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
TAP
Molson Coors Beverage CO

Consumer Defensive
85
+ 8.09%
$51.94 - $67.75 $4.41K - $5.76K
1.14K $74K
IWR
Ishares Russell Mid Cap ETF

ETFs
30
+ 0.54%
$67.49 - $73.03 $2.02K - $2.19K
5.54K $404K
PNC
Pnc Financial Services Group, Inc.

Financial Services
172
+ 6.84%
$111.58 - $130.25 $19.2K - $22.4K
2.69K $338K
VMC
Vulcan Materials CO

Basic Materials
25
+ 9.69%
$164.06 - $225.44 $4.1K - $5.64K
283 $63K
MAS
Masco Corp

Industrials
160
+ 12.9%
$47.04 - $57.38 $7.53K - $9.18K
1.4K $80K
JCI
Johnson Controls International PLC

Industrials
253
+ 145.4%
$55.7 - $68.14 $14.1K - $17.2K
427 $29K
BA
Boeing CO

Industrials
117
+ 2.16%
$197.05 - $221.56 $23.1K - $25.9K
5.53K $1.17M
SONY
Sony Group Corp

Technology
204
New
$88.17 - $100.19 $18K - $20.4K
204 $18K
ELV
Elevance Health, Inc.

Healthcare
40
+ 266.67%
$436.33 - $496.2 $17.5K - $19.8K
55 $24K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
456
New
$34.22 - $40.59 $15.6K - $18.5K
456 $17K
EXC
Exelon Corp

Utilities
426
+ 189.33%
$39.26 - $43.61 $16.7K - $18.6K
651 $26K
CAH
Cardinal Health Inc

Healthcare
150
+ 150.0%
$76.66 - $94.57 $11.5K - $14.2K
250 $23K
WSO
Watsco Inc

Industrials
17
+ 11.33%
$301.84 - $381.47 $5.13K - $6.48K
167 $63K
CPRT
Copart Inc

Consumer Cyclical
40
+ 4.91%
$74.38 - $91.21 $2.98K - $3.65K
854 $77K
ADP
Automatic Data Processing Inc

Industrials
70
+ 1400.0%
$208.99 - $221.32 $14.6K - $15.5K
75 $16K
IAU
Ishares Gold Trust

ETFs
815
+ 5.5%
$36.15 - $38.86 $29.5K - $31.7K
15.6K $568K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.91K
+ 2189.66%
$6.52 - $7.68 $12.4K - $14.6K
1.99K $15K
MDLZ
Mondelez International, Inc.

Consumer Defensive
181
+ 27.22%
$69.81 - $78.36 $12.6K - $14.2K
846 $61K
A
Agilent Technologies, Inc.

Healthcare
125
+ 357.14%
$114.69 - $141.28 $14.3K - $17.7K
160 $19K
TXN
Texas Instruments Inc

Technology
153
+ 7.22%
$161.17 - $184.16 $24.7K - $28.2K
2.27K $409K
GD
General Dynamics Corp

Industrials
79
+ 42.25%
$204.18 - $232.36 $16.1K - $18.4K
266 $57K
LMDX
Lumira Dx LTD

Healthcare
24.9K
+ 15.44%
$0.35 - $0.82 $8.72K - $20.4K
186K $89K
ITW
Illinois Tool Works Inc

Industrials
55
+ 44.72%
$218.73 - $250.16 $12K - $13.8K
178 $44K
ETR
Entergy Corp

Utilities
148
New
$95.73 - $111.01 $14.2K - $16.4K
148 $14K
APD
Air Products & Chemicals, Inc.

Basic Materials
45
+ 102.27%
$269.14 - $299.53 $12.1K - $13.5K
89 $26K
EBAY
Ebay Inc

Consumer Cyclical
305
+ 47.14%
$42.54 - $46.43 $13K - $14.2K
952 $42K
SNY
Sanofi

Healthcare
260
+ 209.68%
$50.45 - $57.18 $13.1K - $14.9K
384 $20K
XLF
Financial Sector Spdr

ETFs
115
+ 1.83%
$31.55 - $33.71 $3.63K - $3.88K
6.42K $216K
CEG
Constellation Energy Corp

Utilities
142
+ 100.71%
$74.48 - $94.25 $10.6K - $13.4K
283 $25K
PHG
Koninklijke Philips Nv

Healthcare
684
New
$17.79 - $21.72 $12.2K - $14.9K
684 $14K
UPS
United Parcel Service Inc

Industrials
90
+ 43.69%
$166.61 - $196.03 $15K - $17.6K
296 $53K
AMT
American Tower Corp

Real Estate
111
+ 13.88%
$182.0 - $211.26 $20.2K - $23.4K
911 $176K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10
+ 34.48%
$858.35 - $962.1 $8.58K - $9.62K
39 $37K
SHEL
Shell PLC

Energy
96
+ 4.16%
$56.0 - $62.07 $5.38K - $5.96K
2.41K $145K
EA
Electronic Arts Inc.

Communication Services
80
+ 26.67%
$121.35 - $131.38 $9.71K - $10.5K
380 $49K
LUV
Southwest Airlines CO

Industrials
35
+ 1.08%
$28.54 - $36.21 $999 - $1.27K
3.28K $118K
AON
Aon PLC

Financial Services
25
+ 16.67%
$308.29 - $345.2 $7.71K - $8.63K
175 $60K
PHM
Pultegroup Inc

Consumer Cyclical
135
+ 198.53%
$57.84 - $78.67 $7.81K - $10.6K
203 $15K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5
+ 166.67%
$1685.21 - $2139.0 $8.43K - $10.7K
8 $17K
VEU
Vanguard Ftse All World Ex Us

ETFs
203
+ 90.63%
$52.62 - $56.04 $10.7K - $11.4K
427 $23K
IMO
Imperial Oil LTD

Energy
249
New
$44.46 - $55.9 $11.1K - $13.9K
249 $12K
INTU
Intuit Inc

Technology
22
+ 15.6%
$406.09 - $459.63 $8.93K - $10.1K
163 $74K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
84
+ 84.0%
$103.58 - $115.05 $8.7K - $9.66K
184 $21K
ABC
Amerisourcebergen Corp

Healthcare
55
+ 220.0%
$162.28 - $192.43 $8.93K - $10.6K
80 $15K
LECO
Lincoln Electric Holdings Inc

Industrials
26
+ 13.61%
$154.18 - $198.63 $4.01K - $5.16K
217 $43K
HII
Huntington Ingalls Industries, Inc.

Industrials
33
+ 19.88%
$192.73 - $227.6 $6.36K - $7.51K
199 $45K
EXPD
Expeditors International Of Washington Inc

Industrials
55
+ 13.29%
$105.35 - $121.13 $5.79K - $6.66K
469 $56K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
278
+ 0.56%
$66.75 - $70.85 $18.6K - $19.7K
50K $3.38M
CDNS
Cadence Design Systems Inc

Technology
40
+ 53.33%
$201.16 - $239.0 $8.05K - $9.56K
115 $26K
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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