Bcs Wealth Management Purchases and Sells in Q1 2025

Bcs Wealth Management

$389 Million
Q1 2025

Top Buys

Incresed Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	5.68K + 11.12%	$507.05 - $563.67 $2.88M - $3.2M	56.7K $29.2M
AGG	14K + 23.8%	$95.85 - $99.25 $1.35M - $1.39M	73K $7.22M
SCHF	44.9K + 9.74%	$18.36 - $20.51 $824K - $920K	505K $10M
INVESCO EXCH TRD SLF IDX FD	35.9K + 16.48%	N/A	254K $5.2M
VYMI	5.15K + 8.87%	$67.08 - $76.14 $345K - $392K	63.1K $4.65M
RGLD	63 + 0.31%	$132.55 - $163.51 $8.35K - $10.3K	20.7K $3.39M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	18K New	$56.17 - $59.71 $1.01M - $1.08M	18K $1.03M
JEPQ	17.6K New	$51.45 - $58.51 $907K - $1.03M	17.6K $913K
MSTR	1.02K New	$239.27 - $396.5 $243K - $402K	1.02K $293K
CVS	3.98K New	$44.22 - $68.64 $176K - $273K	3.98K $270K
PM	1.44K New	$117.15 - $158.79 $169K - $229K	1.44K $229K
WM	963 New	$200.54 - $233.78 $193K - $225K	963 $223K

Top Sells

Reduced Positions

114 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-16.8K - 49.32%	$209.68 - $247.1 $3.53M - $4.16M	17.3K $3.84M
SCHX	-74.4K - 9.97%	$21.75 - $24.28 $1.62M - $1.81M	672K $14.8M
QQQ	-1.57K - 18.51%	$468.34 - $539.52 $736K - $848K	6.92K $3.25M
SPYG	-1.37K - 1.28%	$80.05 - $92.39 $110K - $127K	106K $8.53M
SCHA	-15.4K - 7.12%	$23.16 - $27.04 $356K - $416K	201K $4.71M
NVDA	-1.34K - 6.28%	$106.98 - $149.43 $143K - $200K	20K $2.17M

Activity Summary All Purchases 79 New Holdings 8 Increased Positions 71 All Sells 114 Reductions 114 Sold out 0 Calls 0 Puts 0

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