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 251–300 of 724
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BGY | BLACKROCK ENHANCED INTL DIV TR COM BENE INTER | 35K | $100K–$500K | SH |
| GNT | GAMCO NAT RES GOLD & INCOME TR SH BEN INT | 28K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED CL A | 363 | $100K–$500K | SH |
| SYY | SYSCO CORP COM | 3K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 332 | $100K–$500K | SH |
| PFE | PFIZER INC COM | 8K | $100K–$500K | SH |
| RTX | RTX CORPORATION COM | 1K | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 289 | $100K–$500K | SH |
| ESEA | EUROSEAS LTD SHS | 3K | $100K–$500K | SH |
| DOCT | FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER | 4K | $100K–$500K | SH |
| EVT | EATON VANCE TAX ADVT DIV INCM COM | 7K | $100K–$500K | SH |
| VIS | VANGUARD INDUSTRIALS ETF | 602 | $100K–$500K | SH |
| NVBT | ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF | 5K | $100K–$500K | SH |
| GDX | VANECK GOLD MINERS ETF | 2K | $100K–$500K | SH |
| VFH | VANGUARD FINANCIALS ETF | 1K | $100K–$500K | SH |
| MUC | BLACKROCK MUNIHLDNGS CALI QLTY COM | 17K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC COM | 609 | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 833 | $100K–$500K | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 3K | $100K–$500K | SH |
| USA | LIBERTY ALL STAR EQUITY FD SH BEN INT | 27K | $100K–$500K | SH |
| NQP | NUVEEN PENNSYLVANIA QLT MUN FD COM | 14K | $100K–$500K | SH |
| WSFS | WSFS FINL CORP COM | 3K | $100K–$500K | SH |
| NIE | VIRTUS EQUITY & CONV INCM FD COM | 7K | $100K–$500K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 4K | $100K–$500K | SH |
| PSEP | INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | 4K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP COM | 339 | $100K–$500K | SH |
| FEBT | ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF | 4K | $100K–$500K | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 1K | $100K–$500K | SH |
| HGLB | HIGHLAND GLOBAL ALLOCATION FD COM | 17K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW CL A | 5K | $100K–$500K | SH |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | 4K | $100K–$500K | SH |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 2K | $100K–$500K | SH |
| KJUN | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JUNE | 5K | $100K–$500K | SH |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 2K | $100K–$500K | SH |
| MART | ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF | 4K | $100K–$500K | SH |
| QSPT | FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER | 5K | $100K–$500K | SH |
| CB | CHUBB LIMITED COM | 463 | $100K–$500K | SH |
| BCX | BLACKROCK RES & COMMODITIES ST SHS | 13K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL COM | 2K | $100K–$500K | SH |
| VUG | VANGUARD GROWTH ETF | 284 | $100K–$500K | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 2K | $100K–$500K | SH |
| NPCT | NUVEEN CORE PLUS IMPACT FUND COM BEN INT | 13K | $100K–$500K | SH |
| XAUG | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - AUGUST | 4K | $100K–$500K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 2K | $100K–$500K | SH |
| BDEC | INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | 3K | $100K–$500K | SH |
| TWN | TAIWAN FD INC COM | 3K | $100K–$500K | SH |
| TPZ | TORTOISE ESSENTIAL ENERGY FUND | 6K | $100K–$500K | SH |
| SMAY | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | 5K | $100K–$500K | SH |
| JUNT | ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF | 4K | $100K–$500K | SH |
| SBI | WESTERN ASSET INTER MUNI COM | 17K | $100K–$500K | SH |