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Bck Partners, Inc. Top Holdings and 13F Report (2024)

About Bck Partners, Inc.

Investment Activity

  • Bck Partners, Inc. has $209.56 million in total holdings as of September 30, 2024.
  • Bck Partners, Inc. owns shares of 29 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 2.74% of the portfolio was purchased this quarter.
  • About 0.58% of the portfolio was sold this quarter.
  • This quarter, Bck Partners, Inc. has purchased 30 new stocks and bought additional shares in 13 stocks.
  • Bck Partners, Inc. sold shares of 11 stocks and completely divested from 1 stock this quarter.

Largest Purchases this Quarter

Vanguard Short-Term Corporate Bond ETF
26,598 shares (about $2.11M)
Vanguard Mid-Cap ETF
1,127 shares (about $297.34K)
Vanguard Small-Cap ETF
1,149 shares (about $272.56K)
Schwab International Equity ETF
1,444 shares (about $59.38K)

Largest Sales this Quarter

Corning
8,692 shares (about $392.45K)
Berkshire Hathaway
838 shares (about $385.70K)
SPDR Portfolio Developed World ex-US ETF
786 shares (about $29.52K)
iShares Core S&P 500 ETF
45 shares (about $25.96K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBck Partners, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$53,241,903$18,468 0.0%100,90025.4%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$48,390,288$2,112,413 4.6%609,29623.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$31,628,257$297,337 0.9%119,88115.1%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$24,386,516$2,922,153 13.6%453,95611.6%Manufacturing
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$24,005,012$272,555 1.1%101,19711.5%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$8,194,792$59,377 0.7%199,2903.9%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$3,776,657$18,092 0.5%129,4261.8%ETF
Corning Incorporated stock logo
GLW
Corning
$2,806,945$392,446 -12.3%62,1691.3%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,636,382$15,574 -0.9%5,7790.8%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,401,985$17,665 -1.2%27,2230.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,288,728$385,698 -23.0%2,8000.6%Finance
Apple Inc. stock logo
AAPL
Apple
$1,010,521$24,232 -2.3%4,3370.5%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$757,745$9,355 1.3%1,2960.4%Medical
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$701,245$29,522 -4.0%18,6700.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$651,807$25,957 -3.8%1,1300.3%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$587,3410.0%19,3970.3%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$582,196$10,327 1.8%1,3530.3%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$565,914$5,996 -1.0%3,4920.3%Medical
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$554,175$10,719 2.0%7,9100.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$486,321$4,658 -0.9%2,6100.2%Retail/Wholesale
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$395,1150.0%1,5900.2%Transportation
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$369,829$1,641 0.4%3,1550.2%Oils/Energy
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$362,6800.0%1,7950.2%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$346,054$1,611 0.5%1,0740.2%Medical
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$320,0760.0%5,1360.2%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$314,198$2,536 0.8%3,7170.1%Utilities
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$299,884$67,117 -18.3%8,8960.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$251,6070.0%2840.1%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$250,434$9,122 -3.5%1,5100.1%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$0$236,131 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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