$289 Million is the total value of BCGM Wealth Management, LLC's 150 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CALF | Exit | PACER FDS TRpacer us small | $0 | – | -4,123 | -100.0% | -0.07% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -2,574 | -100.0% | -0.09% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -1,073 | -100.0% | -0.09% | – |
| IXC | Exit | ISHARES TRglobal energ etf | $0 | – | -41,771 | -100.0% | -0.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 17.0% |
| INVESCO QQQ TR | 15 | Q2 2024 | 8.7% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 5.7% |
| J P MORGAN EXCHANGE-TRADED F | 15 | Q2 2024 | 4.3% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 4.5% |
| ISHARES TR | 15 | Q2 2024 | 5.4% |
| FIRST TR EXCH TRADED FD III | 15 | Q2 2024 | 3.3% |
| ISHARES TR | 15 | Q2 2024 | 4.6% |
| FIRST TR EXCHNG TRADED FD VI | 15 | Q2 2024 | 4.3% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 6.1% |
View BCGM Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-06 |
| 13F-HR | 2024-07-30 |
| 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 |
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.