StockDriftsStockDriftsTop 50 BCS Private Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EAGL | 2023 ETF SERIES TRUST | 12.32% | 1.33M | $40.5M | +32.00%(+323.05K) | $29.62(+9.31%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.77% | 25.9K | $12.4M | +12.50%(+2.88K) | $504.08(-3.68%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.62% | 32.2K | $11.9M | +25.22%(+6.49K) | $436.23(-7.11%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.49% | 39.0K | $11.5M | +7.27%(+2.65K) | $269.22(+11.53%) | 2026-03-31 | |
| LQD | ISHARES TR | 2.82% | 85.2K | $9.3M | +45.02%(+26.46K) | $109.65(-0.94%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.47% | 32.0K | $8.1M | +19.92%(+5.32K) | $224.11(+33.36%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.44% | 27.9K | $8.0M | +27.89%(+6.08K) | $195.08(+106.38%) | 2026-03-31 | |
| IGSB | ISHARES TR | 2.33% | 145.9K | $7.7M | -0.54%(-785) | $52.55(-0.32%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.01% | 11.1K | $6.6M | -3.60%(-414) | $556.40(+22.65%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.86% | 67.6K | $6.1M | +0.31%(+206) | $80.40(+20.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.77% | +2.34% |
| Top 20 Holdings Unweighted | +4.98% | +15.71% |
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