140 is the total number of securities BHK Investment Advisors, LLC has owned. The longest BHK Investment Advisors, LLC has owned a single stock is 24 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BND | VANGUARD BD INDEX FDS | 24 | 24 | 7.69% | 10.35% | 12.41% | Q4 2017 | Q3 2023 | 24 |
MGK | VANGUARD WORLD FD | 24 | 24 | 6.25% | 8.86% | 11.32% | Q4 2017 | Q3 2023 | 24 |
MGV | VANGUARD WORLD FD | 24 | 24 | 6.22% | 8.78% | 10.92% | Q4 2017 | Q3 2023 | 24 |
VBR | VANGUARD INDEX FDS | 24 | 24 | 5.98% | 8.18% | 9.81% | Q4 2017 | Q3 2023 | 24 |
VOT | VANGUARD INDEX FDS | 24 | 24 | 6.44% | 8.17% | 9.50% | Q4 2017 | Q3 2023 | 24 |
VOE | VANGUARD INDEX FDS | 24 | 24 | 6.02% | 8.13% | 9.68% | Q4 2017 | Q3 2023 | 24 |
VBK | VANGUARD INDEX FDS | 24 | 24 | 6.31% | 8.07% | 9.36% | Q4 2017 | Q3 2023 | 24 |
VWO | VANGUARD INTL EQUITY I... | 24 | 24 | 1.79% | 3.69% | 6.72% | Q4 2017 | Q3 2023 | 24 |
VPL | VANGUARD INTL EQUITY I... | 24 | 24 | 1.77% | 3.45% | 6.06% | Q4 2017 | Q3 2023 | 24 |
VGK | VANGUARD INTL EQUITY I... | 24 | 24 | 1.84% | 3.45% | 5.85% | Q4 2017 | Q3 2023 | 24 |
AAPL | APPLE INC | 24 | 24 | 1.19% | 2.60% | 3.77% | Q4 2017 | Q3 2023 | 24 |
MCI | BARINGS CORPORATE INVS | 24 | 24 | 2.14% | 2.50% | 3.06% | Q4 2017 | Q3 2023 | 24 |
HYS | PIMCO ETF TR | 24 | 24 | 1.46% | 2.46% | 3.82% | Q4 2017 | Q3 2023 | 24 |
BSV | VANGUARD BD INDEX FDS | 24 | 24 | 1.34% | 1.67% | 2.00% | Q4 2017 | Q3 2023 | 24 |
VCSH | VANGUARD SCOTTSDALE FDS | 24 | 24 | 0.46% | 1.02% | 1.65% | Q4 2017 | Q3 2023 | 24 |
IWF | ISHARES TR | 24 | 24 | 0.38% | 0.80% | 1.11% | Q4 2017 | Q3 2023 | 24 |
IWP | ISHARES TR | 24 | 24 | 0.36% | 0.65% | 0.88% | Q4 2017 | Q3 2023 | 24 |
IWN | ISHARES TR | 24 | 24 | 0.35% | 0.63% | 0.87% | Q4 2017 | Q3 2023 | 24 |
IWS | ISHARES TR | 24 | 24 | 0.52% | 0.63% | 0.83% | Q4 2017 | Q3 2023 | 24 |
IWD | ISHARES TR | 24 | 24 | 0.37% | 0.60% | 0.79% | Q4 2017 | Q3 2023 | 24 |
FGEN | FIBROGEN INC | 24 | 24 | 0.02% | 0.56% | 0.92% | Q4 2017 | Q3 2023 | 24 |
AMZN | AMAZON COM INC | 24 | 24 | 0.26% | 0.56% | 0.85% | Q4 2017 | Q3 2023 | 24 |
JPM | JPMORGAN CHASE & CO | 24 | 24 | 0.29% | 0.52% | 0.83% | Q4 2017 | Q3 2023 | 24 |
T | AT&T INC | 24 | 24 | 0.16% | 0.45% | 0.88% | Q4 2017 | Q3 2023 | 24 |
BAC | BK OF AMERICA CORP | 24 | 24 | 0.10% | 0.24% | 0.44% | Q4 2017 | Q3 2023 | 24 |
IWO | ISHARES TR | 24 | 24 | 0.12% | 0.23% | 0.35% | Q4 2017 | Q3 2023 | 24 |
SPIB | SPDR SER TR | 24 | 24 | 0.13% | 0.20% | 0.27% | Q4 2017 | Q3 2023 | 24 |
