Bcs Wealth Management Sells in Q3 2025

Bcs Wealth Management

  • $409 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.1K
- 0.86%
$78.96 - $80.04 $87K - $88.2K
126K $10.1M
MAR
Marriott International Inc

Consumer Cyclical
-30
- 1.53%
$255.35 - $282.87 $7.66K - $8.49K
1.93K $502K
BSCV
Invesco ETF Self Indexed Fd Tr
-4.4K
- 1.51%
$16.39 - $16.83 $72.2K - $74.1K
286K $4.78M
ETN
Eaton Corp PLC

Industrials
-138
- 10.97%
$342.99 - $392.76 $47.3K - $54.2K
1.12K $419K
MBB
Ishares Tr

ETFs
-342
- 10.43%
$92.46 - $95.73 $31.6K - $32.7K
2.94K $279K
VBR
Vanguard Small Cap Value ETF

ETFs
-392
- 9.9%
$195.41 - $212.37 $76.6K - $83.2K
3.57K $744K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-406
- 7.94%
$72.57 - $74.72 $29.5K - $30.3K
4.71K $350K
EFG
Msci Eafe Growth ETF

ETFs
-260
- 12.38%
$106.99 - $114.46 $27.8K - $29.8K
1.84K $209K
DUK
Duke Energy Corp

Utilities
-579
- 7.15%
$116.31 - $125.93 $67.3K - $72.9K
7.52K $930K
WM
Waste Management Inc

Industrials
-64
- 6.31%
$213.88 - $237.1 $13.7K - $15.2K
951 $210K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-620
- 10.64%
$42.18 - $43.86 $26.2K - $27.2K
5.21K $228K
AMAT
Applied Materials Inc

Technology
-290
- 14.89%
$156.25 - $204.95 $45.3K - $59.4K
1.66K $339K
SHYD
Vaneck Short High Yield Muni E

ETFs
-889
- 7.81%
$22.31 - $23.01 $19.8K - $20.5K
10.5K $240K
IVW
Ishares S&P 500 Growth ETF

ETFs
-525
- 11.96%
$108.97 - $121.65 $57.2K - $63.9K
3.86K $466K
UNP
Union Pacific Corp

Industrials
-120
- 4.73%
$214.91 - $237.16 $25.8K - $28.5K
2.42K $571K
FDX
Fedex Corp

Industrials
-69
- 6.83%
$217.1 - $243.2 $15K - $16.8K
941 $221K
ITW
Illinois Tool Works Inc

Industrials
-72
- 8.33%
$252.31 - $269.41 $18.2K - $19.4K
792 $206K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-2.46K
- 4.09%
$42.21 - $43.91 $104K - $108K
57.6K $2.53M
UNH
Unitedhealth Group Inc

Healthcare
-185
- 9.89%
$237.77 - $353.61 $44K - $65.4K
1.69K $582K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-4K
- 9.71%
$30.13 - $33.37 $120K - $133K
37.2K $1.24M
NEE
Nextera Energy Inc

Utilities
-453
- 8.25%
$69.77 - $77.54 $31.6K - $35.1K
5.04K $380K
SO
Southern CO

Utilities
-142
- 3.11%
$90.83 - $96.0 $12.9K - $13.6K
4.43K $419K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-397
- 1.74%
$23.69 - $24.32 $9.4K - $9.66K
22.4K $543K
SHW
Sherwin Williams CO

Basic Materials
-27
- 0.72%
$330.88 - $375.23 $8.93K - $10.1K
3.74K $1.29M
BX
Blackstone Inc.

Financial Services
-195
- 11.69%
$152.77 - $188.68 $29.8K - $36.8K
1.47K $251K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-107
- 1.41%
$26.84 - $28.32 $2.87K - $3.03K
7.47K $207K
CVS
Cvs Health Corp

Healthcare
-252
- 6.76%
$58.75 - $76.5 $14.8K - $19.3K
3.48K $262K
HDV
Ishares Core High Dividend ETF

ETFs
-63
- 2.25%
$118.16 - $123.66 $7.44K - $7.79K
2.74K $335K
LOW
Lowes Companies Inc

Consumer Cyclical
-187
- 9.95%
$215.01 - $273.02 $40.2K - $51.1K
1.69K $425K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-179
- 3.53%
$50.7 - $54.86 $9.08K - $9.82K
4.89K $267K
BOTZ
Global X Fds

ETFs
-469
- 4.76%
$32.14 - $35.96 $15.1K - $16.9K
9.39K $332K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-737
- 2.37%
$39.79 - $41.15 $29.3K - $30.3K
30.4K $1.25M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-28
- 1.3%
$181.56 - $190.33 $5.08K - $5.33K
2.13K $404K
MOTI
Vaneck Morningstar Internation

ETFs
-214
- 2.59%
$34.53 - $37.86 $7.39K - $8.1K
8.05K $298K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-113
- 0.66%
$37.73 - $38.9 $4.26K - $4.4K
16.9K $656K
VEA
Vanguard Ftse Developed Market

ETFs
-63
- 0.9%
$56.02 - $60.3 $3.53K - $3.8K
6.97K $417K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-174
- 1.6%
$48.97 - $51.59 $8.52K - $8.98K
10.7K $551K
BALT
Innovator Etfs Tr
-107
- 0.3%
$32.11 - $32.82 $3.44K - $3.51K
35.8K $1.17M
SOXX
Ishares Semiconductor ETF

ETFs
-6
- 0.7%
$236.93 - $271.12 $1.42K - $1.63K
849 $230K
AES
Aes Corp

Utilities
-1.74K
- 9.13%
$10.77 - $13.94 $18.7K - $24.3K
17.3K $227K
LMT
Lockheed Martin Corp

Industrials
-45
- 3.21%
$410.74 - $499.21 $18.5K - $22.5K
1.36K $677K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-52
- 0.5%
$62.09 - $66.51 $3.23K - $3.46K
10.4K $680K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-495
- 6.25%
$30.06 - $36.69 $14.9K - $18.2K
7.43K $272K
MRK
Merck & Co., Inc.

Healthcare
-516
- 3.17%
$77.6 - $87.37 $40K - $45.1K
15.7K $1.32M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-886
- 3.88%
$68.24 - $73.73 $60.5K - $65.3K
22K $1.61M
VGT
Vanguard Information Technolog

ETFs
-1
- 0.19%
$656.44 - $753.15 $656 - $753
526 $392K
CAT
Caterpillar Inc

Industrials
-355
- 14.58%
$390.92 - $477.15 $139K - $169K
2.08K $992K
RTX
Raytheon Technologies Corp

Industrials
-273
- 6.28%
$144.19 - $167.33 $39.4K - $45.7K
4.07K $681K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-152
- 0.45%
$38.1 - $40.7 $5.79K - $6.19K
33.8K $1.34M
Activity Summary
Buys All Purchases 55 New Holdings 7 Increased Positions 48 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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