$815 Million is the total value of BDO Wealth Advisors, LLC's 1058 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 16.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFA | Sell | ISHARES TRmsci eafe etf | $39,902,645 | +6.4% | 557,923 | -2.4% | 4.89% | +5.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $33,937,293 | +2.0% | 135,662 | -1.4% | 4.16% | +0.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $29,391,125 | +5.0% | 71,497 | -1.9% | 3.60% | +3.6% |
| IEMG | Sell | ISHARES INCcore msci emkt | $28,659,252 | +3.2% | 587,400 | -1.2% | 3.52% | +1.9% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $25,852,010 | -1.5% | 260,474 | -2.1% | 3.17% | -2.9% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $24,739,603 | -3.5% | 324,539 | -4.9% | 3.03% | -4.8% |
| AAPL | Sell | APPLE INC | $22,500,217 | +11.9% | 136,448 | -11.8% | 2.76% | +10.4% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $15,805,955 | +1.6% | 34,480 | -1.9% | 1.94% | +0.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $15,485,606 | +2.8% | 383,307 | -0.8% | 1.90% | +1.4% |
| IXUS | Sell | ISHARES TRcore msci total | $14,231,919 | +4.0% | 229,732 | -2.9% | 1.74% | +2.5% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $13,975,798 | -4.0% | 182,714 | -5.6% | 1.71% | -5.3% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $13,338,706 | +1.5% | 87,893 | -3.0% | 1.64% | +0.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $10,970,167 | -1.5% | 278,007 | -5.4% | 1.34% | -2.8% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $9,595,146 | +8.4% | 150,182 | -0.8% | 1.18% | +6.9% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $7,740,501 | +4.1% | 85,483 | -2.5% | 0.95% | +2.7% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $6,822,762 | -0.8% | 92,412 | -3.5% | 0.84% | -2.1% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $5,874,190 | +2.0% | 27,850 | -1.5% | 0.72% | +0.6% |
| KLAC | Sell | KLA CORP | $5,146,799 | -0.1% | 12,894 | -5.6% | 0.63% | -1.4% |
| CSCO | Sell | CISCO SYS INC | $4,809,701 | +3.9% | 92,008 | -5.3% | 0.59% | +2.6% |
| FB | Sell | META PLATFORMS INCcl a | $4,435,057 | +51.1% | 20,926 | -14.2% | 0.54% | +49.0% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $4,343,649 | -15.1% | 91,349 | -16.1% | 0.53% | -16.2% |
| AMZN | Sell | AMAZON COM INC | $4,318,969 | +15.7% | 41,814 | -5.9% | 0.53% | +14.2% |
| HD | Sell | HOME DEPOT INC | $4,051,852 | -14.1% | 13,730 | -8.0% | 0.50% | -15.2% |
| EFV | Sell | ISHARES TReafe value etf | $3,930,479 | -0.7% | 80,991 | -6.1% | 0.48% | -2.0% |
| TGT | Sell | TARGET CORP | $3,894,813 | +6.2% | 23,515 | -4.4% | 0.48% | +4.8% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $3,900,712 | -65.5% | 31,441 | -68.3% | 0.48% | -66.0% |
| NVDA | Sell | NVIDIA CORPORATION | $3,795,991 | +81.2% | 13,666 | -4.7% | 0.47% | +79.2% |
| QQEW | Sell | FIRST TR NAS100 EQ WEIGHTED | $3,768,657 | +8.6% | 37,443 | -4.2% | 0.46% | +7.2% |
| FISV | Sell | FISERV INC | $3,731,799 | +8.9% | 33,016 | -2.6% | 0.46% | +7.5% |
