Frontier Wealth Management Portfolio holdings
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$6.06B |
| 2 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$14.4M |
| 3 |
iShares Silver Trust
SLV
|
+$11.5M |
| 4 |
UMB Financial
UMBF
|
+$8.78M |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$5.44M |
Top Sells
| 1 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$19.2M |
| 2 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$16.3M |
| 3 |
Royce Value Trust
RVT
|
+$4.95M |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$4.59M |
| 5 |
Devon Energy
DVN
|
+$3.64M |
Sector Composition
| 1 | Financials | 83.68% |
| 2 | Technology | 1.91% |
| 3 | Energy | 1.44% |
| 4 | Healthcare | 1.24% |
| 5 | Consumer Staples | 1.09% |
Similar funds
Frontier Wealth Management's Q1 2022 Portfolio in Review
As of Q1 2022, Frontier Wealth Management held 452 positions worth $8.03B, up 429% from $1.52B the previous quarter. Its ten largest holdings account for 89% of the portfolio.
Frontier Wealth Management deployed $6.07B of net new capital in Q1 2022, opening 27 new positions and adding to 171 existing holdings. Its largest new stake was International Paper: 42,035 shares worth $1.96M.
By sector, the portfolio is most concentrated in Financials at 84% of assets, up from 11% a quarter earlier, followed by Technology and Energy.
On the sell side, the largest reduction was iShares 0-1 Year Treasury Bond ETF, an estimated $19.2M trimmed.
- Frontier Wealth Management's largest Q1 2022 buy was International Paper: 42,035 shares worth $1.96M.
- Frontier Wealth Management added most to Berkshire Hathaway Class B in Q1 2022, an estimated $6.06B increase.
- Frontier Wealth Management's biggest Q1 2022 reduction was iShares 0-1 Year Treasury Bond ETF, cutting an estimated $19.2M.
- Frontier Wealth Management fully exited Royce Value Trust in Q1 2022, selling an estimated $4.95M.
- Frontier Wealth Management's ten largest holdings make up 89% of its $8.03B portfolio in Q1 2022.
- Frontier Wealth Management opened 27 new positions and closed 49 in Q1 2022.
- Frontier Wealth Management's portfolio value rose 429% quarter-over-quarter to $8.03B.
Based on Frontier Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.