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 201–250 of 724
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BTT | BLACKROCK MUN TARGET TERM TR COM SHS BEN IN | 15K | $100K–$500K | SH |
| HACK | AMPLIFY CYBERSECURITY ETF | 4K | $100K–$500K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOBAL COM | 35K | $100K–$500K | SH |
| APRT | ALLIANZIM U.S. EQUITY BUFFER10 APR ETF | 8K | $100K–$500K | SH |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | 3K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 552 | $100K–$500K | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 887 | $100K–$500K | SH |
| TLN | TALEN ENERGY CORP COM | 852 | $100K–$500K | SH |
| JULT | ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF | 7K | $100K–$500K | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 6K | $100K–$500K | SH |
| ETO | EATON VANCE TAX-ADVANTAGED GLO COM | 10K | $100K–$500K | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 368 | $100K–$500K | SH |
| IIF | MORGAN STANLEY INDIA INVT FD I COM | 13K | $100K–$500K | SH |
| MHN | BLACKROCK MUNIHLDGS NY QLTY FD COM | 31K | $100K–$500K | SH |
| EMF | TEMPLETON EMERGING MKTS FD COM | 18K | $100K–$500K | SH |
| BXMX | NUVEEN S&P 500 BUY-WRITE INCOM COM | 21K | $100K–$500K | SH |
| GJUN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | 8K | $100K–$500K | SH |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | 1K | $100K–$500K | SH |
| KSEP | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - SEPTEMBER | 11K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 2K | $100K–$500K | SH |
| EEA | EUROPEAN EQUITY FD INC COM | 27K | $100K–$500K | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 2K | $100K–$500K | SH |
| XTJA | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JANUARY | 9K | $100K–$500K | SH |
| AVGO | BROADCOM INC COM | 796 | $100K–$500K | SH |
| DIS | DISNEY WALT CO COM | 2K | $100K–$500K | SH |
| GAUG | FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | 7K | $100K–$500K | SH |
| TBLD | THORNBURG INCM BUILDER OPP TR COM | 13K | $100K–$500K | SH |
| PSFJ | PACER SWAN SOS FLEX (JULY) ETF | 8K | $100K–$500K | SH |
| UNP | UNION PAC CORP COM | 1K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE COM NEW | 829 | $100K–$500K | SH |
| QBTS | D-WAVE QUANTUM INC COM | 10K | $100K–$500K | SH |
| MRK | MERCK & CO INC COM | 2K | $100K–$500K | SH |
| XBAP | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL | 7K | $100K–$500K | SH |
| PCQ | PIMCO CALIF MUN INCOME FD COM | 29K | $100K–$500K | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 4K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 771 | $100K–$500K | SH |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | 10K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 2K | $100K–$500K | SH |
| WAB | WABTEC COM | 1K | $100K–$500K | SH |
| PEP | PEPSICO INC COM | 2K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 1K | $100K–$500K | SH |
| INTC | INTEL CORP COM | 6K | $100K–$500K | SH |
| PG | PROCTER & GAMBLE CO COM | 2K | $100K–$500K | SH |
| AMGN | AMGEN INC COM | 657 | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 707 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC COM | 4K | $100K–$500K | SH |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | 827 | $100K–$500K | SH |
| MFM | MFS MUN INCOME TR SH BEN INT | 39K | $100K–$500K | SH |