CIK 2044001
BCS Private Wealth Management, Inc.
Institutional 13F holdings & portfolio
Holdings
175
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 151–175 of 175
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VRRM | VERRA MOBILITY CORP | 12K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 334 | $100K–$500K | SH |
| PFE | PFIZER INC | 11K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 3K | $100K–$500K | SH |
| DHI | D R HORTON INC | 2K | $100K–$500K | SH |
| XOP | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| DLR | DIGITAL RLTY TR INC | 2K | $100K–$500K | SH |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | 25K | $100K–$500K | SH |
| ISTB | ISHARES TR | 5K | $100K–$500K | SH |
| DLTR | DOLLAR TREE INC | 2K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| VITL | VITAL FARMS INC | 7K | $100K–$500K | SH |
| UTWO | RBB FD INC | 5K | $100K–$500K | SH |
| NYF | ISHARES TR | 4K | $100K–$500K | SH |
| BA-PA | BOEING CO | 3K | $100K–$500K | SH |
| INGR | INGREDION INC | 2K | $100K–$500K | SH |
| EPI | WISDOMTREE TR | 5K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 900 | $100K–$500K | SH |
| UFI | UNIFI INC | 43K | $100K–$500K | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 11K | $100K–$500K | SH |
| NNY | NUVEEN N Y MUN VALUE FD | 15K | $100K–$500K | SH |
| EDAP | EDAP TMS S A | 13K | $15K–$50K | SH |