Bck Partners, Inc. Portfolio Holdings

Bck Partners, Inc.

  • $163 Million
  • Q4 2024

Bck Partners, Inc. has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $163 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $41.7M, Vanguard Sht Term Corp Bd ETF with a value of $39.4M, Vanguard Mid Cap ETF with a value of $24.3M, Ishares Trust Ishares 5 10 Yea with a value of $18.3M, and Vanguard Small Cap ETF with a value of $18.1M.

Examining the 13F form we can see an decrease of $46.4M in the current position value, from $210M to 163M.

Below you can find more details about Bck Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $163 Million
ETFs: $154 Million
Technology: $4.9 Million
Healthcare: $1.36 Million
Financial Services: $920,000
Consumer Cyclical: $572,000
Industrials: $373,000
Energy: $339,000
Communication Services: $285,000
Other: $249,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$44B
$2.82 Million 1.73% of portfolio
59,409
Q4 2024 Reduced 4.44%
$3.79T
$1.06 Million 0.65% of portfolio
4,237
Q4 2024 Reduced 2.31%
$615B
$920,000 0.56% of portfolio
2,031
Q4 2024 Reduced 27.46%
$507B
$650,000 0.4% of portfolio
1,285
Q4 2024 Reduced 0.85%
$2.42T
$572,000 0.35% of portfolio
2,610
Q3 2024 Reduced 0.95%
$3.09T
$531,000 0.33% of portfolio
1,261
Q4 2024 Reduced 6.8%
$398B
$438,000 0.27% of portfolio
3,032
Q4 2024 Reduced 13.17%
$59.1B
$373,000 0.23% of portfolio
1,590
Q2 2024 Added 0.95%
$445B
$339,000 0.21% of portfolio
3,155
Q3 2024 Added 0.45%
$1.2T
$285,000 0.17% of portfolio
1,510
Q3 2024 Reduced 3.51%
$155B
$283,000 0.17% of portfolio
1,745
Q4 2024 Reduced 2.79%
$153B
$274,000 0.17% of portfolio
1,054
Q4 2024 Reduced 1.86%
$141B
$249,000 0.15% of portfolio
3,477
Q4 2024 Reduced 6.46%
$299B
$201,000 0.12% of portfolio
1,500
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $163 Million
  • Prior Value $210 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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