107.25. The stock is now traded at around $114.75. The impact to a portfolio due to this purchase was 3.64%. The holding were 0 shares as of 2018-03-31.

New Purchase: Kimball Electronics Inc (KE)

BKD Wealth Advisors, LLC initiated holding in Kimball Electronics Inc. The purchase prices were between $15.9 and $19.3, with an estimated average price of $17.98. The stock is now traded at around $16.70. The impact to a portfolio due to this purchase was 0.59%. The holding were 369,011 shares as of 2018-03-31.

New Purchase: Eli Lilly and Co (LLY)

BKD Wealth Advisors, LLC initiated holding in Eli Lilly and Co. The purchase prices were between $74.21 and $87.6, with an estimated average price of $80.64. The stock is now traded at around $79.09. The impact to a portfolio due to this purchase was 0.46%. The holding were 61,104 shares as of 2018-03-31.

New Purchase: Vanguard Mid-Cap (VO)

BKD Wealth Advisors, LLC initiated holding in Vanguard Mid-Cap. The purchase prices were between $148.74 and $164.16, with an estimated average price of $157.48. The stock is now traded at around $155.41. The impact to a portfolio due to this purchase was 0.14%. The holding were 9,122 shares as of 2018-03-31.

New Purchase: Steel Dynamics Inc (STLD)

BKD Wealth Advisors, LLC initiated holding in Steel Dynamics Inc. The purchase prices were between $42.33 and $49.4, with an estimated average price of $46.05. The stock is now traded at around $46.68. The impact to a portfolio due to this purchase was 0.05%. The holding were 10,505 shares as of 2018-03-31.

New Purchase: TE Connectivity Ltd (TEL)

BKD Wealth Advisors, LLC initiated holding in TE Connectivity Ltd. The purchase prices were between $95.27 and $105.75, with an estimated average price of $101.06. The stock is now traded at around $100.27. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,394 shares as of 2018-03-31.

Added: iShares Russell Midcap Growth (IWP)

BKD Wealth Advisors, LLC added to a holding in iShares Russell Midcap Growth by 127.60%. The purchase prices were between $117.26 and $129.86, with an estimated average price of $124.85. The stock is now traded at around $123.35. The impact to a portfolio due to this purchase was 1.18%. The holding were 177,448 shares as of 2018-03-31.

Added: iShares S&P 500 Growth (IVW)

BKD Wealth Advisors, LLC added to a holding in iShares S&P 500 Growth by 53.65%. The purchase prices were between $149.59 and $165.98, with an estimated average price of $159.49. The stock is now traded at around $156.90. The impact to a portfolio due to this purchase was 0.82%. The holding were 153,916 shares as of 2018-03-31.

Added: Kimball International Inc (KBAL)

BKD Wealth Advisors, LLC added to a holding in Kimball International Inc by 2262.90%. The purchase prices were between $16.17 and $19.37, with an estimated average price of $17.68. The stock is now traded at around $16.66. The impact to a portfolio due to this purchase was 0.69%. The holding were 447,651 shares as of 2018-03-31.

Added: Vanguard FTSE Emerging Markets (VWO)

BKD Wealth Advisors, LLC added to a holding in Vanguard FTSE Emerging Markets by 43.67%. The purchase prices were between $44.96 and $50.98, with an estimated average price of $47.95. The stock is now traded at around $46.14. The impact to a portfolio due to this purchase was 0.14%. The holding were 103,067 shares as of 2018-03-31.

Added: US Bancorp (USB)

BKD Wealth Advisors, LLC added to a holding in US Bancorp by 152.87%. The purchase prices were between $49.25 and $58.11, with an estimated average price of $54.7. The stock is now traded at around $50.43. The impact to a portfolio due to this purchase was 0.12%. The holding were 43,066 shares as of 2018-03-31.

Added: iShares Russell 1000 Growth (IWF)

BKD Wealth Advisors, LLC added to a holding in iShares Russell 1000 Growth by 74.51%. The purchase prices were between $131.66 and $146.1, with an estimated average price of $140.17. The stock is now traded at around $137.64. The impact to a portfolio due to this purchase was 0.1%. The holding were 17,899 shares as of 2018-03-31.

