Bcs Private Wealth Management, Inc. Purchases in Q4 2025

Bcs Private Wealth Management, Inc.

  • $251 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NTR
Nutrien Ltd.

Basic Materials
55K
+ 501.51%
$53.64 - $61.11 $2.95M - $3.36M
65.9K $3.91M
LQD
Ishares Iboxx $ Investment Gra

ETFs
20.6K
+ 54.04%
$110.25 - $112.92 $2.27M - $2.33M
58.8K $6.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.43K
+ 26.82%
$600.51 - $631.95 $1.46M - $1.54M
11.5K $7.1M
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
16.9K
New
$68.06 - $82.59 $1.15M - $1.4M
16.9K $1.35M
CALM
Cal Maine Foods Inc

Consumer Defensive
14K
New
$86.87 - $94.56 $1.22M - $1.33M
14K $1.27M
INDA
Ishares Msci India Index Fund

ETFs
19.4K
New
$52.3 - $55.29 $1.01M - $1.07M
19.4K $1.06M
OVV
Ovintiv Inc.

Energy
24.9K
New
$35.97 - $40.53 $896K - $1.01M
24.9K $974K
SE
Sea LTD

Consumer Cyclical
6.41K
+ 440.55%
$140.04 - $192.69 $898K - $1.24M
7.87K $1.11M
PULS
Pgim ETF Tr

ETFs
13.8K
+ 135.31%
$49.64 - $49.83 $687K - $689K
24.1K $1.2M
FISV
Fiserv Inc

Technology
5.35K
New
N/A
5.35K $669K
GTLB
Gitlab Inc.

Technology
13.5K
New
$43.65 - $51.04 $590K - $690K
13.5K $599K
KMB
Kimberly Clark Corp

Consumer Defensive
9.16K
+ 52.04%
$100.05 - $123.23 $916K - $1.13M
26.8K $2.78M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
282
+ 0.77%
$101.39 - $114.39 $28.6K - $32.3K
36.8K $4.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.25K
New
$91.46 - $91.76 $480K - $482K
5.25K $480K
DTH
Wisdomtree Tr

ETFs
9.31K
New
$47.86 - $50.48 $446K - $470K
9.31K $465K
ADBE
Adobe Inc.

Technology
1.34K
New
$325.07 - $359.91 $435K - $482K
1.34K $434K
PAAS
Pan American Silver Corp

Basic Materials
10K
New
$33.2 - $42.03 $332K - $420K
10K $385K
IAU
Ishares Gold Trust

ETFs
4.64K
New
$72.65 - $82.5 $337K - $382K
4.64K $356K
AIZ
Assurant, Inc.

Financial Services
1.55K
New
$207.7 - $228.59 $321K - $354K
1.55K $353K
IQV
Iqvia Holdings Inc.

Healthcare
1.56K
New
$198.17 - $223.55 $310K - $349K
1.56K $344K
THRM
Gentherm Inc

Consumer Cyclical
9.13K
New
$33.48 - $37.86 $306K - $345K
9.13K $326K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
18.5K
New
$15.66 - $19.57 $289K - $362K
18.5K $296K
SSNC
Ss&C Technologies Holdings Inc

Technology
3.56K
New
$79.54 - $88.08 $283K - $313K
3.56K $296K
APO
Apollo Global Management, Inc.

Financial Services
2.27K
New
$118.22 - $133.75 $268K - $303K
2.27K $295K
AMZN
Amazon Com Inc

Consumer Cyclical
937
+ 21.03%
$213.04 - $254.0 $200K - $238K
5.39K $1.27M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
7K
+ 28.78%
$28.79 - $33.49 $202K - $234K
31.3K $1.04M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.53K
New
$105.91 - $113.18 $268K - $286K
2.53K $278K
PFE
Pfizer Inc

Healthcare
10.8K
New
$24.23 - $27.37 $262K - $296K
10.8K $270K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
2K
New
$123.29 - $134.49 $247K - $269K
2K $268K
MSI
Motorola Solutions, Inc.

Technology
751
+ 145.83%
$379.98 - $462.26 $285K - $347K
1.27K $481K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5K
New
$48.64 - $48.99 $243K - $245K
5K $243K
AMGN
Amgen Inc

Healthcare
100
+ 3.39%
$290.13 - $341.71 $29K - $34.2K
3.05K $1.04M
EPI
Wisdomtree Tr India Earnings F

ETFs
4.5K
New
$44.37 - $46.96 $200K - $211K
4.5K $209K
MRK
Merck & Co., Inc.

Healthcare
1.68K
+ 33.72%
$82.49 - $92.93 $138K - $156K
6.64K $616K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.54K
+ 8.62%
$74.09 - $75.1 $188K - $191K
32K $2.37M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
11.2K
New
$13.16 - $13.86 $148K - $155K
11.2K $153K
SQ
Block, Inc.

Technology
2.58K
+ 68.39%
N/A
6.34K $362K
PLUS
Eplus Inc

Technology
480
+ 13.04%
$69.62 - $91.55 $33.4K - $43.9K
4.16K $375K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.25K
+ 16.55%
$78.65 - $79.19 $98.1K - $98.7K
8.78K $691K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
3.2K
+ 2.98%
$12.5 - $12.88 $40K - $41.2K
110K $1.41M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.44K
+ 6.35%
$25.3 - $29.23 $36.3K - $42K
24K $652K
VZ
Verizon Communications Inc

Communication Services
6.04K
+ 10.21%
$38.4 - $43.83 $232K - $265K
65.2K $2.67M
DVYE
Ishares Emerging Markets Divid

ETFs
526
+ 2.26%
$28.63 - $31.75 $15.1K - $16.7K
23.8K $750K
HOLX
Hologic Inc

Healthcare
150
+ 2.52%
$65.51 - $74.6 $9.83K - $11.2K
6.11K $452K
DUK
Duke Energy Corp

Utilities
160
+ 1.77%
$121.57 - $129.03 $19.5K - $20.6K
9.21K $1.15M
CVS
Cvs Health Corp

Healthcare
100
+ 1.66%
$76.69 - $83.04 $7.67K - $8.3K
6.13K $480K
SCI
Service Corp International

Consumer Cyclical
485
+ 13.64%
$79.67 - $83.86 $38.6K - $40.7K
4.04K $321K
DGX
Quest Diagnostics Inc

Healthcare
90
+ 4.68%
N/A
2.02K $276K
LHX
L3 Harris Technologies, Inc.

Industrials
126
+ 7.77%
$283.87 - $306.76 $35.8K - $38.7K
1.75K $505K
Activity Summary
Buys All Purchases 67 New Holdings 27 Increased Positions 40 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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