Bhk Investment Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $268 Million distributed in 63 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 $29.4M, Vanguard Mega Cap Value with a value of $29.2M, Vanguard Bd Index Fd Inc Total with a value of $25.9M, Vanguard Small Cap Value ETF with a value of $25.9M, and Vanguard Mid Cap Value Index F with a value of $25.9M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $255M to 268M.

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

Portfolio value $268 Million
ETFs: $229 Million
Financial Services: $14 Million
Technology: $12.3 Million
Industrials: $5.37 Million
Healthcare: $3.21 Million
Consumer Cyclical: $2.28 Million
Energy: $592,000
Basic Materials: $511,000
Other: $506,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $268 Million
  • Prior Value $255 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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