Bcs Private Wealth Management, Inc. Top Holdings and 13F Report (2025) About Bcs Private Wealth Management, Inc.Investment ActivityBcs Private Wealth Management, Inc. has $266.01 thousand in total holdings as of June 30, 2025.Bcs Private Wealth Management, Inc. owns shares of 166 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Largest Holdings 2023 ETF SERIES TRUST $30,716Microsoft $12,983Berkshire Hathaway $11,720JPMorgan Chase & Co. $11,278iShares 1-5 Year Investment Grade Corporate Bond ETF $9,111 Sector AllocationMap of 500 Largest Holdings ofBcs Private Wealth Management, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSector2023 ETF SERIES TRUST$30,7161,017,76311.5%EAGLE CAPITAL SEMSFTMicrosoft$12,98326,1004.9%Computer and TechnologyBRK.BBerkshire Hathaway$11,72024,1264.4%FinanceJPMJPMorgan Chase & Co.$11,27838,9034.2%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$9,111172,6953.4%ManufacturingOSCROscar Health$8,031374,5793.0%FinanceVOOVanguard S&P 500 ETF$6,74711,8422.5%ETFIEFAiShares Core MSCI EAFE ETF$5,62267,3512.1%ETFAAPLApple$4,90623,9111.8%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$4,85225,7201.8%ETFWMWaste Management$4,81421,0391.8%Business ServicesKMIKinder Morgan$4,728160,8081.8%EnergyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$4,70342,9101.8%FinancePGProcter & Gamble$4,65629,2261.8%Consumer StaplesECLEcolab$4,63317,1531.7%Basic MaterialsTMOThermo Fisher Scientific$4,31310,6261.6%MedicalIBMInternational Business Machines$4,17714,1681.6%Computer and TechnologyIVViShares Core S&P 500 ETF$3,9946,4331.5%ETFGOOGLAlphabet$3,75521,3061.4%Computer and TechnologyIVOLQuadratic Interest Rate Volatility and Inflation Hedge ETF$3,581183,0621.3%ETFNEMNewmont$3,51260,2761.3%Basic MaterialsNTRNutrien$3,44758,6411.3%Basic MaterialsGPCGenuine Parts$3,34727,3611.3%Retail/WholesaleNTRSNorthern Trust$3,16824,8401.2%FinanceAXPAmerican Express$3,1339,8211.2%FinancePPLPPL$3,12591,5251.2%UtilitiesXBISPDR S&P Biotech ETF$2,99636,1261.1%ETFUNPUnion Pacific$2,96612,8921.1%TransportationERICEricsson$2,519297,0980.9%Computer and TechnologyVZVerizon Communications$2,49957,7520.9%Computer and TechnologyGDXVanEck Gold Miners ETF$2,42146,5060.9%ETFQCOMQUALCOMM$2,38314,9650.9%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,32712,8030.9%ETFKMBKimberly-Clark$2,22617,1140.8%Consumer StaplesBNDVanguard Total Bond Market ETF$2,16029,3350.8%ETFCCJCameco$2,13528,7560.8%Basic MaterialsITWIllinois Tool Works$1,9287,7500.7%IndustrialsIWViShares Russell 3000 ETF$1,8405,2410.7%ETFDHRDanaher$1,8099,1440.7%MedicalMSMorgan Stanley$1,68311,9470.6%FinanceVBVanguard Small-Cap ETF$1,6757,0430.6%ETFVOVanguard Mid-Cap ETF$1,5725,5980.6%ETFBRK.ABerkshire Hathaway$1,45820.5%FinanceVTWOVanguard Russell 2000 ETF$1,42316,3200.5%ETFLLYEli Lilly and Company$1,2771,6380.5%MedicalINGRIngredion$1,2279,0460.5%Consumer StaplesSPYSPDR S&P 500 ETF Trust$1,1551,8640.4%FinanceDUKDuke Energy$1,0588,9700.4%UtilitiesIJHiShares Core S&P Mid-Cap ETF$1,05717,0400.4%ETFSLViShares Silver Trust$1,05332,1000.4%ETFCSCOCisco Systems$1,02614,7910.4%Computer and TechnologyINDAiShares MSCI India ETF$1,02618,4310.4%ETFSDYSPDR S&P Dividend ETF$9897,2900.4%ETFGSThe Goldman Sachs Group$9831,3880.4%FinanceNXJNuveen New Jersey Quality Municipal Income Fund$97885,5500.4%Financial ServicesVTIPVanguard Short-Term Inflation-Protected Securities ETF$96919,2730.4%ManufacturingNFLXNetflix$9296940.3%Consumer DiscretionaryHDHome Depot$9092,4780.3%Retail/WholesaleEIXEdison International$87616,9850.3%UtilitiesABTAbbott Laboratories$8756,4350.3%MedicalTMUST-Mobile US$8583,6000.3%Computer and TechnologyAMZNAmazon.com$8483,8650.3%Retail/WholesaleTAT&T$83328,7950.3%Computer and TechnologyAMGNAmgen$8242,9500.3%MedicalBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$79223,8800.3%ETFAGIAlamos Gold$74327,9870.3%Basic MaterialsGEGE Aerospace$7082,7490.3%AerospaceMDTMedtronic$7078,0400.3%MedicalEWZiShares MSCI Brazil ETF$69924,2200.3%ETFDVYEiShares Emerging Markets Dividend ETF$66623,2300.3%ETFVSECVSE$6665,0870.3%ConstructionNBBNuveen Taxable Municipal Income Fund$65040,8550.2%Financial ServicesXOMExxon Mobil$6455,9790.2%EnergyMETAMeta Platforms$6398660.2%Computer and TechnologyBABoeing$6313,0100.2%AerospacePWRQuanta Services$6201,6410.2%ConstructionCOSTCostco Wholesale$5875930.2%Retail/WholesaleDOCUDocusign$5767,3900.2%Computer and TechnologyTIPiShares TIPS Bond ETF$5745,2150.2%ETFCWCurtiss-Wright$5731,1730.2%AerospaceOVVOvintiv$56314,8000.2%EnergyCASYCasey's General Stores$5511,0800.2%Retail/WholesaleGPKGraphic Packaging$53125,0480.2%IndustrialsCLColgate-Palmolive$5205,7250.2%Consumer StaplesIWRiShares Russell Mid-Cap ETF$4855,2700.2%ETFLOWLowe's Companies$4782,1540.2%Retail/WholesaleNVTnVent Electric$4786,5310.2%Computer and TechnologyBSVVanguard Short-Term Bond ETF$4695,9580.2%ETFPWZInvesco California AMT-Free Municipal Bond ETF$46720,0000.2%ETFWABWabtec$4602,1990.2%TransportationKOCocaCola$4556,3770.2%Consumer StaplesAPGAPi Group$4518,8250.2%Business ServicesFIFiserv$4502,6090.2%Business ServicesIWMiShares Russell 2000 ETF$4432,0510.2%FinanceXESSPDR S&P Oil & Gas Equipment & Services ETF$4386,9000.2%ETFGLDSPDR Gold Shares$4371,4350.2%FinanceMODModine Manufacturing$4334,4000.2%Auto/Tires/TrucksHCAHCA Healthcare$4321,1270.2%MedicalCBOECboe Global Markets$4151,7790.2%Financial ServicesDTHWisdomTree International High Dividend Fund$4088,8130.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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