BCWM, LLC Diversified Active

CIK: 0001542165 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 13, 2014

Total Value ($000): $189,942 (100.0% shares, 0.0% debt)

Holdings (81)

SCHE SCHWAB STRATEGIC TR 6.1%
Value ($000) $11,499 Shares 472,618 Est. Cost $23.77 Unrealized
NVDA NVIDIA CORP 2.8%
Value ($000) $5,268 Shares 294,162 Est. Cost $0.33 Unrealized +22.6%
MORGAN STANLEY EMER MKTS DEB 2.7%
Value ($000) $5,166 Shares 521,850 Est. Cost $10.08 Unrealized
WELLPOINT INC 2.7%
Value ($000) $5,157 Shares 51,800 Est. Cost $82.50 Unrealized
LEA LEAR CORP 2.6%
Value ($000) $4,960 Shares 59,240 Est. Cost $48.03 Unrealized +35.7%
BAC BANK OF AMERICA CORPORATION 2.5%
Value ($000) $4,717 Shares 274,233 Est. Cost $13.25 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 2.3%
Value ($000) $4,284 Shares 105,557 Est. Cost $38.89 Unrealized
GANNETT INC 2.1%
Value ($000) $4,010 Shares 145,276 Est. Cost $24.51 Unrealized
SCHF SCHWAB STRATEGIC TR 2.1%
Value ($000) $3,978 Shares 126,278 Est. Cost $27.24 Unrealized
SUNEDISON INC 2.1%
Value ($000) $3,909 Shares 207,463 Est. Cost $9.07 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 2.0%
Value ($000) $3,887 Shares 110,210 Est. Cost $22.30 Unrealized +21.6%
GLW CORNING INC 2.0%
Value ($000) $3,820 Shares 183,487 Est. Cost $10.50 Unrealized +31.6%
TRN TRINITY INDS INC 2.0%
Value ($000) $3,783 Shares 52,487 Est. Cost $10.24 Unrealized +59.6%
COP CONOCOPHILLIPS 2.0%
Value ($000) $3,777 Shares 53,685 Est. Cost $40.38 Unrealized +12.5%
NSC NORFOLK SOUTHERN CORP 2.0%
Value ($000) $3,771 Shares 38,812 Est. Cost $57.67 Unrealized +23.8%
INTC INTEL CORP 1.8%
Value ($000) $3,491 Shares 135,255 Est. Cost $17.18 Unrealized +8.7%
ARW ARROW ELECTRS INC 1.8%
Value ($000) $3,473 Shares 58,502 Est. Cost $39.31 Unrealized +38.5%
AVT AVNET INC 1.8%
Value ($000) $3,405 Shares 73,188 Est. Cost $33.23 Unrealized 0.0%
WMT WAL-MART STORES INC 1.8%
Value ($000) $3,379 Shares 44,215 Est. Cost $19.98 Unrealized -0.4%
PSX PHILLIPS 66 1.7%
Value ($000) $3,313 Shares 42,987 Est. Cost $40.46 Unrealized +23.1%
FLIR SYS INC 1.7%
Value ($000) $3,300 Shares 91,667 Est. Cost $28.02 Unrealized
CMI CUMMINS INC 1.7%
Value ($000) $3,268 Shares 21,935 Est. Cost $81.53 Unrealized +24.2%
AGCO Agco Corp 1.7%
Value ($000) $3,261 Shares 59,123 Est. Cost $42.13 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 1.7%
Value ($000) $3,235 Shares 62,267 Est. Cost $28.94 Unrealized +24.1%
DHI DR HORTON INC 1.7%
Value ($000) $3,216 Shares 148,560 Est. Cost $17.20 Unrealized +15.6%
VODAFONE GROUP PLC NEW 1.7%
Value ($000) $3,202 Shares 86,979 Est. Cost $28.75 Unrealized
EXC EXELON CORP 1.7%
Value ($000) $3,175 Shares 94,592 Est. Cost $14.51 Unrealized -4.9%
MSFT MICROSOFT CORP 1.6%
Value ($000) $3,024 Shares 73,766 Est. Cost $27.08 Unrealized +15.4%
T AT&T INC 1.6%
Value ($000) $2,996 Shares 85,424 Est. Cost $11.33 Unrealized -4.2%
ISHARES 1.5%
Value ($000) $2,763 Shares 155,997 Est. Cost $11.88 Unrealized
GLOBAL X FDS 1.4%
Value ($000) $2,599 Shares 105,767 Est. Cost $24.57 Unrealized
URS CORP NEW 1.4%
Value ($000) $2,591 Shares 55,060 Est. Cost $47.06 Unrealized
AZN ASTRAZENECA PLC 1.3%
Value ($000) $2,552 Shares 39,334 Est. Cost $47.30 Unrealized
FCX FREEPORT-MCMORAN COPPER & GO 1.3%
Value ($000) $2,508 Shares 75,844 Est. Cost $24.86 Unrealized +14.5%
ECH ISHARES 1.3%
Value ($000) $2,507 Shares 55,039 Est. Cost $45.55 Unrealized
ADM ARCHER DANIELS MIDLAND CO 1.3%
Value ($000) $2,452 Shares 56,521 Est. Cost $25.04 Unrealized +17.1%
AngloGold Ashanti Ltd 1.3%
Value ($000) $2,443 Shares 143,058 Est. Cost $13.96 Unrealized
C CITIGROUP INC 1.3%
Value ($000) $2,391 Shares 50,234 Est. Cost $36.63 Unrealized +1.2%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $2,374 Shares 24,166 Est. Cost $59.77 Unrealized +11.5%
