Notify me when BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 731 | $657,697,996 | +$27,098,246 | -$12,869,472 | +$14,228,774 | SPY, GAM, SCHX, ADX, SCHB | 13F-HR | 22 Oct 2025, 14:38 |
| Q2 2025 | 727 | $598,523,301 | +$34,952,260 | -$9,985,517 | +$24,966,743 | SPY, GAM, SCHX, ADX, SCHB | 13F-HR | 11 Aug 2025, 13:44 |
| Q1 2025 | 717 | $527,970,297 | +$24,333,402 | -$4,753,853 | +$19,579,549 | SPY, GAM, SCHX, ADX, SCHB | 13F-HR | 05 May 2025, 16:40 |
| Q4 2024 | 674 | $524,900,312 | +$50,764,143 | -$15,297,997 | +$35,466,146 | SPY, GAM, SCHX, ADX, SCHB | 13F-HR | 06 Feb 2025, 17:37 |
| Q3 2024 | 685 | $523,518,865 | +$31,576,766 | -$17,901,779 | +$13,674,987 | SPY, GAM, ADX, SCHX, SCHB | 13F-HR | 28 Oct 2024, 19:04 |
| Q2 2024 | 715 | $484,241,539 | +$20,389,592 | -$16,306,955 | +$4,082,637 | SPY, GAM, ADX, SCHX, SCHB | 13F-HR | 05 Aug 2024, 12:41 |
| Q1 2024 | 722 | $466,105,384 | +$29,753,477 | -$13,881,130 | +$15,872,347 | SPY, GAM, ADX, SCHX, SCHB | 13F-HR | 24 Apr 2024, 15:49 |
| Q4 2023 | 714 | $418,289,815 | +$21,435,019 | -$9,478,583 | +$11,956,436 | SPY, GAM, ADX, SCHX, SCHB | 13F-HR | 25 Jan 2024, 15:26 |
| Q3 2023 | 673 | $371,249,442 | +$15,104,364 | -$10,327,756 | +$4,776,608 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 30 Oct 2023, 16:00 |
| Q2 2023 | 678 | $378,000,746 | +$27,309,068 | -$5,056,047 | +$22,253,021 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 08 Aug 2023, 14:21 |
| Q1 2023 | 655 | $333,742,071 | +$17,900,124 | -$6,789,184 | +$11,110,940 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 08 May 2023, 12:43 |
| Q4 2022 | 682 | $305,204,251 | +$18,212,301 | -$10,092,528 | +$8,119,773 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 03 Feb 2023, 17:13 |
| Q3 2022 | 733 | $279,234,000 | +$10,771,775 | -$11,903,104 | -$1,131,329 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 08 Nov 2022, 19:08 |
| Q2 2022 | 783 | $296,431,000 | +$13,733,099 | -$11,455,718 | +$2,277,381 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 02 Aug 2022, 14:32 |
| Q1 2022 | 847 | $350,895,000 | +$30,967,141 | -$15,130,494 | +$15,836,647 | SPY, GAM, SCHX, ADX, SCHB | 13F-HR | 21 Apr 2022, 16:36 |
| Q4 2021 | 829 | $380,070,000 | +$36,746,759 | -$20,683,792 | +$16,062,967 | SPY, GAM, SCHX, ADX, SCHB | 13F-HR | 26 Jan 2022, 17:30 |
| Q3 2021 | 168 | $341,862,000 | +$13,506,674 | -$11,912,214 | +$1,594,460 | SPY, GAM, SCHX, ADX, SCHB | 13F-HR | 09 Nov 2021, 18:22 |
| Q2 2021 | 175 | $342,463,000 | +$24,003,964 | -$32,308,771 | -$8,304,807 | SPY, GAM, SCHX, ADX, SCHB | 13F-HR | 05 Aug 2021, 14:48 |
| Q1 2021 | 168 | $328,136,000 | +$45,303,191 | -$25,854,187 | +$19,449,004 | SPY, GAM, SCHX, ADX, TY | 13F-HR | 22 Apr 2021, 21:18 |
| Q4 2020 | 142 | $290,060,000 | +$23,554,244 | -$9,188,948 | +$14,365,296 | SPY, GAM, SCHX, ADX, TY | 13F-HR | 21 Jan 2021, 15:53 |
| Q3 2020 | 164 | $244,050,000 | +$18,909,480 | -$4,657,761 | +$14,251,719 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 23 Oct 2020, 16:18 |
| Q2 2020 | 172 | $214,750,000 | +$9,078,304 | -$8,556,354 | +$521,950 | SPY, GAM, SCHX, ADX, TY | 13F-HR | 30 Jul 2020, 18:00 |
| Q1 2020 | 196 | $179,683,000 | +$3,467,866 | -$12,571,060 | -$9,103,194 | SPY, GAM, SCHX, ADX, TY | 13F-HR | 22 Apr 2020, 13:08 |
