Bcu Wealth Advisors, LLC Portfolio Holdings

Bcu Wealth Advisors, LLC

  • $175 Billion
  • Q4 2024

Bcu Wealth Advisors, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $175 Billion distributed in 54 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 $75B, Dimensional ETF Tr Dimensional with a value of $23.3B, Dimensional ETF Tr Short Durat with a value of $12.2B, Dimensional ETF Tr Core Fxd In with a value of $7.64B, and Dimensional ETF Tr Emerging Mk with a value of $7.44B.

Examining the 13F form we can see an increase of $7.28B in the current position value, from $168B to 175B.

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 $175 Billion
ETFs: $167 Billion
Healthcare: $2.45 Billion
Technology: $1.64 Billion
Consumer Defensive: $1.06 Billion
Industrials: $349 Million
Consumer Cyclical: $267 Million
Communication Services: $202 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.7B
$584 Million 0.33% of portfolio
20,037
Q4 2024 Added 0.76%
$74.6B
$475 Million 0.27% of portfolio
10,583
Q4 2024 Added 0.57%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $175 Billion
  • Prior Value $168 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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