BHK Investment Advisors, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

In the world of finance, 13F filings are crucial in disclosing information about significant investments made by institutional investors. This time, we take a look at BHK Investment Advisors, LLC’s Q4 2022 vs. Q1 2023 13F holdings comparison. In this article, we explore the changes in holdings of BHK Investment Advisors, LLC and the reasons behind those changes.

One of the main highlights in BHK Investment Advisors, LLC’s 13F filings is the strong increase in Vanguard World FD and Vanguard BD Index FDS holdings. BHK Investment Advisors, LLC increased their shares of Vanguard World FD from 98,536 shares to 123,312 shares, while their shares of Vanguard BD Index FDS increased from 288,771 shares to 340,712 shares. These investments translate to a 48.7% change in value for Vanguard World FD and 21.3% change in value for Vanguard BD Index FDS.

Another notable increase in holdings is the shares of Vanguard Index FDS. BHK Investment Advisors, LLC increased their shares of Vanguard Index FDS for VBR, VOT, VOE, VBK, and VOO. VBR shares increased from 104,379 shares to 134,798 shares, VOT shares increased from 83,951 shares to 108,319 shares, VOE shares increased from 121,213 shares to 157,161 shares, VBK shares increased from 72,299 shares to 94,433 shares, and VOO shares increased from 0 shares to 2,988 shares. These investments result in significant changes in values ranging from 28.5% to 41%.

On the other hand, BHK Investment Advisors, LLC decreased their holdings for some of the companies listed in their 13F filings. One significant decrease in shares is for AFLAC Inc, with shares dropping from 5,441 to 5,297, causing a -12.7% change in value. They have also sold their entire shares for PFE, Fastenal Co, Watsco Inc, Intel Corp, and Baxter Intl Inc, resulting in -100% change in value.

In conclusion, BHK Investment Advisors, LLC’s latest 13F filings show significant changes in their holdings for Q4 2022 to Q1 2023. Their notable increase in holdings for Vanguard World FD, Vanguard BD Index FDS, and Vanguard Index FDS, along with their decrease in holdings for some companies, reflects their strategy of diversifying and strengthening their portfolio. Investors and financial enthusiasts can gain insights from analyzing 13F filings, especially for significant institutional investors like BHK Investment Advisors, LLC, to make informed decisions in managing their investment portfolio.