Bcgm Wealth Management, LLC Sells in Q3 2024

Bcgm Wealth Management, LLC

  • $287 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-51K
- 33.56%
$50.61 - $50.96 $2.58M - $2.6M
101K $5.14M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-28.2K
- 13.2%
$113.41 - $125.62 $3.19M - $3.54M
185K $23.3M
TJX
Tjx Companies Inc

Consumer Cyclical
-13.8K
- 86.98%
$107.93 - $120.23 $1.48M - $1.65M
2.06K $241K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-29.2K
- 38.96%
$51.58 - $53.79 $1.51M - $1.57M
45.8K $2.46M
CHKP
Check Point Software Technologies LTD

Technology
-3.9K
- 31.65%
$165.0 - $195.47 $644K - $763K
8.43K $1.62M
KR
Kroger CO

Consumer Defensive
-13.3K
- 26.13%
$50.43 - $57.3 $669K - $760K
37.5K $2.15M
GNTX
Gentex Corp

Consumer Cyclical
-370
- 1.06%
$28.39 - $35.19 $10.5K - $13K
34.6K $1.03M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-2.88K
- 8.37%
$49.69 - $50.5 $143K - $145K
31.5K $1.59M
XOM
Exxon Mobil Corp

Energy
-1.78K
- 4.17%
$109.72 - $119.0 $195K - $212K
40.9K $4.79M
SIXJ
Aim ETF Prods Tr Allianzim U S
-4.43K
- 17.78%
$27.55 - $29.4 $122K - $130K
20.5K $602K
IWP
Ishares Russell Mid Cap Growth

ETFs
-675
- 20.61%
$103.87 - $117.59 $70.1K - $79.4K
2.6K $304K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.61K
- 10.2%
$61.47 - $67.36 $99K - $108K
14.2K $953K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.8K
- 10.27%
$22.38 - $23.66 $40.4K - $42.7K
15.8K $369K
IXN
Ishares Global Information Tec

ETFs
-287
- 8.77%
$73.0 - $87.81 $21K - $25.2K
2.99K $246K
IWY
Ishares Tr Russell 200 Growth

ETFs
-213
- 3.34%
$194.66 - $225.97 $41.5K - $48.1K
6.17K $1.36M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.55K
- 9.13%
$48.51 - $52.86 $75K - $81.8K
15.4K $813K
XLC
Select Sector Spdr Tr Communic

ETFs
-278
- 8.55%
$82.16 - $90.4 $22.8K - $25.1K
2.97K $268K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-158
- 1.67%
$50.25 - $50.74 $7.94K - $8.02K
9.33K $473K
IEMG
Ishares Inc

ETFs
-133
- 0.36%
$53.64 - $53.64 $7.13K - $7.13K
36.7K $1.97M
BJAN
Innovator U.S. Equity Buffer E

ETFs
-300
- 4.15%
$43.63 - $46.56 $13.1K - $14K
6.93K $322K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-435
- 4.18%
$34.72 - $36.88 $15.1K - $16K
9.98K $368K
PSEP
Innovator U.S. Equity Power Bu
-6.01K
- 11.54%
N/A
46.1K $0
IVW
Ishares S&P 500 Growth ETF

ETFs
-77
- 3.31%
$84.77 - $97.13 $6.53K - $7.48K
2.25K $215K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-193
- 5.17%
$60.84 - $67.51 $11.7K - $13K
3.54K $239K
PDEC
Innovator U.S. Equity Power Bu
-876
- 13.22%
N/A
5.75K $0
Aim ETF Products Trust
-1.83K
- 6.0%
N/A
28.7K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-738
- 0.61%
N/A
121K $0
SUB
Ishares Short Term National Mu

ETFs
-23
- 0.52%
$104.3 - $106.3 $2.4K - $2.44K
4.36K $462K
PEP
Pepsico Inc

Consumer Defensive
-19
- 1.2%
$161.9 - $179.3 $3.08K - $3.41K
1.56K $265K
WBS
Webster Financial Corp

Financial Services
-875
- 5.16%
$42.49 - $49.62 $37.2K - $43.4K
16.1K $750K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-244
- 3.57%
$57.32 - $62.65 $14K - $15.3K
6.58K $410K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-91
- 2.1%
$77.24 - $83.67 $7.03K - $7.61K
4.25K $355K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-88
- 3.51%
$105.53 - $118.34 $9.29K - $10.4K
2.42K $282K
IWS
Ishares Russell Midcap Value E

ETFs
-75
- 2.83%
$119.52 - $132.25 $8.96K - $9.92K
2.58K $340K
IEFA
Ishares Tr

ETFs
-176
- 2.48%
$70.09 - $78.74 $12.3K - $13.9K
6.92K $539K
SIZE
Ishares Msci Usa Size Factor E

ETFs
-150
- 3.63%
$135.03 - $149.22 $20.3K - $22.4K
3.98K $591K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-695
- 2.88%
$54.98 - $59.51 $38.2K - $41.4K
23.4K $1.39M
T
At&T Inc.

Communication Services
-1.91K
- 8.12%
$18.21 - $22.28 $34.9K - $42.6K
21.6K $476K
VTI
Vanguard Total Stock Market Et

ETFs
-3
- 0.16%
$255.18 - $283.2 $766 - $850
1.84K $521K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-100
- 0.77%
$53.41 - $57.9 $5.34K - $5.79K
12.9K $744K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-50
- 0.84%
$69.31 - $77.34 $3.47K - $3.87K
5.89K $451K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-14
- 0.08%
$71.45 - $75.64 $1K - $1.06K
16.9K $1.27M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.98K
- 6.01%
$77.02 - $85.06 $152K - $168K
30.9K $2.61M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-245
- 1.1%
$434.77 - $502.96 $107K - $123K
22.1K $10.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-195
- 1.02%
$83.76 - $91.82 $16.3K - $17.9K
18.9K $1.72M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-442
- 1.56%
$332.02 - $382.76 $147K - $169K
28K $10.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-42
- 0.13%
$89.91 - $101.33 $3.78K - $4.26K
31.4K $3.08M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.34K
- 2.02%
$41.02 - $46.01 $54.8K - $61.5K
64.7K $2.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-172
- 1.44%
$475.2 - $527.7 $81.7K - $90.8K
11.8K $6.23M
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
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