Portfolio (Quarterly)
Guide ↗
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
· CIK 0001352860| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | THC | TENET HEALTHCARE CORP COM NEW | Healthcare | 3 | $596.0 | — | SOLD |
| 62 | LBRDA | LIBERTY BROADBAND CORP COM SER A | Communication Services | 10 | $483.0 | — | SOLD |
| 63 | KEX | KIRBY CORP COM | Industrials | 4 | $441.0 | — | SOLD |
| 64 | TMUS | T-MOBILE US INC COM | Communication Services | 2 | $406.0 | — | SOLD |
| 65 | — | LIBERTY GLOBAL LTD COM CL A | — | 36 | $401.0 | — | SOLD |
| 66 | TWLO | TWILIO INC CL A | Communication Services | 1 | $142.0 | — | SOLD |
| 67 | TRUG | TRUGOLF HLDGS INC COM CL A | Technology | 34 | $25.0 | — | SOLD |
| 68 | — | ITERUM THERAPEUTICS PLC SHS NEW | — | 66 | $22.0 | — | SOLD |
| 69 | DWX | SPDR S&P INTERNATIONAL DIVIDEND ETF | — | — | $14.0 | — | SOLD |
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%