BHK Investment Advisors

BHK Investment Advisors as of June 30, 2025

Portfolio Holdings for BHK Investment Advisors

BHK Investment Advisors holds 63 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Mega Grwth Ind (MGK) 11.2 $29M 78k 366.17
Vanguard World Mega Cap Val Etf (MGV) 10.4 $27M 203k 131.20
Vanguard Index Fds Mcap Gr Idxvip (VOT) 9.8 $25M 89k 284.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.8 $25M 339k 73.63
Vanguard Index Fds Sml Cp Grw Etf (VBK) 9.2 $24M 85k 276.94
Vanguard Index Fds Mcap Vl Idxvip (VOE) 9.1 $23M 141k 164.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.0 $23M 117k 195.01
Barings Corporate Investors (MCI) 3.1 $7.8M 362k 21.66
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.3 $6.0M 60k 100.54
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.9 $4.9M 59k 82.18
Apple (AAPL) 1.9 $4.8M 24k 205.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $4.8M 7.7k 617.84
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.9 $4.7M 61k 77.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $4.6M 94k 49.46
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.6 $4.0M 51k 78.70
Pimco Etf Tr 0-5 High Yield (HYS) 1.6 $4.0M 42k 95.01
JPMorgan Chase & Co. (JPM) 0.9 $2.3M 8.0k 289.91
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $1.9M 12k 157.76
Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $1.8M 14k 132.14
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.6M 3.7k 424.54
Amazon (AMZN) 0.6 $1.5M 6.9k 219.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $1.5M 19k 79.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.5M 2.6k 568.03
Microsoft Corporation (MSFT) 0.6 $1.4M 2.9k 497.43
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.3M 9.3k 138.68
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.2M 6.3k 194.24
Carlisle Companies (CSL) 0.4 $959k 2.6k 373.40
Truist Financial Corp equities (TFC) 0.4 $938k 22k 42.99
Automatic Data Processing (ADP) 0.3 $852k 2.8k 308.44
BlackRock 0.3 $809k 771.00 1049.72
Applied Materials (AMAT) 0.3 $808k 4.4k 183.09
Amgen (AMGN) 0.3 $764k 2.7k 279.26
FedEx Corporation (FDX) 0.3 $690k 3.0k 227.34
Illinois Tool Works (ITW) 0.3 $671k 2.7k 247.23
Zoetis Cl A (ZTS) 0.3 $655k 4.2k 155.96
Broadridge Financial Solutions (BR) 0.3 $653k 2.7k 243.01
Watsco, Incorporated (WSO) 0.3 $650k 1.5k 441.59
EOG Resources (EOG) 0.2 $625k 5.2k 119.61
Hubbell (HUBB) 0.2 $615k 1.5k 408.38
Regions Financial Corporation (RF) 0.2 $585k 25k 23.52
Gra (GGG) 0.2 $569k 6.6k 85.97
NVIDIA Corporation (NVDA) 0.2 $524k 3.3k 157.99
Franklin Electric (FELE) 0.2 $511k 5.7k 89.74
T. Rowe Price (TROW) 0.2 $479k 5.0k 96.49
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $472k 2.5k 188.71
Eli Lilly & Co. (LLY) 0.2 $434k 557.00 779.53
Kayne Anderson MLP Investment (KYN) 0.2 $426k 34k 12.72
Lowe's Companies (LOW) 0.2 $422k 1.9k 221.82
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.2 $420k 4.4k 95.47
Infosys Sponsored Adr (INFY) 0.2 $414k 22k 18.53
Alphabet Cap Stk Cl A (GOOGL) 0.2 $384k 2.2k 176.23
Palantir Technologies Cl A (PLTR) 0.1 $337k 2.5k 136.32
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $331k 1.2k 285.76
PNC Financial Services (PNC) 0.1 $318k 1.7k 186.42
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $306k 6.0k 50.92
Spdr Series Trust Portfolio Intrmd (SPIB) 0.1 $302k 9.0k 33.58
Home Depot (HD) 0.1 $288k 785.00 366.64
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $279k 2.5k 109.61
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $274k 3.2k 85.57
Visa Com Cl A (V) 0.1 $245k 690.00 354.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $232k 3.4k 69.09
Bank of America Corporation (BAC) 0.1 $227k 4.8k 47.32
Wells Fargo & Company (WFC) 0.1 $212k 2.6k 80.12