13F Filings History of BMS Financial Advisors, LLC

Latest 13F report
Q2 2023 - 31 Jul 2023
Value $
$153,079,638
Signature - Title
Douglas Maher - Chief Compliance Officer
Location
Rapid City, SD
Summary
This page shows a list of all the recent 13F filings made by BMS Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BMS Financial Advisors, LLC reported 113 stock holdings with total value $153,079,638 as of Q2 2023. Top holdings included IVV, QQEW, DLN, SPTI, and SPGP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2023 113 $153,079,638 +$69,708,467 -$68,754,873 +$953,594 IVV, QQEW, DLN, SPTI, SPGP 13F-HR 31 Jul 2023, 08:55
Q1 2023 107 $144,662,290 +$55,718,111 -$17,380,127 +$38,337,984 IVV, BSV, IUSB, IWY, QQQM 13F-HR 10 Apr 2023, 16:14
Q4 2022 92 $69,711,309 +$14,233,352 -$47,512,391 -$33,279,039 IUSB, EFV, GOVT, FNDX, USMV 13F-HR 19 Jan 2023, 16:50
Q3 2022 100 $142,646,000 +$44,756,145 -$15,395,068 +$29,361,077 IVV, BSV, IUSB, ESGU, GOVT 13F-HR 14 Oct 2022, 20:51
Q2 2022 95 $72,919,000 +$9,475,488 -$28,386,049 -$18,910,561 IUSB, EFV, GOVT, FNDX, TIP 13F-HR 11 Jul 2022, 16:24
Q1 2022 103 $157,262,000 +$41,876,293 -$34,367,295 +$7,508,998 IVV, FNDX, ESGU, IUSB, IVW 13F-HR 11 May 2022, 12:53
Q4 2021 92 $157,189,000 $0 $0 $0 IVV, ESGU, SPYG, IUSB, EFV 13F-HR 11 May 2022, 12:47