BCS Private Wealth Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BP BCS Private Wealth Management, Inc. | Institutional Filer | ▲ 12.45% | $329.1M | 186 |
Current Portfolio Holdings
Showing all 186 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | EAGL | 2023 ETF SERIES TRUST | — | 1.3M | $40.5M | 12.32% |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 26K | $12.4M | 3.77% |
| 3 | MSFT | Microsoft Corporation | Technology | 32K | $11.9M | 3.62% |
| 4 | JPM | JPMorgan Chase & Co. | Financial Services | 39K | $11.5M | 3.49% |
| 5 | LQD | ISHARES TR | — | 85K | $9.3M | 2.82% |
| 6 | AAPL | Apple Inc. | Technology | 32K | $8.1M | 2.47% |
| 7 | GOOGL | Alphabet Inc. | Technology | 28K | $8.0M | 2.44% |
| 8 | IGSB | ISHARES TR | — | 146K | $7.7M | 2.33% |
| 9 | VOO | VANGUARD INDEX FDS | — | 11K | $6.6M | 2.01% |
| 10 | IEFA | ISHARES TR | — | 68K | $6.1M | 1.86% |
| 11 | ITA | ISHARES TR | — | 27K | $6.0M | 1.82% |
| 12 | KMI | Kinder Morgan, Inc. | Energy | 170K | $5.7M | 1.73% |
| 13 | NEM | Newmont Corporation | Basic Materials | 51K | $5.5M | 1.68% |
| 14 | WM | Waste Management, Inc. | Industrials | 24K | $5.5M | 1.66% |
| 15 | NTR | Nutrien Ltd. | Basic Materials | 69K | $5.3M | 1.60% |
Showing 1 to 15 of 186 holdings