BDO Wealth Advisors

Latest statistics and disclosures from BDO Wealth Advisors's latest quarterly 13F-HR filing:

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Portfolio Holdings for BDO Wealth Advisors

Companies in the BDO Wealth Advisors portfolio as of the December 2020 quarterly 13F filing

BDO Wealth Advisors has 963 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 7.4 $52M +6% 758k 69.09
Ishares Tr Core S&p500 Etf (IVV) 4.4 $32M -7% 84k 375.39
Ishares Tr Core S&p Ttl Stk (ITOT) 4.4 $31M -2% 361k 86.22
Ishares Core Msci Emkt (IEMG) 4.3 $31M 492k 62.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.1 $29M +2% 579k 50.11
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.1 $29M 348k 83.25
Ishares Tr Core S&p Mcp Etf (IJH) 3.8 $27M +6% 116k 229.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.3 $24M 267k 88.19
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 3.0 $22M +5% 212k 102.04
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.9 $20M +20% 246k 82.90
Ishares Tr Core Msci Total (IXUS) 2.7 $19M 281k 67.19
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.1 $15M 36k 419.93
Apple (AAPL) 2.0 $14M +5% 106k 132.69
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.7 $12M 107k 116.21

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.4 $9.6M +2916% 75k 127.55
Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $9.5M +311% 150k 63.82
Citigroup Com New (C) 1.3 $9.3M -3% 151k 61.66
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $9.2M +45% 100k 91.90
Ishares Tr Msci Eafe Etf (EFA) 1.3 $8.9M +5% 122k 72.96
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $8.6M -29% 36k 241.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $8.2M -21% 22k 373.89
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.1 $8.0M +16% 169k 47.21
Sinclair Broadcast Group Cl A (SBGI) 1.1 $7.5M 236k 31.85
Microsoft Corporation (MSFT) 1.0 $7.1M 32k 222.42
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.9 $6.7M 134k 49.79
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $6.5M +9% 51k 128.03
Peloton Interactive Cl A Com (PTON) 0.9 $6.4M 42k 151.72
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $5.7M +5% 27k 206.78
At&t (T) 0.8 $5.4M -7% 187k 28.76
Ishares Tr Msci Eafe Min Vl (EFAV) 0.7 $5.3M -4% 72k 73.42
Vanguard World Mega Grwth Ind (MGK) 0.7 $5.0M -6% 25k 203.76
Catalent (CTLT) 0.7 $4.6M 45k 104.07
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $4.5M 81k 55.17
JPMorgan Chase & Co. (JPM) 0.6 $4.0M 31k 127.07
Target Corporation (TGT) 0.5 $3.9M 22k 176.55
Thermo Fisher Scientific (TMO) 0.5 $3.7M 7.9k 465.69
Vanguard Index Fds Small Cp Etf (VB) 0.5 $3.5M +4% 18k 194.66
Kla Corp Com New (KLAC) 0.4 $3.1M 12k 258.91
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $3.1M -32% 22k 141.19
Fiserv (FISV) 0.4 $3.0M 26k 113.87
Trane Technologies SHS (TT) 0.4 $2.9M 20k 145.18
Cisco Systems (CSCO) 0.4 $2.9M +2% 65k 44.75
Facebook Cl A (FB) 0.4 $2.9M 11k 273.19
Amazon (AMZN) 0.4 $2.9M +20% 877.00 3256.56
Intel Corporation (INTC) 0.4 $2.8M +6% 56k 49.81
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $2.8M 30k 92.84
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $2.7M 49k 55.18
Wal-Mart Stores (WMT) 0.4 $2.6M 18k 144.13
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $2.6M +98% 25k 102.64
Mastercard Incorporated Cl A (MA) 0.4 $2.6M 7.2k 356.98
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.6M -2% 1.5k 1752.38
Danaher Corporation (DHR) 0.3 $2.5M 11k 222.12
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $2.4M 21k 118.18
Walt Disney Company (DIS) 0.3 $2.4M 13k 181.21
Union Pacific Corporation (UNP) 0.3 $2.3M 11k 208.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.3M -27% 7.3k 313.69
