Blue Bell Private Wealth Management, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $569 Million distributed in 728 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $148M, General American Investors CO Inc with a value of $41.1M, Schwab Strategic Tr Us Large C with a value of $20.4M, Adams Diversified Equity Fund, Inc. with a value of $20.3M, and Schwab Strategic Tr Us Broad M with a value of $14.8M.
Examining the 13F form we can see an increase of $67.1M in the current position value, from $502M to 569M.
Below you can find more details about Blue Bell Private Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$569 Million
ETFs: $350 Million
Financial Services: $162 Million
Technology: $16.2 Million
Healthcare: $3.69 Million
Consumer Cyclical: $3.57 Million
Industrials: $3.57 Million
Communication Services: $3.56 Million
N/A: $3.38 Million
Other: $4.71 Million
Stock Holdings Table Market Cap. of Under $50 Millions
