Bcs Private Wealth Management, Inc. Purchases in Q2 2025

Bcs Private Wealth Management, Inc.

  • $266 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWP
Ishares Russell Mid Cap Growth

ETFs
2.92K
New
$104.34 - $138.68 $305K - $405K
2.92K $405K
MSA
Msa Safety Inc

Industrials
2.4K
New
$130.21 - $169.16 $313K - $407K
2.4K $403K
PULS
Pgim ETF Tr

ETFs
7.98K
New
$49.39 - $49.76 $394K - $397K
7.98K $397K
CVS
Cvs Health Corp

Healthcare
5.7K
New
$60.04 - $70.18 $342K - $400K
5.7K $393K
CFLT
Confluent, Inc.

Technology
15.6K
New
$19.44 - $24.93 $303K - $389K
15.6K $389K
LHX
L3 Harris Technologies, Inc.

Industrials
1.53K
New
$200.21 - $256.99 $306K - $392K
1.53K $383K
KKR
Kkr & Co. Inc.

Financial Services
2.88K
New
$92.79 - $134.29 $267K - $387K
2.88K $383K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.97K
New
$166.82 - $194.23 $329K - $383K
1.97K $383K
NVDA
Nvidia Corp

Technology
2.4K
New
$94.31 - $157.99 $227K - $380K
2.4K $380K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.28K
New
$83.97 - $92.85 $359K - $397K
4.28K $377K
Labcorp Holdings Inc
1.4K
New
N/A
1.4K $368K
GLW
Corning Inc

Technology
6.97K
New
$39.07 - $52.59 $272K - $367K
6.97K $367K
NYF
Ishares New York Muni Bond ETF

ETFs
7K
New
$51.29 - $53.06 $359K - $371K
7K $365K
V
Visa Inc.

Financial Services
1.02K
New
$308.27 - $373.31 $316K - $382K
1.02K $364K
DIS
Walt Disney CO

Communication Services
2.91K
New
$81.72 - $124.01 $237K - $360K
2.91K $362K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
10.8K
New
$32.56 - $35.71 $352K - $387K
10.8K $360K
FLS
Flowserve Corp

Industrials
6.83K
New
$39.49 - $53.64 $270K - $366K
6.83K $359K
RSG
Republic Services, Inc.

Industrials
1.43K
New
$227.2 - $258.07 $325K - $369K
1.43K $353K
EXP
Eagle Materials Inc

Basic Materials
1.74K
New
$193.68 - $241.95 $337K - $421K
1.74K $352K
GOOG
Alphabet Inc.

Communication Services
1.97K
New
$146.58 - $180.01 $288K - $354K
1.97K $349K
PRGO
Perrigo CO PLC

Healthcare
13.1K
New
$24.36 - $27.91 $318K - $364K
13.1K $349K
INTC
Intel Corp

Technology
15.5K
New
$18.13 - $22.69 $282K - $353K
15.5K $348K
PEP
Pepsico Inc

Consumer Defensive
2.53K
New
$128.02 - $151.37 $324K - $383K
2.53K $334K
ALL
Allstate Corp

Financial Services
1.64K
New
$180.53 - $212.64 $296K - $349K
1.64K $332K
WMB
Williams Companies, Inc.

Energy
5.18K
New
$54.33 - $62.87 $281K - $325K
5.18K $325K
DGX
Quest Diagnostics Inc

Healthcare
1.73K
New
N/A
1.73K $311K
VRRM
Verra Mobility Corp

Industrials
12.1K
New
$20.85 - $25.4 $252K - $307K
12.1K $307K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.81K
New
$77.94 - $79.5 $297K - $303K
3.81K $303K
Kenvue Inc
14.3K
New
N/A
14.3K $299K
SBUX
Starbucks Corp

Consumer Cyclical
3.25K
New
$79.69 - $99.41 $259K - $323K
3.25K $298K
STT
State Street Corp

Financial Services
2.72K
New
$75.33 - $106.34 $205K - $289K
2.72K $289K
Aptiv PLC
4.19K
New
N/A
4.19K $286K
AIG
American International Group, Inc.

Financial Services
3.33K
New
$77.56 - $87.72 $258K - $292K
3.33K $285K
Waystar Hldg Corp
6.88K
New
N/A
6.88K $281K
JHX
James Hardie Industries PLC

Basic Materials
10.4K
New
$20.27 - $27.59 $211K - $288K
10.4K $280K
AVGO
Broadcom Inc.

Technology
1.01K
New
$146.29 - $275.65 $148K - $280K
1.01K $280K
SO
Southern CO

Utilities
3.03K
New
$84.91 - $92.56 $257K - $280K
3.03K $278K
DLR
Digital Realty Trust, Inc.

Real Estate
1.59K
New
$136.11 - $177.69 $217K - $283K
1.59K $278K
FDX
Fedex Corp

Industrials
1.2K
New
$198.07 - $245.17 $238K - $294K
1.2K $275K
Canadian Pacific Kansas City
3.47K
New
N/A
3.47K $275K
SMPL
Simply Good Foods CO

Consumer Defensive
8.5K
New
$31.59 - $38.0 $268K - $323K
8.5K $268K
Boeing CO
3.74K
New
N/A
3.74K $254K
URI
United Rentals, Inc.

Industrials
334
New
$551.94 - $753.4 $184K - $252K
334 $252K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
2K
New
$101.91 - $134.83 $204K - $270K
2K $252K
Ge Healthcare Technologies I
3.36K
New
N/A
3.36K $249K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.49K
New
$67.22 - $100.51 $167K - $250K
2.49K $247K
VITL
Vital Farms, Inc.

Consumer Defensive
6.35K
New
$30.52 - $38.52 $194K - $245K
6.35K $245K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
24.6K
New
$9.72 - $10.39 $239K - $256K
24.6K $245K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5K
New
$47.89 - $48.65 $239K - $243K
5K $243K
Activity Summary
Buys All Purchases 166 New Holdings 166 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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