| CRM | Sell | SALESFORCE INC | $3,649,182 | +46.7% | 18,266 | -2.6% | 0.45% | +45.0% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,639,613 | -30.7% | 23,632 | -31.7% | 0.45% | -31.7% |
| INTC | Sell | INTEL CORP | $3,600,313 | +20.2% | 110,202 | -2.8% | 0.44% | +18.8% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $3,564,289 | +18.1% | 17,428 | -0.6% | 0.44% | +16.5% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $3,465,020 | +4.1% | 9,535 | -0.4% | 0.42% | +2.7% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $3,417,652 | +9.8% | 13,988 | -3.8% | 0.42% | +8.3% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $3,365,289 | +4.7% | 49,746 | -1.6% | 0.41% | +3.5% |
| Sell | BLACKSTONE SECD LENDING FD | $3,349,795 | +10.2% | 134,368 | -1.2% | 0.41% | +8.7% | |
| DRI | Sell | DARDEN RESTAURANTS INC | $3,256,116 | +7.8% | 20,986 | -3.9% | 0.40% | +6.1% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $3,257,184 | -17.2% | 24,847 | -11.0% | 0.40% | -18.4% |
| MCK | Sell | MCKESSON CORP | $3,256,839 | -10.2% | 9,147 | -5.4% | 0.40% | -11.5% |
| X | Sell | UNITED STATES STL CORP NEW | $3,164,170 | +3.8% | 121,233 | -0.4% | 0.39% | +2.4% |
| LOW | Sell | LOWES COS INC | $3,121,731 | -5.1% | 15,611 | -5.4% | 0.38% | -6.4% |
| WMT | Sell | WALMART INC | $3,109,651 | +2.3% | 21,090 | -1.6% | 0.38% | +0.8% |
| AMP | Sell | AMERIPRISE FINL INC | $3,081,414 | -1.7% | 10,054 | -0.2% | 0.38% | -3.1% |
| CVX | Sell | CHEVRON CORP NEW | $3,032,777 | -16.8% | 18,588 | -8.5% | 0.37% | -17.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,896,572 | -2.1% | 9,381 | -2.0% | 0.36% | -3.5% |
| PFE | Sell | PFIZER INC | $2,801,844 | -23.7% | 68,673 | -4.1% | 0.34% | -24.6% |
| DIS | Sell | DISNEY WALT CO | $2,720,181 | +12.4% | 27,166 | -2.5% | 0.33% | +11.0% |
| SYK | Sell | STRYKER CORPORATION | $2,705,642 | +14.5% | 9,478 | -1.9% | 0.33% | +12.9% |
| DHR | Sell | DANAHER CORPORATION | $2,705,741 | -8.7% | 10,735 | -3.9% | 0.33% | -10.0% |
| IGSB | Sell | ISHARES TR | $2,656,571 | -6.5% | 52,564 | -7.8% | 0.33% | -7.6% |
| LKQ | Sell | LKQ CORP | $2,635,616 | -2.7% | 46,434 | -8.4% | 0.32% | -4.2% |
| MRK | Sell | MERCK & CO INC | $2,552,819 | -5.5% | 23,995 | -1.4% | 0.31% | -6.8% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,552,888 | -3.1% | 13,467 | -6.2% | 0.31% | -4.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,545,435 | -19.7% | 16,422 | -8.5% | 0.31% | -20.8% |
| TRV | Sell | TRAVELERS COMPANIES INC | $2,510,937 | -10.4% | 14,649 | -2.0% | 0.31% | -11.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,337,322 | -9.0% | 60,101 | -7.8% | 0.29% | -10.0% |
| APTV | Sell | APTIV PLC | $2,338,426 | +17.2% | 20,843 | -2.7% | 0.29% | +15.7% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $2,290,816 | +10.9% | 2,788 | -2.6% | 0.28% | +9.3% |
| REM | Sell | ISHARES TRmortge rel etf | $2,206,651 | -27.6% | 101,037 | -24.8% | 0.27% | -28.5% |
| URI | Sell | UNITED RENTALS INC | $2,193,619 | +2.8% | 5,543 | -7.7% | 0.27% | +1.5% |
| PWR | Sell | QUANTA SVCS INC | $2,114,887 | +8.8% | 12,691 | -7.0% | 0.26% | +7.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,097,177 | +5.6% | 20,165 | -9.9% | 0.26% | +4.0% |
