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 551–600 of 724
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VAW | VANGUARD MATERIALS ETF | 49 | $1K–$15K | SH |
| EFR | EATON VANCE SR FLTNG RTE TR COM | 899 | $1K–$15K | SH |
| LOUP | INNOVATOR DEEPWATER FRONTIER TECH ETF | 131 | $1K–$15K | SH |
| POWL | POWELL INDS INC COM | 31 | $1K–$15K | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 38 | $1K–$15K | SH |
| HRTG | HERITAGE INSURANCE HLDGS INC COM | 333 | $1K–$15K | SH |
| W | WAYFAIR INC CL A | 95 | $1K–$15K | SH |
| DAUG | FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST | 215 | $1K–$15K | SH |
| PFO | FLAHERTY & CRUMRINE PFD INCOME COM | 1K | $1K–$15K | SH |
| CDE | COEUR MNG INC COM NEW | 527 | $1K–$15K | SH |
| SEZL | SEZZLE INC COM | 148 | $1K–$15K | SH |
| SCCO | SOUTHERN COPPER CORP COM | 64 | $1K–$15K | SH |
| SOR | SOURCE CAPITAL COM SHS OF BEN I | 200 | $1K–$15K | SH |
| HPQ | HP INC COM | 410 | $1K–$15K | SH |
| INCY | INCYTE CORP COM | 92 | $1K–$15K | SH |
| ASH | ASHLAND INC COM | 150 | $1K–$15K | SH |
| FTHY | FIRST TR HIGH YIELD OPPRT 2027 COM | 620 | $1K–$15K | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | 368 | $1K–$15K | SH |
| MMT | MFS MULTIMARKET INCOME TR SH BEN INT | 2K | $1K–$15K | SH |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | 163 | $1K–$15K | SH |
| CLF | CLEVELAND-CLIFFS INC NEW COM | 640 | $1K–$15K | SH |
| BUL | PACER US CASH COWS GROWTH ETF | 153 | $1K–$15K | SH |
| RCG | RENN FD INC COM | 3K | $1K–$15K | SH |
| CALF | PACER US SMALL CAP CASH COWS ETF | 187 | $1K–$15K | SH |
| BME | BLACKROCK HEALTH SCIENCES TR COM | 200 | $1K–$15K | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 100 | $1K–$15K | SH (Call) |
| GUG | GUGGENHEIM ACTIVE ALLOC FD COMMON STOCK | 500 | $1K–$15K | SH |
| ITEQ | AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF | 130 | $1K–$15K | SH |
| URA | GLOBAL X URANIUM ETF | 175 | $1K–$15K | SH |
| XAPR | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - APRIL | 200 | $1K–$15K | SH |
| MVF | BLACKROCK MUNIVEST FD INC COM | 1K | $1K–$15K | SH |
| PARR | PAR PAC HOLDINGS INC COM NEW | 205 | $1K–$15K | SH |
| AVAH | AVEANNA HEALTHCARE HLDGS INC COM | 856 | $1K–$15K | SH |
| RFM | RIVERNORTH FLEXIBLE MUN INCOME COM | 500 | $1K–$15K | SH |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | 235 | $1K–$15K | SH |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | 50 | $1K–$15K | SH |
| UNFI | UNITED NAT FOODS INC COM | 189 | $1K–$15K | SH |
| THNQ | ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | 100 | $1K–$15K | SH |
| NML | NEUBERGER ENGY INFRSTR & INC COM | 701 | $1K–$15K | SH |
| PSCQ | PACER SWAN SOS CONSERVATIVE (OCTOBER) ETF | 200 | $1K–$15K | SH |
| RBUF | INNOVATOR U.S. SMALL CAP 10 BUFFER ETF - QUARTERLY | 200 | $1K–$15K | SH |
| LUV | SOUTHWEST AIRLS CO COM | 140 | $1K–$15K | SH |
| GYRO | GYRODYNE LLC COM | 626 | $1K–$15K | SH |
| WLDN | WILLDAN GROUP INC COM | 52 | $1K–$15K | SH |
| ZAUG | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST | 200 | $1K–$15K | SH |
| ENB | ENBRIDGE INC COM | 111 | $1K–$15K | SH |
| TWST | TWIST BIOSCIENCE CORP COM | 166 | $1K–$15K | SH |
| CTRA | COTERRA ENERGY INC COM | 200 | $1K–$15K | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 21 | $1K–$15K | SH |
| LC | LENDINGCLUB CORP COM NEW | 275 | $1K–$15K | SH |