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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 Period2017-12-31

Total Holdings233

Total Value ($x1000)222,781
Activities
New9

Increased61

Unchanged92

Decreased71

Sold Out19

Top 10 Stock Holdingstotal 67.34%
SPY17.43

GAM10.03

ADX8.33

TY7.15

SCHX6.27

 
SCHB4.78

USA4.24

RSP3.59

2527871062.84

25538A1052.68

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
17.43%
TR UNIT
GAM
10.03%
COM
ADX
8.33%
COM
TY
7.15%
COM
SCHX
6.27%
US LRG CAP ETF
SCHB
4.78%
US BRD MKT ETF
USA
4.24%
SH BEN INT
RSP
3.59%
GUG S&P500 EQ WT
SPDR DOW...
2.84%
COM
DIVIDEND...
2.68%
COM
RVT
2.52%
COM
SPE
1.8%
COM
IWM
1.71%
RUSSELL 2000 ETF
GPM
1.32%
COM
SCHV
1.27%
US LCAP VA ETF
IVV
1.2%
CORE S&P500 ETF
DIAX
1.18%
SHS
SPE/PB
1.03%
PFD CONV SE B
SCHM
1.01%
US MID-CAP ETF
AOD
0.9%
COM SBI
VOO
0.88%
S&P 500 ETF SH
SCHA
0.82%
US SML CAP ETF
AMERICAN...
0.75%
COM
POWERSHA...
0.68%
COM
SGOL
0.66%
SHS
IIF
0.64%
COM
GGZ
0.56%
COM
SCHE
0.46%
EMRG MKTEQ ETF
SCHG
0.46%
US LCAP GR ETF
VTI
0.45%
TOTAL STK MKT
ALLIANZG...
0.44%
COM
RMT
0.4%
COM
GRX
0.4%
SHS
SCHD
0.38%
US DIVIDEND EQ
DEX
0.37%
COM
SCHF
0.37%
INTL EQTY ETF
IWF
0.37%
RUS 1000 GRW ETF
KRE
0.32%
S&P REGL BKG
CUBA
0.32%
COM
SPY
0.31%
CALL
CET
0.29%
COM
FUND
0.28%
COM
SPDR GOL...
0.27%
COM
EMF
0.27%
COM
GDV
0.25%
COM
OEF
0.25%
S&P 100 ETF
RGT
0.25%
COM
FEU
0.25%
STOXX EUR 50 ETF
SCHC
0.24%
INTL SCEQT ETF
IWD
0.22%
RUS 1000 VAL ETF
MSF
0.2%
COM
ASG
0.2%
COM
PUTW
0.18%
CBOE S&P 500
EEA
0.18%
COM
BDJ
0.18%
COM
EEM
0.18%
MSCI EMG MKT ETF
DGRW
0.17%
US DIVD GRT FD
FFA
0.16%
COM
IVW
0.14%
S&P 500 GRWT ETF
SGF
0.14%
COM
BIF
0.14%
COM
LGI
0.12%
COM
DON
0.12%
MIDCAP DIVI FD
XLV
0.12%
SBI HEALTHCARE
HON
0.1%
COM
XLI
0.1%
SBI INT-INDS
LATIN AM...
0.1%
COM
PKW
0.1%
DYNA BUYBK ACH
ETF
0.09%
COM
BCX
0.09%
SHS
TDIV
0.09%
NASD TECH DIV
DDF
0.09%
COM
TBF
0.08%
SHRT 20+YR TRE
NHF
0.08%
COM NEW
DWX
0.08%
S&P INTL ETF
ACWI
0.08%
