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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
78
15
15
3
4
1
55
20
13
FRONTIER WEALTH MANAGEMENT LLC

Time Period2018-06-30

Total Holdings381

Total Value ($x1000)698,799
Activities
New51

Increased152

Unchanged49

Decreased129

Sold Out56

Top 10 Stock Holdingstotal 33.01%
GPRK9.32

BAC5.68

JPUS2.98

SCHZ2.92

AAPL2.88

 
JPIN2.62

GOOGL1.93

MSFT1.66

MDY1.57

BRK.B1.45

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
GPRK
9.32%
USD SHS
BAC
5.68%
COM
JPUS
2.98%
F JPMORGAN DIVER
SCHZ
2.92%
US AGGREGATE B
AAPL
2.88%
COM
JPIN
2.62%
DIV RTN INT EQ
GOOGL
1.93%
CAP STK CL A
MSFT
1.66%
COM
MDY
1.57%
UTSER1 S&PDCRP
BRK.B
1.45%
CL B NEW
PG
1.33%
COM
JPEM
1.3%
DIV RTN EM EQT
AMGN
1.28%
COM
FB
1.07%
CL A
JPM
1.05%
COM
CSCO
1.03%
COM
CELG
0.92%
COM
GILD
0.89%
COM
DIS
0.86%
COM DISNEY
SCHH
0.78%
US REIT ETF
JPME
0.77%
DIVERSFED RTRN
PEP
0.76%
COM
DSI
0.75%
MSCI KLD400 SOC
INTC
0.74%
COM
XOM
0.74%
COM
IJH
0.74%
CORE S&P MCP ETF
JNJ
0.73%
COM
DWDP
0.71%
COM
HD
0.7%
COM
V
0.69%
COM CL A
WFC
0.64%
COM
MBB
0.64%
MBS ETF
FNDA
0.63%
SCHWAB FDT US SC
NKE
0.63%
CL B
TMO
0.63%
COM
SBUX
0.63%
COM
T
0.61%
COM
IWM
0.6%
RUSSELL 2000 ETF
SCHO
0.59%
SHT TM US TRES
COST
0.57%
COM
JPHY
0.56%
DCPLND HG YLD
CERN
0.56%
COM
GS
0.54%
COM
AMZN
0.52%
COM
MMM
0.51%
COM
CB
0.5%
COM
SYF
0.49%
COM
SCHP
0.48%
US TIPS ETF
SCHR
0.45%
INTRM TRM TRES
INCY
0.45%
COM
EMLP
0.43%
NO AMER ENERGY
BA
0.43%
COM
IVV
0.41%
CORE S&P500 ETF
VNQ
0.4%
REIT ETF
SCHD
0.39%
US DIVIDEND EQ
MA
0.39%
CL A
EVRG
0.38%
COM
DVY
0.38%
SELECT DIVID ETF
BSV
0.38%
SHORT TRM BOND
BIV
0.37%
INTERMED TERM
ALKS
0.36%
SHS
NVS
0.36%
SPONSORED ADR
SYK
0.36%
COM
BWX
0.36%
BRCLYS INTL ETF
MCD
0.36%
COM
IWS
0.35%
RUS MDCP VAL ETF
EFA
0.35%
MSCI EAFE ETF
ONEK
0.35%
RUSSELL 1000 ETF
WMT
0.34%
COM
CRM
0.34%
COM
MRK
0.31%
COM
FEX
0.31%
COM SHS
JPSE
0.31%
DIVERSFD EQT ETF
LOW
0.31%
COM
VOT
0.31%
MCAP GR IDXVIP
USCI
0.3%
COMM IDX FND
IJR
0.3%
CORE S&P SCP ETF
COP
0.3%
COM
BLV
0.3%
LONG TERM BOND
TLO
0.3%
BRCLYS LG TRS ET
ABBV
0.3%
COM
PUTW
0.29%
CBOE S&P 500
KO
0.29%
COM
FPE
0.29%
PFD SECS INC ETF
PSX
0.29%
COM
CL
0.28%
COM
SCHG
