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  Name: BKD WEALTH ADVISORS LLC
  City: SPRINGFIELD
  State: MO
  Zip: 65806
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $3,930,586,000
  Total Value Change : $342,992,000
  Securities Held Change : 9
   
All Securities Held : 389
  New Positions : 14
  Closed Positions : 7
  Increased Positions : 158
  Unchanged Positions : 29
  Decreased Positions : 188

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (TSPA)1 Year Chart         TSPA T Rowe Price Us Equity Rese... 152 New $0.00 $2,271,000 69,225 0.06% 2,271,000 69,225 0.769    N/A
   (INCY)1 Year Chart         INCY Incyte Corp 184 New $57.60 $1,495,000 26,240 0.04% 1,495,000 26,240 0.012    Biotechnology
   (SMBC)1 Year Chart         SMBC Southern Missouri Bancorp Inc 226 New $41.92 $861,000 19,709 0.02% 861,000 19,709 0.229    Savings & Loans
   (PAVE)1 Year Chart         PAVE Global X Us Infrastructure ... 272 New $0.00 $550,000 13,828 0.01% 550,000 13,828 0.01    N/A
   (PAGP)1 Year Chart         PAGP Plains Gp Holdings Lp 279 New $18.17 $530,000 29,059 0.01% 530,000 29,059 0.016    Oil & Gas Pipelines &...
   (CWB)1 Year Chart         CWB SPDR Barclays Capital Conve... 312 New $71.59 $400,000 5,476 0.01% 400,000 5,476 0.007    N/A
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 319 New $61.15 $377,000 6,247 0.01% 377,000 6,247 0    Closed - End Fund - E...
   (LNC)1 Year Chart         LNC Lincoln National Corp 325 New $29.52 $353,000 11,069 0.01% 353,000 11,069 0.006    Life & Health Insurance
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 340 New $132.41 $307,000 2,394 0.01% 307,000 2,394 0.02    Drug Manufacturers - ...
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 347 New $476.65 $290,000 606 0.01% 290,000 606 0    Aerospace/Defense - M...
   (NTAP)1 Year Chart         NTAP Netapp Inc 367 New $108.15 $237,000 2,255 0.01% 237,000 2,255 0.001    Data Storage Devices
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 379 New $188.49 $206,000 1,071 0.01% 206,000 1,071 0    Closed - End Fund - E...
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 382 New $56.72 $200,000 3,513 0.01% 200,000 3,513 0    N/A
   (INFY)1 Year Chart         INFY Infosys Technologies Limite... 383 New $16.92 $193,000 10,750 0% 193,000 10,750 0    Technical & System So...
      14 Records Found
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