The Analysis of BCWM, LLC's Holdings
Currently, BCWM, LLC holds 56 types of securities in its portfolio with a total value $334.0M. In the most recent quarter, they have increased their positions in META (+8.6K shares, valued at $5.7M), GRMN (+15.4K shares, valued at $3.1M), AMZN (+11.9K shares, valued at $2.8M); decreased their positions in WMT (-46.0K shares, valued at $5.1M), JPM (-6.1K shares, valued at $2.0M), CVX (-9.9K shares, valued at $1.5M); initiated new positions in HTFL (+31.1K shares, valued at $907.7K), GLD (+536 shares, valued at $212.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVDE AMERICAN CENTY ETF TR269.7K shares1.42%2025-12-312026-02-11
SRE SEMPRA147.5K shares0.90%2025-12-312026-02-11 DHI D R HORTON INC84.1K shares20.78%2025-12-312026-02-11 LMT LOCKHEED MARTIN CORP23.3K shares1.38%2025-12-312026-02-11 META META PLATFORMS INC16.2K shares112.99%2025-12-312026-02-11 GRMN GARMIN LTD52.0K shares42.03%2025-12-312026-02-11 AMZN AMAZON COM INC45.3K shares35.84%2025-12-312026-02-11 HD HOME DEPOT INC30.4K shares4.42%2025-12-312026-02-11 DLR DIGITAL RLTY TR INC65.3K shares1.74%2025-12-312026-02-11 AAPL APPLE INC36.5K shares0.10%2025-12-312026-02-11 NOC NORTHROP GRUMMAN CORP17.2K shares2.66%2025-12-312026-02-11 GNRC GENERAC HLDGS INC70.9K shares23.90%2025-12-312026-02-11 JPM JPMORGAN CHASE & CO.28.6K shares-17.55%2025-12-312026-02-11 MSFT MICROSOFT CORP18.3K shares-12.27%2025-12-312026-02-11 WMT WALMART INC76.7K shares-37.50%2025-12-312026-02-11 NVDA NVIDIA CORPORATION38.5K shares1.67%2025-12-312026-02-11 USB US BANCORP DEL114.4K shares1.82%2025-12-312026-02-11 BMY BRISTOL-MYERS SQUIBB CO109.5K shares1.57%2025-12-312026-02-11 INDA ISHARES TR105.1K shares1.96%2025-12-312026-02-11 PEP PEPSICO INC37.7K shares1.20%2025-12-312026-02-11 TGT TARGET CORP54.2K shares3.87%2025-12-312026-02-11 UPS UNITED PARCEL SERVICE INC50.2K shares0.02%2025-12-312026-02-11 PFE PFIZER INC199.7K shares0.02%2025-12-312026-02-11 MO ALTRIA GROUP INC85.9K shares2.31%2025-12-312026-02-11 VZ VERIZON COMMUNICATIONS INC115.2K shares0.40%2025-12-312026-02-11 ECH ISHARES INC113.4K shares0.99%2025-12-312026-02-11 VNM VANECK ETF TRUST214.7K shares1.35%2025-12-312026-02-11 EWM ISHARES INC146.2K shares1.43%2025-12-312026-02-11 EWZ ISHARES INC122.0K shares1.28%2025-12-312026-02-11 CVX CHEVRON CORP NEW23.7K shares-29.44%2025-12-312026-02-11 FXI ISHARES TR92.9K shares1.83%2025-12-312026-02-11 EIDO ISHARES TR185.6K shares-1.02%2025-12-312026-02-11 SCHV SCHWAB STRATEGIC TR71.3K shares4.39%2025-12-312026-02-11 SCHZ SCHWAB STRATEGIC TR86.7K shares3.85%2025-12-312026-02-11 LQD ISHARES TR18.1K shares3.56%2025-12-312026-02-11 VCIT VANGUARD SCOTTSDALE FDS23.7K shares3.85%2025-12-312026-02-11 AOA ISHARES TR10.2K shares-1.70%2025-12-312026-02-11 HTFL HEARTFLOW INC31.1K sharesnew addition2025-12-312026-02-11 SCHM SCHWAB STRATEGIC TR29.5K shares5.34%2025-12-312026-02-11 SCHF SCHWAB STRATEGIC TR31.8K shares0.00%2025-12-312026-02-11 SCHE SCHWAB STRATEGIC TR22.0K shares3.67%2025-12-312026-02-11 PFF ISHARES TR18.9K shares0.32%2025-12-312026-02-11 EDV VANGUARD WORLD FD7.9K shares-2.63%2025-12-312026-02-11 ZROZ PIMCO ETF TR6.5K shares-19.08%2025-12-312026-02-11 PG PROCTER AND GAMBLE CO2.7K shares0.00%2025-12-312026-02-11 IJH ISHARES TR4.5K shares29.55%2025-12-312026-02-11 PM PHILIP MORRIS INTL INC1.7K shares0.00%2025-12-312026-02-11 IJR ISHARES TR2.0K shares5.44%2025-12-312026-02-11 AOR ISHARES TR3.6K shares-0.14%2025-12-312026-02-11 GLD SPDR GOLD TR536 sharesnew addition2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available