Blue Bell Private Wealth Management, LLC - Q42025 Holdings

Blue Bell Private Wealth Management, LLC holds 723 stocks with a total portfolio value of $ 682.1M as of Q42025. In Q42025, Blue Bell Private Wealth Management, LLC added 27 new positions, increased stakes in 187 stocks, reduced 205 holdings, and fully exited 35 positions. The largest holding is State Str Spdr S&P 500 Etf Tr Tr Unit (SPY), representing 22.44% of the total portfolio.