CIK 1352860

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Institutional 13F holdings & portfolio

Holdings

724

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 151–200 of 724

Ticker	Company	Shares	Value	Type
IWD	ISHARES RUSSELL 1000 VALUE ETF	2K	$500K+	SH
VFL	ABRDN NATL MUN INCOME FD SH BEN INT	51K	$500K+	SH
NBH	NEUBERGER MUN FD INC COM	50K	$500K+	SH
FJAN	FT VEST US EQUITY BUFFER ETF - JANUARY	10K	$500K+	SH
CRDO	CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES	3K	$100K–$500K	SH
NMAI	NUVEEN MULTI ASSET INCOME FUND COM	38K	$100K–$500K	SH
JANB	APTUS JANUARY BUFFER ETF	19K	$100K–$500K	SH
BAC	BANK AMERICA CORP COM	9K	$100K–$500K	SH
HQH	ABRDN HEALTHCARE INVESTORS SH BEN INT	26K	$100K–$500K	SH
LLY	ELI LILLY & CO COM	446	$100K–$500K	SH
PJUN	INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE	11K	$100K–$500K	SH
VHT	VANGUARD HEALTH CARE ETF	2K	$100K–$500K	SH
CSCO	CISCO SYS INC COM	6K	$100K–$500K	SH
MAYT	ALLIANZIM U.S. EQUITY BUFFER10 MAY ETF	13K	$100K–$500K	SH
GS	GOLDMAN SACHS GROUP INC COM	538	$100K–$500K	SH
XSEP	FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - SEPTEMBER	11K	$100K–$500K	SH
CSX	CSX CORP COM	13K	$100K–$500K	SH
SPYV	STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF	8K	$100K–$500K	SH
IAU	ISHARES GOLD TRUST	5K	$100K–$500K	SH
PCF	HIGH INCOME SECS FD SHS BEN INT	71K	$100K–$500K	SH
PMAY	INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY	11K	$100K–$500K	SH
BNY	BLACKROCK N Y MUN INCOME TRUST SH BEN INT	43K	$100K–$500K	SH
EXC	EXELON CORP COM	10K	$100K–$500K	SH
ZTR	VIRTUS TOTAL RETURN FD INC COM	68K	$100K–$500K	SH
TJX	TJX COS INC NEW COM	3K	$100K–$500K	SH
JANT	ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF	10K	$100K–$500K	SH
SCHK	SCHWAB 1000 INDEX ETF	12K	$100K–$500K	SH
COHR	COHERENT CORP COM	2K	$100K–$500K	SH
SWZ	TOTAL RETURN SECURITIES FUND COM	65K	$100K–$500K	SH
GDL	GDL FD COM SH BEN IT	47K	$100K–$500K	SH
MS	MORGAN STANLEY COM NEW	2K	$100K–$500K	SH
VGT	VANGUARD INFORMATION TECHNOLOGY ETF	515	$100K–$500K	SH
SIVR	ABRDN PHYSICAL SILVER SHARES ETF	6K	$100K–$500K	SH
NCV	VIRTUS CONVERTIBLE & INCOME FD COM NEW	25K	$100K–$500K	SH
MVST	MICROVAST HOLDINGS INC COM	138K	$100K–$500K	SH
WFC	WELLS FARGO & CO COM	4K	$100K–$500K	SH
PSMJ	PACER SWAN SOS MODERATE (JULY) ETF	12K	$100K–$500K	SH
NBIS	NEBIUS GROUP N.V. SHS CLASS A	4K	$100K–$500K	SH
CXE	MFS HIGH INCOME MUN TR SH BEN INT	101K	$100K–$500K	SH
PLTR	PALANTIR TECHNOLOGIES INC CL A	2K	$100K–$500K	SH
FNX	FIRST TRUST MID CAP CORE ALPHADEX FUND	3K	$100K–$500K	SH
AFB	ALLIANCEBERNSTEIN NATL MUN INM COM	34K	$100K–$500K	SH
FNOV	FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER	6K	$100K–$500K	SH
XLV	STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	2K	$100K–$500K	SH
BUFB	INNOVATOR LADDERED ALLOCATION BUFFER ETF	10K	$100K–$500K	SH
HON	HONEYWELL INTL INC COM	2K	$100K–$500K	SH
IJH	ISHARES CORE S&P MID-CAP ETF	5K	$100K–$500K	SH
BBW	BUILD-A-BEAR WORKSHOP INC COM	6K	$100K–$500K	SH
MTZ	MASTEC INC COM	2K	$100K–$500K	SH
AEF	ABRDN EMERGING MARKETS EX CHIN COM	48K	$100K–$500K	SH