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Home > Institutional Investor > Bcs Private Wealth Management, Inc. > Profile

Instuitional Investor - Bcs Private Wealth Management, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Bcs Private Wealth Management, Inc.
Portfolio Value	$329,088,705

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	2023 Etf Series Trust		1,332,608	$40,537,929	12.32%
2.	Berkshire Hathaway Inc	BRK.A	25,902	$12,412,238	3.77%
3.	Microsoft Corp	MSFT	32,215	$11,925,032	3.62%
4.	Jpmorgan Chase & Co	JPM	39,037	$11,483,124	3.49%
5.	Ishares Trust	IEF	85,242	$9,290,526	2.82%