Blue Bell Private Wealth Management, LLC
CIK Number: 0001352860
525.02M
Market Value
504
# of Holdings
13 months
Avg. Holding Period
82.56%
Win Rate
16.08%
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... | 583.11 | -1.86% | 219.63K | -1.09% | 126.01M | 279.21 | 24.07% | |
| 2 | General Amern I... | 50.60 | -0.57% | 713.88K | +5.72% | 38.27M | 35.17 | 7.31% | |
| 3 | Adams Diversifi... | 19.66 | -2.19% | 893.15K | -23.16% | 19.26M | 13.94 | 3.68% | |
| 4 | Schwab U.S. Lar... | 23.07 | -1.89% | 280.21K | -0.41% | 19.01M | 9.95 | 3.63% | |
| 5 | Schwab U.S. Bro... | 22.50 | -1.85% | 210.01K | -0.61% | 13.97M | 10.44 | 2.67% |
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