Aptiv SHS (APTV) 0.3 $2.2M 17k 130.30
Lowe's Companies (LOW) 0.3 $2.2M +2% 14k 160.52
Home Depot (HD) 0.3 $2.2M 8.2k 265.66
Darden Restaurants (DRI) 0.3 $2.2M 18k 119.13
Stryker Corporation (SYK) 0.3 $2.1M 8.7k 244.99
Pfizer (PFE) 0.3 $2.1M 58k 36.81
NVIDIA Corporation (NVDA) 0.3 $2.1M 4.0k 522.13
Ameriprise Financial (AMP) 0.3 $2.1M -6% 11k 194.31
Johnson & Johnson (JNJ) 0.3 $2.0M 13k 157.35
Verizon Communications (VZ) 0.3 $2.0M 34k 58.75
Bank of America Corporation (BAC) 0.3 $2.0M +2% 66k 30.30
Travelers Companies (TRV) 0.3 $1.9M 14k 140.40
Roper Industries (ROP) 0.3 $1.9M 4.3k 431.23
Quanta Services (PWR) 0.3 $1.8M -2% 25k 72.03
Cummins (CMI) 0.2 $1.7M 7.5k 227.05
Chevron Corporation (CVX) 0.2 $1.7M -3% 20k 84.43
Merck & Co (MRK) 0.2 $1.7M 20k 81.79
Hp (HPQ) 0.2 $1.7M +3% 68k 24.59
Alexion Pharmaceuticals (ALXN) 0.2 $1.7M +2% 11k 156.20
Vanguard World Mega Cap Val Etf (MGV) 0.2 $1.6M -2% 19k 86.81
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.6M -34% 14k 118.93
McKesson Corporation (MCK) 0.2 $1.6M 9.3k 173.90
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.6M +15% 31k 51.66
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.6M -2% 12k 138.11
Capital One Financial (COF) 0.2 $1.6M 16k 98.83
Marriott Intl Cl A (MAR) 0.2 $1.5M 12k 131.94
Allstate Corporation (ALL) 0.2 $1.5M 14k 109.93
Unum (UNM) 0.2 $1.5M +2% 63k 22.94
UnitedHealth (UNH) 0.2 $1.4M +2% 4.0k 350.78
Ecolab (ECL) 0.2 $1.4M 6.5k 216.36
Howard Ban (HBMD) 0.2 $1.3M 111k 11.81
LKQ Corporation (LKQ) 0.2 $1.3M 37k 35.23
CVS Caremark Corporation (CVS) 0.2 $1.3M -2% 19k 68.33
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.3M 6.5k 194.64
Constellation Brands Cl A (STZ) 0.2 $1.2M +2% 5.5k 218.98
International Business Machines (IBM) 0.2 $1.2M +9% 9.5k 125.84
Lockheed Martin Corporation (LMT) 0.2 $1.2M 3.3k 354.98
Stanley Black & Decker (SWK) 0.2 $1.1M 6.3k 178.47
Public Service Enterprise (PEG) 0.2 $1.1M 19k 58.31
Host Hotels & Resorts (HST) 0.2 $1.1M +8% 74k 14.63
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.1M +286% 15k 72.24
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.1M -63% 24k 44.81
Allegion Ord Shs (ALLE) 0.1 $1.0M 9.0k 116.33
Tyson Foods Cl A (TSN) 0.1 $1.0M +2% 16k 64.44
Norfolk Southern (NSC) 0.1 $1.0M 4.3k 237.61
Visa Com Cl A (V) 0.1 $1.0M 4.6k 218.82
Raytheon Technologies Corp (RTX) 0.1 $1.0M -7% 14k 71.47
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $993k 8.3k 120.23
Spdr Ser Tr Bloomberg Brclys (JNK) 0.1 $985k +1017% 9.0k 108.91
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $984k +2053% 19k 50.77
Procter & Gamble Company (PG) 0.1 $973k 7.0k 139.18
Walgreen Boots Alliance (WBA) 0.1 $969k +2% 24k 39.89
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $950k -2% 18k 52.20
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $929k +76% 11k 86.31
Oracle Corporation (ORCL) 0.1 $920k -9% 14k 64.71
Ingersoll Rand (IR) 0.1 $884k 19k 45.54
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $882k -28% 6.2k 142.14
Spdr Gold Tr Gold Shs (GLD) 0.1 $874k +6% 4.9k 178.29
Avery Dennison Corporation (AVY) 0.1 $873k 5.6k 155.09
Alaska Air (ALK) 0.1 $843k +6% 16k 51.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $827k 3.6k 231.98
DTE Energy Company (DTE) 0.1 $823k 6.8k 121.44
CF Industries Holdings (CF) 0.1 $806k 21k 38.69
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $798k NEW 53k 15.17
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $786k -18% 20k 38.49
Nuveen Insd Dividend Advantage (NVG) 0.1 $784k +9242% 47k 16.78
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $749k 11k 67.84
Tesla Motors (TSLA) 0.1 $749k +4% 1.1k 705.94
