Bcgm Wealth Management, LLC Sells in Q4 2025

Bcgm Wealth Management, LLC

  • $344 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-34.6K
- 39.01%
$191.01 - $199.18 $6.61M - $6.89M
54.1K $10.5M
SBSW
Sibanye Stillwater LTD

Basic Materials
-214K
- 30.35%
$9.79 - $12.82 $2.1M - $2.74M
491K $5.46M
VEA
Vanguard Ftse Developed Market

ETFs
-32K
- 32.17%
$59.18 - $62.09 $1.89M - $1.99M
67.5K $4.14M
JPM
Jpmorgan Chase & CO

Financial Services
-4.18K
- 26.49%
$294.11 - $320.41 $1.23M - $1.34M
11.6K $3.48M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.03K
- 71.42%
$401.99 - $468.37 $817K - $952K
813 $332K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-15.9K
- 59.57%
$47.45 - $47.71 $754K - $758K
10.8K $511K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-5.23K
- 7.97%
$102.37 - $105.36 $535K - $551K
60.3K $6.19M
DEO
Diageo PLC

Consumer Defensive
-4K
- 21.98%
$87.26 - $98.67 $349K - $394K
14.2K $1.32M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.74K
- 2.38%
$142.79 - $150.05 $392K - $412K
112K $16.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-805
- 42.06%
$293.81 - $310.11 $237K - $250K
1.11K $338K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-7.51K
- 10.93%
$26.44 - $27.53 $199K - $207K
61.3K $1.67M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.88K
- 9.96%
$92.34 - $95.43 $173K - $179K
17K $1.6M
VO
Vanguard Mid Cap ETF

ETFs
-262
- 1.96%
$286.27 - $296.23 $75K - $77.6K
13.1K $3.76M
NVDA
Nvidia Corp

Technology
-890
- 4.65%
$179.83 - $207.04 $160K - $184K
18.3K $3.41M
FSLR
First Solar, Inc.

Technology
-1.92K
- 19.0%
$223.36 - $277.39 $428K - $532K
8.17K $2.07M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.53K
- 3.32%
$50.85 - $51.0 $128K - $129K
73.7K $3.75M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.95K
- 29.74%
$63.25 - $66.24 $123K - $129K
4.61K $296K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-344
- 1.41%
$589.5 - $635.77 $203K - $219K
24K $14.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-386
- 1.39%
$459.47 - $491.71 $177K - $190K
27.5K $12.9M
VLUE
Ishares Msci Usa Value Factor

ETFs
-963
- 28.65%
$122.29 - $132.67 $118K - $128K
2.4K $313K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-890
- 1.67%
$44.53 - $47.25 $39.6K - $42.1K
52.4K $2.39M
AL
Air Lease Corp

Industrials
-1.19K
- 13.12%
$63.5 - $63.9 $75.7K - $76.2K
7.9K $504K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2.51K
- 2.02%
$50.75 - $51.37 $127K - $129K
122K $6.23M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-490
- 20.29%
$114.27 - $121.15 $56K - $59.4K
1.93K $224K
MSFT
Microsoft Corp

Technology
-54
- 3.7%
$496.82 - $542.07 $26.8K - $29.3K
1.41K $713K
T
At&T Inc.

Communication Services
-330
- 3.03%
$24.44 - $27.55 $8.07K - $9.09K
10.6K $269K
SUB
Ishares Short Term National Mu

ETFs
-317
- 7.65%
$106.22 - $106.81 $33.7K - $33.9K
3.83K $407K
UBER
Uber Technologies, Inc

Technology
-145
- 4.73%
$91.62 - $100.1 $13.3K - $14.5K
2.92K $267K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-324
- 10.56%
$84.91 - $90.88 $27.5K - $29.4K
2.75K $242K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-343
- 4.1%
$50.22 - $52.54 $17.2K - $18K
8.01K $407K
IVW
Ishares S&P 500 Growth ETF

ETFs
-221
- 4.01%
$118.29 - $126.28 $26.1K - $27.9K
5.29K $640K
PG
Procter & Gamble CO

Consumer Defensive
-7
- 0.25%
$145.5 - $153.18 $1.02K - $1.07K
2.74K $399K
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 2.52%
$910.94 - $954.99 $9.11K - $9.55K
387 $353K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-100
- 0.63%
$74.09 - $75.1 $7.41K - $7.51K
15.7K $1.16M
D
Dominion Energy, Inc

Utilities
-11
- 0.09%
$58.49 - $61.69 $643 - $679
11.8K $712K
WMT
Walmart Inc.

Consumer Defensive
-66
- 3.14%
$101.18 - $109.03 $6.68K - $7.2K
2.03K $209K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-229
- 2.59%
$55.63 - $58.98 $12.7K - $13.5K
8.63K $505K
CVX
Chevron Corp

Energy
-6
- 0.23%
$148.9 - $157.72 $893 - $946
2.58K $399K
KO
Coca Cola CO

Consumer Defensive
-313
- 6.93%
$66.1 - $71.61 $20.7K - $22.4K
4.21K $297K
FLQH
Franklin Templeton Libertyq In

ETFs
-376
- 4.71%
N/A
7.62K $0
Blackrock ETF Trust
-34
- 0.02%
N/A
145K $0
Blackrock ETF Trust Ii
-3.65K
- 33.25%
N/A
7.33K $0
IXN
Ishares Global Information Tec

ETFs
-46
- 1.59%
$102.05 - $112.09 $4.69K - $5.16K
2.85K $301K
JNJ
Johnson & Johnson

Healthcare
-40
- 3.01%
$185.98 - $199.58 $7.44K - $7.98K
1.29K $256K
MUB
Ishares National Muni Bond ETF

ETFs
-92
- 0.21%
$106.36 - $107.61 $9.79K - $9.9K
43.2K $4.62M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-753
- 0.87%
$88.45 - $91.41 $66.6K - $68.8K
86.1K $7.8M
VHT
Vanguard Health Care ETF

ETFs
-12
- 0.86%
$264.7 - $283.93 $3.18K - $3.41K
1.38K $389K
NEE
Nextera Energy Inc

Utilities
-49
- 1.4%
$78.18 - $86.03 $3.83K - $4.22K
3.44K $295K
IVV
Ishares Core S&P 500 ETF

ETFs
-169
- 0.62%
$656.2 - $690.71 $111K - $117K
27.2K $18.4M
Activity Summary
Buys All Purchases 78 New Holdings 9 Increased Positions 69 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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