$247 Million is the total value of BCWM, LLC's 67 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $2,672,000 | -7.1% | 20,651 | 0.0% | 1.08% | -6.0% | |
| HTLF | HEARTLAND FINL USA INC | $1,066,000 | 0.0% | 23,828 | 0.0% | 0.43% | +1.2% | |
| PG | PROCTER & GAMBLE CO | $479,000 | +13.2% | 3,855 | 0.0% | 0.19% | +14.8% | |
| CFFN | CAPITOL FED FINL INC | $295,000 | 0.0% | 21,400 | 0.0% | 0.12% | +0.8% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $220,000 | -0.9% | 7,700 | 0.0% | 0.09% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $205,000 | +2.0% | 1,203 | 0.0% | 0.08% | +3.8% | |
| ET | ENERGY TRANSFER LP | $196,000 | -7.1% | 14,963 | 0.0% | 0.08% | -6.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-13
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.