Crowdstrike Hldgs Cl A (CRWD) 0.1 $748k +17550% 3.5k 211.90
Valero Energy Corporation (VLO) 0.1 $732k -9% 13k 56.56
Brown & Brown (BRO) 0.1 $730k 15k 47.43
Abbott Laboratories (ABT) 0.1 $729k 6.7k 109.53
Eli Lilly & Co. (LLY) 0.1 $694k 4.1k 168.77
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $690k 5.2k 132.95
Ishares Silver Tr Ishares (SLV) 0.1 $662k 27k 24.58
Accenture Plc Ireland Shs Class A (ACN) 0.1 $653k 2.5k 261.20
G1 Therapeutics (GTHX) 0.1 $634k 35k 17.99
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $624k +610% 5.4k 115.86
Select Sector Spdr Tr Technology (XLK) 0.1 $585k -11% 4.5k 129.91
Alphabet Cap Stk Cl C (GOOG) 0.1 $582k +3% 332.00 1753.01
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $580k NEW 36k 16.11
Sealed Air (SEE) 0.1 $567k 12k 45.76
ConocoPhillips (COP) 0.1 $555k -2% 14k 40.00
Western Asset Municipal Partners Fnd (MNP) 0.1 $538k NEW 36k 14.94
Spdr Ser Tr Factst Inv Etf (XITK) 0.1 $531k -14% 2.5k 214.89
Cincinnati Financial Corporation (CINF) 0.1 $524k 6.0k 87.33
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $518k 9.3k 56.00
Costco Wholesale Corporation (COST) 0.1 $516k +4% 1.4k 376.64
Boeing Company (BA) 0.1 $506k +21% 2.4k 214.23
Pepsi (PEP) 0.1 $505k 3.4k 148.31
Texas Instruments Incorporated (TXN) 0.1 $503k 3.1k 164.00
Novartis Sponsored Adr (NVS) 0.1 $476k 5.0k 94.39
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.1 $474k -15% 2.1k 227.99
Cass Information Systems (CASS) 0.1 $469k 12k 38.93
Abbvie (ABBV) 0.1 $452k +11% 4.2k 107.16
Truist Financial Corp equities (TFC) 0.1 $446k +5% 9.3k 47.88
Eaton Corp SHS (ETN) 0.1 $442k 3.7k 120.04
Exxon Mobil Corporation (XOM) 0.1 $441k -2% 11k 41.19
Sempra Energy (SRE) 0.1 $433k 3.4k 127.28
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $432k 4.7k 91.66
State Street Corporation (STT) 0.1 $432k -4% 5.9k 72.79
General Electric Company (GE) 0.1 $427k -10% 40k 10.79
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.1 $426k 7.9k 54.07
McDonald's Corporation (MCD) 0.1 $425k 2.0k 214.65
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $415k +9% 1.8k 232.75
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC) 0.1 $413k 4.4k 93.46
Netflix (NFLX) 0.1 $408k +7% 755.00 540.40
Nextera Energy (NEE) 0.1 $400k +307% 5.2k 77.12
American Tower Reit (AMT) 0.1 $397k 1.8k 224.42
Prudential Financial (PRU) 0.1 $397k +3% 5.1k 78.03
Kohl's Corporation (KSS) 0.1 $396k -7% 9.7k 40.69
Ishares Tr Russell 2000 Etf (IWM) 0.1 $393k 2.0k 196.30
Vanguard World Fds Health Car Etf (VHT) 0.1 $393k -7% 1.8k 223.93
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $392k -13% 1.8k 212.12
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $390k +100% 3.4k 114.24
Bristol Myers Squibb (BMY) 0.1 $389k -4% 6.3k 62.03
TJX Companies (TJX) 0.1 $379k +4% 5.5k 68.35
Ferrari Nv Ord (RACE) 0.1 $356k -18% 1.6k 229.68
Unilever Spon Adr New (UL) 0.1 $356k NEW 5.9k 60.32
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $353k +4% 4.9k 72.45
Iqvia Holdings (IQV) 0.0 $347k -10% 1.9k 179.42
Blackstone Group Com Cl A (BX) 0.0 $346k -5% 5.3k 64.79
Equinix (EQIX) 0.0 $339k 474.00 715.19
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $335k 4.9k 68.54
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $334k +216% 3.7k 90.69
Nucor Corporation (NUE) 0.0 $333k 6.3k 53.26
SYSCO Corporation (SYY) 0.0 $332k 4.5k 74.29
Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) 0.0 $332k 8.0k 41.50
Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) 0.0 $331k 6.4k 51.97
Duke Energy Corp Com New (DUK) 0.0 $331k 3.6k 91.46
Honeywell International (HON) 0.0 $329k +17% 1.5k 212.81
Hollyfrontier Corp (HFC) 0.0 $327k +5% 13k 25.89
