CIK 1352860
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
724
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 724
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UJAN | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY | 700 | $15K–$50K | SH |
| SFEB | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY | 1K | $15K–$50K | SH |
| QMOM | ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF | 450 | $15K–$50K | SH |
| MPA | BLACKROCK MUNIYIELD PA QLTY FD COM | 3K | $15K–$50K | SH |
| BETZ | ROUNDHILL SPORTS BETTING & IGAMING ETF | 1K | $15K–$50K | SH |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | 160 | $15K–$50K | SH |
| SIL | GLOBAL X SILVER MINERS ETF | 326 | $15K–$50K | SH |
| MFC | MANULIFE FINL CORP COM | 746 | $15K–$50K | SH |
| NPKI | NPK INTERNATIONAL INC COM SHS | 2K | $15K–$50K | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 88 | $15K–$50K | SH |
| J | JACOBS SOLUTIONS INC COM | 200 | $15K–$50K | SH |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | 123 | $15K–$50K | SH |
| ESPO | VANECK VIDEO GAMING AND ESPORTS ETF | 246 | $15K–$50K | SH |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | 186 | $15K–$50K | SH |
| FFA | FIRST TR ENHANCED EQUITY COM | 1K | $15K–$50K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 614 | $15K–$50K | SH |
| APRW | ALLIANZIM U.S. EQUITY BUFFER20 APR ETF | 692 | $15K–$50K | SH |
| MRVL | MARVELL TECHNOLOGY INC COM | 280 | $15K–$50K | SH |
| KGC | KINROSS GOLD CORP COM | 844 | $15K–$50K | SH |
| FAN | FIRST TRUST GLOBAL WIND ENERGY ETF | 1K | $15K–$50K | SH |
| CTVA | CORTEVA INC COM | 348 | $15K–$50K | SH |
| IXN | ISHARES GLOBAL TECH ETF | 222 | $15K–$50K | SH |
| PMO | PUTNAM MUN OPPORTUNITIES TR SH BEN INT | 2K | $15K–$50K | SH |
| KMI | KINDER MORGAN INC DEL COM | 817 | $15K–$50K | SH |
| WIA | WESTERN ASSET / CLAYMORE INFLA COM SH BEN INT | 3K | $15K–$50K | SH |
| WM | WASTE MGMT INC DEL COM | 100 | $15K–$50K | SH |
| ADBE | ADOBE INC COM | 62 | $15K–$50K | SH |
| KEY | KEYCORP COM | 1K | $15K–$50K | SH |
| PSX | PHILLIPS 66 COM | 166 | $15K–$50K | SH |
| EAT | BRINKER INTL INC COM | 149 | $15K–$50K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | 115 | $15K–$50K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 213 | $15K–$50K | SH |
| GLDD | GREAT LAKES DREDGE & DOCK CORP COM | 2K | $15K–$50K | SH |
| TTMI | TTM TECHNOLOGIES INC COM | 302 | $15K–$50K | SH |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 844 | $15K–$50K | SH |
| QMAR | FT VEST NASDAQ-100 BUFFER ETF - MARCH | 618 | $15K–$50K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 614 | $15K–$50K | SH |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | 300 | $15K–$50K | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 66 | $15K–$50K | SH |
| GOCT | FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER | 500 | $15K–$50K | SH |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | 670 | $15K–$50K | SH |
| MID | AMERICAN CENTURY MID CAP GROWTH IMPACT ETF | 285 | $15K–$50K | SH |
| COP | CONOCOPHILLIPS COM | 197 | $15K–$50K | SH |
| OPP | RIVERNORTH DOUBLELINE STRATE COM | 2K | $15K–$50K | SH |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | 650 | $15K–$50K | SH |
| AGX | ARGAN INC COM | 58 | $15K–$50K | SH |
| GILD | GILEAD SCIENCES INC COM | 148 | $15K–$50K | SH |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | 550 | $15K–$50K | SH |
| BYM | BLACKROCK MUN INCOME QUALITY T COM | 2K | $15K–$50K | SH |
| CRM | SALESFORCE INC COM | 66 | $15K–$50K | SH |