Ggm Financials LLC Top Holdings and 13F Report (2025) About Ggm Financials LLCInvestment ActivityGgm Financials LLC has $146.46 million in total holdings as of March 31, 2025.Ggm Financials LLC owns shares of 61 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 47.60% of the portfolio was purchased this quarter.About 10.61% of the portfolio was sold this quarter.This quarter, Ggm Financials LLC has purchased 55 new stocks and bought additional shares in 29 stocks.Ggm Financials LLC sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings JPMorgan Active Growth ETF $39,314,730Innovator Laddered Fund of U.S. Equity Power Buffer ETFs $21,458,030GOLDMAN SACHS ETF TR $16,031,137iShares Russell Mid-Cap ETF $10,499,824iShares U.S. Insurance ETF $8,484,329 Largest New Holdings this Quarter 45783Y814 - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs $21,458,030 Holding31428X106 - FedEx $521,933 Holding539830109 - Lockheed Martin $419,518 Holding11135F101 - Broadcom $385,910 Holding46654Q799 - J P MORGAN EXCHANGE TRADED F $348,456 Holding Largest Purchases this Quarter JPMorgan Active Growth ETF 411,148 shares (about $30.34M)Innovator Laddered Fund of U.S. Equity Power Buffer ETFs 486,687 shares (about $21.46M)iShares Russell Mid-Cap ETF 121,159 shares (about $10.31M)GOLDMAN SACHS ETF TR 81,206 shares (about $3.62M)FedEx 2,141 shares (about $521.93K) Largest Sales this Quarter Putnam Focused Large Cap Value ETF 353,410 shares (about $13.46M)Invesco S&P MidCap Quality ETF 4,631 shares (about $423.87K)JP Morgan BetaBuilders U.S. Equity ETF 2,877 shares (about $290.29K)iShares 10-20 Year Treasury Bond ETF 1,970 shares (about $204.37K)Invesco QQQ 314 shares (about $147.25K) 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$39,314,730$30,338,617 ▲338.0%532,79226.8%ETFBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$21,458,030$21,458,030 ▲New Holding486,68714.7%ETFGOLDMAN SACHS ETF TR$16,031,137$3,621,783 ▲29.2%359,44310.9%NASDAQ 100 COREIWRiShares Russell Mid-Cap ETF$10,499,824$10,306,971 ▲5,344.5%123,4267.2%ETFIAKiShares U.S. Insurance ETF$8,484,329$99,913 ▼-1.2%61,5655.8%ETFJAVAJPMorgan Active Value ETF$5,401,886$65,636 ▲1.2%85,0163.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,482,023$80,829 ▼-2.3%37,1772.4%ETFQQQInvesco QQQ$3,118,549$147,252 ▼-4.5%6,6502.1%FinancePVALPutnam Focused Large Cap Value ETF$2,255,303$13,457,942 ▼-85.6%59,2251.5%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,178,634$9,823 ▼-0.4%27,2811.5%ManufacturingAAPLApple$1,642,821$14,216 ▲0.9%7,3961.1%Computer and TechnologyXMHQInvesco S&P MidCap Quality ETF$1,617,205$423,865 ▼-20.8%17,6691.1%ETFIJHiShares Core S&P Mid-Cap ETF$1,502,521$198,741 ▲15.2%25,7501.0%ETFABBVAbbVie$1,460,938$4,400 ▲0.3%6,9731.0%MedicalNVDANVIDIA$1,355,051$149,887 ▲12.4%12,5030.9%Computer and TechnologyPGProcter & Gamble$1,348,592$49,083 ▼-3.5%7,9130.9%Consumer StaplesSPYVSPDR Portfolio S&P 500 Value ETF$1,326,622$8,784 ▲0.7%25,9770.9%ETFIEFAiShares Core MSCI EAFE ETF$1,255,630$253,123 ▲25.2%16,5980.9%ETFFVDFirst Trust Value Line Dividend Index Fund$1,141,568$1,204 ▲0.1%25,6010.8%ETFMSFTMicrosoft$1,110,855$241,017 ▲27.7%2,9590.8%Computer and TechnologyHFXINYLI FTSE International Equity Currency Neutral ETF$1,075,987$17,916 ▲1.7%39,0980.7%ETFJPMJPMorgan Chase & Co.