BHK Investment Advisors

BHK Investment Advisors as of March 31, 2025

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 204k 128.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.7 $25M 346k 73.45
Vanguard World Mega Grwth Ind (MGK) 10.2 $24M 78k 308.88
Vanguard Index Fds Mcap Vl Idxvip (VOE) 9.5 $23M 141k 160.54
Vanguard Index Fds Mcap Gr Idxvip (VOT) 9.2 $22M 89k 244.64
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.1 $22M 115k 186.29
Vanguard Index Fds Sml Cp Grw Etf (VBK) 8.8 $21M 83k 251.77
Barings Corporate Investors (MCI) 3.3 $7.8M 332k 23.44
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.5 $6.0M 60k 100.62
Apple (AAPL) 2.2 $5.2M 24k 222.13
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.8 $4.3M 61k 70.21
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.8 $4.3M 59k 72.46
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $4.2M 94k 45.26
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $4.1M 52k 78.28
Pimco Etf Tr 0-5 High Yield (HYS) 1.6 $3.8M 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 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 12k 125.97
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $1.5M 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 6.9k 190.26
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.3M 3.6k 361.04
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.2M 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 9.1k 117.48
Truist Financial Corp equities (TFC) 0.4 $909k 22k 41.15
Carlisle Companies (CSL) 0.4 $857k 2.5k 340.48
Amgen (AMGN) 0.4 $828k 2.7k 311.55
Automatic Data Processing (ADP) 0.3 $818k 2.7k 305.54
BlackRock 0.3 $730k 771.00 946.80
FedEx Corporation (FDX) 0.3 $691k 2.8k 243.78
Watsco, Incorporated (WSO) 0.3 $659k 1.3k 508.20
Illinois Tool Works (ITW) 0.3 $658k 2.7k 248.04
Broadridge Financial Solutions (BR) 0.3 $648k 2.7k 242.42
EOG Resources (EOG) 0.3 $642k 5.0k 128.24
Applied Materials (AMAT) 0.3 $593k 4.1k 145.13
Zoetis Cl A (ZTS) 0.2 $568k 3.5k 164.65
Gra (GGG) 0.2 $544k 6.5k 83.51
Regions Financial Corporation (RF) 0.2 $543k 25k 21.73
Franklin Electric (FELE) 0.2 $530k 5.6k 93.89
Hubbell (HUBB) 0.2 $505k 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 547.00 825.91
Lowe's Companies (LOW) 0.2 $423k 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 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 1.7k 175.77
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $299k 9.0k 33.24
NVIDIA Corporation (NVDA) 0.1 $296k 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 677.00 350.68
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $208k 3.4k 62.10
Palantir Technologies Cl A (PLTR) 0.1 $205k 2.4k 84.40
Bank of America Corporation (BAC) 0.1 $202k 4.8k 41.73