Blue Bell Private Wealth Management, LLC Purchases in Q2 2025

Blue Bell Private Wealth Management, LLC

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
10.5K
+ 4.61%
$496.48 - $617.85 $5.24M - $6.52M
239K $148M
GAM
General American Investors CO Inc

Financial Services
7.28K
+ 1.0%
$45.31 - $56.04 $330K - $408K
734K $41.1M
IWM
Ishares Russell 2000 ETF

ETFs
10.1K
+ 20.01%
$174.82 - $215.79 $1.76M - $2.17M
60.3K $13M
VTI
Vanguard Total Stock Market Et

ETFs
6.12K
+ 20.43%
$243.75 - $303.93 $1.49M - $1.86M
36.1K $11M
CET
Central Securities Corp

Financial Services
42.7K
+ 20.53%
$40.74 - $47.86 $1.74M - $2.04M
251K $12M
MSFT
Microsoft Corp

Technology
3.78K
+ 62.16%
$354.56 - $497.45 $1.34M - $1.88M
9.85K $4.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24.4K
+ 29.78%
$58.41 - $72.69 $1.42M - $1.77M
106K $7.72M
AAPL
Apple Inc.

Technology
8.78K
+ 44.73%
$172.42 - $223.89 $1.51M - $1.97M
28.4K $5.83M
JNJ
Johnson & Johnson

Healthcare
6.9K
+ 159.34%
$146.36 - $159.82 $1.01M - $1.1M
11.2K $1.72M
IVV
Ishares Core S&P 500 ETF

ETFs
607
+ 6.18%
$498.8 - $620.9 $303K - $377K
10.4K $6.48M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
13.9K
+ 4.94%
$10.69 - $14.6 $148K - $202K
295K $4.3M
VEA
Vanguard Ftse Developed Market

ETFs
10.9K
+ 51.28%
$45.65 - $57.01 $497K - $620K
32.1K $1.83M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
15K
+ 36.37%
$37.32 - $42.19 $559K - $631K
56.1K $2.37M
RVT
Royce Value Trust, Inc.

Financial Services
19.5K
+ 4.13%
$12.5 - $15.21 $244K - $297K
492K $7.41M
IWF
Ishares Russell 1000 Gr ETF

ETFs
821
+ 18.05%
$320.42 - $424.58 $263K - $349K
5.37K $2.28M
XOM
Exxon Mobil Corp

Energy
6.14K
+ 160.88%
$99.93 - $119.04 $613K - $731K
9.96K $1.07M
NVDA
Nvidia Corp

Technology
637
+ 6.4%
$94.31 - $157.99 $60.1K - $101K
10.6K $1.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.04%
$416.06 - $551.64 $1.25K - $1.65K
7.1K $3.92M
TY
Tri Continental Corp

Financial Services
4.04K
+ 0.98%
$27.37 - $31.84 $111K - $129K
416K $13.2M
V
Visa Inc.

Financial Services
1.48K
+ 223.6%
$308.27 - $373.31 $456K - $552K
2.14K $759K
BAPR
Innovator U.S. Equity Buffer E

ETFs
8.88K
+ 20.25%
$38.86 - $45.19 $345K - $401K
52.7K $2.38M
BMAY
Innovator U.S. Equity Buffer E

ETFs
8.01K
+ 12.63%
$36.09 - $42.2 $289K - $338K
71.4K $3.01M
ASA
Asa Gold & Precious Metals LTD

Financial Services
10.3K
+ 8.84%
$24.28 - $34.46 $250K - $354K
127K $4M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
11.6K
+ 2.5%
$7.35 - $9.25 $84.9K - $107K
474K $4.38M
JPM
Jpmorgan Chase & CO

Financial Services
866
+ 31.14%
$210.28 - $289.91 $182K - $251K
3.65K $1.06M
GDV
Gabelli Dividend & Income Trust

Financial Services
5.72K
+ 5.08%
$21.11 - $26.01 $121K - $149K
118K $3.08M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
2.17K
+ 2.2%
$38.96 - $44.84 $84.6K - $97.3K
101K $4.53M
GLW
Corning Inc

Technology
6.06K
+ 461.54%
$39.07 - $52.59 $237K - $319K
7.37K $387K
VHT
Vanguard Health Care ETF

ETFs
1.31K
+ 142.78%
$236.71 - $261.92 $309K - $342K
2.22K $551K
TSLA
Tesla, Inc.

Consumer Cyclical
729
+ 57.31%
$221.86 - $362.89 $162K - $265K
2K $635K
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
11.7K
+ 11.07%
$10.62 - $13.32 $125K - $156K
118K $1.57M
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
10.1K
+ 6.67%
$8.26 - $10.25 $83.2K - $103K
161K $1.65M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.35K
+ 78.13%
$166.82 - $194.23 $225K - $262K
3.08K $597K
GF
New Germany Fund Inc

Financial Services
12.4K
+ 23.62%
$8.88 - $12.01 $110K - $149K
65.1K $777K
STEW
Boulder Growth & Income Fund

Financial Services
7.3K
+ 2.7%
$15.52 - $17.85 $113K - $130K
278K $4.91M
AMZN
Amazon Com Inc

Consumer Cyclical
285
+ 4.76%
$167.32 - $223.3 $47.7K - $63.6K
6.28K $1.38M
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
16.8K
+ 40.82%
$7.65 - $9.71 $128K - $163K
57.9K $558K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.88K
+ 261.99%
$41.45 - $54.46 $161K - $211K
5.36K $279K
CRDO
Credo Technology Group Holding LTD

Technology
178
+ 5.48%
$33.3 - $95.05 $5.93K - $16.9K
3.43K $317K
GLD
Spdr Gold Trust

ETFs
430
+ 12.99%
$273.71 - $316.29 $118K - $136K
3.74K $1.14M
GOOG
Alphabet Inc.

Communication Services
461
+ 9.91%
$146.58 - $180.01 $67.6K - $83K
5.12K $907K
CSCO
Cisco Systems, Inc.

Technology
2.26K
+ 78.3%
$53.19 - $69.38 $120K - $156K
5.14K $356K
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
9.59K
+ 14.13%
$10.25 - $12.25 $98.3K - $117K
77.4K $948K
PLTR
Palantir Technologies Inc.

Technology
988
+ 125.22%
$74.01 - $144.25 $73.1K - $143K
1.78K $242K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.6K
+ 30.65%
$70.56 - $87.22 $113K - $140K
6.84K $596K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
7.96K
+ 3.3%
$10.6 - $12.44 $84.4K - $99K
249K $3.09M
TJX
Tjx Companies Inc

Consumer Cyclical
1.25K
+ 83.33%
$119.13 - $135.03 $149K - $169K
2.75K $339K
RGT
Royce Global Value Trust, Inc.

Financial Services
7.89K
+ 20.23%
$9.34 - $12.03 $73.7K - $95K
46.9K $564K
BCV
Bancroft Fund LTD

Financial Services
3.31K
+ 5.34%
$15.82 - $18.9 $52.3K - $62.5K
65.3K $1.23M
Activity Summary
Buys All Purchases 256 New Holdings 49 Increased Positions 207 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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