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
FAST
Fastenal CO

Industrials
80
+ 160.0%
$51.48 - $58.99 $4.12K - $4.72K
130 $7K
KR
Kroger CO

Consumer Defensive
105
+ 35.0%
$44.66 - $49.98 $4.69K - $5.25K
405 $19K
IGR
Cbre Global Real Estate Income Fund

Financial Services
816
+ 17.03%
$4.98 - $5.54 $4.06K - $4.52K
5.61K $29K
VTV
Vanguard Value ETF

ETFs
4
+ 0.44%
$134.74 - $142.42 $539 - $570
918 $130K
DUK
Duke Energy Corp

Utilities
254
+ 8.99%
$88.01 - $99.74 $22.4K - $25.3K
3.08K $276K
RMD
Resmed Inc

Healthcare
15
+ 9.43%
$209.98 - $240.96 $3.15K - $3.61K
174 $38K
SCPH
Sc Pharmaceuticals Inc.

Healthcare
425
New
$8.94 - $11.74 $3.8K - $4.99K
425 $4K
TRU
Trans Union

Industrials
30
+ 62.5%
$60.32 - $78.33 $1.81K - $2.35K
78 $6K
AEE
Ameren Corp

Utilities
50
+ 50.0%
$80.14 - $90.76 $4.01K - $4.54K
150 $12K
BWA
Borgwarner Inc

Consumer Cyclical
90
New
$42.8 - $49.16 $3.85K - $4.42K
90 $4K
DE
Deere & CO

Industrials
25
+ 3.23%
$345.98 - $416.59 $8.65K - $10.4K
798 $323K
OSK
Oshkosh Corp

Industrials
35
+ 7.78%
$72.9 - $86.59 $2.55K - $3.03K
485 $41K
VTR
Ventas, Inc.

Real Estate
90
+ 290.32%
$41.97 - $48.05 $3.78K - $4.32K
121 $5K
VRSK
Verisk Analytics, Inc.

Industrials
5
+ 8.77%
$188.98 - $228.01 $945 - $1.14K
62 $14K
MTB
M&T Bank Corp

Financial Services
20
+ 4.96%
$111.43 - $129.97 $2.23K - $2.6K
423 $52K
WHR
Whirlpool Corp

Consumer Cyclical
28
New
$127.45 - $149.46 $3.57K - $4.18K
28 $4K
XYL
Xylem Inc.

Industrials
1
+ 0.19%
$98.35 - $113.53 $98.4 - $114
522 $58K
NTR
Nutrien Ltd.

Basic Materials
57
New
$52.7 - $74.88 $3K - $4.27K
57 $3K
MNST
Monster Beverage Corp

Consumer Defensive
42
+ 11.23%
$52.28 - $59.94 $2.2K - $2.52K
416 $23K
KEYS
Keysight Technologies, Inc.

Technology
15
+ 35.71%
$141.25 - $167.45 $2.12K - $2.51K
57 $9K
AAP
Advance Auto Parts Inc

Consumer Cyclical
52
+ 247.62%
$63.58 - $128.37 $3.31K - $6.68K
73 $5K
GPN
Global Payments Inc

Industrials
41
+ 35.04%
$95.9 - $112.71 $3.93K - $4.62K
158 $15K
CMA
Comerica Inc

Financial Services
70
+ 636.36%
$31.21 - $47.09 $2.18K - $3.3K
81 $3K
ALC
Alcon Inc

Healthcare
19
+ 15.2%
$69.16 - $82.11 $1.31K - $1.56K
144 $11K
G
Genpact LTD

Technology
90
+ 1125.0%
$36.06 - $45.98 $3.25K - $4.14K
98 $3K
XEL
Xcel Energy Inc

Utilities
100
+ 13.5%
$61.24 - $71.27 $6.12K - $7.13K
841 $52K
HIG
Hartford Financial Services Group, Inc.

Financial Services
35
+ 31.53%
$68.04 - $72.02 $2.38K - $2.52K
146 $10K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
70
+ 280.0%
$31.83 - $42.23 $2.23K - $2.96K
95 $3K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
455
New
$5.53 - $7.44 $2.52K - $3.39K
455 $3K
PSX
Phillips 66

Energy
101
+ 10.11%
$90.81 - $106.46 $9.17K - $10.8K
1.1K $104K
LHX
L3 Harris Technologies, Inc.

Industrials
13
+ 59.09%
$175.92 - $204.43 $2.29K - $2.66K
35 $6K
LAMR
Lamar Advertising CO

Real Estate
25
+ 4.09%
$89.18 - $105.68 $2.23K - $2.64K
636 $63K
O
Realty Income Corp

Real Estate
46
+ 20.63%
$58.44 - $62.95 $2.69K - $2.9K
269 $16K
TROW
Price T Rowe Group Inc

Financial Services
15
+ 28.3%
$103.8 - $114.69 $1.56K - $1.72K
68 $7K
ABNB
Airbnb, Inc.

Consumer Cyclical
15
+ 93.75%
$104.42 - $128.68 $1.57K - $1.93K
31 $3K
WMG
Warner Music Group Corp.

Communication Services
82
New
$24.23 - $33.56 $1.99K - $2.75K
82 $2K
KMB
Kimberly Clark Corp

Consumer Defensive
21
New
$133.57 - $146.38 $2.8K - $3.07K
21 $2K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
10
+ 9.9%
$136.08 - $148.45 $1.36K - $1.48K
111 $16K
BK
Bank Of New York Mellon Corp

Financial Services
65
+ 12.2%
$39.67 - $46.36 $2.58K - $3.01K
598 $26K
HLI
Houlihan Lokey, Inc.

Financial Services
1
+ 0.57%
$84.95 - $98.88 $85 - $98.9
176 $17K
VDC
Vanguard Consumer Staples ETF

ETFs
11
+ 2.62%
$189.34 - $200.8 $2.08K - $2.21K
431 $83K
PHK
Pimco High Income Fund

Financial Services
137
+ 2.39%
$4.64 - $5.0 $636 - $685
5.87K $29K
HP
Helmerich & Payne, Inc.

Energy
40
+ 80.0%
$30.88 - $38.43 $1.24K - $1.54K
90 $3K
VRSN
Verisign Inc

Technology
5
+ 13.89%
$212.2 - $228.54 $1.06K - $1.14K
41 $9K
VAW
Vanguard Materials ETF

ETFs
3
+ 1.12%
$164.74 - $181.97 $494 - $546
270 $49K
OGN
Organon & Co.

Healthcare
130
+ 146.07%
$19.27 - $24.63 $2.51K - $3.2K
219 $4K
XRX
Xerox Holdings Corp

Technology
124
+ 7.93%
$13.59 - $15.8 $1.69K - $1.96K
1.69K $25K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
32
+ 15.69%
$18.34 - $19.64 $587 - $628
236 $4K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.84%
$54.28 - $57.76 $217 - $231
483 $27K
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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