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  Name: BCK Partners Inc.
  City: CORNING
  State: NY
  Zip: 14830
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $186,862,000
  Total Value Change : $10,721,000
  Securities Held Change : 1
   
All Securities Held : 29
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 12
  Unchanged Positions : 5
  Decreased Positions : 11

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Holdings Found : 29     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 1 - $491.44 $49,380,000 102,726 26.43% 3,685,000 -1,888 0.011    Closed - End Fund - E...
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 2 - $77.21 $41,760,000 540,169 22.35% 1,646,000 21,703 0.13    N/A
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 3 - $243.28 $29,432,000 117,792 15.75% 1,980,000 -211 0.059    Closed - End Fund - E...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 4 - $219.80 $22,634,000 99,016 12.11% 1,467,000 -204 0.053    Closed - End Fund - E...
   (CIU)1 Year Chart         CIU iShares Barclays Intermedia... 5 - $51.42 $19,074,000 369,648 10.21% 591,000 14,213 0.057    Closed - End Fund - E...
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 6 - $39.82 $7,665,000 196,450 4.1% 542,000 3,723 0.022    Closed - End Fund - Debt
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 7 - $26.42 $3,198,000 126,651 1.71% 183,000 5,029 0.047    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 8 - $263.45 $1,693,000 6,513 0.91% 140,000 -35 0.001    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 9 - $411.08 $1,501,000 3,569 0.8% 239,000 32 0    Property & Casualty I...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 10 - $47.65 $1,406,000 28,550 0.75% -32,000 -1,885 0.002    Closed - End Fund - Debt
   (GLW)1 Year Chart         GLW Corning Inc 11 - $37.40 $1,062,000 32,229 0.57% 63,000 -580 0.004    Communication Equipment
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 12 - $36.64 $704,000 19,633 0.38% -21,000 -1,695 0.002    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 13 - $194.48 $656,000 3,828 0.35% -59,000 114 0    Personal Computers
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 14 - $537.41 $651,000 1,239 0.35% -12,000 -149 0    Closed - End Fund - E...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 15 - $501.92 $628,000 1,269 0.34% -26,000 27 0    Health Care Plans
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 16 - $146.42 $595,000 3,763 0.32% 46,000 262 0    Drug Manufacturers - ...
   (SCPB)1 Year Chart         SCPB Spdr Series Trust Term Corp... 17 - $29.66 $577,000 19,397 0.31% -290,000 -9,709 0.001    Closed - End Fund - Debt
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 18 - $65.31 $517,000 8,054 0.28% 44,000 -31 0.008    Closed - End Fund - E...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 19 - $185.00 $481,000 2,666 0.26% 150,000 486 0    Internet Software & S...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 20 - $424.52 $468,000 1,113 0.25% 72,000 60 0    Application Software
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 21 - $249.65 $401,000 1,575 0.21% 29,000 0 0.001    Railroads
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 22 - $221.75 $369,000 1,788 0.2% 79,000 0 0    Semiconductor Equipme...
   (ITR)1 Year Chart         ITR SPDR Series Trust 23 - $32.58 $356,000 10,887 0.19% -135,000 -4,056 0.001    Closed - End Fund - Debt
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 24 - $113.97 $341,000 2,930 0.18% 48,000 0 0    Integrated Oil & Gas
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 25 - $58.87 $316,000 5,206 0.17% 25,000 4,155 0.002    Closed - End Fund - E...
   (AMGN)1 Year Chart         AMGN Amgen Inc 26 - $305.69 $291,000 1,022 0.16% -3,000 0 0    Biotechnology
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 27 - $579.84 $255,000 439 0.14% 35,000 25 0    Medical Laboratories ...
   (NEE)1 Year Chart         NEE NextEra Energy 28 - $76.70 $227,000 3,552 0.12% 11,000 0 0    Electric Utilities
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 29 New $176.73 $224,000 1,484 0.12% 224,000 1,484 0    Search Engines & Info...

      29 Records Found
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