Fund HoldingsBHK Investment Advisors, LLC

Total Portfolio Value
$174.26M
Total Bought
$661.3K
Total Sold
$45.08M
Net Transaction
-$44.42M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
WATSCO INC(WSO)0925+92503960.23%+396
APPLE INC(AAPL)44,30041,309-2,9917,5857,9534.56%+369
BLACKROCK INC(BLK)0251+25102040.12%+204
AMAZON COM INC(AMZN)8,1358,13501,0341,2360.71%+202
KAYNE ANDERSON ENERGY INFRST(KYN)35,00040,500+5,5002943560.20%+61
ISHARES TR5,2925,131-1618038480.49%+44
ISHARES TR8,6007,936-6647868290.48%+43
BANK AMERICA CORP7,8077,207-6002142430.14%+29
ISHARES TR2,4082,344-642462590.15%+14
SPDR SER TR
ST INTER BD ETF
9,0009,00002832950.17%+12
ALPHABET INC(GOOG)2,9102,780-1303813880.22%+8
ISHARES TR1,122957-1652522410.14%-10
ISHARES TR3,1042,638-4668268000.46%-26
ISHARES TR10,8459,485-1,3601,1321,1030.63%-29
AMGEN INC(AMGN)1,7921,552-2404824470.26%-35
REGIONS FINANCIAL CORP NEW(RF)51,69143,509-8,1828898430.48%-46
ISHARES TR10,1498,537-1,6121,3761,3260.76%-50
FIBROGEN INC57,6250-57,625500-50
CELANESE CORP DEL(CE)3,7772,592-1,1854744030.23%-71
ELEVANCE HEALTH INC(ELV)803548-2553502580.15%-91
GRACO INC(GGG)5,5963,621-1,9754083140.18%-94
TRUIST FINL CORP(TFC)36,42225,125-11,2971,0429280.53%-114
HUBBELL INC(HUBB)1,240815-4253892680.15%-121
LOWES COS INC(LOW)1,9331,178-7554022620.15%-140
ILLINOIS TOOL WKS INC(ITW)1,9901,181-8094583090.18%-149
UNITEDHEALTH GROUP INC(UNH)964631-3334863320.19%-154
FRANKLIN ELEC INC(FELE)4,9772,977-2,0004442880.17%-156
LOCKHEED MARTIN CORP(LMT)1,270740-5305193350.19%-184
PRICE T ROWE GROUP INC(TROW)5,2193,365-1,8545473620.21%-185
INFOSYS LTD(INFY)28,55715,966-12,5914892930.17%-195
EOG RES INC(EOG)4,8163,283-1,5336103970.23%-213
AUTOMATIC DATA PROCESSING IN2,2341,360-8745383170.18%-221
ELI LILLY & CO(LLY)1,5541,005-5498355860.34%-249
CARLISLE COS INC(CSL)3,0671,747-1,3207955460.31%-249
AFLAC INC(AFL)3,4010-3,4012610-261
MICROSOFT CORP(MSFT)2,8561,704-1,1529026410.37%-261
FEDEX CORP(FDX)2,6081,638-9706914140.24%-276
JPMORGAN CHASE & CO(JPM)10,2997,021-3,2781,4941,1940.69%-299
VANGUARD INTL EQUITY INDEX F69,93757,623-12,3144,0513,7162.13%-336
COCA COLA CO(KO)11,3435,000-6,3436352950.17%-340
AT&T INC(T)23,2630-23,2633490-349
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
13,2178,217-5,0009936360.36%-358
VANGUARD INTL EQUITY INDEX F60,42149,993-10,4284,0413,6012.07%-440
VANGUARD INTL EQUITY INDEX F103,29785,668-17,6294,0503,5212.02%-529
BARINGS CORPORATE INVS320,751219,896-100,8555,1134,0532.33%-1,060
PIMCO ETF TR
0-5 HIGH YIELD
35,10017,050-18,0503,1701,5870.91%-1,583
SPDR S&P 500 ETF TR(SPY)4,929729-4,2002,1073460.20%-1,761
VANGUARD BD INDEX FDS54,10929,871-24,2384,0672,3011.32%-1,767
PIMCO ETF TR
ENHAN SHRT MA AC
43,08023,206-19,8744,3142,3161.33%-1,998
VANGUARD INDEX FDS95,04673,612-21,43420,35717,79710.21%-2,560
VANGUARD INDEX FDS106,01180,156-25,85520,64817,60010.10%-3,048
VANGUARD INDEX FDS156,323120,152-36,17120,47217,42310.00%-3,049
VANGUARD INDEX FDS133,746101,329-32,41721,33118,23610.47%-3,095
VANGUARD WORLD FD234,073185,673-48,40023,73520,30711.65%-3,428
VANGUARD WORLD FD108,51180,757-27,75424,62120,95712.03%-3,664
VANGUARD BD INDEX FDS353,028181,516-171,51224,63413,3517.66%-11,284
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