BCS Wealth Management Diversified Active

CIK: 0001798172 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 17, 2024

Total Value ($000): $235 (100.0% shares, 0.0% debt)

Holdings (167)

INVESCO EXCH TRD SLF IDX FD 5.0%
Value ($000) $12 Shares 575,035 Est. Cost $1.33 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 4.6%
Value ($000) $11 Shares 552,899 Est. Cost $0.49 Unrealized
INVESCO EXCH TRD SLF IDX FD 3.9%
Value ($000) $9 Shares 431,135 Est. Cost $3.24 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 3.4%
Value ($000) $8 Shares 101,735 Est. Cost $53.13 Unrealized
SPYG SPDR SER TR 3.3%
Value ($000) $8 Shares 94,793 Est. Cost $16.87 Unrealized
SPYV SPDR SER TR 3.3%
Value ($000) $8 Shares 147,789 Est. Cost $11.28 Unrealized
BSCX INVESCO EXCH TRD SLF IDX FD 3.1%
Value ($000) $7 Shares 335,274 Est. Cost $0.02 Unrealized
MUNI PIMCO ETF TR 2.7%
Value ($000) $6 Shares 117,709 Est. Cost $8.79 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 2.6%
Value ($000) $6 Shares 313,412 Est. Cost $0.02 Unrealized
NOBL PROSHARES TR 2.4%
Value ($000) $6 Shares 53,624 Est. Cost $59.16 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $5 Shares 22,853 Est. Cost $181.13 Unrealized +22.5%
BSCS INVESCO EXCH TRD SLF IDX FD 2.1%
Value ($000) $5 Shares 239,545 Est. Cost $0.02 Unrealized
PFEB INNOVATOR ETFS TRUST 2.1%
Value ($000) $5 Shares 134,523 Est. Cost $6.60 Unrealized
SPDW SPDR INDEX SHS FDS 2.0%
Value ($000) $5 Shares 127,369 Est. Cost $7.32 Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD 1.7%
Value ($000) $4 Shares 194,957 Est. Cost $0.02 Unrealized
FLRN SPDR SER TR 1.6%
Value ($000) $4 Shares 123,835 Est. Cost $6.32 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 1.6%
Value ($000) $4 Shares 225,220 Est. Cost $0.02 Unrealized
MINO PIMCO ETF TR 1.6%
Value ($000) $4 Shares 79,321 Est. Cost $0.04 Unrealized
QQQ INVESCO QQQ TR 1.5%
Value ($000) $4 Shares 7,286 Est. Cost $213.25 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 1.4%
Value ($000) $3 Shares 178,161 Est. Cost $0.02 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 1.4%
Value ($000) $3 Shares 189,688 Est. Cost $0.02 Unrealized
PAUG INNOVATOR ETFS TRUST 1.3%
Value ($000) $3 Shares 81,329 Est. Cost $10.33 Unrealized
BOND PIMCO ETF TR 1.3%
Value ($000) $3 Shares 31,763 Est. Cost $27.53 Unrealized
PMAR INNOVATOR ETFS TRUST 1.3%
Value ($000) $3 Shares 75,821 Est. Cost $21.83 Unrealized
MOAT VANECK ETF TRUST 1.1%
Value ($000) $3 Shares 27,519 Est. Cost $46.89 Unrealized
COWZ PACER FDS TR 1.1%
Value ($000) $3 Shares 45,283 Est. Cost $20.71 Unrealized
MMIN NEW YORK LIFE INVTS ACTIVE E 1.1%
Value ($000) $3 Shares 103,125 Est. Cost $26.82 Unrealized
PJUL INNOVATOR ETFS TRUST 1.0%
Value ($000) $2 Shares 58,269 Est. Cost $8.07 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $2 Shares 19,420 Est. Cost $106.47 Unrealized +10.9%
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $2 Shares 3,827 Est. Cost $271.64 Unrealized
PDEC INNOVATOR ETFS TRUST 0.9%
Value ($000) $2 Shares 53,631 Est. Cost $5.16 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $2 Shares 16,710 Est. Cost $88.62 Unrealized +24.2%
QQQM INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $2 Shares 9,701 Est. Cost $0.20 Unrealized
PAPR INNOVATOR ETFS TRUST 0.8%
Value ($000) $2 Shares 53,016 Est. Cost $14.63 Unrealized
POCT INNOVATOR ETFS TRUST 0.8%
Value ($000) $2 Shares 48,597 Est. Cost $10.69 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $2 Shares 15,814 Est. Cost $77.82 Unrealized +45.2%
AMZN AMAZON COM INC 0.8%
Value ($000) $2 Shares 9,633 Est. Cost $134.76 Unrealized +35.4%
TOTL SSGA ACTIVE ETF TR 0.8%
Value ($000) $2 Shares 43,074 Est. Cost $41.08 Unrealized
IEMG ISHARES INC 0.7%
Value ($000) $2 Shares 30,064 Est. Cost $11.93 Unrealized
