The Analysis of BCGM Wealth Management, LLC's Holdings
Currently, BCGM Wealth Management, LLC holds 174 types of securities in its portfolio with a total value $391.9M. In the most recent quarter, they have increased their positions in JAVA (+53.0K shares, valued at $3.8M), IEMG (+56.4K shares, valued at $3.8M), DHIL (+13.4K shares, valued at $2.3M); decreased their positions in QUAL (-34.6K shares, valued at $6.9M), SBSW (-214.1K shares, valued at $3.1M), VEA (-32.0K shares, valued at $2.0M); initiated new positions in GILD (+11.7K shares, valued at $1.4M), PFE (+49.2K shares, valued at $1.2M), SYSB (+7.3K shares, valued at $650.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR27.2K shares-0.62%2025-12-312026-01-07
ITOT ISHARES TR112.5K shares-2.38%2025-12-312026-01-07 JAVA J P MORGAN EXCHANGE TRADED F210.3K shares33.70%2025-12-312026-01-07 DYNF BLACKROCK ETF TRUST232.8K shares0.33%2025-12-312026-01-07 IWF ISHARES TR27.5K shares-1.39%2025-12-312026-01-07 IEMG ISHARES INC172.1K shares48.77%2025-12-312026-01-07 QUAL ISHARES TR54.1K shares-39.01%2025-12-312026-01-07 MGC VANGUARD WORLD FD37.9K shares-0.46%2025-12-312026-01-07 VIGI VANGUARD WHITEHALL FDS86.1K shares-0.87%2025-12-312026-01-07 SBSW SIBANYE STILLWATER LTD491.4K shares-30.35%2025-12-312026-01-07 MTUM ISHARES TR25.7K shares44.96%2025-12-312026-01-07 FMB FIRST TR EXCH TRADED FD III121.8K shares-2.02%2025-12-312026-01-07 TLH ISHARES TR60.3K shares-7.97%2025-12-312026-01-07 BINC BLACKROCK ETF TRUST II109.6K shares3.02%2025-12-312026-01-07 PJAN INNOVATOR ETFS TRUST122.5K shares0.00%2025-12-312026-01-07 DHIL DIAMOND HILL INVT GROUP INC33.8K shares65.63%2025-12-312026-01-07 THRO BLACKROCK ETF TRUST145.2K shares-0.02%2025-12-312026-01-07 XOM EXXON MOBIL CORP45.8K shares5.30%2025-12-312026-01-07 LLY ELI LILLY & CO4.9K shares0.06%2025-12-312026-01-07 AAPL APPLE INC19.3K shares-0.25%2025-12-312026-01-07 TAXX BONDBLOXX ETF TRUST101.1K shares2.64%2025-12-312026-01-07 BNDX VANGUARD CHARLOTTE FDS98.6K shares2.68%2025-12-312026-01-07 MUB ISHARES TR43.2K shares-0.21%2025-12-312026-01-07 JANW AIM ETF PRODUCTS TRUST124.4K shares0.00%2025-12-312026-01-07 VEA VANGUARD TAX-MANAGED FDS67.5K shares-32.17%2025-12-312026-01-07 PM PHILIP MORRIS INTL INC26.3K shares1.39%2025-12-312026-01-07 NOC NORTHROP GRUMMAN CORP7.3K shares3.49%2025-12-312026-01-07 VTEB VANGUARD MUN BD FDS80.3K shares0.36%2025-12-312026-01-07 VO VANGUARD INDEX FDS13.1K shares-1.96%2025-12-312026-01-07 JMST J P MORGAN EXCHANGE TRADED F73.7K shares-3.32%2025-12-312026-01-07 JPM JPMORGAN CHASE & CO.11.6K shares-26.49%2025-12-312026-01-07 FIXD FIRST TR EXCHNG TRADED FD VI81.3K shares2.00%2025-12-312026-01-07 HII HUNTINGTON INGALLS INDS INC10.5K shares2.07%2025-12-312026-01-07 LOVE LOVESAC COMPANY241.5K