Bcs Wealth Management Purchases in Q3 2025

Bcs Wealth Management

  • $409 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.81K
+ 4.2%
$567.77 - $614.76 $1.59M - $1.73M
69.7K $42.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21.3K
+ 24.14%
$97.75 - $100.75 $2.08M - $2.15M
110K $11M
SPYG
Spdr Portfolio

ETFs
1.38K
+ 1.29%
$94.33 - $105.31 $130K - $146K
109K $11.4M
FNDX
Schwab Fundamental U S Large C

ETFs
32.4K
+ 22.19%
$24.38 - $26.34 $789K - $853K
178K $4.69M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
8.55K
+ 12.26%
$79.76 - $85.78 $682K - $733K
78.3K $6.63M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.8K
+ 1.84%
$21.69 - $23.34 $255K - $275K
653K $15.2M
RGLD
Royal Gold Inc

Basic Materials
1.05K
+ 5.07%
$151.42 - $200.58 $159K - $211K
21.8K $4.37M
QDPL
Pacer Fds Tr Metaurus Us Large
12.4K
+ 114.84%
$39.4 - $42.1 $487K - $521K
23.1K $969K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.7K
+ 9.03%
$23.82 - $25.84 $278K - $302K
141K $3.63M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.97K
+ 9.25%
$90.83 - $93.81 $452K - $467K
58.7K $5.48M
FNDF
Schwab Fundamental Intl Large

ETFs
9.85K
+ 33.43%
$39.84 - $43.15 $392K - $425K
39.3K $1.69M
VXF
Vanguard Extended Market ETF

ETFs
1.16K
+ 8.84%
$193.58 - $213.07 $225K - $247K
14.3K $2.99M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.75K
+ 7.46%
$100.63 - $112.27 $176K - $196K
25.2K $2.78M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.08K
+ 68.24%
$70.77 - $73.59 $359K - $374K
12.5K $917K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
614
+ 5.45%
$225.11 - $247.9 $138K - $152K
11.9K $2.94M
FNDA
Schwab Fundamental U S Small C

ETFs
9.1K
+ 32.54%
$28.75 - $31.93 $262K - $290K
37.1K $1.15M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.05K
+ 0.82%
$39.8 - $42.86 $41.8K - $45K
129K $5.53M
FNDE
Schwab Fundamental Emerging Mk

ETFs
5.37K
+ 28.41%
$33.13 - $36.31 $178K - $195K
24.3K $878K
FNDC
Schwab Fundamental Intl Small

ETFs
4.41K
+ 21.92%
$41.81 - $45.21 $185K - $200K
24.5K $1.09M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.95K
+ 7.39%
$43.65 - $46.42 $129K - $137K
42.9K $1.99M
GAM
General American Investors CO Inc

Financial Services
3.87K
New
$56.22 - $62.21 $217K - $241K
3.87K $240K
KJUL
Innovator U.S. Small Cap Power

Technology
6.8K
+ 91.37%
$29.2 - $31.07 $199K - $211K
14.2K $440K
INTC
Intel Corp

Technology
6.25K
New
$19.31 - $35.5 $121K - $222K
6.25K $209K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.4K
+ 15.79%
$22.9 - $23.58 $192K - $198K
61.6K $1.45M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.16K
New
$103.83 - $179.9 $120K - $208K
1.16K $206K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.02K
New
$96.83 - $101.71 $196K - $206K
2.02K $205K
BALL
Ball Corp

Consumer Cyclical
4.02K
New
$48.47 - $59.71 $195K - $240K
4.02K $202K
XLY
Select Sector Spdr Consumer Di

ETFs
841
New
$216.09 - $242.18 $182K - $204K
841 $201K
SCHC
Schwab Strategic Tr Intl Small

ETFs
11
+ 0.02%
$42.28 - $45.71 $465 - $503
68.3K $3.11M
IJUL
Innovator Etfs Tr

ETFs
5.42K
+ 25.52%
$31.5 - $32.72 $171K - $177K
26.7K $872K
PJUL
Innovator U.S. Equity Power Bu

ETFs
2.19K
+ 4.58%
$43.83 - $45.64 $96K - $100K
50K $2.28M
NJUL
Innovator Growth 100 Power Buf

Technology
2.1K
+ 40.8%
$67.81 - $71.18 $142K - $149K
7.23K $514K
FLRN
Spdr Bloomberg Investment Grad

ETFs
4.9K
+ 4.96%
$30.71 - $30.86 $150K - $151K
104K $3.2M
SPMD
Spdr Portfolio

ETFs
1.95K
+ 12.92%
$54.43 - $58.29 $106K - $114K
17K $974K
M
Macy'S, Inc.

Consumer Cyclical
267
+ 1.49%
$11.9 - $18.17 $3.18K - $4.85K
18.2K $325K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
551
+ 4.03%
$53.81 - $57.52 $29.6K - $31.7K
14.2K $818K
VCIT
Vanguard Intermediate Term Cor

ETFs
774
+ 22.97%
$81.75 - $84.54 $63.3K - $65.4K
4.14K $348K
BSEP
Innovator U.S. Equity Buffer E

ETFs
679
+ 6.68%
$45.13 - $48.29 $30.6K - $32.8K
10.8K $523K
RF
Regions Financial Corp

Financial Services
11
+ 0.06%
$24.03 - $27.41 $264 - $302
18.4K $486K
MGK
Vanguard Mega Cap Growth ETF

ETFs
13
+ 1.56%
$362.31 - $405.74 $4.71K - $5.27K
848 $341K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.04%
$108.46 - $120.63 $108 - $121
2.41K $286K
SCHR
Schwab Intermediate Term Us Tr

ETFs
667
+ 8.01%
$24.69 - $25.26 $16.5K - $16.8K
9K $226K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
573
+ 5.75%
$23.27 - $23.51 $13.3K - $13.5K
10.5K $246K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
70
+ 0.33%
$28.95 - $29.73 $2.03K - $2.08K
21.3K $633K
BSM
Black Stone Minerals, L.P.

Energy
387
+ 2.25%
$11.92 - $13.41 $4.61K - $5.19K
17.6K $231K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2
+ 0.03%
$78.11 - $79.07 $156 - $158
6.49K $512K
Ubs Ag
6.38K
New
N/A
6.38K $0
ARLP
Alliance Resource Partners LP

Energy
519
+ 2.06%
$22.54 - $28.0 $11.7K - $14.5K
25.7K $651K
Orchid Is Cap Inc
8.69K
+ 34.17%
N/A
34.1K $0
Activity Summary
Buys All Purchases 55 New Holdings 7 Increased Positions 48 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bcs Wealth Management Portfolio

Follow Bcs Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bcs Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bcs Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email