Portfolio (Quarterly)
Guide ↗
BCS Wealth Management
· CIK 0001798172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 784 | $368K | 0.04% | SOLD |
| 22 | IYW | ISHARES TR | — | 1,824 | $364K | 0.04% | SOLD |
| 23 | IJUN | INNOVATOR ETFS TRUST | — | 12,418 | $363K | 0.04% | SOLD |
| 24 | BX | BLACKSTONE INC | Financial Services | 2,352 | $363K | 0.04% | SOLD |
| 25 | EFA | ISHARES TR | — | 3,748 | $360K | 0.04% | SOLD |
| 26 | APRJ | INNOVATOR ETFS TRUST | — | 14,444 | $356K | 0.04% | SOLD |
| 27 | IBB | ISHARES TR | — | 2,078 | $351K | 0.04% | SOLD |
| 28 | XLG | INVESCO EXCHANGE TRADED FD T | — | 5,900 | $350K | 0.04% | SOLD |
| 29 | DIS | DISNEY WALT CO | Communication Services | 3,057 | $348K | 0.04% | SOLD |
| 30 | VMC | VULCAN MATLS CO | Basic Materials | 1,216 | $347K | 0.04% | SOLD |
| 31 | — | ISHARES TR | — | 15,374 | $345K | 0.04% | SOLD |
| 32 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2,312 | $339K | 0.03% | SOLD |
| 33 | IVE | ISHARES TR | — | 1,572 | $333K | 0.03% | SOLD |
| 34 | ICOW | PACER FDS TR | — | 8,590 | $332K | 0.03% | SOLD |
| 35 | NRG | NRG ENERGY INC | Utilities | 2,056 | $327K | 0.03% | SOLD |
| 36 | BAPR | INNOVATOR ETFS TRUST | — | 6,796 | $326K | 0.03% | SOLD |
| 37 | IYH | ISHARES TR | — | 5,000 | $326K | 0.03% | SOLD |
| 38 | ATO | ATMOS ENERGY CORP | Utilities | 1,926 | $323K | 0.03% | SOLD |
| 39 | CMI | CUMMINS INC | Industrials | 628 | $321K | 0.03% | SOLD |
| 40 | UJUN | INNOVATOR ETFS TRUST | — | 8,564 | $320K | 0.03% | 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%