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
PLTR
Palantir Technologies Inc.

Technology
33
+ 4.37%
$64.98 - $124.62 $2.14K - $4.11K
789 $66K
SYY
Sysco Corp

Consumer Defensive
126
+ 12.92%
$70.0 - $77.13 $8.82K - $9.72K
1.1K $82K
QCOM
Qualcomm Inc

Technology
51
+ 20.73%
$151.94 - $175.86 $7.75K - $8.97K
297 $45K
WFC
Wells Fargo & Company

Financial Services
20
+ 0.49%
$66.78 - $81.42 $1.34K - $1.63K
4.13K $296K
PFE
Pfizer Inc

Healthcare
858
+ 7.38%
$25.01 - $27.13 $21.5K - $23.3K
12.5K $316K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.45%
$169.2 - $216.66 $169 - $217
224 $46K
CVX
Chevron Corp

Energy
38
+ 122.58%
$146.71 - $167.97 $5.57K - $6.38K
69 $11K
SCHP
Schwab Strategic Us Tips ETF

ETFs
182
+ 16.13%
$25.69 - $26.89 $4.68K - $4.89K
1.31K $35K
CTRA
Coterra Energy Inc.

Energy
200
+ 606.06%
$25.51 - $29.83 $5.1K - $5.97K
233 $6K
DMA
Destra Multi Alternative Fund

Financial Services
300
+ 0.18%
$8.36 - $8.82 $2.51K - $2.65K
166K $1.41M
ACN
Accenture PLC

Technology
24
+ 31.58%
$300.91 - $398.25 $7.22K - $9.56K
100 $31K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
100
+ 13.89%
$43.63 - $46.01 $4.36K - $4.6K
820 $36K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
150
+ 5.11%
$46.06 - $49.24 $6.91K - $7.39K
3.09K $144K
LUV
Southwest Airlines CO

Industrials
127
+ 90.71%
$28.18 - $34.84 $3.58K - $4.42K
267 $8K
ADBE
Adobe Inc.

Technology
15
+ 50.0%
$377.84 - $464.11 $5.67K - $6.96K
45 $17K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
58
+ 386.67%
$68.32 - $75.06 $3.96K - $4.35K
73 $5K
KMI
Kinder Morgan, Inc.

Energy
119
+ 47.6%
$26.1 - $31.22 $3.11K - $3.72K
369 $10K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
89
+ 1.04%
$49.78 - $53.19 $4.43K - $4.73K
8.64K $441K
MFM
Mfs Municipal Income Trust

Financial Services
887
+ 2.94%
$5.3 - $5.59 $4.7K - $4.96K
31K $164K
PSX
Phillips 66

Energy
13
+ 8.97%
$113.93 - $131.55 $1.48K - $1.71K
158 $19K
TIP
Ishares Tr Tips Bd ETF

ETFs
15
+ 5.14%
$106.22 - $111.09 $1.59K - $1.67K
307 $34K
PAYX
Paychex Inc

Industrials
11
+ 14.29%
$136.06 - $154.52 $1.5K - $1.7K
88 $13K
ACMR
Acm Research, Inc.

Technology
82
+ 86.32%
$15.41 - $29.98 $1.26K - $2.46K
177 $4K
GM
General Motors CO

Consumer Cyclical
37
+ 39.78%
$45.22 - $54.92 $1.67K - $2.03K
130 $6K
ADP
Automatic Data Processing Inc

Industrials
5
+ 12.2%
$286.85 - $318.64 $1.43K - $1.59K
46 $14K
MU
Micron Technology Inc

Technology
14
+ 6.28%
$86.89 - $109.38 $1.22K - $1.53K
237 $20K
MKC
Mccormick & CO Inc

Consumer Defensive
21
+ 32.81%
$71.24 - $84.73 $1.5K - $1.78K
85 $6K
PMAR
Innovator U.S. Equity Power Bu

ETFs
293
+ 0.72%
$39.51 - $41.0 $11.6K - $12K
41.2K $1.64M
SBUX
Starbucks Corp

Consumer Cyclical
15
+ 60.0%
$91.75 - $115.81 $1.38K - $1.74K
40 $3K
Yieldmax Googl Option Income Strategy ETF
30
+ 44.78%
N/A
97 $0
Arista Networks Inc Com Shs
32
+ 1.98%
N/A
1.65K $0
Yieldmax Dis Option Income Strategy ETF
10
+ 33.33%
N/A
40 $0
Yieldmax Tsla Option Income Strategy ETF
25
+ 45.45%
N/A
80 $0
Yieldmax Nvda Option Income Strategy ETF
20
+ 43.48%
N/A
66 $0
Yieldmax Nflx Option Income Strategy ETF
10
+ 23.26%
N/A
53 $0
Yieldmax Amzn Option Income Strategy ETF
20
+ 40.0%
N/A
70 $0
Yieldmax Magnificent 7 Fund Of Option Income Etfs
21
+ 32.81%
N/A
85 $0
CLF
Cleveland Cliffs Inc.

Basic Materials
50
+ 83.33%
$8.22 - $12.02 $411 - $601
110 $0
USB
Us Bancorp \De\

Financial Services
197
+ 13.52%
$40.92 - $50.9 $8.06K - $10K
1.65K $69K
Blackrock Inc Com
11
+ 20.37%
N/A
65 $0
Yieldmax Amd Option Income Strategy ETF
10
+ 50.0%
N/A
30 $0
Yieldmax Aapl Option Income Strategy ETF
30
+ 57.69%
N/A
82 $0
Allianzim U.S. Large Cap Buffer10 Mar ETF
2.8K
+ 291.06%
N/A
3.76K $0
NVBT
Aim ETF Prods Tr Allianzim U S
854
+ 20.33%
N/A
5.05K $0
Innovator U.S. Equity Buffer ETF February
2.46K
+ 7.0%
N/A
37.6K $0
KOCT
Innovator Laddered Fund Of U.S
1.3K
+ 3.55%
N/A
37.9K $0
Luminar Technologies Inc Com New Cl A
253
+ 186.03%
N/A
389 $0
REZI
Resideo Technologies, Inc.

Industrials
8
+ 2.79%
$16.92 - $23.77 $135 - $190
295 $5K
BX
Blackstone Inc.

Financial Services
100
+ 21.65%
$136.53 - $186.74 $13.7K - $18.7K
562 $78K
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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