Bcgm Wealth Management, LLC Purchases in Q4 2024

Bcgm Wealth Management, LLC

  • $288 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
278
+ 5.01%
N/A
5.83K $0
Aim ETF Products Trust
9.24K
New
N/A
9.24K $0
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
35
+ 0.43%
$50.53 - $55.55 $1.77K - $1.94K
8.26K $420K
FLQH
Franklin Templeton Libertyq In

ETFs
239K
New
N/A
239K $0
Bondbloxx ETF Trust
4.84K
+ 7.64%
N/A
68.2K $0
VLUE
Ishares Msci Usa Value Factor

ETFs
97
+ 3.03%
$104.01 - $115.38 $10.1K - $11.2K
3.3K $348K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
66
+ 0.86%
$50.02 - $51.24 $3.3K - $3.38K
7.7K $386K
MSFT
Microsoft Corp

Technology
9
+ 0.93%
$406.35 - $454.46 $3.66K - $4.09K
976 $411K
AOA
Ishares Tr Core Aggressive All

ETFs
68
+ 1.59%
$76.61 - $79.88 $5.21K - $5.43K
4.34K $332K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4
+ 0.03%
$22.39 - $23.45 $89.6 - $93.8
15.8K $362K
SCHP
Schwab Strategic Us Tips ETF

ETFs
48.9K
+ 106.67%
$25.74 - $53.78 $1.26M - $2.63M
94.7K $2.45M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
42
+ 0.33%
$56.06 - $61.35 $2.35K - $2.58K
12.9K $729K
LLY
Eli Lilly & CO

Healthcare
585
+ 14.22%
$727.2 - $932.06 $425K - $545K
4.7K $3.63M
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 1.49%
$288.47 - $316.54 $7.79K - $8.55K
1.85K $534K
SCHV
Schwab Strategic Tr Us Large C

ETFs
28.6K
+ 202.13%
$25.79 - $80.4 $739K - $2.3M
42.8K $1.12M
HSY
Hershey CO

Consumer Defensive
10
+ 0.77%
$168.67 - $193.65 $1.69K - $1.94K
1.31K $222K
DHIL
Diamond Hill Investment Group Inc

Financial Services
615
+ 3.25%
$150.15 - $171.89 $92.3K - $106K
19.5K $3.03M
KO
Coca Cola CO

Consumer Defensive
143
+ 3.3%
$61.74 - $71.71 $8.83K - $10.3K
4.48K $278K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
154
+ 0.82%
$88.59 - $94.57 $13.6K - $14.6K
19K $1.69M
DEO
Diageo PLC

Consumer Defensive
887
+ 7.8%
$118.0 - $139.88 $105K - $124K
12.3K $1.56M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.35K
+ 3.41%
$42.84 - $45.38 $101K - $107K
71.3K $3.06M
FSLR
First Solar, Inc.

Technology
2.28K
+ 34.04%
$175.88 - $240.66 $401K - $548K
8.98K $1.58M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
61.1K
+ 197.41%
$26.93 - $84.95 $1.64M - $5.19M
92K $2.51M
VZ
Verizon Communications Inc

Communication Services
2.32K
+ 5.17%
$39.6 - $45.21 $91.7K - $105K
47.1K $1.88M
MBIN
Merchants Bancorp

Financial Services
31
+ 0.2%
$35.94 - $45.87 $1.11K - $1.42K
15.4K $561K
UNH
Unitedhealth Group Inc

Healthcare
143
+ 3.85%
$485.52 - $625.25 $69.4K - $89.4K
3.86K $1.95M
NOC
Northrop Grumman Corp

Industrials
180
+ 2.85%
$466.52 - $543.88 $84K - $97.9K
6.49K $3.05M
XOM
Exxon Mobil Corp

Energy
552
+ 1.35%
$105.51 - $125.37 $58.2K - $69.2K
41.4K $4.46M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.08K
+ 5.7%
$79.93 - $88.06 $486K - $535K
113K $9.02M
CVS
Cvs Health Corp

Healthcare
148
+ 0.64%
$43.78 - $67.46 $6.48K - $9.98K
23.4K $1.05M
SBSW
Sibanye Stillwater LTD

Basic Materials
17.4K
+ 2.81%
$3.24 - $5.22 $56.4K - $90.8K
638K $2.1M
LOVE
Lovesac CO

Consumer Cyclical
1.62K
+ 1.2%
$22.7 - $38.64 $36.7K - $62.4K
136K $3.24M
Activity Summary
Buys All Purchases 83 New Holdings 7 Increased Positions 76 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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