Ishares Msci Emerg Mrkt (EEMV) 0.0 $324k 5.3k 61.06
Boyd Gaming Corporation (BYD) 0.0 $322k 7.5k 42.93
Invesco Exchange Traded Fd T Dwa Healthcare (PTH) 0.0 $318k 2.0k 159.96
PNC Financial Services (PNC) 0.0 $318k -9% 2.1k 148.95
Vanguard Index Fds Growth Etf (VUG) 0.0 $315k 1.2k 253.01
Carrier Global Corporation (CARR) 0.0 $311k -2% 8.2k 37.75
Qualcomm (QCOM) 0.0 $305k +10% 2.0k 152.12
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $305k 5.9k 51.72
salesforce (CRM) 0.0 $302k 1.4k 222.39
Ishares Tr Us Industrials (IYJ) 0.0 $299k +132% 3.1k 97.01
Hasbro (HAS) 0.0 $297k 3.2k 93.57
Amgen (AMGN) 0.0 $296k +8% 1.3k 229.64
Omega Healthcare Investors (OHI) 0.0 $294k -2% 8.1k 36.27
Gold Trust Ishares (IAU) 0.0 $286k 16k 18.14
Comcast Corp Cl A (CMCSA) 0.0 $280k +9% 5.3k 52.47
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $278k -8% 3.3k 84.81
BlackRock (BLK) 0.0 $277k +16% 384.00 721.35
NVR (NVR) 0.0 $277k -32% 68.00 4073.53
stock (SPLK) 0.0 $274k -12% 1.6k 169.87
Global X Fds Fintech Etf (FINX) 0.0 $272k -4% 5.8k 46.64
3M Company (MMM) 0.0 $271k +4% 1.6k 174.73
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $271k -18% 2.7k 100.89
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $269k 1.1k 246.34
Ishares Tr Exponential Tech (XT) 0.0 $268k -4% 4.7k 57.22
Otis Worldwide Corp (OTIS) 0.0 $266k -3% 3.9k 67.43
Caterpillar (CAT) 0.0 $263k +9% 1.4k 182.13
Ishares Tr U.s. Tech Etf (IYW) 0.0 $249k +300% 2.9k 84.98
Opko Health (OPK) 0.0 $241k 61k 3.95
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $239k +114% 2.9k 81.18
Workday Cl A (WDAY) 0.0 $238k -21% 992.00 239.92
Ishares Tr Us Aer Def Etf (ITA) 0.0 $237k +98% 2.5k 94.57
Anthem (ANTM) 0.0 $232k -9% 723.00 320.89
Xcel Energy (XEL) 0.0 $226k 3.4k 66.71
Tomi Environmental Solutions Com New (TOMZ) 0.0 $223k NEW 49k 4.57
Enterprise Financial Services (EFSC) 0.0 $223k 6.4k 34.96
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $222k 2.1k 108.29
Invesco Exchange Traded Fd T Dynmc Semicndt (PSI) 0.0 $221k -7% 2.1k 104.94
Clearway Energy Cl A (CWEN.A) 0.0 $217k -3% 7.3k 29.54
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $215k +94% 2.8k 77.45
CSX Corporation (CSX) 0.0 $213k 2.4k 90.64
Ameris Ban (ABCB) 0.0 $213k 5.6k 38.12
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.0 $209k 4.2k 49.44
Global X Fds Lnty Thmtc Etf (LNGR) 0.0 $207k 7.4k 27.94
Axsome Therapeutics (AXSM) 0.0 $204k 2.5k 81.60
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $201k 1.9k 104.36
Vanguard World Fds Financials Etf (VFH) 0.0 $197k -8% 2.7k 72.83
Ishares Tr Eafe Value Etf (EFV) 0.0 $196k 4.1k 47.24
UGI Corporation (UGI) 0.0 $194k -9% 5.6k 34.94
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.0 $189k NEW 3.7k 50.94
Ishares Tr Select Divid Etf (DVY) 0.0 $187k +3% 1.9k 96.29
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.0 $183k -11% 1.6k 113.31
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $181k 2.7k 66.16
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $178k -10% 1.1k 161.23
Ishares Tr Blackrock Ultra (ICSH) 0.0 $178k -23% 3.5k 50.42
Innovator Etfs Tr Ibd 50 Etf (FFTY) 0.0 $177k 4.3k 40.97
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $174k 2.0k 88.91
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.0 $174k 11k 15.77
Skyworks Solutions (SWKS) 0.0 $173k 1.1k 152.69
Lincoln National Corporation (LNC) 0.0 $172k -13% 3.4k 50.22
Delta Air Lines Inc Del Com New (DAL) 0.0 $170k +4% 4.2k 40.09
Sarepta Therapeutics (SRPT) 0.0 $163k 954.00 170.86
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $161k 525.00 306.67

Past Filings by BDO Wealth Advisors

SEC 13F filings are viewable for BDO Wealth Advisors going back to 2017