Bg Investment Services, Inc. Top Holdings and 13F Report (2025) About Bg Investment Services, Inc.Investment ActivityBg Investment Services, Inc. has $92.84 million in total holdings as of March 31, 2025.Bg Investment Services, Inc. owns shares of 35 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 13.32% of the portfolio was purchased this quarter.About 18.68% of the portfolio was sold this quarter.This quarter, Bg Investment Services, Inc. has purchased 29 new stocks and bought additional shares in 17 stocks.Bg Investment Services, Inc. sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $27,322,632Fidelity Total Bond ETF $13,049,122iShares Core MSCI EAFE ETF $8,009,411Fidelity Blue Chip Growth ETF $5,505,549iShares Russell 1000 Value ETF $4,808,663 Largest New Holdings this Quarter 52567D107 - Lemonade $817,180 Holding78462F103 - SPDR S&P 500 ETF Trust $554,674 Holding770700102 - Robinhood Markets $420,903 Holding02079K305 - Alphabet $269,175 Holding316188879 - Fidelity Tactical Bond ETF $231,654 Holding Largest Purchases this Quarter Fidelity Blue Chip Growth ETF 67,978 shares (about $2.71M)iShares Core S&P 500 ETF 4,423 shares (about $2.49M)Fidelity High Dividend ETF 21,734 shares (about $1.08M)Lemonade 26,000 shares (about $817.18K)Apple 2,712 shares (about $602.45K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 62,777 shares (about $4.75M)iShares Core U.S. Aggregate Bond ETF 30,776 shares (about $3.04M)iShares 1-5 Year Investment Grade Corporate Bond ETF 52,247 shares (about $2.74M)iShares Russell 1000 Value ETF 12,650 shares (about $2.38M)iShares U.S. Infrastructure ETF 32,480 shares (about $1.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBg Investment Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$27,322,632$2,485,306 ▲10.0%48,62529.4%ETFFBNDFidelity Total Bond ETF$13,049,122$37,742 ▼-0.3%285,93114.1%ETFIEFAiShares Core MSCI EAFE ETF$8,009,411$4,749,061 ▼-37.2%105,8758.6%ETFFBCGFidelity Blue Chip Growth ETF$5,505,549$2,709,783 ▲96.9%138,1135.9%ETFIWDiShares Russell 1000 Value ETF$4,808,663$2,380,247 ▼-33.1%25,5565.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,266,491$2,736,190 ▼-45.6%62,3733.5%ManufacturingIWRiShares Russell Mid-Cap ETF$3,066,686$797,446 ▼-20.6%36,0493.3%ETFIFRAiShares U.S. Infrastructure ETF$2,542,617$1,463,870 ▼-36.5%56,4152.7%ETFFDVVFidelity High Dividend ETF$2,517,281$1,077,065 ▲74.8%50,7962.7%ETFIWMiShares Russell 2000 ETF$2,513,017$1,117,561 ▼-30.8%12,5972.7%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,957,531$3,044,367 ▼-60.9%19,7892.1%FinanceJEPIJPMorgan Equity Premium Income ETF$1,863,195$318,494 ▲20.6%32,6082.0%ETFFDHYFidelity High Yield Factor ETF$1,453,629$592,543 ▲68.8%30,2751.6%ETFFIDELITY COVINGTON TRUST$1,395,871$554,997 ▲66.0%44,5701.5%ENHANCED MIDAAPLApple$1,359,501$602,446 ▲79.6%6,1201.5%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,343,737$539,057 ▼-28.6%17,0331.4%ETFFIDELITY COVINGTON TRUST$1,228,525$114,644 ▲10.3%41,3101.3%ENHANCED INTLVOOVanguard S&P 500 ETF$1,217,657$39,064 ▲3.3%2,3691.3%ETFFSMDFidelity Small-Mid Multifactor ETF$946,835$306,819 ▲47.9%24,1941.0%ETFNVDANVIDIA$934,056$378,094 ▲68.0%8,4811.0%Computer and TechnologyLMNDLemonade$817,180$817,180 ▲New Holding26,0000.9%FinanceUNHUnitedHealth Group$803,181$28,274 ▼-3.4%1,5340.9%MedicalTSLATesla$708,295$189,582 ▲36.5%2,6190.8%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$554,674$554,674 ▲New Holding9920.6%FinanceAMZNAmazon.com$541,795$136,971 ▲33.8%2,8480.6%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$502,569$135,087 ▼-21.2%9,3120.5%ETFHOODRobinhood Markets$420,903$420,903 ▲New Holding10,1130.5%FinanceMSFTMicrosoft$385,563$89,727 ▲30.3%1,0270.4%Computer and TechnologyBACBank of America$368,733$7,553 ▲2.1%8,8360.4%FinanceSCHDSchwab US Dividend Equity ETF$280,848$41,631 ▲17.4%10,0450.3%ETFMETAMeta Platforms$274,365$46,688 ▲20.5%4760.3%Computer and TechnologyGOOGLAlphabet$269,175$269,175 ▲New Holding1,7410.3%Computer and TechnologyFTBDFidelity Tactical Bond ETF$231,654$231,654 ▲New Holding4,7380.2%ETFLLYEli Lilly and Company$221,095$221,095 ▲New Holding2680.2%MedicalACHRArcher Aviation$159,620$159,620 ▲New Holding22,4500.2%AerospaceXOMExxon Mobil$0$311,495 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
