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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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Value
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BLUE BELL PRIVATE WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings198

Total Value ($x1000)214,025
Activities
New4

Increased29

Unchanged91

Decreased74

Sold Out23

Top 10 Stock Holdingstotal 71.32%
SPY20.1

GAM11.08

SCHX8.77

ADX7.74

TY6.9

 
SCHB5.15

USA3.57

RSP2.89

RVT2.59

2.53

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
20.1%
TR UNIT
GAM
11.08%
COM
SCHX
8.77%
US LRG CAP ETF
ADX
7.74%
COM
TY
6.9%
COM
SCHB
5.15%
US BRD MKT ETF
USA
3.57%
SH BEN INT
RSP
2.89%
GUG S&P500 EQ WT
RVT
2.59%
COM
SPDR DOW...
2.53%
COM
DIVIDEND...
2.44%
COM
IWM
1.94%
RUSSELL 2000 ETF
SPE
1.75%
COM
SCHA
1.52%
US SML CAP ETF
SCHV
1.39%
US LCAP VA ETF
IVV
1.38%
CORE S&P500 ETF
SCHM
1.31%
US MID-CAP ETF
SPE/PB
0.99%
PFD CONV SE B
VTI
0.99%
TOTAL STK MKT
AOD
0.95%
COM SBI
ALLIANZG...
0.74%
COM
SCHG
0.65%
US LCAP GR ETF
INVESCO ...
0.62%
COM
VOO
0.58%
S&P 500 ETF SH
GGZ
0.58%
COM
SGOL
0.53%
SHS
ASG
0.47%
COM
SCHE
0.44%
EMRG MKTEQ ETF
CET
0.44%
COM
SCHD
0.44%
US DIVIDEND EQ
IWF
0.37%
RUS 1000 GRW ETF
GRX
0.36%
SHS
IIF
0.31%
COM
BIF
0.3%
COM
KRE
0.29%
S&P REGL BKG
SCHF
0.26%
INTL EQTY ETF
RGT
0.24%
COM
OEF
0.23%
S&P 100 ETF
AMERICAN...
0.23%
COM
IVW
0.21%
S&P 500 GRWT ETF
EMF
0.21%
COM
RMT
0.21%
COM
SPDR GOL...
0.2%
COM
FEU
0.18%
STOXX EUR 50 ETF
JEQ
0.18%
COM
IWD
0.18%
RUS 1000 VAL ETF
CUBA
0.18%
COM
SCHC
0.16%
INTL SCEQT ETF
BDJ
0.16%
COM
EEA
0.14%
COM
DGRW
0.14%
US DIVD GRT FD
EEM
0.14%
MSCI EMG MKT ETF
PUTW
0.13%
CBOE S&P 500
ETY
0.13%
COM
DON
0.12%
MIDCAP DIVI FD
XLV
0.12%
SBI HEALTHCARE
HON
0.11%
COM
LOR
0.1%
COM
CH
0.1%
COM
XLI
0.09%
SBI INT-INDS
PKW
0.09%
DYNA BUYBK ACH
GDV
0.09%
COM
TDIV
0.08%
NASD TECH DIV
FUND
0.08%
COM
SCHK
0.07%
1000 INDEX ETF
TIP
0.07%
TIPS BD ETF
BCX
0.07%
SHS
SOR
0.07%
COM
LARE
0.06%
TIERRA XP LATIN
XLK
0.06%
TECHNOLOGY
EXG
0.06%
COM
SCHH
0.05%
US REIT ETF
TDF
0.05%
COM
MMM
0.05%
COM
VIG
0.05%
DIV APP ETF
PPR
0.05%
SH BEN INT
IAU
0.05%
ISHARES
DWX
0.05%
S&P INTL ETF
SIVR
0.05%
SILVER SHS
BOE
0.04%
COM
ASA
0.04%
SHS
SPLV
0.04%
S&P500 LOW VOL
SKYY
0.04%
ISE CLOUD COMP
XLP
0.04%
SBI CONS STPLS
SOXX
0.04%
PHLX SEMICND ETF
CEW
0.04%
DRYFS CURR ETF
JRI
0.04%
COM
XLF
0.04%
SBI INT-FINL
FNDA
0.04%
SCHWAB FDT US SC
EWZ
0.04%
MSCI BRZ CAP ETF
XLB
0.04%
SBI MATERIALS
THQ
0.03%
SHS
SLV
0.03%
ISHARES
EDIV
0.03%
S&P EM MKT DIV
IRL
0.03%
COM
NHF
0.03%
COM NEW
TBF
0.03%
SHRT 20+YR TRE
PEO
0.03%
COM
PIN
0.03%
INDIA PORT
SCHO
0.03%
SHT TM US TRES
IYT
0.03%
