The Analysis of BHK Investment Advisors, LLC's Holdings


Currently, BHK Investment Advisors, LLC holds 67 types of securities in its portfolio with a total value $267.7M. In the most recent quarter, they have increased their positions in PYLD (+16.7K shares, valued at $447.7K), QQQ (+510 shares, valued at $354.2K), SMCI (+7.0K shares, valued at $335.6K); decreased their positions in MGK (-2.6K shares, valued at $1.1M), VOT (-2.4K shares, valued at $706.0K), VBK (-1.8K shares, valued at $533.9K); initiated new positions in PYLD (+16.7K shares, valued at $447.7K), QQQ (+510 shares, valued at $354.2K), SMCI (+7.0K shares, valued at $335.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MGK VANGUARD WORLD FD75.6K shares-3.34%2025-09-302025-11-05history
MGV VANGUARD WORLD FD202.2K shares-0.52%2025-09-302025-11-05history
VOT VANGUARD INDEX FDS86.1K shares-2.72%2025-09-302025-11-05history
BND VANGUARD BD INDEX FDS339.6K shares0.10%2025-09-302025-11-05history
VBK VANGUARD INDEX FDS83.4K shares-2.11%2025-09-302025-11-05history
VOE VANGUARD INDEX FDS140.0K shares-0.60%2025-09-302025-11-05history
VBR VANGUARD INDEX FDS116.5K shares-0.83%2025-09-302025-11-05history
MCI BARINGS CORPORATE INVS361.4K shares-0.21%2025-09-302025-11-05history
Sponsored
MINT PIMCO ETF TR60.2K shares0.78%2025-09-302025-11-05history
AAPL APPLE INC23.4K shares-0.43%2025-09-302025-11-05history
SPY SPDR S&P 500 ETF TR8.0K shares3.25%2025-09-302025-11-05history
VPL VANGUARD INTL EQUITY INDEX F58.0K shares-1.84%2025-09-302025-11-05history
VWO VANGUARD INTL EQUITY INDEX F91.8K shares-1.93%2025-09-302025-11-05history
VGK VANGUARD INTL EQUITY INDEX F59.6K shares-2.51%2025-09-302025-11-05history
BSV VANGUARD BD INDEX FDS51.7K shares2.28%2025-09-302025-11-05history
HYS PIMCO ETF TR41.9K shares0.00%2025-09-302025-11-05history
Sponsored
JPM JPMORGAN CHASE & CO.7.9K shares-0.61%2025-09-302025-11-05history
IWN ISHARES TR12.0K shares0.02%2025-09-302025-11-05history
IWS ISHARES TR13.2K shares-2.58%2025-09-302025-11-05history
IWF ISHARES TR3.7K shares0.00%2025-09-302025-11-05history
VOO VANGUARD INDEX FDS2.6K shares0.00%2025-09-302025-11-05history
VCSH VANGUARD SCOTTSDALE FDS18.9K shares0.00%2025-09-302025-11-05history
AMZN AMAZON COM INC6.9K shares-0.23%2025-09-302025-11-05history
MSFT MICROSOFT CORP2.9K shares0.00%2025-09-302025-11-05history
Sponsored
IWP ISHARES TR9.3K shares0.00%2025-09-302025-11-05history
IWD ISHARES TR6.4K shares0.03%2025-09-302025-11-05history
TFC TRUIST FINL CORP21.7K shares-0.67%2025-09-302025-11-05history
AMAT APPLIED MATLS INC4.5K shares1.16%2025-09-302025-11-05history
BLK BLACKROCK INC766 shares-0.65%2025-09-302025-11-05history
CSL CARLISLE COS INC2.5K shares-0.97%2025-09-302025-11-05history
ADP AUTOMATIC DATA PROCESSING IN2.8K shares0.04%2025-09-302025-11-05history
AMGN AMGEN INC2.7K shares-2.71%2025-09-302025-11-05history
Sponsored
FDX FEDEX CORP3.1K shares1.35%2025-09-302025-11-05history
ITW ILLINOIS TOOL WKS INC2.7K shares0.00%2025-09-302025-11-05history
HUBB HUBBELL INC1.5K shares0.00%2025-09-302025-11-05history
RF REGIONS FINANCIAL CORP NEW24.4K shares-1.99%2025-09-302025-11-05history
BR BROADRIDGE FINL SOLUTIONS IN2.7K shares0.00%2025-09-302025-11-05history
NVDA NVIDIA CORPORATION3.4K shares2.38%2025-09-302025-11-05history
ZTS ZOETIS INC4.2K shares1.12%2025-09-302025-11-05history
WSO WATSCO INC1.5K shares0.00%2025-09-302025-11-05history
Sponsored
EOG EOG RES INC5.2K shares0.02%2025-09-302025-11-05history
GGG GRACO INC6.6K shares0.02%2025-09-302025-11-05history
FELE FRANKLIN ELEC INC5.7K shares0.00%2025-09-302025-11-05history
TROW PRICE T ROWE GROUP INC4.9K shares-0.99%2025-09-302025-11-05history
VOOV VANGUARD ADMIRAL FDS INC2.5K shares0.00%2025-09-302025-11-05history
LOW LOWES COS INC1.9K shares0.00%2025-09-302025-11-05history
GOOGL ALPHABET INC1.9K shares-11.47%2025-09-302025-11-05history
PYLD PIMCO ETF TR16.7K sharesnew addition2025-09-302025-11-05history
Sponsored
IVOV VANGUARD ADMIRAL FDS INC4.4K shares0.00%2025-09-302025-11-05history
LLY ELI LILLY & CO557 shares0.00%2025-09-302025-11-05history
PLTR PALANTIR TECHNOLOGIES INC2.2K shares-10.10%2025-09-302025-11-05history
KYN KAYNE ANDERSON ENERGY INFRST30.5K shares-8.96%2025-09-302025-11-05history
IWO ISHARES TR1.2K shares0.00%2025-09-302025-11-05history
INFY INFOSYS LTD22.3K shares0.04%2025-09-302025-11-05history
QQQ INVESCO QQQ TR510 sharesnew addition2025-09-302025-11-05history
PNC PNC FINL SVCS GROUP INC1.7K shares0.00%2025-09-302025-11-05history
Sponsored
SMCI SUPER MICRO COMPUTER INC7.0K sharesnew addition2025-09-302025-11-05history
HD HOME DEPOT INC785 shares0.00%2025-09-302025-11-05history
LQD ISHARES TR2.8K shares8.25%2025-09-302025-11-05history
JMST J P MORGAN EXCHANGE TRADED F6.0K shares0.00%2025-09-302025-11-05history
SPIB SPDR SERIES TRUST9.0K shares0.00%2025-09-302025-11-05history
VIOV VANGUARD ADMIRAL FDS INC3.2K shares0.00%2025-09-302025-11-05history
VXUS VANGUARD STAR FDS3.4K shares0.00%2025-09-302025-11-05history
BAC BANK AMERICA CORP4.7K shares-1.08%2025-09-302025-11-05history
Sponsored
V VISA INC679 shares-1.59%2025-09-302025-11-05history
VOOG VANGUARD ADMIRAL FDS INC500 sharesnew addition2025-09-302025-11-05history
WFC WELLS FARGO CO NEW2.6K shares-1.89%2025-09-302025-11-05history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available