Frontier Wealth Management LLC Portfolio Holdings

Frontier Wealth Management LLC

  • $8.02 Billion
  • Q2 2022

Frontier Wealth Management LLC has filed its 13F form on August 12, 2022 for Q2 2022 where it was disclosed a total value porftolio of $8.02 Billion distributed in 399 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathwy Inc(Hldg Co)B with a value of $6.57B, Spdr Bloomberg 1 3 Month T Bil with a value of $130M, Spdr Portfolio Aggregate Bond with a value of $97.3M, Apple Inc. with a value of $66.5M, and Bank Of America Corp with a value of $51.3M.

Examining the 13F form we can see an decrease of $524K in the current position value, from $8.03B to 8.02B. Also it can be appreciated an additional of 1 stocks purchases and 5 closed positions.

Frontier Wealth Management LLC is based out at Kansas City, MO

Below you can find more details about Frontier Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $8.02 Billion
Financial Services: $6.72 Billion
ETFs: $645 Million
Technology: $154 Million
Energy: $116 Million
Healthcare: $99.3 Million
Consumer Defensive: $87.7 Million
Industrials: $58 Million
Communication Services: $57.2 Million
Other: $84.7 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$208M
$5.54 Million 0.07% of portfolio
742,954
Q2 2022 Reduced 1.5%
$241M
$3.14 Million 0.04% of portfolio
145,111
Q2 2022 Added 15.36%
$148M
$41,000 0.0% of portfolio
20,500
Q2 2022 Reduced 48.78%
$188M
$30,000 0.0% of portfolio
11,900
Q2 2022 Added 49.92%
$204M
$69,000 0.0% of portfolio
12,000
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 399
  • Current Value $8.02 Billion
  • Prior Value $8.03 Billion
  • Filing
  • Period Q2 2022
  • Filing Date August 12, 2022
  • Form Type 13F-HR
  • Activity in Q2 2022
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 0 stocks
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