Bcs Wealth Management Reduced Holdings in Q4 2024

Bcs Wealth Management

  • $402 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-4.63K
- 8.63%
$99.2 - $108.47 $459K - $502K
49K $4.88M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-6.42K
- 23.34%
N/A
21.1K $1.96M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-13.6K
- 13.19%
$23.79 - $24.6 $324K - $335K
89.5K $2.13M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-3.85K
- 8.93%
$39.3 - $41.34 $151K - $159K
39.2K $1.55M
MOTI
Vaneck Morningstar Internation

ETFs
-3.88K
- 21.71%
$30.26 - $36.09 $118K - $140K
14K $424K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.65K
- 12.48%
$40.06 - $45.21 $106K - $120K
18.6K $756K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-6.6K
- 15.82%
$23.99 - $24.55 $158K - $162K
35.1K $843K
XOM
Exxon Mobil Corp

Energy
-14
- 0.08%
$105.51 - $125.37 $1.48K - $1.76K
16.7K $1.8M
BJUN
Innovator U.S. Equity Buffer E

ETFs
-4.36K
- 15.57%
N/A
23.6K $981K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-4.49K
- 12.38%
$36.63 - $37.8 $164K - $170K
31.8K $1.19M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-3.27K
- 23.91%
$44.7 - $46.74 $146K - $153K
10.4K $480K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-5.13K
- 6.77%
$39.04 - $40.41 $200K - $207K
70.7K $2.84M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-250
- 9.49%
$442.29 - $483.08 $111K - $121K
2.38K $1.08M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-3.46K
- 5.94%
$40.12 - $41.68 $139K - $144K
54.8K $2.26M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-909
- 11.34%
$88.59 - $94.57 $80.5K - $86K
7.11K $631K
PID
Invesco Exchange Traded Fd Tr

ETFs
-2.7K
- 7.76%
N/A
32.1K $588K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-805
- 3.41%
$43.84 - $48.76 $35.3K - $39.3K
22.8K $1M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-2.14K
- 7.25%
$28.6 - $29.27 $61.3K - $62.7K
27.4K $785K
IJAN
Innovator Etfs Tr Intl Dev Pwr
-1.64K
- 13.17%
N/A
10.8K $326K
SPY
Spdr S&P 500 ETF Trust

ETFs
-208
- 5.44%
$567.81 - $607.81 $118K - $126K
3.62K $2.12M
HDV
Ishares Core High Dividend ETF

ETFs
-412
- 8.36%
$110.82 - $121.28 $45.7K - $50K
4.52K $507K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-2.31K
- 8.64%
$41.16 - $42.25 $95.2K - $97.7K
24.5K $1.03M
IJUL
Innovator Etfs Tr

ETFs
-889
- 3.22%
$27.59 - $29.25 $24.5K - $26K
26.7K $739K
Innovator Etfs Trust
-1.7K
- 26.54%
N/A
4.71K $227K
NEE
Nextera Energy Inc

Utilities
-33
- 0.65%
$69.77 - $85.43 $2.3K - $2.82K
5.04K $361K
NJUL
Innovator Growth 100 Power Buf

Technology
-1.23K
- 17.54%
$60.22 - $63.94 $74.3K - $78.8K
5.8K $364K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.74K
- 9.84%
$11.42 - $12.5 $31.2K - $34.2K
25.1K $289K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-576
- 17.63%
$89.01 - $96.24 $51.3K - $55.4K
2.69K $242K
COST
Costco Wholesale Corp

Consumer Defensive
-89
- 9.13%
$873.59 - $994.69 $77.7K - $88.5K
886 $812K
IAPR
Innovator Etfs Tr Internationa

ETFs
-70
- 0.24%
$26.66 - $28.18 $1.87K - $1.97K
28.6K $763K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-1.29K
- 13.81%
$42.96 - $45.15 $55.2K - $58K
8.02K $355K
Innovator Etfs Trust
-1.3K
- 18.61%
N/A
5.7K $213K
RTX
Raytheon Technologies Corp

Industrials
-179
- 3.86%
$114.45 - $127.21 $20.5K - $22.8K
4.46K $516K
TFC
Truist Financial Corp

Financial Services
-1.45K
- 4.8%
$41.51 - $48.1 $60.3K - $69.8K
28.8K $1.25M
Innovator Etfs Trust
-784
- 6.24%
N/A
11.8K $296K
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-327
- 10.55%
N/A
2.77K $225K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-758
- 4.1%
$25.3 - $26.31 $19.2K - $19.9K
17.7K $453K
ABT
Abbott Laboratories

Healthcare
-115
- 2.03%
$111.93 - $119.39 $12.9K - $13.7K
5.56K $629K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.57K
- 2.96%
$35.71 - $37.1 $56K - $58.1K
51.4K $1.89M
KJUL
Innovator U.S. Small Cap Power

Technology
-667
- 6.99%
$28.78 - $30.34 $19.2K - $20.2K
8.88K $261K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1
- 0.03%
$80.13 - $83.77 $80.1 - $83.8
3.42K $274K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-846
- 2.78%
$43.33 - $45.42 $36.7K - $38.4K
29.6K $1.32M
KAPR
Innovator U.S. Small Cap Power

ETFs
-387
- 3.17%
$32.06 - $34.27 $12.4K - $13.3K
11.8K $387K
GLD
Spdr Gold Trust

ETFs
-27
- 3.14%
$236.59 - $257.5 $6.39K - $6.95K
832 $201K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-417
- 2.9%
$41.8 - $43.67 $17.4K - $18.2K
14K $599K
XLE
Energy Sector Spdr

ETFs
-10
- 0.36%
$83.32 - $97.27 $833 - $973
2.76K $236K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-395
- 4.72%
$46.38 - $47.95 $18.3K - $18.9K
7.98K $383K
PSEP
Innovator U.S. Equity Power Bu
-570
- 1.6%
N/A
35.1K $1.37M
META
Meta Platforms, Inc.

Communication Services
-20
- 2.22%
$554.08 - $632.68 $11.1K - $12.7K
879 $515K
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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