Portfolio (Quarterly)
Guide ↗
BCS Wealth Management
· CIK 0001798172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | — | 37,844 | $1.8M | 0.18% | SOLD |
| 2 | IVW | ISHARES TR | — | 7,726 | $952K | 0.10% | SOLD |
| 3 | QUAL | ISHARES TR | — | 3,224 | $640K | 0.07% | SOLD |
| 4 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 6,498 | $620K | 0.06% | SOLD |
| 5 | MBB | ISHARES TR | — | 5,876 | $560K | 0.06% | SOLD |
| 6 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 7,514 | $514K | 0.05% | SOLD |
| 7 | SHYD | VANECK ETF TRUST | — | 20,988 | $481K | 0.05% | SOLD |
| 8 | EFG | ISHARES TR | — | 3,682 | $419K | 0.04% | SOLD |
| 9 | QQQE | DIREXION SHS ETF TR | — | 4,042 | $413K | 0.04% | SOLD |
| 10 | BMAY | INNOVATOR ETFS TRUST | — | 8,982 | $403K | 0.04% | SOLD |
| 11 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 1,442 | $402K | 0.04% | SOLD |
| 12 | IWF | ISHARES TR | — | 840 | $398K | 0.04% | SOLD |
| 13 | ITW | ILLINOIS TOOL WKS INC | Industrials | 1,604 | $395K | 0.04% | SOLD |
| 14 | PTLC | PACER FDS TR | — | 7,080 | $394K | 0.04% | SOLD |
| 15 | KJAN | INNOVATOR ETFS TRUST | — | 9,316 | $386K | 0.04% | SOLD |
| 16 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,038 | $384K | 0.04% | SOLD |
| 17 | ABT | ABBOTT LABS | Healthcare | 3,060 | $383K | 0.04% | SOLD |
| 18 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,776 | $380K | 0.04% | SOLD |
| 19 | FEZ | SPDR INDEX SHS FDS | — | 5,902 | $380K | 0.04% | SOLD |
| 20 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 2,712 | $377K | 0.04% | SOLD |
Sector Allocation
Consumer Defensive
21.2%
Financial Services
16.1%
Technology
15.1%
Healthcare
8.7%
Industrials
8.5%
Basic Materials
7.8%
Consumer Cyclical
6.8%
Communication Services
6.3%
Energy
4.7%
Utilities
4.4%