Investor Details
| Filer Name: | BCWM, LLC |
|---|---|
| CIK: | 1542165 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-12 |
| Number of Holdings: | 59 |
| Portfolio Value: | $0.28B |
Bcwm, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| SCHF | US | SCHWAB INTL EQUITY ETF | 782,608 | $14M | 5.16% | 99.3% | - |
| TGT | US | TARGET CORP | 85,274 | $12M | 4.11% | 29.9% | - |
| IAU | US | ISHARES GOLD TRUST | 232,432 | $12M | 4.10% | -3.2% | - |
| CRM | US | SALESFORCE INC | 32,709 | $11M | 3.90% | 100.0% | - |
| SRE | US | SEMPRA | 121,300 | $11M | 3.79% | -15.4% | - |
| JPM | US | JPMORGAN CHASE & CO | 43,504 | $10M | 3.71% | -5.1% | - |
| HD | US | HOME DEPOT INC | 26,443 | $10M | 3.66% | -3.8% | - |
| DUK | US | DUKE ENERGY CORP | 91,100 | $10M | 3.50% | -5.7% | - |
| WMT | US | WALMART INC | 103,534 | $9M | 3.33% | -19.0% | - |
| MDT | US | MEDTRONIC PLC | 106,656 | $9M | 3.04% | -6.2% | - |
| LMT | US | LOCKHEED MARTIN CORP | 17,342 | $8M | 3.00% | -10.3% | - |
| MSFT | US | MICROSOFT CORP | 19,888 | $8M | 2.99% | 2.0% | - |
| DLR | US | DIGITAL REALTY TRUST INC | 45,727 | $8M | 2.89% | -4.6% | - |
| NOC | US | NORTHROP GRUMMAN CORP | 17,175 | $8M | 2.87% | 1.1% | - |
| AAPL | US | APPLE INC | 30,917 | $8M | 2.76% | -23.7% | - |
| DHI | US | DR HORTON INC | 52,818 | $7M | 2.63% | -0.7% | - |
| GRMN | US | GARMIN LTD | 34,855 | $7M | 2.56% | -10.8% | - |
| SWK | US | STANLEY BLACK & DECKER INC | 82,065 | $7M | 2.35% | -17.4% | - |
| RSP | US | INVESCO S&P 500 EQUAL WEIGHT | 35,991 | $6M | 2.25% | 14.5% | - |
| BMY | US | BRISTOL-MYERS SQUIBB CO | 110,279 | $6M | 2.22% | -3.0% | - |