Bhk Investment Advisors, LLC Portfolio Holdings

Bhk Investment Advisors, LLC

  • $266 Million
  • Q4 2024

Bhk Investment Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $266 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $30.4M, Vanguard Mega Cap Value with a value of $28.5M, Vanguard Bd Index Fd Inc Total with a value of $26.1M, Vanguard Small Cap Growth ETF with a value of $25.7M, and Vanguard Mid Cap Growth Index with a value of $25.6M.

Examining the 13F form we can see an decrease of $1.57M in the current position value, from $268M to 266M.

Below you can find more details about Bhk Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $266 Million
ETFs: $229 Million
Financial Services: $14.4 Million
Technology: $12.4 Million
Industrials: $5.17 Million
Consumer Cyclical: $2.41 Million
Healthcare: $1.83 Million
Energy: $585,000
Communication Services: $412,000
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.65B
$500,000 0.19% of portfolio
5,139
Q4 2024 Added 2.49%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $266 Million
  • Prior Value $268 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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