Bcgm-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FPI",
  null,
  null,
  "APD",
  "GOOGL",
  "T",
  null,
  null,
  "DUK",
  "D",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "GNW",
  null,
  "EMXC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  "MBIN",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "IWS",
  null,
  null,
  null,
  null,
  "MSFT",
  "FRME",
  null,
  null,
  null,
  null,
  "HSY",
  "IJR",
  "IWD",
  "KR",
  "NOC",
  null,
  "IWF",
  null,
  "PEP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  null,
  null,
  "PG",
  null,
  "VZ",
  null,
  null,
  null,
  "IEFA",
  "SPG",
  null,
  "SPLG",
  "UBER",
  "UL",
  "VO",
  "MBLY",
  "LOVE",
  "SIVR",
  null,
  null,
  null,
  null,
  null,
  "MGC",
  "DEO",
  "FSLR",
  "IWP",
  "AEP",
  null,
  "VIGI",
  "AMZN",
  null,
  "HII",
  "AL",
  null,
  "VTEB",
  "BND",
  "VOO",
  "WBS",
  null,
  null,
  null,
  null,
  null,
  "GNTX",
  "SCHD",
  "CHKP",
  "SBSW",
  null,
  null,
  "MTUM",
  null,
  "MCK",
  null,
  "SPYV",
  null,
  null,
  "BRK-B",
  null,
  "BLNK",
  "CVX",
  "KO",
  "CTRA",
  "CVS",
  "DHIL",
  null,
  "USMV",
  "QQQ",
  "IWM",
  "DIS",
  "XOM",
  "LLY",
  "TSLA",
  "PM",
  null,
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 153
Total Value: 325449365
Accession Number: 0001765380-25-000194
Form Type: 13F-HR
CIK: bcgm-wealth-management
Manager Name: Bcgm-Wealth-Management

Data Enrichment

53% identified

81 identified72 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

153 positions • $325.4M total value

153 positions • $325.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 8

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72201R874

Shares:26.6K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$325.4M)

45782C656

Shares:33.6K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$325.4M)

45782C318

Shares:34.8K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$325.4M)

33740J203

Shares:62.0K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$325.4M)

808524409

Shares:45.5K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$325.4M)

45782C680

Shares:31.8K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$325.4M)

464289438

Shares:5.6K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$325.4M)

FIRST SOLAR, INC.

Shares:9.4K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$325.4M)

00888H752

Shares:38.0K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$325.4M)

921937835

Shares:14.9K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$325.4M)

Air Products & Chemicals, Inc.

Shares:3.6K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$325.4M)

46641Q274

Shares:22.4K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$325.4M)

12811T605

Shares:35.6K

Value:$958.4K

% of Portfolio:0.3% ($958.4K/$325.4M)

45782C789

Shares:21.5K

Value:$926.2K

% of Portfolio:0.3% ($926.2K/$325.4M)

FIRST MERCHANTS CORP

Shares:22.7K

Value:$916.7K

% of Portfolio:0.3% ($916.7K/$325.4M)

46137V241

Shares:13.0K

Value:$864.4K

% of Portfolio:0.3% ($864.4K/$325.4M)

UNILEVER PLC

Shares:14.4K

Value:$857.9K

% of Portfolio:0.3% ($857.9K/$325.4M)

AMAZON COM INC

Shares:4.5K

Value:$851.4K

% of Portfolio:0.3% ($851.4K/$325.4M)

WEBSTER FINANCIAL CORP

Shares:16.0K

Value:$823.5K

% of Portfolio:0.3% ($823.5K/$325.4M)

