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

About Bck Partners, Inc.

Investment Activity

  • Bck Partners, Inc. has $163.15 million in total holdings as of September 30, 2024.
  • Bck Partners, Inc. owns shares of 26 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 1.83% of the portfolio was purchased this quarter.
  • About 26.58% of the portfolio was sold this quarter.
  • This quarter, Bck Partners, Inc. has purchased 29 new stocks and bought additional shares in 2 stocks.
  • Bck Partners, Inc. sold shares of 19 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

NVIDIA
$201,435 Holding

Largest Purchases this Quarter

Schwab International Equity ETF
119,827 shares (about $2.22M)
Schwab US Small-Cap ETF
22,022 shares (about $569.49K)
NVIDIA
1,500 shares (about $201.44K)

Largest Sales this Quarter

Vanguard S&P 500 ETF
23,483 shares (about $12.65M)
Vanguard Short-Term Corporate Bond ETF
104,818 shares (about $8.18M)
Vanguard Mid-Cap ETF
27,910 shares (about $7.37M)
Vanguard Small-Cap ETF
25,872 shares (about $6.22M)

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
$41,713,054$12,652,875 -23.3%77,41725.6%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$39,354,329$8,176,852 -17.2%504,47824.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$24,292,353$7,371,884 -23.3%91,97114.9%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$18,251,693$5,131,581 -21.9%354,33311.2%Manufacturing
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$18,099,043$6,216,508 -25.6%75,32511.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$5,903,668$2,216,801 60.1%319,1173.6%ETF
Corning Incorporated stock logo
GLW
Corning
$2,823,131$131,156 -4.4%59,4091.7%Computer and Technology
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$2,638,799$807,823 -23.4%99,0911.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,302,986$371,826 -22.2%4,4960.8%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,273,476$569,489 80.9%49,2450.8%ETF
Apple Inc. stock logo
AAPL
Apple
$1,061,030$25,042 -2.3%4,2370.7%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$920,612$348,572 -27.5%2,0310.6%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$650,030$5,564 -0.8%1,2850.4%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$572,6080.0%2,6100.4%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$531,512$38,778 -6.8%1,2610.3%Computer and Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$517,308$119,899 -18.8%15,1570.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$438,488$66,525 -13.2%3,0320.3%Medical
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$429,984$149,210 -25.8%14,4000.3%ETF
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$373,1730.0%1,5900.2%Transportation
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$366,579$198,433 -35.1%5,1320.2%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$339,3830.0%3,1550.2%Oils/Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$285,8430.0%1,5100.2%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$283,789$8,131 -2.8%1,7450.2%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$274,715$5,213 -1.9%1,0540.2%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$249,266$17,206 -6.5%3,4770.2%Utilities
NVIDIA Co. stock logo
NVDA
NVIDIA
$201,435$201,435 New Holding1,5000.1%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$651,807 -100.0%00.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$0$320,076 -100.0%00.0%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$0$299,884 -100.0%00.0%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$0$251,607 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data