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 301–350 of 724
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| C | CITIGROUP INC COM NEW | 1K | $100K–$500K | SH |
| GSEP | FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER | 3K | $100K–$500K | SH |
| BMO | BANK MONTREAL MEDIUM COM | 960 | $100K–$500K | SH |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | 876 | $100K–$500K | SH |
| LRN | STRIDE INC COM | 2K | $100K–$500K | SH |
| ABT | ABBOTT LABS COM | 957 | $100K–$500K | SH |
| QTUM | DEFIANCE QUANTUM ETF | 1K | $100K–$500K | SH |
| PSFO | PACER SWAN SOS FLEX (OCTOBER) ETF | 4K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC SHS | 978 | $100K–$500K | SH |
| NVR | NVR INC COM | 16 | $100K–$500K | SH |
| SCD | LMP CAP & INCOME FD INC COM | 8K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 1K | $100K–$500K | SH |
| IHD | VOYA EMERGING MKTS HIGH DIVID COM | 18K | $100K–$500K | SH |
| GILT | GILAT SATELLITE NETWORKS LTD SHS NEW | 9K | $100K–$500K | SH |
| AUGT | ALLIANZIM U.S. EQUITY BUFFER10 AUG ETF | 3K | $100K–$500K | SH |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 2K | $100K–$500K | SH |
| TGT | TARGET CORP COM | 1K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP COM | 1K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 225 | $100K–$500K | SH |
| MXF | MEXICO FD INC COM | 5K | $100K–$500K | SH |
| GAPR | FT VEST U.S. EQUITY MODERATE BUFFER FUND - APR | 3K | $100K–$500K | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| XTAP | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF | 3K | $100K–$500K | SH |
| NCZ | VIRTUS CONVERTIBLE & INC FD II COM NEW | 8K | $100K–$500K | SH |
| BA | BOEING CO COM | 462 | $100K–$500K | SH |
| PAYX | PAYCHEX INC COM | 877 | $50K–$100K | SH |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 863 | $50K–$100K | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 1K | $50K–$100K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 841 | $50K–$100K | SH |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 802 | $50K–$100K | SH |
| COWZ | PACER US CASH COWS 100 ETF | 2K | $50K–$100K | SH |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | 2K | $50K–$100K | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 1K | $50K–$100K | SH |
| ABBV | ABBVIE INC COM | 410 | $50K–$100K | SH |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | 6K | $50K–$100K | SH |
| FEBW | ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF | 3K | $50K–$100K | SH |
| HUM | HUMANA INC COM | 360 | $50K–$100K | SH |
| USB | US BANCORP DEL COM NEW | 2K | $50K–$100K | SH |
| INFL | HORIZON KINETICS INFLATION BENEFICIARIES ETF | 2K | $50K–$100K | SH |
| XTOC | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER | 3K | $50K–$100K | SH |
| NKE | NIKE INC CL B | 1K | $50K–$100K | SH |
| GD | GENERAL DYNAMICS CORP COM | 267 | $50K–$100K | SH |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | 684 | $50K–$100K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | 14K | $50K–$100K | SH |
| PDEC | INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | 2K | $50K–$100K | SH |
| ASTS | AST SPACEMOBILE INC COM CL A | 1K | $50K–$100K | SH |
| HERZ | HERZFELD CREDIT INCOME FUND IN COM | 39K | $50K–$100K | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 150 | $50K–$100K | SH |
| BX | BLACKSTONE INC COM | 551 | $50K–$100K | SH |
| NOCT | INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER | 1K | $50K–$100K | SH |