Bcu Wealth Advisors, LLC Portfolio Holdings

Bcu Wealth Advisors, LLC

  • $135 Billion
  • Q2 2024

Bcu Wealth Advisors, LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $135 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $58B, Dimensional ETF Tr Dimensional with a value of $14.1B, Dimensional ETF Tr Short Durat with a value of $8.93B, Dimensional ETF Tr Core Fxd In with a value of $6.45B, and Ishares Core S&P 500 ETF with a value of $5.3B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $118B to 135B.

Bcu Wealth Advisors, LLC is based out at Vernon Hills, IL

Below you can find more details about Bcu Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $130 Billion
Healthcare: $2.58 Billion
Technology: $1.28 Billion
Consumer Defensive: $811 Million
Industrials: $331 Million
Consumer Cyclical: $235 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$58 Billion 42.85% of portfolio
1,800,356
Q2 2024 Added 15.55%
$0
$14.1 Billion 10.42% of portfolio
537,059
Q2 2024 Added 16.81%
$0
$8.93 Billion 6.6% of portfolio
190,100
Q2 2024 Added 16.66%
$0
$6.45 Billion 4.76% of portfolio
155,224
Q2 2024 Added 18.43%
$0
$5.3 Billion 3.91% of portfolio
9,686
Q2 2024 Reduced 5.78%
$0
$4.84 Billion 3.58% of portfolio
107,133
Q2 2024 Added 6.35%
$0
$4.58 Billion 3.38% of portfolio
171,180
Q2 2024 Added 14.82%
$0
$2.84 Billion 2.1% of portfolio
75,855
Q2 2024 Added 19.32%
$0
$2.84 Billion 2.1% of portfolio
95,703
Q2 2024 Added 21.67%
$0
$2.34 Billion 1.73% of portfolio
25,271
Q2 2024 Added 78.05%
$0
$1.89 Billion 1.39% of portfolio
11,050
Q2 2024 Added 8.28%
$0
$1.83 Billion 1.35% of portfolio
38,891
Q2 2024 Added 8.12%
$0
$1.7 Billion 1.26% of portfolio
76,970
Q2 2024 Added 15.25%
$0
$1.67 Billion 1.23% of portfolio
40,930
Q2 2024 Added 16.49%
$0
$1.6 Billion 1.18% of portfolio
15,644
Q2 2024 Added 76.11%
$0
$1.35 Billion 1.0% of portfolio
14,705
Q2 2024 Added 10.62%
$0
$858 Million 0.63% of portfolio
33,180
Q2 2024 Added 19.8%
$349B
$837 Million 0.62% of portfolio
4,879
Q2 2024 Added 0.7%
$0
$804 Million 0.59% of portfolio
5,339
Q2 2024 Added 5.31%
$3.74T
$695 Million 0.51% of portfolio
3,300
Q2 2024 Reduced 9.02%
$0
$679 Million 0.5% of portfolio
12,685
Q2 2024 Added 174.69%
$0
$674 Million 0.5% of portfolio
7,346
Q2 2024 Added 13.5%
$19.1B
$659 Million 0.49% of portfolio
19,713
Q2 2024 Reduced 0.53%
$0
$622 Million 0.46% of portfolio
11,726
Q2 2024 Reduced 31.8%
$82.5B
$618 Million 0.46% of portfolio
10,467
Q2 2024 Added 0.59%
$311B
$605 Million 0.45% of portfolio
9,513
Q2 2024 Reduced 5.06%
Blackrock ETF Trust Ii
-
$588 Million 0.43% of portfolio
-
Q2 2024 Added 13.45%
$0
$563 Million 0.42% of portfolio
9,507
Q2 2024 Added 13.45%
$0
$540 Million 0.4% of portfolio
2,959
Q1 2024 Added 0.31%
$0
$491 Million 0.36% of portfolio
1,024
Q2 2024 Added 0.1%
$0
$468 Million 0.35% of portfolio
2,374
Q1 2024 Added 0.17%
$200B
$465 Million 0.34% of portfolio
4,475
Q2 2024 Added 0.38%
$0
$376 Million 0.28% of portfolio
3,151
Q2 2024 Added 1.12%
$303B
$350 Million 0.26% of portfolio
2,830
Q2 2024 Added 900.0%
$0
$338 Million 0.25% of portfolio
5,317
Q2 2024 Added 0.23%
$206B
$331 Million 0.24% of portfolio
2,084
Q2 2024 Added 0.19%
$0
$307 Million 0.23% of portfolio
1,433
Q2 2024 Added 0.07%
$0
$303 Million 0.22% of portfolio
8,508
Q2 2024 Reduced 37.68%
$0
$300 Million 0.22% of portfolio
5,840
Q2 2024 Added 0.24%
$0
$284 Million 0.21% of portfolio
4,926
Q2 2024 Added 0.41%
$3.21T
$238 Million 0.18% of portfolio
532
Q1 2024 New
$1.9T
$235 Million 0.17% of portfolio
1,217
Q1 2024 New
$0
$231 Million 0.17% of portfolio
5,211
Q2 2024 New
$0
$218 Million 0.16% of portfolio
2,466
Q2 2024 Reduced 18.34%
$188B
$205 Million 0.15% of portfolio
2,027
Q2 2024 New
$0
$201 Million 0.15% of portfolio
890
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $135 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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