Bcs Wealth Management Sells in Q3 2025

Bcs Wealth Management

  • $409 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-5.78K
- 6.15%
$50.9 - $52.37 $294K - $303K
88.1K $4.61M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-546
- 15.15%
$459.11 - $506.91 $251K - $277K
3.06K $1.54M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.36K
- 43.95%
$293.94 - $444.72 $398K - $603K
1.73K $768K
JNJ
Johnson & Johnson

Healthcare
-2.12K
- 36.68%
$155.17 - $185.42 $330K - $394K
3.67K $679K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-10.3K
- 25.25%
$20.76 - $21.78 $213K - $224K
30.4K $655K
JPM
Jpmorgan Chase & CO

Financial Services
-880
- 28.8%
$282.78 - $316.06 $249K - $278K
2.18K $686K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-10.8K
- 18.48%
$28.92 - $32.19 $314K - $349K
47.9K $1.53M
POCT
Innovator U.S. Equity Power Bu

ETFs
-6.01K
- 14.25%
$41.27 - $43.1 $248K - $259K
36.1K $1.56M
WMT
Walmart Inc.

Consumer Defensive
-2.17K
- 23.93%
$94.4 - $104.27 $205K - $227K
6.91K $712K
HD
Home Depot, Inc.

Consumer Cyclical
-656
- 27.66%
$357.4 - $423.42 $234K - $278K
1.72K $695K
GOOGL
Alphabet Inc.

Communication Services
-2.23K
- 39.86%
$174.36 - $254.72 $388K - $567K
3.36K $816K
CSCO
Cisco Systems, Inc.

Technology
-2.3K
- 43.53%
$66.2 - $71.79 $152K - $165K
2.98K $203K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-9.15K
- 2.34%
$19.61 - $19.79 $179K - $181K
382K $7.52M
BSCU
Invesco Exc Self Ind Tr

ETFs
-10.9K
- 4.03%
$16.67 - $17.03 $182K - $186K
260K $4.39M
CL
Colgate Palmolive CO

Consumer Defensive
-66
- 0.51%
$79.36 - $93.33 $5.24K - $6.16K
12.8K $1.02M
BJUN
Innovator U.S. Equity Buffer E

ETFs
-714
- 2.97%
N/A
23.3K $912K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-6.3K
- 12.43%
$22.83 - $23.85 $144K - $150K
44.4K $1.06M
ORCL
Oracle Corp

Technology
-759
- 50.03%
$218.96 - $328.33 $166K - $249K
758 $213K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.71K
- 12.54%
$45.6 - $46.92 $124K - $127K
18.9K $883K
KO
Coca Cola CO

Consumer Defensive
-1.01K
- 9.17%
$65.67 - $71.67 $66.3K - $72.3K
9.99K $662K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-801
- 10.48%
$546.99 - $602.2 $438K - $482K
6.85K $4.11M
MSTR
Microstrategy Inc

Technology
-57
- 5.32%
$300.7 - $455.9 $17.1K - $26K
1.02K $327K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.73K
- 17.7%
$40.94 - $42.85 $112K - $117K
12.7K $533K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-882
- 23.84%
$195.29 - $223.85 $172K - $197K
2.82K $626K
KAPR
Innovator U.S. Small Cap Power

ETFs
-3.75K
- 26.32%
$32.42 - $34.27 $121K - $128K
10.5K $358K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.2K
- 15.02%
$47.76 - $48.46 $105K - $107K
12.5K $600K
IAPR
Innovator Etfs Tr Internationa

ETFs
-4.12K
- 13.6%
$28.99 - $30.05 $119K - $124K
26.2K $786K
BMY
Bristol Myers Squibb CO

Healthcare
-1.84K
- 26.01%
$43.31 - $48.98 $79.5K - $89.9K
5.22K $235K
TFC
Truist Financial Corp

Financial Services
-3.76K
- 12.59%
$42.83 - $47.07 $161K - $177K
26.1K $1.19M
PID
Invesco Exchange Traded Fd Tr

ETFs
-196
- 0.71%
N/A
27.3K $488K
MA
Mastercard Inc

Financial Services
-145
- 15.03%
$550.18 - $598.96 $79.8K - $86.8K
820 $466K
GE
General Electric CO

Industrials
-683
- 22.66%
$244.75 - $305.63 $167K - $209K
2.33K $701K
BOCT
Innovator U.S. Equity Buffer E

ETFs
-2.29K
- 18.58%
$45.37 - $48.42 $104K - $111K
10K $485K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-249
- 25.67%
$301.44 - $365.84 $75.1K - $91.1K
721 $233K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.93K
- 18.52%
$24.11 - $24.94 $70.5K - $72.9K
12.9K $320K
GLD
Spdr Gold Trust

ETFs
-321
- 35.95%
$300.96 - $355.47 $96.6K - $114K
572 $203K
DE
Deere & CO

Industrials
-65
- 8.77%
$457.26 - $524.37 $29.7K - $34.1K
676 $309K
MCD
Mcdonalds Corp

Consumer Cyclical
-294
- 14.23%
$291.67 - $316.99 $85.8K - $93.2K
1.77K $538K
WFC
Wells Fargo & Company

Financial Services
-873
- 25.53%
$77.05 - $85.16 $67.3K - $74.3K
2.55K $213K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-2.57K
- 7.8%
$23.03 - $23.12 $59.1K - $59.3K
30.3K $698K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.68K
- 7.69%
$39.58 - $40.74 $66.4K - $68.3K
20.1K $816K
SCHO
Schwab Short Term Us Treasury

ETFs
-2.27K
- 8.89%
$24.23 - $24.42 $55.1K - $55.5K
23.3K $568K
AVGO
Broadcom Inc.

Technology
-612
- 21.36%
$264.74 - $369.57 $162K - $226K
2.25K $743K
IVV
Ishares Core S&P 500 ETF

ETFs
-168
- 11.86%
$620.67 - $670.08 $104K - $113K
1.25K $835K
EFV
Msci Eafe Value ETF

ETFs
-1.21K
- 13.28%
$62.79 - $68.42 $76.2K - $83.1K
7.93K $537K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-1.43K
- 16.6%
$41.22 - $43.5 $58.7K - $62K
7.16K $311K
XLP
Consumer Staples Sector Spdr

ETFs
-329
- 9.16%
N/A
3.26K $248K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-762
- 11.64%
$135.0 - $146.02 $103K - $111K
5.78K $842K
AMGN
Amgen Inc

Healthcare
-152
- 16.14%
$271.18 - $309.22 $41.2K - $47K
790 $222K
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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