Bco Wealth Management LLC Portfolio Holdings by Sector
Bco Wealth Management LLC
- $120 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFCF DFSD DFIC MUB DFEM BND DFNM 18 stocks |
$93.7 Million
95.82% of portfolio
|
  18  
|
- |
  18  
|
- |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
EXR STAG 2 stocks |
$721,914
0.74% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$461,892
0.47% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
IRM 1 stocks |
$449,345
0.46% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
UMH 1 stocks |
$376,732
0.39% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$365,643
0.37% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
WTTR 1 stocks |
$351,112
0.36% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$316,154
0.32% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
EPRT 1 stocks |
$301,852
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$212,857
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$212,215
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Hotel & Motel | Real Estate
APLE 1 stocks |
$210,449
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
MPW 1 stocks |
$103,095
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|