BKD Wealth Advisors, LLC Buys SPDR Gold MiniShares Trust, Berkshire Hathaway Inc, Farmers & Merchants Bancorp Inc, Sells Stryker Corp, United Technologies Corp, Eli Lilly and Co

Springfield, MO, based Investment company BKD Wealth Advisors, LLC buys SPDR Gold MiniShares Trust, Berkshire Hathaway Inc, Farmers & Merchants Bancorp Inc, Vanguard Div Appreciation, PIMCO Enhanced Short Maturity Active Exchange-Trad, sells Stryker Corp, United Technologies Corp, Eli Lilly and Co, PepsiCo Inc, iShares Core U.S. Aggregate Bond during the 3-months ended 2019Q2, according to the most recent filings of the investment company, BKD Wealth Advisors, LLC. As of 2019Q2, BKD Wealth Advisors, LLC owns 241 stocks with a total value of $1.2 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 https://www.gurufocus.com/guru/bkd+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of BKD Wealth Advisors, LLC
  1. Vanguard Total Stock Market (VTI) - 2,374,992 shares, 30.90% of the total portfolio.
  2. Vanguard FTSE All World Ex US (VEU) - 3,336,250 shares, 14.75% of the total portfolio. Shares added by 0.93%
  3. iShares Core S&P 500 (IVV) - 220,186 shares, 5.63% of the total portfolio. Shares reduced by 2.39%
  4. iShares S&P 500 Growth (IVW) - 237,136 shares, 3.68% of the total portfolio. Shares added by 0.95%
  5. Schwab U.S. Broad Market (SCHB) - 580,247 shares, 3.55% of the total portfolio. Shares added by 2.21%
New Purchase: SPDR Gold MiniShares Trust (GLDM)

BKD Wealth Advisors, LLC initiated holding in SPDR Gold MiniShares Trust. The purchase prices were between $12.69 and $14.2, with an estimated average price of $13.06. The stock is now traded at around $13.95. The impact to a portfolio due to this purchase was 0.88%. The holding were 719,014 shares as of .

New Purchase: Berkshire Hathaway Inc (BRK.B)

BKD Wealth Advisors, LLC initiated holding in Berkshire Hathaway Inc. The purchase prices were between $197.42 and $218.6, with an estimated average price of $206.89. The stock is now traded at around $214.75. The impact to a portfolio due to this purchase was 0.43%. The holding were 23,491 shares as of .

New Purchase: Farmers & Merchants Bancorp Inc (FMAO)

BKD Wealth Advisors, LLC initiated holding in Farmers & Merchants Bancorp Inc. The purchase prices were between $27.39 and $31.75, with an estimated average price of $29.99. The stock is now traded at around $28.50. The impact to a portfolio due to this purchase was 0.42%. The holding were 165,100 shares as of .

New Purchase: Tyson Foods Inc (TSN)

BKD Wealth Advisors, LLC initiated holding in Tyson Foods Inc. The purchase prices were between $68.93 and $82.6, with an estimated average price of $77.04. The stock is now traded at around $82.15. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,834 shares as of .

New Purchase: Qualcomm Inc (QCOM)

BKD Wealth Advisors, LLC initiated holding in Qualcomm Inc. The purchase prices were between $55.9 and $89.29, with an estimated average price of $73.23. The stock is now traded at around $76.55. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,823 shares as of .

New Purchase: Hill-Rom Holdings Inc (HRC)

BKD Wealth Advisors, LLC initiated holding in Hill-Rom Holdings Inc. The purchase prices were between $93.98 and $106.69, with an estimated average price of $101. The stock is now traded at around $104.99. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,820 shares as of .

Added: Vanguard Div Appreciation (VIG)

BKD Wealth Advisors, LLC added to a holding in Vanguard Div Appreciation by 41.55%. The purchase prices were between $108.45 and $116.09, with an estimated average price of $112.15. The stock is now traded at around $116.72. The impact to a portfolio due to this purchase was 0.15%. The holding were 52,020 shares as of .

Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

BKD Wealth Advisors, LLC added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 160.11%. The purchase prices were between $101.35 and $101.75, with an estimated average price of $101.57. The stock is now traded at around $101.59. The impact to a portfolio due to this purchase was 0.08%. The holding were 14,683 shares as of .

Added: BP PLC (BP)

BKD Wealth Advisors, LLC added to a holding in BP PLC by 61.55%. The purchase prices were between $40.44 and $45.23, with an estimated average price of $42.67. The stock is now traded at around $40.95. The impact to a portfolio due to this purchase was 0.06%. The holding were 46,177 shares as of .

Added: Thermo Fisher Scientific Inc (TMO)

BKD Wealth Advisors, LLC added to a holding in Thermo Fisher Scientific Inc by 65.88%. The purchase prices were between $257.51 and $295.55, with an estimated average price of $275.13. The stock is now traded at around $296.90. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,220 shares as of .

Added: iShares Core S&P Small-Cap (IJR)

BKD Wealth Advisors, LLC added to a holding in iShares Core S&P Small-Cap by 47.00%. The purchase prices were between $72.93 and $81.1, with an estimated average price of $77.42. The stock is now traded at around $77.81. The impact to a portfolio due to this purchase was 0.03%. The holding were 11,360 shares as of .

Added: Skyworks Solutions Inc (SWKS)

BKD Wealth Advisors, LLC added to a holding in Skyworks Solutions Inc by 28.60%. The purchase prices were between $66.63 and $93.56, with an estimated average price of $79.3. The stock is now traded at around $79.76. The impact to a portfolio due to this purchase was 0.01%. The holding were 4,096 shares as of .

Sold Out: Lincoln National Corp (LNC)

BKD Wealth Advisors, LLC sold out a holding in Lincoln National Corp. The sale prices were between $59.45 and $67.15, with an estimated average price of $63.92.

Sold Out: WellCare Health Plans Inc (WCG)

BKD Wealth Advisors, LLC sold out a holding in WellCare Health Plans Inc. The sale prices were between $246.75 and $299.29, with an estimated average price of $275.37.

Sold Out: Constellation Brands Inc (STZ)

BKD Wealth Advisors, LLC sold out a holding in Constellation Brands Inc. The sale prices were between $176.45 and $212.54, with an estimated average price of $195.35.

Sold Out: Walgreens Boots Alliance Inc (WBA)

BKD Wealth Advisors, LLC sold out a holding in Walgreens Boots Alliance Inc. The sale prices were between $49.34 and $63.49, with an estimated average price of $53.16.

Sold Out: eBay Inc (EBAY)

BKD Wealth Advisors, LLC sold out a holding in eBay Inc. The sale prices were between $35.62 and $40.13, with an estimated average price of $37.54.

Sold Out: Occidental Petroleum Corp (OXY)

BKD Wealth Advisors, LLC sold out a holding in Occidental Petroleum Corp. The sale prices were between $47.43 and $68.37, with an estimated average price of $56.32.



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