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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 Period2018-12-31

Total Holdings217

Total Value ($x1000)189,929
Activities
New6

Increased46

Unchanged87

Decreased78

Sold Out17

Top 10 Stock Holdingstotal 70.92%
SPY19.88

GAM10.43

SCHX8.58

ADX7.68

TY7.18

 
SCHB5.35

USA3.68

RSP2.94

2.67

RVT2.53

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
19.88%
TR UNIT
GAM
10.43%
COM
SCHX
8.58%
US LRG CAP ETF
ADX
7.68%
COM
TY
7.18%
COM
SCHB
5.35%
US BRD MKT ETF
USA
3.68%
SH BEN INT
RSP
2.94%
GUG S&P500 EQ WT
SPDR DOW...
2.67%
COM
RVT
2.53%
COM
DIVIDEND...
2.4%
COM
IWM
1.69%
RUSSELL 2000 ETF
SPE
1.62%
COM
SCHA
1.45%
US SML CAP ETF
SCHV
1.39%
US LCAP VA ETF
IVV
1.37%
CORE S&P500 ETF
SCHM
1.26%
US MID-CAP ETF
SPE/PB
1.14%
PFD CONV SE B
VTI
1.01%
TOTAL STK MKT
AOD
0.99%
COM SBI
SGOL
0.64%
SHS
ALLIANZG...
0.64%
COM
SCHG
0.63%
US LCAP GR ETF
INVESCO ...
0.62%
COM
VOO
0.61%
S&P 500 ETF SH
GGZ
0.59%
COM
ASG
0.51%
COM
SCHE
0.45%
EMRG MKTEQ ETF
SCHD
0.45%
US DIVIDEND EQ
IWF
0.39%
RUS 1000 GRW ETF
CET
0.38%
COM
GRX
0.36%
SHS
IIF
0.34%
COM
BIF
0.31%
COM
KRE
0.3%
S&P REGL BKG
AMERICAN...
0.29%
COM
SPDR GOL...
0.27%
COM
SCHF
0.25%
INTL EQTY ETF
RGT
0.24%
COM
RMT
0.23%
COM
OEF
0.23%
S&P 100 ETF
EMF
0.22%
COM
IVW
0.21%
S&P 500 GRWT ETF
FEU
0.19%
STOXX EUR 50 ETF
IWD
0.19%
RUS 1000 VAL ETF
BDJ
0.18%
COM
CUBA
0.17%
COM
JEQ
0.17%
COM
SCHC
0.16%
INTL SCEQT ETF
PUTW
0.16%
CBOE S&P 500
LOR
0.16%
COM
EEM
0.16%
MSCI EMG MKT ETF
DGRW
0.14%
US DIVD GRT FD
EEA
0.14%
COM
XLV
0.13%
SBI HEALTHCARE
DON
0.12%
MIDCAP DIVI FD
FUND
0.11%
COM
HON
0.1%
COM
CH
0.1%
COM
XLI
0.09%
SBI INT-INDS
PKW
0.09%
DYNA BUYBK ACH
TDIV
0.09%
NASD TECH DIV
EOD
0.09%
COM
GDV
0.08%
COM
DIAX
0.08%
SHS
SOR
0.08%
COM
TIP
0.07%
TIPS BD ETF
SCHK
0.07%
1000 INDEX ETF
BCX
0.06%
SHS
TDF
0.06%
COM
XLK
0.06%
TECHNOLOGY
PPR
0.06%
SH BEN INT
SIVR
0.06%
SILVER SHS
IAU
0.05%
ISHARES
MMM
0.05%
COM
SCHH
0.05%
US REIT ETF
SLV
0.05%
ISHARES
MSF
0.05%
COM
VIG
0.05%
DIV APP ETF
DWX
0.05%
S&P INTL ETF
CEW
0.05%
DRYFS CURR ETF
NHF
0.05%
COM NEW
ASA
0.05%
SHS
IRL
0.05%
COM
TBF
0.04%
SHRT 20+YR TRE
BOE
0.04%
COM
XLP
0.04%
SBI CONS STPLS
EWZ
0.04%
MSCI BRZ CAP ETF
FNDA
0.04%
SCHWAB FDT US SC
SPLV
0.04%
S&P500 LOW VOL
LARE
0.04%
TIERRA XP LATIN
EWJ
0.04%
MSCI JAPAN ETF
XLF
0.04%
SBI INT-FINL
THQ
0.04%
SHS
JRI
0.04%
COM
XLB
0.04%
SBI MATERIALS
SOXX
0.04%
PHLX SEMICND ETF
EUO
0.03%
ULTRASHRT EURO
SKYY
0.03%
ISE CLOUD COMP
EDIV
0.03%
S&P EM MKT DIV
IFN
0.03%
COM
PIN
0.03%
INDIA PORT
PEO
0.03%
COM
DXJ
0.03%
JAPN HEDGE EQT
IYT
0.03%
TRANS AVG ETF
SCHP
0.03%
US TIPS ETF
VV
0.02%
LARGE CAP ETF
RIF
0.02%
COM
FEZ
0.02%
EURO STOXX 50
IBUY
0.02%
ONLIN RETL ETF
EQS
0.02%
COM
CNCR
