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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$293B
$1.03 Million 0.39% of portfolio
14,791
Q2 2025 New
$0
$1.03 Million 0.39% of portfolio
18,431
Q2 2025 New
$254B
$983,000 0.37% of portfolio
1,388
Q2 2025 New
$0
$978,000 0.37% of portfolio
85,550
Q2 2025 New
$0
$989,000 0.37% of portfolio
7,290
Q2 2025 New
$0
$969,000 0.36% of portfolio
19,273
Q2 2025 New
$545B
$929,000 0.35% of portfolio
694
Q2 2025 New
$405B
$909,000 0.34% of portfolio
2,478
Q2 2025 New
$21.3B
$876,000 0.33% of portfolio
16,985
Q2 2025 New
$229B
$875,000 0.33% of portfolio
6,435
Q2 2025 New
$314B
$858,000 0.32% of portfolio
3,600
Q2 2025 New
$2.26T
$848,000 0.32% of portfolio
3,865
Q2 2025 New
$203B
$833,000 0.31% of portfolio
28,795
Q2 2025 New
$152B
$824,000 0.31% of portfolio
2,950
Q2 2025 New
$0
$792,000 0.3% of portfolio
23,880
Q2 2025 New
$10.2B
$743,000 0.28% of portfolio
27,987
Q2 2025 New
$306B
$708,000 0.27% of portfolio
2,749
Q2 2025 New
$0
$699,000 0.26% of portfolio
24,220
Q2 2025 New
$0
$666,000 0.25% of portfolio
23,230
Q2 2025 New
$2.11B
$666,000 0.25% of portfolio
5,087
Q2 2025 New
$1.78T
$639,000 0.24% of portfolio
866
Q2 2025 New
$442B
$645,000 0.24% of portfolio
5,979
Q2 2025 New
$139B
$631,000 0.24% of portfolio
3,010
Q2 2025 New
$0
$650,000 0.24% of portfolio
40,855
Q2 2025 New
$56B
$620,000 0.23% of portfolio
1,641
Q2 2025 New
$13.7B
$576,000 0.22% of portfolio
7,390
Q2 2025 New
$19.3B
$573,000 0.22% of portfolio
1,173
Q2 2025 New
$439B
$587,000 0.22% of portfolio
593
Q2 2025 New
$0
$574,000 0.22% of portfolio
5,215
Q2 2025 New
$19.4B
$551,000 0.21% of portfolio
1,080
Q2 2025 New
$10.1B
$563,000 0.21% of portfolio
14,800
Q2 2025 New
$70.9B
$520,000 0.2% of portfolio
5,725
Q2 2025 New
$6.97B
$531,000 0.2% of portfolio
25,048
Q2 2025 New
$152B
$478,000 0.18% of portfolio
2,154
Q2 2025 New
$15.3B
$478,000 0.18% of portfolio
6,531
Q2 2025 New
$0
$469,000 0.18% of portfolio
5,958
Q2 2025 New
$0
$485,000 0.18% of portfolio
5,270
Q2 2025 New
$0
$467,000 0.18% of portfolio
20,000
Q2 2025 New
$8.29B
$451,000 0.17% of portfolio
8,825
Q2 2025 New
$0
$443,000 0.17% of portfolio
2,051
Q2 2025 New
$306B
$455,000 0.17% of portfolio
6,377
Q2 2025 New
$79.5B
$450,000 0.17% of portfolio
2,609
Q2 2025 New
$35.1B
$460,000 0.17% of portfolio
2,199
Q2 2025 New
$7.39B
$433,000 0.16% of portfolio
4,400
Q2 2025 New
$0
$438,000 0.16% of portfolio
6,900
Q2 2025 New
$112B
$432,000 0.16% of portfolio
1,127
Q2 2025 New
$26.4B
$415,000 0.16% of portfolio
1,779
Q2 2025 New
$106B
$437,000 0.16% of portfolio
1,435
Q2 2025 New
$0
$408,000 0.15% of portfolio
8,813
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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