Ggm Financials LLC Top Holdings and 13F Report (2025) About Ggm Financials LLCInvestment ActivityGgm Financials LLC has $93.89 million in total holdings as of December 31, 2024.Ggm Financials LLC owns shares of 55 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 15.49% of the portfolio was purchased this quarter.About 37.18% of the portfolio was sold this quarter.This quarter, Ggm Financials LLC has purchased 54 new stocks and bought additional shares in 31 stocks.Ggm Financials LLC sold shares of 15 stocks and completely divested from 5 stocks this quarter.Largest Holdings Putnam Focused Large Cap Value ETF $15,317,018GOLDMAN SACHS ETF TR $13,641,940JPMorgan Active Growth ETF $9,856,822iShares U.S. Insurance ETF $7,877,774JPMorgan Active Value ETF $5,316,099 Largest New Holdings this Quarter iShares U.S. Insurance ETF $7,877,774 HoldingNYLI MacKay Shields Municipal Intermediate ETF $583,998 HoldingHartford Municipal Opportunities ETF $552,799 HoldingCaterpillar $210,284 HoldingGOLDMAN SACHS ETF TR $204,776 Holding Largest Purchases this Quarter iShares U.S. Insurance ETF 62,290 shares (about $7.88M)GOLDMAN SACHS ETF TR 53,175 shares (about $2.61M)NYLI MacKay Shields Municipal Intermediate ETF 24,323 shares (about $584.00K)Hartford Municipal Opportunities ETF 14,299 shares (about $552.80K)JPMorgan Active Growth ETF 6,414 shares (about $519.73K) Largest Sales this Quarter Invesco S&P MidCap Quality ETF 143,313 shares (about $14.11M)iShares 10-20 Year Treasury Bond ETF 86,574 shares (about $8.62M)SPDR Portfolio S&P 500 Growth ETF 1,837 shares (about $161.47K)JP Morgan BetaBuilders U.S. Equity ETF 1,388 shares (about $147.02K)WisdomTree U.S. Quality Dividend Growth Fund 1,361 shares (about $110.15K) 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 PortfolioSectorPVALPutnam Focused Large Cap Value ETF$15,317,018$433,488 ▲2.9%412,63516.3%ETFGOLDMAN SACHS ETF TR$13,641,940$2,607,166 ▲23.6%278,23714.5%NASDAQ 100 COREJGROJPMorgan Active Growth ETF$9,856,822$519,727 ▲5.6%121,64410.5%ETFIAKiShares U.S. Insurance ETF$7,877,774$7,877,774 ▲New Holding62,2908.4%ETFJAVAJPMorgan Active Value ETF$5,316,099$267,758 ▲5.3%83,9835.7%ETFQQQInvesco QQQ$3,560,049$47,542 ▼-1.3%6,9643.8%FinanceUSMViShares MSCI USA Min Vol Factor ETF$3,377,546$32,497 ▲1.0%38,0403.6%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,217,796$110,145 ▼-4.7%27,4042.4%ManufacturingXMHQInvesco S&P MidCap Quality ETF$2,195,847$14,111,813 ▼-86.5%22,3002.3%ETFAAPLApple$1,836,004$2,003 ▲0.1%7,3322.0%Computer and TechnologyNVDANVIDIA$1,493,275$537 ▲0.0%11,1201.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,392,253$36,015 ▲2.7%22,3441.5%ETFPGProcter & Gamble$1,374,915$7,544 ▲0.6%8,2011.5%Consumer StaplesSPYVSPDR Portfolio S&P 500 Value ETF$1,319,655$24,291 ▲1.9%25,8051.4%ETFABBVAbbVie$1,235,348$10,129 ▲0.8%6,9521.3%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$1,145,075$161,473 ▼-12.4%13,0271.2%ETFFVDFirst Trust Value Line Dividend Index Fund$1,116,036$16,976 ▼-1.5%25,5741.2%ETFHFXINYLI FTSE International Equity Currency Neutral ETF$1,001,932$197,118 ▲24.5%38,4471.1%ETFJPMJPMorgan Chase & Co.