Bcu Wealth Advisors, LLC Portfolio Holdings

Bcu Wealth Advisors, LLC

  • $168 Billion
  • Q3 2024

Bcu Wealth Advisors, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $168 Billion distributed in 52 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 $73.5B, Dimensional ETF Tr Dimensional with a value of $17.6B, Dimensional ETF Tr Short Durat with a value of $10.4B, Dimensional ETF Tr Core Fxd In with a value of $7.74B, and Ishares Core Total Usd Bond Ma with a value of $6.32B.

Examining the 13F form we can see an increase of $32.3B in the current position value, from $135B to 168B.

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 $168 Billion
ETFs: $160 Billion
Healthcare: $3.1 Billion
Technology: $1.55 Billion
Consumer Defensive: $1.13 Billion
Industrials: $394 Million
Consumer Cyclical: $227 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.6B
$755 Million 0.45% of portfolio
19,885
Q3 2024 Added 0.87%
$59.4B
$662 Million 0.39% of portfolio
10,523
Q3 2024 Added 0.54%
$196B
$512 Million 0.31% of portfolio
4,491
Q3 2024 Added 0.36%
$175B
$394 Million 0.23% of portfolio
2,087
Q3 2024 Added 0.14%
$193B
$247 Million 0.15% of portfolio
2,035
Q3 2024 Added 0.39%

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $168 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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