BFSG

Latest statistics and disclosures from BFSG's latest quarterly 13F-HR filing:

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Positions held by BFSG consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for BFSG

BFSG holds 672 positions in its portfolio as reported in the December 2024 quarterly 13F filing

BFSG has 672 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $30M +3% 104k 289.81
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Microsoft Corporation (MSFT) 3.3 $28M 67k 421.50
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NVIDIA Corporation (NVDA) 2.9 $25M 184k 134.29
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Apple (AAPL) 2.7 $23M -2% 93k 250.42
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $22M -36% 37k 586.09
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Ishares Gold Tr Ishares New (IAU) 2.1 $18M 371k 49.51
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.7 $15M +4% 153k 96.53
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.6 $14M +5% 195k 71.91
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Marvell Technology (MRVL) 1.4 $12M 108k 110.45
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.4 $12M 444k 26.19
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Church & Dwight (CHD) 1.3 $11M -6% 107k 104.71
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Raytheon Technologies Corp (RTX) 1.3 $11M 97k 115.72
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Vanguard World Energy Etf (VDE) 1.2 $11M -5% 87k 121.31
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Etfs Gold Tr Physcl Gold Shs (SGOL) 1.2 $10M 408k 25.05
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Spdr Gold Tr Gold Shs (GLD) 1.2 $10M +39% 42k 242.13
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Amazon (AMZN) 1.2 $9.9M +3% 45k 219.39
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Alphabet Cap Stk Cl C (GOOG) 1.2 $9.9M +4% 52k 190.44
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Costco Wholesale Corporation (COST) 1.1 $9.8M 11k 916.25
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.1 $9.3M +3% 190k 49.05
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CSX Corporation (CSX) 1.1 $9.2M -6% 285k 32.27
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.1 $9.1M 181k 50.37
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Novo-nordisk A S Adr (NVO) 1.0 $8.9M +18% 103k 86.02
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Select Sector Spdr Tr Technology (XLK) 1.0 $8.2M -8% 35k 232.52
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Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $8.2M +108% 318k 25.83
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Palantir Technologies Cl A (PLTR) 0.9 $7.6M 101k 75.63
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NiSource (NI) 0.9 $7.5M 205k 36.76
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Colgate-Palmolive Company (CL) 0.9 $7.5M 82k 90.91
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Exxon Mobil Corporation (XOM) 0.9 $7.3M -2% 68k 107.57
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KBR (KBR) 0.9 $7.3M 126k 57.93
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Norfolk Southern (NSC) 0.8 $7.1M -3% 30k 234.70
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Palo Alto Networks (PANW) 0.8 $6.9M +107% 38k 181.96
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TJX Companies (TJX) 0.8 $6.9M -2% 57k 120.81
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Skechers U S A Cl A (SKX) 0.8 $6.8M +1519% 102k 67.24
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Amphenol Corp Cl A (APH) 0.8 $6.8M 97k 69.45
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Newmont Mining Corporation (NEM) 0.8 $6.6M +47% 179k 37.22
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JPMorgan Chase & Co. (JPM) 0.8 $6.5M -5% 27k 239.71
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Accenture Plc Ireland Shs Class A (ACN) 0.8 $6.5M 19k 351.80
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Totalenergies Se Sponsored Ads (TTE) 0.8 $6.5M 120k 54.50
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At&t (T) 0.7 $6.3M 278k 22.77
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Sony Group Corp Sponsored Adr (SONY) 0.7 $6.1M NEW 290k 21.16
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Ishares Tr Core S&p500 Etf (IVV) 0.7 $6.0M -8% 10k 588.69
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Southern Company (SO) 0.7 $6.0M 73k 82.32
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Nextera Energy (NEE) 0.7 $5.9M 82k 71.69
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Mastercard Incorporated Cl A (MA) 0.7 $5.9M 11k 526.58
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Home Depot (HD) 0.7 $5.8M 15k 388.98
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American Express Company (AXP) 0.7 $5.6M -4% 19k 296.78
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General Dynamics Corporation (GD) 0.7 $5.6M 21k 263.49
