Bcr Wealth Strategies, LLC Portfolio Holdings

Bcr Wealth Strategies, LLC

  • $214 Million
  • Q4 2024

Bcr Wealth Strategies, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $214 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $62.6M, Dimensional ETF Trust with a value of $34.1M, American Centy ETF Tr Avantis with a value of $23.7M, Dimensional ETF Tr Core Fxd In with a value of $23.5M, and American Centy ETF Tr Avantis with a value of $20.5M.

Examining the 13F form we can see an increase of $1.91M in the current position value, from $212M to 214M.

Below you can find more details about Bcr Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $214 Million
ETFs: $162 Million
Communication Services: $1.45 Million
Industrials: $838,000
Technology: $782,000
Utilities: $538,000
Healthcare: $431,000
Consumer Cyclical: $341,000

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 26
  • Current Value $214 Million
  • Prior Value $212 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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