Bhk Investment Advisors, LLC Reduced Holdings in Q3 2025

Bhk Investment Advisors, LLC

  • $267 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MCI
Barings Corporate Investors

Financial Services
-772
- 0.21%
$20.28 - $22.87 $15.7K - $17.7K
361K $7.5M
CSL
Carlisle Companies Inc

Industrials
-25
- 0.97%
$327.52 - $435.11 $8.19K - $10.9K
2.54K $836K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-3K
- 8.96%
$12.11 - $12.64 $36.3K - $37.9K
30.5K $377K
AMGN
Amgen Inc

Healthcare
-74
- 2.71%
$271.18 - $309.22 $20.1K - $22.9K
2.66K $750K
V
Visa Inc.

Financial Services
-11
- 1.59%
$332.09 - $358.86 $3.65K - $3.95K
679 $231K
AMZN
Amazon Com Inc

Consumer Cyclical
-16
- 0.23%
$211.65 - $238.24 $3.39K - $3.81K
6.86K $1.51M
WFC
Wells Fargo & Company

Financial Services
-50
- 1.89%
$77.05 - $85.16 $3.85K - $4.26K
2.6K $217K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.53K
- 2.51%
$75.26 - $80.19 $115K - $123K
59.6K $4.75M
BAC
Bank Of America Corp

Financial Services
-52
- 1.08%
$44.92 - $52.42 $2.34K - $2.73K
4.75K $245K
TROW
Price T Rowe Group Inc

Financial Services
-49
- 0.99%
$98.67 - $111.52 $4.83K - $5.46K
4.92K $504K
TFC
Truist Financial Corp

Financial Services
-147
- 0.67%
$42.83 - $47.07 $6.3K - $6.92K
21.7K $990K
RF
Regions Financial Corp

Financial Services
-495
- 1.99%
$24.03 - $27.41 $11.9K - $13.6K
24.4K $642K
PLTR
Palantir Technologies Inc.

Technology
-250
- 10.1%
$130.68 - $186.97 $32.7K - $46.7K
2.23K $405K
BLK
Black Rock Inc.

Financial Services
-5
- 0.65%
$1046.16 - $1175.56 $5.23K - $5.88K
766 $893K
GOOGL
Alphabet Inc.

Communication Services
-250
- 11.47%
$174.36 - $254.72 $43.6K - $63.7K
1.93K $469K
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.4K
- 2.72%
$282.75 - $294.19 $679K - $707K
86.1K $25.3M
JPM
Jpmorgan Chase & CO

Financial Services
-49
- 0.61%
$282.78 - $316.06 $13.9K - $15.5K
7.93K $2.5M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.08K
- 1.84%
$80.54 - $89.67 $87.3K - $97.2K
58K $5.09M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.81K
- 1.93%
$49.43 - $54.52 $89.5K - $98.7K
91.8K $4.97M
AAPL
Apple Inc.

Technology
-100
- 0.43%
$202.38 - $256.87 $20.2K - $25.7K
23.4K $5.96M
MGV
Vanguard Mega Cap Value

ETFs
-1.05K
- 0.52%
$129.46 - $137.85 $136K - $145K
202K $27.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.79K
- 2.11%
$276.51 - $305.12 $496K - $547K
83.4K $24.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
-846
- 0.6%
$164.63 - $174.58 $139K - $148K
140K $24.4M
VBR
Vanguard Small Cap Value ETF

ETFs
-980
- 0.83%
$195.41 - $212.37 $192K - $208K
116K $24.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-2.61K
- 3.34%
$362.31 - $405.74 $946K - $1.06M
75.6K $30.4M
Activity Summary
Buys All Purchases 19 New Holdings 4 Increased Positions 15 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bhk Investment Advisors, LLC Portfolio

Follow Bhk Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bhk Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bhk Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email