BG Investment Services, LLC - Portfolio overview

BG Investment Services, LLC has 50 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. FBND - FIDELITY MERRIMACK STR TR, 17.68%
2. FBCG - FIDELITY COVINGTON TRUST, 13.48%
3. IVV - ISHARES TR, 10.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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