| TSLA | Sell | TESLA INC | $2,074,187 | +39.9% | 9,998 | -16.9% | 0.25% | +38.0% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $1,964,440 | +1.0% | 4,458 | -1.0% | 0.24% | -0.4% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,938,612 | -10.2% | 19,796 | -7.5% | 0.24% | -11.2% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,843,294 | -11.3% | 3,900 | -0.5% | 0.23% | -12.4% |
| ALL | Sell | ALLSTATE CORP | $1,773,955 | -19.0% | 16,009 | -0.9% | 0.22% | -19.9% |
| WAB | Sell | WABTEC | $1,757,056 | -1.8% | 17,386 | -3.0% | 0.22% | -3.2% |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,717,901 | -2.9% | 3,634 | -0.1% | 0.21% | -4.1% |
| XOM | Sell | EXXON MOBIL CORP | $1,696,132 | -4.2% | 15,467 | -3.6% | 0.21% | -5.5% |
| CVS | Sell | CVS HEALTH CORP | $1,684,207 | -23.7% | 22,665 | -4.3% | 0.21% | -24.5% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $1,681,872 | -19.5% | 48,637 | -13.1% | 0.21% | -20.8% |
| CF | Sell | CF INDS HLDGS INC | $1,639,959 | -21.0% | 22,623 | -7.2% | 0.20% | -22.1% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $1,566,891 | +0.8% | 25,090 | -1.1% | 0.19% | -0.5% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $1,559,709 | -4.6% | 6,905 | -2.2% | 0.19% | -5.9% |
| COP | Sell | CONOCOPHILLIPS | $1,527,806 | -16.1% | 15,400 | -0.2% | 0.19% | -17.3% |
| MET | Sell | METLIFE INC | $1,426,300 | -22.6% | 24,617 | -3.3% | 0.18% | -23.6% |
| CMI | Sell | CUMMINS INC | $1,355,367 | -5.2% | 5,674 | -3.9% | 0.17% | -6.7% |
| KBWD | Sell | INVESCO EXCH TRADED FD TR IIkbw hig dv yld | $1,314,417 | -21.8% | 89,113 | -21.2% | 0.16% | -23.0% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $1,313,350 | -6.1% | 14,424 | -13.8% | 0.16% | -7.5% |
| LLY | Sell | LILLY ELI & CO | $1,244,965 | -26.6% | 3,625 | -21.8% | 0.15% | -27.5% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $1,240,651 | -0.9% | 7,472 | -11.1% | 0.15% | -2.6% |
| ORCL | Sell | ORACLE CORP | $1,217,040 | +5.3% | 13,098 | -7.4% | 0.15% | +3.5% |
| MCD | Sell | MCDONALDS CORP | $1,214,626 | +4.9% | 4,344 | -1.1% | 0.15% | +3.5% |
| TSN | Sell | TYSON FOODS INCcl a | $1,209,793 | -5.9% | 20,394 | -1.2% | 0.15% | -7.5% |
| BA | Sell | BOEING CO | $1,149,931 | -58.1% | 5,413 | -62.4% | 0.14% | -58.7% |
| Sell | TOAST INCcl a | $1,143,100 | -24.9% | 64,400 | -23.7% | 0.14% | -25.9% | |
| CE | Sell | CELANESE CORP DEL | $1,061,208 | -2.9% | 9,746 | -8.8% | 0.13% | -4.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $979,737 | -9.4% | 6,589 | -7.6% | 0.12% | -10.4% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $946,850 | +7.3% | 10,387 | -0.1% | 0.12% | +5.5% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $933,223 | -6.2% | 8,488 | -7.8% | 0.11% | -8.1% |
| NSC | Sell | NORFOLK SOUTHN CORP | $922,354 | -19.0% | 4,351 | -5.8% | 0.11% | -20.4% |
| MPC | Sell | MARATHON PETE CORP | $819,308 | +15.6% | 6,077 | -0.2% | 0.10% | +13.6% |
| USMV | Sell | ISHARES TRmsci usa min vol | $803,557 | -3.1% | 11,047 | -4.0% | 0.10% | -3.9% |
| ABT | Sell | ABBOTT LABS | $795,691 | -11.5% | 7,858 | -4.0% | 0.10% | -12.5% |
