Blue Bell Private Wealth Management, LLC Asset Management

Blue Bell Private Wealth Management, LLC

  • $569 Million
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$341,000 0.06% of portfolio
15,600
Q2 2025 Added 13.87%
$0
$323,000 0.06% of portfolio
45,361
Q2 2025 Added 32.33%
$0
$319,000 0.06% of portfolio
50,237
Q2 2025 Added 15.82%
$0
$297,000 0.05% of portfolio
10,530
Q2 2025 Added 38.86%
$0
$291,000 0.05% of portfolio
10,708
Q2 2025 Reduced 1.3%
$0
$287,000 0.05% of portfolio
5,993
Q2 2025 Reduced 10.08%
$0
$286,000 0.05% of portfolio
48,234
Q2 2025 Added 8.31%
$0
$280,000 0.05% of portfolio
30,631
Q2 2025 Reduced 5.0%
$0
$265,000 0.05% of portfolio
18,218
Q2 2025 Reduced 0.33%
$0
$201,000 0.04% of portfolio
36,755
Q2 2025 Reduced 10.91%
$0
$201,000 0.04% of portfolio
34,863
Q2 2025 Reduced 22.63%
$0
$198,000 0.03% of portfolio
38,348
Q2 2025 Added 23.65%
$0
$195,000 0.03% of portfolio
25,926
Q2 2025 Reduced 11.89%
$0
$194,000 0.03% of portfolio
23,343
Q2 2025 Added 70.14%
$0
$183,000 0.03% of portfolio
10,928
Q2 2025 Reduced 5.58%
$0
$178,000 0.03% of portfolio
4,074
Q1 2025 Reduced 2.4%
$0
$175,000 0.03% of portfolio
17,175
Q2 2025 Added 22.02%
$0
$171,000 0.03% of portfolio
16,550
Q2 2025 Added 3.12%
$0
$148,000 0.03% of portfolio
15,765
Q2 2025 Reduced 12.05%
$0
$139,000 0.02% of portfolio
22,234
Q2 2025 Added 13.79%
$0
$134,000 0.02% of portfolio
15,587
Q2 2025 Added 27.9%
$0
$132,000 0.02% of portfolio
4,400
Q2 2025 New
$0
$126,000 0.02% of portfolio
24,235
Q2 2025 Added 41.46%
$0
$126,000 0.02% of portfolio
16,809
Q2 2025 Reduced 4.1%
$0
$109,000 0.02% of portfolio
18,373
Q2 2025 Reduced 10.25%
$0
$106,000 0.02% of portfolio
2,366
Q4 2024 Added 20.35%
$0
$96,000 0.02% of portfolio
4,634
Q3 2024 Reduced 17.75%
$0
$95,000 0.02% of portfolio
10,111
Q2 2025 Reduced 12.84%
$123B
$82,000 0.01% of portfolio
551
Q2 2025 Reduced 1.96%
$0
$82,000 0.01% of portfolio
8,989
Q2 2025 Reduced 27.44%
$0
$78,000 0.01% of portfolio
5,680
Q2 2025 Added 2.64%
$0
$72,000 0.01% of portfolio
21,921
Q2 2025 Reduced 30.58%
$0
$71,000 0.01% of portfolio
6,542
Q2 2025 Added 94.24%
$0
$68,000 0.01% of portfolio
7,816
Q2 2025 Reduced 1.03%
$0
$65,000 0.01% of portfolio
6,346
Q2 2025 Added 39.6%
$0
$62,000 0.01% of portfolio
5,897
Q2 2025 Reduced 2.43%
$0
$60,000 0.01% of portfolio
9,063
Q2 2025 Added 27.47%
$0
$60,000 0.01% of portfolio
5,298
Q2 2025 Reduced 19.18%
$0
$57,000 0.01% of portfolio
7,500
Q2 2025 Added 2.6%
$0
$53,000 0.01% of portfolio
4,852
Q2 2025 Reduced 29.87%
$0
$52,000 0.01% of portfolio
4,898
Q2 2025 Added 174.24%
$0
$52,000 0.01% of portfolio
5,272
Q2 2025 Reduced 3.65%
$0
$45,000 0.01% of portfolio
5,251
Q2 2025 Added 477.03%
$0
$44,000 0.01% of portfolio
4,471
Q2 2025 Reduced 44.45%
$0
$31,000 0.01% of portfolio
3,285
Q2 2025 Reduced 25.09%
$0
$29,000 0.01% of portfolio
1,090
Q3 2024 Added 263.33%
$0
$28,000 0.0% of portfolio
2,651
Q2 2025 New
$0
$28,000 0.0% of portfolio
2,923
Q1 2025 Reduced 27.34%
$0
$22,000 0.0% of portfolio
1,300
Q3 2024 New
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