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
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
3
+ 0.65%
$45.26 - $49.85 $136 - $150
468 $22K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
23
+ 46.0%
$16.96 - $34.59 $390 - $796
73 $1K
EMN
Eastman Chemical CO

Basic Materials
2
+ 0.74%
$77.09 - $84.41 $154 - $169
274 $22K
Gsk PLC
396
+ 25.56%
N/A
1.95K $0
USB
Us Bancorp \De\

Financial Services
126
+ 10.08%
$28.68 - $36.01 $3.61K - $4.54K
1.38K $45K
PVH
Pvh Corp.

Consumer Cyclical
10
+ 27.03%
$76.96 - $89.01 $770 - $890
47 $3K
VTRS
Viatris Inc

Healthcare
5
+ 1.81%
$9.02 - $10.29 $45.1 - $51.4
281 $2K
STT
State Street Corp

Financial Services
238
+ 3.31%
$66.54 - $80.03 $15.8K - $19K
7.43K $543K
GNTX
Gentex Corp

Consumer Cyclical
2
+ 0.76%
$26.26 - $29.26 $52.5 - $58.5
264 $7K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1
+ 0.36%
$32.67 - $34.58 $32.7 - $34.6
277 $9K
EL
Estee Lauder Companies Inc

Consumer Defensive
35
+ 26.52%
$176.53 - $258.48 $6.18K - $9.05K
167 $32K
CSGS
Csg Systems International Inc

Technology
1
+ 0.35%
$47.8 - $54.8 $47.8 - $54.8
288 $15K
Ge Healthcare Technologies I
212
+ 33.44%
N/A
846 $0
XLU
Utilities Sector Spdr

ETFs
7
+ 2.19%
$64.34 - $69.97 $450 - $490
327 $21K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
4
+ 1.92%
$58.34 - $62.61 $233 - $250
212 $12K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
10
+ 1.16%
$117.3 - $124.97 $1.17K - $1.25K
875 $107K
SAVE
Spirit Airlines, Inc.

Industrials
1
+ 2.33%
$14.55 - $17.62 $14.6 - $17.6
44 $0
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
9
+ 1.0%
$40.12 - $40.3 $361 - $363
908 $36K
Digitalbridge Group Inc
95
+ 1.98%
N/A
4.9K $0
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
RYN
Rayonier Inc

Real Estate
9
+ 0.97%
$28.42 - $33.27 $256 - $299
936 $29K
PGR
Progressive Corp

Financial Services
65
+ 7.68%
$125.05 - $149.0 $8.13K - $9.69K
911 $120K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
2
+ 0.24%
$43.56 - $52.25 $87.1 - $105
831 $42K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
3
+ 0.33%
$33.12 - $35.11 $99.4 - $105
902 $30K
SBAC
Sba Communications Corp

Real Estate
5
+ 7.94%
$220.69 - $265.35 $1.1K - $1.33K
68 $15K
SCCO
Southern Copper Corp

Basic Materials
10
+ 3.95%
$65.03 - $81.85 $650 - $819
263 $18K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4
+ 0.59%
$46.63 - $47.38 $187 - $190
684 $31K
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
SCI
Service Corp International

Consumer Cyclical
2
+ 0.39%
$62.92 - $72.1 $126 - $144
520 $33K
AMGN
Amgen Inc

Healthcare
111
+ 8.21%
$214.27 - $253.37 $23.8K - $28.1K
1.46K $324K
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
INDB
Independent Bank Corp

Financial Services
1
+ 0.78%
$44.14 - $64.47 $44.1 - $64.5
130 $5K
IEP
Icahn Enterprises L.P.

Industrials
22
+ 11.4%
$20.63 - $52.78 $454 - $1.16K
215 $6K
DIS
Walt Disney CO

Communication Services
3.26K
+ 12.02%
$87.82 - $102.97 $287K - $336K
30.4K $2.72M
PARA
Paramount Global

Communication Services
6
+ 1.1%
$14.08 - $23.44 $84.5 - $141
552 $8K
DG
Dollar General Corp

Consumer Defensive
35
+ 12.77%
$153.05 - $222.43 $5.36K - $7.79K
309 $52K
SRE
Sempra Energy

Utilities
123
+ 3.04%
$143.53 - $157.99 $17.7K - $19.4K
4.17K $606K
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
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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