StockDriftsStockDriftsTop 50 Bickling Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 21.56% | 244.5K | $34.5M | — | — | — | 2022-12-31 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 4.53% | 182.0K | $7.3M | — | — | — | 2022-12-31 |
| COWZ | PACER US CASH COWS 100 ETF | 3.89% | 134.8K | $6.2M | — | — | — | 2022-12-31 |
| BRKB | BERKSHIRE HATHAWAY INC CLASS B | 3.67% | 19.0K | $5.9M | — | — | — | 2022-12-31 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | 3.1% | 106.6K | $5.0M | — | — | — | 2022-12-31 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 2.56% | 99.6K | $4.1M | — | — | — | 2022-12-31 |
| AAPL | APPLE INC | 2.43% | 30.0K | $3.9M | — | — | — | 2022-12-31 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 2.37% | 86.5K | $3.8M | — | — | — | 2022-12-31 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 2.34% | 52.0K | $3.8M | — | — | — | 2022-12-31 |
| FPXI | FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF | 2.14% | 88.2K | $3.4M | — | — | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Bickling Financial Services, Inc. reports $160.20M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are RSP (21.6%), FVD (4.5%) and COWZ (3.9%). Figures reflect the Q4 2022 filing.
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Holdings on this page are parsed from Bickling Financial Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844895). View Bickling Financial Services, Inc.’s 13F filings on SEC