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Maree Sgro

Bg Investment Services, Llc

Assets Managed
$120.485M
Holdings
48
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
7.36%(2Q avg: 9.03%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Bg Investment Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Bg Investment Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 120.485M in assets, with a quarterly growth rate of 7.36% and a 2-quarter average growth rate of 9.03%. The portfolio is managed by Maree Sgro, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 14.14%
17.76%
$21.395M
468,984 shares@ $45.62 avg price
FBCG
Fidelity Blue Chip Growth
Recent Activity
Increased 15.79%
13.54%
$16.307M
325,360 shares@ $50.13 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -4.15%
10.55%
$12.699M
19,442 shares@ $653.2 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -2.33%
5.94%
$7.152M
78,998 shares@ $90.53 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
Increased 25.06%
5.28%
$6.351M
170,727 shares@ $37.21 avg price
FDVV
Fidelity High Dividend Etf
Recent Activity
Increased 13.37%
5.17%
$6.218M
112,559 shares@ $55.25 avg price
FDHY
Fidelity Enhncd High Yld Etf
Recent Activity
Increased 23.67%
3.89%
$4.682M
96,455 shares@ $48.54 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 96.91%
3.8%
$4.57M
80,630 shares@ $56.69 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -2.33%
2.59%
$3.12M
14,603 shares@ $213.68 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 5.09%
2.48%
$2.984M
56,772 shares@ $52.56 avg price

1-10 of 48