0001908380-22-000002.txt : 20220429 0001908380-22-000002.hdr.sgml : 20220429 20220428192914 ACCESSION NUMBER: 0001908380-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220429 DATE AS OF CHANGE: 20220428 EFFECTIVENESS DATE: 20220429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BCR Wealth Strategies, LLC CENTRAL INDEX KEY: 0001908380 IRS NUMBER: 943423851 STATE OF INCORPORATION: AL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21790 FILM NUMBER: 22869199 BUSINESS ADDRESS: STREET 1: 1952 URBAN CENTER PARKWAY CITY: VESTAVIA STATE: AL ZIP: 35173 BUSINESS PHONE: 205-298-1234 MAIL ADDRESS: STREET 1: 1952 URBAN CENTER PARKWAY CITY: VESTAVIA STATE: AL ZIP: 35173 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001908380 XXXXXXXX 03-31-2022 03-31-2022 BCR Wealth Strategies, LLC

1952 URBAN CENTER PARKWAY VESTAVIA AL 35173

13F HOLDINGS REPORT 028-21790 N Cindi Hill 6197955986 Cindi Hill San Diego CA 04-28-2022 0 117 104544 false INFORMATION TABLE 2 bcr13fexport03312022.xml SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 10 30 SH SOLE 0 0 0 30 SPDR S&P 500 ETF TR TR UNIT 78462F103 2208 4889 SH SOLE 0 0 0 4889 AMAZON COM INC COM 023135106 36 11 SH SOLE 0 0 0 11 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 71 200 SH SOLE 0 0 0 200 EMERSON ELEC CO COM 291011104 329 3351 SH SOLE 0 0 0 3351 INVESCO QQQ TR UNIT SER 1 46090E103 16 45 SH SOLE 0 0 0 45 FUELCELL ENERGY INC COM 35952H601 2 400 SH SOLE 0 0 0 400 NOKIA CORP SPONSORED ADR 654902204 0 37 SH SOLE 0 0 0 37 DISNEY WALT CO COM 254687106 9 69 SH SOLE 0 0 0 69 PFIZER INC COM 717081103 1 25 SH SOLE 0 0 0 25 AT&T INC COM 00206R102 4 182 SH SOLE 0 0 0 182 PRUDENTIAL FINL INC COM 744320102 12 102 SH SOLE 0 0 0 102 PEPSICO INC COM 713448108 44 265 SH SOLE 0 0 0 265 SELECT SECTOR SPDR TR ENERGY 81369Y506 25 323 SH SOLE 0 0 0 323 PLUG POWER INC COM NEW 72919P202 1 27 SH SOLE 0 0 0 27 DEERE & CO COM 244199105 389 937 SH SOLE 0 0 0 937 BK OF AMERICA CORP COM 060505104 25 610 SH SOLE 0 0 0 610 AFLAC INC COM 001055102 52 813 SH SOLE 0 0 0 813 WALMART INC COM 931142103 0 1 SH SOLE 0 0 0 1 COSTCO WHSL CORP NEW COM 22160K105 9 16 SH SOLE 0 0 0 16 LILLY ELI & CO COM 532457108 57 200 SH SOLE 0 0 0 200 MERCK & CO INC COM 58933Y105 6 75 SH SOLE 0 0 0 75 PROCTER AND GAMBLE CO COM 742718109 69 450 SH SOLE 0 0 0 450 HOME DEPOT INC COM 437076102 3 9 SH SOLE 0 0 0 9 WELLS FARGO CO NEW COM 949746101 72 1483 SH SOLE 0 0 0 1483 ISHARES TR IBOXX INV CP ETF 464287242 4 37 SH SOLE 0 0 0 37 FORD MTR CO DEL COM 345370860 32 1867 SH SOLE 0 0 0 1867 APPLE INC COM 037833100 56 320 SH SOLE 0 0 0 320 ENCOMPASS HEALTH CORP COM 29261A100 791 11129 SH SOLE 0 0 0 11129 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 841 5076 SH SOLE 0 0 0 5076 ISHARES TR ISHARES SEMICDTR 464287523 45 96 SH SOLE 0 0 0 96 GENERAL MLS INC COM 370334104 22 332 SH SOLE 0 0 0 332 REGIONS FINANCIAL CORP 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TRANSOCEAN LTD REG SHS H8817H100 1 171 SH SOLE 0 0 0 171 AGNC INVT CORP COM 00123Q104 1 100 SH SOLE 0 0 0 100 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 127 1250 SH SOLE 0 0 0 1250 ISHARES TR GRWT ALLOCAT ETF 464289867 1 13 SH SOLE 0 0 0 13 ISHARES TR AGGRES ALLOC ETF 464289859 57 821 SH SOLE 0 0 0 821 GENERAC HLDGS INC COM 368736104 2 8 SH SOLE 0 0 0 8 TESLA INC COM 88160R101 6 6 SH SOLE 0 0 0 6 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 72 173 SH SOLE 0 0 0 173 WORKHORSE GROUP INC COM NEW 98138J206 0 25 SH SOLE 0 0 0 25 GENERAL MTRS CO COM 37045V100 0 1 SH SOLE 0 0 0 1 SUNWORKS INC COM NEW 86803X204 0 75 SH SOLE 0 0 0 75 PIMCO ETF TR ACTIVE BD ETF 72201R775 170 1673 SH SOLE 0 0 0 1673 META PLATFORMS INC CL A 30303M102 658 2958 SH SOLE 0 0 0 2958 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 168 3200 SH SOLE 0 0 0 3200 TWITTER INC COM 90184L102 3 70 SH SOLE 0 0 0 70 ISHARES TR BLACKROCK ULTRA 46434V878 866 17258 SH SOLE 0 0 0 17258 ALPHABET INC CAP STK CL C 02079K107 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0 0 1761 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 602 12917 SH SOLE 0 0 0 12917 LISTED FD TR ROUNDHILL BALL 53656F417 7 600 SH SOLE 0 0 0 600 PROSHARES TR BITCOIN STRATE 74347G440 24 845 SH SOLE 0 0 0 845 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 11 824 SH SOLE 0 0 0 824 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 3 50 SH SOLE 0 0 0 50 LISTED FD TR ROUNDHILL BALL 53656F417 0 1000 SH Call SOLE 0 0 0 1000