shares77.36%2025-12-312026-01-07 TXXI BONDBLOXX ETF TRUST67.5K shares5.00%2025-12-312026-01-07 NVDA NVIDIA CORPORATION18.3K shares-4.65%2025-12-312026-01-07 JCPB J P MORGAN EXCHANGE TRADED F69.0K shares13.34%2025-12-312026-01-07 UHAL.B U HAUL HOLDING COMPANY62.0K shares32.08%2025-12-312026-01-07 SCHP SCHWAB STRATEGIC TR108.5K shares1.80%2025-12-312026-01-07 DIS DISNEY WALT CO24.9K shares2.24%2025-12-312026-01-07 ITA ISHARES TR13.0K shares2.33%2025-12-312026-01-07 CTRA COTERRA ENERGY INC103.4K shares-2.05%2025-12-312026-01-07 FPI FARMLAND PARTNERS INC254.9K shares5.38%2025-12-312026-01-07 ISTB ISHARES TR50.6K shares0.68%2025-12-312026-01-07 MBLY MOBILEYE GLOBAL INC235.3K shares5.54%2025-12-312026-01-07 SPSM SPDR SERIES TRUST52.4K shares-1.67%2025-12-312026-01-07 VZ VERIZON COMMUNICATIONS INC56.7K shares2.80%2025-12-312026-01-07 UNH UNITEDHEALTH GROUP INC6.8K shares4.42%2025-12-312026-01-07 CVS CVS HEALTH CORP28.3K shares0.92%2025-12-312026-01-07 FSLR FIRST SOLAR INC8.2K shares-19.00%2025-12-312026-01-07 SPG SIMON PPTY GROUP INC NEW10.8K shares1.62%2025-12-312026-01-07 KR KROGER CO30.2K shares1.72%2025-12-312026-01-07 SAM BOSTON BEER INC9.6K shares1.20%2025-12-312026-01-07 CHKP CHECK POINT SOFTWARE TECH LT9.1K shares3.12%2025-12-312026-01-07 SCHD SCHWAB STRATEGIC TR61.3K shares-10.93%2025-12-312026-01-07 HWM HOWMET AEROSPACE INC8.0K shares-0.31%2025-12-312026-01-07 USMV ISHARES TR17.0K shares-9.96%2025-12-312026-01-07 ICSH ISHARES TR31.2K shares5.01%2025-12-312026-01-07 GNTX GENTEX CORP67.3K shares2.53%2025-12-312026-01-07 AMZN AMAZON COM INC6.6K shares0.02%2025-12-312026-01-07 PSEP INNOVATOR ETFS TRUST33.5K shares0.00%2025-12-312026-01-07 IWY ISHARES TR5.3K shares0.08%2025-12-312026-01-07 GILD GILEAD SCIENCES INC11.7K sharesnew addition2025-12-312026-01-07 MARB FIRST TR EXCH TRADED FD III68.6K shares1.84%2025-12-312026-01-07 SCHV SCHWAB STRATEGIC TR47.3K shares2.74%2025-12-312026-01-07 ALPHABET INC ALPHABET INC4.3K shares0.02%2025-12-312026-01-07 PAUG INNOVATOR ETFS TRUST29.8K shares0.00%2025-12-312026-01-07 MAYW AIM ETF PRODUCTS TRUST38.0K shares0.00%2025-12-312026-01-07 PMAY INNOVATOR ETFS TRUST32.0K shares0.00%2025-12-312026-01-07 PFE PFIZER INC49.2K sharesnew addition2025-12-312026-01-07 DEO DIAGEO PLC14.2K shares-21.98%2025-12-312026-01-07 BND VANGUARD BD INDEX FDS15.7K shares-0.63%2025-12-312026-01-07 SMMU PIMCO ETF TR22.5K shares1.56%2025-12-312026-01-07 JEPI J P MORGAN EXCHANGE TRADED F19.5K shares-17.34%2025-12-312026-01-07 BJUL INNOVATOR ETFS TRUST21.5K shares0.00%2025-12-312026-01-07 CPSM CALAMOS ETF TR35.6K shares0.00%2025-12-312026-01-07 JMUB J P MORGAN EXCHANGE TRADED F19.1K shares0.46%2025-12-312026-01-07 KJAN INNOVATOR ETFS TRUST22.5K shares0.00%2025-12-312026-01-07 META META PLATFORMS