BSC PRIVATE WEALTH MANAGEMENT, LLC Portfolio Holdings
Q3 2025•168 long positions•$1.2B portfolio value
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Holding170 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $143.8M 12.25% | +$10.1M Bought | — 2.8M shares | 2.6M → 2.8M +$10.1M | +7.53% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $78.9M 6.73% | +$996.5K Bought | — 887.2K shares | 876.0K → 887.2K +$996.5K | +1.28% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $73.4M 6.26% | -$289.4K Sold | — 1.1M shares | 1.1M → 1.1M −$289.4K | -0.39% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $66.3M 5.65% | +$81.7K Bought | — 1.8M shares | 1.8M → 1.8M +$81.7K | +0.12% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $63.1M 5.38% | +$3.0M Bought | — 2.6M shares | 2.5M → 2.6M +$3.0M | +5.03% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $60.9M 5.19% | +$3.3M Bought | — 1.1M shares | 1.1M → 1.1M +$3.3M | +5.72% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $48.6M 4.14% | +$3.2M Bought | — 1.0M shares | 972.3K → 1.0M +$3.2M | +7.15% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $47.4M 4.04% | -$53.7K Sold | — 1.1M shares | 1.1M → 1.1M −$53.7K | -0.11% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $40.2M 3.42% | +$2.6M Bought | — 807.0K shares | 755.5K → 807.0K +$2.6M | +6.81% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $34.6M 2.95% | -$38.4K Sold | — 465.6K shares | 466.2K → 465.6K −$38.4K | -0.11% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $32.6M 2.78% | +$240.5K Bought | — 483.6K shares | 480.0K → 483.6K +$240.5K | +0.74% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $30.6M 2.61% | +$2.1M Bought | — 321.7K shares | 299.8K → 321.7K +$2.1M | +7.28% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $27.0M 2.3% | -$3.4M Sold | — 353.6K shares | 398.2K → 353.6K −$3.4M | -11.21% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $24.3M 2.07% | +$290.0K Bought | — 406.0K shares | 401.2K → 406.0K +$290.0K | +1.21% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $23.8M 2.02% | +$280.3K Bought | — 901.9K shares | 891.2K → 901.9K +$280.3K | +1.19% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $17.0M 1.45% | +$224.2K Bought | — 608.2K shares | 600.2K → 608.2K +$224.2K | +1.34% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $16.2M 1.38% | -$517.5K Sold | — 152.2K shares | 157.1K → 152.2K −$517.5K | -3.09% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $15.6M 1.33% | +$268.0K Bought | — 450.8K shares | 443.0K → 450.8K +$268.0K | +1.75% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $15.0M 1.28% | -$434.2K Sold | — 197.0K shares | 202.7K → 197.0K −$434.2K | -2.82% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $14.8M 1.27% | +$14.8M New | — 205.5K shares | 0 → 205.5K +$14.8M | New | — — | Q3 2025 Held for 2 months | |
Consumer Electronics Technology | $13.5M 1.15% | -$398.0K Sold | 0.0% 53.0K shares | 54.6K → 53.0K −$398.0K | -2.87% | $3.78T Mega Cap | Q2 2016 Held for 9y 5m | |
ETF ETF | $13.3M 1.14% | +$209.0K Bought | — 450.1K shares | 443.1K → 450.1K +$209.0K | +1.59% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $13.1M 1.11% | -$49.5K Sold | — 130.4K shares | 130.9K → 130.4K −$49.5K | -0.38% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.9M 1.1% | +$50.8K Bought | — 363.8K shares | 362.4K → 363.8K +$50.8K | +0.4% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.8M 1.09% | -$36.4K Sold | — 571.9K shares | 573.6K → 571.9K −$36.4K | -0.28% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.8M 1.09% | -$1.4M Sold | — 225.9K shares | 251.1K → 225.9K −$1.4M | -10.07% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $12.0M 1.03% | +$68.2K Bought | — 107.1K shares | 106.5K → 107.1K +$68.2K | +0.57% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $11.9M 1.01% | +$75.5K Bought | — 180.0K shares | 178.8K → 180.0K +$75.5K | +0.64% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $10.2M 0.871% | -$77.7K Sold | — 21.3K shares | 21.5K → 21.3K −$77.7K | -0.75% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $9.1M 0.775% | +$1.1M Bought | — 126.4K shares | 111.7K → 126.4K +$1.1M | +13.17% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.5M 0.726% | -$55.7K Sold | — 187.2K shares | 188.4K → 187.2K −$55.7K | -0.65% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $7.9M 0.671% | +$71.6K Bought | — 73.8K shares | 73.1K → 73.8K +$71.6K | +0.92% | — — | Q4 2017 Held for 7y 11m | |
Software - Infrastructure Technology | $7.8M 0.663% | -$168.3K Sold | 0.0% 15.0K shares | 15.4K → 15.0K −$168.3K | -2.12% | $3.85T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $7.4M 0.629% | +$143.5K Bought | — 210.0K shares | 205.9K → 210.0K +$143.5K | +1.98% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $6.6M 0.564% | +$295.0K Bought | — 141.7K shares | 135.4K → 141.7K +$295.0K | +4.67% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.9M 0.5% | +$1.1M Bought | — 116.4K shares | 94.3K → 116.4K +$1.1M | +23.43% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.8M 0.412% | -$79.9K Sold | — 63.0K shares | 64.1K → 63.0K −$79.9K | -1.63% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $4.8M 0.41% | -$9.7M Sold | — 123.3K shares | 371.2K → 123.3K −$9.7M | -66.77% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.6M 0.396% | -$26.2K Sold | — 53.4K shares | 53.7K → 53.4K −$26.2K | -0.56% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $4.0M 0.344% | -$3.1K Sold | — 31.0K shares | 31.0K → 31.0K −$3.1K | -0.08% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.9M 0.335% | -$8.0K Sold | — 168.7K shares | 169.0K → 168.7K −$8.0K | -0.2% | — — | Q1 2018 Held for 7y 8m | |
Semiconductors Technology | $3.3M 0.282% | +$259.9K Bought | 0.0% 17.8K shares | 16.4K → 17.8K +$259.9K | +8.51% | $4.54T Mega Cap | Q2 2021 Held for 4y 5m | |
Specialty Retail Consumer Cyclical | $3.1M 0.266% | +$588.7K Bought | 0.0% 14.2K shares | 11.5K → 14.2K +$588.7K | +23.25% | $2.34T Mega Cap | Q1 2018 Held for 7y 8m | |
ETF ETF | $3.0M 0.258% | -$2.5M Sold | — 35.1K shares | 64.3K → 35.1K −$2.5M | -45.41% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $3.0M 0.252% | -$5.4K Sold | — 4.4K shares | 4.4K → 4.4K −$5.4K | -0.18% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $2.9M 0.247% | -$60.4K Sold | — 27.4K shares | 28.0K → 27.4K −$60.4K | -2.05% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.9M 0.245% | -$16.1K Sold | — 35.9K shares | 36.1K → 35.9K −$16.1K | -0.56% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $2.8M 0.242% | +$104.5K Bought | — 56.0K shares | 54.0K → 56.0K +$104.5K | +3.82% | — — | Q3 2016 Held for 9y 2m | |
ETF ETF | $2.7M 0.232% | -$17.0K Sold | — 66.3K shares | 66.7K → 66.3K −$17.0K | -0.62% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.6M 0.225% | -$5.5K Sold | — 105.6K shares | 105.9K → 105.6K −$5.5K | -0.21% | — — | Q4 2023 Held for 1y 11m |