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Becton, Dickinson and (BDX) 0.7 $5.6M -5% 25k 226.87
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Wal-Mart Stores (WMT) 0.7 $5.6M 62k 90.35
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Enterprise Products Partners (EPD) 0.6 $5.6M 177k 31.36
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Tootsie Roll Industries (TR) 0.6 $5.5M NEW 171k 32.33
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Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.6 $5.4M +17% 117k 46.26
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Linde SHS (LIN) 0.6 $5.3M 13k 418.67
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Walt Disney Company (DIS) 0.6 $5.3M +132% 48k 111.35
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $5.3M 9.8k 538.82
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $5.2M -12% 26k 197.49
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Weyerhaeuser Co Mtn Be Com New (WY) 0.6 $5.2M -3% 185k 28.15
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $5.2M +19% 88k 58.93
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Elbit Sys Ord (ESLT) 0.6 $5.0M -8% 20k 258.07
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Pfizer (PFE) 0.6 $4.8M -33% 182k 26.53
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.6 $4.8M 111k 43.47
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Mueller Wtr Prods Com Ser A (MWA) 0.5 $4.7M 207k 22.50
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Verizon Communications (VZ) 0.5 $4.6M -5% 116k 39.99
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Arthur J. Gallagher & Co. (AJG) 0.5 $4.6M 16k 283.85
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Keurig Dr Pepper (KDP) 0.5 $4.4M -3% 138k 32.12
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Procter & Gamble Company (PG) 0.5 $4.4M 26k 167.65
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Moog Cl A (MOG.A) 0.5 $4.3M -2% 22k 196.84
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $4.3M -2% 56k 77.27
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Abbvie (ABBV) 0.5 $4.3M 24k 177.70
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $4.2M +106% 186k 22.70
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Tesla Motors (TSLA) 0.5 $4.2M 10k 403.84
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Prudential Financial (PRU) 0.5 $4.2M 35k 118.53
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Stryker Corporation (SYK) 0.5 $4.2M 12k 360.04
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Shopify Cl A (SHOP) 0.5 $4.0M 38k 106.33
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ResMed (RMD) 0.5 $4.0M +2% 18k 228.69
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McDonald's Corporation (MCD) 0.5 $4.0M 14k 289.90
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Potlatch Corporation (PCH) 0.5 $3.9M 100k 39.25
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Vulcan Materials Company (VMC) 0.5 $3.9M 15k 257.23
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $3.8M -8% 28k 137.57
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Gibraltar Industries (ROCK) 0.4 $3.8M -7% 64k 58.90
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Johnson & Johnson (JNJ) 0.4 $3.7M -2% 26k 144.62
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UnitedHealth (UNH) 0.4 $3.6M 7.2k 505.88
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Amgen (AMGN) 0.4 $3.6M +3% 14k 260.64
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Chipotle Mexican Grill (CMG) 0.4 $3.5M +9% 58k 60.30
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $3.4M +237% 125k 27.32
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Fastenal Company (FAST) 0.4 $3.4M -2% 47k 71.91
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Waste Management (WM) 0.4 $3.4M -5% 17k 201.78
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $3.4M 18k 189.98
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Merck & Co (MRK) 0.4 $3.3M +3% 33k 99.48
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Select Sector Spdr Tr Financial (XLF) 0.4 $3.2M -7% 67k 48.33
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Ishares Tr Msci Intl Qualty (IQLT) 0.4 $3.2M 87k 37.12
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Chevron Corporation (CVX) 0.4 $3.2M -4% 22k 144.84
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Catalyst Pharmaceutical Partners (CPRX) 0.4 $3.1M 150k 20.87
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Comcast Corp Cl A (CMCSA) 0.4 $3.1M +752% 83k 37.53
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Ishares Tr S&P SML 600 GWT (IJT) 0.4 $3.1M +10% 23k 135.37
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Pinnacle West Capital Corporation (PNW) 0.4 $3.1M 36k 84.77
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Ishares Tr Esg Msci Leadr (SUSL) 0.3 $2.9M 28k 103.04
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Ishares Tr Short Treas Bd (SHV) 0.3 $2.9M +8% 27k 110.11
