Bcs Wealth Management Portfolio Holdings
Bcs Wealth Management
- $389 Million
- Q1 2025
Bcs Wealth Management has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $389 Million distributed in 243 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 $29.2M, Schwab Strategic Tr Us Large C with a value of $14.8M, Invesco Et Seld Idxd Fd Tr Bul with a value of $11.8M, Invesco Et Self Idxd Fd Tr Bul with a value of $11.2M, and Schwab Strategic Tr Intl Eqty with a value of $10M.
Examining the 13F form we can see an decrease of $13.2M in the current position value, from $402M to 389M.
Below you can find more details about Bcs Wealth Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 243
- Current Value $389 Million
- Prior Value $402 Million
- Filing
- Period Q1 2025
- Filing Date April 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 8 stocks
- Additional Purchases 71 stocks
- Sold out of 0 stocks
- Reduced holdings in 114 stocks