Bcs Private Wealth Management, Inc. Portfolio Holdings

Bcs Private Wealth Management, Inc.

  • $266 Million
  • Q2 2025

Bcs Private Wealth Management, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $266 Million distributed in 166 stocks.

Among their holdings, we can observe that their the top five positions include companies like: 2023 ETF Series Trust with a value of $30.7M, Microsoft Corp with a value of $13M, Berkshire Hathaway Inc Class B with a value of $11.7M, Jpmorgan Chase & CO with a value of $11.3M, and Ishares Trust Ishares 1 5 Year with a value of $9.11M.

Examining the 13F form we can see an increase of $266M in the current position value.

Bcs Private Wealth Management, Inc. is based out at Rumson, NJ

Below you can find more details about Bcs Private Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $266 Million
ETFs: $70.2 Million
Financial Services: $37.5 Million
Technology: $31 Million
Healthcare: $19.8 Million
Industrials: $17.1 Million
Basic Materials: $13 Million
Consumer Defensive: $11.1 Million
Communication Services: $10.2 Million
Other: $22.9 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$978,000 0.37% of portfolio
85,550
Q2 2025 New
$0
$650,000 0.24% of portfolio
40,855
Q2 2025 New
$0
$245,000 0.09% of portfolio
24,600
Q2 2025 New
$0
$122,000 0.05% of portfolio
15,000
Q2 2025 New
$49.2M
$21,000 0.01% of portfolio
13,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $266 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 166 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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