BL
| |
BCWM, LLC13F | |
| BCWM, LLC | |
| Last update 2025-05-15 | 51 Stocks (7 new) |
| Value $288.00 Mil | Turnover 21 % |
BCWM, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAU | iShares Gold Trust | 299,257 | 17,644.2 | +28.75% | 6.130 | +1.37% | 0.040 | -0.77% | +29.45% | 48,418.8 | ||
AVDE | Avantis International Equity ETF | 241,204 | 15,984.6 | New Holding | 5.560 | +5.56% | 0.260 | +14.20% | +22.91% | 7,488.1 | ||
DUK | Duke Energy Corp | 91,268 | 11,132.0 | +0.18% | 3.870 | +0.01% | 0.010 | +0.62% | +13.27% | 93,138.7 | Utilities - Regulated | |
SRE | Sempra | 152,306 | 10,868.6 | +25.56% | 3.780 | +0.77% | 0.020 | +12.48% | -8.83% | 51,241.0 | Utilities - Regulated | |
TGT | Target Corp | 103,475 | 10,798.6 | +21.34% | 3.750 | +0.66% | 0.020 | +9.70% | -23.25% | 46,213.6 | Retail - Defensive | |
JPM | JPMorgan Chase & Co | 42,767 | 10,490.6 | -1.69% | 3.650 | -0.06% | 0.000 | +27.68% | +23.35% | 800,072.7 | Banks | |
MDT | Medtronic PLC | 111,108 | 9,984.2 | +4.17% | 3.470 | +0.14% | 0.010 | +10.57% | +14.12% | 114,929.4 | Medical Devices & Instruments | |
HD | The Home Depot Inc | 26,256 | 9,622.4 | -0.71% | 3.340 | -0.03% | 0.000 | +5.59% | -5.23% | 362,193.6 | Retail - Cyclical | |
WMT | Walmart Inc | 101,217 | 8,885.8 | -2.24% | 3.090 | -0.07% | 0.000 | +3.78% | +6.44% | 763,486.6 | Retail - Defensive | |
DHI | D.R. Horton Inc | 69,754 | 8,867.9 | +32.06% | 3.080 | +0.75% | 0.020 | +9.01% | -5.57% | 40,308.3 | Homebuilding & Construction |
BCWM, LLC's Historical Top Holdings Breakdowns
BCWM, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVDE | Avantis International Equity ETF | 2025-03-31 | New Buy New Buy | +5.56% | 60.63 ($65.05) 68.55 | $74.14 | 13.97% | New holding | 241,204 | 241,204 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Reduce Reduce | -4.95% | 18.36 ($19.62) 20.51 | $22.08 | 12.54% | Reduce -95.95% | 31,703 | -750,905 | |
GNRC | Generac Holdings Inc | 2025-03-31 | New Buy New Buy | +2.57% | 126.65 ($143.47) 164.06 | $150.25 | 4.73% | New holding | 58,414 | 58,414 | |
CVS | CVS Health Corp | 2025-03-31 | New Buy New Buy | +1.67% | 44.22 ($59.84) 68.64 | $61.64 | 3.01% | New holding | 70,802 | 70,802 | |
CVX | Chevron Corp | 2025-03-31 | New Buy New Buy | +1.62% | 146.71 ($156.54) 167.97 | $149.68 | -4.38% | New holding | 27,840 | 27,840 | |
SCHV | Schwab U.S. Large-Cap Value ETF | 2025-03-31 | Reduce Reduce | -1.45% | 25.77 ($26.84) 27.6 | $27.96 | 4.17% | Reduce -69.86% | 67,263 | -155,874 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +1.37% | 49.74 ($54.09) 58.96 | $64.09 | 18.49% | Add 28.75% | 299,257 | 66,825 | |
UPS | United Parcel Service Inc | 2025-03-31 | New Buy New Buy | +1.37% | 109.66 ($119.57) 136.26 | $98.90 | -17.29% | New holding | 35,962 | 35,962 | |
F | Ford Motor Co | 2025-03-31 | Sold Out Sold Out | -1.31% | 9.12 ($9.77) 10.43 | $11.31 | 15.76% | Sold Out | 0 | -370,362 | |
AMT | American Tower Corp | 2025-03-31 | Sold Out Sold Out | -1.19% | 173.46 ($196.17) 217.6 | $226.50 | 15.46% | Sold Out | 0 | -18,267 |
BCWM, LLC Total Holding History ($B)
BCWM, LLC's Asset Allocation
BCWM, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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BCWM, LLC's Hypothetical Growth since 2025-03-31
BCWM, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BCWM, LLC's Holdings Heat Map
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BCWM, LLC's Holdings Bubble Chart
BCWM, LLC News
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