13F-HR filed by BCWM, LLC
BCWM, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 51 holding rows worth $287,704,299.
- Accession
- 0001542165-25-000002
- Filer
- CIK 1542165
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 51 entries on the cover page, a total value of $287,704,299 stated on the cover page (in dollars after the unit check, H1), rows summing to $287,704,229 with VALUE read as dollars as filed, 13F file number 028-14912. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Gold Trust | 464285204 | COM | 299,257 | $17,644,193 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 241,204 | $15,984,589 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 91,268 | $11,132,000 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 152,306 | $10,868,560 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 103,475 | $10,798,611 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 42,767 | $10,490,624 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 111,108 | $9,984,175 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 26,256 | $9,622,423 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 101,217 | $8,885,824 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 69,754 | $8,867,855 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 17,237 | $8,825,633 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 18,945 | $8,462,753 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 19,939 | $7,484,973 | dollars as filed | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 51,992 | $7,449,920 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 58,414 | $7,398,133 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 27,033 | $7,254,501 | dollars as filed | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 91,196 | $7,011,144 | dollars as filed | |
| Apple Inc | 037833100 | COM | 30,492 | $6,773,178 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 29,361 | $6,375,112 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 36,467 | $6,317,178 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 38,963 | $6,184,557 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 208,194 | $5,887,712 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 95,281 | $5,718,747 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 121,094 | $5,492,823 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 86,989 | $5,305,464 | dollars as filed | |
| ISHARES TR | 46429B598 | MSCI INDIA ETF | 99,685 | $5,131,770 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 70,802 | $4,796,836 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 27,840 | $4,657,354 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 178,808 | $4,530,994 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 101,959 | $4,304,694 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 35,962 | $3,955,460 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 19,811 | $3,769,241 | dollars as filed | |
| ISHARES TR | 464287184 | CHINA LG-CAP ETF | 101,686 | $3,644,438 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 44,372 | $3,598,586 | dollars as filed | |
| ISHARES INC MSCI CHILE ETF | 464286640 | MSCI CHILE ETF | 117,007 | $3,489,155 | dollars as filed | |
| ISHARES INC MSCI BRAZIL ETF | 464286400 | MSCI BRAZIL ETF | 126,906 | $3,280,520 | dollars as filed | |
| VANECK ETF TRUST | 92189F817 | VANECK VIETNAM | 261,425 | $3,262,578 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 29,618 | $3,209,999 | dollars as filed | |
| ISHARES INC | 46434G814 | MSCI MLY ETF NEW | 133,160 | $3,073,335 | dollars as filed | |
| ISHARES TR | 46429B309 | MSCI INDONIA ETF | 162,221 | $2,644,194 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 21,457 | $2,428,503 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 23,199 | $1,896,733 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 17,381 | $1,889,129 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 78,301 | $1,813,451 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 67,263 | $1,787,851 | dollars as filed | |
| VANGUARD WORLD FD | 921910709 | EXTENDED DUR | 17,896 | $1,272,589 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 24,687 | $758,632 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 26,106 | $683,977 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 31,703 | $627,085 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 18,993 | $523,637 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,657 | $452,806 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001542165-25-000002 | this filing | 2025-05-15 | acceptance time not in the bulk data set |