StockDriftsStockDriftsTop 50 Edmonds Duncan Registered Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY TOTAL BOND ETF | 7.6% | 742.9K | $34.7M | +6.56%(+45.74K) | — | 2024-09-30 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 7.55% | 174.0K | $34.5M | +5.27%(+8.72K) | — | 2024-09-30 | |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 7.45% | 906.1K | $34.0M | +6.33%(+53.90K) | — | 2024-09-30 | |
| SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETF | 7.07% | 389.1K | $32.3M | +5.62%(+20.70K) | — | 2024-09-30 | |
| SPYV | SPDR PORTFOLIO S&P 500 VALUE ETF | 6.99% | 603.5K | $31.9M | +7.41%(+41.62K) | — | 2024-09-30 | |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 6.09% | 283.4K | $27.8M | +5.09%(+13.73K) | — | 2024-09-30 | |
| FLTR | VANECK IG FLOATING RATE ETF | 5.96% | 1.07M | $27.2M | +6.63%(+66.40K) | — | 2024-09-30 | |
| VOE | VANGUARD MID-CAP VALUE ETF | 3.15% | 85.8K | $14.4M | +6.03%(+4.88K) | — | 2024-09-30 | |
| VBR | VANGUARD SMALL CAP VALUE ETF | 3.09% | 70.2K | $14.1M | +5.65%(+3.75K) | — | 2024-09-30 | |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | 3.05% | 518.6K | $13.9M | +6.87%(+33.32K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Edmonds Duncan Registered Investment Advisors, Llc reports $456.61M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are FBND (7.6%), VIG (7.5%) and SPDW (7.5%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Edmonds Duncan Registered Investment Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1668155). View Edmonds Duncan Registered Investment Advisors, Llc’s 13F filings on SEC