Blue Bell Private Wealth Management, LLC Purchases in Q1 2025

Blue Bell Private Wealth Management, LLC

  • $502 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BNOV
Innovator U.S. Equity Buffer E

ETFs
176
+ 1.06%
$37.74 - $40.44 $6.64K - $7.12K
16.7K $638K
WMT
Walmart Inc.

Consumer Defensive
34
+ 0.47%
$84.5 - $105.05 $2.87K - $3.57K
7.31K $641K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
72
+ 1.4%
$57.21 - $65.8 $4.12K - $4.74K
5.21K $304K
MS
Morgan Stanley

Financial Services
10
+ 0.51%
$111.68 - $141.08 $1.12K - $1.41K
1.96K $228K
AVGO
Broadcom Inc.

Technology
99
+ 19.19%
$167.43 - $244.7 $16.6K - $24.2K
615 $102K
MRK
Merck & Co., Inc.

Healthcare
35
+ 1.63%
$83.01 - $101.02 $2.91K - $3.54K
2.19K $196K
HON
Honeywell International Inc

Industrials
13
+ 0.83%
$202.75 - $226.52 $2.64K - $2.94K
1.57K $333K
TGT
Target Corp

Consumer Defensive
10
+ 1.47%
$103.65 - $142.5 $1.04K - $1.43K
688 $71K
GOOGL
Alphabet Inc.

Communication Services
520
+ 15.8%
$154.33 - $206.19 $80.3K - $107K
3.81K $589K
GAM
General American Investors CO Inc

Financial Services
8.45K
+ 1.18%
$49.23 - $53.5 $416K - $452K
727K $36.6M
ORCL
Oracle Corp

Technology
49
+ 2.06%
$139.81 - $186.47 $6.85K - $9.14K
2.43K $339K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
650
+ 0.66%
$41.35 - $44.46 $26.9K - $28.9K
98.9K $4.17M
GOOG
Alphabet Inc.

Communication Services
313
+ 7.21%
$156.06 - $207.71 $48.8K - $65K
4.65K $727K
TSLA
Tesla, Inc.

Consumer Cyclical
207
+ 19.44%
$222.15 - $428.22 $46K - $88.6K
1.27K $329K
AMZN
Amazon Com Inc

Consumer Cyclical
332
+ 5.86%
$190.26 - $242.06 $63.2K - $80.4K
5.99K $1.14M
IWM
Ishares Russell 2000 ETF

ETFs
4.4K
+ 9.6%
$198.1 - $229.79 $872K - $1.01M
50.2K $10M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.12K
+ 0.81%
$25.58 - $29.24 $28.7K - $32.8K
139K $3.65M
SCHG
Schwab Strategic Tr Us Large C

ETFs
516
+ 0.73%
$24.91 - $29.02 $12.9K - $15K
70.7K $1.77M
MSFT
Microsoft Corp

Technology
183
+ 3.11%
$375.39 - $447.2 $68.7K - $81.8K
6.08K $2.28M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
29.5K
+ 6.82%
$8.4 - $10.21 $248K - $301K
462K $3.89M
SCHA
Schwab Strategic Tr Us Small C

ETFs
261
+ 0.14%
$23.16 - $27.04 $6.04K - $7.06K
189K $4.42M
SCHX
Schwab Strategic Tr Us Large C

ETFs
745
+ 0.09%
$21.75 - $24.28 $16.2K - $18.1K
837K $18.5M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
352
+ 0.04%
$18.61 - $21.28 $6.55K - $7.49K
937K $17.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.47K
+ 3.37%
$551.42 - $612.93 $4.12M - $4.58M
229K $128M
Activity Summary
Buys All Purchases 275 New Holdings 89 Increased Positions 186 Sells All Sells 148 Reductions 142 Sold out 6 Options Calls 0 Puts 0
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email