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 Market Cap. of $300 Millions to $2 Billions

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

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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