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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 20 of 37  ·  724 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VOTE TCW TRANSFORM 500 ETF 923.0 $70K 0.01% $76.30 +15.8%
382 TXN TEXAS INSTRS INC COM Technology 358.0 $70K 0.01% +158.0 +79.0% $194.14 +66.3%
383 SPECIAL OPPORTUNITIES FD INC 2.75 CNV PFD C 2,787.0 $69K 0.01% $24.83
384 NVBW ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF 2,042.0 $68K 0.01% $33.28 +6.9%
385 HERZ HERZFELD CARIBBEAN BASIN FD COM Financial Services 4,307.0 $67K 0.01% NEW $15.50 +8.6%
386 PM PHILIP MORRIS INTL INC COM Consumer Defensive 400.0 $66K 0.01% $165.34 +7.9%
387 NKE NIKE INC CL B Consumer Cyclical 1,248.0 $66K 0.01% -168.0 -11.9% $52.82 -14.4%
388 YDEC FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER 2,497.0 $66K 0.01% NEW $26.30 +5.0%
389 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 200.0 $65K 0.01% $327.07 +21.1%
390 PRU PRUDENTIAL FINL INC COM Financial Services 666.0 $65K 0.01% $97.69 +9.0%
391 BX BLACKSTONE INC COM Financial Services 551.0 $63K 0.01% $114.99 +7.7%
392 KO COCA COLA CO COM Consumer Defensive 809.0 $62K 0.01% +330.0 +68.9% $76.05 +4.4%
393 PSFD PACER SWAN SOS FLEX (JANUARY) ETF 1,658.0 $61K 0.01% +264.0 +18.9% $36.50 +9.0%
394 PGZ PRINCIPAL REAL ESTATE INCOME SHS BEN INT Financial Services 6,099.0 $59K 0.01% +252.0 +4.3% $9.61 +2.5%
395 WIW WESTERN AST INFL LKD OPP & INM COM Financial Services 6,924.0 $59K 0.01% $8.46 -0.4%
396 BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 1,175.0 $59K 0.01% $49.81 +34.1%
397 TDF TEMPLETON DRAGON FD INC COM Financial Services 5,473.0 $58K 0.01% $10.61 +0.8%
398 UNH UNITEDHEALTH GROUP INC COM Healthcare 214.0 $58K 0.01% -14.0 -6.1% $270.59 +48.2%
399 COHR COHERENT CORP COM Technology 241.0 $57K 0.01% -2K -89.0% $238.21 +63.5%
400 QVAL ALPHA ARCHITECT US QUANTITATIVE VALUE ETF 1,080.0 $56K 0.01% $52.14 +6.3%
Page 20 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%