Bdo Wealth Advisors, LLC Portfolio Holdings
Bdo Wealth Advisors, LLC
- $867 Million
- Q2 2023
Bdo Wealth Advisors, LLC has filed its 13F form on August 01, 2023 for Q2 2023 where it was disclosed a total value porftolio of $867 Million distributed in 980 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $57.9M, Invesco S&P 500 Equal Weight E with a value of $45.3M, Ishares Tr Msci Eafe ETF with a value of $39.8M, Ishares Core S&P Mid Cap ETF with a value of $36M, and Ishares Core S&P 500 ETF with a value of $32.1M.
Examining the 13F form we can see an increase of $53.5M in the current position value, from $814M to 867M.
Bdo Wealth Advisors, LLC is based out at Jacksonville, FL
Below you can find more details about Bdo Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 980
- Current Value $867 Million
- Prior Value $814 Million
- Filing
- Period Q2 2023
- Filing Date August 01, 2023
- Form Type 13F-HR
- Activity in Q2 2023
- New Purchases 35 stocks
- Additional Purchases 363 stocks
- Sold out of 0 stocks
- Reduced holdings in 153 stocks