Bhk Investment Advisors, LLC Top Holdings and 13F Report (2025) About Bhk Investment Advisors, LLCInvestment ActivityBhk Investment Advisors, LLC has $236.55 million in total holdings as of March 31, 2025.Bhk Investment Advisors, LLC owns shares of 62 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 1.08% of the portfolio was purchased this quarter.About 10.47% of the portfolio was sold this quarter.This quarter, Bhk Investment Advisors, LLC has purchased 59 new stocks and bought additional shares in 16 stocks.Bhk Investment Advisors, LLC sold shares of 34 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Mega Cap Value ETF $26,273,030Vanguard Total Bond Market ETF $25,412,836Vanguard Mega Cap Growth ETF $24,185,736Vanguard Mid-Cap Value ETF $22,573,900Vanguard Mid-Cap Growth ETF $21,826,785 Largest New Holdings this Quarter 98978V103 - Zoetis $568,372 Holding921909768 - Vanguard Total International Stock ETF $208,035 Holding69608A108 - PALANTIR TECHNOLOGIES INC $204,670 Holding Largest Purchases this Quarter Zoetis 3,452 shares (about $568.37K)PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 5,700 shares (about $533.86K)PIMCO Enhanced Short Maturity Exchange-Traded Fund 4,190 shares (about $421.59K)Vanguard Total International Stock ETF 3,350 shares (about $208.04K)PALANTIR TECHNOLOGIES INC 2,425 shares (about $204.67K) Largest Sales this Quarter Vanguard Mega Cap Growth ETF 10,306 shares (about $3.18M)Vanguard Mega Cap Value ETF 24,356 shares (about $3.14M)Apple 13,118 shares (about $2.91M)Vanguard Mid-Cap Growth ETF 11,740 shares (about $2.87M)Vanguard Small-Cap Value ETF 12,913 shares (about $2.41M) 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 PortfolioSectorMGVVanguard Mega Cap Value ETF$26,273,030$3,138,024 ▼-10.7%203,92011.1%ETFBNDVanguard Total Bond Market ETF$25,412,836$1,226,542 ▼-4.6%345,98810.7%ETFMGKVanguard Mega Cap Growth ETF$24,185,736$3,183,333 ▼-11.6%78,30110.2%ETFVOEVanguard Mid-Cap Value ETF$22,573,900$2,218,186 ▼-8.9%140,6129.5%ETFVOTVanguard Mid-Cap Growth ETF$21,826,785$2,872,074 ▼-11.6%89,2209.2%ETFVBRVanguard Small-Cap Value ETF$21,505,469$2,405,559 ▼-10.1%115,4419.1%ETFVBKVanguard Small-Cap Growth ETF$20,839,390$2,257,609 ▼-9.8%82,7728.8%ETFMCIBarings Corporate Investors$7,776,227$517,040 ▼-6.2%331,7503.3%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$5,994,188$421,594 ▲7.6%59,5732.5%ETFAAPLApple$5,209,079$2,913,850 ▼-35.9%23,4512.2%Computer and TechnologyVGKVanguard FTSE Europe ETF$4,276,270$347,117 ▼-7.5%60,9071.8%ETFVPLVanguard FTSE Pacific ETF$4,250,320$244,989 ▼-5.4%58,6571.8%ETFVWOVanguard FTSE Emerging Markets ETF$4,242,513$523,842 ▼-11.0%93,7361.8%ETFBSVVanguard Short-Term Bond ETF$4,096,655$437,275 ▼-9.6%52,3331.7%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$3,844,743$533,862 ▲16.1%41,0501.6%ETFSPYSPDR S&P 500 ETF Trust$2,762,7530.0%4,9391.2%FinanceJPMJPMorgan Chase & Co.