News + Filings Holdings
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BCGM Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Pacer Funds Trust
| COWZ | Common | 118,941 | 118,941 | 5,693,703,000 | 5,693,703,000 | 2.51 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 1,310 | 1,310 | 554,084,000 | 554,084,000 | 0.24 | 0.00 |
Hist
| 06/30/2023 |
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MCDONALDS CORP
| MCD | Common | 1,571 | 1,571 | 468,702,000 | 468,702,000 | 0.21 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 1,851 | 1,851 | 407,738,000 | 407,738,000 | 0.18 | |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| KJAN | Common | 11,809 | 11,809 | 377,680,000 | 377,680,000 | 0.17 | |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 1,245 | 1,245 | 357,290,000 | 357,290,000 | 0.16 | |
Hist
| 06/30/2023 |
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WisdomTree Trust
| DON | MIDCAP DIVI FD | 8,347 | 8,347 | 351,003,000 | 351,003,000 | 0.15 | |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| PAPR | Common | 10,647 | 10,647 | 328,992,000 | 328,992,000 | 0.14 | |
Hist
| 06/30/2023 |
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HERSHEY CO
| HSY | Common | 1,267 | 1,267 | 316,472,000 | 316,472,000 | 0.14 | |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| EJAN | Common | 10,853 | 10,853 | 307,984,000 | 307,984,000 | 0.14 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| VLUE | Common | 3,074 | 3,074 | 288,279,000 | 288,279,000 | 0.13 | |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| POCT | Common | 8,425 | 8,425 | 281,985,000 | 281,985,000 | 0.12 | |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| BJAN | Common | 7,225 | 7,225 | 272,526,000 | 272,526,000 | 0.12 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 2,640 | 2,640 | 263,038,000 | 263,038,000 | 0.12 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 1,290 | 1,290 | 256,613,000 | 256,613,000 | 0.11 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| DSV | Common | 3,269 | 3,269 | 252,350,000 | 252,350,000 | 0.11 | |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| IJAN | Common | 8,654 | 8,654 | 252,094,000 | 252,094,000 | 0.11 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 2,100 | 2,100 | 251,370,000 | 251,370,000 | 0.11 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SLYG | Common | 3,118 | 3,118 | 239,965,000 | 239,965,000 | 0.11 | |
Hist
| 06/30/2023 |
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COCA COLA CO
| KO | Common | 3,903 | 3,903 | 235,069,000 | 235,069,000 | 0.10 | |
Hist
| 06/30/2023 |
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CHEVRON CORP
| CVX | Common | 1,435 | 1,435 | 225,786,000 | 225,786,000 | 0.10 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IXN | Common | 3,411 | 3,411 | 212,151,000 | 212,151,000 | 0.09 | |
Hist
| 06/30/2023 |
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