Sold Out: Berkshire Hathaway Inc (BRK.B)

BKD Wealth Advisors, LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $191.42 and $217.25, with an estimated average price of $205.28.

Sold Out: Corning Inc (GLW)

BKD Wealth Advisors, LLC sold out a holding in Corning Inc. The sale prices were between $27.35 and $34.85, with an estimated average price of $30.83.

Sold Out: PowerShares Defensive Equity Portfolio (DEF)

BKD Wealth Advisors, LLC sold out a holding in PowerShares Defensive Equity Portfolio. The sale prices were between $44.53 and $49.2, with an estimated average price of $47.11.

Sold Out: Ingredion Inc (INGR)

BKD Wealth Advisors, LLC sold out a holding in Ingredion Inc. The sale prices were between $126.74 and $146.04, with an estimated average price of $133.79.

Sold Out: Avery Dennison Corp (AVY)

BKD Wealth Advisors, LLC sold out a holding in Avery Dennison Corp. The sale prices were between $103.06 and $122.68, with an estimated average price of $115.82.

Sold Out: Juniper Networks Inc (JNPR)

BKD Wealth Advisors, LLC sold out a holding in Juniper Networks Inc. The sale prices were between $24.05 and $28.89, with an estimated average price of $26.58.

Reduced: iShares Core S&P Mid-Cap (IJH)

BKD Wealth Advisors, LLC reduced to a holding in iShares Core S&P Mid-Cap by 44.25%. The sale prices were between $179.89 and $199.21, with an estimated average price of $191.27. The stock is now traded at around $189.85. The impact to a portfolio due to this sale was -0.89%. BKD Wealth Advisors, LLC still held 58,143 shares as of 2018-03-31.

Reduced: iShares S&P 500 Value (IVE)

BKD Wealth Advisors, LLC reduced to a holding in iShares S&P 500 Value by 93.14%. The sale prices were between $106.61 and $121.11, with an estimated average price of $114.26. The stock is now traded at around $110.67. The impact to a portfolio due to this sale was -0.57%. BKD Wealth Advisors, LLC still held 3,645 shares as of 2018-03-31.

Reduced: iShares MSCI EAFE Small-Cap ETF (SCZ)

BKD Wealth Advisors, LLC reduced to a holding in iShares MSCI EAFE Small-Cap ETF by 37.56%. The sale prices were between $62.72 and $69.19, with an estimated average price of $65.99. The stock is now traded at around $66.28. The impact to a portfolio due to this sale was -0.34%. BKD Wealth Advisors, LLC still held 86,376 shares as of 2018-03-31.

Reduced: Ford Motor Co (F)

BKD Wealth Advisors, LLC reduced to a holding in Ford Motor Co by 42.09%. The sale prices were between $10.24 and $13.23, with an estimated average price of $11.32. The stock is now traded at around $10.82. The impact to a portfolio due to this sale was -0.28%. BKD Wealth Advisors, LLC still held 304,056 shares as of 2018-03-31.

Reduced: Vanguard Small-Cap (VB)

BKD Wealth Advisors, LLC reduced to a holding in Vanguard Small-Cap by 51.45%. The sale prices were between $140.43 and $155.07, with an estimated average price of $149.29. The stock is now traded at around $149.48. The impact to a portfolio due to this sale was -0.15%. BKD Wealth Advisors, LLC still held 9,515 shares as of 2018-03-31.

Reduced: iShares Core U.S. Aggregate Bond (AGG)

BKD Wealth Advisors, LLC reduced to a holding in iShares Core U.S. Aggregate Bond by 29.52%. The sale prices were between $106.35 and $108.94, with an estimated average price of $107.28. The stock is now traded at around $106.00. The impact to a portfolio due to this sale was -0.08%. BKD Wealth Advisors, LLC still held 17,003 shares as of 2018-03-31.



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