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
$4.42B
$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
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