The Analysis of BCWM, LLC's Holdings
Currently, BCWM, LLC holds 55 types of securities in its portfolio with a total value $334.0M. In the most recent quarter, they have increased their positions in KVUE (+665.0K shares, valued at $10.8M), AMZN (+7.4K shares, valued at $1.6M), LMT (+2.5K shares, valued at $1.3M); decreased their positions in MDT (-35.3K shares, valued at $3.4M), GNRC (-15.2K shares, valued at $2.5M), SWK (-34.0K shares, valued at $2.5M); initiated new positions in KVUE (+665.0K shares, valued at $10.8M), AOR (+3.6K shares, valued at $229.4K), IJR (+1.9K shares, valued at $229.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IAU ISHARES GOLD TR299.4K shares0.50%2025-09-302025-11-14
AVDE AMERICAN CENTY ETF TR265.9K shares5.26%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW109.5K shares4.11%2025-09-302025-11-14 SRE SEMPRA146.2K shares-0.14%2025-09-302025-11-14 WMT WALMART INC122.8K shares8.41%2025-09-302025-11-14 DHI D R HORTON INC69.6K shares-1.09%2025-09-302025-11-14 HD HOME DEPOT INC29.1K shares0.27%2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP22.9K shares12.33%2025-09-302025-11-14 DLR DIGITAL RLTY TR INC64.1K shares-0.45%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.34.7K shares-16.85%2025-09-302025-11-14 KVUE KENVUE INC665.0K sharesnew addition2025-09-302025-11-14 MSFT MICROSOFT CORP20.8K shares-6.66%2025-09-302025-11-14 NOC NORTHROP GRUMMAN CORP16.7K shares-10.35%2025-09-302025-11-14 GNRC GENERAC HLDGS INC57.3K shares-21.01%2025-09-302025-11-14 AAPL APPLE INC36.5K shares-1.01%2025-09-302025-11-14 GRMN GARMIN LTD36.6K shares2.05%2025-09-302025-11-14 SWK STANLEY BLACK & DECKER INC108.1K shares-23.94%2025-09-302025-11-14 MDT MEDTRONIC PLC82.4K shares-30.02%2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T39.6K shares0.63%2025-09-302025-11-14 AMZN AMAZON COM INC33.3K shares28.35%2025-09-302025-11-14 NVDA NVIDIA CORPORATION37.9K shares-8.90%2025-09-302025-11-14 META META PLATFORMS INC7.6K shares-4.80%2025-09-302025-11-14 MO ALTRIA GROUP INC84.0K shares0.45%2025-09-302025-11-14 USB US BANCORP DEL112.3K shares0.62%2025-09-302025-11-14 INDA ISHARES TR103.1K shares3.84%2025-09-302025-11-14 PEP PEPSICO INC37.3K shares0.62%2025-09-302025-11-14 CVX CHEVRON CORP NEW33.5K shares0.47%2025-09-302025-11-14 PFE PFIZER INC199.6K shares1.55%2025-09-302025-11-14 MRK MERCK & CO INC60.6K shares2.01%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC114.8K shares0.85%2025-09-302025-11-14 BMY BRISTOL-MYERS SQUIBB CO107.8K shares1.60%2025-09-302025-11-14 TGT TARGET CORP52.2K shares0.64%2025-09-302025-11-14 UPS UNITED PARCEL SERVICE INC50.2K shares4.30%2025-09-302025-11-14 VNM VANECK ETF TRUST211.8K shares-18.58%2025-09-302025-11-14 FXI ISHARES TR91.2K shares-9.63%2025-09-302025-11-14 EWM ISHARES INC144.1K shares8.30%2025-09-302025-11-14 EWZ ISHARES INC120.5K shares-4.66%2025-09-302025-11-14 ECH ISHARES INC112.2K shares-3.28%2025-09-302025-11-14 EIDO ISHARES TR187.5K shares15.11%2025-09-302025-11-14 SCHV SCHWAB STRATEGIC TR68.3K shares1.36%2025-09-302025-11-14 SCHZ SCHWAB STRATEGIC TR83.5K shares14.17%2025-09-302025-11-14 LQD ISHARES TR17.4K shares5.55%2025-09-302025-11-14 VCIT VANGUARD SCOTTSDALE FDS22.9K shares3.25%2025-09-302025-11-14 AOA ISHARES TR10.3K shares-0.09%2025-09-302025-11-14 SCHM SCHWAB STRATEGIC TR28.0K shares-4.23%2025-09-302025-11-14 SCHF SCHWAB STRATEGIC TR31.8K shares-0.02%2025-09-302025-11-14 SCHE SCHWAB STRATEGIC TR21.2K shares15.86%2025-09-302025-11-14 PFF ISHARES TR18.9K shares-3.01%2025-09-302025-11-14 EDV VANGUARD WORLD FD8.1K shares-19.92%2025-09-302025-11-14 ZROZ PIMCO ETF TR8.0K shares3.92%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO2.7K shares-3.63%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC1.7K shares-16.07%2025-09-302025-11-14 AOR ISHARES TR3.6K sharesnew addition2025-09-302025-11-14 IJR ISHARES TR1.9K sharesnew addition2025-09-302025-11-14 IJH ISHARES TR3.5K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available