$279 Million is the total value of BCWM, LLC's 67 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
JNJ | JOHNSON & JOHNSON | $3,012,000 | +12.7% | 20,651 | 0.0% | 1.08% | -0.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-06
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.