0.02%
LONCAR CANCER
EWH
0.02%
MSCI HONG KG ETF
AVK
0.02%
COM
GABELLI ...
0.02%
COM
KNOW
0.02%
ALL CP INSIDER
AKP
0.02%
COM
GPM
0.02%
COM
QQQ
0.02%
CALL
MOO
0.02%
AGRIBUS ETF
CAF
0.02%
COM
THW
0.02%
SHS
SPY
0.01%
CALL
FNDC
0.01%
SCHWB FDT INT SC
QQQE
0.01%
NAS100 EQL WGT
HACK
0.01%
ISE CYBER SEC
APF
0.01%
COM
DEX
0.01%
COM
NY
0.01%
CALL
ILF
0.01%
LATN AMER 40 ETF
BGR
0.01%
COM
FNG
0.01%
NEW TECH MEDIA
ACWI
0.01%
MSCI ACWI ETF
QQQ
0.01%
PUT
IWS
0.01%
RUS MDCP VAL ETF
HEQ
0.01%
COM
CEF
0.01%
CL A
VGK
0.01%
FTSE EUROPE ETF
AAL
0.01%
COM
JOF
0.01%
COM
PRNT
0.01%
3D PRINTING ETF
FNDF
0.01%
SCHWB FDT INT LG
GYRO
0.01%
COM
LMP CAPI...
0.01%
COM
BLOK
0.01%
BLOCKCHAIN LDR
PCF
0.01%
SHS BEN INT
CII
0.01%
COM
MXE
0.01%
COM
LGI
0.01%
COM
SPY
0.01%
PUT
SCHO
0.01%
SHT TM US TRES
LIT
0.01%
GLOBAL X LITHIUM
SLVO
0.01%
SLVRFLO ETN LK
HYS
0.01%
0-5 HIGH YIELD
CQQQ
0.01%
GUGG CHN TECH
DTD
0.01%
TOTAL DIVID FD
HEDJ
0.01%
EUROPE HEDGED EQ
BCV
0.01%
COM
PALL
0.01%
SH BEN INT
AGD
0.01%
COM
PGX
< 0.01%
AGG PFD PORT
FNDX
< 0.01%
SCHWAB FDT US LG
BLCN
< 0.01%
NSD NXGN ECO ETF
VWO
< 0.01%
FTSE EMR MKT ETF
XLY
< 0.01%
SBI CONS DISCR
CSD
< 0.01%
GUGG SPINOFF ETF
ACWX
< 0.01%
MSCI ACWI US ETF
GLTR
< 0.01%
PHYS PM BSKT
EZA
< 0.01%
MSCI STH AFR ETF
SWZ
< 0.01%
COM
BOTZ
< 0.01%
RBTCS ARTFL IN
EWX
< 0.01%
S&P EMKTSC ETF
SH
< 0.01%
PSHS SHRT S&P500
EFG
< 0.01%
EAFE GRWTH ETF
PPLT
< 0.01%
SH BEN INT
BJK
< 0.01%
GAMING ETF
GXC
< 0.01%
S&P CHINA ETF
RFG
< 0.01%
GUG S&P MC400 PG
PHYS
< 0.01%
UNIT
EEB
< 0.01%
GUGG BRIC ETF
HQH
< 0.01%
SH BEN INT
IYE
< 0.01%
U.S. ENERGY ETF
TWN
< 0.01%
COM
EWC
< 0.01%
MSCI CDA ETF
FXBY
< 0.01%
INP
< 0.01%
IPMS INDIA ETN
VNM
< 0.01%
VIETNAM ETF
JPS
< 0.01%
COM
GSVC
< 0.01%
COM
PSLV
< 0.01%
TR UNIT
FB
< 0.01%
CALL
IGE
< 0.01%
NA NAT RES
RYT
< 0.01%
GUG S&P500EQWTTE
CHN
< 0.01%
COM
IDLV
< 0.01%
INTL DEV LOWVL
GSG
< 0.01%
UNIT BEN INT
AIQ
< 0.01%
FUTR ANALY ETF
BATT
< 0.01%
ADVANCED BATTERY
MNA
< 0.01%
IQ MRGR ARB ETF
FRN
< 0.01%
GUGG FRNTR MKT
DDD
< 0.01%
COM NEW
ENY
< 0.01%
GUGG CA ENRG INC
RZG
< 0.01%
GUG S&P SC600 PG
PRF
< 0.01%
FTSE RAFI 1000
XONE
< 0.01%
COM
EWM
< 0.01%
MSCI MALAYSI ETF
SPHB
< 0.01%
S&P500 HGH BET
EFV
< 0.01%
EAFE VALUE ETF
FNDB
< 0.01%
SCHWAB FDT US BM
WY
< 0.01%
CALL
QQQX
< 0.01%
COM
VHC
< 0.01%
CALL
AIG
< 0.01%
CALL
SVVC
< 0.01%
COM
MVC
< 0.01%
COM
APB
< 0.01%
COM
MO
< 0.01%
CALL
VT
0.05%
TT WRLD ST ETF
LDF
0.02%
COM
WIW
0.01%
COM
FFA
0.01%
COM
XLE
0.01%
SBI INT-ENERGY
AIG/WS
0.01%
*W EXP 01/19/202
PFF
0.01%
U.S. PFD STK ETF
IHD
0.01%
COM
GLO
< 0.01%
SH BEN INT
BGY
< 0.01%
COM BENE INTER
EUFX
< 0.01%
PROSHS SHT EUR
VCSH
< 0.01%
SHRT TRM CORP BD
ZOES
< 0.01%
COM
IYR
< 0.01%
U.S. REAL ES ETF
PFE
< 0.01%
CALL
KO
< 0.01%
CALL
OAS
< 0.01%
CALL