Ggm Financials LLC Top Holdings and 13F Report (2025) About Ggm Financials LLCInvestment ActivityGgm Financials LLC has $172.25 million in total holdings as of June 30, 2025.Ggm Financials LLC owns shares of 60 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 10.49% of the portfolio was purchased this quarter.About 3.41% of the portfolio was sold this quarter.This quarter, Ggm Financials LLC has purchased 61 new stocks and bought additional shares in 34 stocks.Ggm Financials LLC sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings JPMorgan Active Growth ETF $47,892,462Innovator Laddered Allocation Power Buffer ETF $23,695,191GOLDMAN SACHS ETF TR $18,660,052iShares Russell Mid-Cap ETF $12,124,578iShares U.S. Insurance ETF $8,546,747 Largest New Holdings this Quarter 464287598 - iShares Russell 1000 Value ETF $560,550 Holding88160R101 - Tesla $305,907 Holding166764100 - Chevron $235,694 Holding Largest Purchases this Quarter Hartford Municipal Opportunities ETF 75,672 shares (about $2.90M)JPMorgan Active Growth ETF 23,644 shares (about $2.04M)iShares Russell 1000 Growth ETF 4,637 shares (about $1.97M)NYLI MacKay Shields Municipal Intermediate ETF 80,895 shares (about $1.93M)J P MORGAN EXCHANGE TRADED F 29,870 shares (about $1.49M) Largest Sales this Quarter Invesco S&P MidCap Quality ETF 9,651 shares (about $948.15K)Invesco QQQ 1,609 shares (about $887.58K)NYLI FTSE International Equity Currency Neutral ETF 23,349 shares (about $688.08K)WisdomTree U.S. Quality Dividend Growth Fund 7,689 shares (about $643.89K)JPMorgan Municipal ETF 6,500 shares (about $322.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGgm Financials LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJGROJPMorgan Active Growth ETF$47,892,462$2,035,040 ▲4.4%556,43627.8%ETFBUFFInnovator Laddered Allocation Power Buffer ETF$23,695,191$820,902 ▲3.6%504,15313.8%ETFGOLDMAN SACHS ETF TR$18,660,052$756,215 ▲4.2%374,62510.8%NASDAQ-100 PREMIIWRiShares Russell Mid-Cap ETF$12,124,578$773,099 ▲6.8%131,8327.0%ETFIAKiShares U.S. Insurance ETF$8,546,747$268,653 ▲3.2%63,5635.0%ETFJAVAJPMorgan Active Value ETF$5,550,200$18,340 ▼-0.3%84,7363.2%ETFHMOPHartford Municipal Opportunities ETF$3,524,412$2,896,733 ▲461.5%92,0692.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,294,675$195,157 ▼-5.6%35,0981.9%ETFPVALPutnam Focused Large Cap Value ETF$3,178,271$795,664 ▲33.4%79,0031.8%ETFQQQInvesco QQQ$2,780,780$887,577 ▼-24.2%5,0411.6%FinanceMMITNYLI MacKay Shields Municipal Intermediate ETF$2,717,696$1,929,338 ▲244.7%113,9501.6%ETFIWFiShares Russell 1000 Growth ETF$2,586,310$1,968,925 ▲318.9%6,0911.5%ETFIEFAiShares Core MSCI EAFE ETF$2,128,037$742,459 ▲53.6%25,4921.2%ETFNVDANVIDIA$1,940,560$34,757 ▼-1.8%12,2831.1%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$1,830,443$1,486,914 ▲432.8%36,7711.1%HIGH YIELD MUNIIJHiShares Core S&P Mid-Cap ETF$1,641,928$44,903 ▲2.8%26,4741.