Bcs Wealth Management Reduced Holdings in Q1 2025

Bcs Wealth Management

  • $389 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-16.8K
- 49.32%
$209.68 - $247.1 $3.53M - $4.16M
17.3K $3.84M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-74.4K
- 9.97%
$21.75 - $24.28 $1.62M - $1.81M
672K $14.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.57K
- 18.51%
$468.34 - $539.52 $736K - $848K
6.92K $3.25M
SPYG
Spdr Portfolio

ETFs
-1.37K
- 1.28%
$80.05 - $92.39 $110K - $127K
106K $8.53M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-15.4K
- 7.12%
$23.16 - $27.04 $356K - $416K
201K $4.71M
NVDA
Nvidia Corp

Technology
-1.34K
- 6.28%
$106.98 - $149.43 $143K - $200K
20K $2.17M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-22.8K
- 16.54%
$30.71 - $30.87 $702K - $705K
115K $3.55M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-7.71K
- 15.74%
$97.38 - $104.52 $751K - $806K
41.3K $4.22M
VUG
Vanguard Growth ETF

ETFs
-157
- 1.25%
$369.1 - $427.61 $57.9K - $67.1K
12.4K $4.58M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-12.5K
- 15.42%
$37.4 - $39.42 $469K - $494K
68.7K $2.6M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-11.6K
- 16.37%
$39.51 - $41.0 $457K - $475K
59.1K $2.36M
GOOGL
Alphabet Inc.

Communication Services
-1.68K
- 28.79%
$154.33 - $206.19 $259K - $346K
4.15K $641K
AMZN
Amazon Com Inc

Consumer Cyclical
-103
- 0.69%
$190.26 - $242.06 $19.6K - $24.9K
14.8K $2.82M
BJUL
Innovator U.S. Equity Buffer E

ETFs
-9.51K
- 32.09%
$42.65 - $46.09 $406K - $438K
20.1K $869K
POCT
Innovator U.S. Equity Power Bu

ETFs
-10.4K
- 17.71%
$38.53 - $40.49 $400K - $420K
48.2K $1.87M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-22.3K
- 3.76%
$20.64 - $20.73 $460K - $462K
570K $11.8M
PDEC
Innovator U.S. Equity Power Bu
-10.1K
- 16.34%
N/A
51.4K $1.93M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-10.9K
- 7.74%
$21.23 - $23.75 $231K - $259K
130K $2.8M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.64K
- 31.46%
$183.02 - $207.75 $299K - $340K
3.56K $663K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.6K
- 4.71%
$77.7 - $78.94 $435K - $442K
113K $8.93M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-7.38K
- 14.35%
$35.21 - $37.69 $260K - $278K
44.1K $1.57M
MAR
Marriott International Inc

Consumer Cyclical
-842
- 29.63%
$237.01 - $304.45 $200K - $256K
2K $476K
TSLA
Tesla, Inc.

Consumer Cyclical
-301
- 20.21%
$222.15 - $428.22 $66.9K - $129K
1.19K $308K
PSEP
Innovator U.S. Equity Power Bu
-7K
- 19.92%
N/A
28.1K $1.08M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-5.32K
- 9.71%
$39.81 - $42.17 $212K - $225K
49.5K $1.99M
AVGO
Broadcom Inc.

Technology
-701
- 30.33%
$167.43 - $244.7 $117K - $172K
1.61K $270K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.55K
- 7.35%
N/A
19.5K $1.72M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.15K
- 9.45%
$36.64 - $45.76 $78.9K - $98.6K
20.6K $774K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-8.63K
- 9.64%
$23.43 - $24.23 $202K - $209K
80.9K $1.91M
JPM
Jpmorgan Chase & CO

Financial Services
-895
- 28.25%
$225.19 - $279.95 $202K - $251K
2.27K $557K
VTI
Vanguard Total Stock Market Et

ETFs
-91
- 0.77%
$271.18 - $303.12 $24.7K - $27.6K
11.7K $3.22M
VB
Vanguard Small Cap ETF

ETFs
-123
- 1.43%
$217.89 - $252.64 $26.8K - $31.1K
8.51K $1.89M
PNOV
Innovator U.S. Equity Power Bu
-4.08K
- 8.72%
N/A
42.7K $1.59M
HD
Home Depot, Inc.

Consumer Cyclical
-364
- 18.36%
$347.25 - $424.87 $126K - $155K
1.62K $593K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-3.86K
- 12.15%
$36.56 - $38.35 $141K - $148K
27.9K $1.03M
WMT
Walmart Inc.

Consumer Defensive
-1.52K
- 16.86%
$84.5 - $105.05 $129K - $160K
7.51K $659K
COST
Costco Wholesale Corp

Consumer Defensive
-193
- 21.78%
$890.62 - $1076.86 $172K - $208K
693 $655K
HDV
Ishares Core High Dividend ETF

ETFs
-1.59K
- 35.27%
$110.86 - $121.12 $177K - $193K
2.92K $354K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-691
- 1.64%
$24.91 - $29.02 $17.2K - $20.1K
41.6K $1.04M
PH
Parker Hannifin Corp

Industrials
-122
- 5.49%
$591.65 - $707.05 $72.2K - $86.3K
2.1K $1.28M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-5.11K
- 11.34%
$41.61 - $44.72 $213K - $229K
40K $1.73M
NFLX
Netflix Inc

Communication Services
-182
- 19.74%
$828.4 - $1058.6 $151K - $193K
740 $690K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-3.92K
- 10.0%
$38.99 - $40.37 $153K - $158K
35.3K $1.42M
V
Visa Inc.

Financial Services
-564
- 24.96%
$306.92 - $362.71 $173K - $205K
1.7K $594K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-7.62K
- 1.3%
$19.42 - $19.54 $148K - $149K
576K $11.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
-94
- 3.05%
$247.97 - $296.33 $23.3K - $27.9K
2.99K $753K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-2.27K
- 16.28%
$41.28 - $44.23 $93.8K - $100K
11.7K $488K
GOOG
Alphabet Inc.

Communication Services
-130
- 4.91%
$156.06 - $207.71 $20.3K - $27K
2.52K $393K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-2.56K
- 26.25%
$39.08 - $41.36 $100K - $106K
7.19K $285K
Activity Summary
Buys All Purchases 79 New Holdings 8 Increased Positions 71 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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