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 101–150 of 724
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AOD | ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | 107K | $1M+ | SH |
| ERH | ALLSPRING UTILITIES AND HIGH I WF UTILITIES INC | 87K | $1M+ | SH |
| XJUN | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE | 24K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2K | $500K+ | SH |
| PAPR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | 25K | $500K+ | SH |
| EOD | ALLSPRING GLOBAL DIVIDEND OPPO COM | 167K | $500K+ | SH |
| DPG | DUFF & PHELPS UTLITY AND INFST COM | 76K | $500K+ | SH |
| V | VISA INC COM CL A | 3K | $500K+ | SH |
| JOF | JAPAN SMALLER CAPITALIZATION F COM | 85K | $500K+ | SH |
| FDEC | FT VEST US EQUITY BUFFER ETF - DECEMBER | 18K | $500K+ | SH |
| GLV | CLOUGH GLOBAL DIVID & INCOME F COM | 150K | $500K+ | SH |
| WMT | WALMART INC COM | 8K | $500K+ | SH |
| MXE | MEXICO EQUITY & INCOME FD COM | 68K | $500K+ | SH |
| LEO | BNY MELLON STRATEGIC MUNS INC COM | 127K | $500K+ | SH |
| META | META PLATFORMS INC CL A | 1K | $500K+ | SH |
| WTRG | ESSENTIAL UTILS INC COM | 20K | $500K+ | SH |
| DSM | BNY MELLON STRATEGIC MUN BD FD COM | 123K | $500K+ | SH |
| FMAY | FT VEST U.S. EQUITY BUFFER FUND - MAY | 14K | $500K+ | SH |
| HFRO | HIGHLAND OPPS & INCOME FD HIGHLAND INCOME | 127K | $500K+ | SH |
| SLV | ISHARES SILVER TRUST | 12K | $500K+ | SH |
| CHW | CALAMOS GBL DYN INCOME FUND COM | 100K | $500K+ | SH |
| HD | HOME DEPOT INC COM | 2K | $500K+ | SH |
| RA | BROOKFIELD REAL ASSETS INCOME SHS BEN INT | 55K | $500K+ | SH |
| ORCL | ORACLE CORP COM | 4K | $500K+ | SH |
| OEF | ISHARES S&P 100 ETF | 2K | $500K+ | SH |
| VTV | VANGUARD VALUE ETF | 4K | $500K+ | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 5K | $500K+ | SH |
| JANW | ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF | 18K | $500K+ | SH |
| ASG | LIBERTY ALL-STAR GROWTH FD INC COM | 128K | $500K+ | SH |
| PAUG | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | 16K | $500K+ | SH |
| TYG | TORTOISE ENERGY INFRSTRCTR CP COM | 16K | $500K+ | SH |
| BOE | BLACKROCK ENHANCED GLOBAL COM | 56K | $500K+ | SH |
| GLW | CORNING INC COM | 7K | $500K+ | SH |
| VTWO | VANGUARD RUSSELL 2000 ETF | 6K | $500K+ | SH |
| FOCT | FT VEST U.S. EQUITY BUFFER ETF - OCTOBER | 13K | $500K+ | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 4K | $500K+ | SH |
| BNOV | INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER | 14K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 13K | $500K+ | SH |
| PSMO | PACER SWAN SOS MODERATE (OCTOBER) ETF | 20K | $500K+ | SH |
| CPZ | CALAMOS LNG SHR EQT DYNAMIC TR COM | 40K | $500K+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 3K | $500K+ | SH |
| DMB | BNY MELLON MUN BD INFRASTRUCTU COM SHS | 53K | $500K+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 3K | $500K+ | SH |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 17K | $500K+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 3K | $500K+ | SH |
| CASY | CASEYS GEN STORES INC COM | 984 | $500K+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 4K | $500K+ | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 22K | $500K+ | SH |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 12K | $500K+ | SH |
| KJUL | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY | 16K | $500K+ | SH |