Bcs Wealth Management Incresed Positions in Q2 2025

Bcs Wealth Management

  • $465 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
353
+ 6.44%
$123.95 - $138.08 $43.8K - $48.7K
5.84K $794K
QDPL
Pacer Fds Tr Metaurus Us Large
938
+ 9.54%
$32.46 - $39.77 $30.4K - $37.3K
10.8K $425K
DE
Deere & CO

Industrials
65
+ 9.62%
$412.99 - $531.48 $26.8K - $34.5K
741 $377K
SCHO
Schwab Short Term Us Treasury

ETFs
2.34K
+ 10.05%
$24.19 - $24.45 $56.5K - $57.1K
25.6K $623K
PFE
Pfizer Inc

Healthcare
4.33K
+ 9.67%
$21.59 - $24.84 $93.5K - $108K
49.1K $1.19M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
566
+ 3.44%
$33.11 - $37.79 $18.7K - $21.4K
17K $642K
VEA
Vanguard Ftse Developed Market

ETFs
63
+ 0.9%
$45.65 - $57.01 $2.88K - $3.59K
7.03K $401K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
335
+ 16.18%
$90.56 - $109.49 $30.3K - $36.7K
2.41K $263K
ARLP
Alliance Resource Partners LP

Energy
2.77K
+ 12.33%
$24.67 - $27.45 $68.3K - $76K
25.2K $659K
BMAR
Innovator U.S. Equity Buffer E

ETFs
154
+ 1.44%
$41.56 - $49.04 $6.4K - $7.55K
10.9K $533K
LMT
Lockheed Martin Corp

Industrials
45
+ 3.32%
$430.82 - $486.45 $19.4K - $21.9K
1.4K $649K
BX
Blackstone Inc.

Financial Services
196
+ 13.32%
$120.07 - $151.11 $23.5K - $29.6K
1.67K $249K
UNP
Union Pacific Corp

Industrials
220
+ 9.49%
$208.27 - $238.46 $45.8K - $52.5K
2.54K $584K
RF
Regions Financial Corp

Financial Services
12
+ 0.07%
$18.34 - $23.52 $220 - $282
18.4K $433K
XLC
Select Sector Spdr Tr Communic

ETFs
1
+ 0.04%
$86.13 - $108.53 $86.1 - $109
2.36K $256K
NEE
Nextera Energy Inc

Utilities
448
+ 8.89%
$64.11 - $75.0 $28.7K - $33.6K
5.49K $381K
AMGN
Amgen Inc

Healthcare
152
+ 19.24%
$262.28 - $309.85 $39.9K - $47.1K
942 $263K
KJUL
Innovator U.S. Small Cap Power

Technology
75
+ 1.02%
$25.96 - $29.2 $1.95K - $2.19K
7.44K $217K
WM
Waste Management Inc

Industrials
52
+ 5.4%
$216.47 - $242.1 $11.3K - $12.6K
1.02K $232K
SCHR
Schwab Intermediate Term Us Tr

ETFs
70
+ 0.85%
$24.54 - $25.07 $1.72K - $1.75K
8.33K $209K
BSM
Black Stone Minerals, L.P.

Energy
2.43K
+ 16.42%
$12.78 - $15.36 $31K - $37.3K
17.2K $225K
MCD
Mcdonalds Corp

Consumer Cyclical
113
+ 5.79%
$285.55 - $321.23 $32.3K - $36.3K
2.07K $604K
FDX
Fedex Corp

Industrials
32
+ 3.27%
$198.07 - $245.17 $6.34K - $7.85K
1.01K $230K
SHW
Sherwin Williams CO

Basic Materials
27
+ 0.72%
$313.51 - $363.51 $8.46K - $9.81K
3.77K $1.29M
XLE
Energy Sector Spdr

ETFs
101
+ 3.66%
$76.44 - $94.13 $7.72K - $9.51K
2.86K $243K
VHT
Vanguard Health Care ETF

ETFs
137
+ 3.81%
$236.71 - $261.92 $32.4K - $35.9K
3.74K $928K
BMY
Bristol Myers Squibb CO

Healthcare
1.23K
+ 21.11%
$44.12 - $59.6 $54.3K - $73.3K
7.06K $327K
CL
Colgate Palmolive CO

Consumer Defensive
66
+ 0.52%
$87.57 - $96.0 $5.78K - $6.34K
12.8K $1.17M
ABBV
Abb Vie Inc.

Healthcare
470
+ 7.97%
$170.16 - $206.27 $80K - $96.9K
6.37K $1.18M
LLY
Eli Lilly & CO

Healthcare
183
+ 3.73%
$713.71 - $898.95 $131K - $165K
5.09K $3.97M
MRK
Merck & Co., Inc.

Healthcare
346
+ 2.17%
$73.47 - $87.12 $25.4K - $30.1K
16.3K $1.29M
UNH
Unitedhealth Group Inc

Healthcare
248
+ 15.28%
$274.35 - $599.47 $68K - $149K
1.87K $584K
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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