Bcgm Wealth Management, LLC Sells in Q3 2025

Bcgm Wealth Management, LLC

  • $347 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-100K
- 50.18%
$56.02 - $60.3 $5.61M - $6.04M
99.5K $5.96M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-51.4K
- 45.77%
$46.37 - $47.77 $2.38M - $2.46M
60.9K $2.9M
AL
Air Lease Corp

Industrials
-38.3K
- 80.83%
$54.35 - $64.28 $2.08M - $2.46M
9.09K $578K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-38.4K
- 43.33%
$48.31 - $48.93 $1.86M - $1.88M
50.2K $2.45M
PM
Philip Morris International Inc.

Consumer Defensive
-537
- 2.03%
$157.77 - $183.27 $84.7K - $98.4K
25.9K $4.2M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-7.06K
- 8.48%
$50.81 - $51.07 $359K - $360K
76.2K $3.89M
JPM
Jpmorgan Chase & CO

Financial Services
-2.48K
- 13.57%
$282.78 - $316.06 $700K - $783K
15.8K $4.98M
LOVE
Lovesac CO

Consumer Cyclical
-2.89K
- 2.08%
$16.93 - $20.75 $48.9K - $59.9K
136K $2.31M
CTRA
Coterra Energy Inc.

Energy
-773
- 0.73%
$23.09 - $25.45 $17.8K - $19.7K
106K $2.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.84K
- 35.13%
$85.01 - $90.35 $156K - $166K
3.4K $303K
UL
Unilever PLC

Consumer Defensive
-1.15K
- 7.8%
$58.43 - $65.01 $67.4K - $75K
13.6K $807K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.37K
- 5.48%
$55.61 - $57.37 $76K - $78.4K
23.6K $1.35M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-2.79K
- 8.03%
$37.73 - $38.9 $105K - $109K
32K $1.24M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.22K
- 10.45%
$42.26 - $47.16 $263K - $293K
53.3K $2.47M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-800
- 6.97%
$70.77 - $73.59 $56.6K - $58.9K
10.7K $782K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-493
- 18.62%
$87.69 - $96.0 $43.2K - $47.3K
2.16K $203K
T
At&T Inc.

Communication Services
-628
- 5.45%
$26.94 - $29.62 $16.9K - $18.6K
10.9K $307K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-2K
- 6.29%
$40.45 - $42.49 $80.9K - $85K
29.8K $1.26M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-444
- 4.77%
$55.15 - $58.11 $24.5K - $25.8K
8.86K $508K
OEF
Ishares S&P 100 ETF

ETFs
-8
- 0.5%
N/A
1.59K $421K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9
- 0.18%
$50.47 - $50.74 $454 - $457
4.93K $249K
Blackrock ETF Trust Ii
-423
- 3.71%
N/A
11K $0
First Tr Exchng Traded Fd Vi
-993
- 12.26%
N/A
7.11K $0
FLQH
Franklin Templeton Libertyq In

ETFs
-4.62K
- 36.63%
N/A
7.99K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-1.5K
- 1.19%
N/A
124K $0
Innovator Etfs Trust
-288
- 1.27%
N/A
22.5K $0
D
Dominion Energy, Inc

Utilities
-848
- 6.72%
$56.32 - $62.1 $47.8K - $52.7K
11.8K $720K
IWD
Ishares Russell 1000 Val ETF

ETFs
-27
- 1.63%
$192.76 - $203.86 $5.2K - $5.5K
1.63K $331K
WBS
Webster Financial Corp

Financial Services
-1.07K
- 6.63%
$55.19 - $62.92 $59.1K - $67.4K
15.1K $896K
FNDB
Schwab Fundamental U S Broad M

ETFs
-168
- 1.5%
$23.83 - $25.77 $4K - $4.33K
11K $283K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9
- 0.14%
$62.09 - $66.51 $559 - $599
6.56K $428K
IEFA
Ishares Tr

ETFs
-11
- 0.19%
$81.7 - $87.53 $899 - $963
5.68K $495K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-262
- 1.87%
$52.12 - $55.33 $13.7K - $14.5K
13.8K $761K
IXN
Ishares Global Information Tec

ETFs
-34
- 1.16%
$91.28 - $103.32 $3.1K - $3.51K
2.9K $299K
HWM
Howmet Aerospace Inc.

Industrials
-100
- 1.23%
$171.0 - $196.23 $17.1K - $19.6K
8.06K $1.58M
SIVR
Abrdn Silver ETF Trust

ETFs
-143
- 1.66%
$34.34 - $44.62 $4.91K - $6.38K
8.47K $376K
IWY
Ishares Tr Russell 200 Growth

ETFs
-53
- 1.0%
$243.93 - $275.62 $12.9K - $14.6K
5.27K $1.44M
VO
Vanguard Mid Cap ETF

ETFs
-131
- 0.97%
$279.83 - $293.74 $36.7K - $38.5K
13.4K $3.93M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-17
- 0.16%
$567.77 - $614.76 $9.65K - $10.5K
10.8K $6.59M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.25K
- 4.89%
$546.99 - $602.2 $684K - $753K
24.3K $14.6M
NVDA
Nvidia Corp

Technology
-167
- 0.86%
$153.3 - $186.58 $25.6K - $31.2K
19.2K $3.57M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-846
- 2.95%
$420.11 - $472.68 $355K - $400K
27.9K $13M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-635
- 0.55%
$135.0 - $146.02 $85.7K - $92.7K
115K $16.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-15
- 0.05%
$620.67 - $670.08 $9.31K - $10.1K
27.4K $18.3M
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