0.26%
US LCAP GR ETF
BMY
0.26%
COM
RTN
0.26%
COM NEW
PFE
0.26%
COM
CME
0.25%
COM
VZ
0.25%
COM
TIP
0.25%
TIPS BD ETF
IWB
0.25%
RUS 1000 ETF
SCHV
0.24%
US LCAP VA ETF
VBK
0.24%
SML CP GRW ETF
FEMS
0.24%
EM SML CP ALPH
SCHF
0.23%
INTL EQTY ETF
UNH
0.23%
COM
LMT
0.23%
COM
SPY
0.23%
TR UNIT
LAG
0.23%
BRCLYS AGG ETF
FDM
0.23%
COM SHS ANNUAL
AMLP
0.22%
ALERIAN MLP
CORP
0.22%
INV GRD CRP BD
EMB
0.22%
JP MOR EM MK ETF
JPMB
0.22%
USD EMRNG MKT
CVX
0.22%
COM
CSQ
0.22%
COM SH BEN INT
FDTS
0.22%
EX US SML CP
SPYD
0.21%
SP500 HIGH DIV
EEM
0.21%
MSCI EMG MKT ETF
PM
0.21%
COM
FAST
0.2%
COM
UTX
0.2%
COM
UNP
0.2%
COM
KR
0.19%
COM
P
0.19%
COM
MDT
0.19%
SHS
MGM
0.19%
COM
FDT
0.19%
DEV MRK EX US
AZN
0.19%
SPONSORED ADR
CLVS
0.18%
COM
AXP
0.18%
COM
SCZ
0.18%
EAFE SML CP ETF
EMR
0.18%
COM
WMB
0.18%
COM
BIIB
0.17%
COM
BIT
0.17%
COM
GWL
0.17%
S&P WRLD EX US
IJJ
0.17%
S&P MC 400VL ETF
VLO
0.16%
COM
TGT
0.16%
COM
GSK
0.16%
SPONSORED ADR
IBM
0.16%
COM
BRK.A
0.16%
CL A
IYR
0.16%
U.S. REAL ES ETF
NEE
0.16%
COM
FYX
0.16%
COM SHS
BLK
0.16%
COM
APC
0.16%
COM
SCHE
0.16%
EMRG MKTEQ ETF
MO
0.15%
COM
IVW
0.14%
S&P 500 GRWT ETF
NTES
0.14%
SPONSORED ADR
CAT
0.14%
COM
JUST
0.14%
JUST US LRG CP
NFLX
0.14%
COM
CELC
0.14%
COM
HAL
0.14%
COM
GOV
0.13%
COM SHS BEN INT
PWR
0.13%
COM
PANW
0.13%
COM
CBSH
0.13%
COM
NVDA
0.13%
COM
HON
0.12%
COM
HQY
0.12%
COM
NVO
0.12%
ADR
JD
0.12%
SPON ADR CL A
GE
0.12%
COM
SCHB
0.12%
US BRD MKT ETF
C
0.11%
COM NEW
FEM
0.11%
EMERG MKT ALPH
BX
0.11%
COM UNIT LTD
VEA
0.11%
FTSE DEV MKT ETF
MLPA
0.11%
GLBL X MLP ETF
HUM
0.11%
COM
ADBE
0.11%
COM
NAVI
0.1%
COM
IJS
0.1%
SP SMCP600VL ETF
SPR
0.1%
COM CL A
IP
0.1%
COM
IGOV
0.1%
INTL TREA BD ETF
ABT
0.1%
COM
VRTX
0.1%
COM
ANDV
0.1%
COM
AGG
0.1%
CORE TOTUSBD ETF
EPD
0.1%
COM
ATO
0.1%
COM
AMT
0.1%
COM
VWO
0.1%
FTSE EMR MKT ETF
ADS
0.1%
COM
OXY
0.1%
COM
FPX
0.09%
SHS
MDLZ
0.09%
CL A
BP
0.09%
SPONSORED ADR
GD
0.09%
COM
FTNT
0.09%
COM
TEL
0.09%
REG SHS
AIG
0.09%
COM NEW
FDX
0.09%
COM
PYPL
0.09%
COM
MU
0.09%
COM
SLYV
0.09%
S&P 600 SMCP VAL
MPC
0.09%
COM
ALLY
0.09%
COM
HFC
0.08%
COM
GIS
0.08%
COM
JKL
0.08%
MRNING SM CP ETF
ADP
0.08%
COM
IWR
0.08%
RUS MID-CAP ETF
AMP
0.08%
COM
WBA
0.08%
COM
