BHK Investment Advisors
Latest statistics and disclosures from BHK Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MGV, BND, MGK, VOE, VOT, and represent 50.85% of BHK Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: ZTS, HYS, MINT, VXUS, PLTR, CSL, ITW, ADP, AMGN, HUBB.
- Started 3 new stock positions in VXUS, ZTS, PLTR.
- Reduced shares in these 10 stocks: MGK, MGV, AAPL, VOT, VBR, VBK, VOE, BND, LLY, VWO.
- BHK Investment Advisors was a net seller of stock by $-22M.
- BHK Investment Advisors has $237M in assets under management (AUM), dropping by -11.21%.
- Central Index Key (CIK): 0001710539
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Portfolio Holdings for BHK Investment Advisors
BHK Investment Advisors holds 62 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Mega Cap Val Etf (MGV) | 11.1 | $26M | -10% | 204k | 128.84 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 10.7 | $25M | -4% | 346k | 73.45 |
|
| Vanguard World Mega Grwth Ind (MGK) | 10.2 | $24M | -11% | 78k | 308.88 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 9.5 | $23M | -8% | 141k | 160.54 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 9.2 | $22M | -11% | 89k | 244.64 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 9.1 | $22M | -10% | 115k | 186.29 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 8.8 | $21M | -9% | 83k | 251.77 |
|
| Barings Corporate Investors (MCI) | 3.3 | $7.8M | -6% | 332k | 23.44 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 2.5 | $6.0M | +7% | 60k | 100.62 |
|
| Apple (AAPL) | 2.2 | $5.2M | -35% | 24k | 222.13 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.8 | $4.3M | -7% | 61k | 70.21 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 1.8 | $4.3M | -5% | 59k | 72.46 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $4.2M | -10% | 94k | 45.26 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.7 | $4.1M | -9% | 52k | 78.28 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 1.6 | $3.8M | +16% | 41k | 93.66 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $2.8M | 4.9k | 559.38 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $2.1M | -6% | 8.8k | 245.29 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.8 | $1.8M | 12k | 150.99 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.7 | $1.6M | -2% | 12k | 125.97 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.6 | $1.5M | -3% | 19k | 78.94 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $1.3M | 2.6k | 513.91 |
|
|
| Amazon (AMZN) | 0.6 | $1.3M | -10% | 6.9k | 190.26 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $1.3M | -7% | 3.6k | 361.04 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $1.2M | -6% | 6.3k | 188.15 |
|
| Microsoft Corporation (MSFT) | 0.5 | $1.1M | 3.0k | 375.44 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $1.1M | -5% | 9.1k | 117.48 |
|
| Truist Financial Corp equities (TFC) | 0.4 | $909k | -24% | 22k | 41.15 |
|
| Carlisle Companies (CSL) | 0.4 | $857k | +25% | 2.5k | 340.48 |
|
| Amgen (AMGN) | 0.4 | $828k | +8% | 2.7k | 311.55 |
|
| Automatic Data Processing (ADP) | 0.3 | $818k | +8% | 2.7k | 305.54 |
|
| BlackRock | 0.3 | $730k | -2% | 771.00 | 946.80 |
|
| FedEx Corporation (FDX) | 0.3 | $691k | 2.8k | 243.78 |
|
|
| Watsco, Incorporated (WSO) | 0.3 | $659k | -11% | 1.3k | 508.20 |
|
| Illinois Tool Works (ITW) | 0.3 | $658k | +10% | 2.7k | 248.04 |
|
| Broadridge Financial Solutions (BR) | 0.3 | $648k | 2.7k | 242.42 |
|
|
| EOG Resources (EOG) | 0.3 | $642k | +4% | 5.0k | 128.24 |
|
| Applied Materials (AMAT) | 0.3 | $593k | +6% | 4.1k | 145.13 |
|
| Zoetis Cl A (ZTS) | 0.2 | $568k | NEW | 3.5k | 164.65 |
|
| Gra (GGG) | 0.2 | $544k | 6.5k | 83.51 |
|
|
| Regions Financial Corporation (RF) | 0.2 | $543k | -29% | 25k | 21.73 |
|
| Franklin Electric (FELE) | 0.2 | $530k | +9% | 5.6k | 93.89 |
|
| Hubbell (HUBB) | 0.2 | $505k | +12% | 1.5k | 330.86 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.2 | $461k | 2.5k | 184.19 |
|
|
| T. Rowe Price (TROW) | 0.2 | $453k | 4.9k | 91.87 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $452k | -64% | 547.00 | 825.91 |
|
| Lowe's Companies (LOW) | 0.2 | $423k | -2% | 1.8k | 233.26 |
|
| Infosys Sponsored Adr (INFY) | 0.2 | $408k | 22k | 18.25 |
|
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.2 | $405k | 4.4k | 92.04 |
|
|
| Kayne Anderson MLP Investment (KYN) | 0.2 | $398k | -11% | 31k | 12.83 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $337k | 2.2k | 154.64 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $305k | 6.0k | 50.85 |
|
|
| PNC Financial Services (PNC) | 0.1 | $300k | -16% | 1.7k | 175.77 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $299k | 9.0k | 33.24 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $296k | +22% | 2.7k | 108.38 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $285k | 2.6k | 108.71 |
|
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $269k | 3.2k | 83.91 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $262k | 1.0k | 255.64 |
|
|
| Home Depot (HD) | 0.1 | $256k | 698.00 | 366.49 |
|
|
| Visa Com Cl A (V) | 0.1 | $237k | +3% | 677.00 | 350.68 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $208k | NEW | 3.4k | 62.10 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $205k | NEW | 2.4k | 84.40 |
|
| Bank of America Corporation (BAC) | 0.1 | $202k | -52% | 4.8k | 41.73 |
|
Past Filings by BHK Investment Advisors
SEC 13F filings are viewable for BHK Investment Advisors going back to 2017
- BHK Investment Advisors 2025 Q1 filed May 1, 2025
- BHK Investment Advisors 2024 Q4 filed Feb. 4, 2025
- BHK Investment Advisors 2024 Q3 filed Nov. 12, 2024
- BHK Investment Advisors 2024 Q2 filed Aug. 6, 2024
- BHK Investment Advisors 2024 Q1 filed May 8, 2024
- BHK Investment Advisors 2023 Q4 filed Jan. 29, 2024
- BHK Investment Advisors 2023 Q3 filed Nov. 13, 2023
- BHK Investment Advisors 2023 Q2 filed Aug. 7, 2023
- BHK Investment Advisors 2023 Q1 filed May 9, 2023
- BHK Investment Advisors 2022 Q4 filed Feb. 2, 2023
- BHK Investment Advisors 2022 Q3 filed Nov. 1, 2022
- BHK Investment Advisors 2022 Q2 filed Aug. 4, 2022
- BHK Investment Advisors 2022 Q1 filed May 5, 2022
- BHK Investment Advisors 2021 Q4 filed Feb. 7, 2022
- BHK Investment Advisors 2021 Q3 filed Nov. 1, 2021
- BHK Investment Advisors 2021 Q2 filed Aug. 3, 2021