BW
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BCS Wealth Management13F | |
| BCS Wealth Management | |
| Last update 2025-04-14 | 243 Stocks (8 new) |
| Value $389.00 Mil | Turnover 4 % |
BCS Wealth Management Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 56,735 | 29,160.0 | +11.12% | 7.490 | +0.75% | 0.000 | +25.40% | +6.67% | 652,108.4 | ||
SCHX | Schwab U.S. Large-Cap ETF | 671,683 | 14,830.0 | -9.97% | 3.810 | -0.43% | 0.030 | +25.78% | +6.67% | 56,208.3 | ||
BSCP |
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
| 570,291 | 11,790.0 | -3.76% | 3.030 | -0.11% | 0.330 | +1.21% | +2.39% | 3,286.6 | ||
BSCQ |
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
| 576,198 | 11,220.0 | -1.30% | 2.880 | -0.04% | 0.260 | +1.49% | +2.60% | 4,243.8 | ||
SCHF | Schwab International Equity ETF | 505,445 | 10,000.0 | +9.74% | 2.570 | +0.23% | 0.020 | +25.12% | +20.11% | 48,896.1 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 113,123 | 8,930.0 | -4.71% | 2.290 | -0.11% | 0.030 | +2.21% | +3.45% | 34,879.0 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 172,073 | 8,790.0 | +0.18% | 2.260 | 0% | 0.030 | +17.88% | +4.35% | 27,010.9 | ||
BSCX |
Invesco BulletShares 2033 Corporate Bond ETF
Invesco BulletShares 2033 Corporate Bond ETF
| 418,341 | 8,740.0 | +2.33% | 2.250 | +0.05% | 1.610 | +3.27% | +4.46% | 614.6 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 106,074 | 8,530.0 | -1.28% | 2.190 | -0.03% | 0.030 | +32.71% | +8.60% | 37,736.0 | ||
SCHD | Schwab US Dividend Equity ETF | 277,186 | 7,750.0 | -2.84% | 1.990 | -0.06% | 0.010 | +13.45% | +1.90% | 71,180.0 |
BCS Wealth Management's Historical Top Holdings Breakdowns
BCS Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -1.05% | 209.68 ($231.67) 247.1 | $209.93 | -9.38% | Reduce -49.32% | 17,286 | -16,822 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.75% | 507.05 ($540.58) 563.67 | $570.93 | 5.61% | Add 11.12% | 56,735 | 5,676 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Reduce Reduce | -0.43% | 21.75 ($23.28) 24.28 | $24.58 | 5.58% | Reduce -9.97% | 671,683 | -74,398 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.36% | 95.85 ($97.76) 99.25 | $97.99 | 0.24% | Add 23.8% | 72,992 | 14,033 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | New Buy New Buy | +0.26% | 56.17 ($58.26) 59.71 | $56.83 | -2.46% | New holding | 18,025 | 18,025 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | New Buy New Buy | +0.23% | 51.45 ($55.7) 58.51 | $54.16 | -2.76% | New holding | 17,623 | 17,623 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Add Add | +0.23% | 18.36 ($19.62) 20.51 | $22.07 | 12.51% | Add 9.74% | 505,445 | 44,863 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -0.20% | 468.34 ($508.07) 539.52 | $552.63 | 8.77% | Reduce -18.51% | 6,920 | -1,572 | |
PFEB |
Innovator U.S. Equity Power Buffer ETF - February
Innovator U.S. Equity Power Buffer ETF - February
| 2025-03-31 | Add Add | +0.19% | 35.54 ($36.72) 37.42 | $38.09 | 3.73% | Add 15.57% | 153,825 | 20,724 | |
BSCY |
Invesco BulletShares 2034 Corporate Bond ETF
Invesco BulletShares 2034 Corporate Bond ETF
| 2025-03-31 | Add Add | +0.19% | 19.86 ($20.34) 20.68 | $20.55 | 1.05% | Add 16.48% | 253,679 | 35,889 |
BCS Wealth Management Total Holding History ($B)
BCS Wealth Management's Asset Allocation
BCS Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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BCS Wealth Management's Hypothetical Growth since 2025-03-31
BCS Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BCS Wealth Management's Holdings Heat Map
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BCS Wealth Management's Holdings Bubble Chart
BCS Wealth Management News
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