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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
76
14
24
4
6
1
58
20
9
FRONTIER WEALTH MANAGEMENT LLC

Time Period2018-03-31

Total Holdings386

Total Value ($x1000)714,095
Activities
New77

Increased191

Unchanged28

Decreased90

Sold Out36

Top 10 Stock Holdingstotal 28.29%
BAC5.81

GPRK5.09

JPIN2.56

AAPL2.51

SCHZ2.39

 
JPUS2.38

PRF2.2

PRFZ2.05

MDY1.71

GOOGL1.59

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BAC
5.81%
COM
GPRK
5.09%
USD SHS
JPIN
2.56%
DIV RTN INT EQ
AAPL
2.51%
COM
SCHZ
2.39%
US AGGREGATE B
JPUS
2.38%
F JPMORGAN DIVER
PRF
2.2%
FTSE RAFI 1000
PRFZ
2.05%
FTSE US1500 SM
MDY
1.71%
UTSER1 S&PDCRP
GOOGL
1.59%
CAP STK CL A
BRK.B
1.45%
CL B NEW
PG
1.32%
COM
JPEM
1.31%
DIV RTN EM EQT
MSFT
1.3%
COM
AMGN
1.18%
COM
PXF
1.13%
DEV MKTS EX-US
GILD
1.06%
COM
CELG
1.01%
COM
PDN
0.96%
EX US SML PORT
JPM
0.91%
COM
FB
0.89%
CL A
MBB
0.82%
MBS ETF
CSCO
0.79%
COM
INTC
0.74%
COM
SBUX
0.74%
COM
DIS
0.73%
COM DISNEY
PEP
0.73%
COM
DSI
0.71%
MSCI KLD400 SOC
JPME
0.69%
DIVERSFED RTRN
NKE
0.68%
CL B
INCY
0.68%
COM
IJH
0.67%
CORE S&P MCP ETF
TLO
0.66%
BRCLYS LG TRS ET
DWDP
0.66%
COM
BWX
0.65%
BRCLYS INTL ETF
JNJ
0.64%
COM
T
0.64%
COM
TMO
0.64%
COM
SCHH
0.64%
US REIT ETF
WFC
0.62%
COM
FNDA
0.62%
SCHWAB FDT US SC
HD
0.6%
COM
XOM
0.59%
COM
SCHP
0.58%
US TIPS ETF
V
0.58%
COM CL A
PXH
0.56%
EMER MRKT PORT
SCHR
0.56%
INTRM TRM TRES
ALKS
0.54%
SHS
CERN
0.54%
COM
IWM
0.53%
RUSSELL 2000 ETF
EMB
0.51%
JP MOR EM MK ETF
SYF
0.5%
COM
COST
0.49%
COM
CB
0.47%
COM
MMM
0.47%
COM
BIV
0.41%
INTERMED TERM
JPHY
0.41%
DCPLND HG YLD
BSV
0.41%
SHORT TRM BOND
AMZN
0.41%
COM
PGX
0.4%
AGG PFD PORT
EMLP
0.39%
NO AMER ENERGY
IVV
0.39%
CORE S&P500 ETF
WMT
0.39%
COM
BA
0.37%
COM
PHB
0.37%
FDM HG YLD RAFI
MCD
0.37%
COM
IWS
0.35%
RUS MDCP VAL ETF
SCHO
0.34%
SHT TM US TRES
PCY
0.34%
SOVEREIGN DEBT
WR
0.34%
COM
MA
0.34%
CL A
SYK
0.34%
COM
NVS
0.34%
SPONSORED ADR
MON
0.33%
COM
VNQ
0.33%
REIT ETF
USCI
0.32%
COMM IDX FND
DVY
0.32%
SELECT DIVID ETF
EFA
0.32%
