In This Article:
Blue Bell, PA, based Investment company Blue Bell Private Wealth Management, Llc (Current Portfolio) buys iShares Core S&P 500 ETF, Apple Inc, Microsoft Corp, Liberty All Star Equity Fund, CSX Corp, sells Dividend and Income Fund, Liberty All Star Growth Fund Inc, SPDR Portfolio S&P 500 Growth ETF, Central Securities Corp, Innovator U.S. Equity Buffer ETF - April during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Blue Bell Private Wealth Management, Llc. As of 2021Q4, Blue Bell Private Wealth Management, Llc owns 838 stocks with a total value of $377 million. These are the details of the buys and sells.
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New Purchases: AAPL, MSFT, CSX, JNJ, PFE, AMZN, INTC, GOOG, GOOGL, DIS, JPM, WMT, BIGZ, HD, TSLA, FB, ECAT, VHT, XOM, NVDA, FAUG, WTRG, BAC, MRK, MS, UNP, WFC, CHTR, EPAM, ABC, BMTC, CVS, LLY, HUM, LNC, OCFC, ORCL, PPG, TGT, TMO, NIE, BUFR, FJUL, MO, BMO, BRK.B, CSCO, COST, LRCX, NVR, PEP, PG, TJX, TD, RTX, USNA, VZ, BETZ, FNOV, IBB, IPAY, VEA, CB, AEP, F, FULT, GD, LHX, PNC, PEG, QCOM, SYY, TSM, TTWO, USB, BX, TEL, ANET, XLF, MMM, T, ABT, ACN, ADBE, AMD, APD, AIG, BLK, BA, BMY, C, KO, CMCSA, GLW, DHR, DVA, D, ETN, EPD, M, GRMN, GE, GS, IBM, ISRG, JCI, KEY, KMB, KLIC, MAR, MRVL, MCD, MDT, MU, MSI, NKE, NVS, NUE, PXD, BKNG, PRU, RY, CRM, STX, SEE, SBUX, TER, TXN, UNH, XLNX, PEO, NQP, MA, SQM, DFS, ULTA, V, AVGO, GNRC, GM, ABBV, CDW, BABA, SYF, SHOP, PYPL, DOW, CTVA, CRWD, ORGN, DGRO, EFA, FAN, FOCT, GEM, HEFA, ICLN, IFRA, IGV, IJR, JEPI, MSOS, PAUG, PAVE, PSY, QTUM, SMOG, VEU, VUG, XBI, XRT, ABB, CLFD, ASML, ATVI, ASX, AFL, AKAM, MATX, ALL, AXP, AWR, AMGN, APH, ANSS, APOG, AMAT, RIOT, AZN, AN, ADP, BP, GOLD, BDX, BBY, BIIB, BHC, SAM, BG, CECE, CF, CDNS, CWT, CPB, CNI, COF, CUK, CVCO, CE, CAR, FIS, SCHW, CHKP, CVX, CIEN, CRUS, CLF, COHU, CAG, COP, CPA, CPRT, DHI, DE, DB, DXCM, DEO, DKS, WINT, DD, DUK, DRRX, EW, EME, EMKR, EMR, ENB, ETD, EVOL, EXAS, NEE, FDX, FISV, FCX, GME, GPC, GILD, GSK, GT, GBX, HMY, HPQ, HOLX, IDA, IMMR, IFF, ITI, JBL, J, KBH, KVHI, KAI, LBTYA, LGF.B, LAD, LMT, MTB, MDC, MFC, MCS, MAS, MAT, MKC, MET, MCHP, MGI, VTRS, NRP, NFLX, NOK, NDSN, NVAX, OLN, ASGN, GTBP, PPL, ARGO, PTC, PAYX, PENN, PRGO, PDCE, PHG, BPOP, NTR, POWI, PFG, PRGS, PFS, PHM, PWR, RRD, RPM, BB, ROL, SAP, SEIC, SJW, SIVB, SFE, SNY, SPNS, SMG, SCI, SIRI, SWKS, SWBI, SAH, SO, SCCO, LUV, SRCL, STRL, SLF, NLOK, TDY, TEVA, TPL, TWI, TM, TSCO, RIG, WEN, UCTT, UAA, UL, UCBI, UMC, UVSP, UNM, VFC, VRTX, VSH, VOD, WAB, WM, WAT, WDC, WSM, WWE, ZBRA, DZSI, EBAY, IRBT, CMG, RDS.B, SCD, TECK, HIL, CAF, OC, AIMC, ARAY, BR, DNN, CLNE, JAZZ, LULU, VMW, MELI, TITN, ICL, PM, TAK, EC, OCSL, STLA, ABUS, BEEM, VRSK, DG, LEA, SPSC, IHD, AMRS, AGRO, NPTN, KMI, HCA, CLSK, MOS, TMDI, UI, ACHC, VAC, STKS, APTV, ZNGA, CPRI, RDUS, MTDR, SPLK, PSX, PNR, QLYS, PLAY, RH, PRTA, FUBO, FWONA, ZTS, SEAS, IQV, AVHOQ, ESI, VEEV, TWTR, VCYT, ALLE, AAL, KN, PCTY, TWOU, BGSF, JD, AY, MTLS, ACB, FWONK, LC, LBRDA, LBRDK, GDDY, KRNT, ETSY, PRTY, ADAP, LILA, LILAK, RPD, PJT, NVCR, WSC, SQ, RMR, EDIT, UA, BATRA, BATRK, LSXMA, LSXMK, SITE, TWLO, AMR, TTD, ELF, DFIN, AZRE, CWH, CRSP, ADNT, ORGO, VREX, SNAP, OKTA, FND, ALTM, APPN, NBRV, MGY, ROKU, MDB, FNKO, CURO, PACK, DBX, UBX, TALO, ITRM, SONO, ARLO, IMXI, NIO, MNTV, YETI, TWST, DELL, JMIA, PINS, ZM, UBER, KTB, IAA, INMD, NET, DDOG, PTON, CCAC, DADA, NKLA, LI, RKT, MIR, SNOW, PLTR, ASAN, PSTH, ATHA, CMPS, RBAC, BTAQ, LEV, BTWNU, FSR, CRHC, MP, SEAH, IGAC, QS, IPOF, ABNB, LAZR, UPST, HZON, DM, HTOO, XPOA, XL, GOEV, GNOG, DNMR, AFRM, PIPP, RBLX, BTNB, FTCV, ALTU, SPAQ.U, SPAQ.U, DOCN, GSQD, COIN, ASTS, PATH, SNII, SQSP, ZEV, OGN, CHPT, CHPT, TASK, SOFI, SOFI, UPH, ME, CFLT, PWP, BODY, ELMS, PAYO, AVPT, UP, ENVX, MTTR, DNA, IONQ, SEAT, KD, RENT, RENT, WEJO, BZFD, BBAI, ANEW, ARKF, ARKQ, ARKX, AZAL, BIGY, BTEK, BUZZ, CAPE, CHB, CHNA, CNRG, CORN, CPER, DRIV, EET, EFG, EFV, EJAN, EMGF, EMQQ, EPI, ERTH, ESGE, ESGU, FDHT, FDRV, FFTY, FIDU, FINX, FTXL, GDX, GINN, GNOM, GSFP, GSLC, GSSC, GSUS, GTEK, GVIP, HAIL, HDRO, HJEN, IDAT, IDNA, IDRV, IEFA, IEHS, IEMG, IHI, IJH, IPO, IRBO, ITB, IVE, IXG, IXN, IYH, IYT, LOUP, META, MOO, MTUM, NFTZ, PBE, PBW, PEZ, PPH, PPLT, PSI, QCLN, QQQJ, QUAL, ROBO, ROBT, RPV, SCHH, SIL, SMLF, SNSR, SPAK, SPCX, SPLV, SPXZ, SSO, SWAN, TAN, TECB, THNQ, TOKE, TPAY, TYNE, URA, USMV, UWM, VAW, VCSH, VLUE, VTEB, VXX, XLB, XLE, XOP, XOUT, XSD, XTN,
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Added Positions: IVV, USA, SCHA, IWM, MXE, BOCT, GAM, RMT, BDEC, GRX, BSEP, BIF, NFJ, HACK, SCHM, ONLN, SCHF, AEF, GDV, CUBA, AIO, ASA, JEQ, IWF, IBUY, PSEP, VTWO, SCHC, EEA, BMEZ, SWZ, RCG, SCHK, LIT, IZRL, IYE, XLI, IWD, ITEQ, IHAK, ESPO, DTEC, CNCR, CIBR, BOTZ, BMAR, BJUL, IFN, IIF,
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Reduced Positions: SPY, RVT, SCHX, VTI, ASG, ADX, VOO, SCHB, CET, BAPR, SPE, CII, FUND, SCHV, DIA, BSTZ, BXMX, RSP, SPYV, SGOL, SCHE, FEU, VV, MJ, JOF, FIVG, HON, BOE, BLCN, ARKW, GGZ, ARKK, XDAP, AOD, VIG, ARKG, SLV, FJUN, SCHP, EEM, QTAP, PAPR,
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Sold Out: DNIF, SPYG, INFL, VCIF, ETV,