Bg Investment Services, Inc. Portfolio Holdings
Bg Investment Services, Inc.
- $95.1 Million
- Q3 2025
Bg Investment Services, Inc. has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $95.1 Million distributed in 45 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $15.9M, Ishares Core S&P 500 ETF with a value of $13.9M, Fidelity Covington Tr Blue Chi with a value of $12.9M, Ishares Tr with a value of $7.03M, and Fidelity High Dividend ETF with a value of $4.22M.
Examining the 13F form we can see an increase of $19.5M in the current position value, from $75.6M to 95.1M.
Below you can find more details about Bg Investment Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$95.1 Million
ETFs: $83.4 Million
Technology: $5.76 Million
Consumer Cyclical: $2.44 Million
Communication Services: $1.69 Million
Healthcare: $788,000
Financial Services: $769,000
Energy: $230,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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