Blue Bell Private Wealth Management, LLC Asset Management

Blue Bell Private Wealth Management, LLC

  • $500 Million
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.21B
$36.6 Million 7.33% of portfolio
718,133
Q4 2024 Added 0.6%
$2.25B
$18.9 Million 3.78% of portfolio
936,489
Q4 2024 Added 4.85%
$0
$13 Million 2.61% of portfolio
411,731
Q4 2024 Reduced 0.2%
$1.24B
$8.8 Million 1.76% of portfolio
192,641
Q4 2024 Added 22.91%
$0
$7.65 Million 1.53% of portfolio
484,233
Q4 2024 Reduced 0.1%
$0
$4.22 Million 0.84% of portfolio
432,511
Q4 2024 Added 14.38%
$0
$4.12 Million 0.82% of portfolio
257,068
Q4 2024 Added 13.87%
$0
$3.66 Million 0.73% of portfolio
250,220
Q4 2024 Reduced 7.17%
$0
$2.93 Million 0.59% of portfolio
231,667
Q4 2024 Added 3.49%
$0
$2.48 Million 0.5% of portfolio
102,562
Q4 2024 Added 7.82%
$551M
$2.28 Million 0.46% of portfolio
112,923
Q4 2024 Added 23.99%
$556M
$2.24 Million 0.45% of portfolio
103,255
Q4 2024 Added 13.45%
$0
$1.98 Million 0.4% of portfolio
205,798
Q4 2024 Added 22.27%
$0
$1.4 Million 0.28% of portfolio
165,532
Q4 2024 Reduced 0.76%
$0
$1.34 Million 0.27% of portfolio
138,308
Q4 2024 Added 8.28%
$0
$1.2 Million 0.24% of portfolio
102,258
Q4 2024 Added 12.38%
$0
$982,000 0.2% of portfolio
55,465
Q4 2024 Added 57.18%
$0
$978,000 0.2% of portfolio
133,641
Q4 2024 Added 41.32%
$0
$822,000 0.16% of portfolio
136,150
Q4 2024 Added 45.86%
$0
$816,000 0.16% of portfolio
62,210
Q4 2024 Reduced 0.81%
$0
$769,000 0.15% of portfolio
115,510
Q4 2024 Added 171.72%
$0
$764,000 0.15% of portfolio
131,521
Q4 2024 Added 6.56%
$0
$760,000 0.15% of portfolio
70,900
Q4 2024 Added 159.43%
$0
$727,000 0.15% of portfolio
54,640
Q4 2024 Reduced 6.18%
$0
$683,000 0.14% of portfolio
91,317
Q1 2024 Reduced 0.66%
$0
$672,000 0.13% of portfolio
56,065
Q4 2024 Added 38.0%
$0
$605,000 0.12% of portfolio
71,823
Q4 2024 Reduced 0.13%
$0
$597,000 0.12% of portfolio
116,689
Q4 2024 Added 32.03%
$0
$583,000 0.12% of portfolio
56,332
Q4 2024 Added 38.93%
$0
$576,000 0.12% of portfolio
35,942
Q4 2024 Added 10.02%
$0
$573,000 0.11% of portfolio
55,381
Q3 2024 Reduced 3.82%
$0
$553,000 0.11% of portfolio
54,325
Q4 2024 Reduced 0.85%
$0
$552,000 0.11% of portfolio
234,909
Q4 2024 Reduced 18.74%
$0
$546,000 0.11% of portfolio
48,856
Q4 2024 Reduced 14.13%
$0
$543,000 0.11% of portfolio
109,369
Q4 2024 Added 62.46%
$0
$524,000 0.1% of portfolio
64,471
Q4 2024 Added 4.45%
$0
$439,000 0.09% of portfolio
37,567
Q4 2024 Added 63.83%
$0
$432,000 0.09% of portfolio
39,831
Q4 2024 Added 11.24%
$0
$425,000 0.09% of portfolio
41,649
Q4 2024 Added 113.83%
$0
$399,000 0.08% of portfolio
37,127
Q4 2024 Added 48.13%
$0
$398,000 0.08% of portfolio
73,299
Q4 2024 Added 1.52%
$0
$393,000 0.08% of portfolio
38,733
Q4 2024 Added 36.0%
$0
$392,000 0.08% of portfolio
36,432
Q4 2024 Added 19.21%
$0
$379,000 0.08% of portfolio
36,740
Q4 2024 Reduced 2.65%
$0
$378,000 0.08% of portfolio
72,977
Q4 2024 Added 1,252.93%
$0
$373,000 0.07% of portfolio
101,504
Q4 2024 Reduced 0.96%
$0
$361,000 0.07% of portfolio
46,385
Q4 2024 Added 583.74%
$0
$356,000 0.07% of portfolio
54,562
Q4 2024 Reduced 93.95%
$0
$327,000 0.07% of portfolio
21,752
Q4 2024 Added 16.76%
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