MSCI EAFE ETF
FPE
0.31%
PFD SECS INC ETF
CL
0.31%
COM
SCHD
0.31%
US DIVIDEND EQ
VOT
0.3%
MCAP GR IDXVIP
CORP
0.3%
INV GRD CRP BD
BLV
0.3%
LONG TERM BOND
FEX
0.3%
COM SHS
ABBV
0.29%
COM
BMY
0.29%
COM
LOW
0.28%
COM
IJR
0.28%
CORE S&P SCP ETF
MRK
0.28%
COM
COP
0.28%
COM
GS
0.27%
COM
RTN
0.27%
COM NEW
PSX
0.27%
COM
FEMS
0.27%
EM SML CP ALPH
AMLP
0.26%
ALERIAN MLP
CRM
0.25%
COM
SCHG
0.25%
US LCAP GR ETF
PFE
0.25%
COM
LMT
0.25%
COM
CME
0.25%
COM
TIP
0.24%
TIPS BD ETF
SCHF
0.24%
INTL EQTY ETF
SCHV
0.24%
US LCAP VA ETF
VBK
0.24%
SML CP GRW ETF
JPSE
0.23%
DIVERSFD EQT ETF
EEM
0.23%
MSCI EMG MKT ETF
VZ
0.23%
COM
VAR
0.22%
COM
MGM
0.22%
COM
KO
0.22%
COM
FDTS
0.22%
EX US SML CP
IWB
0.22%
RUS 1000 ETF
FDM
0.21%
COM SHS ANNUAL
WPP
0.2%
ADR
VRP
0.2%
VAR RATE PFD POR
CLVS
0.2%
COM
UNH
0.2%
COM
SPY
0.2%
TR UNIT
SPYD
0.2%
SP500 HIGH DIV
PM
0.2%
COM
CVX
0.2%
COM
FDT
0.19%
DEV MRK EX US
BSCI
0.19%
GUG BULL2018 E
IBM
0.19%
COM
UTX
0.19%
COM
BIT
0.19%
COM
BSCJ
0.19%
GUG BULL2019 E
SCZ
0.18%
EAFE SML CP ETF
CSQ
0.18%
COM SH BEN INT
SCHE
0.18%
EMRG MKTEQ ETF
MDT
0.17%
SHS
FAST
0.17%
COM
UNP
0.17%
COM
AZN
0.17%
SPONSORED ADR
BRK.A
0.17%
CL A
EMR
0.17%
COM
AXP
0.17%
COM
BIIB
0.16%
COM
WMB
0.16%
COM
KR
0.16%
COM
IJJ
0.16%
S&P MC 400VL ETF
BLK
0.16%
COM
FTNT
0.15%
COM
PANW
0.15%
COM
TGT
0.15%
COM
GE
0.15%
COM
ALLY
0.15%
COM
IYR
0.15%
U.S. REAL ES ETF
CAT
0.15%
COM
FYX
0.14%
COM SHS
PWR
0.14%
COM
PDBC
0.14%
DB OPT YLD DIV
PUTW
0.14%
CBOE S&P 500
NEE
0.14%
COM
IGOV
0.13%
INTL TREA BD ETF
NAVI
0.13%
COM
NVDA
0.13%
COM
KN
0.13%
COM
NVO
0.13%
ADR
FEM
0.13%
EMERG MKT ALPH
BTI
0.13%
SPONSORED ADR
GOV
0.12%
COM SHS BEN INT
DXJ
0.12%
JAPN HEDGE EQT
GD
0.12%
COM
NFLX
0.12%
COM
CBSH
0.11%
COM
AIG
0.11%
COM NEW
BX
0.11%
COM UNIT LTD
HON
0.11%
COM
HQY
0.11%
COM
BSJI
0.11%
GUG BLT2018 HY
HAL
0.11%
COM
VWO
0.11%
FTSE EMR MKT ETF
GIS
0.11%
COM
SPR
0.11%
COM CL A
EWJ
0.1%
MSCI JPN ETF NEW
IP
0.1%
COM
ABT
0.1%
COM
TEL
0.1%
REG SHS
SCHB
0.1%
US BRD MKT ETF
APC
0.1%
COM
AGG
0.1%
CORE TOTUSBD ETF
IJS
0.09%
SP SMCP600VL ETF
MO
0.09%
COM
MDLZ
