Bcs Private Wealth Management, Inc. Reduced Holdings in Q4 2025

Bcs Private Wealth Management, Inc.

  • $251 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
OSCR
Oscar Health, Inc.

Healthcare
-20.3K
- 5.67%
$13.88 - $22.47 $281K - $455K
337K $4.68M
NEM
Newmont Corp

Basic Materials
-17.2K
- 26.04%
$78.63 - $98.27 $1.35M - $1.69M
48.7K $4.25M
JPM
Jpmorgan Chase & CO

Financial Services
-2.2K
- 5.71%
$294.11 - $320.41 $648K - $706K
36.4K $10.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-20.9K
- 12.46%
$52.76 - $53.18 $1.1M - $1.11M
147K $7.75M
SLV
I Shares Silver Trust

ETFs
-21.9K
- 62.64%
$42.4 - $49.17 $929K - $1.08M
13.1K $600K
MSFT
Microsoft Corp

Technology
-552
- 2.1%
$496.82 - $542.07 $274K - $299K
25.7K $13.1M
UNP
Union Pacific Corp

Industrials
-1.5K
- 10.56%
$216.37 - $237.41 $323K - $355K
12.7K $2.8M
ABT
Abbott Laboratories

Healthcare
-3.67K
- 57.13%
$123.62 - $134.59 $453K - $493K
2.75K $357K
HD
Home Depot, Inc.

Consumer Cyclical
-1.03K
- 40.34%
$358.03 - $397.02 $370K - $411K
1.53K $547K
CCJ
Cameco Corp

Energy
-5.89K
- 18.44%
$82.77 - $106.91 $487K - $629K
26K $2.21M
META
Meta Platforms, Inc.

Communication Services
-260
- 14.37%
$609.01 - $751.67 $158K - $195K
1.55K $944K
GS
Goldman Sachs Group Inc

Financial Services
-424
- 31.27%
$744.6 - $838.97 $316K - $356K
932 $722K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-834
- 3.5%
$475.68 - $513.11 $397K - $428K
23K $11.7M
MOD
Modine Manufacturing CO

Consumer Cyclical
-1.4K
- 30.94%
$128.73 - $163.02 $180K - $228K
3.13K $412K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
-14.2K
- 34.83%
$16.1 - $16.57 $229K - $236K
26.6K $433K
NVDA
Nvidia Corp

Technology
-1.13K
- 39.14%
$179.83 - $207.04 $202K - $233K
1.75K $326K
SPY
Spdr S&P 500 ETF Trust

ETFs
-310
- 11.06%
$653.02 - $687.39 $202K - $213K
2.49K $1.66M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.65K
- 11.71%
$49.98 - $50.22 $132K - $133K
20K $999K
AXP
American Express CO

Financial Services
-671
- 7.2%
$316.26 - $372.77 $212K - $250K
8.65K $2.95M
EXP
Eagle Materials Inc

Basic Materials
-435
- 24.18%
$202.06 - $241.84 $87.9K - $105K
1.36K $275K
GLD
Spdr Gold Trust

ETFs
-450
- 25.94%
$354.79 - $403.15 $160K - $181K
1.29K $483K
PWR
Quanta Services, Inc.

Industrials
-330
- 20.42%
$412.21 - $453.83 $136K - $150K
1.29K $552K
LOW
Lowes Companies Inc

Consumer Cyclical
-260
- 13.04%
$225.0 - $247.99 $58.5K - $64.5K
1.73K $390K
ITA
Ishares Tr

ETFs
-39
- 0.15%
$205.04 - $218.9 $8K - $8.54K
26.8K $5.52M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-329
- 2.51%
$185.12 - $192.11 $60.9K - $63.2K
12.8K $2.39M
VSEC
Vse Corp

Industrials
-672
- 13.21%
$154.96 - $182.99 $104K - $123K
4.42K $755K
QCOM
Qualcomm Inc

Technology
-463
- 2.96%
$153.59 - $187.68 $71.1K - $86.9K
15.2K $2.53M
VTWO
Vanguard Russell 2000 ETF

ETFs
-400
- 2.45%
$95.72 - $101.47 $38.3K - $40.6K
16K $1.53M
AGI
Alamos Gold Inc

Basic Materials
-400
- 1.43%
$30.01 - $37.47 $12K - $15K
27.6K $920K
VB
Vanguard Small Cap ETF

ETFs
-60
- 0.7%
$248.1 - $260.08 $14.9K - $15.6K
8.53K $2.13M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-715
- 26.83%
$85.04 - $106.29 $60.8K - $76K
1.95K $204K
NVT
N Vent Electric PLC

Industrials
-934
- 14.09%
$95.98 - $114.35 $89.6K - $107K
5.7K $607K
MSA
Msa Safety Inc

Industrials
-40
- 1.64%
$155.98 - $175.18 $6.24K - $7.01K
2.4K $375K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-280
- 1.3%
$63.25 - $66.24 $17.7K - $18.5K
21.3K $1.37M
KKR
Kkr & Co. Inc.

Financial Services
-100
- 3.57%
$117.52 - $127.65 $11.8K - $12.8K
2.71K $324K
VRRM
Verra Mobility Corp

Industrials
-700
- 5.42%
$22.67 - $24.79 $15.9K - $17.4K
12.2K $283K
AIR
Aar Corp

Industrials
-100
- 2.91%
$78.32 - $86.48 $7.83K - $8.65K
3.34K $273K
GLW
Corning Inc

Technology
-375
- 5.25%
$82.06 - $90.29 $30.8K - $33.9K
6.77K $555K
IWR
Ishares Russell Mid Cap ETF

ETFs
-220
- 4.17%
$94.02 - $97.61 $20.7K - $21.5K
5.05K $477K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-875
- 0.47%
$19.09 - $19.59 $16.7K - $17.1K
184K $3.54M
INTC
Intel Corp

Technology
-1K
- 6.44%
$34.71 - $41.53 $34.7K - $41.5K
14.5K $504K
IWM
Ishares Russell 2000 ETF

ETFs
-16
- 0.79%
$236.79 - $250.33 $3.79K - $4.01K
2K $474K
IEFA
Ishares Tr

ETFs
-1.26K
- 1.83%
$86.09 - $89.88 $108K - $113K
67.4K $5.98M
BP
Bp PLC

Energy
-1.19K
- 7.62%
$32.78 - $37.35 $39K - $44.4K
14.4K $526K
AVGO
Broadcom Inc.

Technology
-73
- 6.41%
$324.63 - $385.98 $23.7K - $28.2K
1.07K $365K
IWV
Ishares Russell 3000 ETF

ETFs
-30
- 0.57%
$371.33 - $389.89 $11.1K - $11.7K
5.21K $1.98M
IWD
Ishares Russell 1000 Val ETF

ETFs
-15
- 0.64%
$199.44 - $208.01 $2.99K - $3.12K
2.33K $477K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-75
- 1.99%
$92.24 - $96.56 $6.92K - $7.24K
3.69K $351K
Kenvue Inc
-12K
- 17.52%
N/A
56.4K $0
Activity Summary
Buys All Purchases 67 New Holdings 27 Increased Positions 40 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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