Blue Bell Private Wealth Management, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $502 Million distributed in 724 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 $128M, General American Investors CO Inc with a value of $36.6M, Schwab Strategic Tr Us Large C with a value of $18.5M, Adams Diversified Equity Fund, Inc. with a value of $17.8M, and Schwab Strategic Tr Us Broad M with a value of $13.4M.
Examining the 13F form we can see an increase of $2.33M in the current position value, from $500M to 502M.
Also it can be appreciated an additional of 89 stocks purchases and 6 closed positions.
Below you can find more details about Blue Bell Private Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$502 Million
ETFs: $309 Million
Financial Services: $146 Million
Technology: $10.1 Million
N/A: $3.37 Million
Industrials: $2.95 Million
Communication Services: $2.92 Million
Consumer Cyclical: $2.72 Million
Healthcare: $2.59 Million
Other: $5.46 Million
Stock Holdings Table
Stock
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
Ft Vest U.S. Equity Enhance & Moderate Buffer ETF July
