Bhk Investment Advisors, LLC Portfolio Holdings by Sector
Bhk Investment Advisors, LLC
- $260 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
MGK MGV VBR VBK VOE VOT BND VGK 28 stocks |
$220,180
84.62% of portfolio
|
  27  
|
- |
  6  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
MCI TROW BLK KYN 4 stocks |
$8,038
3.09% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7,339
2.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$4,661
1.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
TFC RF PNC 3 stocks |
$3,321
1.28% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$2,619
1.01% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY AMGN 2 stocks |
$1,933
0.74% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ITW FELE GGG 3 stocks |
$1,716
0.66% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,467
0.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,275
0.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
CSL 1 stocks |
$1,041
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH ELV 2 stocks |
$976
0.38% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$903
0.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$760
0.29% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Chemicals | Basic Materials
CE 1 stocks |
$662
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
EOG 1 stocks |
$649
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$629
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$587
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
WSO 1 stocks |
$585
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
INFY 1 stocks |
$476
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$374
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|