Bcr Wealth Strategies, LLC Portfolio Holdings by Sector
Bcr Wealth Strategies, LLC
- $214 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
AVUS AVIG DFCF AVDE DFEM VNQ SPY ICSH 15 stocks |
$162,272
97.37% of portfolio
|
  7  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$1,453
0.87% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$538
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$441
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
EHC 1 stocks |
$431
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$397
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$391
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$391
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$341
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|