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
EBAY
Ebay Inc

Consumer Cyclical
21
+ 5.51%
$75.33 - $100.77 $1.58K - $2.12K
402 $36K
URI
United Rentals, Inc.

Industrials
5
+ 50.0%
$774.14 - $975.23 $3.87K - $4.88K
15 $14K
SSRM
Ssr Mining Inc.

Basic Materials
129
+ 43.0%
$11.8 - $24.58 $1.52K - $3.17K
429 $10K
QS
Quantum Scape Corp

Consumer Cyclical
151
+ 14.38%
$6.36 - $14.64 $960 - $2.21K
1.2K $14K
IBM
International Business Machines Corp

Technology
48
+ 9.43%
$234.77 - $292.47 $11.3K - $14K
557 $157K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
70
+ 3.37%
$70.85 - $76.96 $4.96K - $5.39K
2.15K $163K
COP
Conocophillips

Energy
47
+ 31.33%
$91.0 - $98.99 $4.28K - $4.65K
197 $18K
IVE
Ishares S&P 500 Value ETF

ETFs
6
+ 1.89%
$194.44 - $206.51 $1.17K - $1.24K
323 $66K
CCL
Carnival Corp

Consumer Cyclical
152
+ 62.04%
$28.37 - $32.49 $4.31K - $4.94K
397 $11K
EME
Emcor Group, Inc.

Industrials
4
+ 25.0%
$530.88 - $655.83 $2.12K - $2.62K
20 $12K
EAT
Brinker International, Inc

Consumer Cyclical
70
+ 88.61%
$126.68 - $184.02 $8.87K - $12.9K
149 $18K
NTRS
Northern Trust Corp

Financial Services
17
+ 15.32%
$123.6 - $134.6 $2.1K - $2.29K
128 $17K
ALLE
Allegion PLC

Industrials
12
+ 100.0%
$145.55 - $179.33 $1.75K - $2.15K
24 $4K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
129
+ 53.75%
$13.39 - $18.85 $1.73K - $2.43K
369 $6K
BLBD
Blue Bird Corp

Consumer Cyclical
40
+ 80.0%
$42.75 - $60.86 $1.71K - $2.43K
90 $5K
PFS
Provident Financial Services Inc

Financial Services
109
+ 19.53%
$17.9 - $20.32 $1.95K - $2.21K
667 $12K
ADBE
Adobe Inc.

Technology
14
+ 31.11%
$333.65 - $392.1 $4.67K - $5.49K
59 $20K
EFV
Msci Eafe Value ETF

ETFs
28
+ 9.86%
$62.79 - $68.42 $1.76K - $1.92K
312 $21K
MTB
M&T Bank Corp

Financial Services
11
+ 6.43%
$183.74 - $204.05 $2.02K - $2.24K
182 $35K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
96
+ 53.33%
$19.02 - $28.4 $1.83K - $2.73K
276 $6K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
150
+ 135.14%
$11.64 - $15.79 $1.75K - $2.37K
261 $3K
ASH
Ashland Global Holdings Inc

Basic Materials
50
+ 50.0%
$47.62 - $56.6 $2.38K - $2.83K
150 $7K
LIT
Global X Fds Global X Lithium

ETFs
28
+ 254.55%
$38.41 - $56.85 $1.08K - $1.59K
39 $2K
EFG
Msci Eafe Growth ETF

ETFs
6
+ 9.84%
$106.99 - $114.46 $642 - $687
67 $7K
OPFI
Opp Fi Inc.

Technology
367
+ 35.15%
$9.58 - $14.29 $3.52K - $5.24K
1.41K $15K
IEMG
Ishares Inc

ETFs
20
+ 2.24%
N/A
913 $48K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
11
+ 68.75%
$67.52 - $76.75 $743 - $844
27 $2K
OEF
Ishares S&P 100 ETF

ETFs
2
+ 0.11%
N/A
1.84K $490K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
244
+ 0.65%
$16.11 - $16.79 $3.93K - $4.1K
37.7K $608K
Lam Research Corp Com New
210
+ 13.91%
N/A
1.72K $0
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
240
+ 3.46%
N/A
7.18K $0
Allianzim U.S. Large Cap Buffer10 Mar ETF
57
+ 1.52%
N/A
3.82K $0
Ishares Bitcoin Trust ETF
651
+ 10.02%
N/A
7.15K $0
Allianzim U.S. Large Cap Buffer10 Jun ETF
192
+ 5.61%
N/A
3.62K $0
Virtus Convertible & Income Fd Com New
5.85K
+ 649.89%
N/A
6.75K $0
ABNB
Airbnb, Inc.

Consumer Cyclical
5
+ 50.0%
$118.3 - $142.16 $592 - $711
15 $1K
Allianzim U.S. Large Cap Buffer10 Aug ETF
1.31K
+ 65.84%
N/A
3.29K $0
Celestica Inc Com
19
+ 13.01%
N/A
165 $0
QTUM
ETF Ser Solutions Defiance Qua
64
+ 6.39%
N/A
1.07K $0
PSMO
Pacer Fds Tr Swan Sos Moderate
60
+ 0.3%
N/A
20K $0
Saba Capital Income & Opportun Com New
133K
+ 203.61%
N/A
199K $0
XSEP
Frst Tr Ex Trd Viii Cboe Vest
9.15K
+ 390.85%
N/A
11.5K $0
Ft Vest U.S. Equity Moderate Buffer ETF September
2K
+ 153.85%
N/A
3.3K $0
Siriusxm Holdings Inc Common Stock
715
+ 1021.43%
N/A
785 $0
Ft Vest U.S. Small Cap Moderate Buffer ETF May
1.91K
+ 61.76%
N/A
5K $0
Blackrock Inc Com
19
+ 95.0%
N/A
39 $0
Grayscale Ethereum Mini Trust ETF
149
+ 29.74%
N/A
650 $0
Astera Labs Inc Com
28
+ 45.16%
N/A
90 $0
Ge Vernova Inc Com
19
+ 3.16%
N/A
621 $0
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
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