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
BYD
Boyd Gaming Corp

Consumer Cyclical
2.94K
+ 21.67%
$62.57 - $71.28 $184K - $210K
16.5K $1.15M
ABBV
Abb Vie Inc.

Healthcare
2.78K
+ 68.18%
$132.51 - $164.9 $368K - $458K
6.86K $923K
ROP
Roper Technologies Inc

Industrials
193
+ 4.33%
$431.05 - $480.8 $83.2K - $92.8K
4.65K $2.24M
JNJ
Johnson & Johnson

Healthcare
576
+ 3.51%
$154.35 - $166.11 $88.9K - $95.7K
17K $2.81M
VTI
Vanguard Total Stock Market Et

ETFs
558
+ 6.63%
$200.75 - $220.28 $112K - $123K
8.97K $1.98M
CRM
Salesforce, Inc.

Technology
80
+ 0.44%
$188.89 - $223.38 $15.1K - $17.9K
18.3K $3.88M
SBUX
Starbucks Corp

Consumer Cyclical
2.28K
+ 74.04%
$97.52 - $114.56 $222K - $261K
5.35K $529K
BMY
Bristol Myers Squibb CO

Healthcare
3.35K
+ 219.01%
$63.71 - $70.74 $214K - $237K
4.88K $312K
HWM
Howmet Aerospace Inc.

Industrials
25
+ 0.09%
$41.55 - $49.56 $1.04K - $1.24K
27.3K $1.35M
HPQ
Hp Inc

Technology
1.54K
+ 1.55%
$28.9 - $31.3 $44.4K - $48.1K
101K $3.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
978
+ 36.92%
$148.55 - $157.83 $145K - $154K
3.63K $572K
STZ
Constellation Brands, Inc.

Consumer Defensive
77
+ 1.12%
$218.23 - $249.19 $16.8K - $19.2K
6.98K $1.72M
AVGO
Broadcom Inc.

Technology
141
+ 193.15%
$610.16 - $886.18 $86K - $125K
214 $185K
ETN
Eaton Corp PLC

Industrials
70
+ 1.77%
$156.25 - $201.1 $10.9K - $14.1K
4.03K $809K
ABT
Abbott Laboratories

Healthcare
616
+ 7.84%
$100.78 - $112.29 $62.1K - $69.2K
8.47K $923K
MCD
Mcdonalds Corp

Consumer Cyclical
140
+ 3.22%
$281.9 - $298.41 $39.5K - $41.8K
4.48K $1.34M
AMAT
Applied Materials Inc

Technology
41
+ 0.81%
$110.31 - $146.55 $4.52K - $6.01K
5.1K $736K
MGV
Vanguard Mega Cap Value

ETFs
602
+ 3.21%
$98.78 - $104.28 $59.5K - $62.8K
19.4K $2.01M
ACN
Accenture PLC

Technology
157
+ 5.52%
$263.48 - $323.77 $41.4K - $50.8K
3K $926K
V
Visa Inc.

Financial Services
290
+ 8.03%
$221.03 - $237.48 $64.1K - $68.9K
3.9K $926K
UBER
Uber Technologies, Inc

Technology
1.2K
+ 23.58%
$29.59 - $44.42 $35.5K - $53.3K
6.29K $271K
ISRG
Intuitive Surgical Inc

Healthcare
51
+ 4.82%
$253.53 - $341.94 $12.9K - $17.4K
1.11K $378K
COP
Conocophillips

Energy
389
+ 2.53%
$96.09 - $109.04 $37.4K - $42.4K
15.8K $1.64M
INTC
Intel Corp

Technology
612
+ 0.56%
$27.4 - $36.37 $16.8K - $22.3K
111K $3.71M
ARNC
Arconic Corp

Industrials
69
+ 0.22%
$22.55 - $29.6 $1.56K - $2.04K
30.8K $911K
LKQ
Lkq Corp

Consumer Cyclical
567
+ 1.22%
$52.08 - $58.27 $29.5K - $33K
47K $2.74M
PCAR
Paccar Inc

Industrials
120
+ 1.38%
$68.48 - $83.65 $8.22K - $10K
8.79K $735K
GE
General Electric CO

Industrials
595
+ 28.09%
$93.6 - $109.85 $55.7K - $65.4K
2.71K $298K
BP
Bp PLC

Energy
2.55K
+ 340.4%
$33.71 - $40.65 $86.1K - $104K
3.3K $116K
ACWI
Ishares Msci Acwi ETF

ETFs
391
+ 3.76%
$90.5 - $96.36 $35.4K - $37.7K
10.8K $1.03M
IBM
International Business Machines Corp

Technology
129
+ 0.52%
$120.9 - $138.4 $15.6K - $17.9K
25K $3.34M
PG
Procter & Gamble CO

Consumer Defensive
422
+ 6.4%
$142.5 - $156.57 $60.1K - $66.1K
7.01K $1.06M
CMI
Cummins Inc

Industrials
187
+ 3.3%
$204.41 - $245.16 $38.2K - $45.8K
5.86K $1.44M
TRV
Travelers Companies, Inc.

Financial Services
219
+ 1.49%
$168.37 - $183.75 $36.9K - $40.2K
14.9K $2.58M
KO
Coca Cola CO

Consumer Defensive
1.3K
+ 29.72%
$59.66 - $64.3 $77.6K - $83.7K
5.68K $341K
TRGP
Targa Resources Corp.

Energy
870
+ 96.45%
$68.05 - $77.91 $59.2K - $67.8K
1.77K $134K
PEP
Pepsico Inc

Consumer Defensive
325
+ 11.08%
$180.11 - $196.12 $58.5K - $63.7K
3.26K $603K
HST
Host Hotels & Resorts, Inc.

Real Estate
1.45K
+ 1.2%
$15.8 - $17.83 $22.8K - $25.8K
122K $2.06M
NVS
Novartis Ag

Healthcare
86
+ 1.42%
$92.52 - $104.91 $7.96K - $9.02K
6.15K $620K
BDX
Becton Dickinson & CO

Healthcare
208
+ 70.03%
$238.39 - $265.32 $49.6K - $55.2K
505 $133K
ASML
Asml Holding Nv

Technology
80
+ 142.86%
$605.76 - $740.21 $48.5K - $59.2K
136 $98K
MS
Morgan Stanley

Financial Services
728
+ 65.82%
$81.22 - $91.12 $59.1K - $66.3K
1.83K $156K
LNG
Cheniere Energy, Inc.

Energy
400
+ 102.04%
$137.75 - $158.15 $55.1K - $63.3K
792 $120K
PRU
Prudential Financial Inc

Financial Services
313
+ 5.49%
$78.04 - $88.22 $24.4K - $27.6K
6.02K $530K
UNP
Union Pacific Corp

Industrials
113
+ 1.12%
$191.5 - $205.92 $21.6K - $23.3K
10.2K $2.09M
GM
General Motors CO

Consumer Cyclical
122
+ 0.45%
$31.54 - $38.56 $3.85K - $4.7K
27.5K $1.06M
HON
Honeywell International Inc

Industrials
145
+ 9.6%
$189.43 - $207.5 $27.5K - $30.1K
1.66K $343K
SO
Southern CO

Utilities
733
+ 23.64%
$68.97 - $75.66 $50.6K - $55.5K
3.83K $269K
CAT
Caterpillar Inc

Industrials
110
+ 7.17%
$205.75 - $247.67 $22.6K - $27.2K
1.64K $404K
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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