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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 30 of 37  ·  724 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CALF PACER US SMALL CAP CASH COWS ETF 187.0 $8K 0.00% $44.87 +9.6%
582 ASH ASHLAND INC COM Basic Materials 150.0 $8K 0.00% $55.61 +22.1%
583 BUL PACER US CASH COWS GROWTH ETF 153.0 $8K 0.00% $54.06 +8.5%
584 DOW DOW HLDGS INC COM Basic Materials 194.0 $8K 0.00% $41.65 -23.8%
585 MQY BLACKROCK MUNIYILD QULT FD INC COM Financial Services 726.0 $8K 0.00% NEW $10.98 +4.2%
586 TWST TWIST BIOSCIENCE CORP COM Healthcare 166.0 $8K 0.00% $47.52 +84.3%
587 ITEQ AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF 130.0 $8K 0.00% $57.72 +13.8%
588 ETHE GRAYSCALE ETHEREUM STAKING ETF Financial Services 433.0 $7K 0.00% $17.07 -19.2%
589 FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF 50.0 $7K 0.00% $147.48 +96.1%
590 FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - APRIL 200.0 $7K 0.00% $36.84
591 WLDN WILLDAN GROUP INC COM Industrials 96.0 $7K 0.00% +44.0 +84.6% $76.56 +16.2%
592 PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER Financial Services 300.0 $7K 0.00% -68.0 -18.5% $24.39 -13.9%
593 KYN KAYNE ANDERSON ENERGY INFRSTR COM Financial Services 500.0 $7K 0.00% NEW $14.28 -7.1%
594 LUV SOUTHWEST AIRLS CO COM Industrials 190.0 $7K 0.00% +50.0 +35.7% $37.57 +27.7%
595 VLUE ISHARES MSCI USA VALUE FACTOR ETF 50.0 $7K 0.00% -136.0 -73.1% $142.20 +40.6%
596 CTRA COTERRA ENERGY INC COM Energy 200.0 $7K 0.00% $35.14 -7.3%
597 RFM RIVERNORTH FLEXIBLE MUN INCOME COM Financial Services 500.0 $7K 0.00% $14.03 +4.5%
598 PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR Financial Services 192.0 $7K 0.00% -422.0 -68.7% $35.44 -10.2%
599 ALL ALLSTATE CORP COM Financial Services 32.0 $7K 0.00% +24.0 +300.0% $207.34 +6.7%
600 BGX BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT Financial Services 600.0 $7K 0.00% NEW $10.90 -0.3%
Page 30 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%