Bcs Wealth Management Incresed Positions in Q2 2025

Bcs Wealth Management

  • $465 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
1.1K
+ 97.69%
$221.03 - $294.78 $243K - $324K
2.22K $655K
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
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
16.2K
+ 2.82%
$19.44 - $19.56 $315K - $317K
592K $11.6M
GE
General Electric CO

Industrials
818
+ 37.25%
$166.81 - $257.39 $136K - $211K
3.01K $776K
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
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
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
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
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
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.94K
+ 58.0%
$26.66 - $33.09 $185K - $230K
18.9K $624K
CAT
Caterpillar Inc

Industrials
339
+ 16.17%
$273.94 - $388.21 $92.9K - $132K
2.44K $945K
JNJ
Johnson & Johnson

Healthcare
1.98K
+ 52.03%
$146.36 - $159.82 $290K - $317K
5.79K $885K
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
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.85K
+ 10.32%
$24.38 - $30.18 $94K - $116K
41.2K $1.24M
PJUN
Innovator U.S. Equity Power Bu

ETFs
3.22K
+ 11.54%
$34.48 - $39.76 $111K - $128K
31.1K $1.24M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.39K
+ 47.32%
$59.24 - $71.39 $142K - $171K
7.44K $530K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
110
+ 1.22%
$60.61 - $87.72 $6.67K - $9.65K
9.15K $776K
VZ
Verizon Communications Inc

Communication Services
4.84K
+ 29.91%
$41.67 - $45.62 $202K - $221K
21K $910K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
251
+ 1.11%
$55.54 - $69.09 $13.9K - $17.3K
22.8K $1.58M
PMAR
Innovator U.S. Equity Power Bu

ETFs
901
+ 1.52%
$37.18 - $42.23 $33.5K - $38K
60K $2.54M
ETN
Eaton Corp PLC

Industrials
243
+ 23.94%
$246.52 - $356.99 $59.9K - $86.7K
1.26K $449K
FNDA
Schwab Fundamental U S Small C

ETFs
5.02K
+ 21.89%
$23.85 - $28.69 $120K - $144K
28K $801K
IAPR
Innovator Etfs Tr Internationa

ETFs
3.71K
+ 13.94%
$25.9 - $29.24 $96K - $108K
30.3K $885K
BSX
Boston Scientific Corp

Healthcare
1.16K
+ 34.84%
$89.7 - $107.41 $104K - $125K
4.49K $483K
MSTR
Microstrategy Inc

Technology
57
+ 5.62%
$237.95 - $421.61 $13.6K - $24K
1.07K $433K
Innovator Etfs Trust
557
+ 1.86%
N/A
30.5K $1.38M
AMAT
Applied Materials Inc

Technology
296
+ 17.93%
$126.95 - $183.52 $37.6K - $54.3K
1.95K $356K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
75
+ 0.28%
$39.89 - $49.46 $2.99K - $3.71K
27K $1.33M
VIG
Vanguard Dividend Appreciation

ETFs
400
+ 14.53%
N/A
3.15K $645K
VBR
Vanguard Small Cap Value ETF

ETFs
396
+ 11.12%
$162.76 - $195.77 $64.5K - $77.5K
3.96K $772K
BOTZ
Global X Fds

ETFs
2.12K
+ 27.45%
$24.51 - $32.65 $52.1K - $69.3K
9.86K $322K
BJUN
Innovator U.S. Equity Buffer E

ETFs
531
+ 2.26%
N/A
24K $1.05M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.24K
+ 14.79%
$18.94 - $21.67 $99.2K - $113K
40.6K $860K
KAPR
Innovator U.S. Small Cap Power

ETFs
2.41K
+ 20.41%
$28.5 - $32.39 $68.7K - $78.1K
14.2K $461K
TFC
Truist Financial Corp

Financial Services
968
+ 3.35%
$34.79 - $42.99 $33.7K - $41.6K
29.9K $1.28M
MA
Mastercard Inc

Financial Services
147
+ 17.97%
$479.92 - $590.74 $70.5K - $86.8K
965 $542K
KO
Coca Cola CO

Consumer Defensive
1.43K
+ 14.9%
$68.37 - $73.9 $97.6K - $105K
11K $778K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
833
+ 8.64%
$51.16 - $62.02 $42.6K - $51.7K
10.5K $650K
EFV
Msci Eafe Value ETF

ETFs
646
+ 7.6%
$52.4 - $64.65 $33.9K - $41.8K
9.14K $580K
Orchid Is Cap Inc
12.1K
+ 90.92%
N/A
25.4K $178K
VGT
Vanguard Information Technolog

ETFs
11
+ 2.13%
$470.37 - $663.28 $5.17K - $7.3K
527 $349K
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
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