$229 Million is the total value of BCWM, LLC's 71 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MO | New | ALTRIA GROUP INC | $2,520,000 | – | 44,374 | +100.0% | 1.10% | – |
| KHC | New | KRAFT HEINZ CO | $2,508,000 | – | 39,924 | +100.0% | 1.10% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $2,502,000 | – | 49,730 | +100.0% | 1.09% | – |
| PM | New | PHILIP MORRIS INTL INC | $2,446,000 | – | 30,296 | +100.0% | 1.07% | – |
| T | New | AT&T INC | $2,346,000 | – | 73,065 | +100.0% | 1.03% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $2,290,000 | – | 16,395 | +100.0% | 1.00% | – |
| QCOM | New | QUALCOMM INC | $2,232,000 | – | 39,766 | +100.0% | 0.98% | – |
| ABBV | New | ABBVIE INC | $2,216,000 | – | 23,916 | +100.0% | 0.97% | – |
| F | New | FORD MTR CO DEL | $2,213,000 | – | 199,877 | +100.0% | 0.97% | – |
| TGE | New | TALLGRASS ENERGY GP LP | $699,000 | – | 31,521 | +100.0% | 0.31% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $472,000 | – | 8,877 | +100.0% | 0.21% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $446,000 | – | 8,132 | +100.0% | 0.20% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $213,000 | – | 7,700 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 10.1% |
| WAL-MART STORIES INC | 42 | Q3 2023 | 3.7% |
| MICROSOFT CORP | 42 | Q3 2023 | 2.7% |
| APPLE INC | 42 | Q3 2023 | 3.0% |
| NEWMONT MNG CORP | 42 | Q3 2023 | 2.2% |
| ISHARES TR | 42 | Q3 2023 | 1.7% |
| SCHWAB STRETEGIC TR | 41 | Q3 2023 | 6.2% |
| DR HORTON INC | 41 | Q3 2023 | 3.6% |
| AT&T INC | 41 | Q3 2023 | 1.7% |
| SCHWAB STRATEGIC TR | 41 | Q3 2023 | 1.5% |
View BCWM, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-08 |
View BCWM, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.