Portfolio (Quarterly)
Guide ↗
BCS Wealth Management
· CIK 0001798172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | DHR | DANAHER CORPORATION | Healthcare | 1,010 | $231K | 0.02% | SOLD |
| 82 | SPGI | S&P GLOBAL INC | Financial Services | 442 | $231K | 0.02% | SOLD |
| 83 | SHOP | SHOPIFY INC | Technology | 1,434 | $231K | 0.02% | SOLD |
| 84 | PRU | PRUDENTIAL FINL INC | Financial Services | 2,030 | $229K | 0.02% | SOLD |
| 85 | BSMR | INVESCO EXCH TRD SLF IDX FD | — | 9,648 | $228K | 0.02% | SOLD |
| 86 | BINC | BLACKROCK ETF TRUST II | — | 4,292 | $226K | 0.02% | SOLD |
| 87 | ETHE | GRAYSCALE ETHEREUM TRUST ETF | Financial Services | 9,252 | $225K | 0.02% | SOLD |
| 88 | IGOV | ISHARES TR | — | 5,300 | $221K | 0.02% | SOLD |
| 89 | GLDM | WORLD GOLD TR | Financial Services | 2,582 | $220K | 0.02% | SOLD |
| 90 | ADBE | ADOBE INC | Technology | 624 | $218K | 0.02% | SOLD |
| 91 | EMLC | VANECK ETF TRUST | — | 8,440 | $218K | 0.02% | SOLD |
| 92 | ETH | GRAYSCALE ETHEREUM MINI TR E | Financial Services | 7,756 | $218K | 0.02% | SOLD |
| 93 | — | FORTINET INC | — | 2,740 | $218K | 0.02% | SOLD |
| 94 | — | UNILEVER PLC | — | 3,304 | $216K | 0.02% | SOLD |
| 95 | XLF | SELECT SECTOR SPDR TR | — | 3,928 | $215K | 0.02% | SOLD |
| 96 | — | CENCORA INC | — | 630 | $213K | 0.02% | SOLD |
| 97 | PGR | PROGRESSIVE CORP | Financial Services | 932 | $212K | 0.02% | SOLD |
| 98 | CORP | PIMCO ETF TR | — | 2,164 | $212K | 0.02% | SOLD |
| 99 | COP | CONOCOPHILLIPS | Energy | 2,261 | $212K | 0.02% | SOLD |
| 100 | DG | DOLLAR GEN CORP NEW | Consumer Defensive | 1,588 | $211K | 0.02% | 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%