| BRO | Sell | BROWN & BROWN INC | $780,853 | -0.3% | 13,599 | -1.1% | 0.10% | -1.0% |
| GLD | Sell | SPDR GOLD TR | $755,783 | -20.0% | 4,125 | -25.9% | 0.09% | -20.5% |
| NFLX | Sell | NETFLIX INC | $733,455 | +2.1% | 2,123 | -12.8% | 0.09% | +1.1% |
| ETN | Sell | EATON CORP PLC | $677,721 | +6.6% | 3,955 | -2.4% | 0.08% | +5.1% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $668,905 | -18.9% | 7,147 | -20.8% | 0.08% | -19.6% |
| SYNA | Sell | SYNAPTICS INC | $655,119 | -13.1% | 5,894 | -25.6% | 0.08% | -14.9% |
| AMAT | Sell | APPLIED MATLS INC | $621,152 | -11.2% | 5,057 | -29.6% | 0.08% | -12.6% |
| SRE | Sell | SEMPRA | $611,652 | -8.4% | 4,046 | -6.4% | 0.08% | -9.6% |
| SLQD | Sell | ISHARES TR0-5yr invt gr cp | $604,788 | -0.3% | 12,475 | -1.6% | 0.07% | -1.3% |
| PTY | Sell | PIMCO CORPORATE & INCOME OPP | $594,907 | -19.1% | 47,707 | -22.1% | 0.07% | -19.8% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $577,174 | +13.0% | 6,147 | -0.1% | 0.07% | +12.7% |
| NVS | Sell | NOVARTIS AGsponsored adr | $557,559 | -5.6% | 6,060 | -7.0% | 0.07% | -6.8% |
| NFJ | Sell | VIRTUS DIVIDEND INTEREST & P | $545,182 | -14.6% | 46,359 | -18.1% | 0.07% | -15.2% |
| JRI | Sell | NUVEEN REAL ASSET INCOME & G | $529,438 | -29.1% | 45,097 | -29.4% | 0.06% | -30.1% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $523,591 | -12.1% | 3,298 | -12.1% | 0.06% | -13.5% |
| QCOM | Sell | QUALCOMM INC | $522,254 | -2.8% | 4,094 | -16.2% | 0.06% | -4.5% |
| VICI | Sell | VICI PPTYS INC | $490,410 | -33.2% | 15,034 | -33.7% | 0.06% | -34.1% |
| PRU | Sell | PRUDENTIAL FINL INC | $472,061 | -16.8% | 5,705 | -0.0% | 0.06% | -18.3% |
| FSK | Sell | FS KKR CAP CORP | $461,985 | +3.3% | 24,972 | -2.3% | 0.06% | +1.8% |
| DGRO | Sell | ISHARES TRcore div grwth | $452,721 | -0.4% | 9,056 | -0.4% | 0.06% | -1.8% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $442,944 | -16.6% | 5,772 | -19.2% | 0.05% | -18.2% |
| NEE | Sell | NEXTERA ENERGY INC | $412,664 | -22.2% | 5,354 | -15.6% | 0.05% | -22.7% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $411,696 | -68.0% | 3,756 | -69.2% | 0.05% | -68.8% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $403,337 | -1.5% | 2,649 | -1.9% | 0.05% | -3.9% |
| WIX | Sell | WIX COM LTD | $399,200 | +29.7% | 4,000 | -0.1% | 0.05% | +28.9% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $394,041 | -70.3% | 4,567 | -70.9% | 0.05% | -70.9% |
| JNK | Sell | SPDR SER TRbloomberg high y | $388,174 | -33.4% | 4,182 | -35.5% | 0.05% | -33.3% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $376,163 | -9.8% | 3,838 | -40.4% | 0.05% | -11.5% |
| STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $364,388 | +20.5% | 5,511 | -4.1% | 0.04% | +18.4% |
| BDJ | Sell | BLACKROCK ENHANCED EQUITY DI | $361,219 | -34.3% | 42,051 | -31.0% | 0.04% | -35.3% |
| OHI | Sell | OMEGA HEALTHCARE INVS INC | $332,772 | -11.7% | 12,141 | -10.0% | 0.04% | -12.8% |
| AGNC | Sell | AGNC INVT CORP | $337,803 | -29.5% | 33,512 | -27.6% | 0.04% | -31.7% |
| AMGN | Sell | AMGEN INC | $326,902 | -14.9% | 1,352 | -7.6% | 0.04% | -16.7% |
