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
Digitalbridge Group Inc
95
+ 1.98%
N/A
4.9K $0
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
9
+ 1.0%
$40.12 - $40.3 $361 - $363
908 $36K
STT
State Street Corp

Financial Services
238
+ 3.31%
$66.54 - $80.03 $15.8K - $19K
7.43K $543K
PVH
Pvh Corp.

Consumer Cyclical
10
+ 27.03%
$76.96 - $89.01 $770 - $890
47 $3K
EMN
Eastman Chemical CO

Basic Materials
2
+ 0.74%
$77.09 - $84.41 $154 - $169
274 $22K
SBAC
Sba Communications Corp

Real Estate
5
+ 7.94%
$220.69 - $265.35 $1.1K - $1.33K
68 $15K
PGR
Progressive Corp

Financial Services
65
+ 7.68%
$125.05 - $149.0 $8.13K - $9.69K
911 $120K
RYN
Rayonier Inc

Real Estate
9
+ 0.97%
$28.42 - $33.27 $256 - $299
936 $29K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
3
+ 0.33%
$33.12 - $35.11 $99.4 - $105
902 $30K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4
+ 0.59%
$46.63 - $47.38 $187 - $190
684 $31K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
2
+ 0.24%
$43.56 - $52.25 $87.1 - $105
831 $42K
EDC
Direxion Daily Emerging Market

ETFs
23
+ 1.0%
$27.64 - $34.64 $636 - $797
2.33K $71K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
120
+ 0.77%
$49.5 - $51.06 $5.94K - $6.13K
15.7K $789K
OKE
Oneok Inc

Energy
70
+ 2.06%
$56.58 - $67.03 $3.96K - $4.69K
3.46K $213K
PAYX
Paychex Inc

Industrials
20
+ 1.49%
$104.93 - $113.59 $2.1K - $2.27K
1.37K $152K
AMGN
Amgen Inc

Healthcare
111
+ 8.21%
$214.27 - $253.37 $23.8K - $28.1K
1.46K $324K
SCI
Service Corp International

Consumer Cyclical
2
+ 0.39%
$62.92 - $72.1 $126 - $144
520 $33K
IEP
Icahn Enterprises L.P.

Industrials
22
+ 11.4%
$20.63 - $52.78 $454 - $1.16K
215 $6K
INDB
Independent Bank Corp

Financial Services
1
+ 0.78%
$44.14 - $64.47 $44.1 - $64.5
130 $5K
ETSY
Etsy Inc

Consumer Cyclical
20
+ 11.56%
$81.05 - $109.64 $1.62K - $2.19K
193 $16K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
195
+ 1.81%
$8.72 - $9.85 $1.7K - $1.92K
10.9K $99K
PARA
Paramount Global

Communication Services
6
+ 1.1%
$14.08 - $23.44 $84.5 - $141
552 $8K
DIS
Walt Disney CO

Communication Services
3.26K
+ 12.02%
$87.82 - $102.97 $287K - $336K
30.4K $2.72M
SRE
Sempra Energy

Utilities
123
+ 3.04%
$143.53 - $157.99 $17.7K - $19.4K
4.17K $606K
DG
Dollar General Corp

Consumer Defensive
35
+ 12.77%
$153.05 - $222.43 $5.36K - $7.79K
309 $52K
MMM
3 M CO

Industrials
1
+ 0.07%
$93.31 - $106.78 $93.3 - $107
1.46K $146K
LYB
Lyondell Basell Industries N.V.

Basic Materials
42
+ 0.68%
$85.54 - $97.27 $3.59K - $4.09K
6.19K $568K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
43
+ 3.38%
$86.68 - $100.3 $3.73K - $4.31K
1.31K $113K
MET
Metlife Inc

Financial Services
414
+ 1.68%
$49.12 - $61.81 $20.3K - $25.6K
25K $1.42M
PBI
Pitney Bowes Inc

Industrials
434
+ 1.24%
$2.89 - $3.9 $1.25K - $1.69K
35.5K $125K
DVY
Ishares Tr

ETFs
118
+ 1.77%
$108.5 - $119.27 $12.8K - $14.1K
6.78K $768K
GIS
General Mills Inc

Consumer Defensive
100
+ 2.85%
$76.3 - $90.61 $7.63K - $9.06K
3.61K $277K
LMT
Lockheed Martin Corp

Industrials
42
+ 1.16%
$442.83 - $501.41 $18.6K - $21.1K
3.68K $1.69M
AVY
Avery Dennison Corp

Industrials
40
+ 0.71%
$159.24 - $180.01 $6.37K - $7.2K
5.67K $973K
T
At&T Inc.

Communication Services
147
+ 1.13%
$15.15 - $19.96 $2.23K - $2.93K
13.2K $210K
UGI
Ugi Corp

Utilities
265
+ 3.05%
$26.45 - $35.34 $7.01K - $9.37K
8.95K $241K
CF
Cf Industries Holdings, Inc.

Basic Materials
26
+ 0.11%
$60.24 - $78.01 $1.57K - $2.03K
22.6K $1.57M
CVS
Cvs Health Corp

Healthcare
736
+ 3.25%
$66.65 - $77.75 $49.1K - $57.2K
23.4K $1.62M
CVX
Chevron Corp

Energy
96
+ 0.52%
$150.62 - $172.44 $14.5K - $16.6K
18.7K $2.94M
PFE
Pfizer Inc

Healthcare
4.46K
+ 6.5%
$36.12 - $41.79 $161K - $187K
73.1K $2.68M
X
United States Steel Corp

Basic Materials
554
+ 0.46%
$20.8 - $26.66 $11.5K - $14.8K
122K $3.05M
DHR
Danaher Corp

Healthcare
31
+ 0.29%
$224.99 - $256.14 $6.97K - $7.94K
10.8K $2.58M
TSN
Tyson Foods, Inc.

Consumer Defensive
553
+ 2.71%
$47.28 - $62.49 $26.1K - $34.6K
20.9K $1.07M
APTV
Aptiv PLC

Consumer Cyclical
25
+ 0.12%
$88.08 - $110.49 $2.2K - $2.76K
20.9K $2.13M
VLO
Valero Energy Corp

Energy
436
+ 3.63%
$104.31 - $138.53 $45.5K - $60.4K
12.5K $1.46M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
28
+ 1.0%
$700.03 - $830.35 $19.6K - $23.2K
2.82K $2.02M
TGT
Target Corp

Consumer Defensive
637
+ 2.71%
$126.48 - $169.58 $80.6K - $108K
24.2K $3.19M
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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