INC1.4K shares2.29%2025-12-312026-01-07 VTI VANGUARD INDEX FDS2.6K shares4.75%2025-12-312026-01-07 FRME FIRST MERCHANTS CORP22.7K shares0.03%2025-12-312026-01-07 SPY SPDR S&P 500 ETF TR1.2K shares0.00%2025-12-312026-01-07 PFEB INNOVATOR ETFS TRUST19.7K shares0.00%2025-12-312026-01-07 SPHQ INVESCO EXCHANGE TRADED FD T10.7K shares0.00%2025-12-312026-01-07 SEPW AIM ETF PRODUCTS TRUST25.0K shares0.00%2025-12-312026-01-07 SPYV SPDR SERIES TRUST13.8K shares0.03%2025-12-312026-01-07 SIXJ AIM ETF PRODUCTS TRUST21.3K shares0.00%2025-12-312026-01-07 VGT VANGUARD WORLD FD927 shares0.00%2025-12-312026-01-07 D DOMINION ENERGY INC11.8K shares-0.09%2025-12-312026-01-07 GOCT FIRST TR EXCHNG TRADED FD VI17.5K shares0.00%2025-12-312026-01-07 MSFT MICROSOFT CORP1.4K shares-3.70%2025-12-312026-01-07 ICVT ISHARES TR6.7K shares19.21%2025-12-312026-01-07 BROADCOM INC BROADCOM INC1.9K shares0.16%2025-12-312026-01-07 IVW ISHARES TR5.3K shares-4.01%2025-12-312026-01-07 SYSB ISHARES TR7.3K sharesnew addition2025-12-312026-01-07 PLTR PALANTIR TECHNOLOGIES INC3.6K shares0.00%2025-12-312026-01-07 SIZE ISHARES TR4.0K shares0.00%2025-12-312026-01-07 POCT INNOVATOR ETFS TRUST13.6K shares9.35%2025-12-312026-01-07 SIVR ABRDN SILVER ETF TRUST8.6K shares1.13%2025-12-312026-01-07 OEF ISHARES TR1.6K shares0.57%2025-12-312026-01-07 TLT ISHARES TR6.1K shares79.53%2025-12-312026-01-07 FAUG FIRST TR EXCHNG TRADED FD VI10.0K shares0.00%2025-12-312026-01-07 MBIN MERCHANTS BANCORP IND15.5K shares0.00%2025-12-312026-01-07 COWZ PACER FDS TR8.6K shares-2.59%2025-12-312026-01-07 JSCP J P MORGAN EXCHANGE TRADED F10.8K shares-59.57%2025-12-312026-01-07 IEFA ISHARES TR5.7K shares0.42%2025-12-312026-01-07 AL AIR LEASE CORP7.9K shares-13.12%2025-12-312026-01-07 BSEP INNOVATOR ETFS TRUST10.0K shares0.00%2025-12-312026-01-07 HELO J P MORGAN EXCHANGE TRADED F6.5K shares0.18%2025-12-312026-01-07 PJUN INNOVATOR ETFS TRUST10.0K shares0.00%2025-12-312026-01-07 DON WISDOMTREE TR8.0K shares-4.10%2025-12-312026-01-07 AOA ISHARES TR4.6K shares1.83%2025-12-312026-01-07 SUB ISHARES TR3.8K shares-7.65%2025-12-312026-01-07 JPST J P MORGAN EXCHANGE TRADED F7.8K shares59.31%2025-12-312026-01-07 VHT VANGUARD WORLD FD1.4K shares-0.86%2025-12-312026-01-07 CVX CHEVRON CORP NEW2.6K shares-0.23%2025-12-312026-01-07 PG PROCTER AND GAMBLE CO2.7K shares-0.25%2025-12-312026-01-07 BJAN INNOVATOR ETFS TRUST6.9K shares0.00%2025-12-312026-01-07 OCTW AIM ETF PRODUCTS TRUST9.7K sharesnew addition2025-12-312026-01-07 TPLC TIMOTHY PLAN8.3K shares0.00%2025-12-312026-01-07 AEP AMERICAN ELEC PWR CO INC3.2K shares0.00%2025-12-312026-01-07 MAXJ ISHARES TR13.0K shares0.78%2025-12-312026-01-07 IWP ISHARES TR2.7K shares0.00%2025-12-312026-01-07 TSLA TESLA INC813 shares-71.42%2025-12-312026-01-07 GOVT