Bdo Wealth Advisors, LLC Reduced Holdings in Q2 2023

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
MU
Micron Technology Inc

Technology
-35
- 7.16%
$57.02 - $73.93 $2K - $2.59K
454 $28K
EPD
Enterprise Products Partners L.P.

Energy
-200
- 2.49%
$25.27 - $27.01 $5.05K - $5.4K
7.82K $206K
CRWD
Crowd Strike Holdings, Inc.

Technology
-12
- 14.63%
$116.74 - $160.13 $1.4K - $1.92K
70 $10K
Brookfield Asset Managmt LTD
-3.19K
- 83.55%
N/A
628 $0
EMBC
Embecta Corp.

Healthcare
-9
- 15.25%
$21.6 - $30.69 $194 - $276
50 $1K
Atlassian Corporation
-16
- 8.16%
N/A
180 $0
Brookfield Corp
-263
- 9.48%
N/A
2.51K $0
OPEN
Opendoor Technologies Inc.

Real Estate
-135
- 22.31%
$1.26 - $4.08 $170 - $551
470 $1K
NKLA
Nikola Corp

Industrials
-290
- 40.28%
$0.54 - $1.44 $157 - $418
430 $0
Annaly Capital Management In
-633
- 18.43%
N/A
2.8K $0
UL
Unilever PLC

Consumer Defensive
-9
- 0.12%
$49.84 - $55.56 $449 - $500
7.34K $382K
AKAM
Akamai Technologies Inc

Technology
-22
- 4.31%
$77.04 - $93.84 $1.69K - $2.06K
489 $43K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2
- 0.67%
$327.75 - $344.77 $656 - $690
298 $102K
TJX
Tjx Companies Inc

Consumer Cyclical
-95
- 5.78%
$75.94 - $84.79 $7.21K - $8.06K
1.55K $131K
EFG
Msci Eafe Growth ETF

ETFs
-95
- 1.23%
$93.15 - $96.95 $8.85K - $9.21K
7.64K $728K
FDX
Fedex Corp

Industrials
-43
- 5.54%
$217.29 - $249.98 $9.34K - $10.7K
733 $181K
MPW
Medical Properties Trust Inc

Real Estate
-1.13K
- 7.44%
$7.26 - $9.35 $8.22K - $10.6K
14.1K $130K
BX
Blackstone Inc.

Financial Services
-276
- 4.46%
$80.4 - $92.97 $22.2K - $25.7K
5.91K $549K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-295
- 3.25%
$97.74 - $107.13 $28.8K - $31.6K
8.79K $941K
DGRO
Ishares Core Dividend Growth E

ETFs
-84
- 0.93%
$49.08 - $51.53 $4.12K - $4.33K
8.97K $462K
BAX
Baxter International Inc

Healthcare
-60
- 2.44%
$39.98 - $47.68 $2.4K - $2.86K
2.4K $109K
IWM
Ishares Russell 2000 ETF

ETFs
-25
- 1.39%
$170.4 - $187.93 $4.26K - $4.7K
1.77K $332K
CTR
Clear Bridge Mlp & Midstream Total Return Fund Inc.

Financial Services
-228
- 2.61%
$27.54 - $31.73 $6.28K - $7.23K
8.5K $269K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-7
- 0.06%
$71.44 - $74.33 $500 - $520
11K $820K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-252
- 0.54%
$11.5 - $12.21 $2.9K - $3.08K
46.1K $562K
CCL
Carnival Corp

Consumer Cyclical
-645
- 18.31%
$8.76 - $18.83 $5.65K - $12.1K
2.88K $54K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
-3.66K
- 4.11%
$13.63 - $15.73 $49.9K - $57.6K
85.5K $1.34M
VOX
Vanguard Communication Service

ETFs
-75
- 2.25%
$93.55 - $106.94 $7.02K - $8.02K
3.26K $346K
AAL
American Airlines Group Inc.

Industrials
-170
- 1.79%
$12.74 - $17.94 $2.17K - $3.05K
9.35K $167K
HAS
Hasbro, Inc.

Consumer Cyclical
-279
- 5.57%
$51.04 - $64.77 $14.2K - $18.1K
4.73K $306K
IEMG
Ishares Inc

ETFs
-5.12K
- 0.87%
$47.35 - $50.88 $242K - $261K
582K $28.7M
AMD
Advanced Micro Devices Inc

Technology
-135
- 3.52%
$81.62 - $129.19 $11K - $17.4K
3.7K $421K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-1.96K
- 4.1%
$12.4 - $14.0 $24.3K - $27.4K
45.8K $640K
VB
Vanguard Small Cap ETF

ETFs
-378
- 2.81%
$181.26 - $198.89 $68.5K - $75.2K
13.1K $2.6M
TOST
Toast, Inc.

Technology
-9.7K
- 15.06%
$16.37 - $23.69 $159K - $230K
54.7K $1.23M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-3.59K
- 3.55%
$20.47 - $23.6 $73.4K - $84.7K
97.4K $2.3M
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.14%
$482.76 - $538.38 $1.93K - $2.15K
2.86K $1.54M
MAR
Marriott International Inc

Consumer Cyclical
-35
- 0.47%
$161.47 - $183.69 $5.65K - $6.43K
7.44K $1.37M
BRO
Brown & Brown, Inc.

Financial Services
-206
- 1.51%
$57.65 - $68.84 $11.9K - $14.2K
13.4K $921K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-57
- 0.33%
$92.63 - $109.67 $5.28K - $6.25K
17.3K $1.9M
HD
Home Depot, Inc.

Consumer Cyclical
-222
- 1.62%
$282.33 - $313.74 $62.7K - $69.7K
13.5K $4.2M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-89
- 0.24%
$96.13 - $107.52 $8.56K - $9.57K
37.4K $3.99M
URI
United Rentals, Inc.

Industrials
-48
- 0.87%
$326.53 - $445.37 $15.7K - $21.4K
5.5K $2.45M
BXSL
Blackstone Secured Lending Fund

Financial Services
-486
- 0.36%
$23.95 - $27.51 $11.6K - $13.4K
134K $3.66M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.76K
- 3.14%
$149.72 - $161.19 $414K - $446K
85.1K $13.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-99
- 0.71%
$239.31 - $275.18 $23.7K - $27.2K
13.9K $3.82M
FISV
Fiserv Inc

Technology
-225
- 0.68%
$111.59 - $126.15 $25.1K - $28.4K
32.8K $4.14M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-7.48K
- 2.41%
$139.61 - $149.64 $1.04M - $1.12M
303K $45.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-182
- 1.04%
$199.81 - $235.32 $36.4K - $42.8K
17.2K $4.06M
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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