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,640,668$643,890 ▼-28.2%19,5921.0%ManufacturingAAPLApple$1,518,673$1,231 ▲0.1%7,4020.9%Computer and TechnologyMSFTMicrosoft$1,473,827$1,990 ▲0.1%2,9630.9%Computer and TechnologyEFViShares MSCI EAFE Value ETF$1,327,237$432,488 ▲48.3%20,9080.8%ETFPGProcter & Gamble$1,251,776$8,922 ▼-0.7%7,8570.7%Consumer StaplesMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,223,678$909,451 ▲289.4%23,8250.7%ETFABBVAbbVie$1,177,975$116,387 ▼-9.0%6,3460.7%MedicalJPMJPMorgan Chase & Co.$1,148,447$4,349 ▲0.4%3,9610.7%FinanceFVDFirst Trust Value Line Dividend Index Fund$1,147,000$2,637 ▲0.2%25,6600.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,106,765$252,851 ▼-18.6%21,1460.6%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$1,046,617$81,258 ▲8.4%10,7550.6%ETFGLDSPDR Gold Shares$943,4490.0%3,0950.5%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$926,849$146,119 ▼-13.6%9,7240.5%ETFABTAbbott Laboratories$865,058$3,400 ▲0.4%6,3600.5%MedicalXMHQInvesco S&P MidCap Quality ETF$787,722$948,155 ▼-54.6%8,0180.5%ETFEFGiShares MSCI EAFE Growth ETF$725,161$408,666 ▲129.1%6,4750.4%ETFIVViShares Core S&P 500 ETF$689,431$1,242 ▲0.2%1,1100.4%ETFGOLDMAN SACHS ETF TR$666,302$280,965 ▲72.9%13,2020.4%SMALL CAP EQUITYJ P MORGAN EXCHANGE TRADED F$647,274$310,132 ▲92.0%12,0780.4%ACTIVE BOND ETFIJRiShares Core S&P Small-Cap ETF$638,656$37,812 ▼-5.6%5,8440.4%ETFAVGOBroadcom$637,825$2,481 ▲0.4%2,3140.4%Computer and TechnologyLLYEli Lilly and Company$583,427$780 ▲0.1%7480.3%MedicalIWDiShares Russell 1000 Value ETF$560,550$560,550 ▲New Holding2,8860.3%ETFAMZNAmazon.com$519,5160.0%2,3680.3%Retail/WholesaleMCDMcDonald's$514,293$207,178 ▼-28.7%1,7600.3%Retail/WholesaleBBUSJPMorgan BetaBuilders U.S. Equity ETF$488,079$112 ▼0.0%4,3610.3%ETFFDXFedEx$486,6710.0%2,1410.3%TransportationGOOGLAlphabet$479,797$529 ▲0.1%2,7230.3%Computer and TechnologyHFXINYLI FTSE International Equity Currency Neutral ETF$464,113$688,080 ▼-59.7%15,7490.3%ETFLMTLockheed Martin$437,690$2,779 ▲0.6%9450.3%AerospaceJMUBJPMorgan Municipal ETF$352,936$322,656 ▼-47.8%7,1100.2%ETFHONHoneywell International$349,008$1,164 ▲0.3%1,4990.2%Multi-Sector ConglomeratesPEPPepsiCo$340,813$63,911 ▼-15.8%2,5810.2%Consumer StaplesSCHDSchwab US Dividend Equity ETF$338,332$901 ▲0.3%12,7670.2%ETFTSLATesla$305,907$305,907 ▲New Holding9630.2%Auto/Tires/TrucksVIGVanguard Dividend Appreciation ETF$305,1450.0%1,4910.2%ETFMAMastercard$272,0980.0%4840.2%Business ServicesSPGIS&P Global$267,919$527 ▲0.2%5080.2%FinanceHDHome Depot$258,890$1,467 ▲0.6%7060.2%Retail/WholesaleUBERUber Technologies$258,7210.0%2,7730.2%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$255,8110.0%1,2970.1%ETFAEPAmerican Electric Power$246,330$2,179 ▲0.9%2,3740.1%UtilitiesXLEEnergy Select Sector SPDR Fund$245,441$2,035 ▲0.8%2,8940.1%ETFCVXChevron$235,694$235,694 ▲New Holding1,6460.1%EnergyTCAFT. Rowe Price Capital Appreciation Equity ETF$0$651,565 ▼-100.0%00.0%ETFTLHiShares 10-20 Year Treasury Bond ETF$0$218,270 ▼-100.0%00.0%ETFNKENIKE$0$214,687 ▼-100.0%00.0%Consumer DiscretionaryGALSPDR SSgA Global Allocation ETF$0$214,434 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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