ISHARES TR15.6K shares0.03%2025-12-312026-01-07 HIMU BLACKROCK ETF TRUST II7.3K shares-33.25%2025-12-312026-01-07 PBJL PGIM ROCK ETF TR11.7K shares0.00%2025-12-312026-01-07 MARW AIM ETF PRODUCTS TRUST10.1K shares0.00%2025-12-312026-01-07 IWD ISHARES TR1.6K shares0.06%2025-12-312026-01-07 MCD MCDONALDS CORP1.1K shares-42.06%2025-12-312026-01-07 SPYM SPDR SERIES TRUST4.2K shares1.36%2025-12-312026-01-07 COST COSTCO WHSL CORP NEW387 shares-2.52%2025-12-312026-01-07 IWM ISHARES TR1.3K shares0.15%2025-12-312026-01-07 VLUE ISHARES TR2.4K shares-28.65%2025-12-312026-01-07 IWS ISHARES TR2.3K shares0.00%2025-12-312026-01-07 PAPR INNOVATOR ETFS TRUST8.2K shares0.00%2025-12-312026-01-07 IJH ISHARES TR4.6K shares-29.74%2025-12-312026-01-07 GJAN FIRST TR EXCHNG TRADED FD VI7.1K shares0.00%2025-12-312026-01-07 PBDE PGIM ROCK ETF TR10.2K sharesnew addition2025-12-312026-01-07 IXN ISHARES TR2.9K shares-1.59%2025-12-312026-01-07 NKE NIKE INC4.7K shares47.23%2025-12-312026-01-07 EFAV ISHARES TR3.4K shares0.82%2025-12-312026-01-07 DIVI FRANKLIN TEMPLETON ETF TR7.6K shares-4.71%2025-12-312026-01-07 MEAR ISHARES U S ETF TR5.9K shares0.96%2025-12-312026-01-07 KO COCA COLA CO4.2K shares-6.93%2025-12-312026-01-07 FNDB SCHWAB STRATEGIC TR11.0K shares0.00%2025-12-312026-01-07 IJAN INNOVATOR ETFS TRUST7.9K shares0.00%2025-12-312026-01-07 NEE NEXTERA ENERGY INC3.4K shares-1.40%2025-12-312026-01-07 JNJ JOHNSON & JOHNSON1.3K shares-3.01%2025-12-312026-01-07 PEP PEPSICO INC1.9K shares6.26%2025-12-312026-01-07 OCTU AIM ETF PRODUCTS TRUST9.2K shares0.00%2025-12-312026-01-07 T AT&T INC10.6K shares-3.03%2025-12-312026-01-07 GSEP FIRST TR EXCHNG TRADED FD VI6.6K shares0.00%2025-12-312026-01-07 SLYV SPDR SERIES TRUST2.7K shares-10.56%2025-12-312026-01-07 PDEC INNOVATOR ETFS TRUST5.8K shares0.00%2025-12-312026-01-07 HSY HERSHEY CO1.4K shares0.67%2025-12-312026-01-07 MCK MCKESSON CORP300 shares0.00%2025-12-312026-01-07 ELV ELEVANCE HEALTH INC FORMERLY696 sharesnew addition2025-12-312026-01-07 KJUL INNOVATOR ETFS TRUST7.6K shares0.00%2025-12-312026-01-07 UBER UBER TECHNOLOGIES INC2.9K shares-4.73%2025-12-312026-01-07 IJR ISHARES TR1.9K shares-20.29%2025-12-312026-01-07 APP APPLOVIN CORP337 shares0.00%2025-12-312026-01-07 WMT WALMART INC2.0K shares-3.14%2025-12-312026-01-07 JULW AIM ETF PRODUCTS TRUST5.5K shares0.00%2025-12-312026-01-07 IVOG VANGUARD ADMIRAL FDS INC1.8K shares0.23%2025-12-312026-01-07 TXUE THORNBURG ETF TR6.6K sharesnew addition2025-12-312026-01-07 AMGN AMGEN INC624 sharesnew addition2025-12-312026-01-07 VUG VANGUARD INDEX FDS415 sharesnew addition2025-12-312026-01-07 BLNK BLINK CHARGING CO10.0K shares0.00%2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
ARCC Put PutARES CAPITAL CORP14.2K shares0.00%2025-12-312026-01-07