Bms Financial Advisors, LLC New Holdings in Q2 2023

Bms Financial Advisors, LLC

  • $148 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
97K
New
$96.13 - $107.52 $9.32M - $10.4M
97K $10.4M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
148K
New
$60.35 - $63.6 $8.92M - $9.4M
148K $9.4M
SPSB
Spdr Portfolio Short Term Corp

ETFs
134K
New
$29.36 - $29.7 $3.93M - $3.97M
134K $3.94M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
161K
New
$24.08 - $24.59 $3.89M - $3.97M
161K $3.9M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
123K
New
$30.35 - $32.18 $3.73M - $3.95M
123K $3.84M
IHDG
Wisdomtree Tr

ETFs
92.4K
New
$39.29 - $40.67 $3.63M - $3.76M
92.4K $3.71M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
49K
New
$62.86 - $68.78 $3.08M - $3.37M
49K $3.37M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
41.9K
New
$72.7 - $79.52 $3.05M - $3.33M
41.9K $3.33M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
106K
New
$30.78 - $32.49 $3.25M - $3.43M
106K $3.31M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
24.4K
New
$71.23 - $78.02 $1.74M - $1.9M
24.4K $1.88M
ANET
Arista Networks, Inc.

Technology
2.56K
New
$132.73 - $174.42 $340K - $447K
2.56K $415K
HEI
Heico Corp

Industrials
2.22K
New
$154.58 - $178.94 $343K - $397K
2.22K $392K
NVDA
Nvidia Corp

Technology
852
New
$262.41 - $438.08 $224K - $373K
852 $360K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
5.18K
New
$53.21 - $56.52 $276K - $293K
5.18K $284K
HYG
Ishares Tr

ETFs
3.03K
New
$73.57 - $75.42 $223K - $229K
3.03K $227K
BILL
Bill.Com Holdings, Inc.

Technology
1.73K
New
$73.04 - $118.72 $126K - $205K
1.73K $201K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
589
New
$309.07 - $341.0 $182K - $201K
589 $200K
EPM
Evolution Petroleum Corp

Energy
2.23K
New
$6.23 - $8.5 $13.9K - $19K
2.23K $18K
Spdr Index Shs Fds
69.4K
New
N/A
69.4K $0
Canadian Pacific Kansas City
5.6K
New
N/A
5.6K $0
Activity Summary
Buys All Purchases 28 New Holdings 21 Increased Positions 7 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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