$1,000,066$4,554 ▲0.5%4,1721.1%FinanceMSFTMicrosoft$976,808$21,922 ▼-2.2%2,3171.0%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$931,342$310,354 ▲50.0%13,2521.0%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$870,384$5,991 ▲0.7%9,1520.9%ETFBBUSJP Morgan BetaBuilders U.S. Equity ETF$766,775$147,021 ▼-16.1%7,2390.8%ETFEFViShares MSCI EAFE Value ETF$752,719$9,497 ▲1.3%14,3460.8%ETFGLDSPDR Gold Shares$749,3920.0%3,0950.8%FinanceIJRiShares Core S&P Small-Cap ETF$721,025$5,185 ▲0.7%6,2580.8%ETFMCDMcDonald's$711,844$83,474 ▼-10.5%2,4560.8%Retail/WholesaleJMUBJPMorgan Municipal ETF$697,373$86,758 ▼-11.1%13,9060.7%ETFIVViShares Core S&P 500 ETF$682,100$7,062 ▼-1.0%1,1590.7%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$644,633$22,457 ▲3.6%19,3760.7%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$583,998$583,998 ▲New Holding24,3230.6%ETFIWFiShares Russell 1000 Growth ETF$583,655$402 ▲0.1%1,4530.6%ETFLLYEli Lilly and Company$575,973$772 ▲0.1%7460.6%MedicalHMOPHartford Municipal Opportunities ETF$552,799$552,799 ▲New Holding14,2990.6%ETFAMZNAmazon.com$540,358$10,970 ▲2.1%2,4630.6%Retail/WholesaleABTAbbott Laboratories$523,282$2,489 ▲0.5%4,6260.6%MedicalGOOGLAlphabet$501,042$17,604 ▲3.6%2,6470.5%Computer and TechnologySCHDSchwab US Dividend Equity ETF$475,447$317,648 ▲201.3%17,4030.5%ETFPEPPepsiCo$473,081$88,047 ▼-15.7%3,1110.5%Consumer StaplesTLHiShares 10-20 Year Treasury Bond ETF$405,493$8,616,876 ▼-95.5%4,0740.4%ETFHONHoneywell International$349,398$1,807 ▲0.5%1,5470.4%Multi-Sector ConglomeratesAEPAmerican Electric Power$304,504$2,951 ▲1.0%3,3020.3%UtilitiesMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$297,818$42,316 ▲16.6%5,7570.3%ETFVIGVanguard Dividend Appreciation ETF$291,302$17,228 ▲6.3%1,4880.3%ETFEFGiShares MSCI EAFE Growth ETF$278,444$1,355 ▲0.5%2,8760.3%ETFHDHome Depot$274,273$14,394 ▼-5.0%7050.3%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$269,905$6,424 ▼-2.3%3,1510.3%ETFNKENIKE$254,568$22,551 ▼-8.1%3,3640.3%Consumer DiscretionaryMAMastercard$254,5240.0%4830.3%Business ServicesSPGIS&P Global$252,079$498 ▲0.2%5060.3%Business ServicesFTECFidelity MSCI Information Technology Index ETF$239,6600.0%1,2960.3%ETFGALSPDR SSgA Global Allocation ETF$216,397$4,241 ▲2.0%4,8980.2%ETFCATCaterpillar$210,284$210,284 ▲New Holding5800.2%Industrial ProductsGOLDMAN SACHS ETF TR$204,776$204,776 ▲New Holding3,9950.2%SMALL CAP CORE EIWRiShares Russell Mid-Cap ETF$200,404$200,404 ▲New Holding2,2670.2%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$0$10,400,951 ▼-100.0%00.0%ETFREGNRegeneron Pharmaceuticals$0$277,527 ▼-100.0%00.0%MedicalMRKMerck & Co., Inc.$0$233,393 ▼-100.0%00.0%MedicalJ P MORGAN EXCHANGE TRADED F$0$232,549 ▼-100.0%00.0%HIGH YIELD MUNIXOMExxon Mobil$0$222,334 ▼-100.0%00.0%Oils/EnergyShowing 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. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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