BCWM, LLC
CIK 1542165 · Holdings on Dec 31, 2024 · First reported Feb 12, 2025
Top ten holdings
Q4 2024- SCHF5.16%
- TGT4.11%
- IAU4.10%
- CRM3.90%
- SRE3.79%
- JPM3.71%
- HD3.66%
- DUK3.50%
- WMT3.33%
- MDT3.04%
Share classes counted separately38.30%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $14.48M | 5.16% | 782.61K shares | Prior unavailable +390.02K (+99.30%) | Added | ↗▾ |
| 02 | TGTTARGET CORP View history and evidence | $11.53M | 4.11% | 85.27K shares | Prior unavailable +19.64K (+29.90%) | Added | ↗▾ |
| 03 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $11.51M | 4.10% | 232.43K shares | Prior unavailable -7.75K (-3.20%) | Reduced | ↗▾ |
| 04 | CRMSALESFORCE INC View history and evidence | $10.94M | 3.90% | 32.71K shares | Prior unavailable +32.71K | New | ↗▾ |
| 05 | SRESEMPRA View history and evidence | $10.64M | 3.79% | 121.30K shares | Prior unavailable -22.02K (-15.40%) | Reduced | ↗▾ |
| 06 | JPMJPMORGAN CHASE & CO View history and evidence | $10.43M | 3.71% | 43.50K shares | Prior unavailable -2.36K (-5.10%) | Reduced | ↗▾ |
| 07 | HDHOME DEPOT INC View history and evidence | $10.29M | 3.66% | 26.44K shares | Prior unavailable -1.05K (-3.80%) | Reduced | ↗▾ |
| 08 | DUKDUKE ENERGY CORPCOM NEW View history and evidence | $9.82M | 3.50% | 91.10K shares | Prior unavailable -5.46K (-5.70%) | Reduced | ↗▾ |
| 09 | WMTWALMART INC View history and evidence | $9.35M | 3.33% | 103.53K shares | Prior unavailable -24.31K (-19.00%) | Reduced | ↗▾ |
| 10 | MDTMEDTRONIC PLCSHS View history and evidence | $8.52M | 3.04% | 106.66K shares | Prior unavailable -7.01K (-6.20%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DEO DIAGEO PLC-SPONSORED ADR | Non-derivative | -62,851 | -$7.92M | SEC filing ↗ | SEC filing ↗ |
| ALB ALBEMARLE CORP | Non-derivative | -41,601 | -$3.97M | SEC filing ↗ | SEC filing ↗ |
| SCHB SCHWAB US BROAD MARKET ETF | Non-derivative | -5,948 | -$373.95K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1542165 · Period Dec 31, 2024
Data loaded Oct 15, 2026 · First reported Feb 12, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5295994
}Research all 59 reported holdings.
This page includes 30 of 59 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 59 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1542165","quarter":"2024Q4","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1542165","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.