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 501–550 of 724
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NTRS | NORTHERN TR CORP COM | 128 | $15K–$50K | SH |
| IAE | VOYA ASIA PAC HIGH DIV EQT INM COM | 2K | $15K–$50K | SH |
| CAF | MORGAN STANLEY CHINA A SH FD COM | 1K | $15K–$50K | SH |
| ALAB | ASTERA LABS INC COM | 103 | $15K–$50K | SH |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | 456 | $15K–$50K | SH |
| FLC | FLAHERTY & CRUMRINE TOTAL RETU COM | 932 | $15K–$50K | SH |
| NTLA | INTELLIA THERAPEUTICS INC COM | 2K | $15K–$50K | SH |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | 785 | $15K–$50K | SH |
| EJAN | INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY | 462 | $15K–$50K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 485 | $15K–$50K | SH |
| CEV | EATON VANCE CALIF MUN INCOM TR SH BEN INT | 2K | $15K–$50K | SH |
| ATI | ATI INC COM | 133 | $15K–$50K | SH |
| ETJ | EATON VANCE RISK-MANAGED DIVER COM | 2K | $1K–$15K | SH |
| JUNW | ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF | 444 | $1K–$15K | SH |
| CCL | CARNIVAL CORP PAIRED CTF | 485 | $1K–$15K | SH |
| REZI | RESIDEO TECHNOLOGIES INC COM | 417 | $1K–$15K | SH |
| TIP | ISHARES TIPS BOND ETF | 133 | $1K–$15K | SH |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | 312 | $1K–$15K | SH |
| AAOI | APPLIED OPTOELECTRONICS INC COM | 400 | $1K–$15K | SH |
| OPFI | OPPFI INC COM CL A | 1K | $1K–$15K | SH |
| SSO | PROSHARES ULTRA S&P 500 | 240 | $1K–$15K | SH |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF | 222 | $1K–$15K | SH |
| BDX | BECTON DICKINSON & CO COM | 67 | $1K–$15K | SH |
| EQS | EQUUS TOTAL RETURN INC COM | 9K | $1K–$15K | SH |
| KJAN | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | 300 | $1K–$15K | SH |
| PDX | PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT | 659 | $1K–$15K | SH |
| VISN | VISTANCE NETWORKS INC COM | 675 | $1K–$15K | SH |
| EME | EMCOR GROUP INC COM | 20 | $1K–$15K | SH |
| HST | HOST HOTELS & RESORTS INC COM | 689 | $1K–$15K | SH |
| URI | UNITED RENTALS INC COM | 15 | $1K–$15K | SH |
| MUE | BLACKROCK MUNIHOLDINGS QUALITY COM | 1K | $1K–$15K | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 29 | $1K–$15K | SH |
| XJUL | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JULY | 300 | $1K–$15K | SH |
| SLF | SUN LIFE FINANCIAL INC. COM | 187 | $1K–$15K | SH |
| QMNV | FT VEST NASDAQ-100 MODERATE BUFFER ETF - NOVEMBER | 498 | $1K–$15K | SH |
| GTEK | GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF | 291 | $1K–$15K | SH |
| MP | MP MATERIALS CORP COM CL A | 230 | $1K–$15K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC COM | 37 | $1K–$15K | SH |
| QS | QUANTUMSCAPE CORP COM CL A | 1K | $1K–$15K | SH |
| SSRM | SSR MINING IN COM | 514 | $1K–$15K | SH |
| BCAT | BLACKROCK CAP ALLOCATION TERM COM | 795 | $1K–$15K | SH |
| NAPR | INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL | 209 | $1K–$15K | SH |
| DTEC | ALPS DISRUPTIVE TECHNOLOGIES ETF | 230 | $1K–$15K | SH |
| WCBR | WISDOMTREE CYBERSECURITY FUND | 400 | $1K–$15K | SH |
| RFMZ | RIVERNORTH FLEXIBLE MUNI INCME COM | 879 | $1K–$15K | SH |
| PFS | PROVIDENT FINL SVCS INC COM | 558 | $1K–$15K | SH |
| CVX | CHEVRON CORP NEW COM | 71 | $1K–$15K | SH |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC COM | 369 | $1K–$15K | SH |
| ETHE | GRAYSCALE ETHEREUM STAKING ETF | 433 | $1K–$15K | SH |
| NERD | ROUNDHILL VIDEO GAMES ETF | 425 | $1K–$15K | SH |