Bcs Wealth Management Portfolio Holdings
Bcs Wealth Management
- $235 Million
- Q3 2024
Bcs Wealth Management has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $235 Million distributed in 167 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Et Seld Idxd Fd Tr Bul with a value of $11.9M, Invesco Et Self Idxd Fd Tr Bul with a value of $10.8M, Invesco Et Self Idxd Fd Tr Bul with a value of $9.11M, Vanguard Sht Term Corp Bd ETF with a value of $8.08M, and Spdr Portfolio with a value of $7.86M.
Examining the 13F form we can see an increase of $29.6M in the current position value, from $206M to 235M.
Below you can find more details about Bcs Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$235 Million
ETFs: $173 Million
Technology: $8.41 Million
Financial Services: $6.33 Million
Healthcare: $5.08 Million
Communication Services: $3.98 Million
Energy: $2.66 Million
Consumer Cyclical: $2.36 Million
Industrials: $1.39 Million
Other: $1.92 Million