EQBK
0.08%
CL A
EOG
0.08%
COM
VEU
0.08%
ALLWRLD EX US
ORCL
0.08%
COM
DUK
0.08%
COM NEW
AEP
0.08%
COM
BAC/PL
0.08%
7.25%CNV PFD L
UTHR
0.08%
COM
COF
0.08%
COM
HCA
0.07%
COM
ORLY
0.07%
COM
DXJ
0.07%
JAPN HEDGE EQT
BTI
0.07%
SPONSORED ADR
UPS
0.07%
CL B
IAT
0.07%
US REGNL BKS ETF
GM
0.07%
COM
BABA
0.07%
SPONSORED ADS
XSOE
0.07%
EM EX ST-OWNED
VB
0.07%
SMALL CP ETF
DE
0.07%
COM
PE
0.07%
CL A
NLY
0.07%
COM
CLR
0.06%
COM
DHS
0.06%
EQTY INC ETF
CKPT
0.06%
COM
CNC
0.06%
COM
WM
0.06%
COM
FXI
0.06%
CHINA LG-CAP ETF
SIG
0.06%
SHS
ESRX
0.06%
COM
FCX
0.06%
COM
TXN
0.06%
COM
RDS/A
0.06%
SPONS ADR A
PFF
0.06%
U.S. PFD STK ETF
KMB
0.06%
COM
CSX
0.06%
COM
MLI
0.06%
COM
ATVI
0.06%
COM
TLRD
0.06%
COM
DEO
0.06%
SPON ADR NEW
CTL
0.06%
COM
FMS
0.06%
SPONSORED ADR
HDV
0.06%
HIGH DIVIDND ETF
IDXX
0.06%
COM
JNK
0.06%
BRC HGH YLD BD
KHC
0.06%
COM
YUM
0.05%
COM
ETW
0.05%
COM
AGN
0.05%
SHS
UL
0.05%
SPON ADR NEW
IWC
0.05%
MICRO-CAP ETF
PCI
0.05%
COM SHS
XLE
0.05%
SBI INT-ENERGY
CHI
0.05%
SH BEN INT
IWV
0.05%
RUSSELL 3000 ETF
YRCW
0.05%
COM PAR $.01
KSS
0.05%
COM
SHW
0.05%
COM
ISRG
0.05%
COM NEW
IWF
0.05%
RUS 1000 GRW ETF
MDU
0.05%
COM
EW
0.05%
COM
VFH
0.05%
FINANCIALS ETF
SO
0.05%
COM
IWO
0.05%
RUS 2000 GRW ETF
VMC
0.05%
COM
RSCO
0.05%
SM CAP COMPLETE
GNW
0.05%
COM CL A
FDL
0.05%
SHS
CLX
0.05%
COM
PQG
0.05%
COM
LLY
0.05%
COM
STX
0.05%
SHS
GLD
0.05%
GOLD SHS
ACN
0.05%
SHS CLASS A
TGTX
0.05%
COM
QCOM
0.05%
COM
VRSN
0.05%
COM
ARNC
0.05%
COM
SPGI
0.05%
COM
CVS
0.05%
COM
TRV
0.04%
COM
A
0.04%
COM
SPOT
0.04%
SHS
HIG
0.04%
COM
F
0.04%
COM PAR $0.01
ESGE
0.04%
MSCI EM ESG SE
SLB
0.04%
COM
CYBE
0.04%
COM
VTI
0.04%
TOTAL STK MKT
SLV
0.04%
ISHARES
LULU
0.04%
COM
LRCX
0.04%
COM
WYNN
0.04%
COM
CEQP
0.04%
UNIT LTD PARTNER
VV
0.04%
LARGE CAP ETF
SCHW
0.04%
COM
DAL
0.04%
COM NEW
BWA
0.04%
COM
XOP
0.04%
S&P OILGAS EXP
RWX
0.04%
DJ INTL RL ETF
VMBS
0.04%
MORTG-BACK SEC
CF
0.04%
COM
NOC
0.04%
COM
CMCSA
0.04%
CL A
EMHY
0.04%
EM HGHYL BD ETF
LPNT
0.04%
COM
ADI
0.04%
COM
SLCA
0.04%
COM
FITB
0.04%
COM
RIO
0.04%
SPONSORED ADR
WPX
0.04%
COM
TPC
0.04%
COM
GBF
0.04%
GOV/CRED BD ETF
DHR
0.04%
COM
GLW
0.04%
COM
WLL
0.03%
COM NEW
VBR
0.03%
SM CP VAL ETF
PRO
0.03%
