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CIK: 0001710539
Total reported value
$334.7M
$334.7M
59 檔
40.7%
During the Q4 2024 filing period, BHK Investment Advisors, LLC (CIK: 0001710539) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $334.7M across 59 reported positions.
In Q4 2024, BHK Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 11.42% | +0.64% | -2.95% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 10.70% | +0.02% | +0.37% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 9.79% | -0.94% | +5.25% | |
| 4 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 9.64% | +0.53% | -1.62% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 9.62% | +0.64% | -0.99% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 9.55% | -0.06% | -0.46% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 9.38% | -0.34% | +0.15% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.44% | -0.09% | -6.25% | |
| 9 | MCI | Barings Corporate Investors | Stock-Other | 2.71% | -0.15% | +1.43% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.09% | -0.33% | +13.32% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.74% | -0.03% | -4.52% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.68% | -0.13% | +3.02% | |
| 13 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.65% | +0.06% | +3.52% | |
| 14 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.57% | -0.06% | -3.66% | |
| 15 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.24% | -0.13% | +2.02% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | +0.04% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.02% | -8.84% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.74% | +0.04% | -1.62% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | -0.02% | -4.58% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.61% | +0.02% | -2.86% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | +0.02% | +1.26% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.57% | -0.06% | +21.45% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.02% | — | |
| 24 | TFC | Truist Financial CORP | Stock-Financials | 0.48% | -0.02% | +1.47% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.47% | — | -0.13% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.12% | -3.15% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.45% | — | -1.55% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | — | -3.03% | |
| 29 | RF | Regions Financial CORP | Stock-Financials | 0.31% | -0.01% | -22.31% | |
| 30 | BLKCHF | Blackrock Inc | Stock-Other | 0.30% | -0.28% | EXIT | |
| 31 | FDX | Fedex CORP | Stock-Industrials | 0.30% | -0.05% | +2.74% | |
| 32 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.28% | +0.01% | -2.62% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.27% | +0.01% | +1.02% | |
| 34 | WSO | Watsco Inc | Stock-Industrials | 0.26% | -0.01% | +0.14% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.24% | -0.03% | +9.39% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.23% | +0.36% | +29.66% | |
| 37 | BR | Broadridge Financial Solutio | Stock-Tech | 0.23% | -0.01% | -0.84% | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.23% | +0.02% | +2.57% | |
| 39 | EOG | Eog Resources Inc | Stock-Energy | 0.22% | -0.06% | -0.81% | |
| 40 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.21% | — | +0.04% | |
| 41 | HUBB | Hubbell Inc | Stock-Industrials | 0.21% | +0.02% | +2.27% | |
| 42 | GGG | Graco Inc | Stock-Industrials | 0.20% | +0.01% | -4.11% | |
| 43 | FELE | Franklin Electric Co Inc | Stock-Industrials | 0.19% | -0.01% | +2.49% | |
| 44 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.19% | — | +2.28% | |
| 45 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.17% | -0.01% | — | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.17% | +0.01% | +5.10% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.17% | — | +34.12% | |
