BDO Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q2 2023 - Aug 1, 2023
Value $
$872M
Signature - Title
Matthew Murray - CCO
Location
Jacksonville, FL
Summary
This page shows a list of all the recent 13F filings made by BDO Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BDO Wealth Advisors, LLC reported 978 stock holdings with total value $872M as of Q2 2023. Top holdings included IEFA, RSP, EFA, IJH, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2023 978 $872M +$61M -$37.3M +$23.7M IEFA, RSP, EFA, IJH, IVV 13F-HR 8/1/2023, 02:19 PM
Q1 2023 1,057 $814M +$16.7M -$50.4M -$33.7M IEFA, RSP, EFA, IJH, IVV 13F-HR 5/9/2023, 03:04 PM
Q4 2022 1,013 $803M +$62.7M -$67.1M -$4.38M IEFA, RSP, EFA, IJH, IVV Restatement 1/30/2023, 03:23 PM
Q3 2022 1,014 $752M +$54.1M -$56.2M -$2.16M IEFA, RSP, IJH, MINT, VCSH Restatement 11/2/2022, 03:16 PM
Q2 2022 1,036 $811M +$47.8M -$40.8M +$6.95M IEFA, MINT, RSP, VCSH, IJH 13F-HR 8/25/2022, 10:57 AM
Q1 2022 1,052 $934M +$77.2M -$38.2M +$39M IEFA, MINT, IJH, RSP, BSV 13F-HR 5/6/2022, 11:29 AM
Q4 2021 1,085 $943M +$28.3M -$36.7M -$8.37M IEFA, IJH, VWO, IVV, MINT 13F-HR 2/11/2022, 11:31 AM
Q3 2021 1,046 $908M +$42.9M -$22.8M +$20.1M IEFA, VWO, IJH, VCSH, BSV 13F-HR 11/9/2021, 11:02 AM
Q2 2021 1,103 $903M +$45.5M -$30.5M +$15M IEFA, VWO, IJH, VCSH, IEMG 13F-HR 9/3/2021, 11:32 AM
Q1 2021 1,147 $848M +$162M -$60.8M +$101M IEFA, VWO, IJH, IEMG, VCSH 13F-HR 5/14/2021, 11:37 AM
Q4 2020 917 $711M +$50.3M -$22.7M +$27.5M IEFA, IVV, ITOT, IEMG, VWO 13F-HR 2/12/2021, 05:20 PM
Q3 2020 862 $614M +$44.6M -$25.4M +$19.2M IEFA, IVV, VCSH, ITOT, IEMG 13F-HR 11/12/2020, 01:07 PM
Q2 2020 683 $569M +$36.3M -$40.9M -$4.62M IEFA, IVV, ITOT, VCSH, IEMG 13F-HR 8/14/2020, 04:42 PM
Q1 2020 739 $489M +$172M -$20.9M +$151M IEFA, VCSH, ITOT, IVV, BND 13F-HR 5/15/2020, 04:31 PM
Q4 2019 575 $379M +$16.4M -$39.3M -$22.9M VCSH, IEFA, BND, IJH, MINT 13F-HR 2/14/2020, 02:55 PM
Q3 2019 616 $389M +$33.3M -$11.2M +$22.1M VCSH, MINT, BND, IEFA, IJH 13F-HR 11/12/2019, 12:27 PM
Q2 2019 600 $366M +$30.4M -$16.5M +$13.9M VCSH, BND, IJH, IEFA, MDY 13F-HR 8/9/2019, 08:02 AM
Q1 2019 607 $343M +$37.4M -$12.8M +$24.6M VCSH, BND, IJH, MDY, MINT 13F-HR 5/15/2019, 01:40 PM
Q4 2018 538 $291M +$47.4M -$32M +$15.4M VCSH, BND, MDY, MINT, IJH 13F-HR 2/14/2019, 05:30 PM
Q3 2018 616 $309M +$17.9M -$8.21M +$9.66M VCSH, BND, MDY, VWO, IJH 13F-HR 11/7/2018, 10:38 AM
Q2 2018 637 $291M +$34.2M -$7.21M +$27M VCSH, BND, MDY, VWO, IJH 13F-HR 8/27/2018, 10:52 AM
Q1 2018 566 $264M +$53.8M -$10.1M +$43.7M VCSH, BND, MDY, VWO, IJH 13F-HR 5/23/2018, 11:16 AM
Q4 2017 480 $223M +$20.4M -$7.49M +$12.9M BND, VCSH, MDY, VWO, IJH 13F-HR 2/13/2018, 06:31 PM
Q3 2017 436 $202M +$8.98M -$43.5M -$34.5M BND, MDY, VCSH, IJH, VWO 13F-HR 11/8/2017, 04:58 PM
Q2 2017 551 $229M $0 $0 BND, MDY, VCSH, IJH, VWO 13F-HR 8/7/2017, 05:59 PM