Bco Wealth Management LLC Portfolio Holdings

Bco Wealth Management LLC

  • $120 Billion
  • Q4 2024

Bco Wealth Management LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $120 Billion distributed in 34 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 $24.8B, Dimensional ETF Trust with a value of $19.7B, Dimensional ETF Tr Core Fxd In with a value of $16B, Dimensional ETF Tr Short Durat with a value of $11.9B, and Dimensional ETF Tr Dimensional with a value of $10.3B.

Examining the 13F form we can see an increase of $120B in the current position value.

Bco Wealth Management LLC is based out at Carlsbad, NM

Below you can find more details about Bco Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $120 Billion
ETFs: $93.7 Billion
Real Estate: $2.53 Billion
Energy: $667 Million
Financial Services: $462 Million
Technology: $213 Million
Industrials: $212 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $120 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 34 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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