BW
| |
BCGM Wealth Management, LLC13F | |
| BCGM Wealth Management, LLC | |
| Last update 2025-05-08 | 153 Stocks (10 new) |
| Value $325.00 Mil | Turnover 10 % |
BCGM Wealth Management, LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 239,995 | 29,281.8 | +23.64% | 9.000 | +1.72% | 0.050 | +20.01% | +7.44% | 72,171.6 | ||
IVV | iShares Core S&P 500 ETF | 27,796 | 15,618.7 | -1.60% | 4.800 | -0.08% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 84,103 | 14,372.3 | +3.63% | 4.420 | +0.15% | 0.030 | +14.25% | +3.80% | 53,112.1 | ||
IWF | iShares Russell 1000 Growth ETF | 29,454 | 10,635.4 | +6.22% | 3.270 | +0.19% | 0.010 | +27.24% | +8.36% | 113,776.0 | ||
QQQ | INVESCO QQQ Trust | 22,531 | 10,565.1 | +0.74% | 3.250 | +0.02% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
JCPB | JPMorgan Core Plus Bond ETF | 212,293 | 9,986.3 | -8.79% | 3.070 | -0.30% | 0.160 | +1.75% | +3.57% | 6,935.9 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 188,010 | 9,167.4 | +5.98% | 2.820 | +0.16% | 0.060 | +20.83% | +8.66% | 19,386.4 | ||
JAVA | JPMorgan Active Value ETF | 135,471 | 8,607.8 | +42.87% | 2.640 | +0.79% | 0.250 | +11.57% | +5.29% | 3,756.3 | ||
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 82,781 | 6,865.9 | -26.61% | 2.110 | -0.76% | 0.100 | +7.76% | +11.75% | 8,204.1 | ||
FMB | First Trust Managed Municipal ETF | 116,745 | 5,886.5 | -3.34% | 1.810 | -0.07% | 0.300 | +0.47% | -1.50% | 1,874.9 |
BCGM Wealth Management, LLC's Historical Top Holdings Breakdowns
BCGM Wealth Management, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Add Add | +1.72% | 120.29 ($128.89) 134.6 | $137.38 | 6.59% | Add 23.64% | 239,995 | 45,889 | |
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 2025-03-31 | Add Add | +1.49% | 97.25 ($101.36) 104.79 | $98.94 | -2.39% | Add 1078.85% | 51,103 | 46,768 | |
FLQH |
Franklin LibertyQ International Equity Hedged ETF
Franklin LibertyQ International Equity Hedged ETF
| 2025-03-31 | Reduce Reduce | -1.26% | 29.86 ($32.06) 34.01 | $26.79 | -16.44% | Reduce -55.65% | 105,891 | -132,874 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.91% | 85.29 ($89.02) 92.57 | $85.24 | -4.25% | Reduce -85.96% | 5,356 | -32,795 | |
TXXI |
BondBloxx IR+M Tax-Aware Intermediate Duration ETF
BondBloxx IR+M Tax-Aware Intermediate Duration ETF
| 2025-03-31 | New Buy New Buy | +0.88% | 49.55 ($49.82) 50 | $49.04 | -1.56% | New holding | 57,647 | 57,647 | |
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2025-03-31 | Reduce Reduce | -0.84% | 54.25 ($56.1) 57.64 | $63.70 | 13.55% | Reduce -64.34% | 26,306 | -47,459 | |
MGC | Vanguard Mega Cap 300 Index ETF | 2025-03-31 | New Buy New Buy | +0.81% | 199.2 ($212.96) 222.69 | $228.37 | 7.24% | New holding | 13,159 | 13,159 | |
JAVA | JPMorgan Active Value ETF | 2025-03-31 | Add Add | +0.79% | 61.9 ($64.92) 66.89 | $66.22 | 2.00% | Add 42.87% | 135,471 | 40,650 | |
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 2025-03-31 | Reduce Reduce | -0.76% | 78.97 ($83.11) 85.82 | $88.30 | 6.24% | Reduce -26.61% | 82,781 | -30,022 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.50% | 49.74 ($54.09) 58.96 | $63.13 | 16.71% | Add 118.04% | 50,963 | 27,590 |
BCGM Wealth Management, LLC Total Holding History ($B)
BCGM Wealth Management, LLC's Asset Allocation
BCGM Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
BCGM Wealth Management, LLC's Hypothetical Growth since 2025-03-31
BCGM Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BCGM Wealth Management, LLC's Holdings Heat Map
Size field:
BCGM Wealth Management, LLC's Holdings Bubble Chart
BCGM Wealth Management, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers