S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
California authorizes expansion of Waymo's driverless car services to LA, SF peninsula
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
College athletes will need school approval for NIL deals under bill passed by Utah Legislature
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
California authorizes expansion of Waymo's driverless car services to LA, SF peninsula
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
College athletes will need school approval for NIL deals under bill passed by Utah Legislature
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
California authorizes expansion of Waymo's driverless car services to LA, SF peninsula
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
College athletes will need school approval for NIL deals under bill passed by Utah Legislature
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
California authorizes expansion of Waymo's driverless car services to LA, SF peninsula
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
College athletes will need school approval for NIL deals under bill passed by Utah Legislature

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

About Bck Partners, Inc.

Investment Activity

  • Bck Partners, Inc. has $176.14 million in total holdings as of December 31, 2023.
  • Bck Partners, Inc. owns shares of 28 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 2.01% of the portfolio was purchased this quarter.
  • About 0.88% of the portfolio was sold this quarter.
  • This quarter, Bck Partners, Inc. has purchased 28 new stocks and bought additional shares in 9 stocks.
  • Bck Partners, Inc. sold shares of 11 stocks and completely divested from 0 stocks this quarter.

Largest Purchases this Quarter

Vanguard Short-Term Corporate Bond ETF
18,572 shares (about $1.44M)
Vanguard Small-Cap ETF
672 shares (about $143.36K)
Vanguard Mid-Cap ETF
453 shares (about $105.39K)
Schwab Emerging Markets Equity ETF
3,360 shares (about $83.29K)

Largest Sales this Quarter

Vanguard S&P 500 ETF
1,942 shares (about $848.27K)
Schwab US Small-Cap ETF
1,688 shares (about $79.74K)
Vanguard Total Stock Market ETF
243 shares (about $57.64K)
UnitedHealth Group
100 shares (about $52.65K)

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
$45,695,395$848,266 -1.8%104,61425.9%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$40,113,714$1,436,916 3.7%518,46622.8%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$27,452,264$105,386 0.4%118,00315.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$21,166,667$143,358 0.7%99,22012.0%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$18,482,620$1,586,832 9.4%355,43510.5%Manufacturing
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$7,123,179$74,918 1.1%192,7274.0%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$3,015,014$83,295 2.8%121,6221.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,553,317$57,644 -3.6%6,5480.9%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,437,749$79,741 -5.3%30,4350.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,261,506$2,497 0.2%3,5370.7%Finance
Corning Incorporated stock logo
GLW
Corning
$999,024$40,285 4.2%32,8090.6%Computer and Technology
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$866,777$20,370 -2.3%29,1060.5%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$725,365$15,304 -2.1%21,3280.4%ETF
Apple Inc. stock logo
AAPL
Apple
$715,056$64,690 9.9%3,7140.4%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$662,950$21,016 -3.1%1,3880.4%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$653,876$52,647 -7.5%1,2420.4%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$548,7470.0%3,5010.3%Medical
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$490,579$419,600 -46.1%14,9430.3%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$472,568$19,055 -3.9%8,0850.3%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$395,970$3,760 -0.9%1,0530.2%Computer and Technology
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$372,2990.0%1,5750.2%Transportation
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$331,2290.0%2,1800.2%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$294,3560.0%1,0220.2%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$292,9410.0%2,9300.2%Oils/Energy
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$291,285$21,063 -6.7%1,0510.2%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$289,7810.0%1,7880.2%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$219,7470.0%4140.1%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$215,7480.0%3,5520.1%Utilities

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: