BDO Wealth Advisors
Latest statistics and disclosures from BDO Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, RSP, EFA, IJH, IVV, and represent 24.23% of BDO Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BAC (+$13M), ADBE, ANGL, MCHP, DHI, SBGI, VUG, VOO, BRK.B, IUSV.
- Started 34 new stock positions in NKE, LAZR, NTR, GFL, FIS, RBA, KDP, ETR, BWA, SCPH.
- Reduced shares in these 10 stocks: BSV (-$5.7M), Sinclair Broadcast, IJR, WMT, SHY, COF, VIG, SPY, ALL, RSP.
- Sold out of its positions in AWP, AOD, ADX, AVK, ALGN, BIRD, AFB, AWF, DIVO, AFT.
- BDO Wealth Advisors was a net buyer of stock by $23M.
- BDO Wealth Advisors has $872M in assets under management (AUM), dropping by 6.90%.
- Central Index Key (CIK): 0001713458
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Portfolio Holdings for BDO Wealth Advisors
BDO Wealth Advisors holds 979 positions in its portfolio as reported in the June 2023 quarterly 13F filing
BDO Wealth Advisors has 979 total positions. Only the first 250 positions are shown.
- Sign up to view all of the BDO Wealth Advisors June 30, 2023 positions
- Download the BDO Wealth Advisors June 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 6.6 | $58M | 858k | 67.50 |
|
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 5.2 | $45M | -2% | 303k | 149.64 |
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| Ishares Tr Msci Eafe Etf (EFA) | 4.6 | $40M | 550k | 72.50 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.1 | $36M | 138k | 261.48 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.7 | $32M | 72k | 445.71 |
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| Ishares Core Msci Emkt (IEMG) | 3.3 | $29M | 582k | 49.29 |
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| Apple (AAPL) | 3.1 | $27M | +2% | 140k | 193.97 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.1 | $27M | +3% | 268k | 99.76 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.8 | $24M | 319k | 75.66 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.9 | $16M | 34k | 478.91 |
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| Bank of America Corporation (BAC) | 1.8 | $16M | +491% | 550k | 28.69 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $16M | 380k | 40.68 |
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| Ishares Tr Core Msci Total (IXUS) | 1.7 | $15M | +2% | 235k | 62.62 |
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| Ishares Msci Emrg Chn (EMXC) | 1.6 | $14M | 272k | 51.98 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.6 | $14M | -3% | 85k | 161.19 |
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| Microsoft Corporation (MSFT) | 1.5 | $13M | +2% | 37k | 340.54 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $11M | -13% | 25k | 443.30 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.2 | $11M | 273k | 39.56 |
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|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.2 | $10M | -3% | 145k | 70.48 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $8.8M | -7% | 190k | 46.18 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.0 | $8.4M | 86k | 97.84 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.9 | $8.1M | -41% | 107k | 75.57 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $7.5M | +12% | 63k | 119.70 |
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| Meta Platforms Cl A (META) | 0.8 | $6.7M | +12% | 23k | 286.98 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $6.7M | 46k | 145.44 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $6.4M | -4% | 88k | 72.69 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $6.3M | -31% | 64k | 99.65 |
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| Kla Corp Com New (KLAC) | 0.7 | $6.2M | 13k | 485.03 |
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| Amazon (AMZN) | 0.7 | $6.1M | +12% | 47k | 130.36 |
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| NVIDIA Corporation (NVDA) | 0.7 | $5.8M | 14k | 423.02 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $5.7M | -6% | 26k | 220.16 |
|
| Pimco Dynamic Income SHS (PDI) | 0.6 | $5.3M | +3% | 285k | 18.75 |
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| Cisco Systems (CSCO) | 0.6 | $4.9M | +2% | 94k | 51.74 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $4.8M | 157k | 30.93 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.5M | +42% | 13k | 341.00 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $4.5M | +3790% | 9.3k | 488.99 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $4.5M | +6% | 34k | 134.87 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.5 | $4.3M | 91k | 47.05 |
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| Home Depot (HD) | 0.5 | $4.2M | 14k | 310.64 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $4.2M | +11% | 11k | 393.29 |
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| Fiserv (FI) | 0.5 | $4.1M | 33k | 126.15 |
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| Microchip Technology (MCHP) | 0.5 | $4.1M | +1348% | 45k | 89.59 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.5 | $4.1M | 17k | 235.31 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $4.0M | 7.7k | 521.72 |
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| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.5 | $4.0M | 37k | 106.90 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $4.0M | +204% | 14k | 282.95 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $3.9M | 80k | 48.94 |
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| McKesson Corporation (MCK) | 0.4 | $3.9M | 9.2k | 427.31 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.4 | $3.9M | NEW | 141k | 27.77 |
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| salesforce (CRM) | 0.4 | $3.9M | 18k | 211.26 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $3.8M | 14k | 275.19 |
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| Intel Corporation (INTC) | 0.4 | $3.7M | 111k | 33.44 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.4 | $3.7M | 134k | 27.36 |
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| Lowe's Companies (LOW) | 0.4 | $3.6M | 16k | 225.70 |
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| Darden Restaurants (DRI) | 0.4 | $3.5M | 21k | 167.08 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.4 | $3.4M | 50k | 67.50 |
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| Ameriprise Financial (AMP) | 0.4 | $3.4M | 10k | 332.17 |
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| International Business Machines (IBM) | 0.4 | $3.3M | 25k | 133.81 |
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| Merck & Co (MRK) | 0.4 | $3.3M | +19% | 29k | 115.39 |
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| D.R. Horton (DHI) | 0.4 | $3.3M | +10359% | 27k | 121.69 |
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| Sinclair Cl A (SBGI) | 0.4 | $3.3M | NEW | 236k | 13.82 |
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| Target Corporation (TGT) | 0.4 | $3.2M | +2% | 24k | 131.90 |
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| Hp (HPQ) | 0.4 | $3.1M | 101k | 30.71 |
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| United States Steel Corporation (X) | 0.3 | $3.0M | 122k | 25.01 |
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| Stryker Corporation (SYK) | 0.3 | $3.0M | +3% | 9.8k | 305.10 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.9M | +923% | 7.2k | 407.27 |
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| Chevron Corporation (CVX) | 0.3 | $2.9M | 19k | 157.35 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.8M | +3% | 17k | 165.52 |
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| LKQ Corporation (LKQ) | 0.3 | $2.7M | 47k | 58.27 |
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| Walt Disney Company (DIS) | 0.3 | $2.7M | +12% | 30k | 89.28 |
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| Tesla Motors (TSLA) | 0.3 | $2.7M | +2% | 10k | 261.77 |
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| Pfizer (PFE) | 0.3 | $2.7M | +6% | 73k | 36.68 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.6M | -2% | 13k | 198.88 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $2.6M | 52k | 50.17 |
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| Danaher Corporation (DHR) | 0.3 | $2.6M | 11k | 240.00 |
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| Travelers Companies (TRV) | 0.3 | $2.6M | 15k | 173.67 |
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| Quanta Services (PWR) | 0.3 | $2.5M | 13k | 196.45 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.5M | 20k | 120.97 |
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| United Rentals (URI) | 0.3 | $2.4M | 5.5k | 445.36 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $2.4M | +42% | 22k | 107.25 |
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| Catalent (CTLT) | 0.3 | $2.4M | 55k | 43.36 |
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| UnitedHealth (UNH) | 0.3 | $2.3M | +23% | 4.8k | 480.61 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.3 | $2.3M | -3% | 97k | 23.60 |
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| Roper Industries (ROP) | 0.3 | $2.2M | +4% | 4.7k | 480.80 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.2M | -43% | 13k | 162.42 |
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| Verizon Communications (VZ) | 0.2 | $2.2M | -3% | 58k | 37.19 |
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| Aptiv SHS (APTV) | 0.2 | $2.1M | 21k | 102.09 |
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| Union Pacific Corporation (UNP) | 0.2 | $2.1M | 10k | 204.63 |
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| Host Hotels & Resorts (HST) | 0.2 | $2.1M | 122k | 16.83 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $2.0M | 2.8k | 718.54 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $2.0M | +3% | 19k | 103.76 |
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| F.N.B. Corporation (FNB) | 0.2 | $2.0M | -13% | 174k | 11.44 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.0M | +6% | 9.0k | 220.28 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.9M | 20k | 97.96 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.9M | 23k | 81.17 |
