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
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
-745
- 1.65%
$10.97 - $11.83 $8.17K - $8.81K
44.4K $506K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-150
- 3.99%
$106.02 - $110.43 $15.9K - $16.6K
3.61K $389K
MFD
Macquarie/First Trust Global Infrastr/Util Div & Inc Fund

Financial Services
-2.7K
- 67.59%
$7.6 - $8.56 $20.5K - $23.1K
1.29K $10K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-204
- 51.65%
$97.43 - $99.5 $19.9K - $20.3K
191 $18K
LNC
Lincoln National Corp

Financial Services
-1.18K
- 35.61%
$19.11 - $25.76 $22.5K - $30.3K
2.13K $54K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-598
- 3.23%
$13.76 - $15.1 $8.23K - $9.03K
17.9K $252K
SCHW
Schwab Charles Corp

Financial Services
-395
- 39.3%
$47.37 - $57.14 $18.7K - $22.6K
610 $34K
MGM
Mgm Resorts International

Consumer Cyclical
-400
- 38.65%
$39.12 - $46.04 $15.6K - $18.4K
635 $27K
DLR
Digital Realty Trust, Inc.

Real Estate
-316
- 25.86%
$86.49 - $113.87 $27.3K - $36K
906 $103K
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
-729
- 1.89%
$11.04 - $11.75 $8.05K - $8.57K
37.8K $432K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
-3.9K
- 85.71%
$2.95 - $3.55 $11.5K - $13.8K
650 $1K
EARN
Ellington Residential Mortgage Reit

Real Estate
-1.59K
- 7.55%
$6.77 - $7.37 $10.7K - $11.7K
19.4K $139K
NOC
Northrop Grumman Corp

Industrials
-20
- 2.62%
$433.51 - $479.47 $8.67K - $9.59K
743 $338K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.96K
- 0.77%
$39.05 - $42.09 $116K - $125K
380K $15.5M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
-3.41K
- 3.37%
$9.12 - $9.63 $31.1K - $32.8K
97.8K $932K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-367
- 20.16%
$47.67 - $52.37 $17.5K - $19.2K
1.45K $76K
EFV
Msci Eafe Value ETF

ETFs
-918
- 1.13%
$47.6 - $50.24 $43.7K - $46.1K
80.1K $3.92M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-40
- 20.0%
$289.85 - $339.03 $11.6K - $13.6K
160 $53K
FSD
First Trust High Income Long/Short Fund

Financial Services
-1K
- 10.66%
$10.9 - $11.55 $10.9K - $11.6K
8.38K $95K
PXD
Pioneer Natural Resources CO

Energy
-56
- 12.99%
$198.66 - $230.0 $11.1K - $12.9K
375 $77K
RTX
Raytheon Technologies Corp

Industrials
-123
- 0.62%
$92.14 - $104.66 $11.3K - $12.9K
19.7K $1.93M
TSCO
Tractor Supply CO

Consumer Cyclical
-42
- 40.78%
$206.32 - $249.97 $8.67K - $10.5K
61 $13K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-150
- 1.2%
$48.08 - $48.64 $7.21K - $7.3K
12.3K $594K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-174
- 7.41%
$50.04 - $50.36 $8.71K - $8.76K
2.17K $108K
ALK
Alaska Air Group, Inc.

Industrials
-300
- 52.17%
$41.91 - $53.18 $12.6K - $16K
275 $14K
NEWT
Newtek Business Services Corp.

Financial Services
-1K
- 45.45%
$10.96 - $17.03 $11K - $17K
1.2K $19K
GRMN
Garmin LTD

Technology
-129
- 10.13%
$95.2 - $107.57 $12.3K - $13.9K
1.14K $119K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-200
- 16.33%
$29.22 - $35.87 $5.84K - $7.17K
1.03K $30K
ZTS
Zoetis Inc.

Healthcare
-68
- 17.26%
$160.94 - $186.23 $10.9K - $12.7K
326 $56K
BGR
Black Rock Energy & Resources Trust

Financial Services
-576
- 3.58%
$11.49 - $12.69 $6.62K - $7.31K
15.5K $186K
AGNC
Agnc Investment Corp.

Real Estate
-1.05K
- 3.13%
$8.75 - $10.32 $9.18K - $10.8K
32.5K $328K
PH
Parker Hannifin Corp

Industrials
-39
- 29.1%
$311.65 - $390.04 $12.2K - $15.2K
95 $37K
KSS
Kohls Corp

Consumer Cyclical
-225
- 17.79%
$17.99 - $24.21 $4.05K - $5.45K
1.04K $23K
BOND
Pimco Active Bond Exchange Tra

ETFs
-35
- 1.51%
$90.82 - $93.46 $3.18K - $3.27K
2.29K $209K
ABR
Arbor Realty Trust Inc

Real Estate
-687
- 40.51%
$10.32 - $14.82 $7.09K - $10.2K
1.01K $14K
NET
Cloudflare, Inc.

Technology
-105
- 31.34%
$40.48 - $70.64 $4.25K - $7.42K
230 $15K
FEN
First Trust Energy Income & Growth Fund

Financial Services
-1.6K
- 8.33%
$12.43 - $13.93 $19.8K - $22.2K
17.6K $244K
ZBRA
Zebra Technologies Corp

Technology
-10
- 33.33%
$255.44 - $311.65 $2.55K - $3.12K
20 $5K
UA
Under Armour Inc Cl C

Consumer Cyclical
-400
- 88.89%
$6.47 - $8.5 $2.59K - $3.4K
50 $0
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-250
- 42.52%
$59.56 - $103.74 $14.9K - $25.9K
338 $35K
PINS
Pinterest, Inc.

Communication Services
-110
- 23.91%
$20.78 - $28.62 $2.29K - $3.15K
350 $9K
VHT
Vanguard Health Care ETF

ETFs
-40
- 4.02%
$234.11 - $249.3 $9.36K - $9.97K
956 $234K
FLR
Fluor Corp

Industrials
-100
- 40.0%
$25.83 - $31.42 $2.58K - $3.14K
150 $4K
UAA
Under Armour, Inc.

Consumer Cyclical
-200
- 30.63%
$7.05 - $9.44 $1.41K - $1.89K
453 $3K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-15
- 1.0%
$37.0 - $43.94 $555 - $659
1.48K $60K
LCID
Lucid Group, Inc.

Consumer Cyclical
-140
- 26.47%
$5.47 - $8.46 $766 - $1.18K
389 $2K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-1.24K
- 4.55%
$3.64 - $3.85 $4.51K - $4.77K
25.9K $97K
FGB
First Trust Specialty Finance & Financial Opportunities Fund

Financial Services
-1.17K
- 6.63%
$2.87 - $3.39 $3.35K - $3.96K
16.5K $53K
DOCU
Docusign, Inc.

Technology
-15
- 8.67%
$47.4 - $59.15 $711 - $887
158 $8K
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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