| TFC | Sell | TRUIST FINL CORP | $328,375 | -25.1% | 9,630 | -5.5% | 0.04% | -25.9% |
| VOX | Sell | VANGUARD WORLD FDS | $322,105 | +3.7% | 3,332 | -11.8% | 0.04% | +2.6% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $319,384 | -26.0% | 2,513 | -8.1% | 0.04% | -27.8% |
| NEA | Sell | NUVEEN AMT FREE QLTY MUN INC | $319,022 | -26.6% | 28,689 | -25.0% | 0.04% | -27.8% |
| AXP | Sell | AMERICAN EXPRESS CO | $314,293 | +4.8% | 1,905 | -6.1% | 0.04% | +5.4% |
| SBUX | Sell | STARBUCKS CORP | $320,084 | -3.4% | 3,074 | -8.0% | 0.04% | -4.9% |
| UGI | Sell | UGI CORP NEW | $301,835 | -15.0% | 8,683 | -9.4% | 0.04% | -15.9% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $283,388 | +12.9% | 2,402 | -12.8% | 0.04% | +12.9% |
| HON | Sell | HONEYWELL INTL INC | $288,733 | -13.5% | 1,511 | -3.0% | 0.04% | -14.6% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $282,897 | -12.9% | 3,632 | -7.5% | 0.04% | -12.5% |
| DIAX | Sell | NUVEEN DOW 30 DYNMC OVERWRT | $271,566 | -28.2% | 18,499 | -24.2% | 0.03% | -29.8% |
| KO | Sell | COCA COLA CO | $271,575 | -4.4% | 4,378 | -2.0% | 0.03% | -5.7% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $268,558 | -20.8% | 821 | -16.9% | 0.03% | -21.4% |
| HAS | Sell | HASBRO INC | $268,699 | -25.1% | 5,005 | -14.9% | 0.03% | -26.7% |
| CTR | Sell | CLEARBRIDGE MLP AND MIDSTRM | $252,182 | -26.2% | 8,726 | -27.8% | 0.03% | -26.2% |
| T | Sell | AT&T INC | $251,285 | +2.0% | 13,054 | -2.5% | 0.03% | 0.0% |
| FEN | Sell | FIRST TR ENERGY INCOME & GRO | $248,684 | -22.4% | 19,159 | -15.2% | 0.03% | -25.0% |
| IDU | Sell | ISHARES TRu.s. utilits etf | $245,020 | -3.3% | 2,927 | -0.0% | 0.03% | -3.2% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $237,507 | -5.4% | 996 | -1.6% | 0.03% | -6.5% |
| MO | Sell | ALTRIA GROUP INC | $226,401 | -5.3% | 5,074 | -3.0% | 0.03% | -6.7% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $219,051 | +6.4% | 4,788 | -4.0% | 0.03% | +3.8% |
| IYW | Sell | ISHARES TRu.s. tech etf | $211,422 | +8.3% | 2,278 | -13.1% | 0.03% | +8.3% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $215,192 | -44.9% | 2,320 | -46.3% | 0.03% | -46.9% |
| Sell | GENERAL ELECTRIC CO | $202,483 | +12.3% | 2,118 | -1.6% | 0.02% | +13.6% | |
| IYJ | Sell | ISHARES TRus industrials | $202,424 | -0.3% | 2,021 | -3.9% | 0.02% | 0.0% |
| CSX | Sell | CSX CORP | $205,868 | -13.4% | 6,876 | -10.4% | 0.02% | -16.7% |
| CL | Sell | COLGATE PALMOLIVE CO | $195,992 | -6.7% | 2,608 | -2.2% | 0.02% | -7.7% |
| Sell | WARNER BROS DISCOVERY INC | $186,576 | +59.1% | 12,356 | -0.1% | 0.02% | +53.3% | |
| IYH | Sell | ISHARES TRus hlthcare etf | $175,851 | -6.8% | 644 | -3.2% | 0.02% | -4.3% |
| FDX | Sell | FEDEX CORP | $177,352 | -3.1% | 776 | -26.6% | 0.02% | -4.3% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $175,672 | +2.5% | 3,219 | -0.3% | 0.02% | +4.8% |
| UBER | Sell | UBER TECHNOLOGIES INC | $161,322 | +21.0% | 5,089 | -5.6% | 0.02% | +17.6% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $163,506 | -15.7% | 800 | -12.6% | 0.02% | -16.7% |
