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 351–400 of 724
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NJAN | INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | 2K | $50K–$100K | SH |
| VV | VANGUARD LARGE-CAP ETF | 267 | $50K–$100K | SH |
| PGR | PROGRESSIVE CORP COM | 369 | $50K–$100K | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS | 369 | $50K–$100K | SH |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | 740 | $50K–$100K | SH |
| BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | 2K | $50K–$100K | SH |
| QJUN | FT VEST NASDAQ-100 BUFFER ETF - JUNE | 3K | $50K–$100K | SH |
| NFLX | NETFLIX INC. COM | 850 | $50K–$100K | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 559 | $50K–$100K | SH |
| ETN | EATON CORP PLC SHS | 241 | $50K–$100K | SH |
| OCFC | OCEANFIRST FINL CORP COM | 4K | $50K–$100K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 228 | $50K–$100K | SH |
| PRU | PRUDENTIAL FINL INC COM | 666 | $50K–$100K | SH |
| T | AT&T INC COM | 3K | $50K–$100K | SH |
| VOTE | TCW TRANSFORM 500 ETF | 923 | $50K–$100K | SH |
| CMU | MFS HIGH YIELD MUN TR SH BEN INT | 21K | $50K–$100K | SH |
| RCL | ROYAL CARIBBEAN GROUP COM | 260 | $50K–$100K | SH |
| IOCT | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER | 2K | $50K–$100K | SH |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | 1K | $50K–$100K | SH |
| NVBW | ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF | 2K | $50K–$100K | SH |
| SPE-PC | SPECIAL OPPORTUNITIES FD INC 2.75 CNV PFD C | 3K | $50K–$100K | SH |
| NOVZ | TRUESHARES STRUCTURED OUTCOME (NOVEMBER) ETF | 2K | $50K–$100K | SH |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 100 | $50K–$100K | SH (Call) |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | 1K | $50K–$100K | SH |
| SBUX | STARBUCKS CORP COM | 775 | $50K–$100K | SH |
| LNC | LINCOLN NATL CORP IND COM | 1K | $50K–$100K | SH |
| PM | PHILIP MORRIS INTL INC COM | 400 | $50K–$100K | SH |
| EPAM | EPAM SYS INC COM | 309 | $50K–$100K | SH |
| BBAI | BIGBEAR AI HLDGS INC COM | 12K | $50K–$100K | SH |
| IWL | ISHARES RUSSELL TOP 200 ETF | 364 | $50K–$100K | SH |
| MAR | MARRIOTT INTL INC NEW CL A | 200 | $50K–$100K | SH |
| STRL | STERLING INFRASTRUCTURE INC COM | 202 | $50K–$100K | SH |
| TDF | TEMPLETON DRAGON FD INC COM | 5K | $50K–$100K | SH |
| MVT | BLACKROCK MUNIVEST FD II INC COM | 6K | $50K–$100K | SH |
| GMAR | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH | 1K | $50K–$100K | SH |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL A | 291 | $50K–$100K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 205 | $50K–$100K | SH |
| XTJL | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JULY | 2K | $50K–$100K | SH |
| WIW | WESTERN AST INFL LKD OPP & INM COM | 7K | $50K–$100K | SH |
| RY | ROYAL BK CDA COM | 345 | $50K–$100K | SH |
| PGZ | PRINCIPAL REAL ESTATE INCOME F SHS BEN INT | 6K | $50K–$100K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 209 | $50K–$100K | SH |
| QCOM | QUALCOMM INC COM | 333 | $50K–$100K | SH |
| MMM | 3M CO COM | 354 | $50K–$100K | SH |
| SEPT | ALLIANZIM U.S. EQUITY BUFFER10 SEP ETF | 2K | $50K–$100K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 695 | $50K–$100K | SH |
| SYF | SYNCHRONY FINANCIAL COM | 655 | $50K–$100K | SH |
| FMN | FEDERATED HERMES PREM MUNI INM COM | 5K | $50K–$100K | SH |
| FSK | FS KKR CAP CORP COM | 4K | $50K–$100K | SH |
| BKNG | BOOKING HOLDINGS INC COM | 10 | $50K–$100K | SH |