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
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
70
+ 280.0%
$31.83 - $42.23 $2.23K - $2.96K
95 $3K
HIG
Hartford Financial Services Group, Inc.

Financial Services
35
+ 31.53%
$68.04 - $72.02 $2.38K - $2.52K
146 $10K
MNST
Monster Beverage Corp

Consumer Defensive
42
+ 11.23%
$52.28 - $59.94 $2.2K - $2.52K
416 $23K
ALC
Alcon Inc

Healthcare
19
+ 15.2%
$69.16 - $82.11 $1.31K - $1.56K
144 $11K
CMA
Comerica Inc

Financial Services
70
+ 636.36%
$31.21 - $47.09 $2.18K - $3.3K
81 $3K
XEL
Xcel Energy Inc

Utilities
100
+ 13.5%
$61.24 - $71.27 $6.12K - $7.13K
841 $52K
PSX
Phillips 66

Energy
101
+ 10.11%
$90.81 - $106.46 $9.17K - $10.8K
1.1K $104K
AAP
Advance Auto Parts Inc

Consumer Cyclical
52
+ 247.62%
$63.58 - $128.37 $3.31K - $6.68K
73 $5K
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
OGN
Organon & Co.

Healthcare
130
+ 146.07%
$19.27 - $24.63 $2.51K - $3.2K
219 $4K
O
Realty Income Corp

Real Estate
46
+ 20.63%
$58.44 - $62.95 $2.69K - $2.9K
269 $16K
BK
Bank Of New York Mellon Corp

Financial Services
65
+ 12.2%
$39.67 - $46.36 $2.58K - $3.01K
598 $26K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
10
+ 9.9%
$136.08 - $148.45 $1.36K - $1.48K
111 $16K
PHK
Pimco High Income Fund

Financial Services
137
+ 2.39%
$4.64 - $5.0 $636 - $685
5.87K $29K
LHX
L3 Harris Technologies, Inc.

Industrials
13
+ 59.09%
$175.92 - $204.43 $2.29K - $2.66K
35 $6K
VAW
Vanguard Materials ETF

ETFs
3
+ 1.12%
$164.74 - $181.97 $494 - $546
270 $49K
VDC
Vanguard Consumer Staples ETF

ETFs
11
+ 2.62%
$189.34 - $200.8 $2.08K - $2.21K
431 $83K
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
LAMR
Lamar Advertising CO

Real Estate
25
+ 4.09%
$89.18 - $105.68 $2.23K - $2.64K
636 $63K
HHC
Howard Hughes Corp

Real Estate
10
+ 58.82%
$72.58 - $79.7 $726 - $797
27 $2K
CW
Curtiss Wright Corp

Industrials
1
+ 0.97%
$158.06 - $183.66 $158 - $184
104 $19K
CAG
Conagra Brands Inc.

Consumer Defensive
80
+ 22.66%
$33.05 - $38.45 $2.64K - $3.08K
433 $14K
SQ
Block, Inc.

Technology
55
+ 4.16%
$55.54 - $68.84 $3.05K - $3.79K
1.38K $91K
ALB
Albemarle Corp

Basic Materials
5
+ 7.04%
$172.91 - $232.22 $865 - $1.16K
76 $16K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
78
+ 312.0%
$15.57 - $17.11 $1.21K - $1.33K
103 $1K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
9
+ 2.31%
$60.2 - $63.67 $542 - $573
399 $24K
CME
Cme Group Inc.

Financial Services
10
+ 23.26%
$176.67 - $195.19 $1.77K - $1.95K
53 $9K
IBB
Ishares Biotechnology ETF

ETFs
6
+ 54.55%
$125.53 - $133.58 $753 - $801
17 $2K
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.36%
$128.93 - $142.33 $129 - $142
275 $38K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.84%
$54.28 - $57.76 $217 - $231
483 $27K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3
+ 0.53%
$40.17 - $43.27 $121 - $130
571 $24K
XRX
Xerox Holdings Corp

Technology
124
+ 7.93%
$13.59 - $15.8 $1.69K - $1.96K
1.69K $25K
NRG
Nrg Energy, Inc.

Utilities
25
+ 357.14%
$31.04 - $37.39 $776 - $935
32 $1K
PK
Park Hotels & Resorts Inc.

Real Estate
65
+ 9.29%
$11.5 - $14.37 $748 - $934
765 $9K
DLTR
Dollar Tree, Inc.

Consumer Defensive
10
+ 8.77%
$129.56 - $160.68 $1.3K - $1.61K
124 $17K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
612
+ 2.13%
$10.48 - $11.37 $6.41K - $6.96K
29.3K $320K
BPOP
Popular, Inc.

Financial Services
20
+ 1000.0%
$54.37 - $63.84 $1.09K - $1.28K
22 $1K
ADM
Archer Daniels Midland CO

Consumer Defensive
55
+ 7.61%
$70.55 - $82.55 $3.88K - $4.54K
778 $58K
FFIV
F5, Inc.

Technology
10
+ 7.14%
$130.29 - $151.98 $1.3K - $1.52K
150 $21K
EXR
Extra Space Storage Inc.

Real Estate
15
+ 60.0%
$141.96 - $164.68 $2.13K - $2.47K
40 $5K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
166
+ 4.33%
$14.6 - $15.94 $2.42K - $2.65K
4K $61K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
32
+ 15.69%
$18.34 - $19.64 $587 - $628
236 $4K
NRZ
New Residential Investment Corp.

Real Estate
42
+ 2.02%
N/A
2.12K $15K
ITM
Vaneck Intermediate Muni ETF

ETFs
1
+ 5.26%
$45.32 - $46.87 $45.3 - $46.9
20 $0
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
3
+ 1.04%
$97.42 - $97.91 $292 - $294
291 $28K
KMI
Kinder Morgan, Inc.

Energy
186
+ 1.72%
$16.11 - $17.89 $3K - $3.33K
11K $188K
Linde PLC
116
+ 81.69%
N/A
258 $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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