| MMM | Sell | 3M CO | $153,753 | -14.2% | 1,463 | -2.1% | 0.02% | -13.6% |
| EARN | Sell | ELLINGTON RESIDENTIAL MTG RE | $153,288 | -20.9% | 20,998 | -25.7% | 0.02% | -20.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $134,808 | -15.5% | 3,556 | -22.0% | 0.02% | -15.0% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $141,180 | -74.4% | 1,200 | -75.0% | 0.02% | -75.4% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $138,585 | -1.2% | 1,642 | -8.3% | 0.02% | 0.0% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $140,492 | -16.4% | 1,904 | -19.9% | 0.02% | -19.0% |
| PBI | Sell | PITNEY BOWES INC | $136,411 | -6.2% | 35,067 | -8.4% | 0.02% | -5.6% |
| GRMN | Sell | GARMIN LTD | $128,472 | -8.0% | 1,273 | -15.9% | 0.02% | -5.9% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $127,966 | -25.2% | 2,749 | -26.9% | 0.02% | -23.8% |
| PYPL | Sell | PAYPAL HLDGS INC | $132,592 | -59.6% | 1,746 | -62.1% | 0.02% | -61.0% |
| RIV | Sell | RIVERNORTH OPPORTUNITIES FD | $120,076 | -42.9% | 10,570 | -38.3% | 0.02% | -42.3% |
| MHD | Sell | BLACKROCK MUNIHOLDINGS FD IN | $118,344 | -17.0% | 9,821 | -16.3% | 0.02% | -16.7% |
| SUI | Sell | SUN CMNTYS INC | $122,003 | -8.8% | 866 | -7.5% | 0.02% | -11.8% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $126,233 | -23.3% | 914 | -22.0% | 0.02% | -25.0% |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $125,010 | -49.2% | 15,208 | -31.2% | 0.02% | -51.6% |
| DLR | Sell | DIGITAL RLTY TR INC | $120,181 | -32.2% | 1,222 | -30.8% | 0.02% | -31.8% |
| LULU | Sell | LULULEMON ATHLETICA INC | $111,078 | -50.8% | 305 | -56.7% | 0.01% | -50.0% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $118,114 | -92.8% | 2,347 | -92.9% | 0.01% | -93.2% |
| LUV | Sell | SOUTHWEST AIRLS CO | $105,541 | -4.6% | 3,243 | -1.3% | 0.01% | -7.1% |
| FSD | Sell | FIRST TR HIGH INCOME LONG / | $106,441 | -44.2% | 9,378 | -43.7% | 0.01% | -45.8% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $106,114 | -11.0% | 1,531 | -7.6% | 0.01% | -13.3% |
| BCX | Sell | BLACKROCK RES & COMMODITIES | $102,594 | -42.6% | 10,754 | -40.0% | 0.01% | -40.9% |
| GGN | Sell | GAMCO GLOBAL GOLD NAT RES & | $99,476 | -3.1% | 27,179 | -3.9% | 0.01% | -7.7% |
| IYK | Sell | ISHARES TRus consm staples | $88,658 | -2.8% | 445 | -1.1% | 0.01% | 0.0% |
| PXD | Sell | PIONEER NAT RES CO | $88,028 | -62.5% | 431 | -58.1% | 0.01% | -62.1% |
| D | Sell | DOMINION ENERGY INC | $82,468 | -17.2% | 1,475 | -9.2% | 0.01% | -16.7% |
| IYM | Sell | ISHARES TRu.s. bas mtl etf | $77,000 | -93.0% | 581 | -93.4% | 0.01% | -93.4% |
| CB | Sell | CHUBB LIMITED | $70,682 | -29.0% | 364 | -19.3% | 0.01% | -25.0% |
| LNC | Sell | LINCOLN NATL CORP IND | $74,151 | -27.9% | 3,300 | -1.5% | 0.01% | -30.8% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $67,381 | -24.9% | 836 | -30.0% | 0.01% | -27.3% |
| HRZN | Sell | HORIZON TECHNOLOGY FIN CORP | $62,040 | -32.2% | 5,500 | -30.3% | 0.01% | -27.3% |
| BMO | Sell | BANK MONTREAL QUE | $67,011 | -48.3% | 752 | -47.4% | 0.01% | -50.0% |
| KBWB | Sell | INVESCO EXCH TRADED FD TR IIkbw bk etf | $62,788 | -27.2% | 1,496 | -10.5% | 0.01% | -27.3% |
