Bcr Wealth Strategies, LLC Portfolio Holdings

Bcr Wealth Strategies, LLC

  • $212 Million
  • Q3 2024

Bcr Wealth Strategies, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $212 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $62.1M, Dimensional ETF Trust with a value of $33.4M, American Centy ETF Tr Avantis with a value of $23.2M, Dimensional ETF Tr Core Fxd In with a value of $22.5M, and American Centy ETF Tr Avantis with a value of $21.3M.

Examining the 13F form we can see an increase of $58.2M in the current position value, from $154M to 212M.

Below you can find more details about Bcr Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $212 Million
ETFs: $161 Million
Communication Services: $1.39 Million
Industrials: $778,000
Technology: $701,000
Healthcare: $644,000
Utilities: $578,000
Consumer Cyclical: $374,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.25T
$1.39 Million 0.65% of portfolio
2,423
Q2 2024 Added 4.98%
$3.62T
$358,000 0.17% of portfolio
1,537
Q1 2024 Added 2.19%
$354B
$343,000 0.16% of portfolio
2,830
Q3 2024 Added 2.54%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $212 Million
  • Prior Value $154 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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