Blue Bell Private Wealth Management, LLC Reduced Holdings in Q4 2024

Blue Bell Private Wealth Management, LLC

  • $500 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
-7
- 1.43%
$271.57 - $301.89 $1.9K - $2.11K
481 $132K
TTEK
Tetra Tech Inc

Industrials
-100
- 16.95%
$39.8 - $50.52 $3.98K - $5.05K
490 $19K
STX
Seagate Technology Holdings PLC

Technology
-26
- 11.5%
$86.31 - $112.64 $2.24K - $2.93K
200 $17K
CMU
Mfs High Yield Municipal Trust

Financial Services
-300
- 0.89%
$3.47 - $3.69 $1.04K - $1.11K
33.5K $117K
BPOP
Popular, Inc.

Financial Services
-66
- 45.52%
$88.46 - $102.59 $5.84K - $6.77K
79 $7K
PAYX
Paychex Inc

Industrials
-46
- 37.4%
$135.86 - $148.73 $6.25K - $6.84K
77 $10K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-72
- 13.82%
$89.01 - $96.24 $6.41K - $6.93K
449 $40K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-283
- 5.47%
$38.01 - $39.08 $10.8K - $11.1K
4.89K $191K
PEG
Public Service Enterprise Group Inc

Utilities
-31
- 4.27%
$81.87 - $94.51 $2.54K - $2.93K
695 $58K
RCG
Renn Fund, Inc.

Financial Services
-2.33K
- 95.49%
$2.04 - $2.77 $4.75K - $6.45K
110 $0
PRU
Prudential Financial Inc

Financial Services
-33
- 8.57%
$114.59 - $129.52 $3.78K - $4.27K
352 $41K
D
Dominion Energy, Inc

Utilities
-47
- 7.44%
$52.63 - $60.92 $2.47K - $2.86K
585 $31K
UAA
Under Armour, Inc.

Consumer Cyclical
-400
- 66.67%
$8.21 - $11.13 $3.28K - $4.45K
200 $1K
EBAY
Ebay Inc

Consumer Cyclical
-36
- 8.63%
$57.51 - $67.17 $2.07K - $2.42K
381 $23K
BMY
Bristol Myers Squibb CO

Healthcare
-107
- 16.93%
$51.92 - $59.94 $5.56K - $6.41K
525 $29K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-460
- 1.75%
$37.81 - $38.94 $17.4K - $17.9K
25.8K $995K
PSMD
Pacer Fds Tr Swan Sos Moderate

ETFs
-117
- 8.29%
$28.43 - $29.2 $3.33K - $3.42K
1.29K $37K
CVX
Chevron Corp

Energy
-18
- 36.73%
$141.15 - $162.53 $2.54K - $2.93K
31 $4K
ETN
Eaton Corp PLC

Industrials
-11
- 2.96%
$326.96 - $377.52 $3.6K - $4.15K
360 $119K
VRSK
Verisk Analytics, Inc.

Industrials
-6
- 26.09%
$262.86 - $294.75 $1.58K - $1.77K
17 $4K
GILD
Gilead Sciences, Inc.

Healthcare
-33
- 18.23%
$83.95 - $97.9 $2.77K - $3.23K
148 $13K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-40
- 1.98%
$47.66 - $51.97 $1.91K - $2.08K
1.98K $96K
DELL
Dell Technologies Inc.

Technology
-3
- 2.03%
$111.96 - $144.21 $336 - $433
145 $16K
GLW
Corning Inc

Technology
-64
- 6.77%
$44.11 - $49.76 $2.82K - $3.18K
882 $41K
PNR
Pentair PLC

Industrials
-11
- 8.87%
$95.0 - $109.21 $1.05K - $1.2K
113 $11K
ABNB
Airbnb, Inc.

Consumer Cyclical
-10
- 50.0%
$125.36 - $147.37 $1.25K - $1.47K
10 $1K
FJAN
First Exc Trd Viii Cboe Vest U
-1.17K
- 9.95%
N/A
10.6K $0
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
-12
- 0.17%
N/A
6.97K $0
Allianzim U.S. Large Cap Buffer10 May ETF
-11
- 0.16%
N/A
7.05K $0
Allianzim U.S. Large Cap Buffer10 Jun ETF
-9
- 0.26%
N/A
3.43K $0
Allianzim U.S. Large Cap Buffer10 Feb ETF
-91
- 1.76%
N/A
5.07K $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
-2.43K
- 18.64%
N/A
10.6K $0
AZAO
Aim ETF Prods Trallianzim U S

ETFs
-171
- 0.41%
N/A
41.3K $0
Allianzim U.S. Large Cap Buffer10 Dec ETF
-60
- 5.45%
N/A
1.04K $0
Allianzim U.S. Large Cap Buffer20 Feb ETF
-177
- 6.12%
N/A
2.72K $0
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
-27
- 0.54%
N/A
4.98K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-2.38K
- 10.17%
N/A
21K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-916
- 0.78%
N/A
116K $0
PSFM
Pacer Fds Tr Swan Sos Flex Apr
-3.94K
- 4.77%
N/A
78.6K $0
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-30
- 10.0%
$24.76 - $27.53 $743 - $826
270 $7K
Jacobs Solutions Inc Com
-40
- 16.67%
N/A
200 $0
IWL
Ishares Tr Russell 200 ETF

ETFs
-10
- 2.15%
$138.92 - $149.97 $1.39K - $1.5K
456 $65K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-180
- 22.78%
N/A
610 $0
Ft Vest U.S. Equity Enhance & Moderate Buffer ETF July
-28
- 0.8%
N/A
3.45K $0
Innovator U.S. Equity Buffer ETF February
-2.27K
- 6.06%
N/A
35.1K $0
23 Andme Holding CO Cl A New
-475
- 95.0%
N/A
25 $0
Ft Vest U.S. Equity Enhance & Moderate Buffer ETF March
-3.54K
- 3.45%
N/A
99.3K $0
Ft Vest U.S. Equity Moderate Buffer ETF August
-111
- 1.48%
N/A
7.38K $0
Blackrock Inc Com
-4
- 6.9%
N/A
54 $0
Activity Summary
Buys All Purchases 193 New Holdings 29 Increased Positions 164 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 1 Puts 0
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