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
CSCO
Cisco Systems, Inc.

Technology
1.96K
+ 2.13%
$45.7 - $52.31 $89.7K - $103K
94K $4.86M
VCIT
Vanguard Intermediate Term Cor

ETFs
591
+ 55.44%
$78.33 - $80.78 $46.3K - $47.7K
1.66K $130K
VOE
Vanguard Mid Cap Value Index F

ETFs
57
+ 0.68%
$127.92 - $138.38 $7.29K - $7.89K
8.47K $1.17M
OHI
Omega Healthcare Investors Inc

Real Estate
104
+ 0.86%
$26.15 - $31.2 $2.72K - $3.24K
12.2K $375K
PEG
Public Service Enterprise Group Inc

Utilities
595
+ 2.37%
$59.47 - $64.2 $35.4K - $38.2K
25.7K $1.61M
CMCSA
Comcast Corp

Communication Services
680
+ 19.12%
$36.52 - $41.67 $24.8K - $28.3K
4.24K $176K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.01%
$104.35 - $114.93 $104 - $115
8.49K $975K
CSX
Csx Corp

Industrials
330
+ 4.8%
$29.29 - $34.1 $9.67K - $11.3K
7.21K $245K
TMUS
T Mobile Us, Inc.

Communication Services
269
+ 689.74%
$126.55 - $150.49 $34K - $40.5K
308 $42K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3
+ 0.03%
$69.13 - $75.0 $207 - $225
10.3K $773K
AIG
American International Group, Inc.

Financial Services
300
+ 11.99%
$49.87 - $57.54 $15K - $17.3K
2.8K $161K
BLK
Black Rock Inc.

Financial Services
45
+ 33.33%
$629.18 - $711.19 $28.3K - $32K
180 $124K
PANW
Palo Alto Networks Inc

Technology
45
+ 11.06%
$176.89 - $255.51 $7.96K - $11.5K
452 $115K
FSK
Fs Kkr Capital Corp

Financial Services
864
+ 3.46%
$17.68 - $19.9 $15.3K - $17.2K
25.8K $495K
LRCX
Lam Research Corp

Technology
41
+ 71.93%
$491.02 - $649.16 $20.1K - $26.6K
98 $63K
SPG
Simon Property Group Inc

Real Estate
220
+ 13.39%
$101.25 - $115.48 $22.3K - $25.4K
1.86K $215K
TM
Toyota Motor Corp

Consumer Cyclical
127
+ 22.09%
$133.51 - $168.18 $17K - $21.4K
702 $112K
DTE
Dte Energy CO

Utilities
228
+ 2.34%
$106.44 - $114.81 $24.3K - $26.2K
9.98K $1.1M
TOL
Toll Brothers, Inc.

Consumer Cyclical
295
+ 84.29%
$57.8 - $79.07 $17.1K - $23.3K
645 $51K
SPGI
S&P Global Inc.

Financial Services
57
+ 42.54%
$338.83 - $400.89 $19.3K - $22.9K
191 $76K
RYT
Invesco S&P 500 Equal Weight T

ETFs
4
+ 0.26%
$0.0 - $295.8 $0 - $1.18K
1.53K $449K
IAT
Ishares Tr

ETFs
1.01K
+ 43.83%
$29.75 - $36.65 $29.9K - $36.9K
3.3K $111K
WM
Waste Management Inc

Industrials
80
+ 5.28%
$161.28 - $173.42 $12.9K - $13.9K
1.6K $276K
SHW
Sherwin Williams CO

Basic Materials
45
+ 11.51%
$222.22 - $265.52 $10K - $11.9K
436 $115K
AZN
Astrazeneca PLC

Healthcare
368
+ 36.26%
$69.91 - $75.81 $25.7K - $27.9K
1.38K $98K
CI
Cigna Corp

Healthcare
90
+ 90.0%
$242.64 - $280.6 $21.8K - $25.3K
190 $53K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
131
+ 86.75%
$167.72 - $188.08 $22K - $24.6K
282 $53K
AFL
Aflac Inc

Financial Services
371
+ 99.46%
$63.91 - $70.36 $23.7K - $26.1K
744 $51K
DFS
Discover Financial Services

Financial Services
178
+ 45.06%
$92.44 - $117.9 $16.5K - $21K
573 $66K
PM
Philip Morris International Inc.

Consumer Defensive
266
+ 50.38%
$90.01 - $101.51 $23.9K - $27K
794 $77K
ROK
Rockwell Automation, Inc

Industrials
65
+ 51.18%
$269.98 - $329.45 $17.5K - $21.4K
192 $63K
NEE
Nextera Energy Inc

Utilities
541
+ 10.1%
$72.69 - $79.04 $39.3K - $42.8K
5.9K $437K
FCNCA
First Citizens Bancshares Inc

Financial Services
19
+ 1900.0%
$950.79 - $1321.11 $18.1K - $25.1K
20 $25K
FCX
Freeport Mcmoran Inc

Basic Materials
639
+ 626.47%
$33.21 - $43.16 $21.2K - $27.6K
741 $29K
DVN
Devon Energy Corp

Energy
528
+ 79.28%
$46.1 - $55.7 $24.3K - $29.4K
1.19K $57K
CB
Chubb LTD

Financial Services
125
+ 34.34%
$184.92 - $204.5 $23.1K - $25.6K
489 $94K
XLY
Select Sector Spdr Consumer Di

ETFs
18
+ 1.68%
$143.54 - $169.81 $2.58K - $3.06K
1.09K $184K
ADI
Analog Devices Inc

Technology
129
+ 25.05%
$172.39 - $196.28 $22.2K - $25.3K
644 $125K
SHOP
Shopify Inc.

Technology
240
+ 48.0%
$44.78 - $66.1 $10.7K - $15.9K
740 $47K
NKE
Nike, Inc.

Consumer Cyclical
215
New
$103.63 - $127.92 $22.3K - $27.5K
215 $23K
ECL
Ecolab Inc.

Basic Materials
28
+ 3.44%
$162.58 - $186.69 $4.55K - $5.23K
841 $157K
BSX
Boston Scientific Corp

Healthcare
402
+ 209.38%
$49.72 - $54.64 $20K - $22K
594 $32K
HCA
Hca Healthcare, Inc.

Healthcare
60
+ 60.0%
$264.09 - $303.48 $15.8K - $18.2K
160 $48K
BHP
Bhp Group LTD

Basic Materials
386
+ 296.92%
$54.9 - $63.98 $21.2K - $24.7K
516 $30K
TTE
Total Energies Se

Energy
382
+ 509.33%
$56.3 - $64.95 $21.5K - $24.8K
457 $26K
CARR
Carrier Global Corp

Industrials
50
+ 1.04%
$40.65 - $49.71 $2.03K - $2.49K
4.84K $240K
DEO
Diageo PLC

Consumer Defensive
124
+ 100.0%
$167.1 - $189.25 $20.7K - $23.5K
248 $43K
CHTR
Charter Communications, Inc.

Communication Services
55
+ 916.67%
$319.66 - $368.7 $17.6K - $20.3K
61 $22K
SAP
Sap Se

Technology
149
New
$126.32 - $137.28 $18.8K - $20.5K
149 $20K
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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