Bcgm Wealth Management, LLC Purchases in Q2 2025

Bcgm Wealth Management, LLC

  • $322 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
200K
New
$45.65 - $57.01 $9.12M - $11.4M
200K $11.4M
BNDX
Vanguard Total International B

ETFs
91.7K
New
$48.77 - $49.55 $4.47M - $4.54M
91.7K $4.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.07K
+ 13.61%
$416.06 - $551.64 $1.28M - $1.69M
25.6K $14.1M
IEMG
Ishares Inc

ETFs
56.3K
+ 121.88%
N/A
102K $5.49M
SBSW
Sibanye Stillwater LTD

Basic Materials
26.2K
+ 3.93%
$3.22 - $7.55 $84.4K - $198K
693K $5M
MGC
Vanguard Mega Cap ETF

ETFs
6.14K
+ 46.65%
$179.23 - $224.92 $1.1M - $1.38M
19.3K $4.34M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10.3K
+ 5.46%
$43.53 - $54.46 $447K - $559K
198K $10.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.1K
+ 3.69%
$152.42 - $182.82 $473K - $567K
87.2K $15.9M
HWM
Howmet Aerospace Inc.

Industrials
8.16K
New
$112.33 - $186.13 $916K - $1.52M
8.16K $1.52M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
14.1K
+ 10.39%
$56.84 - $65.5 $800K - $922K
150K $9.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
20.3K
+ 34.15%
$48.13 - $49.85 $979K - $1.01M
79.9K $3.92M
MBLY
Mobileye Global Inc.
7.31K
+ 3.42%
$11.77 - $18.44 $86.1K - $135K
221K $3.98M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.05K
+ 2.48%
$75.29 - $91.16 $154K - $187K
84.8K $7.64M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
8.24K
+ 16.11%
$97.29 - $105.63 $801K - $870K
59.3K $6.03M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
265
+ 1.56%
$180.84 - $240.32 $47.9K - $63.7K
17.3K $4.15M
PM
Philip Morris International Inc.

Consumer Defensive
503
+ 1.94%
$149.23 - $184.95 $75.1K - $93K
26.4K $4.81M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
13.6K
New
$49.57 - $50.27 $675K - $685K
13.6K $684K
SAM
Boston Beer CO Inc

Consumer Defensive
3.56K
New
$187.06 - $249.73 $665K - $888K
3.56K $678K
DIS
Walt Disney CO

Communication Services
394
+ 1.67%
$81.72 - $124.01 $32.2K - $48.9K
24K $2.97M
HII
Huntington Ingalls Industries, Inc.

Industrials
691
+ 7.55%
$183.31 - $241.46 $127K - $167K
9.84K $2.38M
DEO
Diageo PLC

Consumer Defensive
4.41K
+ 34.05%
$99.86 - $115.75 $440K - $510K
17.4K $1.75M
FSLR
First Solar, Inc.

Technology
105
+ 1.12%
$120.38 - $192.98 $12.6K - $20.3K
9.5K $1.57M
PJAN
Innovator U.S. Equity Power Bu

ETFs
1.35K
+ 1.11%
$38.7 - $44.05 $52.2K - $59.4K
122K $5.39M
IAU
Ishares Gold Trust

ETFs
2.16K
+ 4.25%
$56.1 - $64.74 $121K - $140K
53.1K $3.31M
AVGO
Broadcom Inc.

Technology
964
New
$146.29 - $275.65 $141K - $266K
964 $265K
FMB
First Tr Exchange Traded Fd Ii

ETFs
6.57K
+ 5.63%
$49.12 - $50.93 $323K - $335K
123K $6.14M
AMZN
Amazon Com Inc

Consumer Cyclical
530
+ 11.84%
$167.32 - $223.3 $88.7K - $118K
5.01K $1.1M
NKE
Nike, Inc.

Consumer Cyclical
3.06K
New
$53.27 - $72.04 $163K - $220K
3.06K $217K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.23K
+ 28.84%
$82.96 - $110.1 $102K - $136K
5.51K $606K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
6.04K
New
$27.79 - $34.16 $168K - $206K
6.04K $205K
WMT
Walmart Inc.

Consumer Defensive
2.1K
New
$81.79 - $99.98 $172K - $210K
2.1K $205K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
3.8K
+ 16.96%
$46.46 - $47.44 $177K - $180K
26.2K $1.24M
MSFT
Microsoft Corp

Technology
120
+ 11.94%
$354.56 - $497.45 $42.5K - $59.7K
1.13K $559K
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.11%
$221.86 - $362.89 $666 - $1.09K
2.73K $867K
VTI
Vanguard Total Stock Market Et

ETFs
259
+ 13.94%
$243.75 - $303.93 $63.1K - $78.7K
2.12K $643K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.63K
+ 1.88%
$47.89 - $48.65 $78.2K - $79.4K
88.6K $4.31M
GOOGL
Alphabet Inc.

Communication Services
201
+ 7.34%
$144.7 - $178.6 $29.1K - $35.9K
2.94K $518K
FPI
Farmland Partners Inc.

Real Estate
688
+ 0.29%
$9.8 - $11.79 $6.74K - $8.11K
236K $2.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
35
+ 3.11%
$496.48 - $617.85 $17.4K - $21.6K
1.16K $717K
CVS
Cvs Health Corp

Healthcare
668
+ 2.51%
$60.04 - $70.18 $40.1K - $46.9K
27.3K $1.88M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.62K
+ 2.19%
$42.72 - $44.24 $69.2K - $71.7K
75.6K $3.32M
DHIL
Diamond Hill Investment Group Inc

Financial Services
105
+ 0.54%
$125.49 - $145.8 $13.2K - $15.3K
19.7K $2.86M
SCHV
Schwab Strategic Tr Us Large C

ETFs
408
+ 0.9%
$23.55 - $27.67 $9.61K - $11.3K
45.9K $1.27M
WBS
Webster Financial Corp

Financial Services
186
+ 1.16%
$41.76 - $54.91 $7.77K - $10.2K
16.2K $882K
MARB
First Tr Exchange Traded Fd Ii

ETFs
1.19K
+ 1.92%
$19.67 - $20.44 $23.4K - $24.3K
63.2K $1.29M
MEAR
Blackrock Short Maturity Munic

ETFs
1.03K
+ 21.67%
$49.74 - $50.27 $51.2K - $51.8K
5.78K $290K
UL
Unilever PLC

Consumer Defensive
366
+ 2.54%
$57.9 - $65.43 $21.2K - $23.9K
14.8K $903K
JEPI
J P Morgan Exchange Traded Fd

ETFs
845
+ 3.51%
$51.14 - $57.0 $43.2K - $48.2K
24.9K $1.42M
D
Dominion Energy, Inc

Utilities
404
+ 3.31%
$49.66 - $58.0 $20.1K - $23.4K
12.6K $713K
Activity Summary
Buys All Purchases 87 New Holdings 11 Increased Positions 76 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Bcgm Wealth Management, LLC Portfolio

Follow Bcgm Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bcgm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bcgm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email