Bcgm Wealth Management, LLC Purchases in Q2 2024

Bcgm Wealth Management, LLC

  • $272 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
10.3K
+ 56.77%
$316.15 - $367.33 $3.25M - $3.78M
28.4K $10.4M
PM
Philip Morris International Inc.

Consumer Defensive
22.3K
New
$88.6 - $104.24 $1.97M - $2.32M
22.3K $2.26M
IEMG
Ishares Inc

ETFs
36.8K
New
$50.02 - $54.95 $1.84M - $2.02M
36.8K $1.97M
HEFA
Ishares Currency Hedged Msci E

ETFs
48.6K
New
$33.83 - $35.94 $1.64M - $1.75M
48.6K $1.73M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
27.3K
+ 316.53%
$32.47 - $34.15 $886K - $932K
35.9K $1.22M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.92K
+ 2.53%
$154.56 - $173.19 $297K - $333K
77.9K $13.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
65
+ 0.29%
$414.65 - $485.21 $27K - $31.5K
22.4K $10.7M
NVDA
Nvidia Corp

Technology
14.6K
+ 1039.23%
$118.11 - $1224.4 $1.72M - $17.8M
16K $1.97M
MUB
Ishares National Muni Bond ETF

ETFs
6.61K
+ 21.43%
$105.37 - $107.16 $696K - $708K
37.4K $3.99M
LLY
Eli Lilly & CO

Healthcare
163
+ 4.13%
$724.87 - $909.04 $118K - $148K
4.11K $3.72M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
14.5K
New
$43.4 - $44.71 $628K - $646K
14.5K $641K
FSLR
First Solar, Inc.

Technology
211
+ 3.29%
$166.73 - $300.71 $35.2K - $63.4K
6.62K $1.49M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
7.17K
+ 8.95%
$56.88 - $60.48 $408K - $434K
87.3K $5.17M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.98K
New
$98.66 - $105.11 $294K - $313K
2.98K $305K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.23K
+ 5.33%
$55.18 - $59.2 $178K - $191K
63.7K $3.77M
MBLY
Mobileye Global Inc.
16.7K
+ 32.16%
$25.39 - $32.71 $424K - $546K
68.6K $1.93M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.21K
+ 39.57%
$49.55 - $50.44 $258K - $263K
18.4K $919K
JPM
Jpmorgan Chase & CO

Financial Services
1.05K
+ 5.49%
$180.08 - $204.79 $189K - $214K
20.1K $4.07M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.43K
+ 12.26%
$87.78 - $94.67 $301K - $325K
31.4K $2.88M
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.47K
+ 6.34%
$51.1 - $52.24 $228K - $234K
75K $3.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.33K
New
$79.31 - $93.31 $185K - $217K
2.33K $215K
SIXJ
Aim ETF Prods Tr Allianzim U S
7.07K
+ 39.57%
$27.31 - $28.4 $193K - $201K
24.9K $708K
AMGN
Amgen Inc

Healthcare
647
New
$262.75 - $319.31 $170K - $207K
647 $202K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.17K
+ 5.59%
$46.84 - $47.46 $195K - $198K
78.8K $3.73M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
3.72K
+ 5.91%
$42.01 - $43.6 $156K - $162K
66.6K $2.87M
GOOGL
Alphabet Inc.

Communication Services
200
+ 8.0%
$150.53 - $185.41 $30.1K - $37.1K
2.7K $491K
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.71K
+ 2.75%
$50.47 - $51.43 $137K - $140K
101K $5.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
124
+ 9.13%
$495.16 - $548.49 $61.4K - $68K
1.48K $806K
AMZN
Amazon Com Inc

Consumer Cyclical
200
+ 5.12%
$173.67 - $197.85 $34.7K - $39.6K
4.11K $794K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.09K
+ 33.63%
$76.13 - $79.59 $83.1K - $86.9K
4.34K $341K
APD
Air Products & Chemicals, Inc.

Basic Materials
24
+ 0.75%
$227.76 - $285.31 $5.47K - $6.85K
3.21K $829K
PEP
Pepsico Inc

Consumer Defensive
384
+ 32.08%
$163.33 - $183.11 $62.7K - $70.3K
1.58K $260K
T
At&T Inc.

Communication Services
269
+ 1.15%
$16.09 - $19.11 $4.33K - $5.14K
23.6K $450K
MARB
First Tr Exchange Traded Fd Ii

ETFs
2.51K
+ 4.73%
$19.48 - $19.83 $48.9K - $49.8K
55.7K $1.09M
KO
Coca Cola CO

Consumer Defensive
354
+ 8.94%
$58.06 - $64.15 $20.6K - $22.7K
4.31K $274K
BND
Vanguard Bd Index Fd Inc Total

ETFs
532
+ 3.24%
$70.55 - $72.66 $37.5K - $38.7K
17K $1.22M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.03%
$173.58 - $198.8 $174 - $199
3.77K $734K
PAPR
Innovator U.S. Equity Power Bu

ETFs
436
+ 3.86%
$32.62 - $34.69 $14.2K - $15.1K
11.7K $407K
BLNK
Blink Charging Co.

Industrials
10K
New
$2.29 - $3.41 $22.9K - $34.1K
10K $27K
VTI
Vanguard Total Stock Market Et

ETFs
32
+ 1.77%
$245.23 - $269.4 $7.85K - $8.62K
1.84K $493K
DUK
Duke Energy Corp

Utilities
12
+ 0.21%
$92.87 - $104.6 $1.11K - $1.26K
5.76K $577K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
32
+ 0.86%
$58.24 - $64.51 $1.86K - $2.06K
3.74K $239K
AOA
Ishares Tr Core Aggressive All

ETFs
76
+ 1.87%
$70.02 - $75.08 $5.32K - $5.71K
4.15K $309K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
21
+ 0.11%
$79.92 - $84.63 $1.68K - $1.78K
19.1K $1.6M
AEP
American Electric Power CO Inc

Utilities
1
+ 0.03%
$79.51 - $92.67 $79.5 - $92.7
3.21K $281K
LOVE
Lovesac CO

Consumer Cyclical
200
+ 0.15%
$18.8 - $28.71 $3.76K - $5.74K
133K $3.01M
Calamos ETF Tr
35.7K
New
N/A
35.7K $0
Blackrock ETF Trust Ii
8K
+ 12.22%
N/A
73.4K $0
Aim ETF Products Trust
31.7K
+ 417.49%
N/A
39.3K $0
Activity Summary
Buys All Purchases 69 New Holdings 9 Increased Positions 60 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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