Bhk Investment Advisors, LLC Top Holdings and 13F Report (2025) About Bhk Investment Advisors, LLCInvestment ActivityBhk Investment Advisors, LLC has $266.40 million in total holdings as of December 31, 2024.Bhk Investment Advisors, LLC owns shares of 59 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.27% of the portfolio was purchased this quarter.About 2.12% of the portfolio was sold this quarter.This quarter, Bhk Investment Advisors, LLC has purchased 63 new stocks and bought additional shares in 26 stocks.Bhk Investment Advisors, LLC sold shares of 26 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $30,428,681Vanguard Mega Cap Value ETF $28,514,001Vanguard Total Bond Market ETF $26,080,835Vanguard Small-Cap Growth ETF $25,692,309Vanguard Mid-Cap Growth ETF $25,618,652 Largest Purchases this Quarter Vanguard Total Bond Market ETF 18,083 shares (about $1.30M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 6,512 shares (about $653.41K)Vanguard Short-Term Corporate Bond ETF 3,460 shares (about $269.91K)Vanguard FTSE Pacific ETF 2,109 shares (about $149.82K)Applied Materials 880 shares (about $143.12K) Largest Sales this Quarter Vanguard Mega Cap Growth ETF 2,698 shares (about $926.52K)Apple 2,436 shares (about $610.03K)Vanguard Small-Cap Growth ETF 1,515 shares (about $424.29K)Vanguard Mid-Cap Growth ETF 1,006 shares (about $255.27K)Regions Financial 10,208 shares (about $240.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBhk Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMGKVanguard Mega Cap Growth ETF$30,428,681$926,525 ▼-3.0%88,60711.4%ETFMGVVanguard Mega Cap Value ETF$28,514,001$104,925 ▲0.4%228,27610.7%ETFBNDVanguard Total Bond Market ETF$26,080,835$1,300,349 ▲5.2%362,6879.8%ETFVBKVanguard Small-Cap Growth ETF$25,692,309$424,289 ▼-1.6%91,7399.6%ETFVOTVanguard Mid-Cap Growth ETF$25,618,652$255,273 ▼-1.0%100,9609.6%ETFVBRVanguard Small-Cap Value ETF$25,437,103$117,917 ▼-0.5%128,3549.5%ETFVOEVanguard Mid-Cap Value ETF$24,981,979$36,398 ▲0.1%154,4299.4%ETFAAPLApple$9,157,638$610,025 ▼-6.2%36,5693.4%Computer and TechnologyMCIBarings Corporate Investors$7,210,612$101,656 ▲1.4%353,8082.7%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$5,557,136$653,415 ▲13.3%55,3832.1%ETFVWOVanguard FTSE Emerging Markets ETF$4,637,843$219,759 ▼-4.5%105,3101.7%ETFBSVVanguard Short-Term Bond ETF$4,475,392$131,359 ▲3.0%57,9191.7%ETFVPLVanguard FTSE Pacific ETF$4,407,143$149,822 ▲3.5%62,0381.7%ETFVGKVanguard FTSE Europe ETF$4,179,591$158,993 ▼-3.7%65,8511.6%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$3,311,588$65,576 ▲2.0%35,3501.2%ETFSPYSPDR S&P 500 ETF Trust$2,894,5710.0%4,9391.1%FinanceJPMJPMorgan Chase & Co.$2,235,019$216,694 ▼-8.8%9,3240.8%FinanceIWNiShares Russell 2000 Value ETF$1,969,772$32,342 ▼-1.6%11,9980.7%ETFAMZNAmazon.com$1,686,232$80,955 ▼-4.6%7,6860.6%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$1,637,577$48,244 ▼-2.9%12,6610.6%ETFIWFiShares Russell 1000 Growth ETF$1,549,439$19,278 ▲1.3%3,8580.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,528,528$269,915 ▲21.4%19,5940.6%ETFVOOVanguard S&P 500 ETF$1,410,0660.0%2,6170.5%ETFTFCTruist Financial$1,273,943$18,437 ▲1.5%29,3670.5%FinanceIWDiShares Russell 1000 Value ETF$1,262,222$1,666 ▼-0.1%6,8180.5%ETFMSFTMicrosoft$1,229,617$40,046 ▼-3.2%2,9170.5%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$1,210,997$19,013 ▼-1.5%9,5540.5%ETFLLYEli Lilly and Company$1,187,555$37,063 ▼-3.0%1,5380.4%MedicalRFRegions Financial$836,062$240,091 ▼-22.3%35,5470.3%FinanceBLKBlackRock$811,047$46,140 ▲6.0%7910.3%FinanceFDXFedEx$802,544$21,379 ▲2.7%2,8530.3%TransportationCSLCarlisle Companies$740,530$19,915 ▼-2.6%2,0080.3%Multi-Sector ConglomeratesADPAutomatic Data Processing$723,281$7,318 ▲1.0%2,4710.3%Business ServicesWSOWatsco$692,160$948 ▲0.1%1,4610.3%ConstructionAMGNAmgen$640,813$54,986 ▲9.4%2,4590.2%MedicalAMATApplied Materials$625,662$143,120 ▲29.7%3,8470.2%Computer and TechnologyBRBroadridge Financial Solutions$613,900$5,201 ▼-0.8%2,7150.2%Business ServicesITWIllinois Tool Works$606,515$15,214 ▲2.6%2,3920.2%Industrial ProductsEOGEOG Resources$585,543$4,780 ▼-0.8%4,7770.2%Oils/EnergyTROWT. Rowe Price Group$568,802$226 ▲0.0%5,0300.2%FinanceHUBBHubbell$565,749$12,563 ▲2.3%1,3510.2%Industrial ProductsGGGGraco$541,413$23,181 ▼-4.1%6,4230.2%Industrial ProductsFELEFranklin Electric$500,795$12,181 ▲2.5%5,1390.2%Industrial ProductsINFYInfosys$499,441$11,113 ▲2.3%22,7850.2%Computer and TechnologyVOOVVanguard S&P 500 Value ETF$461,2750.0%2,5000.2%ETFLOWLowe's Companies$457,573$22,212 ▲5.1%1,8540.2%Retail/WholesaleBACBank of America$447,411$113,831 ▲34.1%10,1800.2%FinanceKYNKayne Anderson Energy Infrastructure Fund$444,850$69,905 ▼-13.6%35,0000.2%Financial ServicesIVOVVanguard S&P Mid-Cap 400 Value ETF$420,4470.0%4,4000.2%ETFGOOGLAlphabet$412,674$165,638 ▼-28.6%2,1800.2%Computer and TechnologyPNCThe PNC Financial Services Group$393,028$64,219 ▲19.5%2,0380.1%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$304,2600.0%6,0000.1%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$298,6490.0%3,2000.1%ETFNVDANVIDIA$298,124$10,072 ▼-3.3%2,2200.1%Computer and TechnologySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$294,8400.0%9,0000.1%ETFIWOiShares Russell 2000 Growth ETF$294,784$14,394 ▼-4.7%1,0240.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$278,423$3,953 ▲1.4%2,6060.1%FinanceHDHome Depot$270,348$19,061 ▼-6.6%6950.1%Retail/WholesaleVVisa$207,032$76,807 ▼-27.1%6550.1%Business ServicesUNHUnitedHealth Group$0$636,387 ▼-100.0%00.0%MedicalCECelanese$0$511,067 ▼-100.0%00.0%Basic MaterialsELVElevance Health$0$448,924 ▼-100.0%00.0%MedicalVXUSVanguard Total International Stock ETF$0$216,879 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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