Bcr Wealth Strategies, LLC Portfolio Holdings by Sector
Bcr Wealth Strategies, LLC
- $212 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
AVUS AVIG DFCF AVDE DFEM VNQ ICSH SPY 14 stocks |
$161,437
97.31% of portfolio
|
  8  
|
  5  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$1,387
0.84% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
EHC 1 stocks |
$644
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$578
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$391
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$387
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$374
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$358
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$343
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|