Blue Bell Private Wealth Management, LLC Portfolio Holdings
Blue Bell Private Wealth Management, LLC
- $626 Million
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 735
- Current Value $626 Million
- Prior Value $569 Million
- Filing
- Period Q3 2025
- Filing Date October 22, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 42 stocks
- Additional Purchases 208 stocks
- Sold out of 0 stocks
- Reduced holdings in 188 stocks