BCS Wealth Management

Latest statistics and disclosures from BCS Wealth Management's latest quarterly 13F-HR filing:

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Positions held by BCS Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for BCS Wealth Management

BCS Wealth Management holds 263 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.2 $38M +17% 67k 568.02
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.2 $20M +18% 799k 24.44
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Procter & Gamble Company (PG) 3.3 $15M +814% 97k 159.32
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.1 $14M +26% 641k 22.10
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 2.5 $12M 561k 20.68
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.5 $12M +2% 592k 19.52
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 2.2 $10M 107k 95.32
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $10M +12% 127k 79.50
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Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 2.0 $9.3M +4% 437k 21.20
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 2.0 $9.3M +2% 177k 52.34
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Ishares Tr Core Us Aggbd Et (AGG) 1.9 $8.8M +20% 88k 99.20
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.8 $8.2M +11% 310k 26.50
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.7 $7.7M +3% 391k 19.65
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.4 $6.5M +8% 315k 20.49
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $5.9M +15% 232k 25.30
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Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) 1.2 $5.8M +9% 278k 20.75
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Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 1.2 $5.6M -3% 148k 38.01
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Vanguard Whitehall Fds Intl High Etf (VYMI) 1.2 $5.6M +10% 70k 80.11
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Vanguard Index Fds Growth Etf (VUG) 1.2 $5.4M 12k 438.41
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Vanguard Index Fds Value Etf (VTV) 1.1 $5.2M +5% 29k 176.75
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $5.2M -3% 128k 40.49
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Apple (AAPL) 1.1 $5.1M +44% 25k 205.19
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 1.1 $5.0M +10% 265k 18.70
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Pimco Etf Tr Active Bd Etf (BOND) 1.1 $5.0M +24% 54k 92.18
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Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 1.1 $4.9M +5% 238k 20.60
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.0 $4.8M -25% 94k 51.36
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Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 1.0 $4.8M +8% 291k 16.53
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NVIDIA Corporation (NVDA) 1.0 $4.6M +44% 29k 157.99
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Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 1.0 $4.5M +9% 271k 16.78
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Microsoft Corporation (MSFT) 0.9 $4.4M +26% 8.9k 497.46
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $4.2M +10% 7.6k 551.66
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Eli Lilly & Co. (LLY) 0.9 $4.0M +3% 5.1k 779.61
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.8 $3.7M +15% 67k 55.10
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Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.7M +4% 12k 303.91
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Royal Gold (RGLD) 0.8 $3.7M 21k 177.83
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.8 $3.7M -11% 37k 100.71
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.8 $3.6M +36% 146k 24.54
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Amazon (AMZN) 0.7 $3.2M 15k 219.36
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $3.1M 130k 23.83
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Spdr Series Trust Bloomberg Invt (FLRN) 0.7 $3.0M -14% 99k 30.83
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $2.9M +32% 68k 42.58
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.7M +21% 4.4k 617.86
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Exxon Mobil Corporation (XOM) 0.6 $2.7M +64% 25k 107.80
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Ishares Core Msci Emkt (IEMG) 0.6 $2.6M +8% 43k 60.02
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.6 $2.6M +6% 11k 227.10
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.5 $2.5M 60k 42.24
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $2.5M +9% 13k 192.67
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.5 $2.5M -10% 62k 40.46
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.5 $2.4M +25% 24k 101.22
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $2.4M +14% 85k 27.66
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Pimco Etf Tr Muni Income Opp (MINO) 0.5 $2.3M -37% 53k 44.23
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Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.5 $2.2M +7% 55k 40.01
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.5 $2.2M +32% 59k 37.30
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.5 $2.1M -3% 48k 43.85
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $2.1M +13% 74k 28.05
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Vanguard Index Fds Small Cp Etf (VB) 0.4 $2.0M -2% 8.3k 237.01
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Pacer Fds Tr Us Small Cap Cas (CALF) 0.4 $1.9M +137% 49k 39.82
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Kimberly-Clark Corporation (KMB) 0.4 $1.8M NEW 14k 128.93
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.8M +40% 3.6k 485.71
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.4 $1.7M 40k 43.74
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.4 $1.7M -12% 42k 41.29
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $1.7M +41% 59k 29.21
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At&t (T) 0.4 $1.7M +20% 58k 28.93
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Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.3 $1.6M -6% 40k 39.52
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.6M 23k 69.09
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Parker-Hannifin Corporation (PH) 0.3 $1.6M +7% 2.3k 698.62
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $1.6M -15% 17k 93.78
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Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 0.3 $1.4M 31k 45.15
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.3M 27k 49.45
