$250 Million is the total value of BCWM, LLC's 73 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMLC | New | VANECK VECTORS ETF TRjp morgan mkts | $6,968,000 | – | 200,810 | +100.0% | 2.78% | – |
| ALB | New | ALBEMARLE CORP | $6,228,000 | – | 88,447 | +100.0% | 2.49% | – |
| SLB | New | SCHLUMBERGER LTD | $2,984,000 | – | 75,078 | +100.0% | 1.19% | – |
| OXY | New | OCCIDENTAL PETE CORP | $2,812,000 | – | 55,925 | +100.0% | 1.12% | – |
| DOW | New | DOW INC | $2,735,000 | – | 55,462 | +100.0% | 1.09% | – |
| HTLF | New | HEARTLAND FINL USA INC | $1,066,000 | – | 23,828 | +100.0% | 0.43% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $200,000 | – | 3,126 | +100.0% | 0.08% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $201,000 | – | 1,203 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-13
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 | 2024-02-13 |
| 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 |
| 13F-HR | 2021-11-10 |
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.