Bcgm Wealth Management, LLC Portfolio Holdings

Bcgm Wealth Management, LLC

  • $288 Million
  • Q4 2024

Bcgm Wealth Management, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $288 Million distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $25M, Ishares Core S&P 500 ETF with a value of $16.6M, Ishares Msci Usa Quality Facto with a value of $14.5M, Invesco Qqq Trust, Series 1 with a value of $11.4M, and Ishares Russell 1000 Gr ETF with a value of $11.1M.

Examining the 13F form we can see an increase of $1.45M in the current position value, from $287M to 288M.

Below you can find more details about Bcgm Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $288 Million
ETFs: $208 Million
Financial Services: $12.5 Million
Technology: $10.6 Million
Consumer Defensive: $8.86 Million
Consumer Cyclical: $7.66 Million
Energy: $7.44 Million
Healthcare: $6.63 Million
Industrials: $6.41 Million
Other: $15.4 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.98 Million 1.38% of portfolio
199,958
Q4 2024 Added 4.91%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $288 Million
  • Prior Value $287 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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