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.3 $2.9M +11% 29k 98.47
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $2.9M 95k 30.03
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $2.8M +299% 99k 27.87
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Realty Income (O) 0.3 $2.7M -4% 52k 53.41
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Adobe Systems Incorporated (ADBE) 0.3 $2.7M -19% 6.0k 444.68
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Select Sector Spdr Tr Indl (XLI) 0.3 $2.6M -8% 20k 131.76
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Cyberark Software SHS (CYBR) 0.3 $2.6M -5% 7.9k 333.15
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $2.6M -4% 33k 79.99
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $2.5M -19% 11k 224.35
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $2.5M -4% 31k 81.98
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Pan American Silver Corp Can (PAAS) 0.3 $2.5M -2% 123k 20.22
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $2.5M -11% 56k 44.04
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Ameriprise Financial (AMP) 0.3 $2.4M 4.5k 532.43
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Archer Daniels Midland Company (ADM) 0.3 $2.4M -6% 47k 50.52
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Texas Roadhouse (TXRH) 0.3 $2.4M 13k 180.43
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $2.3M 46k 50.71
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Roper Industries (ROP) 0.3 $2.3M +2% 4.5k 519.85
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Ishares Silver Tr Ishares (SLV) 0.3 $2.3M 88k 26.33
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United Rentals (URI) 0.3 $2.3M 3.2k 704.44
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Lockheed Martin Corporation (LMT) 0.3 $2.3M +3% 4.7k 485.94
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Eli Lilly & Co. (LLY) 0.3 $2.3M +10% 2.9k 772.00
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Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $2.2M +5% 39k 56.70
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Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.2 $2.1M +2% 28k 75.71
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Great Lakes Dredge & Dock Corporation (GLDD) 0.2 $2.1M 184k 11.29
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $2.0M 10k 189.29
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Pepsi (PEP) 0.2 $1.8M -6% 12k 152.06
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Rayonier (RYN) 0.2 $1.8M 67k 26.10
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $1.7M -17% 2.5k 693.08
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $1.7M -15% 21k 78.61
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Ishares Tr Core Intl Aggr (IAGG) 0.2 $1.7M 33k 49.92
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AGCO Corporation (AGCO) 0.2 $1.7M 18k 93.48
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Atmos Energy Corporation (ATO) 0.2 $1.6M -2% 11k 139.27
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Warner Bros Discovery Com Ser A (WBD) 0.2 $1.6M -6% 147k 10.57
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Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.2 $1.5M -15% 66k 23.26
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Select Sector Spdr Tr Communication (XLC) 0.2 $1.5M -21% 15k 96.81
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $1.5M +199% 53k 27.71
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Knight-swift Transn Hldgs In Cl A (KNX) 0.2 $1.4M 27k 53.04
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Meta Platforms Cl A (META) 0.2 $1.4M 2.4k 585.60
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Nutrien (NTR) 0.2 $1.3M -2% 30k 44.75
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salesforce (CRM) 0.2 $1.3M -3% 3.9k 334.35
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Cameco Corporation (CCJ) 0.2 $1.3M 25k 51.39
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Canadian Natl Ry (CNI) 0.1 $1.3M -22% 12k 101.51
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Duke Energy Corp Com New (DUK) 0.1 $1.2M +9% 12k 107.74
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Illinois Tool Works (ITW) 0.1 $1.2M -2% 4.8k 253.56
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Bank of New York Mellon Corporation (BK) 0.1 $1.2M +185% 16k 76.83
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Metropcs Communications (TMUS) 0.1 $1.2M -6% 5.3k 220.74
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Cisco Systems (CSCO) 0.1 $1.1M 19k 59.20
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Arista Networks Com Shs 0.1 $1.1M NEW 10k 110.53
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Ares Management Corporation Cl A Com Stk (ARES) 0.1 $1.1M -6% 6.3k 177.02
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Parker-Hannifin Corporation (PH) 0.1 $1.1M 1.7k 635.88
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Fair Isaac Corporation (FICO) 0.1 $1.1M -3% 545.00 1989.54