KYN | KAYNE ANDERSON MLP INV... | 24 | 24 | 0.08% | 0.13% | 0.20% | Q4 2017 | Q3 2023 | 24 |
MINT | PIMCO ETF TR | 23 | 23 | 0.89% | 2.35% | 3.17% | Q1 2018 | Q3 2023 | 23 |
LMT | LOCKHEED MARTIN CORP | 23 | 23 | 0.14% | 0.23% | 0.35% | Q1 2018 | Q3 2023 | 23 |
VOO | VANGUARD INDEX FDS | 20 | 2 | 0.40% | 0.47% | 0.54% | Q4 2017 | Q2 2023 | 22 |
AMGN | AMGEN INC | 22 | 22 | 0.14% | 0.20% | 0.31% | Q2 2018 | Q3 2023 | 22 |
AFL | AFLAC INC | 14 | 8 | 0.12% | 0.17% | 0.23% | Q1 2018 | Q3 2023 | 22 |
VOOV | VANGUARD ADMIRAL FDS INC | 20 | 2 | 0.14% | 0.17% | 0.23% | Q4 2017 | Q2 2023 | 22 |
INTC | INTEL CORP | 21 | 21 | 0.13% | 0.26% | 0.47% | Q4 2017 | Q4 2022 | 21 |
PFE | PFIZER INC | 21 | 21 | 0.16% | 0.25% | 0.51% | Q4 2017 | Q4 2022 | 21 |
IVOV | VANGUARD ADMIRAL FDS INC | 10 | 2 | 0.13% | 0.16% | 0.23% | Q4 2017 | Q2 2023 | 21 |
EEM | ISHARES TR | 20 | 20 | 0.12% | 0.99% | 2.26% | Q4 2017 | Q3 2022 | 20 |
EFA | ISHARES TR | 20 | 20 | 0.10% | 0.31% | 0.60% | Q4 2017 | Q3 2022 | 20 |
BAX | BAXTER INTL INC | 20 | 20 | 0.12% | 0.17% | 0.21% | Q1 2018 | Q4 2022 | 20 |
MRK | MERCK & CO. INC | 19 | 19 | 0.14% | 0.21% | 0.31% | Q4 2018 | Q2 2023 | 19 |
LLY | LILLY ELI & CO | 19 | 19 | 0.10% | 0.20% | 0.38% | Q1 2019 | Q3 2023 | 19 |
LOW | LOWES COS INC | 14 | 1 | 0.11% | 0.19% | 0.26% | Q3 2018 | Q3 2023 | 19 |
GOOGL | ALPHABET INC | 12 | 7 | 0.11% | 0.17% | 0.28% | Q1 2018 | Q3 2023 | 19 |
MSFT | MICROSOFT CORP | 14 | 4 | 0.14% | 0.24% | 0.43% | Q1 2019 | Q3 2023 | 18 |
ITW | ILLINOIS TOOL WKS INC | 17 | 1 | 0.12% | 0.17% | 0.24% | Q1 2018 | Q3 2023 | 18 |
VIOV | VANGUARD ADMIRAL FDS INC | 8 | 2 | 0.10% | 0.13% | 0.18% | Q4 2017 | Q2 2023 | 18 |
HON | HONEYWELL INTL INC | 12 | 5 | 0.16% | 0.19% | 0.28% | Q2 2018 | Q1 2023 | 17 |
TFC | TRUIST FINL CORP | 16 | 16 | 0.34% | 0.45% | 0.60% | Q4 2019 | Q3 2023 | 16 |
SYY | SYSCO CORP | 12 | 4 | 0.12% | 0.22% | 0.31% | Q1 2019 | Q1 2023 | 16 |
ADP | AUTOMATIC DATA PROCESS... | 16 | 16 | 0.15% | 0.19% | 0.25% | Q4 2019 | Q3 2023 | 16 |
SPY | SPDR S&P 500 ETF TR | 15 | 15 | 0.13% | 0.46% | 1.06% | Q1 2020 | Q3 2023 | 15 |
HBI | HANESBRANDS INC | 14 | 1 | 0.11% | 0.17% | 0.22% | Q3 2018 | Q3 2022 | 15 |
SFBS | SERVISFIRST BANCSHARES... | 12 | 2 | 0.12% | 1.09% | 3.78% | Q4 2017 | Q3 2021 | 14 |
FDX | FEDEX CORP | 14 | 14 | 0.17% | 0.27% | 0.42% | Q2 2020 | Q3 2023 | 14 |
CSL | CARLISLE COS INC | 14 | 14 | 0.14% | 0.21% | 0.37% | Q2 2020 | Q3 2023 | 14 |
