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Institutional Investment Manager
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (CIK: 0001352860) incorporated in Delaware, located at Blue Bell Executive Campus, Blue Bell, PA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q2)
Portfolio Summary: 406 holdings with a total value of $165,591,000.
#
Name
Shares
Value ($)
%
Options
Notes
401 GENERAL AMERN INVS CO INC 209,406 7,710,000 4.66%
402 SCHWAB U.S. BROAD MARKET ETF 170,131 8,119,000 4.90%
403 TRI CONTL CORP 388,747 8,156,000 4.93%
404 DIAMONDS TRUST SER I 54,128 9,088,000 5.49%
405 SCHWAB U.S. LARGE-CAP ETF 308,497 14,447,000 8.72%
406 SPDR S&P 500 ETF TR 129,099 25,267,000 15.26%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001352860-14-000003, filed 2014.07.29).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.