Bg Investment Services, Inc. Portfolio Holdings
Bg Investment Services, Inc.
- $89.9 Million
- Q1 2025
Bg Investment Services, Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $89.9 Million distributed in 35 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $27.3M, Fidelity Merrimack Str Tr Tota with a value of $13.1M, Ishares Tr with a value of $8.01M, Fidelity Covington Tr Blue Chi with a value of $5.52M, and Ishares Russell 1000 Val ETF with a value of $4.81M.
Examining the 13F form we can see an decrease of $7.44M in the current position value, from $97.4M to 89.9M.
Below you can find more details about Bg Investment Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$89.9 Million
ETFs: $82.7 Million
Technology: $3.08 Million
Consumer Cyclical: $1.22 Million
Financial Services: $1.19 Million
Healthcare: $1.02 Million
Communication Services: $543,000
Industrials: $159,000