| 48 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.17% | -0.02% | -13.58% | |
| 49 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.16% | — | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.01% | -28.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | +0.5% | -2.95% | Trim |
| 2 | VOT | Vanguard Mid-cap Growth ETF | +0.4% | -0.99% | Trim |
| 3 | VBK | Vanguard Small-cap Grwth ETF | +0.3% | -1.62% | Trim |
| 4 | MINT | Pimco Enhanced Short Maturit | +0.3% | +13.32% | Add |
| 5 | BND | Vanguard Total Bond Market | +0.1% | +5.25% | Add |
| 6 | MCI | Barings Corporate Investors | +0.1% | +1.43% | Add |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +21.45% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | -4.58% | Trim |
| 9 | BAC | Bank Of America CORP | +0.1% | +34.12% | Add |
| 10 | IWF | Ishares Russell 1000 Growth | +0.1% | +1.26% | Add |
| 11 | AAPL | Apple Inc | +0.1% | -6.25% | Trim |
| 12 | BLKCHF | Blackrock Inc | 0% | +6.03% | Add |
| 13 | JPM | Jpmorgan Chase & Co | 0% | -8.84% | Trim |
| 14 | PNC | Pnc Financial Services Group | 0% | +19.53% | Add |
| 15 | IWP | Ishares Russell Mid-cap Grow | 0% | -1.55% | Trim |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 17 | BSV | Vanguard Short-term Bond ETF | 0% | +3.02% | Add |
| 18 | ADP | Automatic Data Processing | 0% | +1.02% | Add |
| 19 | FDX | Fedex CORP | 0% | +2.74% | Add |
| 20 | TFC | Truist Financial CORP | 0% | +1.47% | Add |
| 21 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 22 | AMAT | Applied Materials Inc | 0% | +29.66% | Add |
| 23 | BR | Broadridge Financial Solutio | 0% | -0.84% | Trim |
| 24 | TROW | T Rowe Price Group Inc | 0% | +0.04% | Add |
| 25 | NVDA | Nvidia CORP | 0% | -3.27% | Trim |
| 26 | V | Visa Inc-class A Shares | 0% | -27.06% | Trim |
| 27 | IWD | Ishares Russell 1000 Value E | 0% | -0.13% | Trim |
| 28 | HD | Home Depot Inc | 0% | -6.59% | Trim |
| 29 | WSO | Watsco Inc | 0% | +0.14% | Add |
| 30 | FELE | Franklin Electric Co Inc | 0% | +2.49% | Add |
| 31 | LOW | Lowe's Cos Inc | 0% | +5.10% | Add |
| 32 | MSFT | Microsoft CORP | 0% | -3.15% | Trim |
| 33 | IWN | Ishares Russell 2000 Value E | 0% | -1.62% | Trim |
| 34 | GGG | Graco Inc | 0% | -4.11% | Trim |
| 35 | IWS | Ishares Russell Mid-cap Valu | 0% | -2.86% | Trim |
| 36 | AMGN | Amgen Inc | 0% | +9.39% | Add |
| 37 | GOOGL | Alphabet Inc-cl A | 0% | -28.64% | Trim |
| 38 | LLY | Eli Lilly & Co | -0.1% | -3.03% | Trim |
| 39 | CSL | Carlisle Cos Inc | -0.1% | -2.62% | Trim |
| 40 | VXUS | Vanguard Total Intl Stock | -0.1% | EXIT | Sold out |
| 41 | RF | Regions Financial CORP | -0.1% | -22.31% | Trim |
| 42 | VPL | Vanguard Ftse Pacific ETF | -0.1% | +3.52% | Add |
| 43 | VBR | Vanguard Small-cap Value ETF | -0.1% | -0.46% | Trim |
| 44 | ELV | Elevance Health Inc | -0.2% | EXIT | Sold out |
| 45 | MGV | Vanguard Mega Cap Value ETF | -0.2% | +0.37% | Add |
| 46 | CE | Celanese CORP | -0.2% | EXIT | Sold out |
| 47 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -4.52% | Trim |
| 48 | VGK | Vanguard Ftse Europe ETF | -0.2% | -3.66% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -0.2% | EXIT | Sold out |
| 50 | VOE | Vanguard Mid-cap Value ETF | -0.3% | +0.15% | Add |
According to official SEC Form 13F filings, BHK Investment Advisors, LLC reported a total U.S. public equity portfolio value of $334.7M across 59 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MGK, MGV, BND) accounted for 40.7% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
UNH
前期市值: $636.4K
During Q4 2024, BHK Investment Advisors, LLC's top holdings by market value included MGK (11.4%)、MGV (10.7%)、BND (9.8%). The largest single position, MGK, represented 11.4% of total portfolio value.
In Q4 2024, BHK Investment Advisors, LLC made 48 total portfolio adjustments, initiating 0 new buys, adding to 21 positions, trimming 23 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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