Blue Bell Private Wealth Management, LLC - Q12026 Holdings

Blue Bell Private Wealth Management, LLC holds 724 stocks with a total portfolio value of $ 695.65M as of Q12026. In Q12026, Blue Bell Private Wealth Management, LLC added 61 new positions, increased stakes in 229 stocks, reduced 161 holdings, and fully exited 60 positions. The largest holding is State Street Spdr S&P 500 Etf (SPY), representing 20.29% of the total portfolio.