PSEP INNOVATOR ETFS TRUST 0.6%
Value ($000) $1 Shares 35,710 Est. Cost $26.01 Unrealized
BSCY INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $1 Shares 64,327 Est. Cost $0.02 Unrealized
PJUN INNOVATOR ETFS TRUST 0.6%
Value ($000) $1 Shares 36,261 Est. Cost $21.41 Unrealized
BJUL INNOVATOR ETFS TRUST 0.6%
Value ($000) $1 Shares 30,479 Est. Cost $12.42 Unrealized
BALT INNOVATOR ETFS TRUST 0.6%
Value ($000) $1 Shares 42,130 Est. Cost $20.58 Unrealized
TFC TRUIST FINL CORP 0.5%
Value ($000) $1 Shares 30,228 Est. Cost $26.95 Unrealized +46.9%
PNOV INNOVATOR ETFS TRUST 0.5%
Value ($000) $1 Shares 33,011 Est. Cost $24.86 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1 Shares 2,633 Est. Cost $362.47 Unrealized +22.0%
BDEC INNOVATOR ETFS TRUST 0.5%
Value ($000) $1 Shares 27,772 Est. Cost $0.03 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1 Shares 5,798 Est. Cost $136.91 Unrealized +30.5%
BJUN INNOVATOR ETFS TRUST 0.5%
Value ($000) $1 Shares 27,987 Est. Cost $21.69 Unrealized
NAPR INNOVATOR ETFS TRUST 0.5%
Value ($000) $1 Shares 22,831 Est. Cost $32.45 Unrealized
PJAN INNOVATOR ETFS TRUST 0.5%
Value ($000) $1 Shares 26,771 Est. Cost $12.94 Unrealized
CALF PACER FDS TR 0.5%
Value ($000) $1 Shares 23,595 Est. Cost $0.04 Unrealized
T AT&T INC 0.5%
Value ($000) $1 Shares 49,114 Est. Cost $14.81 Unrealized +26.8%
MMIT NEW YORK LIFE INVTS ACTIVE E 0.4%
Value ($000) $1 Shares 41,721 Est. Cost $20.03 Unrealized
VHT VANGUARD WORLD FD 0.4%
Value ($000) $1 Shares 3,600 Est. Cost $0.24 Unrealized
XLRE SELECT SECTOR SPDR TR 0.4%
Value ($000) $1 Shares 21,235 Est. Cost $0.04 Unrealized
BFEB INNOVATOR ETFS TRUST 0.4%
Value ($000) $1 Shares 20,767 Est. Cost $11.21 Unrealized
ANGL VANECK ETF TRUST 0.4%
Value ($000) $1 Shares 29,534 Est. Cost $14.39 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1 Shares 975 Est. Cost $591.86 Unrealized +45.6%
GCOW PACER FDS TR 0.4%
Value ($000) $1 Shares 23,134 Est. Cost $11.39 Unrealized
IAPR INNOVATOR ETFS TRUST 0.3%
Value ($000) $1 Shares 28,661 Est. Cost $9.46 Unrealized
IJUL INNOVATOR ETFS TRUST 0.3%
Value ($000) $1 Shares 27,588 Est. Cost $12.18 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1 Shares 4,837 Est. Cost $137.33 Unrealized +21.4%
ISHARES TR 0.3%
Value ($000) $1 Shares 29,465 Est. Cost $0.02 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $1 Shares 8,014 Est. Cost $60.88 Unrealized
BAUG INNOVATOR ETFS TRUST 0.3%
Value ($000) $1 Shares 17,081 Est. Cost $17.13 Unrealized
SHM SPDR SER TR 0.3%
Value ($000) $1 Shares 14,661 Est. Cost $23.44 Unrealized
UAUG INNOVATOR ETFS TRUST 0.3%
Value ($000) $1 Shares 19,956 Est. Cost $0.03 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1 Shares 34,800 Est. Cost $0.02 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $1 Shares 936 Est. Cost $43.86 Unrealized +52.5%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1 Shares 1,127 Est. Cost $371.47 Unrealized +47.6%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $1 Shares 3,106 Est. Cost $159.56 Unrealized +28.4%
ABT ABBOTT LABS 0.3%
Value ($000) $1 Shares 5,676 Est. Cost $101.24 Unrealized +5.8%
PMAY INNOVATOR ETFS TRUST 0.3%
Value ($000) $1 Shares 18,284 Est. Cost $13.57 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $1 Shares 4,078 Est. Cost $31.62 Unrealized
MOTI VANECK ETF TRUST 0.3%
Value ($000) $1 Shares 17,889 Est. Cost $20.49 Unrealized
V VISA INC 0.3%
Value ($000) $1 Shares 2,264 Est. Cost $238.81 Unrealized +12.1%
ISHARES TR 0.3%
Value ($000) $1 Shares 24,808 Est. Cost $0.02 Unrealized
ISHARES TR 0.3%
Value ($000) $1 Shares 26,315 Est. Cost $0.02 Unrealized
BMAR INNOVATOR ETFS TRUST 0.3%
Value ($000) $1 Shares 13,662 Est. Cost $0.04 Unrealized
IBTE ISHARES TR 0.3%
Value ($000) $1 Shares 25,634 Est. Cost $0.02 Unrealized
