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Portfolio (Quarterly) Guide ↗

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

· CIK 0001352860
13F Portfolio $696M AUM 724 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New 217 Added 139 Reduced 69 Exited
Page 7 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 1,633.0 $264K 0.04% +22.0 +1.4% $161.73 +11.9%
122 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 765.0 $259K 0.04% +58.0 +8.2% $337.95 +36.7%
123 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,785.0 $258K 0.04% +268.0 +17.7% $144.44 +4.1%
124 MXF MEXICO FD INC COM Financial Services 11,958.0 $250K 0.04% +7K +128.4% $20.93 +6.3%
125 FEBT ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF 6,445.0 $241K 0.04% +2K +52.5% $37.46 +9.7%
126 GE GE AEROSPACE COM NEW Industrials 837.0 $238K 0.03% +8.0 +1.0% $283.77 +26.0%
127 VIRTUS EQUITY & CONV INCM FD COM 10,057.0 $235K 0.03% +3K +51.1% $23.36
128 RTX RTX CORPORATION COM Industrials 1,114.0 $215K 0.03% +40.0 +3.7% $192.90 -3.8%
129 AMD ADVANCED MICRO DEVICES INC COM Technology 1,039.0 $211K 0.03% +18.0 +1.8% $203.43 +164.2%
130 MU MICRON TECHNOLOGY INC COM Technology 620.0 $209K 0.03% +11.0 +1.8% $337.88 +235.6%
131 USA LIBERTY ALL STAR EQUITY FD SH BEN INT Financial Services 37,216.0 $207K 0.03% +10K +38.9% $5.55 +4.5%
132 ABBV ABBVIE INC COM Healthcare 940.0 $205K 0.03% +530.0 +129.3% $217.60 -0.5%
133 EJAN INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY 5,928.0 $201K 0.03% +5K +1183.1% $33.93 +6.6%
134 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN Financial Services 4,180.0 $199K 0.03% +576.0 +16.0% $47.72 -9.3%
135 TWN TAIWAN FD INC COM Financial Services 2,960.0 $195K 0.03% +450.0 +17.9% $65.74 +53.4%
136 MART ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF 4,919.0 $189K 0.03% +1K +28.8% $38.36 +9.2%
137 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 771.0 $185K 0.03% +750.0 +3571.4% $240.02 +41.0%
138 PNC PNC FINL SVCS GROUP INC COM Financial Services 855.0 $178K 0.03% +22.0 +2.6% $208.09 +11.5%
139 CMCSA COMCAST CORP NEW CL A Communication Services 6,197.0 $178K 0.03% +1K +19.2% $28.71 -21.9%
140 ABT ABBOTT LABORATORIES COM Healthcare 1,667.0 $171K 0.03% +710.0 +74.2% $102.67 -13.9%
Page 7 of 11  ·  217 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 88.3%
Technology 5.1%
Healthcare 1.4%
Consumer Cyclical 1.4%
Industrials 1.0%
Communication Services 1.0%
Consumer Defensive 0.7%
Utilities 0.6%
Energy 0.5%
Basic Materials 0.1%