Bcs Wealth Management Purchases in Q1 2025

Bcs Wealth Management

  • $389 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.68K
+ 11.12%
$507.05 - $563.67 $2.88M - $3.2M
56.7K $29.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14K
+ 23.8%
$95.85 - $99.25 $1.35M - $1.39M
73K $7.22M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
44.9K
+ 9.74%
$18.36 - $20.51 $824K - $920K
505K $10M
JEPI
J P Morgan Exchange Traded Fd

ETFs
18K
New
$56.17 - $59.71 $1.01M - $1.08M
18K $1.03M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17.6K
New
$51.45 - $58.51 $907K - $1.03M
17.6K $913K
Invesco Exch Trd Slf Idx Fd
35.9K
+ 16.48%
N/A
254K $5.2M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.15K
+ 8.87%
$67.08 - $76.14 $345K - $392K
63.1K $4.65M
RGLD
Royal Gold Inc

Basic Materials
63
+ 0.31%
$132.55 - $163.51 $8.35K - $10.3K
20.7K $3.39M
BOND
Pimco Active Bond Exchange Tra

ETFs
6.34K
+ 17.16%
$89.27 - $92.9 $566K - $589K
43.3K $4.01M
PFEB
Innovator U.S. Equity Power Bu

ETFs
20.7K
+ 15.57%
$35.54 - $37.44 $737K - $776K
154K $5.51M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
17.1K
+ 8.24%
N/A
225K $4.58M
SCHC
Schwab Strategic Tr Intl Small

ETFs
8.95K
+ 21.08%
$33.57 - $37.22 $301K - $333K
51.4K $1.85M
BSCV
Invesco ETF Self Indexed Fd Tr
16.5K
+ 6.52%
$15.87 - $16.38 $261K - $270K
269K $4.39M
Invesco Exch Trd Slf Idx Fd
9.52K
+ 2.33%
N/A
418K $8.74M
VZ
Verizon Communications Inc

Communication Services
5.35K
+ 49.31%
$37.81 - $46.49 $202K - $249K
16.2K $735K
MSTR
Microstrategy Inc

Technology
1.02K
New
$239.27 - $396.5 $243K - $402K
1.02K $293K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
190
+ 7.97%
$442.66 - $534.52 $84.1K - $102K
2.57K $1.37M
UNH
Unitedhealth Group Inc

Healthcare
485
+ 42.62%
$461.52 - $548.18 $224K - $266K
1.62K $850K
IEMG
Ishares Inc

ETFs
3.87K
+ 10.94%
N/A
39.2K $2.12M
CVS
Cvs Health Corp

Healthcare
3.98K
New
$44.22 - $68.64 $176K - $273K
3.98K $270K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.32K
+ 12.2%
$53.6 - $58.97 $339K - $373K
58.1K $3.18M
PM
Philip Morris International Inc.

Consumer Defensive
1.44K
New
$117.15 - $158.79 $169K - $229K
1.44K $229K
FNDF
Schwab Fundamental Intl Large

ETFs
5.24K
+ 39.77%
$32.9 - $37.45 $172K - $196K
18.4K $665K
WM
Waste Management Inc

Industrials
963
New
$200.54 - $233.78 $193K - $225K
963 $223K
DUK
Duke Energy Corp

Utilities
1.76K
New
$105.87 - $121.97 $187K - $215K
1.76K $215K
FNDX
Schwab Fundamental U S Large C

ETFs
9.18K
+ 9.37%
$23.03 - $25.01 $211K - $230K
107K $2.53M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
2.1K
+ 6.52%
$33.63 - $37.64 $70.7K - $79.1K
34.3K $1.27M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.79K
+ 2.03%
$20.05 - $20.4 $116K - $118K
291K $5.93M
Innovator Etfs Trust
4.87K
+ 28.78%
N/A
21.8K $905K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.46K
+ 6.9%
$58.01 - $64.46 $84.6K - $94K
22.6K $1.4M
FNDC
Schwab Fundamental Intl Small

ETFs
3.13K
+ 24.19%
$33.34 - $37.44 $104K - $117K
16.1K $581K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
5.02K
+ 2.13%
$18.18 - $18.58 $91.2K - $93.2K
241K $4.46M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.4K
+ 1.18%
$19.43 - $19.62 $85.4K - $86.2K
376K $7.36M
Orchid Is Cap Inc
13.3K
New
N/A
13.3K $100K
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.34K
+ 24.35%
$28.11 - $32.0 $65.9K - $75K
12K $369K
ARLP
Alliance Resource Partners LP

Energy
2.49K
+ 12.46%
$24.47 - $29.24 $60.9K - $72.7K
22.5K $613K
MSFT
Microsoft Corp

Technology
969
+ 15.97%
$375.39 - $447.2 $364K - $433K
7.04K $2.64M
BALT
Innovator Etfs Tr
2.29K
+ 5.3%
$31.31 - $31.89 $71.8K - $73.1K
45.5K $1.43M
QDPL
Pacer Fds Tr Metaurus Us Large
2.29K
+ 30.39%
$36.5 - $40.04 $83.6K - $91.7K
9.83K $359K
EFV
Msci Eafe Value ETF

ETFs
3
+ 0.04%
$51.88 - $60.73 $156 - $182
8.5K $501K
SCHV
Schwab Strategic Tr Us Large C

ETFs
626
+ 0.85%
$25.77 - $27.6 $16.1K - $17.3K
74.1K $1.97M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.19K
+ 10.64%
$22.77 - $22.94 $49.9K - $50.3K
22.8K $523K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.07K
+ 10.32%
N/A
22.2K $537K
Innovator Etfs Trust
1.27K
+ 26.95%
N/A
5.98K $277K
XLP
Consumer Staples Sector Spdr

ETFs
295
+ 4.94%
N/A
6.27K $512K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.02%
$137.61 - $149.68 $138 - $150
4.08K $596K
SCHO
Schwab Short Term Us Treasury

ETFs
1.11K
+ 5.0%
$24.1 - $24.33 $26.7K - $26.9K
23.2K $565K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
311
+ 4.9%
$76.94 - $78.24 $23.9K - $24.3K
6.66K $521K
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 0.05%
$53.9 - $63.11 $162 - $189
5.83K $355K
Activity Summary
Buys All Purchases 79 New Holdings 8 Increased Positions 71 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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