COM
PDM
0.03%
COM CL A
VDE
0.03%
ENERGY ETF
SCHM
0.03%
US MID-CAP ETF
CFFN
0.03%
COM
ETO
0.03%
COM
TWOK
0.03%
SPDR RUSSEL 2000
CMI
0.03%
COM
ETE
0.03%
COM UT LTD PTN
FSIC
0.03%
COM
ETG
0.03%
COM
HAIR
0.03%
COM
AMKR
0.03%
COM
SCHA
0.03%
US SML CAP ETF
GWR
0.03%
CL A
BIDU
0.03%
SPON ADR REP A
IPGP
0.03%
COM
FMX
0.03%
SPON ADR UNITS
PHM
0.03%
COM
ADM
0.03%
COM
PLUS
0.03%
COM
CBG
0.03%
CL A
RUSHA
0.03%
CL A
CEO
0.03%
SPONSORED ADR
AIEQ
0.03%
AI POWERED EQT
CIT
0.03%
COM NEW
SEE
0.03%
COM
USB
0.03%
COM NEW
GWW
0.03%
COM
ABC
0.03%
COM
NSC
0.03%
COM
PRGO
0.03%
SHS
JNCE
0.03%
COM
LOGM
0.03%
COM
ZION
0.03%
COM
TOL
0.03%
COM
BSJL
0.03%
BULSHS 2021 HY
SRC
0.03%
COM
MBT
0.03%
SPONSORED ADR
MBIO
0.03%
COM
HPE
0.03%
COM
JPZ
0.02%
COM
VLRX
0.02%
COM NEW
ESV
0.02%
SHS CLASS A
SIRI
0.02%
COM
SENS
0.02%
COM
CHK
0.02%
COM
AKS
0.02%
COM
SWN
0.01%
COM
NOK
0.01%
SPONSORED ADR
UMC
0.01%
SPON ADR NEW
KOPN
0.01%
COM
ATXI
0.01%
COM NEW
MDXG
0.01%
COM
VOC
0.01%
TR UNIT
NNDM
0.01%
SPONS ADR
ACHN
0.01%
COM
NHLDW
< 0.01%
*W EXP 01/18/202
APHB
< 0.01%
COM PAR
APRI
< 0.01%
COM NEW
PRF
2.2%
FTSE RAFI 1000
PRFZ
2.05%
FTSE US1500 SM
PXF
1.13%
DEV MKTS EX-US
PDN
0.96%
EX US SML PORT
PXH
0.56%
EMER MRKT PORT
PGX
0.4%
AGG PFD PORT
PHB
0.37%
FDM HG YLD RAFI
PCY
0.34%
SOVEREIGN DEBT
WR
0.34%
COM
MON
0.33%
COM
VAR
0.22%
COM
WPP
0.2%
ADR
VRP
0.2%
VAR RATE PFD POR
BSCI
0.19%
GUG BULL2018 E
BSCJ
0.19%
GUG BULL2019 E
PDBC
0.14%
DB OPT YLD DIV
KN
0.13%
COM
BSJI
0.11%
GUG BLT2018 HY
EWJ
0.1%
MSCI JPN ETF NEW
BSCK
0.09%
GUG BULL2020 E
SYNH
0.07%
CL A
BSCL
0.06%
GUGG BULSH 2021
TER
0.06%
COM
BSJJ
0.06%
GUG BUL 2019 HY
JLL
0.05%
COM
AMAT
0.05%
COM
PRA
0.05%
COM
IFN
0.05%
COM
HSY
0.05%
COM
DBC
0.05%
UNIT BEN INT
NCR
0.05%
COM
PBR
0.05%
SPONSORED ADR
TSLA
0.05%
COM
TLT
0.04%
20+ YR TR BD ETF
WMCR
0.04%
WILSHIRE MCRO CP
BSJK
0.04%
GUG BUL 2020 HY
STM
0.04%
NY REGISTRY
CAF
0.03%
COM
MGEE
0.03%
COM
EMN
0.03%
COM
AVGO
0.03%
SHS
SQM
0.03%
SPON ADR SER B
KBR
0.03%
COM
PNR
0.03%
SHS
FCNCA
0.03%
CL A
ICFI
0.03%
COM
RCL
0.03%
COM
SBS
0.03%
SPONSORED ADR
TROW
0.03%
COM
MLCO
0.03%
ADR
LDOS
0.03%
COM
KERX
0.02%
COM
MDR
0.02%
COM
BB
0.02%
COM
ZNGA
0.01%
CL A
JCP
< 0.01%
COM