Bcs Wealth Management Purchases in Q2 2025

Bcs Wealth Management

  • $465 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.07K
+ 96.61%
$48.13 - $49.85 $388K - $402K
16.4K $805K
SCHV
Schwab Strategic Tr Us Large C

ETFs
11K
+ 14.83%
$23.55 - $27.67 $259K - $304K
85.1K $2.35M
SPYI
Shp ETF Tr Neos S&P 500 High I
7.59K
New
N/A
7.59K $382K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.03K
+ 40.03%
$483.48 - $539.8 $498K - $556K
3.6K $1.75M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.11K
New
$72.02 - $73.82 $368K - $377K
5.11K $377K
IBM
International Business Machines Corp

Technology
1.1K
+ 97.69%
$221.03 - $294.78 $243K - $324K
2.22K $655K
Ge Vernova Inc
709
New
N/A
709 $375K
CSCO
Cisco Systems, Inc.

Technology
5.28K
New
$53.19 - $69.38 $281K - $366K
5.28K $366K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.65K
+ 13.2%
$22.92 - $28.05 $198K - $243K
74.1K $2.08M
GOOGL
Alphabet Inc.

Communication Services
1.44K
+ 34.68%
$144.7 - $178.6 $208K - $257K
5.59K $984K
GE
General Electric CO

Industrials
818
+ 37.25%
$166.81 - $257.39 $136K - $211K
3.01K $776K
ORCL
Oracle Corp

Technology
1.52K
New
$122.82 - $218.63 $186K - $332K
1.52K $332K
JPM
Jpmorgan Chase & CO

Financial Services
783
+ 34.45%
$210.28 - $289.91 $165K - $227K
3.06K $886K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.6K
+ 34.47%
$22.68 - $23.28 $309K - $318K
53.2K $1.24M
MCK
Mckesson Corp

Healthcare
437
New
$652.83 - $732.78 $285K - $320K
437 $320K
BSCW
Invesco Exg Tr Slf Indx Fd Tr
13K
+ 5.78%
N/A
238K $4.9M
T
At&T Inc.

Communication Services
9.9K
+ 20.64%
$26.33 - $28.94 $261K - $287K
57.9K $1.67M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
15K
+ 3.98%
$19.49 - $19.66 $291K - $294K
391K $7.68M
RGLD
Royal Gold Inc

Basic Materials
52
+ 0.25%
$155.48 - $186.71 $8.08K - $9.71K
20.8K $3.69M
PH
Parker Hannifin Corp

Industrials
154
+ 7.34%
$517.23 - $700.54 $79.7K - $108K
2.25K $1.57M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
976
+ 35.83%
$139.8 - $197.22 $136K - $192K
3.7K $730K
HON
Honeywell International Inc

Industrials
1.24K
New
$182.86 - $232.88 $227K - $289K
1.24K $289K
HD
Home Depot, Inc.

Consumer Cyclical
753
+ 46.51%
$335.24 - $380.78 $252K - $287K
2.37K $870K
PDEC
Innovator U.S. Equity Power Bu
3.76K
+ 7.32%
N/A
55.2K $2.21M
WFC
Wells Fargo & Company

Financial Services
3.42K
New
$60.98 - $80.12 $209K - $274K
3.42K $274K
GLD
Spdr Gold Trust

ETFs
893
New
$273.71 - $316.29 $244K - $282K
893 $272K
PM
Philip Morris International Inc.

Consumer Defensive
1.31K
+ 91.11%
$149.23 - $184.95 $196K - $243K
2.75K $501K
FNDC
Schwab Fundamental Intl Small

ETFs
4.09K
+ 25.46%
$32.97 - $42.05 $135K - $172K
20.1K $847K
Lam Research Corp
2.65K
New
N/A
2.65K $258K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.94K
+ 58.0%
$26.66 - $33.09 $185K - $230K
18.9K $624K
Ishares Bitcoin Trust ETF
4.16K
New
N/A
4.16K $255K
CAT
Caterpillar Inc

Industrials
339
+ 16.17%
$273.94 - $388.21 $92.9K - $132K
2.44K $945K
DIS
Walt Disney CO

Communication Services
2.04K
New
$81.72 - $124.01 $167K - $253K
2.04K $253K
JNJ
Johnson & Johnson

Healthcare
1.98K
+ 52.03%
$146.36 - $159.82 $290K - $317K
5.79K $885K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
9.97K
New
$22.66 - $23.41 $226K - $233K
9.97K $233K
CRWD
Crowd Strike Holdings, Inc.

Technology
458
New
$321.63 - $509.31 $147K - $233K
458 $233K
CVX
Chevron Corp

Energy
2.46K
+ 48.75%
$133.73 - $168.51 $330K - $415K
7.52K $1.08M
WMT
Walmart Inc.

Consumer Defensive
1.58K
+ 20.99%
$81.79 - $99.98 $129K - $158K
9.08K $888K
CRM
Salesforce, Inc.

Technology
841
New
$236.26 - $291.15 $199K - $245K
841 $229K
ADBE
Adobe Inc.

Technology
587
New
$340.0 - $420.68 $200K - $247K
587 $227K
PEP
Pepsico Inc

Consumer Defensive
1.69K
New
$128.02 - $151.37 $216K - $256K
1.69K $223K
TXN
Texas Instruments Inc

Technology
1.05K
New
N/A
1.05K $217K
ITW
Illinois Tool Works Inc

Industrials
864
New
$218.41 - $252.43 $189K - $218K
864 $214K
Ark 21 Shares Bitcoin ETF
5.99K
New
N/A
5.99K $214K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.85K
+ 10.32%
$24.38 - $30.18 $94K - $116K
41.2K $1.24M
AMD
Advanced Micro Devices Inc

Technology
1.5K
New
$78.21 - $143.81 $117K - $215K
1.5K $212K
M
Macy'S, Inc.

Consumer Cyclical
17.9K
New
$10.02 - $13.19 $179K - $236K
17.9K $209K
ENB
Enbridge Inc

Energy
4.59K
New
$41.09 - $47.16 $189K - $217K
4.59K $208K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.51K
New
$121.58 - $136.74 $183K - $206K
1.51K $205K
Activity Summary
Buys All Purchases 170 New Holdings 37 Increased Positions 133 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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