0.09%
CL A
VRTX
0.09%
COM
ARNC
0.09%
COM
BSCK
0.09%
GUG BULL2020 E
AMT
0.09%
COM
ATO
0.09%
COM
P
0.09%
COM
FPX
0.09%
SHS
JD
0.09%
SPON ADR CL A
ADBE
0.09%
COM
HUM
0.09%
COM
VEA
0.09%
FTSE DEV MKT ETF
IVW
0.09%
S&P 500 GRWT ETF
ADS
0.09%
COM
WBA
0.09%
COM
JNCE
0.08%
COM
AMP
0.08%
COM
PYPL
0.08%
COM
JKL
0.08%
MRNING SM CP ETF
VLO
0.08%
COM
FDX
0.08%
COM
DUK
0.08%
COM NEW
COF
0.08%
COM
BP
0.08%
SPONSORED ADR
VEU
0.08%
ALLWRLD EX US
EPD
0.08%
COM
NTES
0.08%
SPONSORED ADR
ORCL
0.08%
COM
IWR
0.08%
RUS MID-CAP ETF
LULU
0.08%
COM
SLYV
0.08%
S&P 600 SMCP VAL
BAC/PL
0.08%
7.25%CNV PFD L
CELC
0.08%
COM
MU
0.08%
COM
HCA
0.08%
COM
EQBK
0.07%
CL A
AEP
0.07%
COM
JNK
0.07%
BRC HGH YLD BD
UTHR
0.07%
COM
GLW
0.07%
COM
UPS
0.07%
CL B
DE
0.07%
COM
YUM
0.07%
COM
IAT
0.07%
US REGNL BKS ETF
ANDV
0.07%
COM
AGN
0.07%
SHS
SYNH
0.07%
CL A
FXI
0.07%
CHINA LG-CAP ETF
CNC
0.06%
COM
ORLY
0.06%
COM
WM
0.06%
COM
ATVI
0.06%
COM
IDXX
0.06%
COM
VB
0.06%
SMALL CP ETF
BSCL
0.06%
GUGG BULSH 2021
CKPT
0.06%
COM
DHS
0.06%
EQTY INC ETF
KSS
0.06%
COM
LRCX
0.06%
COM
TER
0.06%
COM
TGTX
0.06%
COM
MPC
0.06%
COM
F
0.06%
COM PAR $0.01
ADP
0.06%
COM
TLRD
0.06%
COM
FCX
0.06%
COM
BSJJ
0.06%
GUG BUL 2019 HY
NLY
0.06%
COM
FMS
0.06%
SPONSORED ADR
PFF
0.06%
U.S. PFD STK ETF
GM
0.06%
COM
PHM
0.06%
COM
HDV
0.06%
HIGH DIVIDND ETF
RDS/A
0.05%
SPONS ADR A
KMB
0.05%
COM
PCI
0.05%
COM SHS
UL
0.05%
SPON ADR NEW
JLL
0.05%
COM
WYNN
0.05%
COM
ETW
0.05%
COM
DEO
0.05%
SPON ADR NEW
MLI
0.05%
COM
AMAT
0.05%
COM
ESRX
0.05%
COM
TPC
0.05%
COM
IWV
0.05%
RUSSELL 3000 ETF
A
0.05%
COM
KHC
0.05%
COM
TRV
0.05%
COM
IWC
0.05%
MICRO-CAP ETF
PRA
0.05%
COM
MDU
0.05%
COM
IFN
0.05%
COM
SO
0.05%
COM
HSY
0.05%
COM
DBC
0.05%
UNIT BEN INT
BABA
0.05%
SPONSORED ADS
EW
0.05%
COM
QCOM
0.05%
COM
NOC
0.05%
COM
NCR
0.05%
COM
CLX
0.05%
COM
FDL
0.05%
SHS
SCHW
0.05%
COM
DAL
0.05%
COM NEW
YRCW
0.05%
COM PAR $.01
PBR
0.05%
SPONSORED ADR
TSLA
0.05%
COM
GLD
0.05%
GOLD SHS
BWA
0.04%
COM
HIG
0.04%
COM
ISRG
0.04%
COM NEW
VMC
0.04%
COM
SLV
0.04%
ISHARES
LLY
0.04%
COM
ACN
0.04%
SHS CLASS A
TXN
0.04%
