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  Name: BCR Wealth Strategies LLC
  City: VESTAVIA
  State: AL
  Zip: 35173
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $147,726,000
  Total Value Change : $8,246,000
  Securities Held Change : 2
   
All Securities Held : 21
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 10
  Unchanged Positions : 4
  Decreased Positions : 5

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 20 New $1,096.33 $245,000 271 0.17% 245,000 271 0    Semiconductor - Speci...
   (WMS)1 Year Chart         WMS Advanced Drainage Systems, ... 21 New $173.49 $230,000 1,335 0.16% 230,000 1,335 0.002    N/A

      2 Records Found
  1    
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