Bcs Wealth Management Purchases in Q4 2024

Bcs Wealth Management

  • $402 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.21K
+ 16.55%
$481.22 - $538.17 $580K - $649K
8.49K $4.34M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
36.9K
New
$20.55 - $23.26 $759K - $859K
36.9K $777K
IOO
Ishares Tr Global 100 ETF

ETFs
7.67K
New
$97.46 - $103.45 $748K - $794K
7.67K $773K
HD
Home Depot, Inc.

Consumer Cyclical
1.98K
New
$385.02 - $431.37 $763K - $855K
1.98K $771K
CAT
Caterpillar Inc

Industrials
2.09K
New
$360.37 - $416.88 $755K - $873K
2.09K $760K
CVX
Chevron Corp

Energy
5.16K
New
$141.15 - $162.53 $729K - $839K
5.16K $748K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
9.04K
New
$47.29 - $84.74 $428K - $766K
9.04K $669K
LMT
Lockheed Martin Corp

Industrials
1.36K
New
$479.66 - $614.62 $651K - $835K
1.36K $660K
MCD
Mcdonalds Corp

Consumer Cyclical
2.22K
New
$288.47 - $316.54 $642K - $704K
2.22K $645K
UNP
Union Pacific Corp

Industrials
2.77K
New
$223.15 - $249.32 $617K - $690K
2.77K $631K
VOT
Vanguard Mid Cap Growth Index

ETFs
2.45K
New
$241.48 - $274.89 $591K - $673K
2.45K $621K
FNDA
Schwab Fundamental U S Small C

ETFs
20.8K
New
$29.26 - $59.11 $609K - $1.23M
20.8K $619K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.59K
New
$61.68 - $67.87 $591K - $651K
9.59K $597K
VIG
Vanguard Dividend Appreciation

ETFs
2.89K
New
N/A
2.89K $565K
JNJ
Johnson & Johnson

Healthcare
3.87K
New
$143.34 - $165.86 $555K - $642K
3.87K $560K
PNOV
Innovator U.S. Equity Power Bu
13.8K
+ 41.77%
N/A
46.8K $1.77M
SCHO
Schwab Short Term Us Treasury

ETFs
22.1K
New
$24.06 - $48.88 $532K - $1.08M
22.1K $532K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
30.9K
+ 5.59%
$19.38 - $19.58 $599K - $605K
584K $11.3M
NVDA
Nvidia Corp

Technology
1.89K
+ 9.73%
$117.0 - $148.88 $221K - $281K
21.3K $2.86M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.72K
New
$170.03 - $192.78 $463K - $525K
2.72K $504K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.35K
New
$77.02 - $78.58 $489K - $499K
6.35K $490K
LOW
Lowes Companies Inc

Consumer Cyclical
1.93K
New
$244.52 - $284.07 $472K - $548K
1.93K $476K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.83K
New
$160.89 - $176.18 $455K - $499K
2.83K $458K
IVW
Ishares S&P 500 Growth ETF

ETFs
4.4K
New
$94.43 - $105.47 $415K - $464K
4.4K $446K
EFV
Msci Eafe Value ETF

ETFs
8.49K
New
$51.78 - $57.15 $440K - $485K
8.49K $446K
FNDC
Schwab Fundamental Intl Small

ETFs
12.9K
New
$33.92 - $38.03 $438K - $491K
12.9K $441K
FNDF
Schwab Fundamental Intl Large

ETFs
13.2K
New
$32.92 - $37.15 $433K - $489K
13.2K $437K
FREL
Fidelity Covington Tr Msci Rea

ETFs
16K
New
$26.61 - $29.85 $426K - $478K
16K $433K
POCT
Innovator U.S. Equity Power Bu

ETFs
10K
+ 20.62%
$38.63 - $40.03 $387K - $401K
58.6K $2.32M
FLRN
Spdr Bloomberg Investment Grad

ETFs
14.3K
+ 11.52%
$30.67 - $30.84 $438K - $440K
138K $4.24M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.35K
New
$49.79 - $51.14 $416K - $427K
8.35K $418K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.26K
New
$126.68 - $134.74 $413K - $439K
3.26K $416K
BSX
Boston Scientific Corp

Healthcare
4.35K
New
$83.62 - $91.5 $363K - $398K
4.35K $388K
GE
General Electric CO

Industrials
2.2K
New
$159.95 - $194.23 $351K - $427K
2.2K $366K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
17.5K
+ 3.05%
$20.6 - $20.71 $361K - $363K
593K $12.2M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.23K
New
$48.33 - $49.08 $349K - $355K
7.23K $350K
BOND
Pimco Active Bond Exchange Tra

ETFs
5.21K
+ 16.39%
$90.42 - $94.5 $471K - $492K
37K $3.34M
VEA
Vanguard Ftse Developed Market

ETFs
6.93K
New
$47.57 - $52.44 $330K - $364K
6.93K $331K
BMY
Bristol Myers Squibb CO

Healthcare
5.82K
New
$51.92 - $59.94 $302K - $349K
5.82K $329K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.84K
New
$176.42 - $186.91 $324K - $344K
1.84K $327K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
9.12K
+ 7.75%
$51.58 - $52.91 $471K - $483K
127K $6.56M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.28K
New
$49.03 - $53.35 $308K - $335K
6.28K $322K
MBB
Ishares Tr

ETFs
3.42K
New
$91.26 - $95.82 $312K - $328K
3.42K $314K
PDEC
Innovator U.S. Equity Power Bu
7.87K
+ 14.67%
N/A
61.5K $2.36M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.52K
+ 14.39%
$56.06 - $61.35 $365K - $400K
51.8K $2.93M
BSCV
Invesco ETF Self Indexed Fd Tr
27.5K
+ 12.22%
$16.02 - $16.72 $441K - $460K
253K $4.06M
GOOGL
Alphabet Inc.

Communication Services
987
+ 20.41%
$161.86 - $196.66 $160K - $194K
5.82K $1.1M
FSK
Fs Kkr Capital Corp

Financial Services
13.4K
New
$19.71 - $22.22 $265K - $299K
13.4K $292K
QDPL
Pacer Fds Tr Metaurus Us Large
7.54K
New
$37.54 - $40.11 $283K - $302K
7.54K $289K
Activity Summary
Buys All Purchases 158 New Holdings 103 Increased Positions 55 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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