Bck Partners, Inc. has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $160 Million distributed in 25 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 $40.3M, Vanguard Sht Term Corp Bd ETF with a value of $40.2M, Vanguard Mid Cap ETF with a value of $24M, Ishares Trust Ishares 5 10 Yea with a value of $18.9M, and Vanguard Small Cap ETF with a value of $16.9M.

Examining the 13F form we can see an decrease of $2.89M in the current position value, from $163M to 160M.

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

Portfolio value $160 Million
ETFs: $153 Million
Technology: $2.72 Million
Healthcare: $1.56 Million
Financial Services: $1.08 Million
Consumer Cyclical: $496,000
Industrials: $376,000
Energy: $375,000
Utilities: $246,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $160 Million
  • Prior Value $163 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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