Institutions / BDO Wealth Advisors, LLC
BDO Wealth Advisors, LLC
CIK 1713458 · Institution · as of Jun 30, 2023
Portfolio value
$871.87M
Positions
978
As of
Jun 30, 2023
Portfolio trend
Portfolio value
$871.87M+6.9%Positions
978-7.4%Top holdings
Jun 30, 2023View all 978 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares TrIEFA | $57.92M | 6.6% |
| Invesco Exchange Traded Fd TRSP | $45.34M | 5.2% |
| iSHARES TRUST | $39.84M | 4.6% |
| iShares TrIJH | $36.01M | 4.1% |
| iSHARES TRUST | $32.10M | 3.7% |
| iShares IncIEMG | $28.70M | 3.3% |
| Apple IncAAPL | $27.05M | 3.1% |
| PIMCO ETF TrMINT | $26.77M | 3.1% |
| Vanguard Scottsdale FdsVCSH | $24.11M | 2.8% |
| SPDR S&P Midcap 400 ETF TrMDY | $16.44M | 1.9% |
| Bank of America Corp /DeBAC | $15.78M | 1.8% |
| Vanguard Intl Equity Index FVWO | $15.47M | 1.8% |
| iSHARES TRUST | $14.72M | 1.7% |
| iShares IncEMXC | $14.15M | 1.6% |
| iShares TrIVE | $13.72M | 1.6% |
| Microsoft CorpMSFT | $12.67M | 1.5% |
| SPDR S&P 500 ETF TrSPY | $10.94M | 1.3% |
| iShares TrEEM | $10.82M | 1.2% |
| iShares TrIVW | $10.21M | 1.2% |
| Vanguard Tax-Managed FdsVEA | $8.77M | 1.0% |
| iSHARES TRUST | $8.41M | 1.0% |
| Vanguard Bd Index FdsBSV | $8.07M | 0.9% |
| Alphabet Inc.GOOG | $7.54M | 0.9% |
| Facebook IncFB | $6.73M | 0.8% |
| JPMorgan Chase & CoJPM | $6.72M | 0.8% |
Activity
Jun 30, 2023View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2022 as of | Add Other (per filing) | iSHARES TRUST fund | $19.03M | +218K +20.48% | 1,279,771 12.84% of portfolio | medium |
| Q4 2022 as of | Trim Other (per filing) | IEFA Iefa | $-15.29M | -248K -22.94% | 832,859 5.89% of portfolio | medium |
| Q2 2023 as of | Add Other (per filing) | Bank of America Corp /De common | $13.11M | +457K +491.13% | 549,985 1.81% of portfolio | medium |
| Q3 2022 as of |