Bcs Wealth Management New Holdings in Q4 2024

Bcs Wealth Management

  • $402 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDA
Schwab Fundamental U S Small C

ETFs
20.8K
New
$29.26 - $59.11 $609K - $1.23M
20.8K $619K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.59K
New
$61.68 - $67.87 $591K - $651K
9.59K $597K
VIG
Vanguard Dividend Appreciation

ETFs
2.89K
New
N/A
2.89K $565K
JNJ
Johnson & Johnson

Healthcare
3.87K
New
$143.34 - $165.86 $555K - $642K
3.87K $560K
SCHO
Schwab Short Term Us Treasury

ETFs
22.1K
New
$24.06 - $48.88 $532K - $1.08M
22.1K $532K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.72K
New
$170.03 - $192.78 $463K - $525K
2.72K $504K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.35K
New
$77.02 - $78.58 $489K - $499K
6.35K $490K
LOW
Lowes Companies Inc

Consumer Cyclical
1.93K
New
$244.52 - $284.07 $472K - $548K
1.93K $476K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.83K
New
$160.89 - $176.18 $455K - $499K
2.83K $458K
IVW
Ishares S&P 500 Growth ETF

ETFs
4.4K
New
$94.43 - $105.47 $415K - $464K
4.4K $446K
FNDC
Schwab Fundamental Intl Small

ETFs
12.9K
New
$33.92 - $38.03 $438K - $491K
12.9K $441K
FNDF
Schwab Fundamental Intl Large

ETFs
13.2K
New
$32.92 - $37.15 $433K - $489K
13.2K $437K
FREL
Fidelity Covington Tr Msci Rea

ETFs
16K
New
$26.61 - $29.85 $426K - $478K
16K $433K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.35K
New
$49.79 - $51.14 $416K - $427K
8.35K $418K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.26K
New
$126.68 - $134.74 $413K - $439K
3.26K $416K
BSX
Boston Scientific Corp

Healthcare
4.35K
New
$83.62 - $91.5 $363K - $398K
4.35K $388K
GE
General Electric CO

Industrials
2.2K
New
$159.95 - $194.23 $351K - $427K
2.2K $366K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.23K
New
$48.33 - $49.08 $349K - $355K
7.23K $350K
VEA
Vanguard Ftse Developed Market

ETFs
6.93K
New
$47.57 - $52.44 $330K - $364K
6.93K $331K
BMY
Bristol Myers Squibb CO

Healthcare
5.82K
New
$51.92 - $59.94 $302K - $349K
5.82K $329K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.84K
New
$176.42 - $186.91 $324K - $344K
1.84K $327K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.28K
New
$49.03 - $53.35 $308K - $335K
6.28K $322K
MBB
Ishares Tr

ETFs
3.42K
New
$91.26 - $95.82 $312K - $328K
3.42K $314K
FSK
Fs Kkr Capital Corp

Financial Services
13.4K
New
$19.71 - $22.22 $265K - $299K
13.4K $292K
QDPL
Pacer Fds Tr Metaurus Us Large
7.54K
New
$37.54 - $40.11 $283K - $302K
7.54K $289K
DE
Deere & CO

Industrials
676
New
$389.45 - $466.0 $263K - $315K
676 $287K
MGK
Vanguard Mega Cap Growth ETF

ETFs
835
New
$316.94 - $357.88 $265K - $299K
835 $287K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.67K
New
$106.56 - $113.11 $284K - $301K
2.67K $285K
FNDE
Schwab Fundamental Emerging Mk

ETFs
9.63K
New
$28.89 - $33.95 $278K - $327K
9.63K $280K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
5.16K
New
$52.0 - $55.66 $269K - $287K
5.16K $276K
HON
Honeywell International Inc

Industrials
1.19K
New
$202.84 - $236.0 $242K - $282K
1.19K $269K
Innovator Etfs Trust
10.8K
New
N/A
10.8K $258K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.17K
New
$113.92 - $127.38 $247K - $277K
2.17K $250K
IBM
International Business Machines Corp

Technology
1.12K
New
$204.9 - $238.04 $230K - $268K
1.12K $247K
SUB
Ishares Short Term National Mu

ETFs
2.29K
New
$104.94 - $106.2 $241K - $243K
2.29K $242K
VEU
Vanguard Ftse All World Ex Us

ETFs
4.19K
New
$57.29 - $63.1 $240K - $264K
4.19K $240K
TQQQ
Proshares Ultrapro Qqq

ETFs
2.98K
New
$69.42 - $93.29 $207K - $278K
2.98K $236K
NOCT
Innovator Growth 100 Power Buf

ETFs
4.46K
New
$49.49 - $52.11 $221K - $232K
4.46K $229K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
986
New
$173.13 - $258.09 $171K - $254K
986 $227K
Grayscale Ethereum Trust ETF
8.06K
New
N/A
8.06K $226K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.16K
New
$24.19 - $50.58 $222K - $463K
9.16K $223K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
6.1K
New
$36.36 - $43.93 $222K - $268K
6.1K $222K
FDL
First Tr Morningstar Dividend

ETFs
5.5K
New
$39.59 - $43.95 $218K - $242K
5.5K $221K
TMO
Thermo Fisher Scientific Inc.

Healthcare
419
New
$501.29 - $612.85 $210K - $257K
419 $218K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.17K
New
$183.23 - $199.79 $215K - $234K
1.17K $217K
ITW
Illinois Tool Works Inc

Industrials
852
New
$253.56 - $278.5 $216K - $237K
852 $216K
DAL
Delta Air Lines, Inc.

Industrials
3.51K
New
$47.46 - $65.77 $167K - $231K
3.51K $212K
EFG
Msci Eafe Growth ETF

ETFs
2.13K
New
$96.83 - $106.88 $206K - $228K
2.13K $206K
PGR
Progressive Corp

Financial Services
846
New
$239.6 - $268.88 $203K - $227K
846 $203K
Activity Summary
Buys All Purchases 158 New Holdings 103 Increased Positions 55 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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