TROW | PRICE T ROWE GROUP INC | 14 | 14 | 0.11% | 0.18% | 0.29% | Q2 2020 | Q3 2023 | 14 |
UNH | UNITEDHEALTH GROUP INC | 13 | 13 | 0.12% | 0.18% | 0.25% | Q3 2020 | Q3 2023 | 13 |
LQD | ISHARES TR | 10 | 2 | 0.11% | 0.13% | 0.22% | Q1 2018 | Q3 2023 | 12 |
WFC | WELLS FARGO CO NEW | 11 | 11 | 0.19% | 0.30% | 0.39% | Q4 2017 | Q2 2020 | 11 |
PFF | ISHARES TR | 11 | 11 | 0.12% | 0.25% | 0.35% | Q1 2018 | Q3 2020 | 11 |
PNC | PNC FINL SVCS GROUP INC | 6 | 1 | 0.10% | 0.15% | 0.27% | Q2 2019 | Q2 2023 | 11 |
UTX | UNITED TECHNOLOGIES CORP | 10 | 10 | 0.15% | 0.21% | 0.26% | Q4 2017 | Q1 2020 | 10 |
FAST | FASTENAL CO | 10 | 10 | 0.13% | 0.15% | 0.18% | Q3 2020 | Q4 2022 | 10 |
BRKB | BERKSHIRE HATHAWAY INC... | 9 | 9 | 0.20% | 0.25% | 0.38% | Q1 2019 | Q1 2021 | 9 |
PM | PHILIP MORRIS INTL INC | 9 | 9 | 0.14% | 0.18% | 0.23% | Q1 2018 | Q1 2020 | 9 |
BBT | BB&T CORP | 8 | 8 | 0.50% | 0.57% | 0.72% | Q4 2017 | Q3 2019 | 8 |
VTI | VANGUARD INDEX FDS | 8 | 8 | 0.27% | 0.33% | 0.41% | Q4 2017 | Q3 2019 | 8 |
AOA | ISHARES TR | 8 | 8 | 0.17% | 0.28% | 0.40% | Q4 2017 | Q3 2019 | 8 |
VIG | VANGUARD SPECIALIZED F... | 8 | 8 | 0.19% | 0.27% | 0.40% | Q4 2017 | Q3 2019 | 8 |
AMLP | ALPS ETF TR | 8 | 8 | 0.06% | 0.09% | 0.15% | Q4 2017 | Q3 2019 | 8 |
JNJ | JOHNSON & JOHNSON | 7 | 7 | 0.19% | 0.28% | 0.36% | Q1 2018 | Q3 2019 | 7 |
JMST | J P MORGAN EXCHANGE-TR... | 5 | 2 | 0.12% | 0.14% | 0.18% | Q3 2021 | Q2 2023 | 7 |
BGH | BARINGS GLOBAL SHORT D... | 7 | 7 | 0.06% | 0.14% | 0.17% | Q3 2021 | Q1 2023 | 7 |
SCHB | SCHWAB STRATEGIC TR | 6 | 6 | 0.23% | 0.74% | 1.18% | Q2 2018 | Q3 2019 | 6 |
SCHG | SCHWAB STRATEGIC TR | 6 | 6 | 0.20% | 0.59% | 1.05% | Q2 2018 | Q3 2019 | 6 |
BOND | PIMCO ETF TR | 6 | 6 | 0.34% | 0.57% | 0.70% | Q2 2018 | Q3 2019 | 6 |
SCHA | SCHWAB STRATEGIC TR | 6 | 6 | 0.14% | 0.54% | 0.97% | Q2 2018 | Q3 2019 | 6 |
SCHV | SCHWAB STRATEGIC TR | 6 | 6 | 0.26% | 0.37% | 0.47% | Q2 2018 | Q3 2019 | 6 |
SO | SOUTHERN CO | 6 | 6 | 0.16% | 0.29% | 0.46% | Q3 2018 | Q4 2019 | 6 |
FELE | FRANKLIN ELEC INC | 6 | 6 | 0.20% | 0.23% | 0.26% | Q2 2022 | Q3 2023 | 6 |
VT | VANGUARD INTL EQUITY I... | 6 | 6 | 0.18% | 0.20% | 0.24% | Q4 2017 | Q1 2019 | 6 |
VZ | VERIZON COMMUNICATIONS... | 6 | 6 | 0.12% | 0.18% | 0.21% | Q2 2018 | Q3 2019 | 6 |
SPYG | SPDR SERIES TRUST | 6 | 6 | 0.14% | 0.17% | 0.26% | Q2 2018 | Q3 2019 | 6 |
VXUS | VANGUARD STAR FDS | 6 | 6 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q1 2022 | 6 |
