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Home > Institutional Investor > Blue Bell Private Wealth Management, Llc > Profile

Instuitional Investor - Blue Bell Private Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Blue Bell Private Wealth Management, Llc
Portfolio Value	$598,523,314

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr S & P 500 Etf Trust	SPY	239,367	$147,893,171	24.71%
2.	General American Investors Co Inc	GAM	733,863	$41,125,669	6.87%
3.	Schwab Strategic Trust	FNDF	833,995	$20,382,830	3.41%
4.	Adams Diversified Equity Fund Inc.	ADX	934,213	$20,281,765	3.39%
5.	Schwab Strategic Trust	FNDF	619,457	$14,761,659	2.47%