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 401–450 of 724
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VBR | VANGUARD SMALL CAP VALUE ETF | 250 | $50K–$100K | SH |
| QVAL | ALPHA ARCHITECT US QUANTITATIVE VALUE ETF | 1K | $50K–$100K | SH |
| IBUY | AMPLIFY ONLINE RETAIL ETF | 705 | $50K–$100K | SH |
| MIY | BLACKROCK MUNIYIELD MICH QU COM | 4K | $50K–$100K | SH |
| FULT | FULTON FINL CORP PA COM | 3K | $50K–$100K | SH |
| PSFD | PACER SWAN SOS FLEX (JANUARY) ETF | 1K | $50K–$100K | SH |
| LGI | LAZARD GLOBAL TOTAL RETURN & COM | 3K | $50K–$100K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | 196 | $50K–$100K | SH |
| DECZ | TRUESHARES STRUCTURED OUTCOME (DECEMBER) ETF | 1K | $15K–$50K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 334 | $15K–$50K | SH |
| FFEB | FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY | 840 | $15K–$50K | SH |
| TD | TORONTO DOMINION BK ONT COM NEW | 500 | $15K–$50K | SH |
| SNOW | SNOWFLAKE INC COM SHS | 209 | $15K–$50K | SH |
| VMO | INVESCO MUN OPPORTUNITY TR COM | 5K | $15K–$50K | SH |
| SEE | SEALED AIR CORP NEW COM | 1K | $15K–$50K | SH |
| APP | APPLOVIN CORP COM CL A | 66 | $15K–$50K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 796 | $15K–$50K | SH |
| MMU | WESTERN ASSET MANAGED MUNS FD COM | 4K | $15K–$50K | SH |
| GRF | EAGLE CAP GROWTH FD INC COM | 4K | $15K–$50K | SH |
| F | FORD MTR CO COM | 3K | $15K–$50K | SH |
| SOFI | SOFI TECHNOLOGIES INC COM | 2K | $15K–$50K | SH |
| BLK | BLACKROCK INC COM | 39 | $15K–$50K | SH |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | 315 | $15K–$50K | SH |
| XFLT | XAI OCTAGN FLT RAT & ALT INM T COM | 9K | $15K–$50K | SH |
| CLS | CELESTICA INC COM | 139 | $15K–$50K | SH |
| PPG | PPG INDS INC COM | 400 | $15K–$50K | SH |
| PSMD | PACER SWAN SOS MODERATE (JANUARY) ETF | 1K | $15K–$50K | SH |
| KF | KOREA FD INC COM NEW | 1K | $15K–$50K | SH |
| FT | FRANKLIN UNVL TR SH BEN INT | 5K | $15K–$50K | SH |
| KAPR | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL | 1K | $15K–$50K | SH |
| DECT | ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF | 1K | $15K–$50K | SH |
| FEBZ | TRUESHARES STRUCTURED OUTCOME (FEBRUARY) ETF | 1K | $15K–$50K | SH |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | 366 | $15K–$50K | SH |
| MTB | M & T BK CORP COM | 182 | $15K–$50K | SH |
| PYPL | PAYPAL HLDGS INC COM | 615 | $15K–$50K | SH |
| EBAY | EBAY INC. COM | 402 | $15K–$50K | SH |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 769 | $15K–$50K | SH |
| APH | AMPHENOL CORP CL A | 257 | $15K–$50K | SH |
| TXN | TEXAS INSTRS INC COM | 200 | $15K–$50K | SH |
| PRIM | PRIMORIS SVCS CORP COM | 271 | $15K–$50K | SH |
| AEM | AGNICO EAGLE MINES LTD COM | 198 | $15K–$50K | SH |
| KO | COCA COLA CO COM | 479 | $15K–$50K | SH |
| GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | 807 | $15K–$50K | SH |
| NUE | NUCOR CORP COM | 200 | $15K–$50K | SH |
| AUGW | ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF | 1K | $15K–$50K | SH |
| MUJ | BLACKROCK MUNIHLDGS NJ QLTY FD COM | 3K | $15K–$50K | SH |
| SIXO | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF | 912 | $15K–$50K | SH |
| MYN | BLACKROCK MUNIYIELD N Y QUALIT COM | 3K | $15K–$50K | SH |
| MAYW | ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF | 906 | $15K–$50K | SH |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | 79 | $15K–$50K | SH |