Bcs Wealth Management New Holdings in Q2 2025

Bcs Wealth Management

  • $465 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KMB
Kimberly Clark Corp

Consumer Defensive
14K
New
$126.84 - $145.22 $1.78M - $2.04M
14K $1.81M
SO
Southern CO

Utilities
4.57K
New
$84.91 - $92.56 $388K - $423K
4.57K $420K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.16K
New
$152.93 - $181.74 $330K - $392K
2.16K $392K
SPYI
Shp ETF Tr Neos S&P 500 High I
7.59K
New
N/A
7.59K $382K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.11K
New
$72.02 - $73.82 $368K - $377K
5.11K $377K
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
ORCL
Oracle Corp

Technology
1.52K
New
$122.82 - $218.63 $186K - $332K
1.52K $332K
MCK
Mckesson Corp

Healthcare
437
New
$652.83 - $732.78 $285K - $320K
437 $320K
HON
Honeywell International Inc

Industrials
1.24K
New
$182.86 - $232.88 $227K - $289K
1.24K $289K
GLD
Spdr Gold Trust

ETFs
893
New
$273.71 - $316.29 $244K - $282K
893 $272K
Lam Research Corp
2.65K
New
N/A
2.65K $258K
Ishares Bitcoin Trust ETF
4.16K
New
N/A
4.16K $255K
DIS
Walt Disney CO

Communication Services
2.04K
New
$81.72 - $124.01 $167K - $253K
2.04K $253K
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
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
Ark 21 Shares Bitcoin ETF
5.99K
New
N/A
5.99K $214K
ITW
Illinois Tool Works Inc

Industrials
864
New
$218.41 - $252.43 $189K - $218K
864 $214K
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
CAH
Cardinal Health Inc

Healthcare
1.22K
New
$125.0 - $168.0 $152K - $204K
1.22K $204K
MO
Altria Group, Inc.

Consumer Defensive
3.48K
New
$55.56 - $60.91 $193K - $212K
3.48K $204K
SOXX
Ishares Semiconductor ETF

ETFs
855
New
$154.86 - $239.07 $132K - $204K
855 $204K
AXP
American Express CO

Financial Services
636
New
$231.39 - $318.98 $147K - $203K
636 $203K
FENY
Fidelity Covington Tr Msci Ene

ETFs
8.6K
New
$20.83 - $25.75 $179K - $222K
8.6K $202K
PGR
Progressive Corp

Financial Services
757
New
$255.27 - $288.74 $193K - $219K
757 $202K
VPU
Vanguard Utilities ETF

ETFs
1.15K
New
$158.36 - $178.82 $181K - $205K
1.15K $202K
AES
Aes Corp

Utilities
19.1K
New
$9.63 - $12.55 $183K - $239K
19.1K $200K
APH
Amphenol Corp

Technology
2.03K
New
$59.09 - $98.75 $120K - $200K
2.03K $200K
SOUN
Soundhound Ai, Inc.

Technology
10.3K
New
$7.18 - $11.76 $73.9K - $121K
10.3K $110K
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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