Blue Bell Private Wealth Management, LLC
CIK Number: 0001352860
525.02M
Market Value
545
# of Holdings
13 months
Avg. Holding Period
51.15%
Win Rate
15.82%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 550.68 | +0.73% | 221.35K | +0.79% | 129.73M | 281.6 | 24.71% |
| 2 | GAM | General America... | 50.23 | +0.40% | 718.13K | +0.60% | 36.63M | 35.26 | 6.98% |
| 3 | SCHX | Schwab U.S. Lar... | 21.77 | +0.72% | 836.36K | +198.48% | 19.39M | 9.95 | 3.69% |
| 4 | ADX | Adams Diversifi... | 19.06 | +1.17% | 936.49K | +4.85% | 18.92M | 14.23 | 3.60% |
| 5 | SCHB | Schwab U.S. Bro... | 21.20 | +0.69% | 628.09K | +199.08% | 14.26M | 10.44 | 2.72% |
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