Bcgm Wealth Management, LLC Reduced Holdings in Q1 2025

Bcgm Wealth Management, LLC

  • $297 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-32.8K
- 85.96%
$85.29 - $92.57 $2.8M - $3.04M
5.36K $487K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-47.5K
- 64.34%
$54.25 - $57.64 $2.57M - $2.74M
26.3K $1.45M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-30K
- 26.61%
$78.97 - $85.82 $2.37M - $2.58M
82.8K $6.87M
IVV
Ishares Core S&P 500 ETF

ETFs
-452
- 1.6%
$554.06 - $615.85 $250K - $278K
27.8K $15.6M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-20.5K
- 8.79%
$45.56 - $47.23 $932K - $966K
212K $9.99M
MUB
Ishares National Muni Bond ETF

ETFs
-6.03K
- 12.44%
$104.71 - $107.69 $631K - $649K
42.4K $4.47M
AAPL
Apple Inc.

Technology
-73
- 0.39%
$209.68 - $247.1 $15.3K - $18K
18.5K $4.11M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-9.82K
- 9.94%
$50.72 - $50.92 $498K - $500K
89K $4.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-364
- 3.21%
$507.05 - $563.67 $185K - $205K
11K $5.65M
FPI
Farmland Partners Inc.

Real Estate
-27.5K
- 10.49%
$10.72 - $12.51 $295K - $344K
235K $2.62M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.74K
- 4.24%
$40.03 - $46.81 $110K - $128K
61.9K $2.52M
VO
Vanguard Mid Cap ETF

ETFs
-868
- 5.66%
$251.87 - $277.95 $219K - $241K
14.5K $3.74M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.62K
- 53.21%
$50.39 - $50.66 $283K - $284K
4.94K $249K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-4.03K
- 3.34%
$50.17 - $51.45 $202K - $207K
117K $5.89M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.56K
- 9.3%
$27.01 - $28.54 $231K - $244K
83.4K $2.33M
IWY
Ishares Tr Russell 200 Growth

ETFs
-58
- 1.02%
$210.19 - $243.33 $12.2K - $14.1K
5.64K $1.19M
AMZN
Amazon Com Inc

Consumer Cyclical
-37
- 0.82%
$190.26 - $242.06 $7.04K - $8.96K
4.48K $851K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.22K
- 38.26%
$69.81 - $78.9 $155K - $175K
3.58K $279K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-2.45K
- 8.44%
$49.75 - $50.27 $122K - $123K
26.6K $1.33M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.31K
- 10.13%
$53.6 - $58.97 $70.1K - $77.1K
11.6K $635K
SPG
Simon Property Group Inc

Real Estate
-40
- 0.4%
$159.48 - $187.78 $6.38K - $7.51K
9.98K $1.66M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-600
- 4.4%
$65.27 - $71.18 $39.2K - $42.7K
13K $864K
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.88%
$551.42 - $612.93 $5.51K - $6.13K
1.13K $629K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-87
- 3.49%
$102.49 - $119.96 $8.92K - $10.4K
2.41K $251K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-87
- 1.31%
$57.21 - $65.8 $4.98K - $5.72K
6.55K $382K
SUB
Ishares Short Term National Mu

ETFs
-265
- 5.76%
$105.3 - $106.24 $27.9K - $28.2K
4.33K $457K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-247
- 1.02%
$56.17 - $59.71 $13.9K - $14.7K
24.1K $1.38M
IEFA
Ishares Tr

ETFs
-774
- 11.8%
$69.57 - $78.65 $53.8K - $60.9K
5.79K $437K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-59
- 1.43%
$64.88 - $72.1 $3.83K - $4.25K
4.08K $268K
IWS
Ishares Russell Midcap Value E

ETFs
-11
- 0.43%
$122.59 - $135.24 $1.35K - $1.49K
2.57K $323K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-151
- 1.03%
$49.78 - $53.19 $7.52K - $8.03K
14.5K $740K
AOA
Ishares Tr Core Aggressive All

ETFs
-94
- 2.16%
$75.7 - $80.01 $7.12K - $7.52K
4.25K $325K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-97
- 0.62%
$22.25 - $23.0 $2.16K - $2.23K
15.7K $360K
PG
Procter & Gamble CO

Consumer Defensive
-51
- 1.83%
$158.56 - $176.26 $8.09K - $8.99K
2.74K $467K
FLQH
Franklin Templeton Libertyq In

ETFs
-133K
- 55.65%
N/A
106K $0
DUK
Duke Energy Corp

Utilities
-323
- 5.72%
$105.87 - $121.97 $34.2K - $39.4K
5.32K $648K
CVX
Chevron Corp

Energy
-28
- 1.28%
$146.71 - $167.97 $4.11K - $4.7K
2.16K $361K
T
At&T Inc.

Communication Services
-1.48K
- 9.19%
$21.56 - $28.28 $31.9K - $41.8K
14.6K $413K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-266
- 1.4%
$87.68 - $94.52 $23.3K - $25.1K
18.8K $1.76M
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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