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  Name: BSC PRIVATE WEALTH MANAGEMENT LLC
  City: Elgin
  State: IL
  Zip: 60124
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $892,427,000
  Total Value Change : $76,281,000
  Securities Held Change : 14
   
All Securities Held : 155
  New Positions : 14
  Closed Positions : 4
  Increased Positions : 55
  Unchanged Positions : 29
  Decreased Positions : 57

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Holdings Found : 14     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
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 15 New $96.24 $15,294,000 154,099 1.71% 15,294,000 154,099 0.002    Closed - End Fund - E...
   (MBG)1 Year Chart         MBG Spdr Brcly Captl Mrtg Bkd 17 New $21.31 $14,653,000 663,949 1.64% 14,653,000 663,949 0.119    Gambling/Resorts
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 49 New $81.28 $2,409,000 29,369 0.27% 2,409,000 29,369 0.003    Closed - End Fund - E...
   (JMUB)1 Year Chart         JMUB Jpmorgan Municipal Etf 56 New $0.00 $1,698,000 33,327 0.19% 1,698,000 33,327 0.037    N/A
   (IDNA)1 Year Chart         IDNA Ishares Genomics Immunology... 66 New $23.23 $1,233,000 53,594 0.14% 1,233,000 53,594 1.261    N/A
   (SCHJ)1 Year Chart         SCHJ Schwab 1-5 Year Corporate B... 72 New $0.00 $818,000 16,900 0.09% 818,000 16,900 0.188    N/A
   (STOT)1 Year Chart         STOT Spdr Doubleline Short Durat... 82 New $0.00 $624,000 13,330 0.07% 624,000 13,330 0.452    N/A
   (CFT)1 Year Chart         CFT iShares Barclays Credit Bond 99 New $49.87 $427,000 8,323 0.05% 427,000 8,323 0.007    Closed - End Fund - E...
   (PINS)1 Year Chart         PINS Pinterest, Inc. 116 New $42.00 $335,000 9,034 0.04% 335,000 9,034 0.002    N/A
   (IRBO)1 Year Chart         IRBO Ishares Robotics And Artifi... 128 New $0.00 $270,000 7,840 0.03% 270,000 7,840 0.126    N/A
   (SPTS)1 Year Chart         SPTS Spdr Barclays Short Term Tr... 129 New $29.48 $267,000 9,179 0.03% 267,000 9,179 0.003    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 144 New $105.79 $223,000 2,468 0.02% 223,000 2,468 0    Entertainment - Diver...
   (CRSP)1 Year Chart         CRSP Crispr Therapeutics Ag 146 New $51.17 $209,000 3,337 0.02% 209,000 3,337 0.005    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 148 New $50.18 $204,000 3,990 0.02% 204,000 3,990 0    N/A
      14 Records Found
  1    
Page 1 of 1
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