Fund HoldingsBHK Investment Advisors, LLC

Total Portfolio Value
$254.82M
Total Bought
$2.37M
Total Sold
$13.29M
Net Transaction
-$10.92M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)42,79940,588-2,2117,3398,5493.35%+1,209
VANGUARD WORLD FD100,05293,964-6,08828,67629,52411.59%+849
BARINGS CORPORATE INVS366,629366,372-2576,3026,8222.68%+519
AMAZON COM INC(AMZN)8,1359,328+1,1931,4671,8030.71%+335
VISA INC(V)01,077+1,07702830.11%+283
BROADRIDGE FINL SOLUTIONS IN(BR)01,225+1,22502410.09%+241
NVIDIA CORPORATION(NVDA)01,850+1,85002290.09%+229
MICROSOFT CORP(MSFT)3,0313,363+3321,2751,5030.59%+228
COCA COLA CO(KO)03,189+3,18902030.08%+203
DIAMONDBACK ENERGY INC(FANG)01,012+1,01202030.08%+203
ELI LILLY & CO(LLY)1,5581,55801,2121,4110.55%+199
VANGUARD INTL EQUITY INDEX F112,827111,657-1,1704,7134,8861.92%+173
PIMCO ETF TR
ENHAN SHRT MA AC
43,84745,484+1,6374,4084,5781.80%+170
ALPHABET INC(GOOG)2,4802,670+1903744860.19%+112
SPDR S&P 500 ETF TR(SPY)4,9294,92902,5782,6821.05%+104
WATSCO INC(WSO)1,3551,413+585856550.26%+69
ISHARES TR3,9583,810-1481,3341,3890.54%+55
AMGEN INC(AMGN)2,5372,483-547217760.30%+54
VANGUARD INDEX FDS2,6172,61701,2581,3090.51%+51
UNITEDHEALTH GROUP INC(UNH)1,0341,087+535125540.22%+42
FEDEX CORP(FDX)3,1193,074-459049220.36%+18
KAYNE ANDERSON ENERGY INFRST(KYN)40,50040,50004054180.16%+13
VANGUARD BD INDEX FDS56,01756,049+324,2954,2991.69%+4
ISHARES TR2,3612,388+272542560.10%+2
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
6,0006,00003043040.12%0
VANGUARD STAR FDS3,3503,35002022020.08%0
ELEVANCE HEALTH INC(ELV)898858-404664650.18%-1
SPDR SER TR
ST INTER BD ETF
9,0009,00002942930.11%-1
INFOSYS LTD(INFY)26,56625,516-1,0504764750.19%-1
HOME DEPOT INC(HD)570615+452192120.08%-7
ISHARES TR1,0731,07302912820.11%-9
VANGUARD ADMIRAL FDS INC2,5002,50004514390.17%-12
VANGUARD ADMIRAL FDS INC4,4004,40004003850.15%-14
VANGUARD ADMIRAL FDS INC3,2003,20002832680.11%-15
CARLISLE COS INC(CSL)2,6572,522-1351,0411,0220.40%-19
EOG RES INC(EOG)5,0794,940-1396496220.24%-28
ILLINOIS TOOL WKS INC(ITW)2,1912,345+1545885560.22%-32
BLACKROCK INC(BLK)77177106436070.24%-36
AUTOMATIC DATA PROCESSING IN2,5202,470-506295900.23%-40
LOWES COS INC(LOW)2,1282,271+1435425010.20%-42
ISHARES TR9,9539,903-501,1361,0930.43%-43
ISHARES TR6,9126,775-1371,2381,1820.46%-56
ISHARES TR13,08013,081+11,6391,5790.62%-60
PNC FINL SVCS GROUP INC(PNC)2,0381,705-3333292650.10%-64
JPMORGAN CHASE & CO.(JPM)10,97510,512-4632,1982,1260.83%-72
PIMCO ETF TR
0-5 HIGH YIELD
36,00035,500-5003,3653,2911.29%-74
FRANKLIN ELEC INC(FELE)5,4025,188-2145775000.20%-77
VANGUARD INTL EQUITY INDEX F70,23069,564-6664,7294,6451.82%-84
ISHARES TR12,23912,192-471,9441,8570.73%-87
HUBBELL INC(HUBB)1,4151,365-505874990.20%-88
PRICE T ROWE GROUP INC(TROW)5,6565,162-4946905950.23%-94
GRACO INC(GGG)5,9225,637-2855534470.18%-107
VANGUARD BD INDEX FDS343,972345,199+1,22724,98324,8729.76%-111
BANK AMERICA CORP11,1237,590-3,5334223020.12%-120
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
20,71719,134-1,5831,6021,4790.58%-123
VANGUARD INTL EQUITY INDEX F61,31560,714-6014,6624,5041.77%-158
CELANESE CORP DEL(CE)3,8523,683-1696624970.19%-165
REGIONS FINANCIAL CORP NEW(RF)62,85655,398-7,4581,3231,1100.44%-212
TRUIST FINL CORP(TFC)42,84935,347-7,5021,6701,3730.54%-297
VANGUARD WORLD FD238,461229,493-8,96828,49827,19510.67%-1,304
VANGUARD INDEX FDS106,378102,817-3,56125,08323,6039.26%-1,480
VANGUARD INDEX FDS161,068155,348-5,72025,11223,3699.17%-1,743
VANGUARD INDEX FDS97,42394,296-3,12725,40023,5869.26%-1,814
VANGUARD INDEX FDS134,032129,606-4,42625,71823,6569.28%-2,062
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