CMCSA | COMCAST CORP NEW | 5 | 5 | 0.31% | 0.37% | 0.41% | Q2 2018 | Q2 2019 | 5 |
EOG | EOG RES INC | 5 | 5 | 0.16% | 0.23% | 0.28% | Q3 2022 | Q3 2023 | 5 |
MO | ALTRIA GROUP INC | 5 | 5 | 0.18% | 0.22% | 0.28% | Q2 2018 | Q2 2019 | 5 |
PXF | INVESCO EXCHNG TRADED ... | 5 | 5 | 0.16% | 0.19% | 0.22% | Q2 2018 | Q2 2019 | 5 |
CMP | COMPASS MINERALS INTL INC | 4 | 1 | 0.14% | 0.16% | 0.19% | Q4 2019 | Q1 2021 | 5 |
F | FORD MTR CO DEL | 5 | 5 | 0.08% | 0.09% | 0.11% | Q2 2018 | Q2 2019 | 5 |
SCHE | SCHWAB STRATEGIC TR | 3 | 1 | 0.20% | 0.31% | 0.40% | Q3 2018 | Q3 2019 | 4 |
CSCO | CISCO SYS INC | 4 | 4 | 0.24% | 0.28% | 0.30% | Q1 2019 | Q4 2019 | 4 |
RF | REGIONS FINL CORP NEW | 3 | 1 | 0.08% | 0.25% | 0.41% | Q1 2019 | Q3 2023 | 4 |
PRA | PROASSURANCE CORP | 4 | 4 | 0.19% | 0.20% | 0.22% | Q1 2019 | Q4 2019 | 4 |
GE | GENERAL ELECTRIC CO | 4 | 4 | 0.15% | 0.17% | 0.20% | Q4 2017 | Q3 2018 | 4 |
FANG | DIAMONDBACK ENERGY INC | 4 | 4 | 0.12% | 0.17% | 0.22% | Q1 2019 | Q4 2019 | 4 |
TBF | PROSHARES TR | 3 | 1 | 0.12% | 0.14% | 0.17% | Q1 2018 | Q2 2019 | 4 |
TCON | TRACON PHARMACEUTICALS... | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
SCHZ | SCHWAB STRATEGIC TR | 3 | 3 | 1.28% | 1.39% | 1.60% | Q1 2019 | Q3 2019 | 3 |
SCHO | SCHWAB STRATEGIC TR | 3 | 3 | 1.25% | 1.36% | 1.58% | Q1 2019 | Q3 2019 | 3 |
SCHD | SCHWAB STRATEGIC TR | 3 | 3 | 0.87% | 0.98% | 1.06% | Q1 2019 | Q3 2019 | 3 |
SCHF | SCHWAB STRATEGIC TR | 3 | 3 | 0.32% | 0.61% | 0.76% | Q1 2019 | Q3 2019 | 3 |
CE | CELANESE CORP DEL | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
INFY | INFOSYS LTD | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
GGG | GRACO INC | 3 | 3 | 0.19% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
RY | ROYAL BK CDA | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2021 | Q3 2021 | 3 |
XOM | EXXON MOBIL CORP | 3 | 3 | 0.15% | 0.16% | 0.17% | Q2 2018 | Q4 2018 | 3 |
BX | BLACKSTONE GROUP L P | 1 | 1 | 0.12% | 0.15% | 0.18% | Q1 2018 | Q2 2019 | 3 |
CRWD | CROWDSTRIKE HLDGS INC | 3 | 3 | 0.09% | 0.13% | 0.17% | Q1 2021 | Q3 2021 | 3 |
QQQ | POWERSHARES QQQ TRUST | 2 | 2 | 0.34% | 0.35% | 0.36% | Q4 2017 | Q1 2018 | 2 |
VUG | VANGUARD INDEX FDS | 2 | 2 | 0.18% | 0.35% | 0.51% | Q4 2017 | Q1 2018 | 2 |
AGG | ISHARES TR | 2 | 2 | 0.32% | 0.34% | 0.35% | Q1 2018 | Q2 2018 | 2 |
VTV | VANGUARD INDEX FDS | 2 | 2 | 0.17% | 0.34% | 0.50% | Q4 2017 | Q1 2018 | 2 |
IVV | ISHARES TR | 2 | 2 | 0.27% | 0.28% | 0.29% | Q4 2017 | Q1 2018 | 2 |
