Bcu Wealth Advisors, LLC Portfolio Holdings by Sector
Bcu Wealth Advisors, LLC
- $168 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFIC DFSD DFCF IUSB DFEM IVV DFAU 36 stocks |
$160 Million
95.95% of portfolio
|
  32  
|
  4  
|
  2  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV JNJ 2 stocks |
$1.17 Million
0.7% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$769,629
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
BAX 1 stocks |
$755,047
0.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$683,577
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$661,670
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$512,039
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$438,526
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$393,647
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$344,746
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$343,675
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$247,003
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$226,764
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$200,228
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|