Blue Bell Private Wealth Management, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $626 Million distributed in 735 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $160M, General American Investors CO Inc with a value of $45.8M, Schwab Strategic Tr Us Large C with a value of $21.7M, Adams Diversified Equity Fund, Inc. with a value of $20.7M, and Schwab Strategic Tr Us Broad M with a value of $15.8M.
Examining the 13F form we can see an increase of $56.9M in the current position value, from $569M to 626M.
Below you can find more details about Blue Bell Private Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$626 Million
ETFs: $374 Million
Financial Services: $184 Million
Technology: $19.1 Million
Consumer Cyclical: $4.9 Million
Industrials: $4.76 Million
Communication Services: $4.22 Million
Healthcare: $4.13 Million
N/A: $3.61 Million
Other: $7.62 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
