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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.46B
$6.77 Million 2.77% of portfolio
357,671
Q3 2025 Reduced 4.51%
$2.19B
$845,000 0.35% of portfolio
5,087
Q2 2025 New
$6.87B
$643,000 0.26% of portfolio
4,525
Q3 2025 Added 2.84%
$3.29B
$524,000 0.21% of portfolio
26,495
Q3 2025 Added 69.84%
$8.73B
$451,000 0.18% of portfolio
13,134
Q3 2025 Added 48.83%
$7.44B
$419,000 0.17% of portfolio
1,799
Q3 2025 Added 3.45%
$3.44B
$408,000 0.17% of portfolio
2,785
Q3 2025 New
$6.13B
$420,000 0.17% of portfolio
2,444
Q3 2025 Added 1.66%
$3.44B
$387,000 0.16% of portfolio
1,250
Q2 2025 New
$8.78B
$370,000 0.15% of portfolio
6,975
Q3 2025 Added 2.2%
$2.9B
$308,000 0.13% of portfolio
3,440
Q3 2025 New
$3.55B
$319,000 0.13% of portfolio
12,925
Q3 2025 Added 7.04%
$4.88B
$304,000 0.12% of portfolio
1,127
Q3 2025 New
$2.43B
$261,000 0.11% of portfolio
3,680
Q3 2025 New
$5.68B
$257,000 0.1% of portfolio
1,590
Q3 2025 New
$7.05B
$231,000 0.09% of portfolio
1,896
Q3 2025 Reduced 79.04%

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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