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.
Portfolio value
$867 Million
ETFs: $534 Million
Technology: $92.7 Million
Financial Services: $66.9 Million
Healthcare: $39.2 Million
Consumer Cyclical: $37.3 Million
Industrials: $31.5 Million
Communication Services: $24.7 Million
Consumer Defensive: $12.3 Million
Other: $28.6 Million
Stock Holdings Table Market Cap. of Under $50 Millions
