Bcs Private Wealth Management, Inc. New Holdings in Q2 2025

Bcs Private Wealth Management, Inc.

  • $266 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
14.8K
New
$53.19 - $69.38 $787K - $1.03M
14.8K $1.03M
INDA
Ishares Msci India Index Fund

ETFs
18.4K
New
$49.13 - $55.86 $906K - $1.03M
18.4K $1.03M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7.29K
New
$121.58 - $136.74 $886K - $997K
7.29K $989K
GS
Goldman Sachs Group Inc

Financial Services
1.39K
New
$462.22 - $707.75 $642K - $982K
1.39K $983K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
85.6K
New
$11.19 - $11.84 $957K - $1.01M
85.6K $978K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
19.3K
New
$49.57 - $50.27 $955K - $969K
19.3K $969K
NFLX
Netflix Inc

Communication Services
694
New
$855.86 - $1339.13 $594K - $929K
694 $929K
HD
Home Depot, Inc.

Consumer Cyclical
2.48K
New
$335.24 - $380.78 $831K - $944K
2.48K $909K
EIX
Edison International

Utilities
17K
New
$48.32 - $59.92 $821K - $1.02M
17K $876K
ABT
Abbott Laboratories

Healthcare
6.44K
New
$123.95 - $138.08 $798K - $889K
6.44K $875K
AMZN
Amazon Com Inc

Consumer Cyclical
3.87K
New
$167.32 - $223.3 $647K - $863K
3.87K $848K
T
At&T Inc.

Communication Services
28.8K
New
$26.33 - $28.94 $758K - $833K
28.8K $833K
AMGN
Amgen Inc

Healthcare
2.95K
New
$262.28 - $309.85 $774K - $914K
2.95K $824K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
23.9K
New
$30.93 - $34.56 $739K - $825K
23.9K $792K
AGI
Alamos Gold Inc

Basic Materials
28K
New
$23.81 - $30.33 $666K - $849K
28K $743K
GE
General Electric CO

Industrials
2.75K
New
$166.81 - $257.39 $459K - $708K
2.75K $708K
MDT
Medtronic PLC

Healthcare
8.04K
New
$80.68 - $88.86 $649K - $714K
8.04K $707K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
24.2K
New
$23.44 - $28.85 $568K - $699K
24.2K $699K
VSEC
Vse Corp

Industrials
5.09K
New
$103.15 - $140.55 $525K - $715K
5.09K $666K
DVYE
Ishares Emerging Markets Divid

ETFs
23.2K
New
$23.95 - $29.03 $556K - $674K
23.2K $666K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
40.9K
New
$14.83 - $16.07 $606K - $657K
40.9K $650K
XOM
Exxon Mobil Corp

Energy
5.98K
New
$99.93 - $119.04 $597K - $712K
5.98K $645K
META
Meta Platforms, Inc.

Communication Services
866
New
$484.66 - $738.09 $420K - $639K
866 $639K
BA
Boeing CO

Industrials
3.01K
New
$136.59 - $217.51 $411K - $655K
3.01K $631K
PWR
Quanta Services, Inc.

Industrials
1.64K
New
$239.47 - $381.26 $393K - $626K
1.64K $620K
COST
Costco Wholesale Corp

Consumer Defensive
593
New
$908.13 - $1056.85 $539K - $627K
593 $587K
DOCU
Docusign, Inc.

Technology
7.39K
New
$70.35 - $93.84 $520K - $693K
7.39K $576K
TIP
Ishares Tr Tips Bd ETF

ETFs
5.22K
New
$107.93 - $110.97 $563K - $579K
5.22K $574K
CW
Curtiss Wright Corp

Industrials
1.17K
New
$283.18 - $488.55 $332K - $573K
1.17K $573K
OVV
Ovintiv Inc.

Energy
14.8K
New
$31.18 - $44.14 $461K - $653K
14.8K $563K
CASY
Caseys General Stores Inc

Consumer Cyclical
1.08K
New
$415.82 - $510.91 $449K - $552K
1.08K $551K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
25K
New
$21.02 - $26.3 $527K - $659K
25K $531K
CL
Colgate Palmolive CO

Consumer Defensive
5.73K
New
$87.57 - $96.0 $501K - $550K
5.73K $520K
IWR
Ishares Russell Mid Cap ETF

ETFs
5.27K
New
$74.88 - $91.97 $395K - $485K
5.27K $485K
LOW
Lowes Companies Inc

Consumer Cyclical
2.15K
New
$210.83 - $235.28 $454K - $507K
2.15K $478K
NVT
N Vent Electric PLC

Industrials
6.53K
New
$45.2 - $73.35 $295K - $479K
6.53K $478K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.96K
New
$77.74 - $78.78 $463K - $469K
5.96K $469K
PWZ
Invesco California Amt Free Mu

ETFs
20K
New
$22.71 - $24.18 $454K - $484K
20K $467K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.2K
New
$160.22 - $209.35 $352K - $460K
2.2K $460K
KO
Coca Cola CO

Consumer Defensive
6.38K
New
$68.37 - $73.9 $436K - $471K
6.38K $455K
APG
A Pi Group Corp

Industrials
8.83K
New
$32.2 - $51.23 $284K - $452K
8.83K $451K
FISV
Fiserv Inc

Technology
2.61K
New
N/A
2.61K $450K
IWM
Ishares Russell 2000 ETF

ETFs
2.05K
New
$174.82 - $215.79 $359K - $443K
2.05K $443K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
6.9K
New
$52.84 - $72.9 $365K - $503K
6.9K $438K
GLD
Spdr Gold Trust

ETFs
1.44K
New
$273.71 - $316.29 $393K - $454K
1.44K $437K
MOD
Modine Manufacturing CO

Consumer Cyclical
4.4K
New
$69.3 - $105.57 $305K - $465K
4.4K $433K
HCA
Hca Healthcare, Inc.

Healthcare
1.13K
New
$317.61 - $387.52 $358K - $437K
1.13K $432K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.78K
New
$205.81 - $234.23 $366K - $417K
1.78K $415K
DTH
Wisdomtree Tr

ETFs
8.81K
New
$37.84 - $46.83 $333K - $413K
8.81K $408K
Activity Summary
Buys All Purchases 166 New Holdings 166 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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