Blue Bell Private Wealth Management, LLC New Holdings in Q3 2025

Blue Bell Private Wealth Management, LLC

  • $626 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
89.5K
New
$13.74 - $14.62 $1.23M - $1.31M
89.5K $1.29M
CASY
Caseys General Stores Inc

Consumer Cyclical
987
New
$494.52 - $565.32 $488K - $558K
987 $557K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
46.9K
New
$7.72 - $8.46 $362K - $397K
46.9K $364K
ESEA
Euroseas Ltd.

Industrials
3.43K
New
$45.6 - $65.06 $156K - $223K
3.43K $201K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
1.52K
New
$23.8 - $25.39 $36.2K - $38.6K
1.52K $38K
PRIM
Primoris Services Corp

Industrials
271
New
$79.61 - $137.33 $21.6K - $37.2K
271 $37K
NTLA
Intellia Therapeutics, Inc.

Healthcare
1.76K
New
$9.88 - $17.76 $17.4K - $31.2K
1.76K $30K
MID
American Centy ETF Tr Mid Cap

Technology
300
New
$65.06 - $68.52 $19.5K - $20.6K
300 $19K
KGC
Kinross Gold Corp

Basic Materials
764
New
$15.19 - $24.85 $11.6K - $19K
764 $18K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
1.44K
New
$10.53 - $12.27 $15.2K - $17.7K
1.44K $17K
CAF
Morgan Stanley China A Share Fund, Inc.

Financial Services
1K
New
$13.78 - $16.65 $13.8K - $16.7K
1K $16K
VTSI
Vir Tra, Inc

Industrials
2.53K
New
$5.23 - $7.3 $13.2K - $18.4K
2.53K $13K
HST
Host Hotels & Resorts, Inc.

Real Estate
689
New
$15.27 - $17.68 $10.5K - $12.2K
689 $11K
ATI
Allegheny Technologies Inc

Industrials
133
New
$71.34 - $95.52 $9.49K - $12.7K
133 $10K
COMM
Comm Scope Holding Company, Inc.

Technology
675
New
$7.29 - $16.99 $4.92K - $11.5K
675 $10K
TTMI
Ttm Technologies Inc

Technology
167
New
$40.06 - $57.75 $6.69K - $9.64K
167 $9K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
1.32K
New
$5.54 - $8.76 $7.32K - $11.6K
1.32K $9K
FINV
Fin Volution Group

Financial Services
1.25K
New
$7.37 - $10.6 $9.2K - $13.2K
1.25K $9K
BME
Black Rock Health Sciences Trust

Financial Services
200
New
$35.17 - $37.31 $7.03K - $7.46K
200 $7K
CDE
Coeur Mining, Inc.

Basic Materials
420
New
$8.68 - $18.76 $3.65K - $7.88K
420 $7K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
856
New
$3.74 - $8.87 $3.2K - $7.59K
856 $7K
RFM
River North Flexible Municipal Income Fund, Inc.

N/A
500
New
$13.68 - $14.45 $6.84K - $7.23K
500 $7K
WLDN
Willdan Group, Inc.

Industrials
52
New
$63.73 - $120.35 $3.31K - $6.26K
52 $5K
THC
Tenet Healthcare Corp

Healthcare
16
New
$148.38 - $203.04 $2.37K - $3.25K
16 $3K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
35
New
$49.36 - $75.85 $1.73K - $2.65K
35 $2K
NGG
National Grid PLC

Utilities
35
New
$67.98 - $74.38 $2.38K - $2.6K
35 $2K
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
300
New
$4.41 - $4.71 $1.32K - $1.41K
300 $1K
Bitcoin Depot Inc Com
3.38K
New
N/A
3.38K $0
Trueshares Structured Outcome (February) ETF
1K
New
N/A
1K $0
Innovator Equity Defined Protection ETF 1 Yr August
200
New
N/A
200 $0
Allianzim U.S. Large Cap Buffer10 Sep ETF
400
New
N/A
400 $0
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
0
New
$41.19 - $43.7 $0 - $0
0 $0
Sezzle Inc Com
121
New
N/A
121 $0
CALM
Cal Maine Foods Inc

Consumer Defensive
4
New
$94.1 - $119.16 $376 - $477
4 $0
Calamos Russell 2000 Structured Alt Protection ETF October
100
New
N/A
100 $0
Dave Inc Class A Com New
33
New
N/A
33 $0
Oddity Tech LTD Shs Cl A
189
New
N/A
189 $0
Nebius Group N.V. Shs Class A
549
New
N/A
549 $0
Ft Vest U.S. Equity Buffer & Premium Income ETF September
3
New
N/A
3 $0
Lucid Group Inc Com New
33
New
N/A
33 $0
Trueshares Structured Outcome (December) ETF
1.2K
New
N/A
1.2K $0
Activity Summary
Buys All Purchases 250 New Holdings 42 Increased Positions 208 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 1 Puts 1
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email