Bcs Wealth Management has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $312 Million distributed in 235 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $16.2M, Schwab Strategic Tr Us Large C with a value of $15.8M, Invesco Et Seld Idxd Fd Tr Bul with a value of $9.82M, Invesco Et Self Idxd Fd Tr Bul with a value of $9.74M, and Invesco Et Self Idxd Fd Tr Bul with a value of $8.4M.
Examining the 13F form we can see an increase of $40.1M in the current position value, from $272M to 312M.
Below you can find more details about Bcs Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$312 Million
ETFs: $242 Million
Technology: $10.9 Million
Healthcare: $10 Million
Financial Services: $5.35 Million
Industrials: $4.89 Million
Consumer Cyclical: $4.82 Million
Consumer Defensive: $4.73 Million
Basic Materials: $3.84 Million
Other: $7.25 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions