BCK Partners
Latest statistics and disclosures from BCK Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VCSH, VO, IGIB, VB, and represent 86.68% of BCK Partners's stock portfolio.
- Added to shares of these 10 stocks: IGIB, VCSH, VO, VB, SCHF, VOO, SCHE, SPTM, MSFT, UNH.
- Reduced shares in these 10 stocks: GLW, BRK.B, TMO, SPIB, SPDW, IVV, AAPL, SCHA, VTI, GOOGL.
- Sold out of its position in TMO.
- BCK Partners was a net buyer of stock by $4.5M.
- BCK Partners has $210M in assets under management (AUM), dropping by 8.35%.
- Central Index Key (CIK): 0001845867
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Portfolio Holdings for BCK Partners
BCK Partners holds 29 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 25.4 | $53M | 101k | 527.67 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 23.1 | $48M | +4% | 609k | 79.42 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 15.1 | $32M | 120k | 263.83 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 11.6 | $24M | +13% | 454k | 53.72 |
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| Vanguard Index Fds Small Cp Etf (VB) | 11.5 | $24M | 101k | 237.21 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.9 | $8.2M | 199k | 41.12 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.8 | $3.8M | 129k | 29.18 |
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| Corning Incorporated (GLW) | 1.3 | $2.8M | -12% | 62k | 45.15 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $1.6M | 5.8k | 283.16 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.7 | $1.4M | 27k | 51.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.3M | -23% | 2.8k | 460.26 |
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| Apple (AAPL) | 0.5 | $1.0M | -2% | 4.3k | 233.00 |
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| UnitedHealth (UNH) | 0.4 | $758k | 1.3k | 584.68 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $701k | -4% | 19k | 37.56 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $652k | -3% | 1.1k | 576.82 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $587k | 19k | 30.28 |
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| Microsoft Corporation (MSFT) | 0.3 | $582k | 1.4k | 430.30 |
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| Johnson & Johnson (JNJ) | 0.3 | $566k | 3.5k | 162.06 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $554k | 7.9k | 70.06 |
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| Amazon (AMZN) | 0.2 | $486k | 2.6k | 186.33 |
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| Norfolk Southern (NSC) | 0.2 | $395k | 1.6k | 248.50 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $370k | 3.2k | 117.22 |
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| Applied Materials (AMAT) | 0.2 | $363k | 1.8k | 202.05 |
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| Amgen (AMGN) | 0.2 | $346k | 1.1k | 322.21 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $320k | 5.1k | 62.32 |
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| Nextera Energy (NEE) | 0.1 | $314k | 3.7k | 84.53 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $300k | -18% | 8.9k | 33.71 |
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| Eli Lilly & Co. (LLY) | 0.1 | $252k | 284.00 | 885.94 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $250k | -3% | 1.5k | 165.85 |
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Past Filings by BCK Partners
SEC 13F filings are viewable for BCK Partners going back to 2020
- BCK Partners 2024 Q3 filed Oct. 25, 2024
- BCK Partners 2024 Q2 filed July 24, 2024
- BCK Partners 2024 Q1 filed April 30, 2024
- BCK Partners 2023 Q4 filed Jan. 26, 2024
- BCK Partners 2023 Q3 filed Oct. 25, 2023
- BCK Partners 2023 Q2 filed July 20, 2023
- BCK Partners 2023 Q1 filed April 13, 2023
- BCK Partners 2022 Q4 filed Jan. 20, 2023
- BCK Partners 2022 Q3 filed Nov. 7, 2022
- BCK Partners 2022 Q2 filed July 20, 2022
- BCK Partners 2022 Q1 restated filed May 13, 2022
- BCK Partners 2022 Q1 filed April 21, 2022
- BCK Partners 2021 Q4 filed Jan. 18, 2022
- BCK Partners 2021 Q3 filed Oct. 13, 2021
- BCK Partners 2021 Q2 filed Aug. 10, 2021
- BCK Partners 2021 Q1 filed April 28, 2021