13F Filings History of BDO Wealth Advisors, LLC
- Latest 13F filing
- Q2 2023 - 01 Aug 2023
- Latest reported 13F value
- $871,874,584
- Largest 13F holdings
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IEFA RSP EFA IJH IVV IEMG AAPL MINT VCSH MDY BAC VWO
+8 more
IXUS EMXC IVE MSFT SPY EEM IVW VEA - Form 13F summary
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- BDO Wealth Advisors, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- BDO Wealth Advisors, LLC reported 978 equity holdings with a total reported market value of $871,874,584 for Q2 2023. Top reported holdings included IEFA, RSP, EFA, IJH, and IVV.
- Manager signature
- Matthew Murray - CCO
- Manager location
- Jacksonville, FL
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2023
Latest value
$871,874,584
Quarter delta
+$57,493,569
Accepted
01 Aug 2023, 14:19
Rows shown
1-25 of 25
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2023 | 978 | $871,874,584 | +$60,982,219 | -$37,294,913 | +$23,687,306 | IEFA, RSP, EFA, IJH, IVV | 13F-HR | 01 Aug 2023, 14:19 |
| Q1 2023 | 1,057 | $814,381,015 | +$16,727,424 | -$50,429,484 | -$33,702,060 | IEFA, RSP, EFA, IJH, IVV | 13F-HR | 09 May 2023, 15:04 |
| Q4 2022 | 1,013 | $803,366,435 | +$62,710,422 | -$67,088,196 | -$4,377,774 | IEFA, RSP, EFA, IJH, IVV | Restatement | 30 Jan 2023, 15:23 |
| Q3 2022 | 1,014 | $751,624,000 | +$54,088,676 | -$56,247,424 | -$2,158,748 | IEFA, RSP, IJH, MINT, VCSH | Restatement | 02 Nov 2022, 15:16 |
| Q2 2022 | 1,036 | $811,399,000 | +$47,761,813 | -$40,814,813 | +$6,947,000 | IEFA, MINT, RSP, VCSH, IJH | 13F-HR | 25 Aug 2022, 10:57 |
| Q1 2022 | 1,052 | $934,284,000 | +$77,198,801 | -$38,246,972 | +$38,951,829 | IEFA, MINT, IJH, RSP, BSV | 13F-HR | 06 May 2022, 11:29 |
| Q4 2021 | 1,085 | $943,302,000 | +$28,292,751 | -$36,660,662 | -$8,367,911 | IEFA, IJH, VWO, IVV, MINT | 13F-HR | 11 Feb 2022, 11:31 |
| Q3 2021 | 1,046 | $908,247,000 | +$42,914,079 | -$22,791,981 | +$20,122,098 | IEFA, VWO, IJH, VCSH, BSV | 13F-HR | 09 Nov 2021, 11:02 |
| Q2 2021 | 1,103 | $903,127,000 | +$45,508,800 | -$30,462,152 | +$15,046,648 | IEFA, VWO, IJH, VCSH, IEMG | 13F-HR | 03 Sep 2021, 11:32 |
| Q1 2021 | 1,147 | $848,351,000 | +$161,935,219 | -$60,774,612 | +$101,160,607 | IEFA, VWO, IJH, IEMG, VCSH | 13F-HR | 14 May 2021, 11:37 |
| Q4 2020 | 917 | $710,844,000 | +$50,257,028 | -$22,707,671 | +$27,549,357 | IEFA, IVV, ITOT, IEMG, VWO | 13F-HR | 12 Feb 2021, 17:20 |
| Q3 2020 | 862 | $614,061,000 | +$44,623,470 | -$25,423,508 | +$19,199,962 | IEFA, IVV, VCSH, ITOT, IEMG | 13F-HR | 12 Nov 2020, 13:07 |
| Q2 2020 | 683 | $569,073,000 | +$36,284,432 | -$40,901,072 | -$4,616,640 | IEFA, IVV, ITOT, VCSH, IEMG | 13F-HR | 14 Aug 2020, 16:42 |
| Q1 2020 | 739 | $488,517,000 | +$172,288,709 | -$20,949,806 | +$151,338,903 | IEFA, VCSH, ITOT, IVV, BND | 13F-HR | 15 May 2020, 16:31 |
| Q4 2019 | 575 | $379,446,000 | +$16,424,611 | -$39,298,540 | -$22,873,929 | VCSH, IEFA, BND, IJH, MINT | 13F-HR | 14 Feb 2020, 14:55 |
| Q3 2019 | 616 | $389,464,000 | +$33,312,768 | -$11,226,175 | +$22,086,593 | VCSH, MINT, BND, IEFA, IJH | 13F-HR | 12 Nov 2019, 12:27 |
| Q2 2019 | 600 | $365,997,000 | +$30,409,765 | -$16,473,845 | +$13,935,920 | VCSH, BND, IJH, IEFA, MDY | 13F-HR | 09 Aug 2019, 08:02 |
| Q1 2019 | 607 | $343,290,000 | +$37,383,983 | -$12,776,864 | +$24,607,119 | VCSH, BND, IJH, MDY, MINT | 13F-HR | 15 May 2019, 13:40 |
| Q4 2018 | 538 | $290,564,000 | +$47,418,915 | -$32,016,548 | +$15,402,367 | VCSH, BND, MDY, MINT, IJH | 13F-HR | 14 Feb 2019, 17:30 |
| Q3 2018 | 616 | $309,350,000 | +$17,870,571 | -$8,207,697 | +$9,662,874 | VCSH, BND, MDY, VWO, IJH | 13F-HR | 07 Nov 2018, 10:38 |
| Q2 2018 | 637 | $291,343,000 | +$34,218,483 | -$7,209,675 | +$27,008,808 | VCSH, BND, MDY, VWO, IJH | 13F-HR | 27 Aug 2018, 10:52 |
| Q1 2018 | 566 | $264,066,000 | +$53,808,109 | -$10,075,853 | +$43,732,256 | VCSH, BND, MDY, VWO, IJH | 13F-HR | 23 May 2018, 11:16 |
| Q4 2017 | 480 | $222,696,000 | +$20,398,692 | -$7,488,660 | +$12,910,032 | BND, VCSH, MDY, VWO, IJH | 13F-HR | 13 Feb 2018, 18:31 |
| Q3 2017 | 436 | $201,662,000 | +$8,982,425 | -$43,497,492 | -$34,515,067 | BND, MDY, VCSH, IJH, VWO | 13F-HR | 08 Nov 2017, 16:58 |
| Q2 2017 | 551 | $229,043,000 | $0 | $0 | $0 | BND, MDY, VCSH, IJH, VWO | 13F-HR | 07 Aug 2017, 17:59 |