Bcgm Wealth Management, LLC Incresed Positions in Q4 2024

Bcgm Wealth Management, LLC

  • $288 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
12.7K
+ 336.18%
$201.32 - $217.44 $2.55M - $2.76M
16.4K $3.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
8.96K
+ 4.84%
$124.26 - $134.12 $1.11M - $1.2M
194K $25M
MBLY
Mobileye Global Inc.
9.36K
+ 4.91%
$12.07 - $20.07 $113K - $188K
200K $3.98M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.9K
+ 5.91%
$49.03 - $53.35 $486K - $528K
177K $9.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
246
+ 1.11%
$481.22 - $538.17 $118K - $132K
22.4K $11.4M
GNTX
Gentex Corp

Consumer Cyclical
22.2K
+ 64.17%
$28.6 - $31.34 $634K - $695K
56.7K $1.63M
FMB
First Tr Exchange Traded Fd Ii

ETFs
13.6K
+ 12.66%
$50.62 - $52.07 $687K - $707K
121K $6.16M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.5K
+ 36.39%
$49.79 - $51.14 $522K - $536K
39.3K $1.97M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.29K
+ 4.22%
$176.42 - $186.91 $580K - $615K
81.2K $14.5M
MUB
Ishares National Muni Bond ETF

ETFs
5.43K
+ 12.63%
$105.78 - $108.7 $574K - $590K
48.4K $5.16M
ICSH
Blackrock Ultra Short Term Bon

ETFs
8.31K
+ 42.4%
$50.35 - $50.69 $418K - $421K
27.9K $1.41M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
7.55K
+ 8.65%
$63.01 - $68.55 $476K - $517K
94.8K $6M
TSLA
Tesla, Inc.

Consumer Cyclical
19
+ 0.73%
$213.65 - $479.86 $4.06K - $9.12K
2.63K $1.06M
FPI
Farmland Partners Inc.

Real Estate
1.02K
+ 0.39%
$10.17 - $12.76 $10.3K - $13K
262K $3.09M
DIS
Walt Disney CO

Communication Services
45
+ 0.2%
$92.39 - $117.6 $4.16K - $5.29K
22.1K $2.46M
AL
Air Lease Corp

Industrials
4K
+ 9.53%
$42.79 - $52.16 $171K - $208K
45.9K $2.21M
NVDA
Nvidia Corp

Technology
356
+ 2.02%
$117.0 - $148.88 $41.7K - $53K
18K $2.42M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.79K
+ 21.65%
$87.1 - $98.49 $591K - $669K
38.2K $3.33M
CTRA
Coterra Energy Inc.

Energy
2.92K
+ 2.87%
$22.71 - $27.63 $66.2K - $80.5K
105K $2.67M
AMZN
Amazon Com Inc

Consumer Cyclical
401
+ 9.75%
$180.88 - $232.93 $72.5K - $93.4K
4.51K $989K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.35K
+ 55.32%
$83.09 - $89.28 $195K - $210K
6.6K $560K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.88K
+ 83.44%
$94.43 - $105.47 $177K - $198K
4.13K $419K
KR
Kroger CO

Consumer Defensive
362
+ 0.97%
$55.21 - $63.3 $20K - $22.9K
37.9K $2.31M
POCT
Innovator U.S. Equity Power Bu

ETFs
4K
+ 47.48%
$38.63 - $40.03 $155K - $160K
12.4K $491K
IEMG
Ishares Inc

ETFs
2.07K
+ 5.65%
N/A
38.8K $2.08M
PM
Philip Morris International Inc.

Consumer Defensive
1.04K
+ 4.29%
$118.38 - $133.06 $123K - $138K
25.3K $3.04M
PG
Procter & Gamble CO

Consumer Defensive
634
+ 29.37%
$161.05 - $179.7 $102K - $114K
2.79K $468K
CVX
Chevron Corp

Energy
553
+ 33.76%
$141.15 - $162.53 $78.1K - $89.9K
2.19K $317K
GOOGL
Alphabet Inc.

Communication Services
40
+ 1.48%
$161.86 - $196.66 $6.47K - $7.87K
2.74K $518K
FRME
First Merchants Corp

Financial Services
6
+ 0.03%
$35.52 - $44.97 $213 - $270
22.7K $903K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.23K
+ 13.15%
$50.37 - $50.6 $61.8K - $62K
10.6K $531K
SPG
Simon Property Group Inc

Real Estate
139
+ 1.41%
$167.23 - $183.84 $23.2K - $25.6K
10K $1.72M
PAVE
Global X Fds Us Infrastructure

ETFs
1.62K
+ 9.75%
$40.41 - $45.95 $65.3K - $74.3K
18.2K $735K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
7.58K
+ 11.46%
$55.45 - $61.08 $421K - $463K
73.8K $4.09M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
598
+ 16.88%
$66.77 - $71.52 $39.9K - $42.8K
4.14K $285K
MARB
First Tr Exchange Traded Fd Ii

ETFs
1.8K
+ 3.12%
$19.62 - $19.93 $35.4K - $35.9K
59.5K $1.18M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.27K
+ 2.78%
$47.58 - $48.56 $108K - $110K
83.9K $4.01M
SUB
Ishares Short Term National Mu

ETFs
238
+ 5.46%
$104.94 - $106.2 $25K - $25.3K
4.6K $484K
JEPI
J P Morgan Exchange Traded Fd

ETFs
907
+ 3.87%
$57.53 - $60.83 $52.2K - $55.2K
24.3K $1.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
74
+ 3.06%
$113.92 - $127.38 $8.43K - $9.43K
2.49K $287K
APD
Air Products & Chemicals, Inc.

Basic Materials
99
+ 2.95%
$285.5 - $335.62 $28.3K - $33.2K
3.45K $1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
57
+ 0.87%
$61.68 - $67.87 $3.52K - $3.87K
6.64K $413K
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.15%
$216.13 - $242.4 $432 - $485
1.33K $294K
Blackrock ETF Trust Ii
15.6K
+ 19.84%
N/A
94.5K $0
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
35
+ 0.43%
$50.53 - $55.55 $1.77K - $1.94K
8.26K $420K
Bondbloxx ETF Trust
4.84K
+ 7.64%
N/A
68.2K $0
J P Morgan Exchange Traded F
278
+ 5.01%
N/A
5.83K $0
VLUE
Ishares Msci Usa Value Factor

ETFs
97
+ 3.03%
$104.01 - $115.38 $10.1K - $11.2K
3.3K $348K
AOA
Ishares Tr Core Aggressive All

ETFs
68
+ 1.59%
$76.61 - $79.88 $5.21K - $5.43K
4.34K $332K
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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