Bcs Wealth Management Purchases in Q4 2024

Bcs Wealth Management

  • $402 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
835
New
$316.94 - $357.88 $265K - $299K
835 $287K
DE
Deere & CO

Industrials
676
New
$389.45 - $466.0 $263K - $315K
676 $287K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.67K
New
$106.56 - $113.11 $284K - $301K
2.67K $285K
FNDE
Schwab Fundamental Emerging Mk

ETFs
9.63K
New
$28.89 - $33.95 $278K - $327K
9.63K $280K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
5.16K
New
$52.0 - $55.66 $269K - $287K
5.16K $276K
HON
Honeywell International Inc

Industrials
1.19K
New
$202.84 - $236.0 $242K - $282K
1.19K $269K
Innovator Etfs Trust
10.8K
New
N/A
10.8K $258K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.17K
New
$113.92 - $127.38 $247K - $277K
2.17K $250K
IBM
International Business Machines Corp

Technology
1.12K
New
$204.9 - $238.04 $230K - $268K
1.12K $247K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
9.11K
+ 39.38%
$33.43 - $36.52 $305K - $333K
32.2K $1.09M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.19K
New
$57.29 - $63.1 $240K - $264K
4.19K $240K
TQQQ
Proshares Ultrapro Qqq

ETFs
2.98K
New
$69.42 - $93.29 $207K - $278K
2.98K $236K
NOCT
Innovator Growth 100 Power Buf

ETFs
4.46K
New
$49.49 - $52.11 $221K - $232K
4.46K $229K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
986
New
$173.13 - $258.09 $171K - $254K
986 $227K
Grayscale Ethereum Trust ETF
8.06K
New
N/A
8.06K $226K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.16K
New
$24.19 - $50.58 $222K - $463K
9.16K $223K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
6.1K
New
$36.36 - $43.93 $222K - $268K
6.1K $222K
FDL
First Tr Morningstar Dividend

ETFs
5.5K
New
$39.59 - $43.95 $218K - $242K
5.5K $221K
TMO
Thermo Fisher Scientific Inc.

Healthcare
419
New
$501.29 - $612.85 $210K - $257K
419 $218K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.17K
New
$183.23 - $199.79 $215K - $234K
1.17K $217K
ITW
Illinois Tool Works Inc

Industrials
852
New
$253.56 - $278.5 $216K - $237K
852 $216K
DAL
Delta Air Lines, Inc.

Industrials
3.51K
New
$47.46 - $65.77 $167K - $231K
3.51K $212K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
9.08K
+ 36.27%
$23.02 - $23.23 $209K - $211K
34.1K $787K
SPMD
Spdr Portfolio

ETFs
3.81K
+ 34.86%
$54.13 - $59.56 $206K - $227K
14.7K $806K
EFG
Msci Eafe Growth ETF

ETFs
2.13K
New
$96.83 - $106.88 $206K - $228K
2.13K $206K
PGR
Progressive Corp

Financial Services
846
New
$239.6 - $268.88 $203K - $227K
846 $203K
IWF
Ishares Russell 1000 Gr ETF

ETFs
502
New
$370.24 - $418.94 $186K - $210K
502 $202K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
8.43K
New
$23.63 - $26.47 $199K - $223K
8.43K $200K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
351
+ 3.62%
$198.04 - $221.51 $69.5K - $77.8K
10.1K $2.12M
NOK
Nokia Corp

Technology
30K
New
$4.13 - $4.95 $124K - $149K
30K $133K
Innovator Etfs Trust
3.02K
+ 10.89%
N/A
30.8K $1.33M
IEMG
Ishares Inc

ETFs
5.29K
+ 17.59%
N/A
35.4K $1.85M
BOCT
Innovator U.S. Equity Buffer E

ETFs
2.44K
+ 24.08%
$42.04 - $44.04 $102K - $107K
12.6K $543K
JPM
Jpmorgan Chase & CO

Financial Services
62
+ 2.0%
$205.18 - $250.29 $12.7K - $15.5K
3.17K $759K
BSCW
Invesco Exg Tr Slf Indx Fd Tr
12.6K
+ 6.49%
N/A
208K $4.18M
LIT
Global X Fds Global X Lithium

ETFs
2.3K
+ 44.66%
$40.78 - $48.97 $93.8K - $113K
7.45K $304K
BNOV
Innovator U.S. Equity Buffer E

ETFs
1.77K
+ 21.68%
$38.08 - $39.98 $67.5K - $70.8K
9.95K $391K
IOCT
Innovator Etfs Tr Intl Dev Pow
3.19K
+ 26.57%
N/A
15.2K $445K
GOOG
Alphabet Inc.

Communication Services
68
+ 2.64%
$163.08 - $198.16 $11.1K - $13.5K
2.65K $504K
BALT
Innovator Etfs Tr
1.1K
+ 2.62%
$30.76 - $31.55 $33.9K - $34.8K
43.2K $1.36M
MINO
Pimco ETF Tr Municipal Income

ETFs
3.13K
+ 3.95%
$44.94 - $46.07 $141K - $144K
82.5K $3.72M
ARLP
Alliance Resource Partners LP

Energy
476
+ 2.44%
$24.84 - $28.58 $11.8K - $13.6K
20K $525K
SHYD
Vaneck Short High Yield Muni E

ETFs
1.55K
+ 15.74%
$22.45 - $22.81 $34.8K - $35.3K
11.4K $256K
BAC
Bank Of America Corp

Financial Services
18
+ 0.24%
$39.22 - $47.77 $706 - $860
7.51K $330K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
942
+ 6.43%
$47.26 - $48.18 $44.5K - $45.4K
15.6K $739K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
830
+ 7.62%
$44.33 - $49.55 $36.8K - $41.1K
11.7K $527K
BX
Blackstone Inc.

Financial Services
2
+ 0.14%
$148.45 - $199.05 $297 - $398
1.47K $254K
KOCT
Innovator Laddered Fund Of U.S
827
+ 6.25%
N/A
14.1K $430K
CORP
Pimco Investment Grade Corp Bd

ETFs
203
+ 7.42%
$95.1 - $99.41 $19.3K - $20.2K
2.94K $280K
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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