BHK Investment Advisors, LLC
RIA/Wealth
BHK Investment Advisors, LLC is a RIA/Wealth based in Birmingham, AL led by Meredyth Roberts Hazzard, reporting $755.8M in AUM as of Q3 2025 with 77% ETF concentration and 75% concentrated in top 10 holdings.
CEOMeredyth Roberts Hazzard
- Portfolio Value
- $267.7M
- Positions
- 67
- Top Holding
- MGK at 11.37%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BHK Investment Advisors, LLC's portfolio (75.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $30.4M | 11.37% | -$1.1M Sold | — 75.6K shares | |
ETF ETF | $27.9M | 10.41% | -$144.6K Sold | — 202.2K shares | |
Unknown Unknown | $25.3M | 9.45% | -$706.0K Sold | — 86.1K shares | |
ETF ETF | $25.3M | 9.43% | +$25.5K Bought | — 339.6K shares | |
ETF ETF | $24.8M | 9.28% | -$533.9K Sold | — 83.4K shares | |
ETF ETF | $24.4M | 9.13% | -$147.7K Sold | — 140.0K shares | |
ETF ETF | $24.3M | 9.08% | -$204.5K Sold | — 116.5K shares | |
Unknown Unknown | $7.5M | 2.80% | -$16.0K Sold | — 361.4K shares | |
ETF ETF | $6.1M | 2.26% | +$46.6K Bought | — 60.2K shares | |
Consumer Electronics Technology | $6.0M | 2.23% | -$25.5K Sold | 0.00% 23.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BHK Investment Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+8.25% | |
+3.25% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-11.47% | |
-10.1% | |
-8.96% | |
-3.34% | |
-2.72% |
Analytics
Portfolio insights and performance metrics for BHK Investment Advisors, LLC
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