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| Wabtec Corporation (WAB) | 0.2 | $1.9M | 17k | 109.67 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.8M | +5% | 3.8k | 468.93 |
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| Constellation Brands Cl A (STZ) | 0.2 | $1.7M | 7.0k | 246.13 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.7M | -35% | 4.6k | 369.45 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.7M | 3.7k | 460.42 |
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| ConocoPhillips (COP) | 0.2 | $1.6M | +2% | 16k | 103.61 |
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| CVS Caremark Corporation (CVS) | 0.2 | $1.6M | +3% | 23k | 69.13 |
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| Public Service Enterprise (PEG) | 0.2 | $1.6M | +2% | 26k | 62.61 |
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| Netflix (NFLX) | 0.2 | $1.6M | +70% | 3.6k | 440.49 |
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| CF Industries Holdings (CF) | 0.2 | $1.6M | 23k | 69.42 |
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| Oracle Corporation (ORCL) | 0.2 | $1.6M | 13k | 119.09 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.5M | 2.9k | 538.41 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $1.5M | +887% | 19k | 78.26 |
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| Valero Energy Corporation (VLO) | 0.2 | $1.5M | +3% | 13k | 117.30 |
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| Cummins (CMI) | 0.2 | $1.4M | +3% | 5.9k | 245.17 |
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| MetLife (MET) | 0.2 | $1.4M | 25k | 56.53 |
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| Marriott Intl Cl A (MAR) | 0.2 | $1.4M | 7.4k | 183.69 |
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| Howmet Aerospace (HWM) | 0.2 | $1.4M | 27k | 49.56 |
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| McDonald's Corporation (MCD) | 0.2 | $1.3M | +3% | 4.5k | 298.41 |
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| Walgreen Boots Alliance (WBA) | 0.2 | $1.3M | -3% | 47k | 28.49 |
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| Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) | 0.2 | $1.3M | -4% | 86k | 15.63 |
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| Norfolk Southern (NSC) | 0.1 | $1.2M | +25% | 5.5k | 226.74 |
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| Toast Cl A (TOST) | 0.1 | $1.2M | -15% | 55k | 22.57 |
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| Aersale Corp (ASLE) | 0.1 | $1.2M | +97% | 82k | 14.70 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.2M | 8.5k | 138.37 |
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| Boeing Company (BA) | 0.1 | $1.2M | +2% | 5.5k | 211.17 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.2M | 12k | 97.95 |
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| Boyd Gaming Corporation (BYD) | 0.1 | $1.1M | +21% | 17k | 69.37 |
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| DTE Energy Company (DTE) | 0.1 | $1.1M | +2% | 10k | 110.03 |
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| Tyson Foods Cl A (TSN) | 0.1 | $1.1M | +2% | 21k | 51.04 |
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| Procter & Gamble Company (PG) | 0.1 | $1.1M | +6% | 7.0k | 151.74 |
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| General Motors Company (GM) | 0.1 | $1.1M | 28k | 38.56 |
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| Plug Power Com New (PLUG) | 0.1 | $1.0M | 100k | 10.39 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.0M | +3% | 11k | 95.94 |
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| Celanese Corporation (CE) | 0.1 | $1.0M | -9% | 8.8k | 115.80 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $976k | 8.5k | 114.93 |
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| Avery Dennison Corporation (AVY) | 0.1 | $974k | 5.7k | 171.80 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $942k | -3% | 8.8k | 107.13 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $939k | -32% | 9.7k | 96.63 |
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| Aberdeen Global Dynamic Divd F (AGD) | 0.1 | $933k | -3% | 98k | 9.54 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $927k | +5% | 3.0k | 308.56 |
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| Visa Com Cl A (V) | 0.1 | $926k | +8% | 3.9k | 237.48 |
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| Abbott Laboratories (ABT) | 0.1 | $924k | +7% | 8.5k | 109.02 |
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| Abbvie (ABBV) | 0.1 | $924k | +68% | 6.9k | 134.73 |
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| Brown & Brown (BRO) | 0.1 | $922k | 13k | 68.84 |
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| Arconic | 0.1 | $911k | 31k | 29.58 |
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| Orion Energy Systems (OESX) | 0.1 | $911k | 559k | 1.63 |
