Bck Partners, Inc. Portfolio Holdings

Bck Partners, Inc.

  • $210 Million
  • Q3 2024

Bck Partners, Inc. has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $210 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $53.2M, Vanguard Sht Term Corp Bd ETF with a value of $48.4M, Vanguard Mid Cap ETF with a value of $31.6M, Ishares Trust Ishares 5 10 Yea with a value of $24.4M, and Vanguard Small Cap ETF with a value of $24M.

Examining the 13F form we can see an increase of $16.1M in the current position value, from $193M to 210M.

Below you can find more details about Bck Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $210 Million
ETFs: $200 Million
Technology: $4.76 Million
Healthcare: $1.92 Million
Financial Services: $1.29 Million
Consumer Cyclical: $486,000
Industrials: $394,000
Energy: $369,000
Utilities: $314,000
Other: $250,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.2 Million 25.41% of portfolio
100,900
Q3 2024 Added 0.03%
$0
$48.4 Million 23.09% of portfolio
609,296
Q3 2024 Added 4.56%
$0
$31.6 Million 15.09% of portfolio
119,881
Q3 2024 Added 0.95%
$0
$24.4 Million 11.64% of portfolio
453,956
Q3 2024 Added 13.61%
$0
$24 Million 11.46% of portfolio
101,197
Q3 2024 Added 1.15%
$0
$8.19 Million 3.91% of portfolio
199,290
Q3 2024 Added 0.73%
$0
$3.78 Million 1.8% of portfolio
129,426
Q3 2024 Added 0.48%
$40.5B
$2.81 Million 1.34% of portfolio
62,169
Q3 2024 Reduced 12.27%
$0
$1.64 Million 0.78% of portfolio
5,779
Q3 2024 Reduced 0.94%
$0
$1.4 Million 0.67% of portfolio
27,223
Q3 2024 Reduced 1.24%
$597B
$1.29 Million 0.61% of portfolio
2,800
Q3 2024 Reduced 23.03%
$4.15T
$1.01 Million 0.48% of portfolio
4,337
Q3 2024 Reduced 2.34%
$473B
$757,000 0.36% of portfolio
1,296
Q3 2024 Added 1.25%
$0
$701,000 0.33% of portfolio
18,670
Q3 2024 Reduced 4.04%
$0
$651,000 0.31% of portfolio
1,130
Q3 2024 Reduced 3.83%
$3.27T
$582,000 0.28% of portfolio
1,353
Q3 2024 Added 1.81%
$381B
$565,000 0.27% of portfolio
3,492
Q3 2024 Reduced 1.05%
$0
$554,000 0.26% of portfolio
7,910
Q3 2024 Added 1.97%
$2.33T
$486,000 0.23% of portfolio
2,610
Q3 2024 Reduced 0.95%
$55.1B
$394,000 0.19% of portfolio
1,590
Q2 2024 Added 0.95%
$443B
$369,000 0.18% of portfolio
3,155
Q3 2024 Added 0.45%
$145B
$362,000 0.17% of portfolio
1,795
Q2 2024 Added 0.39%
$141B
$346,000 0.17% of portfolio
1,074
Q3 2024 Added 0.47%
$143B
$314,000 0.15% of portfolio
3,717
Q3 2024 Added 0.81%
$0
$320,000 0.15% of portfolio
5,136
Q2 2024 Reduced 1.34%
$0
$299,000 0.14% of portfolio
8,896
Q3 2024 Reduced 18.29%
$756B
$251,000 0.12% of portfolio
284
Q2 2024 New
$1.17T
$250,000 0.12% of portfolio
1,510
Q3 2024 Reduced 3.51%

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $210 Million
  • Prior Value $193 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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