IJS | ISHARES TR | 2 | 2 | 0.24% | 0.24% | 0.24% | Q1 2018 | Q2 2018 | 2 |
KO | COCA COLA CO | 1 | 1 | 0.14% | 0.22% | 0.29% | Q1 2019 | Q3 2023 | 2 |
IJJ | ISHARES TR | 2 | 2 | 0.21% | 0.21% | 0.22% | Q1 2018 | Q2 2018 | 2 |
IJR | ISHARES TR | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2017 | Q1 2018 | 2 |
PEP | PEPSICO INC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q2 2019 | 2 |
QUAL | ISHARES TR | 2 | 2 | 0.16% | 0.16% | 0.17% | Q3 2018 | Q4 2018 | 2 |
GOOG | ALPHABET INC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2018 | Q3 2018 | 2 |
ABBV | ABBVIE INC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2019 | Q2 2019 | 2 |
CVX | CHEVRON CORP NEW | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2019 | Q2 2019 | 2 |
FB | FACEBOOK INC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q1 2018 | Q2 2018 | 2 |
WSO | WATSCO INC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q3 2022 | Q4 2022 | 2 |
VEA | VANGUARD TAX MANAGED I... | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2017 | Q4 2017 | 1 |
DEO | DIAGEO P L C | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2018 | Q1 2018 | 1 |
HUBB | HUBBELL INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
PG | PROCTER AND GAMBLE CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
ANTM | ELEVANCE HEALTH INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
DBC | INVESCO DB COMMDY INDX... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
FBND | FIDELITY | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
PXF | POWERSHARES ETF TR II | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q1 2018 | 1 |
AUBN | AUBURN NATL BANCORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
IVW | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
BX | BLACKSTONE GROUP INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
OMC | OMNICOM GROUP INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
SQ | SQUARE INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
HD | HOME DEPOT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
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The securities at the top of the list , including VANGUARD BD INDEX FDS, VANGUARD WORLD FD, and VANGUARD WORLD FD, are the highest-conviction holdings of BHK Investment Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by BHK Investment Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that BHK Investment Advisors, LLC owns currently or has owned in the past.