Bdo Wealth Advisors, LLC Sells in Q2 2023

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-75.9K
- 41.53%
$75.52 - $76.97 $5.73M - $5.84M
107K $8.07M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-29.9K
- 31.93%
$91.14 - $99.81 $2.72M - $2.98M
63.7K $6.34M
WMT
Walmart Inc.

Consumer Defensive
-16K
- 75.64%
$146.06 - $157.73 $2.33M - $2.52M
5.14K $807K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-25.4K
- 94.09%
$81.05 - $82.41 $2.06M - $2.09M
1.59K $129K
ALL
Allstate Corp

Financial Services
-14.6K
- 91.19%
$107.53 - $119.0 $1.57M - $1.74M
1.41K $153K
VIG
Vanguard Dividend Appreciation

ETFs
-10.3K
- 43.38%
$152.74 - $162.43 $1.57M - $1.67M
13.4K $2.17M
COF
Capital One Financial Corp

Financial Services
-15.3K
- 94.29%
$85.63 - $113.65 $1.31M - $1.74M
926 $101K
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.73K
- 13.13%
$404.36 - $443.28 $1.51M - $1.65M
24.7K $10.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.93K
- 1.83%
$75.46 - $76.54 $448K - $454K
319K $24.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.59K
- 35.88%
$309.99 - $370.26 $803K - $959K
4.63K $1.71M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-23
- 0.3%
$508.46 - $591.13 $11.7K - $13.6K
7.73K $4.03M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.13K
- 4.47%
$72.23 - $74.46 $298K - $307K
88.3K $6.42M
IWP
Ishares Russell Mid Cap Growth

ETFs
-4.71K
- 32.63%
$87.72 - $96.63 $413K - $455K
9.72K $939K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.74K
- 3.57%
$28.37 - $36.31 $49.3K - $63.1K
46.9K $1.34M
FNB
Fnb Corp

Financial Services
-26.6K
- 13.28%
$10.38 - $12.14 $276K - $323K
174K $1.99M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-3.59K
- 85.72%
$90.21 - $92.61 $323K - $332K
597 $54K
SYNA
Synaptics Inc

Technology
-546
- 9.26%
$73.55 - $107.9 $40.2K - $58.9K
5.35K $456K
VZ
Verizon Communications Inc

Communication Services
-1.83K
- 3.04%
$34.46 - $40.11 $63.1K - $73.4K
58.3K $2.17M
EMB
Ishares Tr

ETFs
-1.9K
- 41.6%
$83.9 - $86.54 $159K - $164K
2.67K $230K
EEM
Ishares Msci Emerging Markets

ETFs
-4.59K
- 1.65%
$38.19 - $41.02 $175K - $188K
273K $10.8M
VO
Vanguard Mid Cap ETF

ETFs
-1.8K
- 6.46%
$203.43 - $220.16 $366K - $396K
26.1K $5.74M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.5K
- 25.99%
$74.96 - $77.47 $112K - $116K
4.27K $321K
MPC
Marathon Petroleum Corp

Energy
-10
- 0.16%
$104.91 - $135.64 $1.05K - $1.36K
6.07K $707K
VFH
Vanguard Financial ETF

ETFs
-1.11K
- 30.62%
$74.65 - $81.49 $83K - $90.6K
2.52K $204K
PFF
Ishares Trust Ishares Pfd And

ETFs
-824
- 0.52%
$29.33 - $31.46 $24.2K - $25.9K
157K $4.85M
EQIX
Equinix Inc

Real Estate
-122
- 31.36%
$675.18 - $783.94 $82.4K - $95.6K
267 $209K
XLE
Energy Sector Spdr

ETFs
-364
- 1.53%
$76.59 - $87.23 $27.9K - $31.8K
23.4K $1.9M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-816
- 11.42%
$87.59 - $95.56 $71.5K - $78K
6.33K $602K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-847
- 1.61%
$50.02 - $50.76 $42.4K - $43K
51.7K $2.59M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-911
- 89.49%
$53.4 - $66.57 $48.6K - $60.6K
107 $6K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-311
- 0.34%
$46.54 - $47.72 $14.5K - $14.8K
91K $4.28M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-8.37K
- 1.5%
$70.67 - $73.9 $592K - $619K
550K $39.8M
QCOM
Qualcomm Inc

Technology
-188
- 4.59%
$103.02 - $124.74 $19.4K - $23.5K
3.91K $464K
TFC
Truist Financial Corp

Financial Services
-367
- 3.81%
$26.21 - $34.79 $9.62K - $12.8K
9.26K $281K
VICI
Vici Properties Inc.

Real Estate
-894
- 5.95%
$30.28 - $33.94 $27.1K - $30.3K
14.1K $444K
WTFC
Wintrust Financial Corp

Financial Services
-558
- 98.41%
$60.72 - $73.74 $33.9K - $41.1K
9 $0
GLD
Spdr Gold Trust

ETFs
-114
- 2.76%
$177.09 - $190.44 $20.2K - $21.7K
4.01K $715K
CE
Celanese Corp

Basic Materials
-904
- 9.28%
$100.46 - $117.77 $90.8K - $106K
8.84K $1.02M
GS
Goldman Sachs Group Inc

Financial Services
-90
- 10.96%
$312.36 - $343.96 $28.1K - $31K
731 $235K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.67K
- 19.45%
$24.86 - $27.15 $41.6K - $45.4K
6.93K $188K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-3.3K
- 82.83%
$8.92 - $11.42 $29.4K - $37.7K
684 $7K
EEMV
Ishares Msci Emerging Markets

ETFs
-554
- 17.21%
$54.48 - $56.53 $30.2K - $31.3K
2.67K $146K
ILMN
Illumina, Inc.

Healthcare
-105
- 50.0%
$183.43 - $232.67 $19.3K - $24.4K
105 $19K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-2.19K
- 5.21%
$8.03 - $8.6 $17.6K - $18.8K
39.9K $332K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-93
- 0.78%
$97.49 - $100.53 $9.07K - $9.35K
11.9K $1.16M
MRNA
Moderna, Inc.

Healthcare
-25
- 3.25%
$118.5 - $160.53 $2.96K - $4.01K
745 $90K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-492
- 17.9%
$45.49 - $47.04 $22.4K - $23.1K
2.26K $103K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
-1.65K
- 16.8%
$11.27 - $12.02 $18.6K - $19.8K
8.17K $95K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-105
- 6.01%
$59.37 - $77.33 $6.23K - $8.12K
1.64K $109K
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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