Portfolio (Quarterly)
Guide ↗
BCS Wealth Management
· CIK 0001798172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | ISEP | INNOVATOR ETFS TRUST | — | 6,426 | $209K | 0.02% | SOLD |
| 102 | TXN | TEXAS INSTRS INC | Technology | 1,200 | $208K | 0.02% | SOLD |
| 103 | WPC | WP CAREY INC | Real Estate | 3,200 | $206K | 0.02% | SOLD |
| 104 | FNCL | FIDELITY COVINGTON TRUST | — | 2,630 | $204K | 0.02% | SOLD |
| 105 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 4,070 | $204K | 0.02% | SOLD |
| 106 | ISCF | ISHARES TR | — | 4,860 | $202K | 0.02% | SOLD |
| 107 | NOC | NORTHROP GRUMMAN CORP | Industrials | 352 | $201K | 0.02% | SOLD |
| 108 | F | FORD MTR CO | Consumer Cyclical | 13,292 | $174K | 0.02% | SOLD |
| 109 | PGX | INVESCO EXCH TRADED FD TR II | — | 10,768 | $121K | 0.01% | 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%