Bck Partners, Inc. Top Holdings and 13F Report (2024) About Bck Partners, Inc.Investment ActivityBck Partners, Inc. has $160.26 million in total holdings as of September 30, 2024.Bck Partners, Inc. owns shares of 25 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 1.34% of the portfolio was purchased this quarter.About 1.44% of the portfolio was sold this quarter.This quarter, Bck Partners, Inc. has purchased 26 new stocks and bought additional shares in 9 stocks.Bck Partners, Inc. sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $40,266,904Vanguard Short-Term Corporate Bond ETF $40,244,480Vanguard Mid-Cap ETF $23,996,108iShares 5-10 Year Investment Grade Corporate Bond ETF $18,882,831Vanguard Small-Cap ETF $16,948,308 Largest New Holdings this Quarter 532457108 - Eli Lilly and Company $201,522 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 937 shares (about $481.53K)Vanguard Short-Term Corporate Bond ETF 5,333 shares (about $420.99K)iShares 5-10 Year Investment Grade Corporate Bond ETF 5,203 shares (about $273.26K)Vanguard Small-Cap ETF 1,105 shares (about $245.03K)Schwab International Equity ETF 10,709 shares (about $211.82K) Largest Sales this Quarter Corning 32,564 shares (about $1.49M)Microsoft 474 shares (about $177.93K)Amgen 339 shares (about $105.62K)Johnson & Johnson 225 shares (about $37.31K)Vanguard Total Stock Market ETF 27 shares (about $7.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBck Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$40,266,904$481,534 ▲1.2%78,35425.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$40,244,480$420,987 ▲1.1%509,81125.1%ETFVOVanguard Mid-Cap ETF$23,996,108$210,517 ▲0.9%92,78515.0%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$18,882,831$273,262 ▲1.5%359,53611.8%ManufacturingVBVanguard Small-Cap ETF$16,948,308$245,033 ▲1.5%76,43010.6%ETFSCHFSchwab International Equity ETF$6,523,962$211,824 ▲3.4%329,8264.1%ETFSCHESchwab Emerging Markets Equity ETF$2,804,674$72,730 ▲2.7%101,7291.8%ETFGLWCorning$1,228,979$1,490,798 ▼-54.8%26,8450.8%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,228,260$7,421 ▼-0.6%4,4690.8%ETFSCHASchwab US Small-Cap ETF$1,147,836$5,975 ▼-0.5%48,9900.7%ETFBRK.BBerkshire Hathaway$1,081,6700.0%2,0310.7%FinanceAAPLApple$941,1650.0%4,2370.6%Computer and TechnologyUNHUnitedHealth Group$673,0190.0%1,2850.4%MedicalSPDWSPDR Portfolio Developed World ex-US ETF$555,107$3,240 ▲0.6%15,2460.3%ETFAMZNAmazon.com$496,5790.0%2,6100.3%Retail/WholesaleJNJJohnson & Johnson$465,513$37,314 ▼-7.4%2,8070.3%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$433,4400.0%14,4000.3%ETFNSCNorfolk Southern$376,5920.0%1,5900.2%TransportationXOMExxon Mobil$375,2240.0%3,1550.2%EnergySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$369,294$20,267 ▲5.8%5,4300.2%ETFMSFTMicrosoft$295,432$177,935 ▼-37.6%7870.2%Computer and TechnologyAMATApplied Materials$253,2340.0%1,7450.2%Computer and TechnologyNEENextEra Energy$246,4850.0%3,4770.2%UtilitiesAMGNAmgen$222,758$105,615 ▼-32.2%7150.1%MedicalLLYEli Lilly and Company$201,522$201,522 ▲New Holding2440.1%MedicalGOOGLAlphabet$0$285,843 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$201,435 ▼-100.0%00.0%Computer and TechnologyShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
