Bcs Wealth Management Incresed Positions in Q2 2025

Bcs Wealth Management

  • $465 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
86.3K
+ 814.66%
$157.66 - $172.39 $13.6M - $14.9M
96.9K $15.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.2K
+ 17.95%
$456.74 - $568.03 $4.65M - $5.78M
66.9K $38M
SCHX
Schwab Strategic Tr Us Large C

ETFs
127K
+ 18.96%
$19.6 - $24.44 $2.5M - $3.11M
799K $19.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
136K
+ 26.9%
$17.76 - $22.1 $2.41M - $3M
641K $14.2M
NVDA
Nvidia Corp

Technology
8.89K
+ 44.52%
$94.31 - $157.99 $839K - $1.4M
28.9K $4.56M
MSFT
Microsoft Corp

Technology
1.83K
+ 26.07%
$354.56 - $497.45 $650K - $912K
8.87K $4.41M
SPYG
Spdr Portfolio

ETFs
1.18K
+ 1.11%
$71.83 - $95.32 $84.8K - $113K
107K $10.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.3K
+ 20.92%
$96.84 - $99.46 $1.48M - $1.52M
88.3K $8.76M
AAPL
Apple Inc.

Technology
7.7K
+ 44.55%
$172.42 - $223.89 $1.33M - $1.72M
25K $5.13M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
14.3K
+ 12.65%
$77.94 - $79.5 $1.12M - $1.14M
127K $10.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
31K
+ 15.41%
$20.42 - $25.3 $632K - $783K
232K $5.87M
SCHC
Schwab Strategic Tr Intl Small

ETFs
16.9K
+ 32.79%
$32.41 - $42.59 $547K - $718K
68.3K $2.91M
FNDX
Schwab Fundamental U S Large C

ETFs
38.8K
+ 36.2%
$20.84 - $24.54 $808K - $952K
146K $3.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
726
+ 10.49%
$416.06 - $551.64 $302K - $400K
7.65K $4.22M
BOND
Pimco Active Bond Exchange Tra

ETFs
10.4K
+ 24.07%
$89.87 - $92.93 $937K - $969K
53.7K $4.95M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.61K
+ 10.47%
$65.84 - $80.81 $435K - $534K
69.7K $5.59M
BAC
Bank Of America Corp

Financial Services
17.8K
+ 237.12%
$34.39 - $47.46 $612K - $845K
25.3K $1.2M
XOM
Exxon Mobil Corp

Energy
9.66K
+ 64.05%
$99.93 - $119.04 $965K - $1.15M
24.7K $2.67M
VUG
Vanguard Growth ETF

ETFs
57
+ 0.46%
$329.49 - $438.4 $18.8K - $25K
12.4K $5.44M
DUK
Duke Energy Corp

Utilities
6.33K
+ 359.42%
$112.46 - $124.05 $712K - $786K
8.1K $955K
SPY
Spdr S&P 500 ETF Trust

ETFs
775
+ 21.31%
$496.48 - $617.85 $385K - $479K
4.41K $2.73M
SCHG
Schwab Strategic Tr Us Large C

ETFs
17.1K
+ 41.23%
$22.27 - $29.21 $382K - $501K
58.7K $1.72M
TSLA
Tesla, Inc.

Consumer Cyclical
1.9K
+ 159.51%
$221.86 - $362.89 $420K - $688K
3.08K $979K
META
Meta Platforms, Inc.

Communication Services
670
+ 78.64%
$484.66 - $738.09 $325K - $495K
1.52K $1.12M
PAPR
Innovator U.S. Equity Power Bu

ETFs
14.5K
+ 32.89%
$33.22 - $37.29 $481K - $540K
58.6K $2.18M
COST
Costco Wholesale Corp

Consumer Defensive
553
+ 79.8%
$908.13 - $1056.85 $502K - $584K
1.25K $1.23M
Invesco Exch Trd Slf Idx Fd
24.5K
+ 9.64%
N/A
278K $5.77M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
4.79K
+ 25.68%
$83.8 - $101.39 $402K - $486K
23.5K $2.37M
Invesco Exch Trd Slf Idx Fd
18.8K
+ 4.5%
N/A
437K $9.27M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
23.7K
+ 8.12%
$20.16 - $20.49 $477K - $485K
315K $6.46M
AVGO
Broadcom Inc.

Technology
1.26K
+ 77.95%
$146.29 - $275.65 $184K - $346K
2.87K $790K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.09K
+ 15.64%
$47.46 - $55.3 $431K - $503K
67.2K $3.7M
NFLX
Netflix Inc

Communication Services
159
+ 21.49%
$855.86 - $1339.13 $136K - $213K
899 $1.2M
FNDF
Schwab Fundamental Intl Large

ETFs
11.1K
+ 60.11%
$32.25 - $40.02 $357K - $443K
29.5K $1.18M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
651
+ 6.13%
$171.4 - $227.1 $112K - $148K
11.3K $2.56M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
24.6K
+ 10.23%
$18.28 - $18.7 $450K - $460K
265K $4.96M
VTI
Vanguard Total Stock Market Et

ETFs
478
+ 4.09%
$243.75 - $303.93 $117K - $145K
12.2K $3.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.89K
+ 2.84%
$45.11 - $52.34 $220K - $256K
177K $9.26M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
32.6K
+ 11.75%
$24.32 - $27.87 $792K - $908K
310K $8.21M
VXF
Vanguard Extended Market ETF

ETFs
1.11K
+ 9.22%
$150.43 - $192.71 $167K - $214K
13.1K $2.53M
GOOG
Alphabet Inc.

Communication Services
2.28K
+ 90.62%
$146.58 - $180.01 $334K - $410K
4.8K $851K
BSCU
Invesco Exc Self Ind Tr

ETFs
24K
+ 9.73%
$16.31 - $16.78 $392K - $403K
271K $4.54M
IEMG
Ishares Inc

ETFs
3.42K
+ 8.71%
N/A
42.6K $2.56M
BSCV
Invesco ETF Self Indexed Fd Tr
21.6K
+ 8.02%
$15.97 - $16.53 $345K - $357K
291K $4.81M
V
Visa Inc.

Financial Services
1.12K
+ 65.74%
$308.27 - $373.31 $344K - $416K
2.81K $998K
VTV
Vanguard Value ETF

ETFs
1.59K
+ 5.71%
$153.67 - $176.74 $244K - $281K
29.4K $5.2M
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.03K
+ 40.03%
$483.48 - $539.8 $498K - $556K
3.6K $1.75M
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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