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| American Express Company (AXP) | 0.1 | $853k | +157% | 4.9k | 174.20 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $821k | 11k | 74.33 |
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| Eaton Corp SHS (ETN) | 0.1 | $810k | 4.0k | 201.11 |
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| Wal-Mart Stores (WMT) | 0.1 | $807k | -75% | 5.1k | 157.18 |
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| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.1 | $795k | 50k | 15.90 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $790k | 16k | 50.22 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $773k | 10k | 75.00 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $769k | 6.8k | 113.30 |
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| Applied Materials (AMAT) | 0.1 | $737k | 5.1k | 144.54 |
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| Paccar (PCAR) | 0.1 | $735k | 8.8k | 83.65 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $729k | 7.6k | 95.41 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $715k | -2% | 4.0k | 178.27 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $707k | 6.1k | 116.60 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $693k | 4.0k | 173.86 |
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| PIMCO Corporate Opportunity Fund (PTY) | 0.1 | $641k | -4% | 46k | 14.00 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $620k | 6.1k | 100.92 |
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| Oxford Lane Cap Corp (OXLC) | 0.1 | $607k | +979% | 126k | 4.84 |
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| Sempra Energy (SRE) | 0.1 | $607k | +3% | 4.2k | 145.59 |
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| Pepsi (PEP) | 0.1 | $604k | +11% | 3.3k | 185.22 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $602k | -11% | 6.3k | 95.09 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $594k | 12k | 48.21 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $573k | +36% | 3.6k | 157.83 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $569k | +5% | 16k | 36.39 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $568k | 6.2k | 91.83 |
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| Nfj Dividend Interest (NFJ) | 0.1 | $563k | 46k | 12.21 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $550k | -4% | 5.9k | 92.97 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $546k | 3.3k | 165.40 |
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| State Street Corporation (STT) | 0.1 | $543k | +3% | 7.4k | 73.18 |
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| Prudential Financial (PRU) | 0.1 | $531k | +5% | 6.0k | 88.23 |
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| Starbucks Corporation (SBUX) | 0.1 | $530k | +74% | 5.4k | 99.06 |
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| Nuveen Real (JRI) | 0.1 | $507k | 44k | 11.42 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $503k | NEW | 14k | 35.30 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $499k | +495% | 8.6k | 57.73 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $496k | +3% | 26k | 19.18 |
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| Qualcomm (QCOM) | 0.1 | $465k | -4% | 3.9k | 119.05 |
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| Activision Blizzard | 0.1 | $463k | +13637% | 5.5k | 84.30 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $462k | 9.0k | 51.53 |
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| Synaptics, Incorporated (SYNA) | 0.1 | $457k | -9% | 5.3k | 85.38 |
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| Hf Sinclair Corp (DINO) | 0.1 | $450k | +4658% | 10k | 44.61 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $450k | 1.5k | 294.09 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $446k | 5.3k | 83.56 |
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| Vici Pptys (VICI) | 0.1 | $444k | -5% | 14k | 31.43 |
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| Nextera Energy (NEE) | 0.1 | $437k | +10% | 5.9k | 74.20 |
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| Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.0 | $432k | 38k | 11.44 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $428k | 4.4k | 97.32 |
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| China Fund (CHN) | 0.0 | $423k | 38k | 11.07 |
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| Advanced Micro Devices (AMD) | 0.0 | $422k | -3% | 3.7k | 113.91 |
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| Moody's Corporation (MCO) | 0.0 | $421k | +2274% | 1.2k | 347.76 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $409k | +7% | 2.3k | 180.02 |
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| Caterpillar (CAT) | 0.0 | $405k | +7% | 1.6k | 246.05 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $404k | +769% | 4.9k | 83.35 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $404k | 5.5k | 73.03 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $390k | -3% | 3.6k | 108.14 |
