Bco Wealth Management LLC Portfolio Holdings by Sector

Bco Wealth Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFCF DFIC DFSD MUB DFEM BND DFNM 18 stocks	$116 Million 95.42% of portfolio	9	6	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$1.27 Million 1.04% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate EXR STAG 2 stocks	$703,209 0.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$536,978 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$465,748 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate IRM 1 stocks	$435,794 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$328,700 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate UMH 1 stocks	$296,317 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate EPRT 1 stocks	$287,184 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy WTTR 1 stocks	$283,488 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$277,756 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$256,921 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate APLE 1 stocks	$164,657 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate AGNC 1 stocks	$146,468 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate MPW 1 stocks	$132,327 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts

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