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Sherwin-Williams Company (SHW) 0.3 $1.3M 3.8k 343.34
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Merck & Co (MRK) 0.3 $1.3M +2% 16k 79.15
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Pacer Fds Tr Globl Cash Etf (GCOW) 0.3 $1.3M 34k 37.96
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Truist Financial Corp equities (TFC) 0.3 $1.3M +3% 30k 42.99
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $1.2M +10% 41k 30.15
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.3 $1.2M +11% 31k 39.77
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $1.2M +34% 53k 23.24
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Costco Wholesale Corporation (COST) 0.3 $1.2M +79% 1.2k 989.57
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Netflix (NFLX) 0.3 $1.2M +21% 899.00 1339.27
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Bank of America Corporation (BAC) 0.3 $1.2M +237% 25k 47.32
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Pfizer (PFE) 0.3 $1.2M +9% 49k 24.23
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Abbvie (ABBV) 0.3 $1.2M +7% 6.4k 185.59
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New York Life Invts Active E Nyli Mackay Muni (MMIN) 0.3 $1.2M -37% 51k 23.32
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $1.2M +60% 30k 40.01
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Colgate-Palmolive Company (CL) 0.3 $1.2M 13k 90.92
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Innovator Etfs Trust Defined Wlt Shld (BALT) 0.2 $1.2M -21% 36k 32.07
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Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.2 $1.1M 28k 40.88
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Meta Platforms Cl A (META) 0.2 $1.1M +78% 1.5k 737.84
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Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.2 $1.1M -3% 21k 51.02
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Chevron Corporation (CVX) 0.2 $1.1M +48% 7.5k 143.26
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Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $1.1M -4% 24k 44.06
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Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.2 $1.1M +2% 24k 43.76
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Ishares Tr Core Total Usd (IUSB) 0.2 $1000k 22k 46.22
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Visa Com Cl A (V) 0.2 $998k +65% 2.8k 355.03
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $984k +34% 5.6k 176.19
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Tesla Motors (TSLA) 0.2 $979k +159% 3.1k 317.55
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Duke Energy Corp Com New (DUK) 0.2 $955k +359% 8.1k 117.97
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Caterpillar (CAT) 0.2 $945k +16% 2.4k 388.09
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Vanguard World Health Car Etf (VHT) 0.2 $928k +3% 3.7k 248.33
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Verizon Communications (VZ) 0.2 $910k +29% 21k 43.26
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Wal-Mart Stores (WMT) 0.2 $888k +20% 9.1k 97.77
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JPMorgan Chase & Co. (JPM) 0.2 $886k +34% 3.1k 289.92
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Johnson & Johnson (JNJ) 0.2 $885k +52% 5.8k 152.82
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Innovator Etfs Trust Intrnl Dev Aprl (IAPR) 0.2 $885k +13% 30k 29.23
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $884k -4% 6.5k 135.04
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $879k 1.4k 620.76
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $874k -38% 22k 40.10
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Home Depot (HD) 0.2 $870k +46% 2.4k 366.78
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $860k +14% 41k 21.16
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Alphabet Cap Stk Cl C (GOOG) 0.2 $851k +90% 4.8k 177.44
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Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.2 $848k -10% 18k 47.11
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Schwab Strategic Tr Fundamental Intl (FNDC) 0.2 $847k +25% 20k 42.06
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $829k 3.0k 277.07
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Ishares Tr Global 100 Etf (IOO) 0.2 $827k 7.7k 107.78
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Spdr Series Trust Portfolio S&p400 (SPMD) 0.2 $821k 15k 54.41
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $805k +96% 16k 49.05
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $801k +21% 28k 28.65
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Abbott Laboratories (ABT) 0.2 $794k +6% 5.8k 136.08
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Broadcom (AVGO) 0.2 $790k +77% 2.9k 275.74
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $788k -23% 14k 56.86
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Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 0.2 $788k -19% 18k 44.65
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Coca-Cola Company (KO) 0.2 $778k +14% 11k 70.72
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $776k 9.2k 84.80
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Ge Aerospace Com New (GE) 0.2 $776k +37% 3.0k 257.47
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Sprott Physical Gold Tr Unit (PHYS) 0.2 $774k -6% 31k 25.35
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $772k +11% 4.0k 195.05
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Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.2 $758k -5% 33k 23.06
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $745k -22% 14k 54.44
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $730k +35% 3.7k 197.30
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Spdr Series Trust Nuveen Ice Short (SHM) 0.2 $701k -2% 15k 47.80
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $696k 2.4k 284.43
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Innovator Etfs Trust Intrnl Dev July (IJUL) 0.1 $679k -10% 21k 31.95
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Alliance Resource Partners L Ut Ltd Part (ARLP) 0.1 $659k +12% 25k 26.12
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International Business Machines (IBM) 0.1 $655k +97% 2.2k 294.78
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $650k +8% 11k 62.05
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Lockheed Martin Corporation (LMT) 0.1 $649k +3% 1.4k 462.91
