Institutions / Barber Financial Group, Inc.
Barber Financial Group, Inc.
CIK 1624865 · Institution · as of Mar 31, 2023
Portfolio value
$567.47M
Positions
148
As of
Mar 31, 2023
Portfolio trend
Portfolio value
$567.47M+57.2%Positions
148+8.0%Top holdings
Mar 31, 2023View all 148 →
| Company | Value | % of portfolio |
|---|---|---|
| iSHARES TRUST | $119.21M | 21.0% |
| Invesco Qqq TrQQQ | $72.85M | 12.8% |
| SPDR S&P 500 ETF TrSPY | $56.75M | 10.0% |
| iShares TrIVW | $56.29M | 9.9% |
| SPDR Ser TrSPTM | $31.89M | 5.6% |
| Vanguard Index FdsVOO | $17.04M | 3.0% |
| Amplify ETF TrDIVO | $15.49M | 2.7% |
| Pacer Fds TrCOWZ | $14.71M | 2.6% |
| American Centy ETF TrAVUV | $13.25M | 2.3% |
| WisdomTree U.S. Quality Dividend Growth Fund | $12.95M | 2.3% |
| Apple Inc.AAPL | $7.00M | 1.2% |
| FS KKR Capital CorpFSK | $6.83M | 1.2% |
| Vanguard Bd Index FdsBND | $6.64M | 1.2% |
| Pacer Fds TrBUL | $6.55M | 1.2% |
| iSHARES TRUST | $6.10M | 1.1% |
| PROCTER & GAMBLE CoPG | $6.00M | 1.1% |
| SPDR Ser TrSPYV | $5.74M | 1.0% |
| SPDR Ser TrSPTS | $5.07M | 0.9% |
| J P Morgan Exchange Traded FJMST | $4.74M | 0.8% |
| VanEck Merk Gold TrOUNZ | $4.58M | 0.8% |
| iSHARES TRUST | $4.13M | 0.7% |
| iSHARES TRUST | $3.94M | 0.7% |
| SPDR Dow Jones Indl AverageDIA | $3.07M | 0.5% |
| iSHARES TRUST | $3.05M | 0.5% |
| iShares TrIVE | $2.99M | 0.5% |
Activity
Mar 31, 2023View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2021 as of | Add Other (per filing) | QQQ Qqq | $85.62M | +215K +601.34% | 250,994 17.60% of portfolio | high |
| Q4 2021 as of | New Other (per filing) | IVW Ivw | $85.51M | +1.0M | 1,021,958 15.07% of portfolio | high |
| Q4 2021 as of | New Other (per filing) | SPY Spy | $84.86M | +179K | 178,677 14.95% of portfolio | high |
| Q1 2022 as of | Add Other (per filing) | iSHARES TRUST fund |