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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 Period2018-09-30

Total Holdings228

Total Value ($x1000)233,405
Activities
New14

Increased39

Unchanged105

Decreased70

Sold Out11

Top 10 Stock Holdingstotal 71.4%
SPY18.52

GAM10.6

ADX8.81

SCHX8.29

TY6.9

 
SCHB5.82

USA3.93

RSP3.43

RVT2.56

2.54

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
18.52%
TR UNIT
GAM
10.6%
COM
ADX
8.81%
COM
SCHX
8.29%
US LRG CAP ETF
TY
6.9%
COM
SCHB
5.82%
US BRD MKT ETF
USA
3.93%
SH BEN INT
RSP
3.43%
GUG S&P500 EQ WT
RVT
2.56%
COM
SPDR DOW...
2.54%
COM
DIVIDEND...
2.42%
COM
IWM
2.03%
RUSSELL 2000 ETF
SPE
1.66%
COM
SCHA
1.51%
US SML CAP ETF
SCHV
1.3%
US LCAP VA ETF
SCHM
1.16%
US MID-CAP ETF
IVV
1.11%
CORE S&P500 ETF
SPE/PB
0.95%
PFD CONV SE B
AOD
0.87%
COM SBI
INVESCO ...
0.64%
COM
VOO
0.62%
S&P 500 ETF SH
GGZ
0.57%
COM
AMERICAN...
0.54%
COM
SCHG
0.54%
US LCAP GR ETF
GPM
0.52%
COM
SGOL
0.52%
SHS
ALLIANZG...
0.46%
COM
GRX
0.44%
SHS
VTI
0.43%
TOTAL STK MKT
SCHE
0.41%
EMRG MKTEQ ETF
SCHD
0.39%
US DIVIDEND EQ
IWF
0.38%
RUS 1000 GRW ETF
IIF
0.38%
COM
CET
0.37%
COM
SCHF
0.36%
INTL EQTY ETF
KRE
0.31%
S&P REGL BKG
DIAX
0.26%
SHS
RMT
0.23%
COM
SCHC
0.23%
INTL SCEQT ETF
OEF
0.22%
S&P 100 ETF
RGT
0.22%
COM
DEX
0.21%
COM
EMF
0.21%
COM
FEU
0.21%
STOXX EUR 50 ETF
SPDR GOL...
0.21%
COM
IVW
0.2%
S&P 500 GRWT ETF
MSF
0.19%
COM
CUBA
0.19%
COM
IWD
0.18%
RUS 1000 VAL ETF
JEQ
0.18%
COM
BIF
0.18%
COM
PUTW
0.17%
CBOE S&P 500
DGRW
0.17%
US DIVD GRT FD
EEA
0.15%
COM
EEM
0.14%
MSCI EMG MKT ETF
FUND
0.13%
COM
XLV
0.12%
SBI HEALTHCARE
DON
0.11%
MIDCAP DIVI FD
CH
0.11%
COM
THQ
0.11%
SHS
HON
0.11%
COM
SOR
0.1%
COM
SCHK
0.09%
1000 INDEX ETF
XLI
0.09%
SBI INT-INDS
PKW
0.09%
DYNA BUYBK ACH
TDF
0.08%
COM
TDIV
0.08%
NASD TECH DIV
ACWI
0.07%
MSCI ACWI ETF
TBF
0.07%
SHRT 20+YR TRE
BCX
0.07%
SHS
NHF
0.07%
COM NEW
LGI
0.07%
COM
BDJ
0.07%
COM
GDV
0.07%
COM
DWX
0.07%
S&P INTL ETF
TIP
0.06%
TIPS BD ETF
XLK
0.06%
TECHNOLOGY
PPR
0.05%
SH BEN INT
IFN
0.05%
COM
SCHP
0.05%
US TIPS ETF
VT
0.05%
TT WRLD ST ETF
IRL
0.05%
COM
NY
0.05%
CALL
MMM
0.05%
COM
SIVR
0.05%
SILVER SHS
IAU
0.05%
ISHARES
VIG
0.05%
DIV APP ETF
EWJ
0.04%
MSCI JAPAN ETF
LARE
0.04%
TIERRA XP LATIN
JRI
0.04%
COM
SCHH
0.04%
US REIT ETF
XLF
0.04%
SBI INT-FINL
CEW
0.04%
DRYFS CURR ETF
XLP
0.04%
SBI CONS STPLS
SPLV
0.04%
S&P500 LOW VOL
RIF
0.04%
COM
DXJ
0.04%
JAPN HEDGE EQT
SOXX
0.04%
PHLX SEMICND ETF
ASA
0.03%
SHS
XLB
0.03%
SBI MATERIALS
LMP CAPI...
0.03%
COM
EWZ
0.03%
MSCI BRZ CAP ETF
SPY
0.03%
CALL
SKYY
0.03%
ISE CLOUD COMP
EUO
0.03%
ULTRASHRT EURO
PIN
0.03%
INDIA PORT
IYT
0.03%
TRANS AVG ETF
SLV
0.03%
ISHARES
JOF
0.03%
COM
ASG
0.03%
COM
QQQ
0.02%
CALL
PEO
0.02%
COM
VV
0.02%
LARGE CAP ETF
KNOW
0.02%
ALL CP INSIDER
IBUY
0.02%
ONLIN RETL ETF
