Bg Investment Services, Inc. Top Holdings and 13F Report (2025) About Bg Investment Services, Inc.Investment ActivityBg Investment Services, Inc. has $99.29 million in total holdings as of December 31, 2024.Bg Investment Services, Inc. owns shares of 29 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 35.30% of the portfolio was purchased this quarter.About 49.03% of the portfolio was sold this quarter.This quarter, Bg Investment Services, Inc. has purchased 11 new stocks and bought additional shares in 2 stocks.Bg Investment Services, Inc. sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $26,021,023Fidelity Total Bond ETF $12,866,836iShares Core MSCI EAFE ETF $11,852,832iShares Russell 1000 Value ETF $7,073,118iShares 1-5 Year Investment Grade Corporate Bond ETF $5,925,858 Largest New Holdings this Quarter Fidelity Total Bond ETF $12,866,836 HoldingFidelity Blue Chip Growth ETF $3,244,456 HoldingJPMorgan Equity Premium Income ETF $1,555,526 HoldingFidelity High Dividend ETF $1,451,355 HoldingVanguard S&P 500 ETF $1,235,246 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 286,758 shares (about $12.87M)iShares Russell 1000 Value ETF 26,491 shares (about $4.90M)Fidelity Blue Chip Growth ETF 70,135 shares (about $3.24M)JPMorgan Equity Premium Income ETF 27,034 shares (about $1.56M)Fidelity High Dividend ETF 29,062 shares (about $1.45M) Largest Sales this Quarter iShares Core S&P 500 ETF 22,185 shares (about $13.06M)iShares Core U.S. Aggregate Bond ETF 114,064 shares (about $11.05M)iShares Core MSCI EAFE ETF 136,562 shares (about $9.60M)iShares Core MSCI Emerging Markets ETF 142,814 shares (about $7.46M)iShares Russell Mid-Cap ETF 25,263 shares (about $2.23M) 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$26,021,023$13,059,961 ▼-33.4%44,20226.2%ETFFBNDFidelity Total Bond ETF$12,866,836$12,866,836 ▲New Holding286,75813.0%ETFIEFAiShares Core MSCI EAFE ETF$11,852,832$9,597,553 ▼-44.7%168,65211.9%ETFIWDiShares Russell 1000 Value ETF$7,073,118$4,904,307 ▲226.1%38,2067.1%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$5,925,858$225,619 ▼-3.7%114,6206.0%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$4,899,751$11,052,807 ▼-69.3%50,5654.9%FinanceIFRAiShares U.S. Infrastructure ETF$4,114,939$1,277,230 ▲45.0%88,8954.1%ETFIWMiShares Russell 2000 ETF$4,021,185$1,974,687 ▼-32.9%18,1994.0%FinanceIWRiShares Russell Mid-Cap ETF$4,015,376$2,233,240 ▼-35.7%45,4234.0%ETFFBCGFidelity Blue Chip Growth ETF$3,244,456$3,244,456 ▲New Holding70,1353.3%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,877,061$934,362 ▼-33.2%23,8661.9%ETFJEPIJPMorgan Equity Premium Income ETF$1,555,526$1,555,526 ▲New Holding27,0341.6%ETFFDVVFidelity High Dividend ETF$1,451,355$1,451,355 ▲New Holding29,0621.5%ETFVOOVanguard S&P 500 ETF$1,235,246$1,235,246 ▲New Holding2,2931.2%ETFFIDELITY COVINGTON TRUST$1,031,143$1,031,143 ▲New Holding37,4551.0%ENHANCED INTLFIDELITY COVINGTON TRUST$881,989$881,989 ▲New Holding26,8490.9%ENHANCED MIDFDHYFidelity High Yield Factor ETF$865,301$865,301 ▲New Holding17,9340.9%ETFAAPLApple$853,306$853,306 ▲New Holding3,4080.9%Computer and TechnologyUNHUnitedHealth Group$803,524$803,524 ▲New Holding1,5880.8%MedicalTSLATesla$774,750$774,750 ▲New Holding1,9180.8%Auto/Tires/TrucksNVDANVIDIA$677,958$677,958 ▲New Holding5,0480.7%Computer and TechnologyFSMDFidelity Small-Mid Multifactor ETF$673,300$673,300 ▲New Holding16,3540.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$616,979$7,457,743 ▼-92.4%11,8150.6%ETFAMZNAmazon.com$466,879$466,879 ▲New Holding2,1280.5%Retail/WholesaleBACBank of America$380,408$380,408 ▲New Holding8,6550.4%FinanceMSFTMicrosoft$332,159$332,159 ▲New Holding7880.3%Computer and TechnologyXOMExxon Mobil$311,495$311,495 ▲New Holding2,8960.3%Oils/EnergySCHDSchwab US Dividend Equity ETF$233,755$233,755 ▲New Holding8,5560.2%ETFMETAMeta Platforms$231,231$231,231 ▲New Holding3950.2%Computer and TechnologyIGFiShares Global Infrastructure ETF$0$2,146,462 ▼-100.0%00.0%ManufacturingShowing 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. 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