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CIK: 0001542165
Total reported value
$342.0M
$342.0M
51 檔
19.4%
The Q1 2025 SEC filing reveals that Bcwm, LLC held a total portfolio value of $342.0M, covering 51 public equity positions.
In Q1 2025, Bcwm, LLC displayed an active expansion posture, initiating 51 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IAU, AVDE, DUK) accounted for 19.4% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 6.13% | -0.59% | +28.75% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 5.56% | +0.20% | — | |
| 3 | DUK | Duke Energy CORP | Stock-Utilities | 3.87% | +0.04% | +0.18% | |
| 4 | SRE | Sempra | Stock-Utilities | 3.78% | +0.03% | +25.56% | |
| 5 | TGT | Target CORP | Stock-Consumer Disc | 3.75% | -1.83% | EXIT | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.65% | -0.02% | -1.69% | |
| 7 | MDT | Medtronic plc | Stock-Healthcare | 3.47% | — | +4.17% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 3.34% | +0.49% | -0.71% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 3.09% | -0.23% | -2.24% | |
| 10 | DHI | Dr Horton Inc | Stock-Consumer Disc | 3.08% | -0.05% | +32.06% | |
| 11 | NOC | Northrop Grumman CORP | Stock-Industrials | 3.07% | +0.03% | +0.36% | |
| 12 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.94% | +0.21% | +9.24% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.60% | +0.13% | +0.26% | |
| 14 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.59% | -0.36% | +13.70% | |
| 15 | GNRC | Generac Holdings Inc | Stock-Industrials | 2.57% | -0.35% | — | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 2.52% | — | -17.35% | |
| 17 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 2.44% | +0.30% | +11.13% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 2.35% | +0.11% | -1.37% | |
| 19 | GRMN | Garmin Ltd. | Stock-Tech | 2.22% | +0.17% | -15.76% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.20% | +0.25% | +1.32% | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 2.15% | — | -13.03% | |
| 22 | T | At&t Inc | Stock-Comm Services | 2.05% | +1.75% | NEW | |
| 23 | MO | Altria Group Inc | Stock-Consumer Staples | 1.99% | +0.05% | -5.92% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.91% | -0.21% | +13.93% | |
| 25 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.84% | +0.10% | -21.12% | |
| 26 | INDA | Ishares Msci India ETF | ETF-Other | 1.78% | +0.14% | +10.97% | |
| 27 | CVS | Cvs Health CORP | Stock-Healthcare | 1.67% | — | — | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.62% | -0.17% | — | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 1.57% | +0.06% | +11.25% | |
| 30 | USB | US Bancorp | Stock-Financials | 1.50% | -1.52% | -11.83% | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.37% | +0.37% | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | -0.85% | -3.01% | |
| 33 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.27% | -0.09% | -10.57% | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.25% | — | +0.68% | |
| 35 | ECH | Ishares Msci Chile ETF | ETF-Other | 1.21% | — | +4.27% | |
| 36 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.14% | — | — | |
| 37 | VNM | Vaneck Vietnam ETF | ETF-Other | 1.13% | +0.09% | +8.48% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | -0.13% | — | |
| 39 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 1.07% | -0.04% | +1.30% | |
| 40 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.92% | -0.20% | +11.30% | |
| 41 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.84% | — | +14.34% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.66% | — | +2.97% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.66% | — | +3.66% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.63% | — | +3.44% | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.62% | +0.08% | -69.86% | |
| 46 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.44% | +0.01% | +18.71% | |
| 47 | PFF | Ishares Preferred & Income S | ETF-Other | 0.26% | +0.01% | -20.98% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.24% | +0.04% | +1.29% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.22% | +0.04% | -95.95% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.18% | +0.02% | +2.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 2 | AVDE | Avantis International Equity | — | NEW | New buy |
| 3 | DUK | Duke Energy CORP | — | NEW | New buy |
| 4 | SRE | Sempra | — | NEW | New buy |
| 5 | TGT | Target CORP | — | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 7 | MDT | Medtronic plc | — | NEW | New buy |
| 8 | HD | Home Depot Inc | — | NEW | New buy |
| 9 | WMT | Walmart Inc | — | NEW | New buy |
| 10 | DHI | Dr Horton Inc | — | NEW | New buy |
| 11 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 12 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 13 | MSFT | Microsoft CORP | — | NEW | New buy |
| 14 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 15 | GNRC | Generac Holdings Inc | — | NEW | New buy |
| 16 | CRM | Salesforce Inc | — | NEW | New buy |
| 17 | SWK | Stanley Black & Decker Inc | — | NEW | New buy |
| 18 | AAPL | Apple Inc | — | NEW | New buy |
| 19 | GRMN | Garmin Ltd. | — | NEW | New buy |
| 20 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 21 | PM | Philip Morris International | — | NEW | New buy |
| 22 | T | At&t Inc | — | NEW | New buy |
| 23 | MO | Altria Group Inc | — | NEW | New buy |
| 24 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 25 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 26 | INDA | Ishares Msci India ETF | — | NEW | New buy |
| 27 | CVS | Cvs Health CORP | — | NEW | New buy |
| 28 | CVX | Chevron CORP | — | NEW | New buy |
| 29 | PFE | Pfizer Inc | — | NEW | New buy |
| 30 | USB | US Bancorp | — | NEW | New buy |
| 31 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 32 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 33 | FXI | Ishares China Large-cap ETF | — | NEW | New buy |
| 34 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | New buy |
| 35 | ECH | Ishares Msci Chile ETF | — | NEW | New buy |
| 36 | EWZ | Ishares Msci Brazil ETF | — | NEW | New buy |
| 37 | VNM | Vaneck Vietnam ETF | — | NEW | New buy |
| 38 | NVDA | Nvidia CORP | — | NEW | New buy |
| 39 | EWM | Ishares Msci Malaysia ETF | — | NEW | New buy |
| 40 | EIDO | Ishares Msci Indonesia ETF | — | NEW | New buy |
| 41 | ZBH | Zimmer Biomet Holdings Inc | — | NEW | New buy |
| 42 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | New buy |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | — | NEW | New buy |
| 45 | SCHV | Schwab US Large-cap Value | — | NEW | New buy |
| 46 | EDV | Vanguard Extended Dur Treas | — | NEW | New buy |
| 47 | PFF | Ishares Preferred & Income S | — | NEW | New buy |
| 48 | SCHM | Schwab US Mid Cap ETF | — | NEW | New buy |
| 49 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Bcwm, LLC reported a total U.S. public equity portfolio value of $342.0M across 51 disclosed positions in Q1 2025.
During Q1 2025, Bcwm, LLC's top holdings by market value included IAU (6.1%)、AVDE (5.6%)、DUK (3.9%). The largest single position, IAU, represented 6.1% of total portfolio value.
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Top New Position Initiated
IAU
市值: $17.6M
In Q1 2025, Bcwm, LLC made 51 total portfolio adjustments, initiating 51 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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