Holdings
BCR Wealth Strategies, LLC
As of Jun 30, 2026, BCR Wealth Strategies, LLC reported 10 positions worth US$5.25M. Largest: Lam Research Corporation, Servisfirst Bancshares, Inc. and Southern Company (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lam Research Corporation | 2,130 | US$922K | no change | Jun 30, 2026 |
| Servisfirst Bancshares, Inc. | 7,761 | US$673K | no change | Jun 30, 2026 |
| Southern Company (the) | 6,703 | US$641K | +43 | Jun 30, 2026 |
| Apple Inc | 2,156 | US$623K | +25 | Jun 30, 2026 |
| Deere & Company | 937 | US$594K | no change | Jun 30, 2026 |
| Emerson Electric Company | 3,651 | US$522K | +14 | Jun 30, 2026 |
| Nvidia Corporation | 2,403 | US$480K | −300 | Jun 30, 2026 |
| Lowe's Companies, Inc. | 1,385 | US$305K | +1 | Jun 30, 2026 |
| Wells Fargo & Company | 3,401 | US$281K | no change | Jun 30, 2026 |
| Pepsico, Inc. | 1,526 | US$206K | no change | Jun 30, 2026 |