Bdo Wealth Advisors, LLC Purchases in Q2 2023

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
457K
+ 491.13%
$26.99 - $30.56 $12.3M - $14M
550K $15.8M
AAPL
Apple Inc.

Technology
3.01K
+ 2.21%
$160.1 - $193.97 $482K - $584K
139K $27.1M
ADBE
Adobe Inc.

Technology
9.02K
+ 3790.34%
$335.45 - $495.18 $3.03M - $4.47M
9.26K $4.53M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
141K
New
$27.09 - $27.96 $3.81M - $3.93M
141K $3.9M
MCHP
Microchip Technology Inc

Technology
42.3K
+ 1348.83%
$71.8 - $89.59 $3.03M - $3.79M
45.4K $4.07M
DHI
Horton D R Inc

Consumer Cyclical
26.8K
+ 10359.46%
$95.64 - $123.05 $2.57M - $3.3M
27.1K $3.3M
VUG
Vanguard Growth ETF

ETFs
9.42K
+ 204.81%
$243.06 - $282.96 $2.29M - $2.66M
14K $3.97M
IVV
Ishares Core S&P 500 ETF

ETFs
518
+ 0.72%
$406.17 - $445.71 $210K - $231K
72K $32.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.53K
+ 923.9%
$371.44 - $407.28 $2.43M - $2.66M
7.24K $2.95M
META
Meta Platforms, Inc.

Communication Services
2.52K
+ 12.05%
$207.55 - $288.73 $523K - $728K
23.4K $6.73M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.06K
+ 1.52%
$240.22 - $261.48 $496K - $540K
138K $36M
NVDA
Nvidia Corp

Technology
97
+ 0.71%
$262.41 - $438.08 $25.5K - $42.5K
13.8K $5.82M
AMZN
Amazon Com Inc

Consumer Cyclical
5.15K
+ 12.32%
$97.83 - $130.36 $504K - $671K
47K $6.12M
GOOGL
Alphabet Inc.

Communication Services
7.07K
+ 12.64%
$103.71 - $127.31 $733K - $900K
63K $7.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.95K
+ 42.14%
$309.07 - $341.0 $1.22M - $1.35M
13.3K $4.55M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
16.9K
+ 887.55%
$72.65 - $78.26 $1.23M - $1.32M
18.8K $1.47M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7.87K
+ 3.02%
$98.92 - $99.76 $779K - $785K
268K $26.8M
NFLX
Netflix Inc

Communication Services
1.5K
+ 70.42%
$317.55 - $445.27 $475K - $666K
3.62K $1.59M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.77K
+ 1.03%
$48.83 - $53.24 $135K - $148K
272K $14.2M
MRK
Merck & Co., Inc.

Healthcare
4.66K
+ 19.43%
$108.61 - $118.38 $506K - $552K
28.7K $3.31M
JPM
Jpmorgan Chase & CO

Financial Services
292
+ 0.64%
$127.47 - $145.44 $37.2K - $42.5K
46.2K $6.72M
MA
Mastercard Inc

Financial Services
1.07K
+ 11.18%
$360.14 - $393.3 $384K - $419K
10.6K $4.17M
XOM
Exxon Mobil Corp

Energy
6.56K
+ 42.41%
$102.18 - $118.34 $670K - $776K
22K $2.36M
ITOT
Ishares Core S&P Total U.S. St

ETFs
424
+ 0.5%
$89.03 - $97.84 $37.7K - $41.5K
85.9K $8.41M
MCK
Mckesson Corp

Healthcare
3
+ 0.03%
$354.01 - $427.31 $1.06K - $1.28K
9.15K $3.91M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.12K
+ 6.73%
$121.98 - $134.87 $258K - $285K
33.6K $4.53M
TSLA
Tesla, Inc.

Consumer Cyclical
259
+ 2.59%
$153.75 - $274.45 $39.8K - $71.1K
10.3K $2.68M
LLY
Eli Lilly & CO

Healthcare
207
+ 5.71%
$350.74 - $468.98 $72.6K - $97.1K
3.83K $1.8M
OXLC
Oxford Lane Capital Corp.

Financial Services
114K
+ 979.97%
$4.8 - $5.32 $547K - $606K
125K $607K
AXP
American Express CO

Financial Services
2.99K
+ 157.11%
$147.93 - $175.14 $443K - $524K
4.9K $853K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
14.2K
New
$34.61 - $35.48 $493K - $505K
14.2K $502K
ASLE
Aer Sale Corp

Industrials
40.5K
+ 97.05%
$14.45 - $17.82 $585K - $722K
82.2K $1.21M
IXUS
Ishares Tr

ETFs
5.32K
+ 2.31%
$60.88 - $63.83 $324K - $339K
235K $14.7M
UNH
Unitedhealth Group Inc

Healthcare
922
+ 23.64%
$458.49 - $526.23 $423K - $485K
4.82K $2.32M
LOW
Lowes Companies Inc

Consumer Cyclical
289
+ 1.85%
$198.57 - $225.7 $57.4K - $65.2K
15.9K $3.59M
ATVI
Activision Blizzard, Inc.

Communication Services
5.46K
+ 13637.5%
$74.59 - $86.74 $407K - $473K
5.5K $463K
DINO
Hf Sinclair Corp

Energy
9.88K
+ 4658.49%
$38.26 - $48.69 $378K - $481K
10.1K $450K
PWR
Quanta Services, Inc.

Industrials
200
+ 1.58%
$159.13 - $196.45 $31.8K - $39.3K
12.9K $2.53M
VGSH
Vanguard

ETFs
7.19K
+ 495.52%
$57.72 - $58.69 $415K - $422K
8.64K $498K
MCO
Moodys Corp

Financial Services
1.16K
+ 2274.51%
$295.66 - $348.31 $343K - $404K
1.21K $421K
PDI
Pimco Dynamic Income Fund

Financial Services
10.1K
+ 3.66%
$17.36 - $18.75 $175K - $189K
285K $5.35M
GOOG
Alphabet Inc.

Communication Services
155
+ 0.77%
$104.45 - $127.91 $16.2K - $19.8K
20.3K $2.46M
ORCL
Oracle Corp

Technology
70
+ 0.53%
$93.71 - $126.55 $6.56K - $8.86K
13.2K $1.57M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.29K
+ 769.18%
$78.67 - $102.74 $338K - $441K
4.85K $404K
WFC
Wells Fargo & Company

Financial Services
7.82K
+ 701.7%
$36.72 - $42.68 $287K - $334K
8.94K $381K
NSC
Norfolk Southern Corp

Industrials
1.12K
+ 25.83%
$200.86 - $226.76 $226K - $255K
5.48K $1.24M
DRI
Darden Restaurants Inc

Consumer Cyclical
224
+ 1.07%
$146.46 - $167.64 $32.8K - $37.6K
21.2K $3.54M
AMP
Ameriprise Financial Inc

Financial Services
75
+ 0.75%
$282.02 - $332.16 $21.2K - $24.9K
10.1K $3.36M
SYK
Stryker Corp

Healthcare
312
+ 3.29%
$271.49 - $305.09 $84.7K - $95.2K
9.79K $2.99M
Activity Summary
Buys All Purchases 398 New Holdings 35 Increased Positions 363 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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