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
OEF
Ishares S&P 100 ETF

ETFs
23
+ 1.46%
N/A
1.59K $424K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
38
+ 0.46%
$43.28 - $50.37 $1.64K - $1.91K
8.33K $417K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
17
+ 0.56%
$67.03 - $80.35 $1.14K - $1.37K
3.05K $243K
Bondbloxx ETF Trust
5.23K
+ 9.07%
N/A
62.9K $0
J P Morgan Exchange Traded F
126
+ 2.07%
N/A
6.22K $0
Bondbloxx ETF Trust
6.49K
+ 7.44%
N/A
93.7K $0
Blackrock ETF Trust Ii
2.75K
+ 31.73%
N/A
11.4K $0
Blackrock ETF Trust
129K
+ 1160.69%
N/A
140K $0
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
50
+ 0.42%
$48.46 - $50.2 $2.42K - $2.51K
11.8K $587K
KO
Coca Cola CO

Consumer Defensive
23
+ 0.51%
$68.37 - $73.9 $1.57K - $1.7K
4.5K $318K
DUK
Duke Energy Corp

Utilities
12
+ 0.23%
$112.46 - $124.05 $1.35K - $1.49K
5.33K $629K
PEP
Pepsico Inc

Consumer Defensive
45
+ 2.65%
$128.02 - $151.37 $5.76K - $6.81K
1.74K $229K
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 0.49%
$285.55 - $321.23 $2.57K - $2.89K
1.86K $544K
SPG
Simon Property Group Inc

Real Estate
110
+ 1.1%
$140.37 - $171.44 $15.4K - $18.9K
10.1K $1.62M
GNTX
Gentex Corp

Consumer Cyclical
1.91K
+ 3.17%
$20.83 - $23.52 $39.7K - $44.8K
61.9K $1.36M
NOC
Northrop Grumman Corp

Industrials
82
+ 1.24%
$456.3 - $540.39 $37.4K - $44.3K
6.69K $3.35M
FRME
First Merchants Corp

Financial Services
6
+ 0.03%
$34.13 - $40.19 $205 - $241
22.7K $868K
CHKP
Check Point Software Technologies LTD

Technology
34
+ 0.4%
$204.26 - $233.47 $6.94K - $7.94K
8.46K $1.87M
MBIN
Merchants Bancorp

Financial Services
41
+ 0.27%
$30.06 - $37.17 $1.23K - $1.52K
15.5K $511K
UNH
Unitedhealth Group Inc

Healthcare
2.36K
+ 59.03%
$274.35 - $599.47 $647K - $1.41M
6.36K $1.98M
LLY
Eli Lilly & CO

Healthcare
100
+ 2.13%
$713.71 - $898.95 $71.4K - $89.9K
4.8K $3.74M
AAPL
Apple Inc.

Technology
579
+ 3.13%
$172.42 - $223.89 $99.8K - $130K
19.1K $3.91M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
115
+ 1.81%
$483.48 - $539.8 $55.6K - $62.1K
6.48K $3.15M
CTRA
Coterra Energy Inc.

Energy
1.01K
+ 0.96%
$22.6 - $29.07 $22.8K - $29.4K
106K $2.7M
XOM
Exxon Mobil Corp

Energy
496
+ 1.17%
$99.93 - $119.04 $49.6K - $59K
43K $4.63M
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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