Bcgm Wealth Management, LLC Reduced Holdings in Q4 2024

Bcgm Wealth Management, LLC

  • $288 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
-61.8K
- 20.99%
$46.07 - $48.17 $2.85M - $2.98M
233K $10.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.37K
- 28.29%
$442.29 - $483.08 $1.05M - $1.15M
6.01K $2.72M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.95K
- 17.44%
$71.75 - $75.11 $212K - $222K
14K $1.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
-346
- 23.35%
$567.81 - $607.81 $196K - $210K
1.14K $665K
UL
Unilever PLC

Consumer Defensive
-835
- 5.96%
$56.7 - $64.64 $47.3K - $54K
13.2K $747K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-2.49K
- 7.89%
$49.74 - $50.43 $124K - $125K
29K $1.45M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.08K
- 2.06%
$50.67 - $50.9 $105K - $106K
98.8K $5.01M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-708
- 14.04%
$99.04 - $109.59 $70.1K - $77.6K
4.34K $431K
T
At&T Inc.

Communication Services
-5.56K
- 25.69%
$21.22 - $23.88 $118K - $133K
16.1K $366K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-446
- 3.78%
$521.84 - $558.82 $233K - $249K
11.4K $6.12M
CHKP
Check Point Software Technologies LTD

Technology
-173
- 2.05%
$170.18 - $209.01 $29.4K - $36.2K
8.26K $1.54M
IEFA
Ishares Tr

ETFs
-356
- 5.15%
$70.06 - $77.43 $24.9K - $27.6K
6.56K $460K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-743
- 4.83%
$51.09 - $55.27 $38K - $41.1K
14.6K $748K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.96K
- 16.67%
$35.71 - $37.1 $69.9K - $72.6K
9.79K $359K
DUK
Duke Energy Corp

Utilities
-128
- 2.22%
$105.76 - $120.76 $13.5K - $15.5K
5.64K $607K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.89K
- 5.61%
$37.61 - $38.92 $71K - $73.4K
31.8K $1.22M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-84
- 1.43%
$70.1 - $76.53 $5.89K - $6.43K
5.8K $410K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-66
- 0.1%
$44.33 - $49.55 $2.93K - $3.27K
64.6K $2.9M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-545
- 3.84%
$65.67 - $69.79 $35.8K - $38K
13.6K $913K
AEP
American Electric Power CO Inc

Utilities
-8
- 0.24%
$90.91 - $102.21 $727 - $818
3.35K $309K
TJX
Tjx Companies Inc

Consumer Cyclical
-318
- 15.45%
$112.15 - $127.2 $35.7K - $40.4K
1.74K $210K
PEP
Pepsico Inc

Consumer Defensive
-3
- 0.19%
$151.29 - $176.1 $454 - $528
1.56K $237K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-498
- 2.96%
$23.42 - $24.25 $11.7K - $12.1K
16.3K $385K
IWD
Ishares Russell 1000 Val ETF

ETFs
-64
- 3.79%
$183.23 - $199.79 $11.7K - $12.8K
1.62K $300K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-238
- 7.3%
$84.34 - $95.14 $20.1K - $22.6K
3.02K $263K
IWY
Ishares Tr Russell 200 Growth

ETFs
-473
- 7.67%
$216.72 - $244.71 $103K - $116K
5.69K $1.34M
JPM
Jpmorgan Chase & CO

Financial Services
-2.53K
- 12.41%
$205.18 - $250.29 $520K - $634K
17.9K $4.29M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-1.13K
- 3.14%
$35.07 - $36.08 $39.5K - $40.7K
34.8K $1.25M
VO
Vanguard Mid Cap ETF

ETFs
-60
- 0.39%
$261.5 - $284.63 $15.7K - $17.1K
15.3K $4.05M
SIZE
Ishares Msci Usa Size Factor E

ETFs
-13
- 0.33%
$146.95 - $158.89 $1.91K - $2.07K
3.97K $588K
Aim ETF Products Trust
-1.31K
- 3.33%
N/A
38K $0
PSEP
Innovator U.S. Equity Power Bu
-12.5K
- 27.04%
N/A
33.6K $0
First Tr Exchng Traded Fd Vi
-8K
- 49.69%
N/A
8.1K $0
Aim ETF Products Trust
-5.42K
- 18.88%
N/A
23.3K $0
IXN
Ishares Global Information Tec

ETFs
-36
- 1.21%
$80.67 - $87.84 $2.9K - $3.16K
2.95K $250K
WBS
Webster Financial Corp

Financial Services
-1.33K
- 8.28%
$44.33 - $62.82 $59K - $83.7K
14.8K $815K
AAPL
Apple Inc.

Technology
-277
- 1.47%
$221.69 - $259.02 $61.4K - $71.7K
18.6K $4.65M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-246
- 0.88%
$370.24 - $418.94 $91.1K - $103K
27.7K $11.1M
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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