Bcs Wealth Management Reduced Holdings in Q3 2025

Bcs Wealth Management

  • $409 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-86.5K
- 89.34%
$150.47 - $161.22 $13M - $14M
10.3K $1.59M
Invesco Exch Trd Slf Idx Fd
-4.66K
- 1.07%
N/A
433K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
-2.57K
- 1.08%
N/A
235K $0
PDEC
Innovator U.S. Equity Power Bu
-5.98K
- 10.83%
N/A
49.2K $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
-125K
- 15.71%
$24.46 - $26.5 $3.07M - $3.33M
674K $17.7M
XOM
Exxon Mobil Corp

Energy
-16.1K
- 65.0%
$105.83 - $117.22 $1.7M - $1.88M
8.66K $975K
PNOV
Innovator U.S. Equity Power Bu
-3.56K
- 8.88%
N/A
36.5K $0
MSFT
Microsoft Corp

Technology
-3.24K
- 36.55%
$491.09 - $535.64 $1.59M - $1.74M
5.63K $2.91M
Innovator Etfs Trust
-3.01K
- 9.85%
N/A
27.5K $0
PSEP
Innovator U.S. Equity Power Bu
-2.91K
- 10.34%
N/A
25.2K $0
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-44.5K
- 7.92%
$20.66 - $20.74 $919K - $922K
517K $10.7M
BAC
Bank Of America Corp

Financial Services
-17.8K
- 70.34%
$44.92 - $52.42 $800K - $933K
7.51K $387K
AMZN
Amazon Com Inc

Consumer Cyclical
-3.61K
- 24.51%
$211.65 - $238.24 $764K - $861K
11.1K $2.44M
Innovator Etfs Trust
-3K
- 16.97%
N/A
14.7K $0
COST
Costco Wholesale Corp

Consumer Defensive
-663
- 53.21%
$915.95 - $994.57 $607K - $659K
583 $539K
LLY
Eli Lilly & CO

Healthcare
-796
- 15.64%
$625.65 - $812.69 $498K - $647K
4.3K $3.28M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-29.4K
- 4.96%
$19.49 - $19.61 $572K - $576K
563K $11M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-6.09K
- 16.66%
$101.12 - $106.18 $616K - $647K
30.5K $3.14M
ABBV
Abb Vie Inc.

Healthcare
-3.56K
- 55.85%
$184.85 - $231.54 $658K - $824K
2.81K $651K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-9.12K
- 65.77%
$55.61 - $57.37 $507K - $523K
4.74K $270K
PFE
Pfizer Inc

Healthcare
-22.4K
- 45.69%
$23.29 - $25.88 $523K - $581K
26.7K $679K
META
Meta Platforms, Inc.

Communication Services
-667
- 43.82%
$695.21 - $791.73 $464K - $528K
855 $627K
NVDA
Nvidia Corp

Technology
-7.07K
- 24.48%
$153.3 - $186.58 $1.08M - $1.32M
21.8K $4.07M
AAPL
Apple Inc.

Technology
-6.76K
- 27.05%
$202.38 - $256.87 $1.37M - $1.74M
18.2K $4.64M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-5.39K
- 58.94%
$82.96 - $95.7 $447K - $516K
3.76K $337K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-18.5K
- 24.9%
$28.15 - $30.13 $520K - $556K
55.7K $1.65M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-36.9K
- 15.9%
$25.29 - $28.33 $932K - $1.04M
195K $5.44M
V
Visa Inc.

Financial Services
-1.08K
- 38.24%
$332.09 - $358.86 $357K - $386K
1.74K $592K
MINO
Pimco ETF Tr Municipal Income

ETFs
-9.94K
- 18.91%
$43.6 - $45.33 $433K - $451K
42.6K $1.93M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.07K
- 49.14%
$48.5 - $50.19 $391K - $405K
8.35K $417K
Ge Vernova Inc
-152
- 21.44%
N/A
557 $0
KOCT
Innovator Laddered Fund Of U.S
-2.33K
- 19.11%
N/A
9.87K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-22.4K
- 7.23%
$26.38 - $27.95 $591K - $626K
287K $7.85M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-10.9K
- 18.59%
$37.32 - $38.38 $406K - $418K
47.7K $1.83M
VZ
Verizon Communications Inc

Communication Services
-7.82K
- 37.16%
$40.84 - $45.06 $319K - $352K
13.2K $580K
NFLX
Netflix Inc

Communication Services
-159
- 17.69%
$1147.87 - $1297.18 $183K - $206K
740 $887K
IBM
International Business Machines Corp

Technology
-992
- 44.64%
$234.77 - $292.47 $233K - $290K
1.23K $347K
XLV
Select Sector Spdr Fund Health

ETFs
-2.19K
- 54.66%
$129.01 - $139.72 $283K - $306K
1.82K $253K
PH
Parker Hannifin Corp

Industrials
-551
- 24.46%
$697.13 - $769.67 $384K - $424K
1.7K $1.29M
T
At&T Inc.

Communication Services
-8.44K
- 14.59%
$26.94 - $29.62 $227K - $250K
49.4K $1.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-13.6K
- 15.97%
$27.61 - $29.15 $375K - $396K
71.5K $2.08M
PM
Philip Morris International Inc.

Consumer Defensive
-1.31K
- 47.67%
$157.77 - $183.27 $207K - $240K
1.44K $233K
IJAN
Innovator Etfs Tr Intl Dev Pwr
-553
- 7.19%
N/A
7.14K $0
Lam Research Corp
-447
- 16.89%
N/A
2.2K $0
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-13.7K
- 4.36%
$20.41 - $20.67 $280K - $284K
301K $6.2M
CVX
Chevron Corp

Energy
-2.22K
- 29.48%
$145.57 - $161.83 $323K - $359K
5.3K $823K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-14.5K
- 5.46%
$18.61 - $18.94 $269K - $274K
251K $4.71M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-12.1K
- 8.16%
$37.99 - $39.69 $460K - $480K
136K $5.41M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.06K
- 6.42%
N/A
15.5K $1.33M
Activity Summary
Buys All Purchases 55 New Holdings 7 Increased Positions 48 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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