TRANS AVG ETF
DXJ
0.03%
JAPN HEDGE EQT
EOD
0.03%
COM
EWJ
0.03%
MSCI JAPAN ETF
RIF
0.03%
COM
VV
0.02%
LARGE CAP ETF
SCHP
0.02%
US TIPS ETF
IBUY
0.02%
ONLIN RETL ETF
EWH
0.02%
MSCI HONG KG ETF
FEZ
0.02%
EURO STOXX 50
GABELLI ...
0.02%
COM
NY
0.02%
CALL
CNCR
0.02%
LONCAR CANCER
AVK
0.02%
COM
EQS
0.02%
COM
KNOW
0.02%
ALL CP INSIDER
CAF
0.02%
COM
QQQE
0.02%
NAS100 EQL WGT
IFN
0.02%
COM
FNG
0.02%
NEW TECH MEDIA
MOO
0.01%
AGRIBUS ETF
HACK
0.01%
ISE CYBER SEC
DEX
0.01%
COM
BGR
0.01%
COM
ACWI
0.01%
MSCI ACWI ETF
ILF
0.01%
LATN AMER 40 ETF
IWS
0.01%
RUS MDCP VAL ETF
SPY
0.01%
CALL
VGK
0.01%
FTSE EUROPE ETF
CEF
0.01%
CL A
FNDC
0.01%
SCHWB FDT INT SC
EOI
0.01%
COM
PRNT
0.01%
3D PRINTING ETF
AAL
0.01%
COM
JOF
0.01%
COM
BLOK
0.01%
BLOCKCHAIN LDR
GYRO
0.01%
COM
EUO
0.01%
ULTRASHRT EURO
PCF
0.01%
SHS BEN INT
MXE
0.01%
COM
LIT
0.01%
GLOBAL X LITHIUM
CQQQ
0.01%
GUGG CHN TECH
HEDJ
0.01%
EUROPE HEDGED EQ
DTD
0.01%
TOTAL DIVID FD
AGD
0.01%
COM
PALL
0.01%
SH BEN INT
BGY
0.01%
COM BENE INTER
HYS
< 0.01%
0-5 HIGH YIELD
CSD
< 0.01%
GUGG SPINOFF ETF
FNDF
< 0.01%
SCHWB FDT INT LG
XLY
< 0.01%
SBI CONS DISCR
BLCN
< 0.01%
NSD NXGN ECO ETF
ACWX
< 0.01%
MSCI ACWI US ETF
LMP CAPI...
< 0.01%
COM
VWO
< 0.01%
FTSE EMR MKT ETF
BOTZ
< 0.01%
RBTCS ARTFL IN
GLTR
< 0.01%
PHYS PM BSKT
GXC
< 0.01%
S&P CHINA ETF
RFG
< 0.01%
GUG S&P MC400 PG
EZA
< 0.01%
MSCI STH AFR ETF
EWX
< 0.01%
S&P EMKTSC ETF
EFG
< 0.01%
EAFE GRWTH ETF
EEB
< 0.01%
GUGG BRIC ETF
BJK
< 0.01%
GAMING ETF
PPLT
< 0.01%
SH BEN INT
SLVO
< 0.01%
SLVRFLO ETN LK
TWN
< 0.01%
COM
EWC
< 0.01%
MSCI CDA ETF
SH
< 0.01%
PSHS SHRT S&P500
LGI
< 0.01%
COM
PHYS
< 0.01%
UNIT
JPS
< 0.01%
COM
GSVC
< 0.01%
COM
FXBY
< 0.01%
IYE
< 0.01%
U.S. ENERGY ETF
BATT
< 0.01%
ADVANCED BATTERY
VNM
< 0.01%
VIETNAM ETF
FRN
< 0.01%
GUGG FRNTR MKT
CHN
< 0.01%
COM
PSLV
< 0.01%
TR UNIT
INP
< 0.01%
IPMS INDIA ETN
IGE
< 0.01%
NA NAT RES
RYT
< 0.01%
GUG S&P500EQWTTE
RZG
< 0.01%
GUG S&P SC600 PG
IDLV
< 0.01%
INTL DEV LOWVL
AIQ
< 0.01%
FUTR ANALY ETF
MNA
< 0.01%
IQ MRGR ARB ETF
GSG
< 0.01%
UNIT BEN INT
DDD
< 0.01%
COM NEW
PRF
< 0.01%
FTSE RAFI 1000
XONE
< 0.01%
COM
APF
< 0.01%
COM
EFV
< 0.01%
EAFE VALUE ETF
SPY
< 0.01%
PUT
QQQX
< 0.01%
COM
SVVC
< 0.01%
COM
MVC
< 0.01%
COM
FNDB
< 0.01%
SCHWAB FDT US BM
DIAX
0.08%
SHS
MSF
0.05%
COM
AKP
0.02%
COM
GPM
0.02%
COM
QQQ
0.02%
CALL
THW
0.02%
SHS
QQQ
0.01%
PUT
HEQ
0.01%
COM
CII
0.01%
COM
BCV
0.01%
COM
PGX
< 0.01%
AGG PFD PORT
FNDX
< 0.01%
SCHWAB FDT US LG
SWZ
< 0.01%
COM
HQH
< 0.01%
SH BEN INT
FB
< 0.01%
CALL
ENY
< 0.01%
GUGG CA ENRG INC
EWM
< 0.01%
MSCI MALAYSI ETF
SPHB
< 0.01%
S&P500 HGH BET
VHC
< 0.01%
CALL
MO
< 0.01%
CALL
AIG
< 0.01%
CALL
APB
< 0.01%
COM
WY
< 0.01%
CALL