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.1M +202% 46k 23.18
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American Electric Power Company (AEP) 0.1 $1.1M 12k 92.23
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Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.1M -5% 13k 84.14
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Fiserv (FI) 0.1 $1.0M +1401% 5.1k 205.40
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Select Sector Spdr Tr Energy (XLE) 0.1 $1.0M -5% 12k 85.66
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $947k +129% 51k 18.50
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $946k -3% 13k 75.69
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Cava Group Ord (CAVA) 0.1 $925k 8.2k 112.80
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $877k +192% 34k 26.07
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Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $844k 20k 42.48
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Edison International (EIX) 0.1 $837k -2% 11k 79.84
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $822k -3% 1.6k 511.33
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $818k -19% 11k 78.01
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Republic Services (RSG) 0.1 $781k -5% 3.9k 201.18
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $777k -36% 4.0k 195.81
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HudBay Minerals (HBM) 0.1 $719k 89k 8.10
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Kinder Morgan (KMI) 0.1 $709k -4% 26k 27.40
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Pilgrim's Pride Corporation (PPC) 0.1 $691k NEW 15k 45.39
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ConAgra Foods (CAG) 0.1 $679k -22% 25k 27.75
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Boston Scientific Corporation (BSX) 0.1 $660k -3% 7.4k 89.32
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Paramount Global Class B Com (PARA) 0.1 $652k 62k 10.46
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Union Pacific Corporation (UNP) 0.1 $642k 2.8k 228.04
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $629k -5% 7.1k 89.08
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $613k -21% 4.8k 127.58
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PPL Corporation (PPL) 0.1 $593k -2% 18k 32.46
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $589k +14% 6.1k 96.90
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Honeywell International (HON) 0.1 $578k 2.6k 225.89
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American Centy Etf Tr Avantis Respon U (AVSU) 0.1 $540k +41% 8.2k 66.12
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LKQ Corporation (LKQ) 0.1 $514k -28% 14k 36.75
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Siriuspoint (SPNT) 0.1 $504k -9% 31k 16.39
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $498k 4.6k 108.61
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Edwards Lifesciences (EW) 0.1 $463k 6.3k 74.03
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $453k -2% 1.1k 401.58
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Jefferies Finl Group (JEF) 0.1 $452k -31% 5.8k 78.40
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $430k 3.7k 115.55
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Travelers Companies (TRV) 0.0 $409k -2% 1.7k 240.89
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Aon Shs Cl A (AON) 0.0 $407k 1.1k 359.16
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Patterson Companies (PDCO) 0.0 $373k 12k 30.86
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Rbc Cad (RY) 0.0 $373k -10% 3.1k 120.51
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Albertsons Cos Common Stock (ACI) 0.0 $365k -2% 19k 19.64
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Oge Energy Corp (OGE) 0.0 $360k 8.7k 41.25
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Spire (SR) 0.0 $353k 5.2k 67.83
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State Street Corporation (STT) 0.0 $346k -5% 3.5k 98.15
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $342k -3% 2.0k 175.20
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $339k 2.9k 115.22
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BP Sponsored Adr (BP) 0.0 $336k -67% 11k 29.56
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $332k -3% 13k 26.63
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Kraft Heinz (KHC) 0.0 $328k -74% 11k 30.71
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Telephone & Data Sys Com New (TDS) 0.0 $322k -34% 9.4k 34.11
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Cable One (CABO) 0.0 $320k -8% 884.00 362.12
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Carlyle Group (CG) 0.0 $319k -6% 6.3k 50.49
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California Res Corp Com Stock (CRC) 0.0 $317k -5% 6.1k 51.89
