Frontier Wealth Management LLC 13F Holdings
CIK 0001548179 · KANSAS CITY, MO
As of Jun 30, 2022, Frontier Wealth Management LLC reported 1,580 positions worth
CIK 0001548179 · KANSAS CITY, MO
As of Jun 30, 2022, Frontier Wealth Management LLC reported 1,580 positions worth
7.1M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 37,758,606 | 3.2M | 77.16% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 4,310,796 | $394.2K | 2.31% |
| APPLE INC | AAPL | Technology | 1,595,442 | $242.7K | 1.42% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 8,394,664 | $226.9K | 1.33% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 4,544,902 | $214.7K | 1.26% |
| BANK OF AMERICA CORP | BAC | Financial Services | 5,254,702 | 84.7K | 1.08% |
| MICROSOFT CORP | MSFT | Technology | 531,048 | 42.9K | 0.84% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 1,322,100 | 35.3K | 0.79% |
| GEOPARK LTD | GPRK | Energy | 8,808,354 | 27.9K | 0.75% |
| DEVON ENERGY CORP | DVN | Energy | 2,136,330 | 25.7K | 0.74% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 695,460 | 05.1K | 0.61% |
| SPDR GOLD TRUST | GQ9 | — | 549,098 | $99.0K | 0.58% |
| SS SPDR P S&P 400 MIDCAP ETF | SPMD | — | 2,164,526 | $94.1K | 0.55% |
| QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF | IVOL | — | 2,837,296 | $73.3K | 0.43% |
| AMAZON.COM INC | AMZN | Equity | 349,456 | $71.9K | 0.42% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 120,594 | $63.4K | 0.37% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 760,798 | $60.9K | 0.36% |
| EXXON MOBIL CORP | XOM | Energy | 710,332 | $60.8K | 0.36% |
| ALPHABET INC | GOOGL | Equity | 25,600 | $60.5K | 0.35% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 1,441,910 | $58.8K | 0.34% |
| VANECK GOLD MINERS ETF | GDX | — | 2,128,870 | $58.3K | 0.34% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 125,600 | $55.7K | 0.33% |
| UMB FINANCIAL CORP | UMBF | Financial Services | 583,654 | $52.3K | 0.31% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 291,196 | $51.3K | 0.30% |
| ISHARES SILVER TRUST | SLV | — | 2,460,072 | $51.2K | 0.30% |