Blue Bell Private Wealth Management, LLC Incresed Positions in Q1 2025

Blue Bell Private Wealth Management, LLC

  • $502 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEQ
Aberdeen Japan Equity Fund, Inc.

Financial Services
3.9K
+ 15.28%
$5.61 - $6.74 $21.9K - $26.3K
29.4K $191K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
1.7K
+ 4.31%
$7.5 - $8.48 $12.8K - $14.4K
41.2K $345K
META
Meta Platforms, Inc.

Communication Services
100
+ 9.35%
$576.36 - $736.67 $57.6K - $73.7K
1.17K $673K
HGLB
Highland Global Allocation Fund

N/A
2.26K
+ 16.83%
$7.06 - $8.36 $15.9K - $18.9K
15.7K $130K
COST
Costco Wholesale Corp

Consumer Defensive
32
+ 9.97%
$890.62 - $1076.86 $28.5K - $34.5K
353 $333K
RTX
Raytheon Technologies Corp

Industrials
116
+ 8.19%
$114.1 - $135.66 $13.2K - $15.7K
1.53K $202K
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
5.99K
+ 41.35%
$4.96 - $5.5 $29.7K - $32.9K
20.5K $109K
ABT
Abbott Laboratories

Healthcare
191
+ 32.54%
$111.1 - $140.22 $21.2K - $26.8K
778 $103K
GLO
Clough Global Opportunities Fund

Financial Services
12.8K
+ 10.97%
$4.84 - $5.37 $62K - $68.8K
129K $633K
VZ
Verizon Communications Inc

Communication Services
467
+ 19.31%
$37.81 - $46.49 $17.7K - $21.7K
2.89K $130K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
259
+ 0.66%
$14.91 - $15.74 $3.86K - $4.08K
39.4K $613K
SCHC
Schwab Strategic Tr Intl Small

ETFs
395
+ 3.51%
$33.57 - $37.22 $13.3K - $14.7K
11.6K $417K
MO
Altria Group, Inc.

Consumer Defensive
1
+ 0.03%
$50.81 - $60.02 $50.8 - $60
3.9K $234K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
11.1K
+ 2216.0%
$2.86 - $9.78 $31.7K - $108K
11.6K $33K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
1.77K
+ 10.94%
$8.69 - $9.43 $15.4K - $16.7K
17.9K $167K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
12.7K
+ 9.15%
$9.08 - $10.12 $115K - $128K
151K $1.37M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.39%
$725.72 - $929.72 $1.45K - $1.86K
519 $428K
MDT
Medtronic PLC

Healthcare
296
+ 217.65%
$79.84 - $94.5 $23.6K - $28K
432 $38K
AMGN
Amgen Inc

Healthcare
57
+ 33.73%
$258.59 - $327.36 $14.7K - $18.7K
226 $70K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
492
+ 208.47%
$53.6 - $58.97 $26.4K - $29K
728 $39K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
2.64K
+ 6.8%
$10.04 - $10.82 $26.5K - $28.5K
41.4K $419K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
225
+ 1607.14%
$108.02 - $120.45 $24.3K - $27.1K
239 $26K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
3K
+ 2.14%
$8.38 - $8.86 $25.1K - $26.6K
143K $1.2M
IEFA
Ishares Tr

ETFs
185
+ 13.92%
$69.57 - $78.65 $12.9K - $14.6K
1.51K $114K
BDX
Becton Dickinson & CO

Healthcare
88
+ 67.18%
$222.79 - $249.08 $19.6K - $21.9K
219 $50K
IEMG
Ishares Inc

ETFs
388
+ 76.83%
N/A
893 $47K
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
1.78K
+ 17760.0%
$10.77 - $11.34 $19.1K - $20.1K
1.79K $19K
GLW
Corning Inc

Technology
431
+ 48.87%
$44.91 - $54.25 $19.4K - $23.4K
1.31K $60K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
538
+ 14.99%
$102.49 - $119.96 $55.1K - $64.5K
4.13K $431K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
308
+ 9.79%
$42.5 - $46.71 $13.1K - $14.4K
3.45K $156K
JCI
Johnson Controls International PLC

Industrials
220
+ 56.41%
$76.12 - $90.6 $16.7K - $19.9K
610 $48K
CRWD
Crowd Strike Holdings, Inc.

Technology
45
+ 26.47%
$308.86 - $455.36 $13.9K - $20.5K
215 $75K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
169
+ 77.88%
$87.68 - $94.52 $14.8K - $16K
386 $36K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7
+ 0.04%
$25.81 - $28.52 $181 - $200
16.8K $463K
ITOT
Ishares Core S&P Total U.S. St

ETFs
369
+ 8.26%
$120.29 - $134.6 $44.4K - $49.7K
4.84K $590K
VLUE
Ishares Msci Usa Value Factor

ETFs
136
+ 107.94%
$104.89 - $113.56 $14.3K - $15.4K
262 $27K
CB
Chubb LTD

Financial Services
5
+ 1.04%
$257.71 - $301.99 $1.29K - $1.51K
486 $146K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
200
+ 1.48%
$20.56 - $21.51 $4.11K - $4.3K
13.7K $290K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
1.13K
+ 25.77%
$12.94 - $14.29 $14.7K - $16.2K
5.53K $72K
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
1.6K
+ 29.04%
$7.02 - $7.46 $11.2K - $11.9K
7.11K $50K
PG
Procter & Gamble CO

Consumer Defensive
44
+ 3.26%
$158.56 - $176.26 $6.98K - $7.76K
1.39K $237K
TMO
Thermo Fisher Scientific Inc.

Healthcare
33
+ 12.27%
$497.6 - $606.74 $16.4K - $20K
302 $150K
TDF
Templeton Dragon Fund Inc

Financial Services
500
+ 10.06%
$8.08 - $10.29 $4.04K - $5.15K
5.47K $53K
AMD
Advanced Micro Devices Inc

Technology
190
+ 42.04%
$96.63 - $129.55 $18.4K - $24.6K
642 $65K
GDL
Gdl Fund

Financial Services
1K
+ 7.86%
$8.04 - $8.37 $8.04K - $8.37K
13.7K $113K
DD
Du Pont De Nemours, Inc.

Basic Materials
126
+ 96.18%
$72.7 - $84.32 $9.16K - $10.6K
257 $19K
RGT
Royce Global Value Trust, Inc.

Financial Services
1.9K
+ 5.11%
$10.34 - $11.27 $19.6K - $21.4K
39K $409K
UNP
Union Pacific Corp

Industrials
5
+ 0.45%
$225.21 - $254.42 $1.13K - $1.27K
1.12K $263K
BAC
Bank Of America Corp

Financial Services
458
+ 9.45%
$39.61 - $47.74 $18.1K - $21.9K
5.3K $221K
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
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