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| Unilever Spon Adr New (UL) | 0.0 | $383k | 7.3k | 52.13 |
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| Wells Fargo & Company (WFC) | 0.0 | $382k | +701% | 8.9k | 42.68 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $379k | +4% | 1.1k | 341.94 |
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| Omega Healthcare Investors (OHI) | 0.0 | $376k | 12k | 30.69 |
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| Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $346k | -2% | 3.3k | 106.31 |
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| Honeywell International (HON) | 0.0 | $344k | +9% | 1.7k | 207.47 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $343k | 5.4k | 63.60 |
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| Coca-Cola Company (KO) | 0.0 | $342k | +29% | 5.7k | 60.22 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $341k | 5.5k | 61.87 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $339k | -2% | 743.00 | 455.90 |
|
| PNC Financial Services (PNC) | 0.0 | $338k | +6% | 2.7k | 125.93 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $332k | -5% | 40k | 8.34 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $332k | 1.8k | 187.27 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $329k | -3% | 33k | 10.13 |
|
| Amgen (AMGN) | 0.0 | $325k | +8% | 1.5k | 221.96 |
|
| Deere & Company (DE) | 0.0 | $323k | +3% | 798.00 | 405.19 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $321k | -25% | 4.3k | 75.23 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $320k | +2% | 29k | 10.93 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $319k | 3.9k | 82.87 |
|
|
| Wix SHS (WIX) | 0.0 | $313k | 4.0k | 78.24 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $312k | +219% | 4.9k | 63.95 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $311k | 590.00 | 527.66 |
|
|
| Hasbro (HAS) | 0.0 | $306k | -5% | 4.7k | 64.77 |
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $306k | 3.7k | 81.73 |
|
|
| General Electric Com New (GE) | 0.0 | $298k | +28% | 2.7k | 109.84 |
|
| NVR (NVR) | 0.0 | $292k | 46.00 | 6350.63 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $291k | +9% | 2.6k | 110.69 |
|
| SYSCO Corporation (SYY) | 0.0 | $284k | +6% | 3.8k | 74.19 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $281k | -3% | 9.3k | 30.35 |
|
| General Mills (GIS) | 0.0 | $277k | +2% | 3.6k | 76.70 |
|
| Waste Management (WM) | 0.0 | $277k | +5% | 1.6k | 173.39 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $276k | +8% | 3.1k | 89.73 |
|
| Uber Technologies (UBER) | 0.0 | $272k | +23% | 6.3k | 43.17 |
|
| Clearbridge Mlp And Midstrm Tr (CTR) | 0.0 | $270k | -2% | 8.5k | 31.73 |
|
| Southern Company (SO) | 0.0 | $269k | +23% | 3.8k | 70.25 |
|
| Caesars Entertainment (CZR) | 0.0 | $255k | 5.0k | 50.97 |
|
|
| Nuveen Dow 30 Dynmc Overwrt SHS (DIAX) | 0.0 | $253k | -3% | 18k | 14.11 |
|
| Enterprise Financial Services (EFSC) | 0.0 | $249k | 6.4k | 39.10 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $248k | 2.3k | 108.87 |
|
|
| CSX Corporation (CSX) | 0.0 | $246k | +4% | 7.2k | 34.10 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $246k | 19k | 12.70 |
|
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $245k | 11k | 21.64 |
|
|
| First Trust Energy Income & Gr | 0.0 | $245k | -8% | 18k | 13.93 |
|
| Ameris Ban (ABCB) | 0.0 | $243k | 7.1k | 34.21 |
|
|
| UGI Corporation (UGI) | 0.0 | $241k | +3% | 8.9k | 26.97 |
|
| Carrier Global Corporation (CARR) | 0.0 | $241k | 4.8k | 49.71 |
|
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $239k | 2.9k | 81.75 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $238k | 11k | 20.89 |
|
|
| Goldman Sachs (GS) | 0.0 | $236k | -10% | 731.00 | 322.54 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $234k | -4% | 956.00 | 244.82 |
|
| Altria (MO) | 0.0 | $234k | 5.2k | 45.30 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $231k | -41% | 2.7k | 86.54 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $231k | 5.0k | 46.16 |
|
|
| Hilton Grand Vacations (HGV) | 0.0 | $228k | 5.0k | 45.44 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $223k | 440.00 | 507.26 |
|
Past Filings by BDO Wealth Advisors
SEC 13F filings are viewable for BDO Wealth Advisors going back to 2017
- BDO Wealth Advisors 2023 Q2 filed Aug. 1, 2023
- BDO Wealth Advisors 2023 Q1 filed May 9, 2023
- BDO Wealth Advisors 2022 Q4 restated filed Jan. 30, 2023
- BDO Wealth Advisors 2022 Q4 filed Jan. 27, 2023
- BDO Wealth Advisors 2022 Q3 restated filed Nov. 2, 2022
- BDO Wealth Advisors 2022 Q3 filed Nov. 1, 2022
- BDO Wealth Advisors 2022 Q2 filed Aug. 25, 2022
- BDO Wealth Advisors 2022 Q1 filed May 6, 2022
- BDO Wealth Advisors 2021 Q4 filed Feb. 11, 2022
- BDO Wealth Advisors 2021 Q3 filed Nov. 9, 2021
- BDO Wealth Advisors 2021 Q2 filed Sept. 3, 2021
- BDO Wealth Advisors 2021 Q1 filed May 14, 2021
- BDO Wealth Advisors 2020 Q4 filed Feb. 12, 2021
- BDO Wealth Advisors 2020 Q3 filed Nov. 12, 2020
- BDO Wealth Advisors 2020 Q2 filed Aug. 14, 2020
- BDO Wealth Advisors 2020 Q1 filed May 15, 2020