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  Name: BCGM Wealth Management LLC
  City: LAFAYETTE
  State: IN
  Zip: 47901
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $278,604,000
  Total Value Change : $33,018,000
  Securities Held Change : 11
   
All Securities Held : 145
  New Positions : 13
  Closed Positions : 2
  Increased Positions : 65
  Unchanged Positions : 30
  Decreased Positions : 37

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 8 New $45.03 $7,158,000 161,214 2.57% 7,158,000 161,214 1.791    N/A
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 20 New $0.00 $3,484,000 60,521 1.25% 3,484,000 60,521 0.007    N/A
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 22 New $0.00 $3,432,000 65,426 1.23% 3,432,000 65,426 0.073    N/A
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 36 New $92.01 $2,647,000 27,974 0.95% 2,647,000 27,974 0.002    Closed - End Fund - E...
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy 45 New $43.36 $1,794,000 41,771 0.64% 1,794,000 41,771 0.046    Closed - End Fund - E...
   (MBLY)1 Year Chart         MBLY Mobileye Global Inc. 47 New $28.50 $1,668,000 51,878 0.6% 1,668,000 51,878 0.046    N/A
   (PAVE)1 Year Chart         PAVE Global X Us Infrastructure ... 81 New $0.00 $631,000 15,854 0.23% 631,000 15,854 0.012    N/A
   (MARW)1 Year Chart         MARW Allianzim Us Large Cap Buff... 119 New $0.00 $290,000 10,108 0.1% 290,000 10,108 0.112    N/A
   (ICVT)1 Year Chart         ICVT Ishares Convertible Bond Etf 127 New $0.00 $259,000 3,247 0.09% 259,000 3,247 0.003    N/A
   (JMUB)1 Year Chart         JMUB Jpmorgan Municipal Etf 128 New $0.00 $257,000 5,066 0.09% 257,000 5,066 0.006    N/A
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 138 New $66.05 $225,000 2,919 0.08% 225,000 2,919 0    N/A
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 144 New $0.00 $203,000 4,123 0.07% 203,000 4,123 0.004    N/A
   (SCWO)1 Year Chart         SCWO 374Water Inc 145 New $1.30 $16,000 12,313 0.01% 16,000 12,313 0.01    N/A

      13 Records Found
  1    
Page 1 of 1
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