Bhk Investment Advisors, LLC Top Holdings and 13F Report (2025) About Bhk Investment Advisors, LLCInvestment ActivityBhk Investment Advisors, LLC has $255.43 million in total holdings as of June 30, 2025.Bhk Investment Advisors, LLC owns shares of 63 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.86% of the portfolio was purchased this quarter.About 0.49% of the portfolio was sold this quarter.This quarter, Bhk Investment Advisors, LLC has purchased 62 new stocks and bought additional shares in 37 stocks.Bhk Investment Advisors, LLC sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $28,651,817Vanguard Mega Cap Value ETF $26,670,518Vanguard Mid-Cap Growth ETF $25,157,046Vanguard Total Bond Market ETF $24,978,677Vanguard Small-Cap Growth ETF $23,600,347 Largest New Holdings this Quarter 949746101 - Wells Fargo & Company $211,998 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 2,765 shares (about $1.71M)Vanguard Small-Cap Growth ETF 2,446 shares (about $677.40K)Barings Corporate Investors 30,439 shares (about $659.31K)Vanguard Small-Cap Value ETF 2,003 shares (about $390.61K)Wells Fargo & Company 2,646 shares (about $212.00K) Largest Sales this Quarter Vanguard Total Bond Market ETF 6,742 shares (about $496.41K)JPMorgan Chase & Co. 773 shares (about $224.10K)Vanguard Mid-Cap Growth ETF 760 shares (about $216.14K)Vanguard Short-Term Bond ETF 1,748 shares (about $137.57K)Vanguard Mega Cap Value ETF 639 shares (about $83.84K) 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$28,651,817$19,773 ▼-0.1%78,24711.2%ETFMGVVanguard Mega Cap Value ETF$26,670,518$83,837 ▼-0.3%203,28110.4%ETFVOTVanguard Mid-Cap Growth ETF$25,157,046$216,136 ▼-0.9%88,4609.8%ETFBNDVanguard Total Bond Market ETF$24,978,677$496,413 ▼-1.9%339,2469.8%ETFVBKVanguard Small-Cap Growth ETF$23,600,347$677,397 ▲3.0%85,2189.2%ETFVOEVanguard Mid-Cap Value ETF$23,170,328$45,227 ▲0.2%140,8879.1%ETFVBRVanguard Small-Cap Value ETF$22,902,813$390,606 ▲1.7%117,4449.0%ETFMCIBarings Corporate Investors$7,845,010$659,308 ▲9.2%362,1893.1%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$6,002,266$13,070 ▲0.2%59,7032.3%ETFVPLVanguard FTSE Pacific ETF$4,852,786$32,379 ▲0.7%59,0511.9%ETFAAPLApple$4,825,961$14,567 ▲0.3%23,5221.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,759,834$1,708,326 ▲56.0%7,7041.9%FinanceVGKVanguard FTSE Europe ETF$4,734,788$14,493 ▲0.3%61,0941.9%ETFVWOVanguard FTSE Emerging Markets ETF$4,629,559$6,628 ▼-0.1%93,6021.8%ETFBSVVanguard Short-Term Bond ETF$3,981,032$137,567 ▼-3.3%50,5851.6%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$3,976,168$76,008 ▲1.9%41,8501.6%ETFJPMJPMorgan Chase & Co.$2,312,625$224,102 ▼-8.8%7,9770.9%FinanceIWNiShares Russell 2000 Value ETF$1,898,988$37,390 ▲2.0%12,0370.7%ETFIWSiShares Russell Mid-Cap Value ETF$1,784,672$147,732 ▲9.0%13,5060.7%ETFIWFiShares Russell 1000 Growth ETF$1,564,862$42,454 ▲2.8%3,6860.6%ETFAMZNAmazon.com$1,507,867$1,975 ▲0.1%6,8730.6%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$1,502,0730.0%18,8940.6%ETFVOOVanguard S&P 500 ETF$1,486,5350.0%2,6170.6%ETFMSFTMicrosoft$1,437,079$36,312 ▼-2.5%2,8890.6%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$1,283,485$27,736 ▲2.2%9,2550.5%ETFIWDiShares Russell 1000 Value ETF$1,233,242$194 ▲0.0%6,3490.5%ETFCSLCarlisle Companies$958,899$18,670 ▲2.0%2,5680.4%Multi-Sector ConglomeratesTFCTruist Financial$937,903$11,607 ▼-1.2%21,8170.4%FinanceADPAutomatic Data Processing$851,612$26,218 ▲3.2%2,7610.3%Computer and TechnologyBLKBlackRock$809,3330.0%7710.3%FinanceAMATApplied Materials$807,782$59,503 ▲8.0%4,4120.3%Computer and TechnologyAMGNAmgen$763,489$20,944 ▲2.8%2,7340.3%MedicalFDXFedEx$689,520$45,468 ▲7.1%3,0330.3%TransportationITWIllinois Tool Works$670,726$15,081 ▲2.3%2,7130.3%IndustrialsZTSZoetis$654,557$116,189 ▲21.6%4,1970.3%MedicalBRBroadridge Financial Solutions$652,735$3,645 ▲0.6%2,6860.3%Computer and TechnologyWSOWatsco$649,582$77,279 ▲13.5%1,4710.3%ConstructionEOGEOG Resources$625,437$27,032 ▲4.5%5,2290.2%EnergyHUBBHubbell$614,611$8,576 ▼-1.4%1,5050.2%IndustrialsRFRegions Financial$584,466$3,387 ▼-0.6%24,8500.2%FinanceGGGGraco$569,055$8,597 ▲1.5%6,6190.2%IndustrialsNVDANVIDIA$524,211$93,214 ▲21.6%3,3180.2%Computer and TechnologyFELEFranklin Electric$511,056$4,577 ▲0.9%5,6950.2%IndustrialsTROWT. Rowe Price Group$479,372$3,570 ▲0.8%4,9680.2%FinanceVOOVVanguard S&P 500 Value ETF$471,7750.0%2,5000.2%ETFLLYEli Lilly and Company$434,198$7,795 ▲1.8%5570.2%MedicalKYNKayne Anderson Energy Infrastructure Fund$426,120$31,800 ▲8.1%33,5000.2%Financial ServicesLOWLowe's Companies$421,453$19,076 ▲4.7%1,9000.2%Retail/WholesaleIVOVVanguard S&P Mid-Cap 400 Value ETF$420,0680.0%4,4000.2%ETFINFYAmerican Noble Gas$413,8620.0%22,3350.2%Computer and TechnologyGOOGLAlphabet$384,1810.0%2,1800.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$337,392$6,816 ▲2.1%2,4750.1%CL AIWOiShares Russell 2000 Growth ETF$331,200$38,578 ▲13.2%1,1590.1%ETFPNCThe PNC Financial Services Group$317,8460.0%1,7050.1%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$305,5200.0%6,0000.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$302,2200.0%9,0000.1%ETFHDHome Depot$287,812$31,898 ▲12.5%7850.1%Retail/WholesaleLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$278,970$8,769 ▼-3.0%2,5450.1%FinanceVIOVVanguard S&P Small-Cap 600 Value ETF$273,8240.0%3,2000.1%ETFVVisa$244,898$4,614 ▲1.9%6900.1%Business ServicesVXUSVanguard Total International Stock ETF$231,4520.0%3,3500.1%ETFBACBank of America$227,183$1,372 ▼-0.6%4,8010.1%FinanceWFCWells Fargo & Company$211,998$211,998 ▲New Holding2,6460.1%FinanceShowing 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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