| Q4 2019 | 186 | $246,865,000 | +$24,761,130 | -$7,126,347 | +$17,634,783 | SPY, GAM, SCHX, ADX, TY | 13F-HR | 22 Jan 2020, 14:35 |
| Q3 2019 | 191 | $216,996,000 | +$3,603,779 | -$5,185,931 | -$1,582,152 | SPY, GAM, SCHX, ADX, TY | 13F-HR | 07 Nov 2019, 12:08 |
| Q2 2019 | 195 | $216,494,000 | +$2,213,981 | -$7,780,350 | -$5,566,369 | SPY, GAM, SCHX, ADX, TY | 13F-HR | 23 Jul 2019, 14:15 |
| Q1 2019 | 192 | $213,821,000 | +$3,066,241 | -$4,614,634 | -$1,548,393 | SPY, GAM, SCHX, ADX, TY | Restatement | 23 Apr 2019, 14:31 |
| Q4 2018 | 203 | $189,684,000 | +$6,705,299 | -$10,122,894 | -$3,417,595 | SPY, GAM, SCHX, ADX, TY | 13F-HR | 16 Jan 2019, 13:09 |
| Q3 2018 | 212 | $233,003,000 | +$6,199,573 | -$5,096,398 | +$1,103,175 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 24 Oct 2018, 17:40 |
| Q2 2018 | 205 | $219,798,000 | +$2,342,852 | -$14,532,521 | -$12,189,669 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 25 Jul 2018, 17:15 |
| Q1 2018 | 209 | $227,119,000 | +$15,281,405 | -$5,287,215 | +$9,994,190 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 01 May 2018, 15:20 |
| Q4 2017 | 216 | $221,881,000 | +$12,284,495 | -$6,106,261 | +$6,178,234 | SPY, GAM, ADX, TY, SCHX | 13F-HR | 30 Jan 2018, 18:17 |
| Q3 2017 | 229 | $208,898,000 | +$8,032,029 | -$9,910,682 | -$1,878,653 | SPY, GAM, ADX, TY, SCHX | 13F-HR | 24 Oct 2017, 15:38 |
| Q2 2017 | 242 | $201,763,000 | +$16,869,228 | -$3,286,299 | +$13,582,929 | SPY, GAM, ADX, TY, SCHX | 13F-HR | 28 Jul 2017, 16:46 |
| Q1 2017 | 245 | $182,539,000 | +$19,983,036 | -$9,425,771 | +$10,557,265 | SPY, GAM, ADX, TY, USA | 13F-HR | 18 Apr 2017, 12:40 |
| Q4 2016 | 265 | $163,077,000 | +$15,804,759 | -$25,664,820 | -$9,860,061 | SPY, GAM, ADX, TY, USA | 13F-HR | 30 Jan 2017, 15:00 |
| Q3 2016 | 422 | $171,236,000 | +$17,846,110 | -$7,656,708 | +$10,189,402 | SPY, GAM, ADX, TY, USA | 13F-HR | 14 Oct 2016, 12:14 |
| Q2 2016 | 429 | $154,784,000 | +$16,266,848 | -$11,013,534 | +$5,253,314 | SPY, GAM, TY, ADX, DIA | 13F-HR | 28 Jul 2016, 16:40 |
| Q1 2016 | 432 | $146,770,000 | +$14,271,010 | -$14,651,484 | -$380,474 | SPY, TY, GAM, ADX, USA | 13F-HR | 12 Apr 2016, 11:15 |
| Q4 2015 | 441 | $147,370,000 | +$13,022,589 | -$16,428,510 | -$3,405,921 | SPY, TY, GAM, DIA, SCHX | 13F-HR | 21 Jan 2016, 16:02 |
| Q3 2015 | 441 | $145,240,000 | +$12,429,599 | -$19,106,319 | -$6,676,720 | SPY, TY, GAM, SCHX, DIA | 13F-HR | 21 Oct 2015, 12:27 |
| Q2 2015 | 428 | $165,608,000 | +$10,531,175 | -$10,355,450 | +$175,725 | SPY, SCHX, TY, DIA, SCHB | 13F-HR | 14 Jul 2015, 14:46 |
| Q1 2015 | 418 | $166,757,000 | +$8,371,630 | -$14,463,644 | -$6,092,014 | SPY, SCHX, DIA, TY, SCHB | 13F-HR | 09 Apr 2015, 10:42 |
| Q4 2014 | 428 | $171,825,000 | +$11,834,090 | -$8,812,345 | +$3,021,745 | SPY, SCHX, DIA, SCHB, TY | 13F-HR | 22 Jan 2015, 12:36 |
| Q3 2014 | 438 | $166,802,000 | +$10,519,088 | -$8,315,658 | +$2,203,430 | SPY, SCHX, DIA, TY, SCHB | 13F-HR | 15 Oct 2014, 11:52 |
| Q2 2014 | 403 | $165,586,000 | +$23,194,660 | -$10,924,961 | +$12,269,699 | SPY, SCHX, DIA, TY, SCHB | 13F-HR | 29 Jul 2014, 14:31 |
| Q1 2014 | 386 | $147,704,000 | +$22,991,947 | -$7,124,590 | +$15,867,357 | SPY, SCHX, DIA, TY, SCHB | 13F-HR | 28 Apr 2014, 18:44 |
| Q4 2013 | 397 | $130,360,000 | $0 | $0 | $0 | SPY, SCHX, DIA, GAM, TY | 13F-HR | 07 Feb 2014, 17:40 |