BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$525K
Holdings
676
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (676 positions)
| Stock | Value |
|---|---|
TRVCCITIGROUP INC COM NEW | $73K |
NJANINNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | $73K |
MARMARRIOTT INTL INC NEW CL A | $72K |
QJUNFT VEST NASDAQ-100 BUFFER ETF - JUNE | $72K |
EPAMEPAM SYS INC COM | $72K |
IHDVOYA EMERGING MKTS HIGH DIVID COM | $72K |
GDGENERAL DYNAMICS CORP COM | $71K |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $71K |
USBUS BANCORP DEL COM NEW | $69K |
TDTORONTO DOMINION BK ONT COM NEW | $69K |
NVBWALLIANZIM U.S. LARGE CAP BUFFER20 NOV ETF | $68K |
AQLTISHARES RUSSELL TOP 200 ETF | $66K |
ABTABBOTT LABS COM | $66K |
WIWWESTERN AST INFL LKD OPP & INM COM | $65K |
SFMSPROUTS FMRS MKT INC COM | $65K |
VOTETCW TRANSFORM 500 ETF | $63K |
XNEAXNUVEEN AMT FREE QLTY MUN INCME COM | $62K |
XBXMXNUVEEN S&P 500 BUY-WRITE INCOM COM | $61K |
KOCOCA COLA CO COM | $61K |
AUGTALLIANZIM U.S. LARGE CAP BUFFER10 AUG ETF | $61K |
IOCTINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER | $60K |
IVEISHARES S&P 500 VALUE ETF | $60K |
PGZPRINCIPAL REAL ESTATE INCOME F SHS BEN INT | $60K |
CRWDCROWDSTRIKE HLDGS INC CL A | $58K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $58K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $57K |
CVSCVS HEALTH CORP COM | $57K |
QTUMDEFIANCE QUANTUM ETF | $55K |
AMDADVANCED MICRO DEVICES INC COM | $54K |
DDECFT VEST US EQUITY DEEP BUFFER ETF - DECEMBER | $52K |
TELTE CONNECTIVITY PLC ORD SHS | $51K |
4I1PHILIP MORRIS INTL INC COM | $51K |
LNCLINCOLN NATL CORP IND COM | $51K |
FULTFULTON FINL CORP PA COM | $51K |
XTJLINNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JULY | $51K |
BLOKAMPLIFY TRANSFORMATIONAL DATA SHARING ETF | $50K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $50K |
GDXVANECK GOLD MINERS ETF | $50K |
NOCTINNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER | $49K |
SOXQINVESCO PHLX SEMICONDUCTOR ETF | $49K |
PYPLPAYPAL HLDGS INC COM | $49K |
QVALALPHA ARCHITECT US QUANTITATIVE VALUE ETF | $48K |
MVTBLACKROCK MUNIVEST FD II INC COM | $48K |
PPGPPG INDS INC COM | $47K |
TAT&T INC COM | $47K |
PSFDPACER SWAN SOS FLEX (JANUARY) ETF | $46K |
TXNTEXAS INSTRS INC COM | $46K |
MMM3M CO COM | $45K |
UBERUBER TECHNOLOGIES INC COM | $45K |
IBUYAMPLIFY ONLINE RETAIL ETF | $45K |
GSEPFT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER | $45K |
MYNBLACKROCK MUNIYIELD N Y QUALIT COM | $44K |
AMGNAMGEN INC COM | $43K |
GJUNFT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | $43K |
ZTSZOETIS INC CL A | $43K |
TDFTEMPLETON DRAGON FD INC COM | $42K |
GLWCORNING INC COM | $41K |
FFEBFT VEST U.S. EQUITY BUFFER FUND - FEBRUARY | $41K |
RYROYAL BK CDA COM | $41K |
PRUPRUDENTIAL FINL INC COM | $41K |
FRPTFRESHPET INC COM | $41K |
PMOPUTNAM MUN OPPORTUNITIES TR SH BEN INT | $40K |
SYFSYNCHRONY FINANCIAL COM | $40K |
QQQEDIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | $40K |
ABBVABBVIE INC COM | $39K |
PNIPIMCO NEW YORK MUN FD II COM | $39K |
CYBRCYBERARK SOFTWARE LTD SHS | $38K |
UJANINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY | $38K |
CTVACORTEVA INC COM | $38K |
SIXOALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF | $38K |
PSMDPACER SWAN SOS MODERATE (JANUARY) ETF | $37K |
QCOMQUALCOMM INC COM | $37K |
MUJBLACKROCK MUNIHLDGS NJ QLTY FD COM | $37K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM | $36K |
XAGDXABRDN GLOBAL DYNAMIC DIVIDEND COM | $36K |
OLLIOLLIES BARGAIN OUTLET HLDGS IN COM | $35K |
WMWASTE MGMT INC DEL COM | $35K |
ELFE L F BEAUTY INC COM | $35K |
MTBM & T BK CORP COM | $34K |
BMIBADGER METER INC COM | $33K |
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK | $33K |
VBRVANGUARD SMALL CAP VALUE ETF | $33K |
DECTALLIANZIM U.S. LARGE CAP BUFFER10 DEC ETF | $33K |
SNOWSNOWFLAKE INC CL A | $33K |
MARTALLIANZIM U.S. LARGE CAP BUFFER10 MAR ETF | $32K |
BUFFINNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $32K |
TIPISHARES TIPS BOND ETF | $31K |
DDOMINION ENERGY INC COM | $31K |
FFORD MTR CO COM | $31K |
VFHVANGUARD FINANCIALS ETF | $31K |
JCIJOHNSON CTLS INTL PLC SHS | $30K |
BMYBRISTOL-MYERS SQUIBB CO COM | $29K |
SFEBFT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY | $29K |
SCHPSCHWAB US TIPS ETF | $29K |
XFEBFT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | $29K |
BDXBECTON DICKINSON & CO COM | $29K |
AUGWALLIANZIM U.S. LARGE CAP BUFFER20 AUG ETF | $29K |
DDTOINNOVATOR ETFS TRUST US EQTY ACC ETF | $28K |
QMOMALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF | $28K |
IFFINTERNATIONAL FLAVORS&FRAGRANC COM | $26K |