LDF
0.02%
COM
AAL
0.02%
COM
CNCR
0.02%
LONCAR CANCER
BCV
0.02%
COM
FNDC
0.02%
SCHWB FDT INT SC
FEZ
0.02%
EURO STOXX 50
HYS
0.02%
0-5 HIGH YIELD
GABELLI ...
0.02%
COM
MOO
0.02%
AGRIBUS ETF
AVK
0.02%
COM
EDIV
0.02%
S&P EM MKT DIV
EWH
0.02%
MSCI HONG KG ETF
EQS
0.02%
COM
CAF
0.01%
COM
FNG
0.01%
NEW TECH MEDIA
HACK
0.01%
ISE CYBER SEC
WIW
0.01%
COM
APF
0.01%
COM
FFA
0.01%
COM
IWS
0.01%
RUS MDCP VAL ETF
PGX
0.01%
AGG PFD PORT
ILF
0.01%
LATN AMER 40 ETF
QQQE
0.01%
NAS100 EQL WGT
PRNT
0.01%
3D PRINTING ETF
XLE
0.01%
SBI INT-ENERGY
VGK
0.01%
FTSE EUROPE ETF
FNDX
0.01%
SCHWAB FDT US LG
BLOK
0.01%
BLOCKCHAIN LDR
FNDF
0.01%
SCHWB FDT INT LG
CEF
0.01%
CL A
GYRO
0.01%
COM
FNDA
0.01%
SCHWAB FDT US SC
AIG/WS
0.01%
*W EXP 01/19/202
MXE
0.01%
COM
LIT
0.01%
GLOBAL X LITHIUM
PCF
0.01%
SHS BEN INT
SCHO
0.01%
SHT TM US TRES
PFF
0.01%
U.S. PFD STK ETF
EWC
0.01%
MSCI CDA ETF
IYE
0.01%
U.S. ENERGY ETF
HEDJ
0.01%
EUROPE HEDGED EQ
DTD
0.01%
TOTAL DIVID FD
CQQQ
0.01%
GUGG CHN TECH
IHD
0.01%
COM
PALL
0.01%
SH BEN INT
CHN
0.01%
COM
CSD
< 0.01%
GUGG SPINOFF ETF
SLVO
< 0.01%
SLVRFLO ETN LK
GLO
< 0.01%
SH BEN INT
AGD
< 0.01%
COM
ACWX
< 0.01%
MSCI ACWI US ETF
XLY
< 0.01%
SBI CONS DISCR
RFG
< 0.01%
GUG S&P MC400 PG
BOTZ
< 0.01%
RBTCS ARTFL IN
BGY
< 0.01%
COM BENE INTER
BLCN
< 0.01%
NSD NXGN ECO ETF
EZA
< 0.01%
MSCI STH AFR ETF
BJK
< 0.01%
GAMING ETF
VWO
< 0.01%
FTSE EMR MKT ETF
EUFX
< 0.01%
PROSHS SHT EUR
EFG
< 0.01%
EAFE GRWTH ETF
FB
< 0.01%
CALL
AIQ
< 0.01%
FUTR ANALY ETF
EWX
< 0.01%
S&P EMKTSC ETF
GXC
< 0.01%
S&P CHINA ETF
PPLT
< 0.01%
SH BEN INT
EEB
< 0.01%
GUGG BRIC ETF
SWZ
< 0.01%
COM
GLTR
< 0.01%
PHYS PM BSKT
TWN
< 0.01%
COM
PHYS
< 0.01%
UNIT
APB
< 0.01%
COM
SH
< 0.01%
PSHS SHRT S&P500
IGE
< 0.01%
NA NAT RES
ZOES
< 0.01%
COM
BATT
< 0.01%
ADVANCED BATTERY
IYR
< 0.01%
U.S. REAL ES ETF
GSVC
< 0.01%
COM
FOXBY CO...
< 0.01%
COM
JPS
< 0.01%
COM
VCSH
< 0.01%
SHRT TRM CORP BD
INP
< 0.01%
IPMS INDIA ETN
BGR
< 0.01%
COM
VNM
< 0.01%
VIETNAM ETF
PSLV
< 0.01%
TR UNIT
QQQ
< 0.01%
PUT
FRN
< 0.01%
GUGG FRNTR MKT
SPY
< 0.01%
PUT
GSG
< 0.01%
UNIT BEN INT
RZG
< 0.01%
GUG S&P SC600 PG
PFE
< 0.01%
CALL
ENY
< 0.01%
GUGG CA ENRG INC
IDLV
< 0.01%
INTL DEV LOWVL
CII
< 0.01%
COM
DDD
< 0.01%
COM NEW
MNA
< 0.01%
IQ MRGR ARB ETF
RYT
< 0.01%
GUG S&P500EQWTTE
EWM
< 0.01%
MSCI MALAYSI ETF
PRF
< 0.01%
FTSE RAFI 1000
BOE
< 0.01%
COM
KO
< 0.01%
CALL
XONE
< 0.01%
COM
EFV
< 0.01%
EAFE VALUE ETF
SPHB
< 0.01%
S&P500 HGH BET
MO
< 0.01%
CALL
WY
< 0.01%
CALL
VHC
< 0.01%
CALL
OAS
< 0.01%
CALL
AIG
< 0.01%
CALL
QQQX
< 0.01%
COM
SVVC
< 0.01%
COM
FNDB
< 0.01%
SCHWAB FDT US BM
MVC
< 0.01%
COM
MADISONC...
0.01%
COM
GLQ
0.01%
COM
CLOUGH G...
0.01%
COM
ETJ
0.01%
COM
AGC
0.01%
COM
PHT
0.01%
COM
CSX
< 0.01%
CALL
NY
< 0.01%
PUT
EFA
< 0.01%
MSCI EAFE ETF
PSX
< 0.01%
CALL
DIA
< 0.01%
CALL