Blue Bell Private Wealth Management, LLC Options Holdings

Blue Bell Private Wealth Management, LLC

  • $626 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$266,000
400
Q3 2025
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$66,000
100
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 735
  • Current Value $626 Million
  • Prior Value $569 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 42 stocks
  • Additional Purchases 208 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 188 stocks
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