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Valero Energy Corporation (VLO) 0.0 $302k +8% 2.5k 122.59
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Elanco Animal Health (ELAN) 0.0 $297k +41% 25k 12.11
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Hf Sinclair Corp (DINO) 0.0 $287k -80% 8.2k 35.05
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $286k 5.0k 57.45
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $276k 485.00 569.58
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Veeva Sys Cl A Com (VEEV) 0.0 $271k 1.3k 210.17
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NCR Corporation (VYX) 0.0 $267k 19k 13.84
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AFLAC Incorporated (AFL) 0.0 $261k 2.5k 103.44
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $254k +9% 598.00 425.50
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Alphatec Hldgs Com New (ATEC) 0.0 $253k 28k 9.18
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Organon & Co Common Stock (OGN) 0.0 $253k +13% 17k 14.92
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O-i Glass (OI) 0.0 $253k -4% 23k 10.84
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $252k -12% 5.3k 47.82
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Gilead Sciences (GILD) 0.0 $250k -37% 2.7k 92.37
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Prosperity Bancshares (PB) 0.0 $247k -12% 3.3k 75.35
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Coca-Cola Company (KO) 0.0 $239k -14% 3.8k 62.25
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Brookfield Business Corp Cl A Exc Sub Vtg (BBUC) 0.0 $238k -10% 9.8k 24.26
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First Horizon National Corporation (FHN) 0.0 $237k -10% 12k 20.14
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Piedmont Office Realty Tr In Com Cl A (PDM) 0.0 $235k -7% 26k 9.15
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MetLife (MET) 0.0 $231k -4% 2.8k 81.87
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Flagstar Financial Com New (FLG) 0.0 $228k +75% 24k 9.33
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Darling International (DAR) 0.0 $226k +3% 6.7k 33.69
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $226k 3.6k 62.31
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Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $224k -6% 10k 22.04
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Sonoco Products Company (SON) 0.0 $224k +22% 4.6k 48.85
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Forward Air Corporation (FWRD) 0.0 $223k -2% 6.9k 32.25
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UMH Properties (UMH) 0.0 $223k -7% 12k 18.88
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Quidel Corp (QDEL) 0.0 $221k -4% 5.0k 44.55
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Molson Coors Beverage CL B (TAP) 0.0 $220k -15% 3.8k 57.32
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Algonquin Power & Utilities equs (AQN) 0.0 $216k +122% 49k 4.45
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Pbf Energy Cl A (PBF) 0.0 $216k +14% 8.1k 26.55
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Ally Financial (ALLY) 0.0 $210k 5.8k 36.01
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Park Hotels & Resorts Inc-wi (PK) 0.0 $209k -3% 15k 14.07
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Ambev Sa Sponsored Adr (ABEV) 0.0 $209k 113k 1.85
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Park-Ohio Holdings (PKOH) 0.0 $207k -8% 7.9k 26.27
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Henry Schein (HSIC) 0.0 $199k +2% 2.9k 69.20
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $198k -25% 3.4k 57.53
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Crown Holdings (CCK) 0.0 $194k -8% 2.3k 82.69
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Bgc Group Cl A (BGC) 0.0 $193k NEW 21k 9.06
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Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.0 $193k 1.9k 101.74
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Oaktree Specialty Lending Corp (OCSL) 0.0 $192k +52% 13k 15.28
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Barings Bdc (BBDC) 0.0 $190k -5% 20k 9.57
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Penske Automotive (PAG) 0.0 $188k 1.2k 152.44
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $184k -10% 1.8k 101.53
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Allstate Corporation (ALL) 0.0 $184k 952.00 192.79
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AutoNation (AN) 0.0 $183k -4% 1.1k 169.84
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $182k -19% 2.1k 84.79
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $180k -23% 3.2k 56.38
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Philip Morris International (PM) 0.0 $180k 1.5k 120.35
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Past Filings by BFSG

SEC 13F filings are viewable for BFSG going back to 2017

View all past filings