BSEP INNOVATOR ETFS TRUST 0.3%
Value ($000) $1 Shares 14,375 Est. Cost $31.28 Unrealized
SPMD SPDR SER TR 0.3%
Value ($000) $1 Shares 10,928 Est. Cost $0.05 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $1 Shares 4,929 Est. Cost $89.22 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1 Shares 25,026 Est. Cost $0.02 Unrealized
UAPR INNOVATOR ETFS TRUST 0.2%
Value ($000) $1 Shares 18,875 Est. Cost $26.44 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $1 Shares 4,635 Est. Cost $84.00 Unrealized +32.2%
BSJO INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1 Shares 23,030 Est. Cost $8.63 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $1 Shares 899 Est. Cost $258.42 Unrealized +98.2%
SPSM SPDR SER TR 0.2%
Value ($000) $0 Shares 10,895 Est. Cost $26.53 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 5,973 Est. Cost $47.78 Unrealized
IBDR ISHARES TR 0.2%
Value ($000) $0 Shares 20,102 Est. Cost $0.02 Unrealized
ARLP ALLIANCE RESOURCE PARTNERS L 0.2%
Value ($000) $0 Shares 19,495 Est. Cost $0.02 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $0 Shares 10,846 Est. Cost $31.49 Unrealized +21.9%
HYMB SPDR SER TR 0.2%
Value ($000) $0 Shares 18,479 Est. Cost $13.46 Unrealized
IBDS ISHARES TR 0.2%
Value ($000) $0 Shares 19,655 Est. Cost $0.02 Unrealized
IBDV ISHARES TR 0.2%
Value ($000) $0 Shares 21,589 Est. Cost $0.02 Unrealized
IBDU ISHARES TR 0.2%
Value ($000) $0 Shares 20,258 Est. Cost $0.02 Unrealized
IBTG ISHARES TR 0.2%
Value ($000) $0 Shares 20,607 Est. Cost $0.02 Unrealized
IBDT ISHARES TR 0.2%
Value ($000) $0 Shares 18,593 Est. Cost $0.02 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $0 Shares 2,578 Est. Cost $117.84 Unrealized +42.8%
BOCT INNOVATOR ETFS TRUST 0.2%
Value ($000) $0 Shares 10,119 Est. Cost $0.04 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $0 Shares 5,073 Est. Cost $64.42 Unrealized +16.2%
NJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $0 Shares 7,031 Est. Cost $34.04 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $0 Shares 858 Est. Cost $378.42 Unrealized +22.0%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 1,853 Est. Cost $0.20 Unrealized
IJAN INNOVATOR ETFS TRUST 0.2%
Value ($000) $0 Shares 12,422 Est. Cost $0.03 Unrealized
BAPR INNOVATOR ETFS TRUST 0.2%
Value ($000) $0 Shares 9,304 Est. Cost $20.70 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $0 Shares 1,540 Est. Cost $243.57 Unrealized -6.4%
KOCT INNOVATOR ETFS TRUST 0.2%
Value ($000) $0 Shares 13,235 Est. Cost $0.03 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $0 Shares 2,311 Est. Cost $156.57 Unrealized +0.9%
KAPR INNOVATOR ETFS TRUST 0.2%
Value ($000) $0 Shares 12,206 Est. Cost $0.03 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.2%
Value ($000) $0 Shares 16,938 Est. Cost $15.77 Unrealized +30.7%
BJAN INNOVATOR ETFS TRUST 0.2%
Value ($000) $0 Shares 8,377 Est. Cost $0.04 Unrealized
BMAY INNOVATOR ETFS TRUST 0.2%
Value ($000) $0 Shares 9,800 Est. Cost $17.31 Unrealized
ISHARES TR 0.2%
Value ($000) $0 Shares 14,037 Est. Cost $25.93 Unrealized
UMAR INNOVATOR ETFS TRUST 0.2%
Value ($000) $0 Shares 10,718 Est. Cost $28.46 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA 0.2%
Value ($000) $0 Shares 11,194 Est. Cost $24.04 Unrealized +33.7%
IOCT INNOVATOR ETFS TRUST 0.2%
Value ($000) $0 Shares 11,992 Est. Cost $0.02 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $0 Shares 27,804 Est. Cost $12.59 Unrealized
IMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $0 Shares 12,566 Est. Cost $0.03 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $0 Shares 1,015 Est. Cost $209.69 Unrealized +43.7%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $0 Shares 1,646 Est. Cost $140.40 Unrealized +44.1%
