BCWM, LLC
57 holdingsFiling period: 2026-03-31Current AUM: $366.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVDE | AMERICAN CENTY ETF TR | 248.8K | $21.1M | $22.7M | 6.19% | -20,838 | 2026-03-31 |
| 2 | IAU | ISHARES GOLD TR | 236.7K | $20.9M | $18.0M | 4.92% | -61,513 | 2026-03-31 |
| 3 | DUK | DUKE ENERGY CORP NEW | 114.9K | $15.0M | $14.4M | 3.93% | +2.8K | 2026-03-31 |
| 4 | DLR | DIGITAL RLTY TR INC | 67.6K | $12.2M | $12.8M | 3.48% | +2.4K | 2026-03-31 |
| 5 | HD | HOME DEPOT INC | 36.0K | $11.8M | $12.0M | 3.26% | +5.6K | 2026-03-31 |
| 6 | SRE | SEMPRA | 119.5K | $11.6M | $10.6M | 2.88% | -28,012 | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 53.4K | $11.1M | $14.5M | 3.96% | +8.2K | 2026-03-31 |
| 8 | META | META PLATFORMS INC | 18.6K | $10.6M | $10.3M | 2.82% | +2.4K | 2026-03-31 |
| 9 | — | GARMIN LTD | 45.1K | $10.5M | $10.5M | 2.85% | -6,906 | 2026-03-31 |
| 10 | SONY | SONY GROUP CORP | 489.0K | $10.1M | $11.4M | 3.10% | -- | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 26.7K | $9.9M | $12.4M | 3.38% | +8.5K | 2026-03-31 |
| 12 | KMI | KINDER MORGAN INC DEL | 290.7K | $9.7M | $9.4M | 2.55% | -- | 2026-03-31 |
| 13 | WMT | WALMART INC | 78.0K | $9.7M | $8.7M | 2.36% | +1.2K | 2026-03-31 |
| 14 | DHI | D R HORTON INC | 67.2K | $9.2M | $9.6M | 2.62% | -16,880 | 2026-03-31 |
| 15 | NOC | NORTHROP GRUMMAN CORP | 13.2K | $9.0M | $7.2M | 1.96% | -3,917 | 2026-03-31 |
| 16 | SWK | STANLEY BLACK & DECKER INC | 125.4K | $8.9M | $11.9M | 3.23% | +6.3K | 2026-03-31 |
| 17 | UNP | UNION PAC CORP | 35.7K | $8.7M | $10.4M | 2.84% | -- | 2026-03-31 |
| 18 | LMT | LOCKHEED MARTIN CORP | 14.1K | $8.5M | $8.2M | 2.24% | -9,188 | 2026-03-31 |
| 19 | GNRC | GENERAC HLDGS INC | 43.5K | $8.5M | $8.6M | 2.34% | -27,401 | 2026-03-31 |
| 20 | AAPL | APPLE INC | 33.0K | $8.4M | $10.2M | 2.78% | -3,564 | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 27.9K | $8.2M | $9.8M | 2.68% | -724 | 2026-03-31 |
| 22 | NVDA | NVIDIA CORPORATION | 44.0K | $7.7M | $8.8M | 2.41% | +5.5K | 2026-03-31 |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | 38.7K | $7.4M | $8.3M | 2.27% | -6,754 | 2026-03-31 |
| 24 | VZ | VERIZON COMMUNICATIONS INC | 140.2K | $7.0M | $6.6M | 1.79% | +24.9K | 2026-03-31 |
| 25 | CVX | CHEVRON CORPORATION | 33.5K | $6.9M | $6.6M | 1.80% | +9.8K | 2026-03-31 |
← Scroll →
Page 1 of 3