Bhk Investment Advisors, LLC Sells in Q1 2025

Bhk Investment Advisors, LLC

  • $237 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
-10.3K
- 11.63%
$307.43 - $357.48 $3.17M - $3.68M
78.3K $24.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
-8.97K
- 9.77%
$247.97 - $296.33 $2.22M - $2.66M
82.8K $20.8M
AAPL
Apple Inc.

Technology
-13.1K
- 35.87%
$209.68 - $247.1 $2.75M - $3.24M
23.5K $5.21M
VBR
Vanguard Small Cap Value ETF

ETFs
-12.9K
- 10.06%
$183.02 - $207.75 $2.36M - $2.68M
115K $21.5M
VOT
Vanguard Mid Cap Growth Index

ETFs
-11.7K
- 11.63%
$237.72 - $276.98 $2.79M - $3.25M
89.2K $21.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
-13.8K
- 8.95%
$156.61 - $168.02 $2.16M - $2.32M
141K $22.6M
MGV
Vanguard Mega Cap Value

ETFs
-24.4K
- 10.67%
$123.61 - $133.01 $3.01M - $3.24M
204K $26.3M
LLY
Eli Lilly & CO

Healthcare
-991
- 64.43%
$725.72 - $929.72 $719K - $921K
547 $451K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-16.7K
- 4.6%
$71.17 - $73.66 $1.19M - $1.23M
346K $25.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-11.6K
- 10.99%
$42.5 - $46.71 $492K - $541K
93.7K $4.24M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.59K
- 9.64%
$76.94 - $78.28 $430K - $437K
52.3K $4.1M
TFC
Truist Financial Corp

Financial Services
-7.28K
- 24.79%
$39.48 - $48.15 $287K - $351K
22.1K $908K
RF
Regions Financial Corp

Financial Services
-10.6K
- 29.69%
$20.84 - $24.77 $220K - $261K
25K $543K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-272
- 7.05%
$360.07 - $417.26 $97.9K - $113K
3.59K $1.29M
BAC
Bank Of America Corp

Financial Services
-5.35K
- 52.55%
$39.61 - $47.74 $212K - $255K
4.83K $201K
IWN
Ishares Russell2000 Val ETF

ETFs
-198
- 1.65%
$149.27 - $169.4 $29.6K - $33.5K
11.8K $1.78M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-3.38K
- 5.45%
$69.87 - $75.62 $236K - $256K
58.7K $4.25M
IWP
Ishares Russell Mid Cap Growth

ETFs
-499
- 5.22%
$114.9 - $139.6 $57.3K - $69.7K
9.06K $1.06M
TROW
Price T Rowe Group Inc

Financial Services
-99
- 1.97%
$91.57 - $116.93 $9.07K - $11.6K
4.93K $453K
FDX
Fedex Corp

Industrials
-20
- 0.7%
$230.33 - $281.53 $4.61K - $5.63K
2.83K $690K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-333
- 16.34%
$168.84 - $202.89 $56.2K - $67.6K
1.71K $299K
INFY
Infosys LTD

Technology
-450
- 1.97%
$18.06 - $22.89 $8.13K - $10.3K
22.3K $407K
JPM
Jpmorgan Chase & CO

Financial Services
-574
- 6.16%
$225.19 - $279.95 $129K - $161K
8.75K $2.15M
BLK
Black Rock Inc.

Financial Services
-20
- 2.53%
$900.46 - $1075.5 $18K - $21.5K
771 $729K
IWS
Ishares Russell Midcap Value E

ETFs
-273
- 2.16%
$122.59 - $135.24 $33.5K - $36.9K
12.4K $1.56M
IWD
Ishares Russell 1000 Val ETF

ETFs
-470
- 6.89%
$182.82 - $196.21 $85.9K - $92.2K
6.35K $1.19M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-4K
- 11.43%
$11.96 - $13.56 $47.8K - $54.2K
31K $397K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-700
- 3.57%
$77.7 - $78.94 $54.4K - $55.3K
18.9K $1.49M
WSO
Watsco Inc

Industrials
-165
- 11.29%
$463.86 - $530.75 $76.5K - $87.6K
1.3K $658K
LOW
Lowes Companies Inc

Consumer Cyclical
-40
- 2.16%
$222.66 - $268.42 $8.91K - $10.7K
1.81K $423K
BR
Broadridge Financial Solutions, Inc.

Technology
-44
- 1.62%
$221.46 - $244.83 $9.74K - $10.8K
2.67K $647K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-4.94K
- 7.51%
$63.07 - $73.5 $312K - $363K
60.9K $4.28M
MCI
Barings Corporate Investors

Financial Services
-22.1K
- 6.23%
$19.89 - $25.0 $439K - $551K
332K $7.78M
Activity Summary
Buys All Purchases 19 New Holdings 3 Increased Positions 16 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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