FW

Frontier Wealth Management LLC

13F
Frontier Wealth Management LLC
Last update 2022-08-15 391 Stocks (30 new)
Value $1.38 Bil Turnover 27 %
Countries:
Top Holdings: IEF(4.91%)BIL(4.89%)SCHX(4.83%)AAPL(3.98%)BAC(2.98%)
Summary Stock Picks Current Portfolio
Frontier Wealth Management LLC... Top Holdings of 2022-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEF
iShares 7-10 Year Treasury Bond ETF
661,050
67,625.0
New Holding
4.910
+4.91%
0.290
+0.34%
+2.39%
34,844.8
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
736,225
67,357.0
-48.12%
4.890
-0.78%
0.390
+0.02%
+0.27%
41,778.1
 
SCHX
Schwab U.S. Large-Cap ETF
1,491,207
66,597.0
+90.88%
4.830
+2.30%
0.240
+19.07%
+9.01%
57,603.9
 
AAPL
Apple Inc
401,022
54,828.0
+1.09%
3.980
+0.04%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
BAC
Bank of America Corp
1,316,647
40,987.0
+0.45%
2.980
+0.01%
0.020
+24.96%
+10.87%
358,001.8
Banks
MSFT
Microsoft Corp
136,461
35,047.0
+5.73%
2.540
+0.14%
0.000
+35.37%
+20.48%
3,759,901.0
Software
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
380,399
30,440.0
New Holding
2.210
+2.21%
0.070
+3.73%
+5.21%
53,364.2
 
VEA
Vanguard FTSE Developed Markets ETF
720,955
29,415.0
+4,158.45%
2.140
+2.09%
0.030
+14.16%
+23.88%
163,588.6
 
GDX
VanEck Gold Miners ETF
1,064,435
29,144.0
+1,026.40%
2.120
+1.93%
0.260
+10.49%
+58.77%
15,945.7
 
GPRK
GeoPark Ltd
2,185,514
28,237.0
-1.49%
2.050
-0.01%
3.670
+9.12%
-21.81%
357.2
Oil & Gas

Frontier Wealth Management LLC's Historical Top Holdings Breakdowns

Frontier Wealth Management LLC Total Holding History ($B)

To

Frontier Wealth Management LLC's Asset Allocation

To

Frontier Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Frontier Wealth Management LLC's Hypothetical Growth since 2022-06-30

Frontier Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Frontier Wealth Management LLC's Holdings Heat Map

Size field:

Frontier Wealth Management LLC's Holdings Bubble Chart

Frontier Wealth Management LLC News

  • 1

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