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $645k +14% 3.2k 204.57
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.1 $642k +3% 17k 37.76
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $638k -12% 15k 41.44
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Raytheon Technologies Corp (RTX) 0.1 $634k -2% 4.3k 145.95
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Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.1 $631k -7% 14k 46.05
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $624k +57% 19k 33.00
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $623k +10% 26k 24.37
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $622k -11% 21k 29.28
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McDonald's Corporation (MCD) 0.1 $604k +5% 2.1k 292.35
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Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.1 $591k 19k 31.31
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UnitedHealth (UNH) 0.1 $584k +15% 1.9k 312.13
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Union Pacific Corporation (UNP) 0.1 $584k +9% 2.5k 230.10
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Ishares Tr Eafe Value Etf (EFV) 0.1 $580k +7% 9.1k 63.45
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Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.1 $565k -3% 28k 20.51
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Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.1 $560k 12k 45.45
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New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.1 $543k -36% 23k 23.86
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Mastercard Incorporated Cl A (MA) 0.1 $542k +17% 965.00 561.66
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $541k 4.0k 134.91
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Marriott Intl Cl A (MAR) 0.1 $535k -2% 2.0k 273.24
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Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.1 $533k 11k 49.07
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $530k +47% 7.4k 71.26
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $511k -2% 6.5k 78.76
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Philip Morris International (PM) 0.1 $501k +91% 2.8k 182.05
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Boston Scientific Corporation (BSX) 0.1 $483k +34% 4.5k 107.50
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $483k 4.4k 110.07
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Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $471k -6% 11k 42.64
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Select Sector Spdr Tr Technology (XLK) 0.1 $469k 1.9k 253.24
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $465k 2.8k 164.31
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Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.1 $461k +20% 14k 32.39
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Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.1 $459k -12% 10k 45.14
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Eaton Corp SHS (ETN) 0.1 $449k +23% 1.3k 356.92
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Microstrategy Cl A New (MSTR) 0.1 $433k +5% 1.1k 403.92
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Regions Financial Corporation (RF) 0.1 $433k 18k 23.50
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Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.1 $425k +9% 11k 39.47
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Innovator Etfs Trust International Dv (IOCT) 0.1 $420k -2% 13k 32.91
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Southern Company (SO) 0.1 $420k NEW 4.6k 91.86
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Lowe's Companies (LOW) 0.1 $417k 1.9k 221.81
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Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) 0.1 $403k 11k 37.60
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $401k 7.0k 57.02
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $392k NEW 2.2k 181.57
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Spdr Series Trust Nuveen Ice High (HYMB) 0.1 $391k 16k 24.75
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Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.1 $382k NEW 7.6k 50.33
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Nextera Energy (NEE) 0.1 $381k +8% 5.5k 69.42
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $380k 2.9k 133.15
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Deere & Company (DE) 0.1 $377k +9% 741.00 508.77
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $377k NEW 5.1k 73.73
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Ishares Tr Ibonds Dec 25 (IBMN) 0.1 $376k 14k 26.79
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Ge Vernova (GEV) 0.1 $375k NEW 709.00 528.91
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Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) 0.1 $372k -8% 12k 30.50
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Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $367k -9% 7.3k 50.27
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Cisco Systems (CSCO) 0.1 $366k NEW 5.3k 69.38
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TowneBank (TOWN) 0.1 $363k -5% 11k 34.18
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $359k 4.8k 75.58
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Applied Materials (AMAT) 0.1 $356k +17% 1.9k 182.85
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Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 0.1 $354k -13% 8.6k 41.25
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Vanguard World Inf Tech Etf (VGT) 0.1 $349k +2% 527.00 662.24
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Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $349k 5.1k 67.96
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $334k 1.8k 182.91
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Oracle Corporation (ORCL) 0.1 $332k NEW 1.5k 218.85
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Ishares Tr Core High Dv Etf (HDV) 0.1 $328k -4% 2.8k 117.18
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Bristol Myers Squibb (BMY) 0.1 $327k +21% 7.1k 46.34
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $322k +27% 9.9k 32.65
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McKesson Corporation (MCK) 0.1 $320k NEW 437.00 732.27
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Ishares Tr Mbs Etf (MBB) 0.1 $308k -4% 3.3k 93.90
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Vanguard World Mega Grwth Ind (MGK) 0.1 $306k 835.00 366.47
