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
SWK
Stanley Black & Decker, Inc.

Industrials
2
+ 0.24%
$74.29 - $94.61 $149 - $189
838 $78K
AZO
Autozone Inc

Consumer Cyclical
4
+ 200.0%
$2306.65 - $2733.65 $9.23K - $10.9K
6 $14K
OVV
Ovintiv Inc.

Energy
235
+ 96.31%
$32.08 - $40.38 $7.54K - $9.49K
479 $18K
EMR
Emerson Electric CO

Industrials
115
+ 239.58%
$77.68 - $90.39 $8.93K - $10.4K
163 $14K
NXPI
Nxp Semiconductors N.V.

Technology
36
+ 20.81%
$161.19 - $204.68 $5.8K - $7.37K
209 $42K
HES
Hess Corp

Energy
77
+ 308.0%
$126.67 - $148.93 $9.75K - $11.5K
102 $13K
DCI
Donaldson CO Inc

Industrials
168
New
$58.41 - $65.26 $9.81K - $11K
168 $10K
YUM
Yum Brands Inc

Consumer Cyclical
60
+ 33.33%
$127.79 - $142.9 $7.67K - $8.57K
240 $33K
OEF
Ishares S&P 100 ETF

ETFs
2
+ 0.42%
$185.57 - $207.06 $371 - $414
481 $99K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
68
+ 30.22%
$82.25 - $107.41 $5.59K - $7.3K
293 $29K
MLM
Martin Marietta Materials Inc

Basic Materials
10
+ 40.0%
$337.06 - $461.69 $3.37K - $4.62K
35 $16K
TT
Trane Technologies PLC

Industrials
35
+ 15.28%
$163.23 - $191.26 $5.71K - $6.69K
264 $50K
LEN
Lennar Corp

Consumer Cyclical
25
+ 12.56%
$102.06 - $126.06 $2.55K - $3.15K
224 $28K
CL
Colgate Palmolive CO

Consumer Defensive
30
+ 1.15%
$74.38 - $81.98 $2.23K - $2.46K
2.64K $203K
HTGC
Hercules Capital, Inc.

Financial Services
93
+ 3.08%
$12.38 - $15.08 $1.15K - $1.4K
3.11K $46K
GFL
Gfl Environmental Inc.

Industrials
229
New
$33.43 - $38.8 $7.66K - $8.89K
229 $8K
AJG
Arthur J. Gallagher & Co.

Financial Services
10
+ 5.49%
$193.26 - $219.57 $1.93K - $2.2K
192 $42K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
85
+ 56.67%
$43.11 - $56.46 $3.66K - $4.8K
235 $13K
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.2%
$209.12 - $229.74 $209 - $230
497 $114K
SYY
Sysco Corp

Consumer Defensive
250
+ 6.99%
$69.52 - $78.32 $17.4K - $19.6K
3.83K $283K
PSA
Public Storage

Real Estate
25
+ 71.43%
$280.01 - $314.05 $7K - $7.85K
60 $17K
PPG
Ppg Industries Inc

Basic Materials
20
+ 8.4%
$131.29 - $148.3 $2.63K - $2.97K
258 $38K
BTI
British American Tobacco P.L.C.

Consumer Defensive
230
New
$31.71 - $37.34 $7.29K - $8.59K
230 $7K
MO
Altria Group, Inc.

Consumer Defensive
79
+ 1.56%
$43.42 - $47.78 $3.43K - $3.77K
5.15K $233K
FIS
Fidelity National Information Services, Inc.

Technology
140
New
$52.42 - $58.72 $7.34K - $8.22K
140 $7K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
75
+ 10.71%
$12.46 - $21.77 $935 - $1.63K
775 $16K
DD
Du Pont De Nemours, Inc.

Basic Materials
100
+ 62.11%
$63.77 - $72.37 $6.38K - $7.24K
261 $18K
SWKS
Skyworks Solutions, Inc.

Technology
223
+ 9.28%
$96.43 - $117.39 $21.5K - $26.2K
2.63K $290K
SKYY
First Trust Cloud Computing Et

ETFs
8
+ 1.37%
$60.7 - $78.04 $486 - $624
594 $45K
XLV
Select Sector Spdr Fund Health

ETFs
38
+ 14.07%
$126.74 - $135.66 $4.82K - $5.16K
308 $40K
NTAP
Net App, Inc.

Technology
13
+ 3.61%
$61.44 - $76.4 $799 - $993
373 $28K
HLN
Haleon PLC

Healthcare
617
+ 26.91%
$8.04 - $9.0 $4.96K - $5.55K
2.91K $24K
IQV
Iqvia Holdings Inc.

Healthcare
20
+ 37.04%
$183.66 - $224.77 $3.67K - $4.5K
74 $16K
AWK
American Water Works Company, Inc.

Utilities
45
+ 50.0%
$140.23 - $152.42 $6.31K - $6.86K
135 $19K
OTEX
Open Text Corp

Technology
163
New
$36.56 - $43.18 $5.96K - $7.04K
163 $6K
CNP
Centerpoint Energy Inc

Utilities
211
+ 141.61%
$28.18 - $30.83 $5.95K - $6.51K
360 $10K
WELL
Welltower Inc.

Real Estate
45
+ 27.11%
$70.38 - $81.95 $3.17K - $3.69K
211 $17K
MAT
Mattel Inc

Consumer Cyclical
250
+ 156.25%
$16.76 - $19.54 $4.19K - $4.89K
410 $8K
ADSK
Autodesk, Inc.

Technology
25
+ 50.0%
$189.9 - $221.43 $4.75K - $5.54K
75 $15K
GWW
W.W. Grainger, Inc.

Industrials
4
+ 22.22%
$641.66 - $788.59 $2.57K - $3.15K
22 $17K
ORCC
Owl Rock Capital Corp

Financial Services
59
+ 1.14%
$12.25 - $13.78 $723 - $813
5.21K $69K
ROST
Ross Stores, Inc.

Consumer Cyclical
40
+ 40.0%
$100.9 - $112.13 $4.04K - $4.49K
140 $15K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
175
New
$30.76 - $35.89 $5.38K - $6.28K
175 $5K
NTRS
Northern Trust Corp

Financial Services
71
New
$69.65 - $89.94 $4.95K - $6.39K
71 $5K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
83
+ 4.37%
$69.18 - $73.94 $5.74K - $6.14K
1.98K $144K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10
+ 0.21%
$34.48 - $36.54 $345 - $365
4.69K $167K
PFG
Principal Financial Group Inc

Financial Services
70
+ 70.0%
$65.46 - $77.11 $4.58K - $5.4K
170 $12K
EQNR
Equinor Asa

Energy
185
New
$25.33 - $30.75 $4.69K - $5.69K
185 $5K
ICE
Intercontinental Exchange, Inc.

Financial Services
30
+ 10.75%
$104.4 - $113.08 $3.13K - $3.39K
309 $34K
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
Track This Portfolio

Track Bdo Wealth Advisors, LLC Portfolio

Follow Bdo Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email