Bcgm Wealth Management, LLC Incresed Positions in Q1 2025

Bcgm Wealth Management, LLC

  • $297 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
46.8K
+ 1078.85%
$97.25 - $104.79 $4.55M - $4.9M
51.1K $5.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
45.9K
+ 23.64%
$120.29 - $134.6 $5.52M - $6.18M
240K $29.3M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
40.7K
+ 42.87%
$61.9 - $66.89 $2.52M - $2.72M
135K $8.61M
IAU
Ishares Gold Trust

ETFs
27.6K
+ 118.04%
$49.74 - $58.96 $1.37M - $1.63M
51K $3M
PJAN
Innovator U.S. Equity Power Bu

ETFs
33.5K
+ 38.27%
$41.09 - $43.24 $1.38M - $1.45M
121K $5.02M
PM
Philip Morris International Inc.

Consumer Defensive
662
+ 2.62%
$117.15 - $158.79 $77.6K - $105K
25.9K $4.12M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
20.3K
+ 51.66%
$49.25 - $50.66 $999K - $1.03M
59.6K $2.96M
SBSW
Sibanye Stillwater LTD

Basic Materials
29.1K
+ 4.56%
$3.19 - $4.58 $92.7K - $133K
667K $3.05M
CVS
Cvs Health Corp

Healthcare
3.19K
+ 13.65%
$44.22 - $68.64 $141K - $219K
26.6K $1.8M
HII
Huntington Ingalls Industries, Inc.

Industrials
3.15K
+ 52.42%
$159.75 - $208.61 $503K - $656K
9.15K $1.87M
XOM
Exxon Mobil Corp

Energy
1.06K
+ 2.56%
$105.44 - $118.93 $112K - $126K
42.5K $5.05M
IEMG
Ishares Inc

ETFs
7.36K
+ 18.98%
N/A
46.2K $2.48M
VZ
Verizon Communications Inc

Communication Services
2.78K
+ 5.91%
$37.81 - $46.49 $105K - $129K
49.9K $2.26M
CHKP
Check Point Software Technologies LTD

Technology
163
+ 1.97%
$179.88 - $231.31 $29.3K - $37.7K
8.42K $1.92M
CTRA
Coterra Energy Inc.

Energy
860
+ 0.82%
$25.51 - $29.83 $21.9K - $25.7K
105K $3.05M
NOC
Northrop Grumman Corp

Industrials
119
+ 1.83%
$433.45 - $513.82 $51.6K - $61.1K
6.61K $3.38M
KR
Kroger CO

Consumer Defensive
1.09K
+ 2.87%
$58.36 - $67.72 $63.3K - $73.5K
38.9K $2.64M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.02%
$725.72 - $929.72 $726 - $930
4.7K $3.88M
JPM
Jpmorgan Chase & CO

Financial Services
444
+ 2.48%
$225.19 - $279.95 $100K - $124K
18.3K $4.5M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.09K
+ 53.07%
$49.69 - $50.76 $203K - $207K
11.8K $589K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.15K
+ 3.76%
$47.59 - $48.35 $150K - $152K
87K $4.21M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.7K
+ 3.91%
$25.69 - $26.89 $95K - $99.4K
98.4K $2.64M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.67K
+ 3.74%
$42.4 - $44.11 $113K - $118K
74K $3.24M
UNH
Unitedhealth Group Inc

Healthcare
138
+ 3.58%
$461.52 - $548.18 $63.7K - $75.6K
4K $2.09M
AL
Air Lease Corp

Industrials
2.54K
+ 5.53%
$43.38 - $51.13 $110K - $130K
48.5K $2.34M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
2.15K
+ 10.63%
$46.45 - $47.26 $100K - $102K
22.4K $1.06M
UL
Unilever PLC

Consumer Defensive
1.23K
+ 9.34%
$54.72 - $60.29 $67.4K - $74.2K
14.4K $857K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.96K
+ 7.03%
$50.44 - $50.7 $99K - $99.5K
29.9K $1.51M
D
Dominion Energy, Inc

Utilities
1.39K
+ 12.81%
$52.85 - $57.43 $73.4K - $79.7K
12.2K $685K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.68K
+ 6.26%
$25.77 - $27.6 $69.1K - $74K
45.5K $1.21M
BND
Vanguard Bd Index Fd Inc Total

ETFs
866
+ 6.19%
$71.17 - $73.66 $61.6K - $63.8K
14.9K $1.09M
APD
Air Products & Chemicals, Inc.

Basic Materials
195
+ 5.65%
$283.24 - $338.07 $55.2K - $65.9K
3.65K $1.08M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10.6K
+ 5.98%
$48.06 - $53.73 $510K - $570K
188K $9.17M
AEP
American Electric Power CO Inc

Utilities
1
+ 0.03%
$90.32 - $109.27 $90.3 - $109
3.35K $366K
MARB
First Tr Exchange Traded Fd Ii

ETFs
2.42K
+ 4.06%
$19.75 - $20.03 $47.8K - $48.4K
62K $1.24M
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.54%
$279.74 - $321.29 $2.8K - $3.21K
1.86K $579K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
550
+ 3.34%
$196.12 - $229.48 $108K - $126K
17K $3.43M
PEP
Pepsico Inc

Consumer Defensive
136
+ 8.72%
$142.64 - $156.42 $19.4K - $21.3K
1.7K $254K
FRME
First Merchants Corp

Financial Services
6
+ 0.03%
$37.99 - $45.25 $228 - $272
22.7K $916K
MBIN
Merchants Bancorp

Financial Services
38
+ 0.25%
$34.75 - $43.49 $1.32K - $1.65K
15.4K $571K
META
Meta Platforms, Inc.

Communication Services
45
+ 3.43%
$576.36 - $736.67 $25.9K - $33.2K
1.36K $781K
WBS
Webster Financial Corp

Financial Services
1.21K
+ 8.22%
$47.55 - $61.41 $57.7K - $74.6K
16K $823K
VLUE
Ishares Msci Usa Value Factor

ETFs
20
+ 0.61%
$104.89 - $113.56 $2.1K - $2.27K
3.32K $354K
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.12%
$182.82 - $196.21 $366 - $392
1.63K $305K
HSY
Hershey CO

Consumer Defensive
10
+ 0.76%
$144.74 - $186.36 $1.45K - $1.86K
1.32K $226K
MEAR
Blackrock Short Maturity Munic

ETFs
24
+ 0.51%
$49.97 - $50.36 $1.2K - $1.21K
4.75K $238K
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
5.04K
+ 4.16%
N/A
126K $0
Innovator Etfs Trust
13.3K
+ 140.41%
N/A
22.7K $0
Bondbloxx ETF Trust
19K
+ 27.86%
N/A
87.2K $0
Activity Summary
Buys All Purchases 83 New Holdings 9 Increased Positions 74 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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