Blue Bell Private Wealth Management, LLC Reduced Holdings in Q2 2025

Blue Bell Private Wealth Management, LLC

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-158
- 0.94%
$24.38 - $30.18 $3.85K - $4.77K
16.7K $502K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-202
- 1.39%
$41.22 - $48.01 $8.33K - $9.7K
14.3K $687K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.76K
- 3.67%
$27.3 - $31.8 $48K - $55.9K
46.2K $1.47M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-265
- 1.52%
$39.93 - $46.67 $10.6K - $12.4K
17.2K $801K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-174
- 1.19%
$42.44 - $50.03 $7.38K - $8.71K
14.4K $721K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-226
- 0.78%
$34.22 - $38.84 $7.73K - $8.78K
28.7K $1.11M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-1.05K
- 2.54%
$37.18 - $42.23 $38.9K - $44.1K
40.1K $1.7M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-357
- 1.77%
$41.76 - $49.03 $14.9K - $17.5K
19.8K $969K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
-4.42K
- 3.17%
$11.7 - $14.28 $51.7K - $63.1K
135K $1.92M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-1.48K
- 3.75%
$41.56 - $49.04 $61.4K - $72.4K
37.9K $1.86M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-394
- 1.59%
$43.86 - $51.74 $17.3K - $20.4K
24.3K $1.26M
MTZ
Mastec Inc

Industrials
-4
- 0.26%
$106.07 - $171.99 $424 - $688
1.53K $261K
IVW
Ishares S&P 500 Growth ETF

ETFs
-26
- 0.5%
$82.96 - $110.1 $2.16K - $2.86K
5.19K $571K
ORCL
Oracle Corp

Technology
-413
- 17.02%
$122.82 - $218.63 $50.7K - $90.3K
2.01K $440K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-193
- 0.55%
$38.32 - $45.16 $7.4K - $8.72K
34.8K $1.57M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-211
- 0.38%
$33.46 - $38.01 $7.06K - $8.02K
56K $2.13M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.43K
- 0.99%
$23.55 - $27.67 $33.7K - $39.5K
143K $3.96M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-251
- 0.69%
$46.04 - $53.67 $11.6K - $13.5K
36.2K $1.94M
BOCT
Innovator U.S. Equity Buffer E

ETFs
-120
- 0.3%
$38.5 - $45.45 $4.62K - $5.45K
40.1K $1.82M
BJAN
Innovator U.S. Equity Buffer E

ETFs
-375
- 0.79%
$42.58 - $50.22 $16K - $18.8K
47.1K $2.37M
XBJL
Innovator Etfs Tr Us Equity Ac
-201
- 0.27%
$30.83 - $35.99 $6.2K - $7.23K
74.8K $2.69M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-44
- 0.07%
$38.7 - $44.05 $1.7K - $1.94K
60.8K $2.68M
META
Meta Platforms, Inc.

Communication Services
-43
- 3.68%
$484.66 - $738.09 $20.8K - $31.7K
1.13K $831K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-1.35K
- 2.22%
$37.66 - $43.85 $50.9K - $59.2K
59.6K $2.61M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
-29
- 0.03%
$25.77 - $30.14 $747 - $874
89.5K $2.7M
BJUL
Innovator U.S. Equity Buffer E

ETFs
-217
- 0.41%
$39.61 - $47.13 $8.6K - $10.2K
52.5K $2.47M
POCT
Innovator U.S. Equity Power Bu

ETFs
-355
- 0.4%
$36.35 - $41.3 $12.9K - $14.7K
88.9K $3.67M
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
-821
- 0.7%
$27.12 - $31.85 $22.3K - $26.1K
116K $3.69M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-9
- 0.01%
$22.92 - $28.05 $206 - $252
139K $3.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-660
- 5.57%
$456.74 - $568.03 $301K - $375K
11.2K $6.35M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.15K
- 1.67%
$20.42 - $25.3 $64.2K - $79.6K
186K $4.69M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-132
- 0.19%
$22.27 - $29.21 $2.94K - $3.86K
70.6K $2.06M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-117
- 0.23%
$152.93 - $181.74 $17.9K - $21.3K
50.1K $9.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.93K
- 0.63%
$19.1 - $23.83 $75.1K - $93.7K
619K $14.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.11K
- 0.37%
$19.6 - $24.44 $61K - $76.1K
834K $20.4M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-2.63K
- 0.28%
$17.11 - $21.71 $45K - $57.1K
934K $20.3M
Activity Summary
Buys All Purchases 256 New Holdings 49 Increased Positions 207 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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