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

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $89.9 Million
  • Prior Value $97.4 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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