Bcgm Wealth Management, LLC Incresed Positions in Q2 2025

Bcgm Wealth Management, LLC

  • $322 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
14.1K
+ 10.39%
$56.84 - $65.5 $800K - $922K
150K $9.8M
NVDA
Nvidia Corp

Technology
102
+ 0.53%
$94.31 - $157.99 $9.62K - $16.1K
19.3K $3.05M
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
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
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
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
IVW
Ishares S&P 500 Growth ETF

ETFs
1.23K
+ 28.84%
$82.96 - $110.1 $102K - $136K
5.51K $606K
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
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.82K
+ 1.85%
$26.18 - $26.93 $47.6K - $49K
100K $2.67M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20
+ 0.31%
$51.16 - $62.02 $1.02K - $1.24K
6.57K $407K
VLUE
Ishares Msci Usa Value Factor

ETFs
21
+ 0.63%
$93.5 - $113.21 $1.96K - $2.38K
3.34K $378K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.07%
$174.82 - $215.79 $175 - $216
1.34K $288K
IWD
Ishares Russell 1000 Val ETF

ETFs
30
+ 1.85%
$166.82 - $194.23 $5K - $5.83K
1.66K $321K
BND
Vanguard Bd Index Fd Inc Total

ETFs
159
+ 1.07%
$72.02 - $73.82 $11.5K - $11.7K
15K $1.11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
+ 0.37%
$90.56 - $109.49 $815 - $985
2.42K $263K
VZ
Verizon Communications Inc

Communication Services
2.63K
+ 5.28%
$41.67 - $45.62 $110K - $120K
52.5K $2.27M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
48
+ 0.26%
$85.42 - $94.39 $4.1K - $4.53K
18.8K $1.77M
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
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