$967,988$55,440 ▼-5.4%3,9460.7%FinanceCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$959,946$74,318 ▲8.4%9,9200.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$904,757$142,260 ▼-13.6%11,2570.6%ETFGLDSPDR Gold Shares$891,7930.0%3,0950.6%FinanceABTAbbott Laboratories$840,345$226,701 ▲36.9%6,3350.6%MedicalEFViShares MSCI EAFE Value ETF$830,742$14,794 ▼-1.7%14,0950.6%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$792,329$209,306 ▲35.9%33,0550.5%ETFMCDMcDonald's$771,346$4,061 ▲0.5%2,4690.5%Retail/WholesaleJMUBJPMorgan Municipal ETF$680,505$14,800 ▼-2.1%13,6100.5%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$651,565$26,114 ▲4.2%20,1850.4%ETFIJRiShares Core S&P Small-Cap ETF$647,340$7,111 ▼-1.1%6,1900.4%ETFHMOPHartford Municipal Opportunities ETF$630,461$80,668 ▲14.7%16,3970.4%ETFIVViShares Core S&P 500 ETF$622,602$28,658 ▼-4.4%1,1080.4%ETFLLYEli Lilly and Company$617,103$826 ▲0.1%7470.4%MedicalIWFiShares Russell 1000 Growth ETF$525,202$361 ▲0.1%1,4540.4%ETFFDXFedEx$521,933$521,933 ▲New Holding2,1410.4%TransportationPEPPepsiCo$459,551$6,897 ▼-1.5%3,0650.3%Consumer StaplesAMZNAmazon.com$450,536$18,075 ▼-3.9%2,3680.3%Retail/WholesaleBBUSJP Morgan BetaBuilders U.S. Equity ETF$440,121$290,286 ▼-39.7%4,3620.3%ETFGOOGLAlphabet$420,576$11,288 ▲2.8%2,7200.3%Computer and TechnologyLMTLockheed Martin$419,518$419,518 ▲New Holding9390.3%AerospaceAVGOBroadcom$385,910$385,910 ▲New Holding2,3050.3%Computer and TechnologySCHDSchwab US Dividend Equity ETF$356,021$130,576 ▼-26.8%12,7330.2%ETFGOLDMAN SACHS ETF TR$355,949$169,699 ▲91.1%7,6350.2%SMALL CAP CORE EJ P MORGAN EXCHANGE TRADED F$348,456$348,456 ▲New Holding6,9010.2%HIGH YIELD MUNIJ P MORGAN EXCHANGE TRADED F$336,694$336,694 ▲New Holding6,2910.2%ACTIVE BOND ETFHONHoneywell International$316,404$11,225 ▼-3.4%1,4940.2%Multi-Sector ConglomeratesMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$315,382$18,609 ▲6.3%6,1180.2%ETFVIGVanguard Dividend Appreciation ETF$289,222$582 ▲0.2%1,4910.2%ETFEFGiShares MSCI EAFE Growth ETF$282,560$4,999 ▼-1.7%2,8260.2%ETFXLEEnergy Select Sector SPDR Fund$268,184$26,258 ▼-8.9%2,8700.2%ETFMAMastercard$265,233$548 ▲0.2%4840.2%Business ServicesSPGIS&P Global$257,687$508 ▲0.2%5070.2%Business ServicesHDHome Depot$257,098$1,099 ▼-0.4%7020.2%Retail/WholesaleAEPAmerican Electric Power$257,062$103,677 ▼-28.7%2,3530.2%UtilitiesTLHiShares 10-20 Year Treasury Bond ETF$218,270$204,369 ▼-48.4%2,1040.1%ETFNKENIKE$214,687$1,143 ▲0.5%3,3820.1%Consumer DiscretionaryGALSPDR SSgA Global Allocation ETF$214,434$5,110 ▼-2.3%4,7840.1%ETFFTECFidelity MSCI Information Technology Index ETF$209,120$161 ▲0.1%1,2970.1%ETFUBERUber Technologies$202,041$202,041 ▲New Holding2,7730.1%Computer and TechnologyCATCaterpillar$0$210,284 ▼-100.0%00.0%IndustrialsShowing 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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