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

About Bck Partners, Inc.

Investment Activity

  • Bck Partners, Inc. has $170.42 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 1.18% of the portfolio was purchased this quarter.
  • About 0.63% of the portfolio was sold this quarter.
  • This quarter, Bck Partners, Inc. has purchased 25 new stocks and bought additional shares in 7 stocks.
  • Bck Partners, Inc. sold shares of 11 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

67066G104 - NVIDIA
$252,784 Holding
30161Q104 - Exelixis
$216,849 Holding

Largest Purchases this Quarter

Vanguard Small-Cap ETF
2,922 shares (about $692.46K)
Vanguard Short-Term Corporate Bond ETF
4,933 shares (about $392.17K)
NVIDIA
1,600 shares (about $252.78K)
Exelixis
4,920 shares (about $216.85K)

Largest Sales this Quarter

Schwab International Equity ETF
14,974 shares (about $330.93K)
Applied Materials
530 shares (about $97.03K)
Schwab Emerging Markets Equity ETF
2,272 shares (about $68.48K)
Vanguard Total Stock Market ETF
153 shares (about $46.50K)

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
$44,537,343$30,105 0.1%78,40726.1%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$40,922,176$392,174 1.0%514,74424.0%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$25,969,867$5,876 0.0%92,80615.2%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$19,341,642$181,985 0.9%362,95111.3%Manufacturing
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$18,804,870$692,457 3.8%79,35211.0%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$6,958,227$330,925 -4.5%314,8524.1%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$2,997,630$68,478 -2.2%99,4571.8%ETF
Corning Incorporated stock logo
GLW
Corning
$1,445,804$34,026 2.4%27,4920.8%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,311,762$46,501 -3.4%4,3160.8%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,230,592$8,855 -0.7%48,6400.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$959,396$27,203 -2.8%1,9750.6%Finance
Apple Inc. stock logo
AAPL
Apple
$869,716$410 0.0%4,2390.5%Computer and Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$603,827$13,483 -2.2%14,9130.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$572,6080.0%2,6100.3%Retail/Wholesale
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$429,302$5,434 -1.3%14,2200.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$428,7690.0%2,8070.3%Medical
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$406,9920.0%1,5900.2%Transportation
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$400,8810.0%1,2850.2%Medical
Microsoft Corporation stock logo
MSFT
Microsoft
$386,488$4,974 -1.3%7770.2%Computer and Technology
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$377,371$29,282 -7.2%5,0390.2%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$329,652$10,457 -3.1%3,0580.2%Energy
NVIDIA Corporation stock logo
NVDA
NVIDIA
$252,784$252,784 New Holding1,6000.1%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$241,3730.0%3,4770.1%Utilities
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$222,430$97,027 -30.4%1,2150.1%Computer and Technology
Exelixis, Inc. stock logo
EXEL
Exelixis
$216,849$216,849 New Holding4,9200.1%Medical
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$201,648$201,648 New Holding6,0050.1%ETF
Amgen Inc. stock logo
AMGN
Amgen
$0$222,758 -100.0%00.0%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$0$201,522 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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