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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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BLUE BELL PRIVATE WEALTH MANAGEMENT LLC

Time Period2018-06-30

Total Holdings225

Total Value ($x1000)220,160
Activities
New13

Increased36

Unchanged86

Decreased90

Sold Out22

Top 10 Stock Holdingstotal 71.46%
SPY18.29

GAM10.49

ADX8.88

SCHX8.1

TY6.97

 
SCHB5.89

USA4.06

RSP3.65

2.63

2.5

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
18.29%
TR UNIT
GAM
10.49%
COM
ADX
8.88%
COM
SCHX
8.1%
US LRG CAP ETF
TY
6.97%
COM
SCHB
5.89%
US BRD MKT ETF
USA
4.06%
SH BEN INT
RSP
3.65%
GUG S&P500 EQ WT
DIVIDEND...
2.63%
COM
SPDR DOW...
2.5%
COM
IWM
1.83%
RUSSELL 2000 ETF
SPE
1.57%
COM
RVT
1.45%
COM
SCHV
1.23%
US LCAP VA ETF
SCHA
1.2%
US SML CAP ETF
IVV
1.18%
CORE S&P500 ETF
SCHM
1.11%
US MID-CAP ETF
SPE/PB
1.01%
PFD CONV SE B
AOD
0.93%
COM SBI
VOO
0.85%
S&P 500 ETF SH
INVESCO ...
0.65%
COM
GPM
0.64%
COM
AMERICAN...
0.63%
COM
GGZ
0.61%
COM
SGOL
0.6%
SHS
SCHG
0.51%
US LCAP GR ETF
DIAX
0.48%
SHS
ALLIANZG...
0.48%
COM
IIF
0.45%
COM
SCHE
0.44%
EMRG MKTEQ ETF
VTI
0.43%
TOTAL STK MKT
GRX
0.43%
SHS
CET
0.39%
COM
SCHD
0.38%
US DIVIDEND EQ
IWF
0.38%
RUS 1000 GRW ETF
SCHF
0.37%
INTL EQTY ETF
KRE
0.35%
S&P REGL BKG
RMT
0.28%
COM
SCHC
0.25%
INTL SCEQT ETF
DEX
0.24%
COM
SPDR GOL...
0.24%
COM
CUBA
0.24%
COM
RGT
0.23%
COM
FEU
0.23%
STOXX EUR 50 ETF
EMF
0.22%
COM
MSF
0.22%
COM
OEF
0.21%
S&P 100 ETF
IVW
0.2%
S&P 500 GRWT ETF
IWD
0.19%
RUS 1000 VAL ETF
PUTW
0.18%
CBOE S&P 500
BIF
0.17%
COM
DGRW
0.17%
US DIVD GRT FD
EEA
0.17%
COM
GDV
0.16%
COM
EEM
0.15%
MSCI EMG MKT ETF
SWZ
0.14%
COM
FUND
0.13%
COM
NHF
0.12%
COM NEW
DON
0.12%
MIDCAP DIVI FD
XLV
0.11%
SBI HEALTHCARE
CH
0.11%
COM
BDJ
0.1%
COM
SCHK
0.1%
1000 INDEX ETF
TDF
0.1%
COM
HON
0.1%
COM
SOR
0.1%
COM
THQ
0.09%
SHS
PKW
0.09%
DYNA BUYBK ACH
XLI
0.09%
SBI INT-INDS
DWX
0.08%
S&P INTL ETF
TBF
0.08%
SHRT 20+YR TRE
TDIV
0.08%
NASD TECH DIV
BCX
0.08%
SHS
LGI
0.08%
COM
ACWI
0.07%
MSCI ACWI ETF
SCHP
0.07%
US TIPS ETF
TIP
0.07%
TIPS BD ETF
IFN
0.06%
COM
PPR
0.06%
SH BEN INT
IRL
0.06%
COM
XLK
0.06%
TECHNOLOGY
EWJ
0.05%
MSCI JAPAN ETF
IAU
0.05%
ISHARES
VT
0.05%
TT WRLD ST ETF
JRI
0.05%
COM
MMM
0.05%
COM
SLV
0.05%
ISHARES
VIG
0.04%
DIV APP ETF
FFA
0.04%
COM
RIF
0.04%
COM
CEW
0.04%
DRYFS CURR ETF
SCHH
0.04%
US REIT ETF
SIVR
0.04%
SILVER SHS
SPLV
0.04%
S&P500 LOW VOL
NY
0.04%
CALL
LMP CAPI...
0.04%
COM
XLF
0.04%
SBI INT-FINL
XLP
0.04%
SBI CONS STPLS
ASA
0.04%
SHS
EUO
0.04%
ULTRASHRT EURO
XLB
0.04%
SBI MATERIALS
SOXX
0.04%
PHLX SEMICND ETF
JOF
0.04%
COM
DXJ
0.03%
JAPN HEDGE EQT
EWZ
0.03%
MSCI BRZ CAP ETF
PIN
0.03%
INDIA PORT
IYT
0.03%
TRANS AVG ETF
MOO
0.03%
AGRIBUS ETF
SPY
0.03%
CALL
PEO
0.02%
COM
KNOW
0.02%
ALL CP INSIDER
HYS
0.02%
0-5 HIGH YIELD
LDF
0.02%
COM
IBUY
0.02%
ONLIN RETL ETF
