Bcs Wealth Management Portfolio Holdings
Bcs Wealth Management
- $402 Million
- Q4 2024
Bcs Wealth Management has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $402 Million distributed in 256 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 $27.5M, Schwab Strategic Tr Us Large C with a value of $17.3M, Invesco Et Seld Idxd Fd Tr Bul with a value of $12.2M, Invesco Et Self Idxd Fd Tr Bul with a value of $11.3M, and Spdr Portfolio with a value of $9.44M.
Examining the 13F form we can see an increase of $167M in the current position value, from $235M to 402M.
Below you can find more details about Bcs Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$402 Million
ETFs: $303 Million
Technology: $15.1 Million
Healthcare: $10.8 Million
Financial Services: $6.89 Million
Consumer Cyclical: $6.79 Million
Industrials: $5.96 Million
Consumer Defensive: $5.3 Million
Communication Services: $4.48 Million
Other: $8.07 Million
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 256
- Current Value $402 Million
- Prior Value $235 Million
- Filing
- Period Q4 2024
- Filing Date January 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 103 stocks
- Additional Purchases 55 stocks
- Sold out of 0 stocks
- Reduced holdings in 64 stocks