Bcgm Wealth Management, LLC Reduced Holdings in Q2 2024

Bcgm Wealth Management, LLC

  • $272 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FAST
Fastenal CO

Industrials
-26.7K
- 85.31%
$62.84 - $76.63 $1.68M - $2.05M
4.6K $288K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-22.2K
- 9.43%
$108.78 - $119.23 $2.42M - $2.65M
213K $25.3M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-37.8K
- 27.14%
$30.29 - $33.04 $1.15M - $1.25M
102K $3.08M
WBS
Webster Financial Corp

Financial Services
-9.35K
- 35.53%
$39.64 - $49.54 $371K - $463K
17K $739K
CVS
Cvs Health Corp

Healthcare
-561
- 2.4%
$53.63 - $79.56 $30.1K - $44.6K
22.8K $1.35M
DIS
Walt Disney CO

Communication Services
-86
- 0.4%
$99.29 - $122.82 $8.54K - $10.6K
21.5K $2.14M
KR
Kroger CO

Consumer Defensive
-2.1K
- 3.98%
$49.37 - $57.82 $104K - $122K
50.8K $2.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.74K
- 10.2%
$75.81 - $80.15 $283K - $300K
32.9K $2.56M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.82K
- 25.45%
$71.74 - $75.86 $345K - $365K
14.1K $1.04M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-7.7K
- 18.29%
$49.57 - $49.94 $381K - $384K
34.4K $1.71M
VO
Vanguard Mid Cap ETF

ETFs
-542
- 3.34%
$234.99 - $248.98 $127K - $135K
15.7K $3.79M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-2.58K
- 2.31%
$77.44 - $82.55 $200K - $213K
109K $8.87M
XOM
Exxon Mobil Corp

Energy
-1.58K
- 3.56%
$108.36 - $122.2 $171K - $193K
42.6K $4.91M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-4.24K
- 2.71%
$50.57 - $50.75 $214K - $215K
152K $7.71M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.5K
- 3.65%
$39.75 - $43.15 $99.5K - $108K
66K $2.74M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-2.59K
- 1.38%
$45.27 - $46.67 $117K - $121K
184K $8.53M
GNTX
Gentex Corp

Consumer Cyclical
-2.29K
- 6.15%
$33.38 - $36.38 $76.4K - $83.3K
34.9K $1.18M
DEO
Diageo PLC

Consumer Defensive
-8
- 0.13%
$126.08 - $149.08 $1.01K - $1.19K
6.31K $794K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.26K
- 19.26%
$50.22 - $50.48 $114K - $114K
9.48K $478K
MSFT
Microsoft Corp

Technology
-328
- 22.51%
$389.33 - $452.85 $128K - $149K
1.13K $504K
D
Dominion Energy, Inc

Utilities
-1.61K
- 12.18%
$46.86 - $53.94 $75.4K - $86.8K
11.6K $568K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-3.06K
- 15.46%
$23.33 - $23.97 $71.4K - $73.4K
16.7K $396K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-938
- 12.08%
$56.43 - $60.79 $52.9K - $57K
6.83K $399K
IEFA
Ishares Tr

ETFs
-829
- 10.47%
$70.77 - $76.19 $58.7K - $63.2K
7.09K $515K
SPG
Simon Property Group Inc

Real Estate
-154
- 1.54%
$140.18 - $153.78 $21.6K - $23.7K
9.83K $1.49M
MORN
Morningstar, Inc.

Financial Services
-40
- 0.89%
$282.65 - $315.06 $11.3K - $12.6K
4.46K $1.32M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-649
- 2.62%
$55.45 - $57.39 $36K - $37.2K
24.1K $1.37M
SUB
Ishares Short Term National Mu

ETFs
-478
- 9.83%
$104.04 - $104.8 $49.7K - $50.1K
4.38K $458K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-8
- 0.06%
$54.04 - $58.09 $432 - $465
13K $706K
CHKP
Check Point Software Technologies LTD

Technology
-363
- 2.86%
$146.79 - $165.0 $53.3K - $59.9K
12.3K $2.04M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-238
- 1.39%
$47.37 - $50.09 $11.3K - $11.9K
16.9K $825K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-188
- 6.98%
$102.13 - $110.88 $19.2K - $20.8K
2.51K $267K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-184
- 2.2%
$45.6 - $48.78 $8.39K - $8.98K
8.19K $383K
SIZE
Ishares Msci Usa Size Factor E

ETFs
-38
- 0.91%
$133.02 - $141.34 $5.05K - $5.37K
4.13K $567K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-76
- 2.29%
$76.01 - $82.53 $5.78K - $6.27K
3.25K $254K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-51
- 0.85%
$67.82 - $72.36 $3.46K - $3.69K
5.94K $411K
First Tr Exchng Traded Fd Vi
-1.51K
- 7.95%
N/A
17.5K $0
Innovator Etfs Trust
-890
- 8.6%
N/A
9.46K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-777
- 8.98%
N/A
7.88K $0
PG
Procter & Gamble CO

Consumer Defensive
-12
- 0.56%
$155.33 - $168.56 $1.86K - $2.02K
2.15K $353K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-518
- 3.18%
$57.33 - $65.34 $29.7K - $33.8K
15.8K $1M
UL
Unilever PLC

Consumer Defensive
-942
- 6.36%
$46.47 - $56.38 $43.8K - $53.1K
13.9K $762K
IXN
Ishares Global Information Tec

ETFs
-87
- 2.59%
$68.72 - $84.8 $5.98K - $7.38K
3.27K $271K
UNH
Unitedhealth Group Inc

Healthcare
-43
- 1.18%
$439.2 - $524.63 $18.9K - $22.6K
3.62K $1.84M
IWY
Ishares Tr Russell 200 Growth

ETFs
-430
- 6.32%
$183.56 - $216.15 $78.9K - $92.9K
6.38K $1.37M
TSLA
Tesla, Inc.

Consumer Cyclical
-60
- 2.43%
$142.05 - $197.88 $8.52K - $11.9K
2.41K $477K
TJX
Tjx Companies Inc

Consumer Cyclical
-574
- 3.5%
$92.66 - $111.05 $53.2K - $63.7K
15.8K $1.74M
FPI
Farmland Partners Inc.

Real Estate
-303
- 0.12%
$10.4 - $11.7 $3.15K - $3.55K
260K $3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-88
- 0.73%
$455.1 - $504.28 $40K - $44.4K
12K $5.99M
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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