$2,146,331$140,799 ▼-6.2%8,7500.9%FinanceIWNiShares Russell 2000 Value ETF$1,781,625$29,895 ▼-1.7%11,8000.8%ETFIWSiShares Russell Mid-Cap Value ETF$1,560,505$34,390 ▼-2.2%12,3880.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,491,492$55,258 ▼-3.6%18,8940.6%ETFVOOVanguard S&P 500 ETF$1,344,9020.0%2,6170.6%ETFAMZNAmazon.com$1,305,945$156,394 ▼-10.7%6,8640.6%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$1,294,696$98,203 ▼-7.1%3,5860.5%ETFIWDiShares Russell 1000 Value ETF$1,194,380$88,431 ▼-6.9%6,3480.5%ETFMSFTMicrosoft$1,112,063$16,895 ▲1.5%2,9620.5%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$1,063,822$58,625 ▼-5.2%9,0550.4%ETFTFCTruist Financial$908,866$299,567 ▼-24.8%22,0870.4%FinanceCSLCarlisle Companies$857,333$173,646 ▲25.4%2,5180.4%Multi-Sector ConglomeratesAMGNAmgen$828,416$62,310 ▲8.1%2,6590.4%MedicalADPAutomatic Data Processing$817,630$62,636 ▲8.3%2,6760.3%Business ServicesBLKBlackRock$729,984$18,936 ▼-2.5%7710.3%FinanceFDXFedEx$690,632$4,876 ▼-0.7%2,8330.3%TransportationWSOWatsco$658,623$83,852 ▼-11.3%1,2960.3%ConstructionITWIllinois Tool Works$657,811$64,491 ▲10.9%2,6520.3%IndustrialsBRBroadridge Financial Solutions$647,505$10,666 ▼-1.6%2,6710.3%Business ServicesEOGEOG Resources$641,561$28,981 ▲4.7%5,0030.3%EnergyAMATApplied Materials$593,128$34,830 ▲6.2%4,0870.3%Computer and TechnologyZTSZoetis$568,372$568,372 ▲New Holding3,4520.2%MedicalGGGGraco$544,378$8,017 ▲1.5%6,5190.2%IndustrialsRFRegions Financial$543,126$229,319 ▼-29.7%24,9940.2%FinanceFELEFranklin Electric$529,894$47,413 ▲9.8%5,6440.2%IndustrialsHUBBHubbell$504,886$57,900 ▲13.0%1,5260.2%IndustrialsVOOVVanguard S&P 500 Value ETF$460,4750.0%2,5000.2%ETFTROWT. Rowe Price Group$453,022$9,095 ▼-2.0%4,9310.2%FinanceLLYEli Lilly and Company$451,773$818,477 ▼-64.4%5470.2%MedicalLOWLowe's Companies$423,142$9,331 ▼-2.2%1,8140.2%Retail/WholesaleINFYInfosys$407,608$8,212 ▼-2.0%22,3350.2%Computer and TechnologyIVOVVanguard S&P Mid-Cap 400 Value ETF$404,9890.0%4,4000.2%ETFKYNKayne Anderson Energy Infrastructure Fund$397,730$51,320 ▼-11.4%31,0000.2%Financial ServicesGOOGLAlphabet$337,1150.0%2,1800.1%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$305,1000.0%6,0000.1%ETFPNCThe PNC Financial Services Group$299,688$58,531 ▼-16.3%1,7050.1%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$299,1600.0%9,0000.1%ETFNVDANVIDIA$295,661$55,057 ▲22.9%2,7280.1%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$285,357$2,065 ▲0.7%2,6250.1%FinanceVIOVVanguard S&P Small-Cap 600 Value ETF$268,5270.0%3,2000.1%ETFIWOiShares Russell 2000 Growth ETF$261,7720.0%1,0240.1%ETFHDHome Depot$255,810$1,099 ▲0.4%6980.1%Retail/WholesaleVVisa$237,408$7,715 ▲3.4%6770.1%Business ServicesVXUSVanguard Total International Stock ETF$208,035$208,035 ▲New Holding3,3500.1%ETFPALANTIR TECHNOLOGIES INC$204,670$204,670 ▲New Holding2,4250.1%CL ABACBank of America$201,556$223,256 ▼-52.6%4,8300.1%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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