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CIK: 0001830467
Total reported value
$473.0M
$473.0M
150 檔
15.9%
In Q2 2024, BCGM Wealth Management, LLC's U.S. equity holdings reached a combined market value of $473.0M, distributed across 150 disclosed stock positions.
During Q2 2024, BCGM Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 8.78% | +3.15% | -9.43% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.38% | -0.22% | -1.40% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.61% | -1.41% | +2.53% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.71% | +0.19% | +0.29% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.59% | +0.13% | +56.77% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.07% | -0.17% | -2.31% | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.96% | +0.02% | -1.38% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.70% | +0.05% | +3.16% | |
| 9 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.67% | -0.63% | -2.71% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.07% | -0.05% | -0.73% | |
| 11 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.79% | -0.83% | +8.95% | |
| 12 | FMB | First Trust Managed Municipa | ETF-Other | 1.79% | -0.15% | +2.75% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.70% | -0.59% | -3.56% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.43% | -0.40% | -0.69% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.41% | -0.03% | +5.49% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.38% | -0.19% | +21.43% | |
| 17 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 1.36% | -0.12% | — | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.35% | -0.09% | +6.34% | |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.33% | -0.13% | +12.22% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.31% | -0.13% | -3.34% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.31% | — | +5.33% | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.29% | -0.08% | +5.59% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | +1.14% | +4.13% | |
| 24 | PJAN | Innovator U.s. Equity Power | ETF-Other | 1.22% | -0.15% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.30% | +0.45% | |
| 26 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.07% | -0.05% | EXIT | |
| 27 | LOVE | Lovesac Co/the | Stock-Other | 1.04% | — | +0.15% | |
| 28 | FPI | Farmland Partners Inc | Stock-Other | 1.04% | -0.26% | -0.12% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.00% | -0.07% | EXIT | |
| 30 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.99% | -0.11% | +5.91% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.95% | -0.02% | -3.65% | |
| 32 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.94% | -0.44% | +2.90% | |
| 33 | CTRA | Coterra Energy Inc | Stock-Energy | 0.93% | -0.97% | EXIT | |
| 34 | BVE | Diamond Hill Investment Grp | Stock-Other | 0.91% | -1.45% | EXIT | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.89% | -0.09% | -10.20% | |
| 36 | KR | Kroger Co | Stock-Consumer Staples | 0.88% | -0.17% | -3.98% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.78% | +0.07% | — | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.74% | -0.63% | EXIT | |
| 39 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.71% | -0.06% | -2.86% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | -0.03% | +1039.23% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.68% | -0.69% | — | |
| 42 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.68% | -0.03% | — | |
| 43 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.67% | +0.18% | +32.16% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | +0.20% | -1.18% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.62% | -0.19% | +0.36% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.60% | — | -3.50% | |
| 47 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.60% | +0.04% | NEW | |
| 48 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.59% | -0.06% | -18.29% | |
| 49 | SBSW | Sibanye-stillwater Ltd-adr | Stock-Other | 0.58% | -0.55% | +5.35% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.55% | -0.06% | +0.11% |
According to official SEC Form 13F filings, BCGM Wealth Management, LLC reported a total U.S. public equity portfolio value of $473.0M across 150 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, IVV, QUAL) accounted for 15.9% of total reported equity market value during Q2 2024.
During Q2 2024, BCGM Wealth Management, LLC's top holdings by market value included ITOT (8.8%)、IVV (5.4%)、QUAL (4.6%). The largest single position, ITOT, represented 8.8% of total portfolio value.
In Q2 2024, BCGM Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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