BCU Wealth Advisors, LLC Portfolio Holdings
Q3 2025•60 long positions•$245.8M portfolio value
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Holding60 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $108.7M 44.24% | +$4.5M Bought | — 2.8M shares | 2.7M → 2.8M +$4.5M | +4.34% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $34.2M 13.93% | +$2.1M Bought | — 1.0M shares | 979.8K → 1.0M +$2.1M | +6.58% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $16.2M 6.57% | +$1.3M Bought | — 335.3K shares | 307.8K → 335.3K +$1.3M | +8.93% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $10.9M 4.44% | +$294.0K Bought | — 340.0K shares | 330.8K → 340.0K +$294.0K | +2.77% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $10.1M 4.1% | +$710.2K Bought | — 235.4K shares | 218.8K → 235.4K +$710.2K | +7.59% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $5.9M 2.4% | -$1.2M Sold | — 126.3K shares | 152.6K → 126.3K −$1.2M | -17.22% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $4.4M 1.78% | +$290.6K Bought | — 103.8K shares | 96.9K → 103.8K +$290.6K | +7.1% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $4.2M 1.72% | +$202.8K Bought | — 6.3K shares | 6.0K → 6.3K +$202.8K | +5.05% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $3.9M 1.58% | +$539.1K Bought | — 65.5K shares | 56.4K → 65.5K +$539.1K | +16.14% | — — | Q1 2024 Held for 1y 9m | |
ETF ETF | $3.7M 1.51% | +$429.9K Bought | — 155.9K shares | 137.9K → 155.9K +$429.9K | +13.07% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $3.5M 1.43% | -$404.2K Sold | — 29.1K shares | 32.4K → 29.1K −$404.2K | -10.32% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $3.3M 1.35% | -$214.5K Sold | — 17.1K shares | 18.2K → 17.1K −$214.5K | -6.07% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $3.1M 1.24% | -$174.3K Sold | — 45.1K shares | 47.7K → 45.1K −$174.3K | -5.39% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $2.8M 1.15% | +$367.2K Bought | — 13.7K shares | 11.9K → 13.7K +$367.2K | +14.97% | — — | Q1 2024 Held for 1y 9m | |
ETF ETF | $2.6M 1.04% | +$1.3M Bought | — 7.7K shares | 3.8K → 7.7K +$1.3M | +99.9% | — — | Q2 2025 Held for 6 months | |
ETF ETF | $2.4M 0.974% | +$155.0K Bought | — 36.3K shares | 34.0K → 36.3K +$155.0K | +6.93% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $2.0M 0.814% | +$367.6K Bought | — 19.4K shares | 15.9K → 19.4K +$367.6K | +22.49% | — — | Q2 2025 Held for 6 months | |
ETF ETF | $1.9M 0.773% | -$145.7K Sold | — 20.0K shares | 21.5K → 20.0K −$145.7K | -7.12% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $1.4M 0.563% | +$52.3K Bought | — 26.0K shares | 25.0K → 26.0K +$52.3K | +3.93% | — — | Q1 2024 Held for 1y 9m | |
Unknown Unknown | $1.4M 0.558% | +$110.6K Bought | — 36.2K shares | 33.3K → 36.2K +$110.6K | +8.77% | — — | Q2 2025 Held for 6 months | |
Drug Manufacturers - General Healthcare | $1.2M 0.474% | +$6.9K Bought | 0.0% 5.0K shares | 5.0K → 5.0K +$6.9K | +0.6% | $409.03B Mega Cap | Q4 2023 Held for 2 years | |
ETF ETF | $1.1M 0.452% | +$121.9K Bought | — 21.7K shares | 19.3K → 21.7K +$121.9K | +12.31% | — — | Q2 2025 Held for 6 months | |
Unknown Unknown | $1.0M 0.412% | +$715.2K Bought | — 13.9K shares | 4.1K → 13.9K +$715.2K | +240.06% | — — | Q4 2024 Held for 1 year | |
ETF ETF | $1.0M 0.409% | +$280.6K Bought | — 3.9K shares | 2.8K → 3.9K +$280.6K | +38.66% | — — | Q4 2024 Held for 1 year | |
Medical - Healthcare Plans Healthcare | $735.1K 0.299% | +$4.3K Bought | 0.001% 9.8K shares | 9.7K → 9.8K +$4.3K | +0.59% | $95.6B Large Cap | Q4 2023 Held for 2 years | |