VV
0.02%
LARGE CAP ETF
FNDC
0.02%
SCHWB FDT INT SC
EQS
0.02%
COM
FEZ
0.02%
EURO STOXX 50
AAL
0.02%
COM
SKYY
0.02%
ISE CLOUD COMP
JEQ
0.02%
COM
EDIV
0.02%
S&P EM MKT DIV
EWH
0.02%
MSCI HONG KG ETF
APF
0.02%
COM
SPY
0.02%
PUT
CNCR
0.02%
LONCAR CANCER
PGX
0.02%
AGG PFD PORT
GABELLI ...
0.02%
COM
WIW
0.01%
COM
HACK
0.01%
ISE CYBER SEC
CEF
0.01%
CL A
IWS
0.01%
RUS MDCP VAL ETF
CAF
0.01%
COM
MADISONC...
0.01%
COM
ILF
0.01%
LATN AMER 40 ETF
QQQE
0.01%
NAS100 EQL WGT
XLE
0.01%
SBI INT-ENERGY
PRNT
0.01%
3D PRINTING ETF
VGK
0.01%
FTSE EUROPE ETF
GLQ
0.01%
COM
CLOUGH G...
0.01%
COM
GYRO
0.01%
COM
AIG/WS
0.01%
*W EXP 01/19/202
LIT
0.01%
GLOBAL X LITHIUM
EZA
0.01%
MSCI STH AFR ETF
QQQ
0.01%
PUT
ETJ
0.01%
COM
PCF
0.01%
SHS BEN INT
MXE
0.01%
COM
PFF
0.01%
U.S. PFD STK ETF
EWC
0.01%
MSCI CDA ETF
EWX
0.01%
S&P EMKTSC ETF
AGC
0.01%
COM
SCHO
0.01%
SHT TM US TRES
SLVO
0.01%
SLVRFLO ETN LK
HEDJ
0.01%
EUROPE HEDGED EQ
PHT
0.01%
COM
IYE
0.01%
U.S. ENERGY ETF
BCV
0.01%
COM
CQQQ
0.01%
GUGG CHN TECH
CHN
0.01%
COM
DTD
< 0.01%
TOTAL DIVID FD
AGD
< 0.01%
COM
PALL
< 0.01%
SH BEN INT
CSD
< 0.01%
GUGG SPINOFF ETF
FB
< 0.01%
CALL
BGY
< 0.01%
COM BENE INTER
ACWX
< 0.01%
MSCI ACWI US ETF
XLY
< 0.01%
SBI CONS DISCR
RFG
< 0.01%
GUG S&P MC400 PG
PPLT
< 0.01%
SH BEN INT
GLTR
< 0.01%
PHYS PM BSKT
EFG
< 0.01%
EAFE GRWTH ETF
EUFX
< 0.01%
PROSHS SHT EUR
CSX
< 0.01%
CALL
VWO
< 0.01%
FTSE EMR MKT ETF
GXC
< 0.01%
S&P CHINA ETF
NY
< 0.01%
PUT
EEB
< 0.01%
GUGG BRIC ETF
APB
< 0.01%
COM
PHYS
< 0.01%
UNIT
TWN
< 0.01%
COM
SH
< 0.01%
PSHS SHRT S&P500
BGR
< 0.01%
COM
FRN
< 0.01%
GUGG FRNTR MKT
IYR
< 0.01%
U.S. REAL ES ETF
VCSH
< 0.01%
SHRT TRM CORP BD
IGE
< 0.01%
NA NAT RES
GSVC
< 0.01%
COM
FOXBY CO...
< 0.01%
COM
ZOES
< 0.01%
COM
VNM
< 0.01%
VIETNAM ETF
PSLV
< 0.01%
TR UNIT
INP
< 0.01%
IPMS INDIA ETN
MNA
< 0.01%
IQ MRGR ARB ETF
CII
< 0.01%
COM
JPS
< 0.01%
COM
EFA
< 0.01%
MSCI EAFE ETF
IDLV
< 0.01%
INTL DEV LOWVL
GSG
< 0.01%
UNIT BEN INT
ENY
< 0.01%
GUGG CA ENRG INC
BOE
< 0.01%
COM
DDD
< 0.01%
COM NEW
AVK
< 0.01%
COM
PRF
< 0.01%
FTSE RAFI 1000
PFE
< 0.01%
CALL
XONE
< 0.01%
COM
RYT
< 0.01%
GUG S&P500EQWTTE
EWM
< 0.01%
MSCI MALAYSI ETF
EFV
< 0.01%
EAFE VALUE ETF
OAS
< 0.01%
CALL
WY
< 0.01%
CALL
KO
< 0.01%
CALL
PSX
< 0.01%
CALL
RZG
< 0.01%
GUG S&P SC600 PG
MO
< 0.01%
CALL
SPHB
< 0.01%
S&P500 HGH BET
AIG
< 0.01%
CALL
DIA
< 0.01%
CALL
MVC
< 0.01%
COM
FNDB
< 0.01%
SCHWAB FDT US BM
SVVC
< 0.01%
COM
QQQX
< 0.01%
COM
ASG
< 0.01%
COM
VHC
< 0.01%
CALL
SGF
0.12%
COM
LATIN AM...
0.1%
COM
ETF
0.09%
COM
SPYG
0.05%
S&P 500 GROWTH
DDF
0.04%
COM
QQQ
0.03%
PUT
ECF
0.01%
COM
TIP
0.01%
CALL
GLO
0.01%
SH BEN INT
RFI
0.01%
COM
ISL
0.01%
COM
ETW
0.01%
COM
AGD
< 0.01%
COM NEW
VAN KAMP...
< 0.01%
COM
AAPL
< 0.01%
CALL
RQI
< 0.01%
COM
CEFL
< 0.01%
ETRACS MTH 2XLV
TFI
< 0.01%
CALL
GCH
< 0.01%
COM
EUFN
< 0.01%
PUT
AAPL
< 0.01%
PUT
XLF
< 0.01%
PUT