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The Analysis of BCWM, LLC's Holdings & P&L

Currently, BCWM, LLC holds 57 types of securities in its portfolio with a total value $352.8M. In the most recent quarter, they have increased their positions in SONY (+489.0K shares, valued at $10.1M), KMI (+290.7K shares, valued at $9.7M), UNP (+35.7K shares, valued at $8.7M); decreased their positions in LMT (-9.2K shares, valued at $5.6M), N/A (-61.5K shares, valued at $5.4M), GNRC (-27.4K shares, valued at $5.4M); initiated new positions in SONY (+489.0K shares, valued at $10.1M), KMI (+290.7K shares, valued at $9.7M), UNP (+35.7K shares, valued at $8.7M).

1M P&L

-1.5M-0.52%

3M P&L

-5.5M-1.88%

HY P&L

+30.7M+11.90%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A65.4M

24.7%

2Aerospace & Defense21.0M

7.9%

3Discount Stores13.9M

5.2%

Top Industries by Stock Count

1N/A23 stocks

46.0%

2Aerospace & Defense2 stocks

4.0%

3Discount Stores2 stocks

4.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVDE AMERICAN CENTY ETF TR248.8K shares-7.73%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR236.7K shares-20.63%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW114.9K shares2.47%2026-03-312026-05-14

DLR DIGITAL RLTY TR INC67.6K shares3.64%2026-03-312026-05-14

HD HOME DEPOT INC36.0K shares18.53%2026-03-312026-05-14

SRE SEMPRA119.5K shares-18.99%2026-03-312026-05-14

AMZN AMAZON COM INC53.4K shares18.01%2026-03-312026-05-14

META META PLATFORMS INC18.6K shares14.69%2026-03-312026-05-14

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GRMN GARMIN LTD45.1K shares-13.28%2026-03-312026-05-14

SONY SONY GROUP CORP489.0K sharesnew addition2026-03-312026-05-14

MSFT MICROSOFT CORP26.7K shares46.36%2026-03-312026-05-14

KMI KINDER MORGAN INC DEL290.7K sharesnew addition2026-03-312026-05-14

WMT WALMART INC78.0K shares1.62%2026-03-312026-05-14

DHI D R HORTON INC67.2K shares-20.07%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP13.2K shares-22.82%2026-03-312026-05-14

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC125.4K shares5.33%2026-03-312026-05-14

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UNP UNION PAC CORP35.7K sharesnew addition2026-03-312026-05-14

GNRC GENERAC HLDGS INC43.5K shares-38.63%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP14.1K shares-39.50%2026-03-312026-05-14

AAPL APPLE INC33.0K shares-9.75%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO27.9K shares-2.53%2026-03-312026-05-14

NVDA NVIDIA CORPORATION44.0K shares14.19%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T38.7K shares-14.86%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC140.2K shares21.64%2026-03-312026-05-14

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CVX CHEVRON CORPORATION33.5K shares41.50%2026-03-312026-05-14

TGT TARGET CORP53.2K shares-1.95%2026-03-312026-05-14

MO ALTRIA GROUP INC95.5K shares11.16%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO102.6K shares-6.29%2026-03-312026-05-14

PFE PFIZER INC219.7K shares10.04%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC51.1K shares-16.40%2026-03-312026-05-14

PEP PEPSICO INC38.9K shares2.95%2026-03-312026-05-14

INDA ISHARES TR119.9K shares14.09%2026-03-312026-05-14

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USB US BANCORP107.3K shares-6.14%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC52.3K shares4.13%2026-03-312026-05-14

THD ISHARES INC59.7K sharesnew addition2026-03-312026-05-14

EWM ISHARES INC134.5K shares-7.98%2026-03-312026-05-14

EPHE ISHARES TR144.5K sharesnew addition2026-03-312026-05-14

FXI ISHARES TR94.7K shares1.92%2026-03-312026-05-14

VNM VANECK ETF TRUST194.6K shares-9.35%2026-03-312026-05-14

EIDO ISHARES TR200.3K shares7.93%2026-03-312026-05-14

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SCHV SCHWAB STRATEGIC TR68.4K shares-4.10%2026-03-312026-05-14

SCHZ SCHWAB STRATEGIC TR87.9K shares1.45%2026-03-312026-05-14

LQD ISHARES TR18.4K shares1.83%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS24.1K shares1.56%2026-03-312026-05-14

AOA ISHARES TR10.2K shares0.38%2026-03-312026-05-14

SCHM SCHWAB STRATEGIC TR27.0K shares-8.41%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR31.8K shares-0.06%2026-03-312026-05-14

HTFL HEARTFLOW INC31.3K shares0.55%2026-03-312026-05-14

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SCHE SCHWAB STRATEGIC TR20.4K shares-7.35%2026-03-312026-05-14

EDV VANGUARD WORLD FD7.9K shares0.21%2026-03-312026-05-14

ZROZ PIMCO ETF TR6.9K shares6.23%2026-03-312026-05-14

PFF ISHARES TR14.5K shares-23.45%2026-03-312026-05-14

PG PROCTER & GAMBLE CO2.7K shares0.00%2026-03-312026-05-14

IJR ISHARES TR2.3K shares11.89%2026-03-312026-05-14

IJH ISHARES TR4.2K shares-7.52%2026-03-312026-05-14

AOR ISHARES TR3.5K shares-2.81%2026-03-312026-05-14

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VMBS VANGUARD SCOTTSDALE FDS4.3K sharesnew addition2026-03-312026-05-14

AVDE

AMERICAN CENTY ETF TR

-7.73%

Shares248.8K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

-20.63%

Shares236.7K

Event2026-03-31

Filed2026-05-14

DUKE ENERGY CORP NEW

2.47%

Shares114.9K

Event2026-03-31

Filed2026-05-14

DLR

DIGITAL RLTY TR INC

3.64%

Shares67.6K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

18.53%

Shares36.0K

Event2026-03-31

Filed2026-05-14

SRE

SEMPRA

-18.99%

Shares119.5K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

18.01%

Shares53.4K

Event2026-03-31

Filed2026-05-14