Bcs Private Wealth Management, Inc. Purchases in Q3 2025

Bcs Private Wealth Management, Inc.

  • $245 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CFLT
Confluent, Inc.

Technology
10.9K
+ 69.84%
$15.91 - $27.35 $173K - $298K
26.5K $524K
AMZN
Amazon Com Inc

Consumer Cyclical
590
+ 15.27%
$211.65 - $238.24 $125K - $141K
4.46K $978K
HD
Home Depot, Inc.

Consumer Cyclical
85
+ 3.43%
$357.4 - $423.42 $30.4K - $36K
2.56K $1.04M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.58K
+ 26.44%
$78.11 - $79.07 $123K - $125K
7.53K $594K
ECL
Ecolab Inc.

Basic Materials
180
+ 1.05%
$259.39 - $285.47 $46.7K - $51.4K
17.3K $4.75M
PULS
Pgim ETF Tr

ETFs
2.25K
+ 28.21%
$49.58 - $49.83 $112K - $112K
10.2K $509K
LHX
L3 Harris Technologies, Inc.

Industrials
95
+ 6.23%
$252.18 - $305.41 $24K - $29K
1.62K $495K
VZ
Verizon Communications Inc

Communication Services
1.42K
+ 2.46%
$40.84 - $45.06 $58.1K - $64.1K
59.2K $2.6M
AVGO
Broadcom Inc.

Technology
125
+ 12.33%
$264.74 - $369.57 $33.1K - $46.2K
1.14K $375K
IWD
Ishares Russell 1000 Val ETF

ETFs
375
+ 19.02%
$192.76 - $203.86 $72.3K - $76.4K
2.35K $477K
VO
Vanguard Mid Cap ETF

ETFs
19
+ 0.34%
$279.83 - $293.74 $5.32K - $5.58K
5.62K $1.65M
EXP
Eagle Materials Inc

Basic Materials
60
+ 3.45%
$209.12 - $242.26 $12.5K - $14.5K
1.8K $419K
CVS
Cvs Health Corp

Healthcare
325
+ 5.7%
$58.75 - $76.5 $19.1K - $24.9K
6.03K $454K
KMI
Kinder Morgan, Inc.

Energy
8.37K
+ 5.2%
$26.23 - $28.5 $219K - $238K
169K $4.79M
DUK
Duke Energy Corp

Utilities
75
+ 0.84%
$116.31 - $125.93 $8.72K - $9.44K
9.05K $1.12M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
100
+ 0.41%
$26.52 - $31.32 $2.65K - $3.13K
24.3K $753K
CBOE
Cboe Global Markets, Inc.

Financial Services
80
+ 4.5%
$231.35 - $253.24 $18.5K - $20.3K
1.86K $455K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
250
+ 1.05%
$32.62 - $34.4 $8.15K - $8.6K
24.1K $829K
WMB
Williams Companies, Inc.

Energy
480
+ 9.28%
$56.52 - $64.01 $27.1K - $30.7K
5.66K $358K
BND
Vanguard Bd Index Fd Inc Total

ETFs
140
+ 0.48%
$72.57 - $74.72 $10.2K - $10.5K
29.5K $2.19M
CVX
Chevron Corp

Energy
70
+ 4.17%
$145.57 - $161.83 $10.2K - $11.3K
1.75K $271K
SE
Sea LTD

Consumer Cyclical
5
+ 0.34%
$146.23 - $196.5 $731 - $983
1.46K $260K
DVYE
Ishares Emerging Markets Divid

ETFs
35
+ 0.15%
$28.5 - $30.64 $998 - $1.07K
23.3K $690K
MSA
Msa Safety Inc

Industrials
40
+ 1.66%
$168.32 - $180.03 $6.73K - $7.2K
2.44K $420K
AIG
American International Group, Inc.

Financial Services
505
+ 15.17%
$76.34 - $85.87 $38.6K - $43.4K
3.84K $301K
VRRM
Verra Mobility Corp

Industrials
850
+ 7.04%
$23.49 - $25.65 $20K - $21.8K
12.9K $319K
FLS
Flowserve Corp

Industrials
150
+ 2.2%
$51.98 - $57.7 $7.8K - $8.66K
6.98K $370K
ERIC
Ericsson Lm Telephone CO

Technology
8.64K
+ 2.91%
$7.2 - $8.55 $62.2K - $73.9K
306K $2.53M
DLTR
Dollar Tree, Inc.

Consumer Defensive
175
+ 7.03%
$94.03 - $117.16 $16.5K - $20.5K
2.67K $251K
LLY
Eli Lilly & CO

Healthcare
40
+ 2.44%
$625.65 - $812.69 $25K - $32.5K
1.68K $1.28M
Amentum Holdings Inc
11.4K
New
N/A
11.4K $0
APG
A Pi Group Corp

Industrials
4.31K
+ 48.83%
$33.09 - $36.34 $143K - $157K
13.1K $451K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
1.89K
+ 1.03%
$19.15 - $20.2 $36.2K - $38.1K
185K $3.57M
KMB
Kimberly Clark Corp

Consumer Defensive
488
+ 2.85%
$121.72 - $136.77 $59.4K - $66.7K
17.6K $2.19M
DGX
Quest Diagnostics Inc

Healthcare
195
+ 11.27%
N/A
1.93K $263K
NFLX
Netflix Inc

Communication Services
5
+ 0.72%
$1147.87 - $1297.18 $5.74K - $6.49K
699 $838K
Ge Healthcare Technologies I
1.88K
+ 55.89%
N/A
5.23K $0
Waystar Hldg Corp
575
+ 8.36%
N/A
7.46K $0
Kenvue Inc
54.2K
+ 379.4%
N/A
68.4K $0
Labcorp Holdings Inc
105
+ 7.49%
N/A
1.51K $0
Activity Summary
Buys All Purchases 91 New Holdings 20 Increased Positions 71 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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