Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: BCS Wealth Management
  City: JOHNSON CITY
  State: TN
  Zip: 37604
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $311,701,000
  Total Value Change : $40,143,000
  Securities Held Change : 15
   
All Securities Held : 235
  New Positions : 18
  Closed Positions : 4
  Increased Positions : 99
  Unchanged Positions : 47
  Decreased Positions : 71

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 17     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BSCX)1 Year Chart         BSCX Invesco Bulletshares 2033 C... 91 New $0.00 $760,000 36,433 0.24% 760,000 36,433 0    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 118 New $0.00 $581,000 9,196 0.19% 581,000 9,196 0.002    N/A
   (BMAR)1 Year Chart         BMAR Innovator S&p 500 Buffer Et... 120 New $0.00 $571,000 13,699 0.18% 571,000 13,699 0.152    N/A
   (BJAN)1 Year Chart         BJAN Innovator S&p 500 Buffer Etf 168 New $0.00 $366,000 8,408 0.12% 366,000 8,408 0.205    N/A
   (IMAR)1 Year Chart         IMAR Innovator International Dev... New $0.00 $324,000 12,566 0.1% 324,000 12,566 0.14    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 185 New $105.35 $299,000 2,444 0.1% 299,000 2,444 0    Entertainment - Diver...
   (NJAN)1 Year Chart         NJAN Innovator Nasdaq-100 Power ... 190 New $0.00 $280,000 6,414 0.09% 280,000 6,414 0    N/A
   (CIBR)1 Year Chart         CIBR First Trust Nasdaq Cea Cybe... 194 New $0.00 $268,000 4,750 0.09% 268,000 4,750 0.038    N/A
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 197 New $79.36 $263,000 3,271 0.08% 263,000 3,271 0    Closed - End Fund - Debt
   (KJAN)1 Year Chart         KJAN Innovator Russell 2000 Powe... 198 New $0.00 $259,000 7,317 0.08% 259,000 7,317 0.081    N/A
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 203 New $178.68 $247,000 1,342 0.08% 247,000 1,342 0    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 213 New $524.12 $233,000 444 0.07% 233,000 444 0    Closed - End Fund - E...
   (IBM)1 Year Chart         IBM International Business Mach... 215 New $167.36 $227,000 1,188 0.07% 227,000 1,188 0    Diversified Computer ...
   (LRCX)1 Year Chart         LRCX Lam Research Corp 218 New $912.54 $214,000 220 0.07% 214,000 220 0    Semiconductor Equipme...
   (PHYS)1 Year Chart         PHYS Sprott Physical Goldtr Units 220 New $18.26 $208,000 12,009 0.07% 208,000 12,009 0.006    Closed - End Fund - Debt
   (SQM)1 Year Chart         SQM Chemical & Mining Co Of Chi... 221 New $49.51 $202,000 4,100 0.06% 202,000 4,100 0.002    Synthetics
   (PSLV)1 Year Chart         PSLV Sprott Physical Silver Trus... 226 New $9.65 $87,000 10,490 0.03% 87,000 10,490 0.001    Closed - End Fund - E...
      17 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us