Bcgm Wealth Management, LLC Portfolio Holdings

Bcgm Wealth Management, LLC

  • $297 Million
  • Q1 2025

Bcgm Wealth Management, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $297 Million distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $29.3M, Ishares Core S&P 500 ETF with a value of $15.6M, Ishares Msci Usa Quality Facto with a value of $14.4M, Ishares Russell 1000 Gr ETF with a value of $10.6M, and Invesco Qqq Trust, Series 1 with a value of $10.6M.

Examining the 13F form we can see an increase of $8.59M in the current position value, from $288M to 297M.

Below you can find more details about Bcgm Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $297 Million
ETFs: $213 Million
Financial Services: $13.2 Million
Consumer Defensive: $10.2 Million
Technology: $9.89 Million
Energy: $8.46 Million
Healthcare: $7.98 Million
Industrials: $7.6 Million
Consumer Cyclical: $6.22 Million
Other: $16.3 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$293M
$2.68 Million 0.9% of portfolio
147,626
Q1 2025 Added 8.57%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $297 Million
  • Prior Value $288 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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