Bg Investment Services, Inc. Purchases in Q1 2025

Bg Investment Services, Inc.

  • $89.9 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
68K
+ 96.92%
$39.97 - $48.7 $2.72M - $3.31M
138K $5.52M
IVV
Ishares Core S&P 500 ETF

ETFs
4.42K
+ 10.01%
$554.06 - $615.85 $2.45M - $2.72M
48.6K $27.3M
FDVV
Fidelity High Dividend ETF

ETFs
21.7K
+ 74.78%
$48.86 - $52.28 $1.06M - $1.14M
50.8K $2.52M
LMND
Lemonade, Inc.

Financial Services
26K
New
$30.77 - $38.56 $800K - $1M
26K $817K
FDHY
Fidelity Covington Trust High

ETFs
12.3K
+ 68.81%
$47.92 - $49.1 $591K - $606K
30.3K $1.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
992
New
$551.42 - $612.93 $547K - $608K
992 $554K
AAPL
Apple Inc.

Technology
2.71K
+ 79.58%
$209.68 - $247.1 $569K - $670K
6.12K $1.36M
HOOD
Robinhood Markets, Inc.

Technology
10.1K
New
$35.63 - $65.28 $360K - $660K
10.1K $420K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.57K
+ 20.62%
$56.17 - $59.71 $313K - $333K
32.6K $1.86M
FSMD
Fidelity Covington Tr Small Mi

ETFs
7.84K
+ 47.94%
$38.04 - $43.22 $298K - $339K
24.2K $947K
NVDA
Nvidia Corp

Technology
3.43K
+ 68.01%
$106.98 - $149.43 $367K - $513K
8.48K $919K
LLY
Eli Lilly & CO

Healthcare
268
New
$725.72 - $929.72 $194K - $249K
268 $221K
ACHR
Archer Aviation Inc.

Industrials
22.5K
New
$6.8 - $11.51 $153K - $258K
22.5K $159K
AMZN
Amazon Com Inc

Consumer Cyclical
720
+ 33.83%
$190.26 - $242.06 $137K - $174K
2.85K $541K
MSFT
Microsoft Corp

Technology
239
+ 30.33%
$375.39 - $447.2 $89.7K - $107K
1.03K $385K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.49K
+ 17.4%
$27.01 - $28.54 $40.2K - $42.5K
10K $280K
META
Meta Platforms, Inc.

Communication Services
81
+ 20.51%
$576.36 - $736.67 $46.7K - $59.7K
476 $274K
Fidelity Merrimack Str Tr
4.74K
New
N/A
4.74K $0
Fidelity Covington Trust
17.7K
+ 66.0%
N/A
44.6K $0
Fidelity Covington Trust
3.86K
+ 10.29%
N/A
41.3K $0
BAC
Bank Of America Corp

Financial Services
181
+ 2.09%
$39.61 - $47.74 $7.17K - $8.64K
8.84K $368K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
76
+ 3.31%
$507.05 - $563.67 $38.5K - $42.8K
2.37K $1.22M
TSLA
Tesla, Inc.

Consumer Cyclical
701
+ 36.55%
$222.15 - $428.22 $156K - $300K
2.62K $678K
Activity Summary
Buys All Purchases 24 New Holdings 7 Increased Positions 17 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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