Blue Bell Private Wealth Management, LLC Incresed Positions in Q3 2025

Blue Bell Private Wealth Management, LLC

  • $626 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.3K
+ 6.25%
$21.69 - $23.34 $28.1K - $30.3K
22K $512K
MO
Altria Group, Inc.

Consumer Defensive
393
+ 11.23%
$57.75 - $67.68 $22.7K - $26.6K
3.89K $257K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
5.01K
+ 22.55%
$6.27 - $7.05 $31.4K - $35.3K
27.2K $191K
VIG
Vanguard Dividend Appreciation

ETFs
283
+ 10.99%
N/A
2.86K $520K
PSFJ
Pacer Fds Tr Swan Sos Flex Jul

ETFs
1.2K
+ 16.24%
$30.93 - $32.46 $37.1K - $38.9K
8.58K $278K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
72
+ 1.66%
$108.46 - $120.63 $7.81K - $8.69K
4.41K $524K
DELL
Dell Technologies Inc.

Technology
93
+ 4.78%
$120.96 - $141.77 $11.2K - $13.2K
2.04K $288K
MU
Micron Technology Inc

Technology
217
+ 79.49%
$104.88 - $168.89 $22.8K - $36.6K
490 $81K
C
Citigroup Inc

Financial Services
343
+ 45.55%
$85.57 - $103.49 $29.4K - $35.5K
1.1K $111K
VUG
Vanguard Growth ETF

ETFs
79
+ 38.54%
$433.97 - $484.08 $34.3K - $38.2K
284 $136K
QUAL
Ishares Msci Usa Quality Facto

ETFs
116
+ 7.26%
$182.33 - $194.5 $21.2K - $22.6K
1.71K $333K
STRL
Sterling Construction CO Inc

Industrials
91
+ 103.41%
$222.54 - $371.84 $20.3K - $33.8K
179 $60K
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
2.17K
+ 20.59%
$26.25 - $28.3 $56.9K - $61.4K
12.7K $336K
VTV
Vanguard Value ETF

ETFs
41
+ 1.47%
$175.51 - $186.57 $7.2K - $7.65K
2.84K $529K
CVX
Chevron Corp

Energy
197
+ 107.65%
$145.57 - $161.83 $28.7K - $31.9K
380 $59K
LMT
Lockheed Martin Corp

Industrials
43
+ 14.73%
$410.74 - $499.21 $17.7K - $21.5K
335 $167K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
55
+ 0.94%
$49.43 - $54.52 $2.72K - $3K
5.91K $320K
APP
App Lovin Corp

Technology
6
+ 8.82%
$335.1 - $718.54 $2.01K - $4.31K
74 $53K
PNC
Pnc Financial Services Group, Inc.

Financial Services
82
+ 10.92%
$185.88 - $207.44 $15.2K - $17K
833 $167K
CVS
Cvs Health Corp

Healthcare
294
+ 33.22%
$58.75 - $76.5 $17.3K - $22.5K
1.18K $88K
PEP
Pepsico Inc

Consumer Defensive
98
+ 6.33%
$133.81 - $152.16 $13.1K - $14.9K
1.65K $231K
MXF
Mexico Fund Inc

Financial Services
1.2K
+ 92.31%
$16.97 - $19.56 $20.4K - $23.5K
2.5K $48K
VZ
Verizon Communications Inc

Communication Services
524
+ 14.4%
$40.84 - $45.06 $21.4K - $23.6K
4.16K $182K
LRN
Stride, Inc.

Consumer Defensive
111
+ 5.4%
$128.23 - $169.81 $14.2K - $18.8K
2.17K $322K
PFE
Pfizer Inc

Healthcare
307
+ 2.42%
$23.29 - $25.88 $7.15K - $7.95K
13K $331K
TXN
Texas Instruments Inc

Technology
99
+ 49.5%
N/A
299 $58K
XLI
Industrial Sector Spdr

ETFs
50
+ 3.05%
$147.94 - $154.99 $7.4K - $7.75K
1.69K $260K
GD
General Dynamics Corp

Industrials
17
+ 6.8%
$293.92 - $341.0 $5K - $5.8K
267 $91K
AEM
Agnico Eagle Mines LTD

Basic Materials
74
+ 59.68%
$116.14 - $168.56 $8.59K - $12.5K
198 $33K
DXPE
Dxp Enterprises Inc

Industrials
125
+ 192.31%
$89.1 - $125.82 $11.1K - $15.7K
190 $22K
GRF
Eagle Capital Growth Fund, Inc.

Financial Services
1.51K
+ 166.04%
$9.86 - $10.98 $14.9K - $16.6K
2.42K $25K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
207
+ 15.02%
$55.15 - $58.11 $11.4K - $12K
1.59K $91K
UBER
Uber Technologies, Inc

Technology
100
+ 7.69%
$86.91 - $99.57 $8.69K - $9.96K
1.4K $137K
MFM
Mfs Municipal Income Trust

Financial Services
1.6K
+ 4.17%
$5.04 - $5.38 $8.06K - $8.61K
39.9K $213K
HGLB
Highland Global Allocation Fund

N/A
1.1K
+ 6.89%
$8.15 - $9.04 $8.97K - $9.94K
17.1K $153K
VBK
Vanguard Small Cap Growth ETF

ETFs
45
+ 214.29%
$276.51 - $305.12 $12.4K - $13.7K
66 $19K
KMI
Kinder Morgan, Inc.

Energy
448
+ 121.41%
$26.23 - $28.5 $11.8K - $12.8K
817 $23K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
111
+ 0.7%
$9.44 - $10.23 $1.05K - $1.14K
15.9K $161K
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
5.07K
+ 6.55%
$11.59 - $12.29 $58.8K - $62.3K
82.5K $961K
VBR
Vanguard Small Cap Value ETF

ETFs
45
+ 26.63%
$195.41 - $212.37 $8.79K - $9.56K
214 $44K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
76
+ 31.8%
$121.46 - $130.92 $9.23K - $9.95K
315 $41K
XLY
Select Sector Spdr Consumer Di

ETFs
13
+ 3.1%
$216.09 - $242.18 $2.81K - $3.15K
433 $103K
JCI
Johnson Controls International PLC

Industrials
68
+ 7.47%
$103.24 - $111.73 $7.02K - $7.6K
978 $107K
KO
Coca Cola CO

Consumer Defensive
233
+ 23.28%
$65.67 - $71.67 $15.3K - $16.7K
1.23K $81K
TDF
Templeton Dragon Fund Inc

Financial Services
201
+ 3.81%
$9.9 - $11.84 $1.99K - $2.38K
5.47K $63K
IXN
Ishares Global Information Tec

ETFs
84
+ 60.87%
$91.28 - $103.32 $7.67K - $8.68K
222 $22K
APH
Amphenol Corp

Technology
23
+ 12.71%
$97.39 - $125.4 $2.24K - $2.88K
204 $25K
MA
Mastercard Inc

Financial Services
10
+ 2.83%
$550.18 - $598.96 $5.5K - $5.99K
363 $206K
SCHW
Schwab Charles Corp

Financial Services
76
+ 55.47%
$91.03 - $98.69 $6.92K - $7.5K
213 $20K
Activity Summary
Buys All Purchases 250 New Holdings 42 Increased Positions 208 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 1 Puts 1
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