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FRONTIER WEALTH MANAGEMENT LLC Information

4435 MAIN, KANSAS CITY, Missouri, 64111, (816) 753-5100

Report Date: 03/31/2019

Position Statistics

Total Positions 395
New Positions 27
Increased Positions 149
Decreased Positions 211
Positions with Activity 360
Sold Out Positions 31
Total Mkt Value (in $ millions) 705

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 2.69%
Basic Materials 0.81%
Industrials 4.51%
Consumer Cyclicals 6.42%
Consumer Non-Cyclicals 4.93%
Financials 32.28%
Healthcare 13%
Technology 14.85%
Telecommunication Services 1.31%
Utilities 1.03%

395 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BANK AMER CORP COM 40,497 -15 (0.04) 1,421,443
JP MORGAN EXCHANGE TRADED FD US AGGREGATE 26,536 26,536 New 1,027,120
APPLE INC COM 22,935 1,067 4.88 125,480
JP MORGAN EXCHANGE TRADED FD JPMORGAN DIVER 22,433 7 .03 307,053
GEOPARK LTD USD SHS 20,961 -299 (1.41) 3,249,823
PROCTER AND GAMBLE CO COM 17,659 3,699 26.50 165,468
CELCUITY INC COM 17,285 80 .47 726,241
JP MORGAN EXCHANGE TRADED FD DIV RTN INT EQ 16,478 262 1.61 306,005
MICROSOFT CORP COM 16,245 614 3.93 127,243
BERKSHIRE HATHAWAY INC DEL CL B NEW 13,923 994 7.69 68,724
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 9,709 11 .11 28,260
UMB FINL CORP COM 9,591 -422 (4.21) 144,092
ALPHABET INC CAP STK CL A 9,139 125 1.39 7,907
CISCO SYS INC COM 9,106 -15 (0.16) 163,504
CELGENE CORP COM 8,778 1,462 19.99 91,095
DISNEY WALT CO COM DISNEY 8,425 24 .29 62,947
JPMORGAN CHASE & CO COM 8,142 117 1.46 73,472
AMGEN INC COM 7,907 58 .74 46,156
ISHARES TR CORE S&P500 ETF 7,572 907 13.61 26,322
STARBUCKS CORP COM 7,066 47 .66 91,463