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CIK: 0001830467
Total reported value
$473.0M
$473.0M
153 檔
17.0%
At the close of Q1 2025, BCGM Wealth Management, LLC disclosed equity holdings valued at approximately $473.0M, spread across 153 reported holdings.
In Q1 2025, BCGM Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.00% | +3.15% | +23.64% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.80% | -0.22% | -1.60% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.42% | -1.41% | +3.63% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.27% | +0.13% | +6.22% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.25% | +0.19% | +0.74% | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.07% | +0.02% | -8.79% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.82% | +0.05% | +5.98% | |
| 8 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 2.64% | -0.83% | +42.87% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.11% | -0.17% | -26.61% | |
| 10 | FMB | First Trust Managed Municipa | ETF-Other | 1.81% | -0.15% | -3.34% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.74% | -0.05% | -3.21% | |
| 12 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.63% | -0.34% | +1078.85% | |
| 13 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.61% | -0.13% | +5.53% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.55% | -0.59% | +2.56% | |
| 15 | PJAN | Innovator U.s. Equity Power | ETF-Other | 1.54% | -0.15% | +38.27% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.39% | -0.63% | -9.94% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | -0.03% | +2.48% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.37% | -0.19% | -12.44% | |
| 19 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 1.35% | -0.16% | +27.86% | |
| 20 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.29% | -0.08% | +3.76% | |
| 21 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 1.29% | -0.12% | +4.16% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 1.26% | +0.07% | +2.62% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.26% | -0.40% | -0.39% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.19% | +1.14% | +0.02% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.15% | -0.13% | -5.66% | |
| 26 | DIVI | Franklin International Core | ETF-Other | 1.06% | -0.01% | -55.65% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.06% | -0.12% | +3.34% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.30% | +5.89% | |
| 29 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.04% | -0.44% | +1.83% | |
| 30 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.00% | -0.11% | +3.74% | |
| 31 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.95% | +0.18% | +7.00% | |
| 32 | SBSW | Sibanye-stillwater Ltd-adr | Stock-Other | 0.94% | -0.55% | +4.56% | |
| 33 | CTRA | Coterra Energy Inc | Stock-Energy | 0.94% | -0.97% | EXIT | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.92% | -0.12% | +118.04% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.91% | -0.12% | +51.66% | |
| 36 | TXXI | Bblx Irm Tax-aware I Dur ETF | ETF-Other | 0.88% | -0.12% | — | |
| 37 | BVE | Diamond Hill Investment Grp | Stock-Other | 0.86% | -1.45% | EXIT | |
| 38 | LOVE | Lovesac Co/the | Stock-Other | 0.82% | — | +8.57% | |
| 39 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.81% | -0.01% | — | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.81% | -0.09% | +3.91% | |
| 41 | KR | Kroger Co | Stock-Consumer Staples | 0.81% | -0.17% | +2.87% | |
| 42 | FPI | Farmland Partners Inc | Stock-Other | 0.80% | -0.26% | -10.49% | |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.77% | -0.02% | -4.24% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.77% | -0.69% | +18.98% | |
| 45 | AL | Air Lease CORP | Stock-Other | 0.72% | -0.07% | EXIT | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.72% | -0.09% | -9.30% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.72% | -0.63% | EXIT | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.69% | -0.19% | +5.91% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | +0.20% | +3.58% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | -0.03% | +6.81% |
According to official SEC Form 13F filings, BCGM Wealth Management, LLC reported a total U.S. public equity portfolio value of $473.0M across 153 disclosed positions in Q1 2025.
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 17.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
ITOT
市值: $29.3M
During Q1 2025, BCGM Wealth Management, LLC's top holdings by market value included ITOT (9.0%)、IVV (4.8%)、QUAL (4.4%). The largest single position, ITOT, represented 9.0% of total portfolio value.
In Q1 2025, BCGM Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 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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