Bcgm Wealth Management, LLC Incresed Positions in Q3 2025

Bcgm Wealth Management, LLC

  • $347 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MGC
Vanguard Mega Cap ETF

ETFs
18.8K
+ 97.33%
$224.2 - $245.55 $4.21M - $4.61M
38.1K $9.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
33.7K
+ 17.01%
$54.35 - $59.32 $1.83M - $2M
232K $13.7M
SBSW
Sibanye Stillwater LTD

Basic Materials
12.5K
+ 1.81%
$7.27 - $11.24 $91.1K - $141K
705K $7.93M
IAU
Ishares Gold Trust

ETFs
18.5K
+ 34.87%
$61.62 - $72.77 $1.14M - $1.35M
71.7K $5.21M
SAM
Boston Beer CO Inc

Consumer Defensive
5.94K
+ 166.98%
$191.38 - $226.97 $1.14M - $1.35M
9.49K $2.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.45K
+ 1.66%
$182.33 - $194.5 $265K - $282K
88.7K $17.2M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
7.74K
+ 5.18%
$64.75 - $69.05 $501K - $535K
157K $10.8M
AAPL
Apple Inc.

Technology
312
+ 1.64%
$202.38 - $256.87 $63.1K - $80.1K
19.4K $4.94M
NOC
Northrop Grumman Corp

Industrials
327
+ 4.89%
$498.9 - $609.32 $163K - $199K
7.02K $4.28M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.19K
+ 10.43%
$98.52 - $103.93 $610K - $643K
65.5K $6.75M
FSLR
First Solar, Inc.

Technology
584
+ 6.15%
$160.84 - $223.53 $93.9K - $131K
10.1K $2.22M
HII
Huntington Ingalls Industries, Inc.

Industrials
482
+ 4.9%
$246.31 - $287.91 $119K - $139K
10.3K $2.97M
MUB
Ishares National Muni Bond ETF

ETFs
4.68K
+ 12.1%
$103.24 - $106.68 $483K - $499K
43.3K $4.61M
GOOGL
Alphabet Inc.

Communication Services
1.32K
+ 44.78%
$174.36 - $254.72 $230K - $335K
4.26K $1.04M
GNTX
Gentex Corp

Consumer Cyclical
3.75K
+ 6.06%
$22.66 - $29.06 $85K - $109K
65.7K $1.86M
TSLA
Tesla, Inc.

Consumer Cyclical
113
+ 4.14%
$293.94 - $444.72 $33.2K - $50.3K
2.85K $1.27M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
444
+ 2.57%
$236.25 - $257.69 $105K - $114K
17.7K $4.54M
SPG
Simon Property Group Inc

Real Estate
545
+ 5.4%
$159.93 - $187.67 $87.2K - $102K
10.6K $2M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.18K
+ 60.66%
$49.09 - $50.58 $352K - $363K
19K $959K
AVGO
Broadcom Inc.

Technology
922
+ 95.64%
$264.74 - $369.57 $244K - $341K
1.89K $622K
AMZN
Amazon Com Inc

Consumer Cyclical
1.56K
+ 31.11%
$211.65 - $238.24 $330K - $371K
6.56K $1.44M
XOM
Exxon Mobil Corp

Energy
508
+ 1.18%
$105.83 - $117.22 $53.8K - $59.5K
43.5K $4.9M
UNH
Unitedhealth Group Inc

Healthcare
159
+ 2.5%
$237.77 - $353.61 $37.8K - $56.2K
6.51K $2.25M
CVS
Cvs Health Corp

Healthcare
757
+ 2.78%
$58.75 - $76.5 $44.5K - $57.9K
28K $2.11M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
4.11K
+ 5.44%
$43.36 - $44.8 $178K - $184K
79.7K $3.54M
BNDX
Vanguard Total International B

ETFs
4.36K
+ 4.76%
$49.0 - $49.51 $214K - $216K
96K $4.75M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
181
+ 2.79%
$459.11 - $506.91 $83.1K - $91.8K
6.66K $3.35M
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.36K
+ 6.35%
$26.44 - $27.1 $168K - $172K
107K $2.87M
MSFT
Microsoft Corp

Technology
335
+ 29.78%
$491.09 - $535.64 $165K - $179K
1.46K $756K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.33K
+ 6.72%
$26.38 - $27.95 $114K - $121K
68.8K $1.88M
VTI
Vanguard Total Stock Market Et

ETFs
348
+ 16.44%
$303.93 - $329.86 $106K - $115K
2.47K $808K
FMB
First Tr Exchange Traded Fd Ii

ETFs
951
+ 0.77%
$49.32 - $50.93 $46.9K - $48.4K
124K $6.3M
VZ
Verizon Communications Inc

Communication Services
2.71K
+ 5.16%
$40.84 - $45.06 $111K - $122K
55.2K $2.43M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.06K
+ 2.43%
$86.07 - $90.74 $177K - $187K
86.9K $7.78M
ICVT
Ishares Tr Convertible Bond Et

ETFs
787
+ 16.22%
$89.29 - $100.17 $70.3K - $78.8K
5.64K $564K
CVX
Chevron Corp

Energy
509
+ 24.48%
$145.57 - $161.83 $74.1K - $82.4K
2.59K $401K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
114
+ 0.14%
$48.5 - $50.19 $5.53K - $5.72K
80K $4.01M
MARB
First Tr Exchange Traded Fd Ii

ETFs
4.19K
+ 6.64%
$20.1 - $20.8 $84.3K - $87.2K
67.3K $1.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
30
+ 2.58%
$617.65 - $666.84 $18.5K - $20K
1.19K $793K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.4K
+ 10.31%
$49.78 - $50.75 $69.9K - $71.3K
15K $760K
SCHV
Schwab Strategic Tr Us Large C

ETFs
151
+ 0.33%
$27.61 - $29.15 $4.17K - $4.4K
46.1K $1.34M
BND
Vanguard Bd Index Fd Inc Total

ETFs
774
+ 5.16%
$72.57 - $74.72 $56.2K - $57.8K
15.8K $1.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.05%
$108.97 - $121.65 $327 - $365
5.51K $665K
SIXJ
Aim ETF Prods Tr Allianzim U S
800
+ 3.9%
$31.96 - $33.34 $25.6K - $26.7K
21.3K $710K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.03K
+ 3.58%
$50.52 - $50.75 $51.9K - $52.2K
29.7K $1.51M
VLUE
Ishares Msci Usa Value Factor

ETFs
17
+ 0.51%
$111.55 - $125.05 $1.9K - $2.13K
3.36K $420K
AOA
Ishares Tr Core Aggressive All

ETFs
244
+ 5.75%
$82.71 - $88.14 $20.2K - $21.5K
4.49K $395K
MCD
Mcdonalds Corp

Consumer Cyclical
50
+ 2.68%
$291.67 - $316.99 $14.6K - $15.8K
1.91K $581K
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.15%
$214.92 - $244.84 $430 - $490
1.34K $323K
Activity Summary
Buys All Purchases 94 New Holdings 11 Increased Positions 83 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 3
Track This Portfolio

Track Bcgm Wealth Management, LLC Portfolio

Follow Bcgm Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bcgm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bcgm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email