Blue Bell Private Wealth Management, LLC
CIK Number: 0001352860
523.52M
Market Value
504
# of Holdings
12 months
Avg. Holding Period
79.85%
Win Rate
14.52%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 Et... | 584.57 | -0.26% | 219.63K | -1.09% | 126.01M | 279.21 | 24.07% | |
| 2 | General Amern I... | 50.64 | -0.73% | 713.88K | +5.72% | 38.27M | 35.17 | 7.31% | |
| 3 | Adams Diversifi... | 20.21 | +0.05% | 893.15K | -23.16% | 19.26M | 13.94 | 3.68% | |
| 4 | Schwab U.S. Lar... | 23.15 | -0.13% | 280.21K | -0.41% | 19.01M | 28.48 | 3.63% | |
| 5 | Schwab U.S. Bro... | 22.65 | -0.22% | 210.01K | -0.61% | 13.97M | 28.53 | 2.67% |
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