Bcgm Wealth Management, LLC Reduced Holdings in Q2 2025

Bcgm Wealth Management, LLC

  • $322 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-124K
- 51.72%
$108.12 - $135.04 $13.4M - $16.8M
116K $15.6M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-100K
- 47.1%
$45.9 - $47.2 $4.59M - $4.72M
112K $5.29M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-19K
- 22.78%
$24.32 - $27.87 $462K - $530K
64.4K $1.71M
KR
Kroger CO

Consumer Defensive
-10.4K
- 26.73%
$64.62 - $74.0 $673K - $770K
28.5K $2.05M
FNDB
Schwab Fundamental U S Broad M

ETFs
-23K
- 67.23%
$20.36 - $23.98 $467K - $551K
11.2K $268K
MUB
Ishares National Muni Bond ETF

ETFs
-3.79K
- 8.93%
$102.31 - $105.8 $388K - $401K
38.6K $4.04M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-5.75K
- 6.46%
$50.52 - $50.92 $291K - $293K
83.3K $4.24M
LOVE
Lovesac CO

Consumer Cyclical
-8.56K
- 5.8%
$12.47 - $21.34 $107K - $183K
139K $2.53M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.31K
- 19.88%
$47.46 - $55.3 $110K - $128K
9.3K $512K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.84K
- 27.46%
$78.98 - $90.1 $145K - $165K
4.85K $437K
T
At&T Inc.

Communication Services
-3.08K
- 21.08%
$26.33 - $28.94 $81.1K - $89.1K
11.5K $333K
CVX
Chevron Corp

Energy
-84
- 3.88%
$133.73 - $168.51 $11.2K - $14.2K
2.08K $297K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.17K
- 3.92%
$50.48 - $50.71 $59K - $59.3K
28.7K $1.45M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.55K
- 11.92%
$59.24 - $71.39 $92K - $111K
11.5K $817K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.6K
- 16.31%
$33.22 - $37.29 $53K - $59.5K
8.19K $305K
PG
Procter & Gamble CO

Consumer Defensive
-4
- 0.15%
$157.66 - $172.39 $631 - $690
2.74K $436K
AEP
American Electric Power CO Inc

Utilities
-105
- 3.13%
$98.59 - $109.11 $10.4K - $11.5K
3.25K $336K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-513
- 16.23%
$72.61 - $88.75 $37.2K - $45.5K
2.65K $235K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-121
- 2.26%
$83.97 - $92.85 $10.2K - $11.2K
5.24K $461K
IWS
Ishares Russell Midcap Value E

ETFs
-294
- 11.46%
$110.58 - $132.14 $32.5K - $38.8K
2.27K $300K
SUB
Ishares Short Term National Mu

ETFs
-207
- 4.78%
$104.77 - $106.34 $21.7K - $22K
4.13K $438K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-476
- 3.28%
$45.11 - $52.34 $21.5K - $24.9K
14K $733K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-89
- 0.57%
$22.54 - $23.17 $2.01K - $2.06K
15.6K $357K
PSEP
Innovator U.S. Equity Power Bu
-130
- 0.39%
N/A
33.5K $0
FLQH
Franklin Templeton Libertyq In

ETFs
-93.3K
- 88.09%
N/A
12.6K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-186
- 0.15%
N/A
126K $0
Blackrock ETF Trust Ii
-1.6K
- 1.6%
N/A
98.1K $0
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3
- 0.06%
$50.36 - $50.68 $151 - $152
4.93K $250K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-177
- 4.94%
$73.0 - $85.5 $12.9K - $15.1K
3.41K $286K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.33K
- 3.76%
$35.35 - $42.68 $82.3K - $99.3K
59.5K $2.54M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-59
- 1.45%
$58.41 - $72.69 $3.45K - $4.29K
4.02K $292K
AOA
Ishares Tr Core Aggressive All

ETFs
-3
- 0.07%
$69.46 - $83.4 $208 - $250
4.25K $354K
SIZE
Ishares Msci Usa Size Factor E

ETFs
-1
- 0.03%
$128.15 - $154.54 $128 - $155
3.96K $612K
VO
Vanguard Mid Cap ETF

ETFs
-964
- 6.66%
$228.54 - $279.83 $220K - $270K
13.5K $3.78M
IEFA
Ishares Tr

ETFs
-98
- 1.69%
$67.83 - $84.09 $6.65K - $8.24K
5.69K $474K
IXN
Ishares Global Information Tec

ETFs
-18
- 0.61%
$65.81 - $92.34 $1.18K - $1.66K
2.93K $270K
IWY
Ishares Tr Russell 200 Growth

ETFs
-315
- 5.59%
$187.5 - $246.51 $59.1K - $77.7K
5.32K $1.31M
AL
Air Lease Corp

Industrials
-1.06K
- 2.19%
$40.46 - $58.71 $42.9K - $62.3K
47.4K $2.77M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-206
- 1.87%
$456.74 - $568.03 $94.1K - $117K
10.8K $6.13M
JPM
Jpmorgan Chase & CO

Financial Services
-75
- 0.41%
$210.28 - $289.91 $15.8K - $21.7K
18.3K $5.29M
IVV
Ishares Core S&P 500 ETF

ETFs
-391
- 1.41%
$498.8 - $620.9 $195K - $243K
27.4K $17M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-749
- 2.54%
$320.42 - $424.58 $240K - $318K
28.7K $12.2M
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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