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Royal Caribbean Cruises (RCL) 0.1 $304k 970.00 313.40
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $291k -42% 3.6k 81.01
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Honeywell International (HON) 0.1 $289k NEW 1.2k 232.88
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Vaneck Etf Trust Mrngstr Int Moat (MOTI) 0.1 $286k -28% 8.3k 34.62
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $281k 4.2k 67.11
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $279k 3.4k 82.81
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $276k -51% 2.9k 93.94
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Wells Fargo & Company (WFC) 0.1 $274k NEW 3.4k 80.12
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Innovator Etfs Trust Innovator Intl D (IMAR) 0.1 $274k -19% 9.7k 28.20
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Spdr Gold Tr Gold Shs (GLD) 0.1 $272k NEW 893.00 304.59
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Fs Kkr Capital Corp (FSK) 0.1 $272k 13k 20.78
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Pimco Dynamic Income SHS (PDI) 0.1 $264k 14k 18.99
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $263k +16% 2.4k 109.31
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Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.1 $263k -10% 7.7k 34.17
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Amgen (AMGN) 0.1 $263k +19% 942.00 279.19
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Lam Research Corp Com New (LRCX) 0.1 $258k NEW 2.6k 97.47
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Innovator Etfs Trust Prem Inc 40 Barr (OCTQ) 0.1 $258k 11k 23.84
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CVS Caremark Corporation (CVS) 0.1 $257k -6% 3.7k 68.90
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $257k -13% 5.1k 50.72
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Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.1 $257k 11k 22.58
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Select Sector Spdr Tr Communication (XLC) 0.1 $256k 2.4k 108.61
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $255k NEW 4.2k 61.33
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Walt Disney Company (DIS) 0.1 $253k NEW 2.0k 123.84
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Blackstone Group Inc Com Cl A (BX) 0.1 $249k +13% 1.7k 149.28
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Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.1 $249k -18% 4.9k 50.82
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Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.1 $246k -18% 5.8k 42.21
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $244k 2.3k 106.46
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Select Sector Spdr Tr Energy (XLE) 0.1 $243k +3% 2.9k 84.94
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Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $239k 7.9k 30.16
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $235k 2.1k 111.85
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $233k NEW 458.00 508.73
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Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.1 $233k NEW 10k 23.38
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Waste Management (WM) 0.0 $232k +5% 1.0k 228.57
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FedEx Corporation (FDX) 0.0 $230k +3% 1.0k 227.72
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salesforce (CRM) 0.0 $229k NEW 841.00 272.29
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Adobe Systems Incorporated (ADBE) 0.0 $227k NEW 587.00 386.71
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Black Stone Minerals Com Unit (BSM) 0.0 $225k +16% 17k 13.07
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Pepsi (PEP) 0.0 $223k NEW 1.7k 131.95
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First Tr Exchange-traded SHS (FDL) 0.0 $221k -2% 5.3k 41.96
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Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) 0.0 $217k 7.4k 29.17
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Texas Instruments Incorporated (TXN) 0.0 $217k NEW 1.0k 207.66
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Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.0 $214k NEW 6.0k 35.76
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Illinois Tool Works (ITW) 0.0 $214k NEW 864.00 247.69
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Advanced Micro Devices (AMD) 0.0 $212k NEW 1.5k 141.81
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Macy's (M) 0.0 $209k NEW 18k 11.68
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $209k 8.3k 25.09
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Enbridge (ENB) 0.0 $208k NEW 4.6k 45.28
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Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) 0.0 $205k -9% 3.8k 54.59
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Spdr Series Trust S&p Divid Etf (SDY) 0.0 $205k NEW 1.5k 136.03
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.0 $205k -39% 7.6k 27.05
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Altria (MO) 0.0 $204k NEW 3.5k 58.62
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $204k NEW 855.00 238.60
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Cardinal Health (CAH) 0.0 $204k NEW 1.2k 167.90
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American Express Company (AXP) 0.0 $203k NEW 636.00 319.18
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Fidelity Covington Trust Msci Energy Idx (FENY) 0.0 $202k NEW 8.6k 23.48
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Progressive Corporation (PGR) 0.0 $202k NEW 757.00 266.84
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Vanguard World Utilities Etf (VPU) 0.0 $202k NEW 1.1k 176.42
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AES Corporation (AES) 0.0 $200k NEW 19k 10.50
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Mid-America Apartment (MAA) 0.0 $200k 1.3k 148.26
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Amphenol Corp Cl A (APH) 0.0 $200k NEW 2.0k 98.67
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Orchid Is Cap Com New (ORC) 0.0 $178k +90% 25k 7.00
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Soundhound Ai Class A Com (SOUN) 0.0 $110k NEW 10k 10.69
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Aurinia Pharmaceuticals (AUPH) 0.0 $103k 12k 8.46
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Past Filings by BCS Wealth Management

SEC 13F filings are viewable for BCS Wealth Management going back to 2019

View all past filings