Bcs Wealth Management New Holdings in Q4 2024

Bcs Wealth Management

  • $402 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
51.1K
New
$521.84 - $558.82 $26.6M - $28.5M
51.1K $27.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
746K
New
$22.4 - $68.28 $16.7M - $50.9M
746K $17.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
461K
New
$18.41 - $40.87 $8.48M - $18.8M
461K $8.52M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
285K
New
$26.93 - $84.95 $7.68M - $24.2M
285K $7.79M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
59K
New
$96.64 - $101.23 $5.7M - $5.97M
59K $5.71M
SCHA
Schwab Strategic Tr Us Small C

ETFs
216K
New
$25.33 - $51.16 $5.48M - $11.1M
216K $5.59M
VUG
Vanguard Growth ETF

ETFs
12.5K
New
$378.79 - $428.11 $4.74M - $5.36M
12.5K $5.14M
VTV
Vanguard Value ETF

ETFs
27.9K
New
$168.32 - $181.87 $4.69M - $5.07M
27.9K $4.72M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
58K
New
$67.29 - $73.38 $3.9M - $4.25M
58K $3.94M
LLY
Eli Lilly & CO

Healthcare
5.08K
New
$727.2 - $932.06 $3.69M - $4.73M
5.08K $3.92M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
141K
New
$22.01 - $66.82 $3.1M - $9.4M
141K $3.19M
RGLD
Royal Gold Inc

Basic Materials
20.6K
New
$131.05 - $154.26 $2.71M - $3.18M
20.6K $2.72M
MSFT
Microsoft Corp

Technology
6.07K
New
$406.35 - $454.46 $2.46M - $2.76M
6.07K $2.56M
FNDX
Schwab Fundamental U S Large C

ETFs
97.9K
New
$23.49 - $71.77 $2.3M - $7.03M
97.9K $2.32M
VXF
Vanguard Extended Market ETF

ETFs
11.9K
New
$179.17 - $207.15 $2.13M - $2.46M
11.9K $2.25M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
79.9K
New
$27.54 - $83.04 $2.2M - $6.64M
79.9K $2.22M
VB
Vanguard Small Cap ETF

ETFs
8.63K
New
$233.76 - $261.58 $2.02M - $2.26M
8.63K $2.07M
SCHV
Schwab Strategic Tr Us Large C

ETFs
73.4K
New
$25.79 - $80.4 $1.89M - $5.9M
73.4K $1.92M
PG
Procter & Gamble CO

Consumer Defensive
11.2K
New
$161.05 - $179.7 $1.8M - $2.01M
11.2K $1.88M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
45.1K
New
$40.97 - $42.66 $1.85M - $1.92M
45.1K $1.87M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
17.3K
New
$105.45 - $117.99 $1.83M - $2.04M
17.3K $1.84M
SCHC
Schwab Strategic Tr Intl Small

ETFs
42.5K
New
$33.93 - $38.37 $1.44M - $1.63M
42.5K $1.46M
PH
Parker Hannifin Corp

Industrials
2.22K
New
$621.74 - $709.46 $1.38M - $1.58M
2.22K $1.41M
SHW
Sherwin Williams CO

Basic Materials
3.74K
New
$338.75 - $399.71 $1.27M - $1.49M
3.74K $1.27M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
21.1K
New
$58.88 - $64.8 $1.24M - $1.37M
21.1K $1.25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
27.9K
New
$44.04 - $49.49 $1.23M - $1.38M
27.9K $1.23M
PFE
Pfizer Inc

Healthcare
45.7K
New
$24.8 - $30.19 $1.13M - $1.38M
45.7K $1.21M
SCHG
Schwab Strategic Tr Us Large C

ETFs
42.3K
New
$25.93 - $105.3 $1.1M - $4.45M
42.3K $1.18M
CL
Colgate Palmolive CO

Consumer Defensive
12.8K
New
$90.22 - $102.31 $1.15M - $1.31M
12.8K $1.16M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
40.4K
New
$26.63 - $30.23 $1.08M - $1.22M
40.4K $1.08M
VBR
Vanguard Small Cap Value ETF

ETFs
5.2K
New
$197.36 - $217.3 $1.03M - $1.13M
5.2K $1.03M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
21.7K
New
$45.07 - $47.1 $979K - $1.02M
21.7K $981K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
40.4K
New
$22.63 - $47.53 $914K - $1.92M
40.4K $917K
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.98K
New
$124.26 - $134.12 $867K - $936K
6.98K $898K
VBK
Vanguard Small Cap Growth ETF

ETFs
3.09K
New
$264.18 - $304.19 $815K - $939K
3.09K $864K
IVV
Ishares Core S&P 500 ETF

ETFs
1.41K
New
$570.51 - $610.59 $804K - $860K
1.41K $830K
WMT
Walmart Inc.

Consumer Defensive
9.03K
New
$79.1 - $95.7 $714K - $864K
9.03K $816K
MAR
Marriott International Inc

Consumer Cyclical
2.84K
New
$246.06 - $292.59 $699K - $832K
2.84K $793K
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
KO
Coca Cola CO

Consumer Defensive
10.1K
New
$61.74 - $71.71 $624K - $725K
10.1K $629K
VOT
Vanguard Mid Cap Growth Index

ETFs
2.45K
New
$241.48 - $274.89 $591K - $673K
2.45K $621K
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
Track This Portfolio

Track Bcs Wealth Management Portfolio

Follow Bcs Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bcs Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bcs Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email