ETF ETF | $682.8K 0.278% | +$976.5 Bought | — 2.8K shares | 2.8K → 2.8K +$976.5 | +0.14% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $679.0K 0.276% | +$600.3 Bought | — 1.1K shares | 1.1K → 1.1K +$600.3 | +0.09% | — — | Q4 2023 Held for 2 years | |
Unknown Unknown | $648.1K 0.264% | +$1.7K Bought | — 3.0K shares | 3.0K → 3.0K +$1.7K | +0.27% | — — | Q4 2023 Held for 2 years | |
Aerospace & Defense Industrials | $631.8K 0.257% | +$902.6 Bought | 0.0% 2.1K shares | 2.1K → 2.1K +$902.6 | +0.14% | $319.00B Mega Cap | Q4 2023 Held for 2 years | |
Medical - Devices Healthcare | $631.4K 0.257% | +$2.1K Bought | 0.0% 4.7K shares | 4.7K → 4.7K +$2.1K | +0.34% | $233.12B Mega Cap | Q4 2023 Held for 2 years | |
Beverages - Non-Alcoholic Consumer Defensive | $599.9K 0.244% | — | 0.0% 9.0K shares | — | — | $285.42B Mega Cap | Q4 2023 Held for 2 years | |
Asset Management Financial Services | $546.7K 0.222% | -$119.6K Sold | 0.0% 3.2K shares | 3.9K → 3.2K −$119.6K | -17.95% | $133.37B Large Cap | Q2 2025 Held for 6 months | |
ETF ETF | $534.2K 0.217% | +$984.4 Bought | — 1.6K shares | 1.6K → 1.6K +$984.4 | +0.18% | — — | Q3 2024 Held for 1y 3m | |
Semiconductors Technology | $528.0K 0.215% | — | 0.0% 2.8K shares | — | — | $4.54T Mega Cap | Q1 2024 Held for 1y 9m | |
ETF ETF | $510.8K 0.208% | +$510.8K New | — 2.4K shares | 0 → 2.4K +$510.8K | New | — — | Q3 2025 Held for 3 months | |
ETF ETF | $497.0K 0.202% | +$86.0K Bought | — 7.3K shares | 6.0K → 7.3K +$86.0K | +20.94% | — — | Q4 2023 Held for 2 years | |
Oil & Gas Integrated Energy | $488.2K 0.199% | — | 0.0% 4.3K shares | — | — | $480.68B Mega Cap | Q1 2025 Held for 9 months | |
Medical - Instruments & Supplies Healthcare | $478.1K 0.194% | +$2.6K Bought | 0.004% 21.0K shares | 20.9K → 21.0K +$2.6K | +0.55% | $11.7B Large Cap | Q4 2023 Held for 2 years | |
ETF ETF | $469.3K 0.191% | +$873.7 Bought | — 3.2K shares | 3.2K → 3.2K +$873.7 | +0.19% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $432.0K 0.176% | -$1.7M Sold | — 3.8K shares | 18.6K → 3.8K −$1.7M | -79.62% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $394.0K 0.16% | +$952.8 Bought | — 5.4K shares | 5.4K → 5.4K +$952.8 | +0.24% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $393.8K 0.16% | -$273.6 Sold | — 1.4K shares | 1.4K → 1.4K −$273.6 | -0.07% | — — | Q4 2023 Held for 2 years | |
Software - Infrastructure Technology | $367.6K 0.15% | -$251.1K Sold | 0.0% 710.0 shares | 1.2K → 710.0 −$251.1K | -40.59% | $3.85T Mega Cap | Q1 2024 Held for 1y 9m | |
ETF ETF | $362.4K 0.147% | +$13.8K Bought | — 3.8K shares | 3.7K → 3.8K +$13.8K | +3.96% | — — | Q1 2024 Held for 1y 9m | |
Software - Infrastructure Technology | $347.9K 0.142% | +$562.4 Bought | 0.0% 1.2K shares | 1.2K → 1.2K +$562.4 | +0.16% | $801.76B Mega Cap | Q3 2024 Held for 1y 3m | |
ETF ETF | $342.2K 0.139% | +$695.5 Bought | — 5.9K shares | 5.9K → 5.9K +$695.5 | +0.2% | — — | Q4 2023 Held for 2 years | |
Tobacco Consumer Defensive | $333.9K 0.136% | +$648.9 Bought | 0.0% 2.1K shares | 2.1K → 2.1K +$648.9 | +0.19% | $252.48B Mega Cap | Q2 2024 Held for 1y 6m | |
Renewable Utilities Utilities | $319.7K 0.13% | — | 0.0% 520.0 shares | — | — | $167.39B Large Cap | Q2 2025 Held for 6 months | |
Discount Stores Consumer Defensive | $306.5K 0.125% | +$515.3 Bought | 0.0% 3.0K shares | 3.0K → 3.0K +$515.3 | +0.17% | $821.68B Mega Cap | Q3 2024 Held for 1y 3m | |
ETF ETF | $279.8K 0.114% | +$12.7K Bought | — 2.7K shares | 2.6K → 2.7K +$12.7K | +4.76% | — — | Q2 2025 Held for 6 months |
