BCS Wealth Management

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$235M
Signature - Title
Ashleigh Swayze - Counsel
Location
801 C Sunset Drive, Suite 100, Johnson City, TN
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 167 $235M +$28.6M -$7.14M +$21.4M BSCP, BSCQ, BSCO, VCSH, SPYG 13F-HR 10/17/2024, 10:37 AM
Q2 2024 155 $206M +$20.9M -$129M -$108M BSCP, BSCO, BSCQ, VCSH, SPYG 13F-HR 7/16/2024, 09:23 AM
Q1 2024 235 $312M +$34.8M -$7.89M +$26.9M VOO, SCHX, BSCP, BSCO, BSCQ 13F-HR 4/10/2024, 03:25 PM
Q4 2023 220 $272M +$29.7M -$16.9M +$12.8M SCHX, VOO, BSCO, BSCP, BSCQ 13F-HR 1/11/2024, 10:33 AM
Q3 2023 198 $240M +$109M -$3.76M +$106M SCHX, VOO, BSCO, BSCP, BSCN 13F-HR 10/12/2023, 03:11 PM
Q2 2023 113 $137M +$16.2M -$104M -$88M BSCO, BSCN, BSCP, VCSH, BSCQ 13F-HR 7/19/2023, 10:59 AM
Q1 2023 159 $221M +$39M -$65.3M -$26.2M SCHX, PG, VOO, BSCN, BSCO 13F-HR 4/10/2023, 03:57 PM
Q4 2022 191 $239M +$37.2M -$23.9M +$13.3M VOO, SCHX, SCHD, BSCN, BSCO 13F-HR 1/10/2023, 10:21 AM
Q3 2022 178 $213M +$21.6M -$21.4M +$235K VOO, SCHX, SCHD, BSCM, BSCN 13F-HR 10/7/2022, 11:02 AM
Q2 2022 175 $225M +$27.8M -$18.3M +$9.53M VOO, PG, SCHX, SCHD, BSCM 13F-HR 7/29/2022, 12:27 PM
Q1 2022 188 $241M +$23.9M -$39.3M -$15.4M VOO, SCHX, SCHD, BSCM, BSCN 13F-HR 4/28/2022, 10:20 AM
Q4 2021 198 $279M +$50.7M -$20.3M +$30.3M VOO, SCHX, PG, SCHD, BSCM 13F-HR 1/18/2022, 09:45 AM
Q3 2021 172 $236M +$54.7M -$6M +$48.7M VOO, SCHX, SCHD, BSCL, BSCM 13F-HR 10/25/2021, 10:31 AM
Q2 2021 154 $188M +$15.7M -$43.6M -$27.9M SCHX, BSCL, SCHD, BSCM, BSJL 13F-HR 7/21/2021, 10:52 AM
Q1 2021 156 $211M +$16.8M -$6.58M +$10.2M VOO, SCHX, BSCL, SCHD, BSCM 13F-HR 4/28/2021, 03:38 PM
Q4 2020 145 $193M +$22.4M -$22.2M +$232K VOO, SCHX, BSCL, SCHD, BSCM 13F-HR 1/21/2021, 12:01 PM
Q3 2020 128 $177M +$10.1M -$5.69M +$4.43M VOO, BSCK, SCHX, BSCL, BSJK 13F-HR 10/23/2020, 11:54 AM
Q2 2020 125 $167M +$9.91M -$1.94M +$7.97M VOO, BSCK, SCHX, BSCL, BSJK 13F-HR 7/20/2020, 06:59 PM
Q1 2020 107 $143M +$23.7M -$8.67M +$15M VOO, BSCK, BSCL, BSJK, SCHX 13F-HR 4/10/2020, 12:41 PM
Q4 2019 113 $150M $0 $0 VOO, BSCK, BSCL, BSJK, SCHX 13F-HR 2/10/2020, 04:27 PM