Edmonds Duncan Registered Investment Advisors, LLC Portfolio Holdings

Edmonds Duncan Registered Investment Advisors, LLC

  • $446 Million
  • Q3 2024

Edmonds Duncan Registered Investment Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $446 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $34.7M, Spdr Ser Tr Fds Spdr Portfolio with a value of $34M, Spdr Portfolio with a value of $32.3M, Spdr Portfolio S&P 500 Value E with a value of $31.9M, and Vanguard Dividend Appreciation with a value of $31.7M.

Examining the 13F form we can see an increase of $36.8M in the current position value, from $410M to 446M.

Below you can find more details about Edmonds Duncan Registered Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $446 Million
ETFs: $376 Million
Financial Services: $29.2 Million
Technology: $13.8 Million
Consumer Defensive: $8.47 Million
Consumer Cyclical: $6.03 Million
Industrials: $2.86 Million
Communication Services: $2.82 Million
Healthcare: $2.81 Million
Other: $4.04 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $446 Million
  • Prior Value $410 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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