BCWM, LLC

Q4 2024 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    59

  • Value ($000)

    $280,715

  • Date Filed
    02/12/2025
  • Form type
    13F-HR
  • CIK
    0001542165
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$14.48M
5 %

782,608

DYH
DYH

TARGET CORP

COM
87612E106
$11.53M
4 %

85,274

IAU
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$11.51M
4 %

232,432

CRM
CRM

SALESFORCE INC

COM
79466L302
$10.94M
4 %

32,709

SRE
SRE

SEMPRA

COM
816851109
$10.64M
4 %

121,300

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$10.43M
4 %

43,504

HD
HD

HOME DEPOT INC

COM
437076102
$10.29M
4 %

26,443

DUK
DUK

DUKE ENERGY CORP NEW

COM NEW
26441C204
$9.82M
4 %

91,100

WMT
WMT

WALMART INC

COM
931142103
$9.35M
3 %

103,534

MDT
MDT

MEDTRONIC PLC

SHS
G5960L103
$8.52M
3 %

106,656

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