COM
TLT
0.04%
20+ YR TR BD ETF
SHW
0.04%
COM
CYBE
0.04%
COM
SIG
0.04%
SHS
SPGI
0.04%
COM
CSX
0.04%
COM
CMCSA
0.04%
CL A
VRSN
0.04%
COM
RIO
0.04%
SPONSORED ADR
MBIO
0.04%
COM
VTI
0.04%
TOTAL STK MKT
CVS
0.04%
COM
CMI
0.04%
COM
RWX
0.04%
DJ INTL RL ETF
STX
0.04%
SHS
WMCR
0.04%
WILSHIRE MCRO CP
STM
0.04%
NY REGISTRY
BSJK
0.04%
GUG BUL 2020 HY
VV
0.04%
LARGE CAP ETF
SLB
0.04%
COM
PQG
0.04%
COM
EOG
0.04%
COM
CF
0.03%
COM
FITB
0.03%
COM
CHI
0.03%
SH BEN INT
GBF
0.03%
GOV/CRED BD ETF
ADI
0.03%
COM
CAF
0.03%
COM
MGEE
0.03%
COM
EMN
0.03%
COM
PRGO
0.03%
SHS
AVGO
0.03%
SHS
PLUS
0.03%
COM
AMKR
0.03%
COM
HFC
0.03%
COM
SCHM
0.03%
US MID-CAP ETF
ETG
0.03%
COM
SQM
0.03%
SPON ADR SER B
KBR
0.03%
COM
LPNT
0.03%
COM
CFFN
0.03%
COM
CIT
0.03%
COM NEW
CEQP
0.03%
UNIT LTD PARTNER
FCNCA
0.03%
CL A
PNR
0.03%
SHS
ICFI
0.03%
COM
RCL
0.03%
COM
XOP
0.03%
S&P OILGAS EXP
CTL
0.03%
COM
CBG
0.03%
CL A
ABC
0.03%
COM
USB
0.03%
COM NEW
HPE
0.03%
COM
ADM
0.03%
COM
SBS
0.03%
SPONSORED ADR
NSC
0.03%
COM
TROW
0.03%
COM
MLCO
0.03%
ADR
ETO
0.03%
COM
LDOS
0.03%
COM
WPX
0.03%
COM
SRC
0.03%
COM
SENS
0.03%
COM
KERX
0.02%
COM
MDR
0.02%
COM
ETE
0.02%
COM UT LTD PTN
JPZ
0.02%
COM
AKS
0.02%
COM
SIRI
0.02%
COM
BB
0.02%
COM
GNW
0.02%
COM CL A
CHK
0.01%
COM
ESV
0.01%
SHS CLASS A
ATXI
0.01%
COM NEW
NOK
0.01%
SPONSORED ADR
UMC
0.01%
SPON ADR NEW
MDXG
0.01%
COM
SWN
0.01%
COM
ACHN
0.01%
COM
ZNGA
0.01%
CL A
NNDM
0.01%
SPONS ADR
VOC
0.01%
TR UNIT
JCP
< 0.01%
COM
NHLDW
< 0.01%
*W EXP 01/18/202
HBI
0.1%
COM
URI
0.09%
COM
WLKP
0.07%
COM UNIT RP LP
CTSH
0.07%
CL A
RF
0.06%
COM
EWY
0.06%
MSCI STH KOR ETF
MAIN
0.06%
COM
AAL
0.06%
COM
AVA
0.05%
COM
AIZ
0.05%
COM
LB
0.05%
COM
DAR
0.05%
COM
ALXN
0.04%
COM
SCCO
0.04%
COM
ENR
0.04%
COM
CZZ
0.04%
SHS A
CEO
0.04%
SPONSORED ADR
LNC
0.04%
COM
JNPR
0.04%
COM
IMO
0.04%
COM NEW
KFY
0.04%
COM NEW
PLAY
0.04%
COM
NVR
0.04%
COM
VSH
0.04%
COM
TPZ
0.04%
COM
MTD
0.04%
COM
BHBK
0.04%
COM
TPRE
0.04%
COM
FVC
0.04%
DORSEY WRIGHT
KMI
0.03%
COM
X
0.03%
COM
ADTN
0.03%
COM
VREX
0.03%
COM
O
0.03%
COM
KRA
0.03%
COM
ODP
0.02%
COM