Bcgm Wealth Management, LLC Incresed Positions in Q3 2024

Bcgm Wealth Management, LLC

  • $287 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
110K
+ 59.9%
$45.87 - $48.53 $5.06M - $5.36M
295K $14.2M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
107K
+ 104.88%
$29.08 - $31.84 $3.1M - $3.39M
208K $6.58M
SBSW
Sibanye Stillwater LTD

Basic Materials
233K
+ 60.26%
$3.18 - $4.96 $742K - $1.16M
620K $2.55M
LOVE
Lovesac CO

Consumer Cyclical
1.02K
+ 0.77%
$20.93 - $30.14 $21.4K - $30.8K
134K $3.85M
DEO
Diageo PLC

Consumer Defensive
5.06K
+ 80.3%
$120.02 - $140.77 $608K - $713K
11.4K $1.6M
MBLY
Mobileye Global Inc.
122K
+ 177.98%
$10.57 - $27.89 $1.29M - $3.4M
191K $2.61M
PM
Philip Morris International Inc.

Consumer Defensive
1.96K
+ 8.8%
$101.25 - $127.45 $198K - $250K
24.2K $2.94M
MUB
Ishares National Muni Bond ETF

ETFs
5.58K
+ 14.91%
$106.13 - $108.7 $592K - $607K
43K $4.67M
NOC
Northrop Grumman Corp

Industrials
62
+ 0.99%
$423.73 - $533.14 $26.3K - $33.1K
6.31K $3.33M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.4K
+ 56.84%
$49.93 - $51.15 $521K - $534K
28.8K $1.47M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
73
+ 0.88%
$405.19 - $478.57 $29.6K - $34.9K
8.38K $3.86M
DHIL
Diamond Hill Investment Group Inc

Financial Services
281
+ 1.51%
$139.35 - $163.24 $39.2K - $45.9K
18.9K $3.06M
FMB
First Tr Exchange Traded Fd Ii

ETFs
5.89K
+ 5.81%
$51.0 - $52.05 $300K - $306K
107K $5.57M
UNH
Unitedhealth Group Inc

Healthcare
100
+ 2.77%
$488.01 - $604.18 $48.8K - $60.4K
3.72K $2.17M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.43K
+ 3.82%
$56.04 - $62.99 $136K - $153K
66.2K $4.04M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.36K
+ 3.55%
$42.87 - $45.76 $101K - $108K
68.9K $3.12M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.07K
+ 69.46%
$100.75 - $111.62 $208K - $231K
5.04K $551K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.82K
+ 3.58%
$47.18 - $48.74 $133K - $137K
81.6K $3.97M
JPM
Jpmorgan Chase & CO

Financial Services
307
+ 1.53%
$194.9 - $224.8 $59.8K - $69K
20.4K $4.3M
VZ
Verizon Communications Inc

Communication Services
1.45K
+ 3.34%
$38.89 - $45.0 $56.2K - $65K
44.8K $2.01M
TSLA
Tesla, Inc.

Consumer Cyclical
196
+ 8.12%
$191.76 - $263.26 $37.6K - $51.6K
2.61K $682K
FSLR
First Solar, Inc.

Technology
76
+ 1.15%
$205.36 - $255.78 $15.6K - $19.4K
6.7K $1.67M
SPG
Simon Property Group Inc

Real Estate
45
+ 0.46%
$146.09 - $170.11 $6.57K - $7.65K
9.88K $1.67M
APD
Air Products & Chemicals, Inc.

Basic Materials
140
+ 4.36%
$247.34 - $300.11 $34.6K - $42K
3.35K $998K
NVDA
Nvidia Corp

Technology
1.66K
+ 10.42%
$98.91 - $134.91 $165K - $224K
17.6K $2.14M
UL
Unilever PLC

Consumer Defensive
139
+ 1.0%
$54.7 - $65.59 $7.6K - $9.12K
14K $910K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.52K
+ 49.31%
$50.15 - $51.27 $126K - $129K
7.63K $391K
MCD
Mcdonalds Corp

Consumer Cyclical
112
+ 6.57%
$245.82 - $304.51 $27.5K - $34.1K
1.82K $553K
CVS
Cvs Health Corp

Healthcare
476
+ 2.09%
$55.81 - $63.18 $26.6K - $30.1K
23.3K $1.46M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.09K
+ 11.95%
$50.32 - $50.75 $105K - $106K
19.6K $993K
D
Dominion Energy, Inc

Utilities
119
+ 1.03%
$48.01 - $58.53 $5.71K - $6.97K
11.7K $677K
SCHV
Schwab Strategic Tr Us Large C

ETFs
66
+ 0.47%
$73.43 - $80.37 $4.85K - $5.3K
14.2K $1.14M
FRME
First Merchants Corp

Financial Services
6
+ 0.03%
$32.38 - $41.35 $194 - $248
22.7K $843K
DUK
Duke Energy Corp

Utilities
10
+ 0.17%
$99.35 - $117.71 $994 - $1.18K
5.77K $665K
PAVE
Global X Fds Us Infrastructure

ETFs
196
+ 1.2%
$36.39 - $41.16 $7.13K - $8.07K
16.6K $682K
MBIN
Merchants Bancorp

Financial Services
34
+ 0.22%
$39.38 - $52.59 $1.34K - $1.79K
15.4K $690K
AEP
American Electric Power CO Inc

Utilities
154
+ 4.8%
$87.11 - $104.95 $13.4K - $16.2K
3.36K $344K
MARB
First Tr Exchange Traded Fd Ii

ETFs
2.07K
+ 3.73%
$19.66 - $20.13 $40.8K - $41.7K
57.7K $1.14M
KO
Coca Cola CO

Consumer Defensive
21
+ 0.49%
$62.69 - $73.01 $1.32K - $1.53K
4.33K $311K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
32
+ 0.39%
$46.17 - $51.13 $1.48K - $1.64K
8.22K $420K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
9
+ 0.06%
$43.99 - $46.63 $396 - $420
14.5K $672K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2
+ 0.05%
$175.46 - $203.3 $351 - $407
3.77K $764K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
16
+ 0.49%
$77.23 - $87.97 $1.24K - $1.41K
3.26K $283K
AOA
Ishares Tr Core Aggressive All

ETFs
131
+ 3.16%
$72.11 - $79.05 $9.45K - $10.4K
4.28K $337K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.06%
$173.36 - $189.8 $173 - $190
1.69K $320K
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.15%
$200.87 - $224.6 $402 - $449
1.33K $293K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
10
+ 0.32%
$85.03 - $94.56 $850 - $946
3.14K $292K
VLUE
Ishares Msci Usa Value Factor

ETFs
24
+ 0.75%
$99.14 - $109.18 $2.38K - $2.62K
3.21K $349K
PG
Procter & Gamble CO

Consumer Defensive
14
+ 0.65%
$160.76 - $177.82 $2.25K - $2.49K
2.16K $373K
Activity Summary
Buys All Purchases 68 New Holdings 7 Increased Positions 61 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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