BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Q1 2025 Filing
Filed May 5, 2025
Portfolio Value
$528K
Holdings
724
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (724 positions)
| Stock | Value |
|---|---|
LHXL3HARRIS TECHNOLOGIES INC COM | $82K |
IVOOVANGUARD S&P MID-CAP 400 ETF | $79K |
TWNTAIWAN FD INC COM | $78K |
BXBLACKSTONE INC COM | $78K |
RCLROYAL CARIBBEAN GROUP COM | $78K |
MIYBLACKROCK MUNIYIELD MICH QU COM | $78K |
NXJNUVEEN NEW JERSEY QULT MUN FD COM | $77K |
XTOCINNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER | $77K |
BABOEING CO COM | $77K |
CRWDCROWDSTRIKE HLDGS INC CL A | $75K |
VUGVANGUARD GROWTH ETF | $74K |
TRVCCITIGROUP INC COM NEW | $73K |
SPE 2.75 01/27/27 CSPECIAL OPPORTUNITIES FD INC 2.75 CNV PFD C | $73K |
XBXMXNUVEEN S&P 500 BUY-WRITE INCOM COM | $72K |
SMAYFT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | $72K |
SKYYFIRST TRUST CLOUD COMPUTING ETF | $72K |
VVVANGUARD LARGE-CAP ETF | $72K |
DYHTARGET CORP COM | $71K |
NJANINNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | $71K |
QBTSD-WAVE QUANTUM INC COM | $70K |
KOCOCA COLA CO COM | $70K |
AMGNAMGEN INC COM | $70K |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $70K |
WIWWESTERN AST INFL LKD OPP & INM COM | $69K |
SHOPSHOPIFY INC CL A SUB VTG SHS | $69K |
USBUS BANCORP DEL COM NEW | $69K |
QJUNFT VEST NASDAQ-100 BUFFER ETF - JUNE | $68K |
GDXVANECK GOLD MINERS ETF | $68K |
GDGENERAL DYNAMICS CORP COM | $68K |
4I1PHILIP MORRIS INTL INC COM | $68K |
GILTGILAT SATELLITE NETWORKS LTD SHS NEW | $67K |
NVBWALLIANZIM U.S. LARGE CAP BUFFER20 NOV ETF | $67K |
PEPPEPSICO INC COM | $66K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $66K |
AMDADVANCED MICRO DEVICES INC COM | $65K |
PGZPRINCIPAL REAL ESTATE INCOME F SHS BEN INT | $63K |
IOCTINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER | $62K |
AQLTISHARES RUSSELL TOP 200 ETF | $62K |
ETNEATON CORP PLC SHS | $61K |
PDXPIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT | $60K |
IVEISHARES S&P 500 VALUE ETF | $60K |
VOTETCW TRANSFORM 500 ETF | $60K |
GLWCORNING INC COM | $60K |
XEVMXEATON VANCE CALIF MUN BD FD COM | $59K |
CVSCVS HEALTH CORP COM | $59K |
AUGTALLIANZIM U.S. LARGE CAP BUFFER10 AUG ETF | $59K |
ISRGINTUITIVE SURGICAL INC COM NEW | $59K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $57K |
LNCLINCOLN NATL CORP IND COM | $57K |
NADNUVEEN QUALITY MUNCP INCOME FD COM | $57K |
FTFRANKLIN UNVL TR SH BEN INT | $55K |
TAT&T INC COM | $55K |
UBERUBER TECHNOLOGIES INC COM | $54K |
TDFTEMPLETON DRAGON FD INC COM | $53K |
EPAMEPAM SYS INC COM | $52K |
QTUMDEFIANCE QUANTUM ETF | $51K |
DDECFT VEST US EQUITY DEEP BUFFER ETF - DECEMBER | $51K |
XTJLINNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JULY | $51K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $51K |
MMM3M CO COM | $51K |
PNIPIMCO NEW YORK MUN FD II COM | $50K |
TELTE CONNECTIVITY PLC ORD SHS | $50K |
BDXBECTON DICKINSON & CO COM | $50K |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $48K |
JCIJOHNSON CTLS INTL PLC SHS | $48K |
FULTFULTON FINL CORP PA COM | $48K |
MVTBLACKROCK MUNIVEST FD II INC COM | $48K |
MARMARRIOTT INTL INC NEW CL A | $47K |
NOCTINNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER | $47K |
ABBVABBVIE INC COM | $46K |
QVALALPHA ARCHITECT US QUANTITATIVE VALUE ETF | $46K |
PSFDPACER SWAN SOS FLEX (JANUARY) ETF | $45K |
QCOMQUALCOMM INC COM | $45K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $45K |
GSEPFT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER | $44K |
PPGPPG INDS INC COM | $43K |
MYNBLACKROCK MUNIYIELD N Y QUALIT COM | $43K |
BLOKAMPLIFY TRANSFORMATIONAL DATA SHARING ETF | $43K |
GJUNFT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | $42K |
IBUYAMPLIFY ONLINE RETAIL ETF | $42K |
SOXQINVESCO PHLX SEMICONDUCTOR ETF | $42K |
PYPLPAYPAL HLDGS INC COM | $42K |
FFEBFT VEST U.S. EQUITY BUFFER FUND - FEBRUARY | $40K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM | $40K |
WMWASTE MGMT INC DEL COM | $40K |
COWZPACER US CASH COWS 100 ETF | $39K |
QQQEDIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | $39K |
MDTMEDTRONIC PLC SHS | $38K |
UJANINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY | $38K |
RYROYAL BK CDA COM | $38K |
MUJBLACKROCK MUNIHLDGS NJ QLTY FD COM | $37K |
SIXOALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF | $37K |
BUFFINNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $36K |
PSMDPACER SWAN SOS MODERATE (JANUARY) ETF | $36K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $36K |
SCHPSCHWAB US TIPS ETF | $35K |
TXNTEXAS INSTRS INC COM | $35K |
GMARFT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH | $35K |
SYFSYNCHRONY FINANCIAL COM | $34K |
TIPISHARES TIPS BOND ETF | $34K |