Bg Investment Services, Inc. Portfolio Holdings
Bg Investment Services, Inc.
- $75.6 Million
- Q2 2025
Bg Investment Services, Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $75.6 Million distributed in 41 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 $13.5M, Fidelity Merrimack Str Tr Tota with a value of $11M, Fidelity Covington Tr Blue Chi with a value of $7.3M, Ishares Tr with a value of $6.5M, and Ishares Russell 1000 Val ETF with a value of $3.38M.
Examining the 13F form we can see an decrease of $14.4M in the current position value, from $89.9M to 75.6M.
Below you can find more details about Bg Investment Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$75.6 Million
ETFs: $66 Million
Technology: $4.49 Million
Consumer Cyclical: $1.55 Million
Communication Services: $1.27 Million
Financial Services: $1.14 Million
Healthcare: $677,000
Industrials: $244,000
Energy: $220,000
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|