BCGM Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW BCGM Wealth Management, LLC | Institutional Filer | ▲ 1.60% | $398.1M | 178 |
Current Portfolio Holdings
Showing all 178 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | — | 126K | $17.9M | 4.49% |
| 2 | IVV | ISHARES TR | — | 27K | $17.5M | 4.39% |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | — | 209K | $15.0M | 3.76% |
| 4 | QQQ | Invesco QQQ Trust | — | 24K | $13.6M | 3.43% |
| 5 | DYNF | BLACKROCK ETF TRUST | — | 218K | $12.7M | 3.18% |
| 6 | IWF | ISHARES TR | — | 28K | $12.1M | 3.03% |
| 7 | QUAL | ISHARES TR | — | 54K | $10.3M | 2.59% |
| 8 | CORO | BLACKROCK ETF TRUST | — | 313K | $10.1M | 2.53% |
| 9 | XOM | Exxon Mobil Corporation | Energy | 48K | $8.1M | 2.04% |
| 10 | VIGI | VANGUARD WHITEHALL FDS | — | 88K | $7.8M | 1.97% |
| 11 | IEMG | ISHARES INC | — | 110K | $7.7M | 1.93% |
| 12 | FMB | FIRST TR EXCH TRADED FD III | — | 138K | $7.0M | 1.76% |
| 13 | VOO | VANGUARD INDEX FDS | — | 11K | $6.5M | 1.63% |
| 14 | MTUM | ISHARES TR | — | 26K | $6.3M | 1.58% |
| 15 | TLH | ISHARES TR | — | 61K | $6.2M | 1.56% |
Showing 1 to 15 of 178 holdings