Bco Wealth Management LLC Portfolio Holdings by Sector
Bco Wealth Management LLC
- $128 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFCF DFSD DFIC MUB DFEM BND DFNM 17 stocks |
$101 Million
96.51% of portfolio
|
  9  
|
  5  
|
- | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
EXR STAG 2 stocks |
$732,374
0.7% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$542,700
0.52% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
UMH 1 stocks |
$373,140
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
IRM 1 stocks |
$367,821
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$364,222
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$334,804
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
EPRT 1 stocks |
$314,976
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
WTTR 1 stocks |
$278,450
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Hotel & Motel | Real Estate
APLE 1 stocks |
$176,996
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
MPW 1 stocks |
$157,383
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|