MSCI ACWI ETF
TDF
0.07%
COM
CII
0.07%
COM
THQ
0.07%
SHS
TIP
0.07%
TIPS BD ETF
SCHK
0.07%
1000 INDEX ETF
SOR
0.07%
COM
VT
0.07%
TT WRLD ST ETF
SLV
0.06%
ISHARES
SCHP
0.06%
US TIPS ETF
MMM
0.06%
COM
IRL
0.06%
COM
EWJ
0.06%
MSCI JAPAN ETF
IFN
0.06%
COM
CEW
0.06%
DRYFS CURR ETF
ETJ
0.05%
COM
RIF
0.05%
COM
SPYG
0.05%
S&P 500 GROWTH
VIG
0.05%
DIV APP ETF
IAU
0.05%
ISHARES
JRI
0.05%
COM
XLK
0.05%
TECHNOLOGY
BOE
0.05%
COM
EUO
0.05%
ULTRASHRT EURO
DIA
0.05%
CALL
JOF
0.04%
COM
XLF
0.04%
SBI INT-FINL
ASA
0.04%
SHS
XLP
0.04%
SBI CONS STPLS
SPLV
0.04%
S&P500 LOW VOL
EWZ
0.04%
MSCI BRZ CAP ETF
XLB
0.04%
SBI MATERIALS
DXJ
0.04%
JAPN HEDGE EQT
SIVR
0.04%
SILVER SHS
IYT
0.03%
TRANS AVG ETF
SOXX
0.03%
PHLX SEMICND ETF
PIN
0.03%
INDIA PORT
PEO
0.03%
COM
SWZ
0.03%
COM
DWS DREM...
0.03%
COM
AAL
0.03%
COM
EWH
0.03%
MSCI HONG KG ETF
INP
0.03%
IPMS INDIA ETN
MOO
0.02%
AGRIBUS ETF
HYS
0.02%
0-5 HIGH YIELD
LDF
0.02%
COM
IGA
0.02%
COM
SCHH
0.02%
US REIT ETF
KNOW
0.02%
ALL CP INSIDER
FEZ
0.02%
EURO STOXX 50
VV
0.02%
LARGE CAP ETF
EQS
0.02%
COM
EDIV
0.02%
S&P EM MKT DIV
FNDC
0.02%
SCHWB FDT INT SC
IBUY
0.02%
ONLIN RETL ETF
GAB
0.02%
COM
NY
0.02%
CALL
PGX
0.02%
AGG PFD PORT
JEQ
0.02%
COM
ECF
0.02%
COM
VGK
0.02%
FTSE EUROPE ETF
CNCR
0.01%
LONCAR CANCER
CAF
0.01%
COM
WIW
0.01%
COM
CEF
0.01%
CL A
NY
0.01%
PUT
ILF
0.01%
LATN AMER 40 ETF
IWS
0.01%
RUS MDCP VAL ETF
EZA
0.01%
MSCI STH AFR ETF
PALL
0.01%
SH BEN INT
HACK
0.01%
ISE CYBER SEC
AIG/WS
0.01%
*W EXP 01/19/202
XLE
0.01%
SBI INT-ENERGY
GABELLI ...
0.01%
COM
ISL
0.01%
COM
QQQE
0.01%
NAS100 EQL WGT
PRNT
0.01%
3D PRINTING ETF
BCV
0.01%
COM
QQQ
0.01%
PUT
GYRO
0.01%
COM
LIT
0.01%
GLOBAL X LITHIUM
PFF
0.01%
U.S. PFD STK ETF
GLO
0.01%
SH BEN INT
VWO
0.01%
FTSE EMR MKT ETF
SKYY
0.01%
ISE CLOUD COMP
LMP CAPI...
0.01%
COM
QDF
0.01%
QUALT DIVD IDX
VGT
0.01%
INF TECH ETF
WIA
0.01%
COM SH BEN INT
GF
0.01%
COM
EWX
0.01%
S&P EMKTSC ETF
PCF
0.01%
SHS BEN INT
EUFX
0.01%
PROSHS SHT EUR
MXE
0.01%
