$186 Million is the total value of BCGM Wealth Management, LLC's 107 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FRME | New | FIRST MERCHANTS CORP | $990,000 | – | 23,626 | +100.0% | 0.53% | – |
| NKE | New | NIKE INCcl b | $400,000 | – | 2,400 | +100.0% | 0.22% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $304,000 | – | 105 | +100.0% | 0.16% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $288,000 | – | 3,241 | +100.0% | 0.16% | – |
| WBS | New | WEBSTER FINL CORP CONN | $247,000 | – | 4,420 | +100.0% | 0.13% | – |
| IJAN | New | INNOVATOR ETFS TRintrnl dev jan | $232,000 | – | 8,463 | +100.0% | 0.12% | – |
| BJAN | New | INNOVATOR ETFS TRus eqty bufr jan | $218,000 | – | 5,834 | +100.0% | 0.12% | – |
| PSEP | New | INNOVATOR ETFS TRus eqty pwr buf | $204,000 | – | 6,705 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 17.0% |
| INVESCO QQQ TR | 12 | Q3 2023 | 8.7% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 5.7% |
| J P MORGAN EXCHANGE-TRADED F | 12 | Q3 2023 | 4.3% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 4.5% |
| ISHARES TR | 12 | Q3 2023 | 5.4% |
| FIRST TR EXCH TRADED FD III | 12 | Q3 2023 | 3.3% |
| FIRST TR EXCHNG TRADED FD VI | 12 | Q3 2023 | 4.3% |
| ISHARES TR | 12 | Q3 2023 | 3.7% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 6.1% |
View BCGM Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-02 |
View BCGM Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.