Bcs Private Wealth Management, Inc. Portfolio Holdings

Bcs Private Wealth Management, Inc.

  • $245 Million
  • Q3 2025

Bcs Private Wealth Management, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $245 Million distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $13.6M, Jpmorgan Chase & CO with a value of $12.2M, Berkshire Hathaway Inc Class B with a value of $12M, Ishares Trust Ishares 1 5 Year with a value of $8.89M, and Apple Inc. with a value of $6.87M.

Examining the 13F form we can see an decrease of $21.2M in the current position value, from $266M to 245M.

Bcs Private Wealth Management, Inc. is based out at Rumson, NJ

Below you can find more details about Bcs Private Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $245 Million
ETFs: $73.3 Million
Financial Services: $38 Million
Technology: $34.5 Million
Healthcare: $19.9 Million
Industrials: $19.1 Million
Communication Services: $12.6 Million
Basic Materials: $12.3 Million
Consumer Defensive: $9.84 Million
Other: $25.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$13.6 Million 5.56% of portfolio
26,279
Q3 2025 Added 0.69%
$881B
$12.2 Million 4.97% of portfolio
38,593
Q3 2025 Reduced 0.8%
$662B
$12 Million 4.9% of portfolio
23,857
Q3 2025 Reduced 1.11%
$0
$8.89 Million 3.63% of portfolio
167,581
Q3 2025 Reduced 2.96%
$4.3T
$6.87 Million 2.8% of portfolio
26,964
Q3 2025 Added 12.77%
$2.46B
$6.77 Million 2.77% of portfolio
357,671
Q3 2025 Reduced 4.51%
$0
$5.99 Million 2.45% of portfolio
68,616
Q3 2025 Added 1.88%
$0
$5.62 Million 2.3% of portfolio
26,865
Q3 2025 Added 4.45%
$0
$5.55 Million 2.27% of portfolio
9,061
Q3 2025 Reduced 23.48%
$69.1B
$5.56 Million 2.27% of portfolio
65,908
Q3 2025 Added 9.34%
$1.65T
$5.4 Million 2.21% of portfolio
22,206
Q3 2025 Added 4.22%
$222B
$5.26 Million 2.15% of portfolio
10,841
Q3 2025 Added 2.02%
$85.9B
$4.95 Million 2.02% of portfolio
22,438
Q3 2025 Added 6.65%
$61.6B
$4.79 Million 1.96% of portfolio
169,173
Q3 2025 Added 5.2%
$73.7B
$4.75 Million 1.94% of portfolio
17,333
Q3 2025 Added 1.05%
$346B
$4.36 Million 1.78% of portfolio
28,348
Q3 2025 Reduced 3.0%
$0
$4.17 Million 1.7% of portfolio
6,223
Q3 2025 Reduced 3.26%
$266B
$3.98 Million 1.63% of portfolio
14,122
Q3 2025 Reduced 0.32%
$18B
$3.86 Million 1.58% of portfolio
27,837
Q3 2025 Added 1.74%
$27.1B
$3.75 Million 1.53% of portfolio
100,885
Q3 2025 Added 10.23%
$0
$3.66 Million 1.5% of portfolio
36,546
Q3 2025 Added 1.16%
$0
$3.57 Million 1.46% of portfolio
184,950
Q3 2025 Added 1.03%
$26.6B
$3.39 Million 1.39% of portfolio
25,210
Q3 2025 Added 1.49%
$136B
$3.35 Million 1.37% of portfolio
14,156
Q3 2025 Added 9.8%
$255B
$3.1 Million 1.26% of portfolio
9,321
Q3 2025 Reduced 5.09%
$36.7B
$2.68 Million 1.09% of portfolio
31,932
Q3 2025 Added 11.04%
$0
$2.63 Million 1.07% of portfolio
34,394
Q3 2025 Reduced 26.04%
$172B
$2.6 Million 1.06% of portfolio
59,175
Q3 2025 Added 2.46%
$187B
$2.61 Million 1.06% of portfolio
15,665
Q3 2025 Added 4.68%
$32.4B
$2.53 Million 1.03% of portfolio
305,742
Q3 2025 Added 2.91%
$0
$2.48 Million 1.01% of portfolio
13,088
Q3 2025 Added 2.23%
$0
$2.19 Million 0.9% of portfolio
29,475
Q3 2025 Added 0.48%
$0
$2.18 Million 0.89% of portfolio
8,589
Q3 2025 Added 21.95%
$35.1B
$2.19 Million 0.89% of portfolio
17,602
Q3 2025 Added 2.85%
$74.9B
$2.02 Million 0.83% of portfolio
7,750
Q2 2025 New
$0
$1.99 Million 0.81% of portfolio
5,241
Q2 2025 New
$270B
$1.9 Million 0.78% of portfolio
11,947
Q2 2025 New
$0
$1.87 Million 0.76% of portfolio
2,803
Q3 2025 Added 50.38%
$160B
$1.81 Million 0.74% of portfolio
9,144
Q2 2025 New
$0
$1.65 Million 0.67% of portfolio
5,617
Q3 2025 Added 0.34%
$0
$1.6 Million 0.65% of portfolio
16,350
Q3 2025 Added 0.18%
$24.1B
$1.48 Million 0.6% of portfolio
34,975
Q3 2025 Added 8.96%
$0
$1.41 Million 0.57% of portfolio
21,550
Q3 2025 Added 26.47%
$1.37T
$1.33 Million 0.54% of portfolio
1,809
Q3 2025 Added 108.89%
$0
$1.33 Million 0.54% of portfolio
107,250
Q3 2025 Added 25.37%
$0
$1.29 Million 0.53% of portfolio
3,930
Q3 2025 New
$971B
$1.28 Million 0.52% of portfolio
1,678
Q3 2025 Added 2.44%
$0
$1.15 Million 0.47% of portfolio
22,623
Q3 2025 Added 17.38%
$96.4B
$1.12 Million 0.46% of portfolio
9,045
Q3 2025 Added 0.84%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $245 Million
  • Prior Value $266 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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