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
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
9
+ 2.31%
$60.2 - $63.67 $542 - $573
399 $24K
ADM
Archer Daniels Midland CO

Consumer Defensive
55
+ 7.61%
$70.55 - $82.55 $3.88K - $4.54K
778 $58K
SQ
Block, Inc.

Technology
55
+ 4.16%
$55.54 - $68.84 $3.05K - $3.79K
1.38K $91K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
78
+ 312.0%
$15.57 - $17.11 $1.21K - $1.33K
103 $1K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3
+ 0.53%
$40.17 - $43.27 $121 - $130
571 $24K
CME
Cme Group Inc.

Financial Services
10
+ 23.26%
$176.67 - $195.19 $1.77K - $1.95K
53 $9K
ALB
Albemarle Corp

Basic Materials
5
+ 7.04%
$172.91 - $232.22 $865 - $1.16K
76 $16K
ALGM
Allegro Microsystems, Inc.

Technology
25
New
$35.56 - $47.86 $889 - $1.2K
25 $1K
CW
Curtiss Wright Corp

Industrials
1
+ 0.97%
$158.06 - $183.66 $158 - $184
104 $19K
EXR
Extra Space Storage Inc.

Real Estate
15
+ 60.0%
$141.96 - $164.68 $2.13K - $2.47K
40 $5K
NRG
Nrg Energy, Inc.

Utilities
25
+ 357.14%
$31.04 - $37.39 $776 - $935
32 $1K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
612
+ 2.13%
$10.48 - $11.37 $6.41K - $6.96K
29.3K $320K
DLTR
Dollar Tree, Inc.

Consumer Defensive
10
+ 8.77%
$129.56 - $160.68 $1.3K - $1.61K
124 $17K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
166
+ 4.33%
$14.6 - $15.94 $2.42K - $2.65K
4K $61K
PK
Park Hotels & Resorts Inc.

Real Estate
65
+ 9.29%
$11.5 - $14.37 $748 - $934
765 $9K
BPOP
Popular, Inc.

Financial Services
20
+ 1000.0%
$54.37 - $63.84 $1.09K - $1.28K
22 $1K
FFIV
F5, Inc.

Technology
10
+ 7.14%
$130.29 - $151.98 $1.3K - $1.52K
150 $21K
HHC
Howard Hughes Corp

Real Estate
10
+ 58.82%
$72.58 - $79.7 $726 - $797
27 $2K
CAG
Conagra Brands Inc.

Consumer Defensive
80
+ 22.66%
$33.05 - $38.45 $2.64K - $3.08K
433 $14K
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.36%
$128.93 - $142.33 $129 - $142
275 $38K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
3
+ 0.65%
$45.26 - $49.85 $136 - $150
468 $22K
Peakstone Realty Trust
160
New
N/A
160 $0
Ge Healthcare Technologies I
212
+ 33.44%
N/A
846 $0
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
3
+ 1.04%
$97.42 - $97.91 $292 - $294
291 $28K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
4
+ 1.92%
$58.34 - $62.61 $233 - $250
212 $12K
Canadian Pacific Kansas City
403
New
N/A
403 $0
EL
Estee Lauder Companies Inc

Consumer Defensive
35
+ 26.52%
$176.53 - $258.48 $6.18K - $9.05K
167 $32K
ITM
Vaneck Intermediate Muni ETF

ETFs
1
+ 5.26%
$45.32 - $46.87 $45.3 - $46.9
20 $0
USB
Us Bancorp \De\

Financial Services
126
+ 10.08%
$28.68 - $36.01 $3.61K - $4.54K
1.38K $45K
Applied Uv Inc
760
New
N/A
760 $0
VTRS
Viatris Inc

Healthcare
5
+ 1.81%
$9.02 - $10.29 $45.1 - $51.4
281 $2K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
23
+ 46.0%
$16.96 - $34.59 $390 - $796
73 $1K
IGF
Ishares Global Infrastructure

ETFs
0
New
$45.99 - $49.15 $0 - $0
0 $0
KMI
Kinder Morgan, Inc.

Energy
186
+ 1.72%
$16.11 - $17.89 $3K - $3.33K
11K $188K
NRZ
New Residential Investment Corp.

Real Estate
42
+ 2.02%
N/A
2.12K $15K
Gsk PLC
396
+ 25.56%
N/A
1.95K $0
GNTX
Gentex Corp

Consumer Cyclical
2
+ 0.76%
$26.26 - $29.26 $52.5 - $58.5
264 $7K
APPN
Appian Corp

Technology
20
New
$33.73 - $53.9 $675 - $1.08K
20 $0
Linde PLC
116
+ 81.69%
N/A
258 $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
1
+ 0.36%
$32.67 - $34.58 $32.7 - $34.6
277 $9K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
10
+ 1.16%
$117.3 - $124.97 $1.17K - $1.25K
875 $107K
Sinclair Inc
235K
New
N/A
235K $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
7
+ 5.04%
$35.21 - $37.75 $246 - $264
146 $5K
Skillz Inc
250
New
N/A
250 $0
XLU
Utilities Sector Spdr

ETFs
7
+ 2.19%
$64.34 - $69.97 $450 - $490
327 $21K
Rb Global Inc
8
New
N/A
8 $0
CSGS
Csg Systems International Inc

Technology
1
+ 0.35%
$47.8 - $54.8 $47.8 - $54.8
288 $15K
CNDT
Conduent Inc

Technology
99
New
$2.74 - $3.57 $271 - $353
99 $0
SAVE
Spirit Airlines, Inc.

Industrials
1
+ 2.33%
$14.55 - $17.62 $14.6 - $17.6
44 $0
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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