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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 12 of 37  ·  724 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EMF TEMPLETON EMERGING MKTS FD COM Financial Services 18,218.0 $319K 0.05% $17.49 +38.4%
222 UNP UNION PAC CORP COM Industrials 1,253.0 $304K 0.04% +108.0 +9.4% $242.62 +5.9%
223 GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 7,660.0 $302K 0.04% -103.0 -1.3% $39.42 +4.5%
224 ADBE ADOBE INC COM Technology 1,218.0 $296K 0.04% +1K +1864.5% $243.08 -19.7%
225 DBC INVESCO DB COMMODITY INDEX TRACKING FUND Financial Services 10,150.0 $294K 0.04% $28.95 -4.6%
226 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 3,146.0 $292K 0.04% +2K +204.6% $92.74 +1.6%
227 JULT ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF 6,610.0 $291K 0.04% -502.0 -7.1% $43.96 +8.5%
228 HACK AMPLIFY CYBERSECURITY ETF 3,866.0 $290K 0.04% -200.0 -4.9% $75.09 +27.8%
229 LRN STRIDE INC COM Consumer Defensive 3,283.0 $289K 0.04% +1K +71.6% $88.17 -6.1%
230 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 2,440.0 $289K 0.04% $118.45 +12.6%
231 EATON VANCE TAX-ADVANTAGED GLO COM 10,790.0 $288K 0.04% +311.0 +3.0% $26.65
232 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 1,879.0 $275K 0.04% -408.0 -17.8% $146.61 +1.9%
233 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 1,876.0 $274K 0.04% -201.0 -9.7% $146.28 -12.2%
234 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 557.0 $274K 0.04% +5.0 +0.9% $491.53 -5.5%
235 VIRTUS CONVERTIBLE & INC FD II COM NEW 19,962.0 $268K 0.04% +12K +165.6% $13.41
236 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 1,633.0 $264K 0.04% +22.0 +1.4% $161.73 +11.9%
237 INTC INTEL CORP COM Technology 5,923.0 $261K 0.04% $44.13 +203.6%
238 IIF MORGAN STANLEY INDIA INVT FD COM Financial Services 12,667.0 $261K 0.04% $20.58 +8.2%
239 PSFJ PACER SWAN SOS FLEX (JULY) ETF 7,978.0 $261K 0.04% -100.0 -1.2% $32.66 +7.4%
240 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 765.0 $259K 0.04% +58.0 +8.2% $337.95 +36.7%
Page 12 of 37  ·  724 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%