Bg Investment Services, Inc. Portfolio Holdings by Sector
Bg Investment Services, Inc.
- $89.9 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV FBND IEFA FBCG IWD IGSB IWR IFRA 19 stocks |
$82,730
91.98% of portfolio
|
  9  
|
  10  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,359
1.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$919
1.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
LMND 1 stocks |
$817
0.91% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
HOOD MSFT 2 stocks |
$805
0.9% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$803
0.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$678
0.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$543
0.6% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$541
0.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$368
0.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$221
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
ACHR 1 stocks |
$159
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|