COM
SCHO
0.01%
SHT TM US TRES
EWC
0.01%
MSCI CDA ETF
SLVO
0.01%
SLVRFLO ETN LK
CHN
0.01%
COM
RFI
0.01%
COM
HEDJ
0.01%
EUROPE HEDGED EQ
DTD
< 0.01%
TOTAL DIVID FD
IYE
< 0.01%
U.S. ENERGY ETF
CQQQ
< 0.01%
GUGG CHN TECH
CSD
< 0.01%
GUGG SPINOFF ETF
VCSH
< 0.01%
SHRT TRM CORP BD
APF
< 0.01%
COM
GSVC
< 0.01%
COM
ACWX
< 0.01%
MSCI ACWI US ETF
PPLT
< 0.01%
SH BEN INT
IYR
< 0.01%
U.S. REAL ES ETF
EFG
< 0.01%
EAFE GRWTH ETF
RFG
< 0.01%
GUG S&P MC400 PG
GXC
< 0.01%
S&P CHINA ETF
XLY
< 0.01%
SBI CONS DISCR
EEB
< 0.01%
GUGG BRIC ETF
BWV
< 0.01%
ETN CBOE SPBUY
GLTR
< 0.01%
PHYS PM BSKT
SH
< 0.01%
PSHS SHRT S&P500
APB
< 0.01%
COM
ZOES
< 0.01%
COM
PHYS
< 0.01%
UNIT
LCM
< 0.01%
COM
FRN
< 0.01%
GUGG FRNTR MKT
FOXBY CO...
< 0.01%
COM
IAF
< 0.01%
COM
BGR
< 0.01%
COM
VNM
< 0.01%
VIETNAM ETF
TWN
< 0.01%
COM
PSLV
< 0.01%
TR UNIT
IGE
< 0.01%
NA NAT RES
CEFL
< 0.01%
ETRACS MTH 2XLV
ENY
< 0.01%
GUGG CA ENRG INC
IDLV
< 0.01%
INTL DEV LOWVL
MNA
< 0.01%
IQ MRGR ARB ETF
GSG
< 0.01%
UNIT BEN INT
EFA
< 0.01%
MSCI EAFE ETF
JPG
< 0.01%
COM
JPS
< 0.01%
COM
AAPL
< 0.01%
CALL
PRF
< 0.01%
FTSE RAFI 1000
XONE
< 0.01%
COM
RYT
< 0.01%
GUG S&P500EQWTTE
SPY
< 0.01%
PUT
GCH
< 0.01%
COM
EWM
< 0.01%
MSCI MALAYSI ETF
AIG
< 0.01%
CALL
SPHB
< 0.01%
S&P500 HGH BET
DDD
< 0.01%
COM NEW
PFE
< 0.01%
CALL
TFI
< 0.01%
CALL
EFV
< 0.01%
EAFE VALUE ETF
SVVC
< 0.01%
COM
FNDB
< 0.01%
SCHWAB FDT US BM
RZG
< 0.01%
GUG S&P SC600 PG
MVC
< 0.01%
COM
QQQX
< 0.01%
COM
TF
< 0.01%
COM NEW
AGC
< 0.01%
COM
IJH
0.03%
CORE S&P MCP ETF
DLN
0.02%
LARGECAP DIVID
BGY
0.01%
COM BENE INTER
IWB
0.01%
RUS 1000 ETF
CSJ
0.01%
1-3 YR CR BD ETF
SCHR
0.01%
INTRM TRM TRES
TTF
< 0.01%
COM
JTD
< 0.01%
COM
ZWEIG FU...
< 0.01%
COM
XPH
< 0.01%
S&P PHARMAC
XLG
< 0.01%
GUG RUSS TOP 50
YYY
< 0.01%
YLD SHS HGH INC
IEZ
< 0.01%
US OIL EQ&SV ETF
RYE
< 0.01%
GUG S&P500EQWTEN
CVY
< 0.01%
GUG MULTI ASSET
RYF
< 0.01%
GUG S&P500EQWTFI
KO
< 0.01%
CALL
VANECK V...
< 0.01%
COM
HQH
< 0.01%
SH BEN INT