BNOV INNOVATOR ETFS TRUST 0.1%
Value ($000) $0 Shares 8,175 Est. Cost $22.17 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 4,497 Est. Cost $0.07 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $0 Shares 516 Est. Cost $0.53 Unrealized
NJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $0 Shares 6,414 Est. Cost $0.04 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $0 Shares 7,492 Est. Cost $28.06 Unrealized +38.2%
QQQE DIREXION SHS ETF TR 0.1%
Value ($000) $0 Shares 3,268 Est. Cost $0.08 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $0 Shares 1,048 Est. Cost $217.63 Unrealized +29.2%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 1,432 Est. Cost $0.19 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $0 Shares 3,418 Est. Cost $0.08 Unrealized
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $0 Shares 13,904 Est. Cost $0.02 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $0 Shares 4,750 Est. Cost $0.06 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $0 Shares 1,423 Est. Cost $181.33 Unrealized 0.0%
KJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $0 Shares 9,543 Est. Cost $18.42 Unrealized
CORP PIMCO ETF TR 0.1%
Value ($000) $0 Shares 2,736 Est. Cost $99.60 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $0 Shares 3,100 Est. Cost $0.07 Unrealized
KJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $0 Shares 7,007 Est. Cost $0.04 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $0 Shares 793 Est. Cost $279.32 Unrealized +12.1%
BOTZ GLOBAL X FDS 0.1%
Value ($000) $0 Shares 7,738 Est. Cost $0.03 Unrealized
ISHARES TR 0.1%
Value ($000) $0 Shares 10,710 Est. Cost $0.02 Unrealized
DRSK ETF SER SOLUTIONS 0.1%
Value ($000) $0 Shares 8,732 Est. Cost $28.01 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $0 Shares 11,972 Est. Cost $0.02 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 2,770 Est. Cost $0.09 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $0 Shares 2,218 Est. Cost $99.87 Unrealized
IBTH ISHARES TR 0.1%
Value ($000) $0 Shares 10,062 Est. Cost $0.02 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $0 Shares 1,470 Est. Cost $133.67 Unrealized 0.0%
LIT GLOBAL X FDS 0.1%
Value ($000) $0 Shares 5,150 Est. Cost $0.04 Unrealized
IBTK ISHARES TR 0.1%
Value ($000) $0 Shares 11,167 Est. Cost $0.02 Unrealized
SHYD VANECK ETF TRUST 0.1%
Value ($000) $0 Shares 9,835 Est. Cost $0.02 Unrealized
IBTI ISHARES TR 0.1%
Value ($000) $0 Shares 9,827 Est. Cost $0.02 Unrealized
IBTJ ISHARES TR 0.1%
Value ($000) $0 Shares 9,991 Est. Cost $0.02 Unrealized
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $0 Shares 1,349 Est. Cost $116.80 Unrealized +23.9%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $0 Shares 1,464 Est. Cost $137.26 Unrealized 0.0%
BSM BLACK STONE MINERALS L P 0.1%
Value ($000) $0 Shares 14,130 Est. Cost $0.02 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 2,356 Est. Cost $0.09 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $0 Shares 200 Est. Cost $964.05 Unrealized +14.8%
BSJQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $0 Shares 8,942 Est. Cost $0.02 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $0 Shares 859 Est. Cost $0.24 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $0 Shares 1,758 Est. Cost $105.91 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $0 Shares 389 Est. Cost $489.86 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $0 Shares 967 Est. Cost $202.83 Unrealized +0.7%
M MACYS INC 0.1%
Value ($000) $0 Shares 10,081 Est. Cost $16.24 Unrealized 0.0%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $0 Shares 10,490 Est. Cost $0.01 Unrealized
AUPH AURINIA PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 12,170 Est. Cost $10.38 Unrealized -40.3%