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Showing Q3 2024 data
HedgeTrack has imported Q4 2025 data overall, but Edmonds Duncan Registered Investment Advisors, LLC's latest available filing here is Q3 2024.
Edmonds Duncan Registered Investment Advisors, LLC
•CIK: 1668155•Filing: Q3 2024
**Edmonds Duncan Registered Investment Advisors, LLC** manages $457M across a diversified portfolio of 108 holdings. The fund exhibits significant concentration in broad market and sector-specific ETFs, notably maintaining substantial positions in FBND ($34.7M), VIG ($34.5M), and SPDW ($34.0M). Further allocations include major weights in SPYG ($32.3M) and SPYV ($31.9M), indicating a focus on established, diversified market exposure. This structure suggests a core strategy built around systematic, large-cap index tracking.
Total AUM
$456.6M
QoQ Performance
+11.3%
Positions
108
Top 10 Concentration
58.0%
Latest Filing
Q3 2024
Top Holdings Allocation
FBND
VIG
SPDW
SPYG
SPYV
IEF
FLTR
FBND7.6%
VIG7.5%
SPDW7.5%
SPYG7.1%
SPYV7.0%
IEF6.1%
FLTR6.0%
VOE3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.3%
Technology4.5%
Consumer Staples1.5%
Consumer0.9%
Healthcare0.5%
Industrial0.5%
Financial0.3%
Energy0.3%
🚪 Exited Positionssold since Q2 2024
+23 more exited positions
Changes from Q2 2024
NEW6 new positions
↑82 increased
↓5 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022