Bco Wealth Management LLC Portfolio Holdings by Sector

Bco Wealth Management LLC

$140 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFCF DFIC DFSD MUB DFEM BND DFNM 18 stocks	$109 Million 95.76% of portfolio	8	5	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate EXR STAG 2 stocks	$731,688 0.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$495,000 0.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$452,958 0.4% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate IRM 1 stocks	$438,487 0.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$414,195 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate UMH 1 stocks	$335,028 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$311,846 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate EPRT 1 stocks	$307,932 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$277,529 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$229,820 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy WTTR 1 stocks	$229,124 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$203,939 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate APLE 1 stocks	$159,996 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate MPW 1 stocks	$112,491 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate AGNC 1 stocks	$108,350 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bco Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bco Wealth Management LLC with notifications on news.