TRW AUTOMOTIVE HLDGS CORP 1.2%
Value ($000) $2,324 Shares 28,471 Est. Cost $66.45 Unrealized
EWZ ISHARES 1.2%
Value ($000) $2,256 Shares 50,092 Est. Cost $43.91 Unrealized
ISHARES GOLD TRUST 1.1%
Value ($000) $2,014 Shares 161,865 Est. Cost $12.00 Unrealized
MARKET VECTORS ETF TR 1.0%
Value ($000) $1,945 Shares 81,067 Est. Cost $25.17 Unrealized
SCHB SCHWAB STRATEGIC TR 1.0%
Value ($000) $1,932 Shares 42,275 Est. Cost $38.91 Unrealized
BUNGE LIMITED 1.0%
Value ($000) $1,915 Shares 24,091 Est. Cost $70.76 Unrealized
HOSPITALITY PPTYS TR 1.0%
Value ($000) $1,853 Shares 64,522 Est. Cost $26.46 Unrealized
SIEGY SIEMENS AG 0.9%
Value ($000) $1,768 Shares 13,084 Est. Cost $101.68 Unrealized
TRONOX LTD 0.9%
Value ($000) $1,745 Shares 73,414 Est. Cost $20.32 Unrealized
WYNDHAM WORLDWIDE CORP 0.9%
Value ($000) $1,677 Shares 22,899 Est. Cost $57.21 Unrealized
ORBOTECH LTD 0.9%
Value ($000) $1,662 Shares 108,005 Est. Cost $12.47 Unrealized
BK BANK NEW YORK MELLON CORP 0.9%
Value ($000) $1,660 Shares 47,048 Est. Cost $24.75 Unrealized 0.0%
AAPL APPLE INC 0.9%
Value ($000) $1,641 Shares 3,058 Est. Cost $13.20 Unrealized +25.6%
OMNIVISION TECHNOLOGIES INC 0.8%
Value ($000) $1,612 Shares 91,084 Est. Cost $17.21 Unrealized
LQD ISHARES 0.8%
Value ($000) $1,578 Shares 13,494 Est. Cost $113.66 Unrealized
TDC TERADATA CORP DEL 0.8%
Value ($000) $1,539 Shares 31,282 Est. Cost $45.30 Unrealized -0.5%
ALLIANCEBERSTEIN GBL HGH IN 0.8%
Value ($000) $1,536 Shares 104,084 Est. Cost $15.02 Unrealized
F FORD MTR CO DEL 0.8%
Value ($000) $1,512 Shares 96,939 Est. Cost $7.61 Unrealized +10.1%
CSCO CICSO SYS INC 0.8%
Value ($000) $1,462 Shares 65,218 Est. Cost $15.31 Unrealized -0.0%
NEM NEWMONT MINING CORP 0.7%
Value ($000) $1,275 Shares 54,386 Est. Cost $24.54 Unrealized -24.9%
TEMPLETON GLOBAL INCOME FD 0.7%
Value ($000) $1,243 Shares 154,594 Est. Cost $8.64 Unrealized
TRIUMPH GROUP INC NEW 0.7%
Value ($000) $1,239 Shares 19,180 Est. Cost $64.60 Unrealized
PH PARKER HANNIFIN CORP 0.6%
Value ($000) $1,123 Shares 9,384 Est. Cost $98.49 Unrealized 0.0%
DOW CHEM CO 0.5%
Value ($000) $875 Shares 18,015 Est. Cost $32.17 Unrealized
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $743 Shares 9,213 Est. Cost $55.00 Unrealized +2.7%
GLD SPDR GOLD TRUST 0.4%
Value ($000) $731 Shares 5,916 Est. Cost $116.04 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.4%
Value ($000) $724 Shares 14,158 Est. Cost $50.31 Unrealized
BOARWALK PIPELINE PARTNERS 0.3%
Value ($000) $576 Shares 42,950 Est. Cost $13.41 Unrealized
POWERSHARES GLOBAL ETF TRUST 0.3%
Value ($000) $568 Shares 20,303 Est. Cost $27.30 Unrealized
DRAGONWAVE INC 0.3%
Value ($000) $552 Shares 394,200 Est. Cost $2.49 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $477 Shares 5,829 Est. Cost $49.85 Unrealized -10.2%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $390 Shares 7,280 Est. Cost $44.04 Unrealized
PROSPECT CAPITAL CORPORATION 0.2%
Value ($000) $389 Shares 370,000 Est. Cost $1.05 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.2%
Value ($000) $379 Shares 13,863 Est. Cost $26.34 Unrealized
SPDR SERIES TRUST 0.2%
Value ($000) $357 Shares 8,643 Est. Cost $39.51 Unrealized
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $355 Shares 10,760 Est. Cost $27.02 Unrealized
JOHNSON CTLS INC 0.2%
Value ($000) $303 Shares 6,401 Est. Cost $35.82 Unrealized
BIIB BIOGEN IDEC INC 0.1%
Value ($000) $282 Shares 923 Est. Cost $213.68 Unrealized +48.6%
AMGN AMGEN INC 0.1%
Value ($000) $272 Shares 2,208 Est. Cost $86.89 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $246 Shares 2,068 Est. Cost $71.30 Unrealized -1.3%
CENTURYLINK INC 0.1%
Value ($000) $221 Shares 6,727 Est. Cost $35.38 Unrealized
HLIT HARMONIC INC 0.0%
Value ($000) $87 Shares 12,225 Est. Cost $6.72 Unrealized 0.0%