45782C474

Shares:22.7K

Value:$812.9K

% of Portfolio:0.2% ($812.9K/$325.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip72201R874)✕	26.6K	QoQ -8.43% (-2.4K) YoY -36.85% (-15.5K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$325.4M)	QoQ -8.10% (-$117.3K) YoY -36.70% (-$770.6K)
(cusip45782C656)✕	33.6K	QoQ 0.00% (-0) YoY -35.45% (-18.5K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$325.4M)	QoQ -1.72% (-$22.7K) YoY -32.08% (-$609.8K)
(cusip45782C318)✕	34.8K	QoQ 0.00% (-0) YoY +303.45% (+26.2K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$325.4M)	QoQ -0.29% (-$3.7K) YoY +344.82% (+$965.0K)
(cusip33740J203)✕	62.0K	QoQ +4.06% (+2.4K) YoY +16.56% (+8.8K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$325.4M)	QoQ +4.53% (+$53.6K) YoY +17.56% (+$184.9K)
(cusip808524409)✕	45.5K	QoQ +6.26% (+2.7K) YoY +140.46% (-26.6K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$325.4M)	QoQ +8.34% (+$93.1K) YoY -15.87% (-$228.3K)
(cusip45782C680)✕	31.8K	QoQ 0.00% (-0) YoY -5.60% (-1.9K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$325.4M)	QoQ -1.87% (-$22.9K) YoY +0.79% (-$9.5K)
(cusip464289438)✕	5.6K	QoQ -1.01% (-58) YoY -17.24% (-1.2K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$325.4M)	QoQ -11.25% (-$150.7K) YoY -10.52% (-$139.8K)
FIRST SOLAR, INC.(FSLRcusip336433107)	9.4K	QoQ +4.71% (-423) YoY +46.63% (+3.0K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$325.4M)	QoQ -24.88% (-$393.6K) YoY +9.83% (+$106.3K)
(cusip00888H752)✕	38.0K	QoQ 0.00% (+0) YoY +400.23% (+30.4K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$325.4M)	QoQ +0.67% (+$7.8K) YoY +449.55% (+$952.8K)
(BNDcusip921937835)	14.9K	QoQ +6.19% (+866) YoY -9.56% (-1.6K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$325.4M)	QoQ +8.46% (+$85.1K) YoY -8.54% (-$101.9K)
Air Products & Chemicals, Inc.(APDcusip009158106)	3.6K	QoQ +5.64% (+195) YoY +14.35% (+458)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$325.4M)	QoQ +7.42% (+$74.4K) YoY +39.21% (+$303.0K)
(cusip46641Q274)✕	22.4K	QoQ +10.62% (+2.2K) YoY NEW(+22.4K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$325.4M)	QoQ +12.00% (+$113.4K) YoY NEW(+$1.1M)
(cusip12811T605)✕	35.6K	QoQ 0.00% (+0) YoY NEW(+35.6K)	All Managers (Combined)	$958.4K	0.3% ($958.4K/$325.4M)	QoQ +0.68% (+$6.5K) YoY NEW(+$958.4K)
(cusip45782C789)✕	21.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$926.2K	0.3% ($926.2K/$325.4M)	QoQ -3.10% (-$29.6K) YoY +7.05% (+$61.1K)
FIRST MERCHANTS CORP(FRMEcusip320817109)	22.7K	QoQ +0.02% (+6) YoY +0.11% (+25)	All Managers (Combined)	$916.7K	0.3% ($916.7K/$325.4M)	QoQ +1.40% (+$12.7K) YoY +15.99% (+$126.4K)
(cusip46137V241)✕	13.0K	QoQ -4.40% (-600) YoY -20.07% (-3.3K)	All Managers (Combined)	$864.4K	0.3% ($864.4K/$325.4M)	QoQ -5.38% (-$49.2K) YoY -12.24% (-$120.6K)
UNILEVER PLC(ULcusip904767704)	14.4K	QoQ +9.34% (+1.2K) YoY -2.74% (-407)	All Managers (Combined)	$857.9K	0.3% ($857.9K/$325.4M)	QoQ +14.83% (+$110.8K) YoY +15.38% (-$114.4K)
AMAZON COM INC(AMZNcusip023135106)	4.5K	QoQ -0.82% (-37) YoY +14.45% (+565)	All Managers (Combined)	$851.4K	0.3% ($851.4K/$325.4M)	QoQ -13.98% (-$138.5K) YoY +20.71% (+$146.1K)
WEBSTER FINANCIAL CORP(WBScusip947890109)	16.0K	QoQ +8.22% (+1.2K) YoY -39.30% (-10.3K)	All Managers (Combined)	$823.5K	0.3% ($823.5K/$325.4M)	QoQ +1.02% (+$8.4K) YoY -38.37% (-$512.7K)
(cusip45782C474)✕	22.7K	QoQ +140.40% (+13.3K) YoY +119.73% (+12.4K)	All Managers (Combined)	$812.9K	0.2% ($812.9K/$325.4M)	QoQ +130.04% (+$459.5K) YoY +122.03% (+$446.8K)