The Analysis of BHK Investment Advisors, LLC's Holdings
Currently, BHK Investment Advisors, LLC holds 72 types of securities in its portfolio with a total value $304.3M. In the most recent quarter, they have increased their positions in MGV (+28.7K shares, valued at $4.1M), BND (+47.6K shares, valued at $3.5M), VBR (+15.0K shares, valued at $3.2M); decreased their positions in ZTS (-2.2K shares, valued at $274.6K), JPM (-452 shares, valued at $145.6K), SPY (-201 shares, valued at $137.1K); initiated new positions in N/A (+5.1K shares, valued at $2.6M), BRK.A (+3 shares, valued at $2.3M), PL (+70.0K shares, valued at $1.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MGV VANGUARD WORLD FD231.0K shares14.20%2025-12-312026-02-03
MGK VANGUARD WORLD FD78.9K shares4.28%2025-12-312026-02-03 BND VANGUARD BD INDEX FDS387.2K shares14.01%2025-12-312026-02-03 VOE VANGUARD INDEX FDS157.8K shares12.66%2025-12-312026-02-03 VBR VANGUARD INDEX FDS131.5K shares12.92%2025-12-312026-02-03 VBK VANGUARD INDEX FDS91.6K shares9.75%2025-12-312026-02-03 VOT VANGUARD INDEX FDS96.2K shares11.73%2025-12-312026-02-03 AAPL APPLE INC25.2K shares7.48%2025-12-312026-02-03 MCI BARINGS CORPORATE INVS370.7K shares2.56%2025-12-312026-02-03 MINT PIMCO ETF TR62.2K shares3.40%2025-12-312026-02-03 VGK VANGUARD INTL EQUITY INDEX F65.4K shares9.81%2025-12-312026-02-03 VPL VANGUARD INTL EQUITY INDEX F60.3K shares4.04%2025-12-312026-02-03 VWO VANGUARD INTL EQUITY INDEX F100.1K shares9.01%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR7.8K shares-2.53%2025-12-312026-02-03 BSV VANGUARD BD INDEX FDS60.5K shares16.96%2025-12-312026-02-03 HYS PIMCO ETF TR43.6K shares4.30%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.7.5K shares-5.70%2025-12-312026-02-03 IWN ISHARES TR12.9K shares7.08%2025-12-312026-02-03 BRK.A BERKSHIRE HATHAWAY INC DEL3 sharesnew addition2025-12-312026-02-03 MSFT MICROSOFT CORP4.0K shares39.15%2025-12-312026-02-03 IWS ISHARES TR13.7K shares4.08%2025-12-312026-02-03 IWF ISHARES TR3.9K shares4.48%2025-12-312026-02-03 AMZN AMAZON COM INC7.0K shares1.90%2025-12-312026-02-03 PYLD PIMCO ETF TR59.2K shares254.95%2025-12-312026-02-03 IWD ISHARES TR6.8K shares7.12%2025-12-312026-02-03 VCSH VANGUARD SCOTTSDALE FDS17.4K shares-7.67%2025-12-312026-02-03 PL PLANET LABS PBC70.0K sharesnew addition2025-12-312026-02-03 AMAT APPLIED MATLS INC5.3K shares18.26%2025-12-312026-02-03 IWP ISHARES TR9.4K shares1.04%2025-12-312026-02-03 TFC TRUIST FINL CORP22.4K shares3.35%2025-12-312026-02-03 BLK BLACKROCK INC884 shares15.40%2025-12-312026-02-03 FDX FEDEX CORP3.2K shares5.43%2025-12-312026-02-03 CSL CARLISLE COS INC2.9K shares14.35%2025-12-312026-02-03 ADP AUTOMATIC DATA PROCESSING IN3.6K shares30.09%2025-12-312026-02-03 AMGN AMGEN INC2.7K shares2.82%2025-12-312026-02-03 EOG EOG RES INC8.2K shares57.28%2025-12-312026-02-03 JMST J P MORGAN EXCHANGE TRADED F16.0K shares166.67%2025-12-312026-02-03 WSO WATSCO INC2.3K shares55.95%2025-12-312026-02-03 HUBBELL INC HUBBELL INC1.7K shares12.69%2025-12-312026-02-03 ITW ILLINOIS TOOL WKS INC3.0K shares11.35%2025-12-312026-02-03 RF REGIONS FINANCIAL CORP NEW26.8K shares9.86%2025-12-312026-02-03 GGG GRACO INC8.6K shares29.61%2025-12-312026-02-03 BR BROADRIDGE FINL SOLUTIONS IN3.1K shares14.33%2025-12-312026-02-03 NVDA NVIDIA CORPORATION3.3K shares-1.44%2025-12-312026-02-03 ALPHABET INC ALPHABET INC1.9K shares-0.47%2025-12-312026-02-03 FELE FRANKLIN ELEC INC6.0K shares4.85%2025-12-312026-02-03 XOM EXXON MOBIL CORP4.6K sharesnew addition2025-12-312026-02-03 WFC WELLS FARGO CO NEW5.7K shares118.84%2025-12-312026-02-03 VOOV VANGUARD ADMIRAL FDS INC2.5K shares0.00%2025-12-312026-02-03 NU NU HLDGS LTD30.0K sharesnew addition2025-12-312026-02-03 BAC BANK AMERICA CORP8.7K shares82.27%2025-12-312026-02-03 CGGR CAPITAL GROUP GROWTH ETF10.7K sharesnew addition2025-12-312026-02-03 LOW LOWES COS INC2.0K shares3.68%2025-12-312026-02-03 KYN KAYNE ANDERSON ENERGY INFRST36.5K shares19.67%2025-12-312026-02-03 IVOV VANGUARD ADMIRAL FDS INC4.4K shares0.00%2025-12-312026-02-03 PLTR PALANTIR TECHNOLOGIES INC2.4K shares5.84%2025-12-312026-02-03 IWO ISHARES TR1.2K shares1.38%2025-12-312026-02-03 PNC PNC FINL SVCS GROUP INC1.8K shares6.63%2025-12-312026-02-03 HD HOME DEPOT INC1.0K shares29.55%2025-12-312026-02-03 CVX CHEVRON CORP NEW2.1K sharesnew addition2025-12-312026-02-03 VIOV VANGUARD ADMIRAL FDS INC3.2K shares0.00%2025-12-312026-02-03 GL GLOBE LIFE INC2.2K sharesnew addition2025-12-312026-02-03 LQD ISHARES TR2.7K shares-1.02%2025-12-312026-02-03 SPIB SPDR SERIES TRUST8.0K shares-11.11%2025-12-312026-02-03 ZTS ZOETIS INC2.1K shares-51.44%2025-12-312026-02-03 VXUS VANGUARD STAR FDS3.4K shares0.00%2025-12-312026-02-03 VOOG VANGUARD ADMIRAL FDS INC500 shares0.00%2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available