Bdo Wealth Advisors, LLC Incresed Positions in Q2 2023

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
HTGC
Hercules Capital, Inc.

Financial Services
93
+ 3.08%
$12.38 - $15.08 $1.15K - $1.4K
3.11K $46K
TT
Trane Technologies PLC

Industrials
35
+ 15.28%
$163.23 - $191.26 $5.71K - $6.69K
264 $50K
CL
Colgate Palmolive CO

Consumer Defensive
30
+ 1.15%
$74.38 - $81.98 $2.23K - $2.46K
2.64K $203K
AJG
Arthur J. Gallagher & Co.

Financial Services
10
+ 5.49%
$193.26 - $219.57 $1.93K - $2.2K
192 $42K
MLM
Martin Marietta Materials Inc

Basic Materials
10
+ 40.0%
$337.06 - $461.69 $3.37K - $4.62K
35 $16K
LEN
Lennar Corp

Consumer Cyclical
25
+ 12.56%
$102.06 - $126.06 $2.55K - $3.15K
224 $28K
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.2%
$209.12 - $229.74 $209 - $230
497 $114K
SWKS
Skyworks Solutions, Inc.

Technology
223
+ 9.28%
$96.43 - $117.39 $21.5K - $26.2K
2.63K $290K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
85
+ 56.67%
$43.11 - $56.46 $3.66K - $4.8K
235 $13K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
75
+ 10.71%
$12.46 - $21.77 $935 - $1.63K
775 $16K
SYY
Sysco Corp

Consumer Defensive
250
+ 6.99%
$69.52 - $78.32 $17.4K - $19.6K
3.83K $283K
MO
Altria Group, Inc.

Consumer Defensive
79
+ 1.56%
$43.42 - $47.78 $3.43K - $3.77K
5.15K $233K
PSA
Public Storage

Real Estate
25
+ 71.43%
$280.01 - $314.05 $7K - $7.85K
60 $17K
DD
Du Pont De Nemours, Inc.

Basic Materials
100
+ 62.11%
$63.77 - $72.37 $6.38K - $7.24K
261 $18K
XLV
Select Sector Spdr Fund Health

ETFs
38
+ 14.07%
$126.74 - $135.66 $4.82K - $5.16K
308 $40K
CNP
Centerpoint Energy Inc

Utilities
211
+ 141.61%
$28.18 - $30.83 $5.95K - $6.51K
360 $10K
SKYY
First Trust Cloud Computing Et

ETFs
8
+ 1.37%
$60.7 - $78.04 $486 - $624
594 $45K
HLN
Haleon PLC

Healthcare
617
+ 26.91%
$8.04 - $9.0 $4.96K - $5.55K
2.91K $24K
NTAP
Net App, Inc.

Technology
13
+ 3.61%
$61.44 - $76.4 $799 - $993
373 $28K
MAT
Mattel Inc

Consumer Cyclical
250
+ 156.25%
$16.76 - $19.54 $4.19K - $4.89K
410 $8K
AWK
American Water Works Company, Inc.

Utilities
45
+ 50.0%
$140.23 - $152.42 $6.31K - $6.86K
135 $19K
IQV
Iqvia Holdings Inc.

Healthcare
20
+ 37.04%
$183.66 - $224.77 $3.67K - $4.5K
74 $16K
WELL
Welltower Inc.

Real Estate
45
+ 27.11%
$70.38 - $81.95 $3.17K - $3.69K
211 $17K
PFG
Principal Financial Group Inc

Financial Services
70
+ 70.0%
$65.46 - $77.11 $4.58K - $5.4K
170 $12K
ORCC
Owl Rock Capital Corp

Financial Services
59
+ 1.14%
$12.25 - $13.78 $723 - $813
5.21K $69K
GWW
W.W. Grainger, Inc.

Industrials
4
+ 22.22%
$641.66 - $788.59 $2.57K - $3.15K
22 $17K
KR
Kroger CO

Consumer Defensive
105
+ 35.0%
$44.66 - $49.98 $4.69K - $5.25K
405 $19K
FAST
Fastenal CO

Industrials
80
+ 160.0%
$51.48 - $58.99 $4.12K - $4.72K
130 $7K
ROST
Ross Stores, Inc.

Consumer Cyclical
40
+ 40.0%
$100.9 - $112.13 $4.04K - $4.49K
140 $15K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10
+ 0.21%
$34.48 - $36.54 $345 - $365
4.69K $167K
ADSK
Autodesk, Inc.

Technology
25
+ 50.0%
$189.9 - $221.43 $4.75K - $5.54K
75 $15K
ICE
Intercontinental Exchange, Inc.

Financial Services
30
+ 10.75%
$104.4 - $113.08 $3.13K - $3.39K
309 $34K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
83
+ 4.37%
$69.18 - $73.94 $5.74K - $6.14K
1.98K $144K
TRU
Trans Union

Industrials
30
+ 62.5%
$60.32 - $78.33 $1.81K - $2.35K
78 $6K
XYL
Xylem Inc.

Industrials
1
+ 0.19%
$98.35 - $113.53 $98.4 - $114
522 $58K
VRSK
Verisk Analytics, Inc.

Industrials
5
+ 8.77%
$188.98 - $228.01 $945 - $1.14K
62 $14K
DE
Deere & CO

Industrials
25
+ 3.23%
$345.98 - $416.59 $8.65K - $10.4K
798 $323K
IGR
Cbre Global Real Estate Income Fund

Financial Services
816
+ 17.03%
$4.98 - $5.54 $4.06K - $4.52K
5.61K $29K
VTR
Ventas, Inc.

Real Estate
90
+ 290.32%
$41.97 - $48.05 $3.78K - $4.32K
121 $5K
AEE
Ameren Corp

Utilities
50
+ 50.0%
$80.14 - $90.76 $4.01K - $4.54K
150 $12K
VTV
Vanguard Value ETF

ETFs
4
+ 0.44%
$134.74 - $142.42 $539 - $570
918 $130K
RMD
Resmed Inc

Healthcare
15
+ 9.43%
$209.98 - $240.96 $3.15K - $3.61K
174 $38K
DUK
Duke Energy Corp

Utilities
254
+ 8.99%
$88.01 - $99.74 $22.4K - $25.3K
3.08K $276K
CTVA
Corteva, Inc.

Basic Materials
65
+ 30.23%
$53.49 - $62.97 $3.48K - $4.09K
280 $16K
OSK
Oshkosh Corp

Industrials
35
+ 7.78%
$72.9 - $86.59 $2.55K - $3.03K
485 $41K
MTB
M&T Bank Corp

Financial Services
20
+ 4.96%
$111.43 - $129.97 $2.23K - $2.6K
423 $52K
KEYS
Keysight Technologies, Inc.

Technology
15
+ 35.71%
$141.25 - $167.45 $2.12K - $2.51K
57 $9K
GPN
Global Payments Inc

Industrials
41
+ 35.04%
$95.9 - $112.71 $3.93K - $4.62K
158 $15K
G
Genpact LTD

Technology
90
+ 1125.0%
$36.06 - $45.98 $3.25K - $4.14K
98 $3K
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