| IYF | Sell | ISHARES TRu.s. finls etf | $67,370 | -15.8% | 947 | -10.7% | 0.01% | -20.0% |
| MDT | Sell | MEDTRONIC PLC | $62,400 | -9.8% | 774 | -13.0% | 0.01% | -11.1% |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $55,090 | -47.2% | 4,990 | -51.6% | 0.01% | -46.2% |
| FGB | Sell | FIRST TR SPECIALTY FIN & FIN | $55,340 | -36.9% | 17,624 | -38.5% | 0.01% | -36.4% |
| Sell | NUVEEN VRIABL RAT PFD & INM | $60,766 | -44.4% | 3,836 | -38.4% | 0.01% | -50.0% | |
| GRX | Sell | GABELLI HLTHCARE & WELLNESS | $54,073 | -10.6% | 5,359 | -8.9% | 0.01% | -12.5% |
| SJR | Sell | SHAW COMMUNICATIONS INCcl b conv | $55,244 | -14.2% | 1,847 | -17.5% | 0.01% | -12.5% |
| BIDU | Sell | BAIDU INCspon adr rep a | $52,822 | -12.0% | 350 | -33.3% | 0.01% | -14.3% |
| SPGI | Sell | S&P GLOBAL INC | $46,229 | -2.2% | 134 | -5.0% | 0.01% | 0.0% |
| XEL | Sell | XCEL ENERGY INC | $49,966 | -19.7% | 741 | -16.6% | 0.01% | -25.0% |
| AON | Sell | AON PLC | $47,294 | -24.6% | 150 | -28.2% | 0.01% | -25.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $51,315 | -10.6% | 528 | -6.9% | 0.01% | -14.3% |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $40,012 | -69.8% | 511 | -67.5% | 0.01% | -68.8% |
| EPAM | Sell | EPAM SYS INC | $43,355 | -24.4% | 145 | -17.1% | 0.01% | -28.6% |
| ARI | Sell | APOLLO COML REAL EST FIN INC | $37,092 | -58.6% | 3,984 | -52.2% | 0.01% | -54.5% |
| IYC | Sell | ISHARES TRus consum discre | $42,825 | +1.6% | 662 | -10.5% | 0.01% | 0.0% |
| PMT | Sell | PENNYMAC MTG INVT TR | $41,146 | -48.4% | 3,337 | -48.2% | 0.01% | -50.0% |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $43,304 | -1.2% | 829 | -10.7% | 0.01% | 0.0% |
| OSK | Sell | OSHKOSH CORP | $37,431 | -7.3% | 450 | -1.7% | 0.01% | 0.0% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $39,962 | -13.6% | 206 | -22.6% | 0.01% | -16.7% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $33,346 | +1.3% | 465 | -7.0% | 0.00% | 0.0% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $32,077 | -13.4% | 680 | -14.7% | 0.00% | -20.0% |
| LRCX | Sell | LAM RESEARCH CORP | $30,217 | -67.6% | 57 | -74.3% | 0.00% | -66.7% |
| CSIQ | Sell | CANADIAN SOLAR INC | $29,102 | -50.4% | 731 | -61.5% | 0.00% | -42.9% |
| MFD | Sell | MACQUARIE / FIRST TR GLOBAL | $32,950 | -65.5% | 3,989 | -66.2% | 0.00% | -66.7% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $30,263 | -75.4% | 783 | -75.8% | 0.00% | -73.3% |
| Sell | ATLASSIAN CORPORATIONcl a | $33,550 | +27.8% | 196 | -3.9% | 0.00% | +33.3% | |
| CCL | Sell | CARNIVAL CORP | $35,754 | +14.4% | 3,522 | -9.2% | 0.00% | 0.0% |
| EBAY | Sell | EBAY INC. | $28,708 | -61.5% | 647 | -64.0% | 0.00% | -55.6% |
| ALK | Sell | ALASKA AIR GROUP INC | $24,127 | -10.8% | 575 | -8.7% | 0.00% | 0.0% |
| CI | Sell | THE CIGNA GROUP | $25,548 | -32.8% | 100 | -13.0% | 0.00% | -40.0% |
| NET | Sell | CLOUDFLARE INC | $20,657 | +5.0% | 335 | -23.0% | 0.00% | +50.0% |
| OXY | Sell | OCCIDENTAL PETE CORP | $24,723 | -11.2% | 396 | -10.4% | 0.00% | 0.0% |
| PHK | Sell | PIMCO HIGH INCOME FD | $27,360 | -78.0% | 5,736 | -78.1% | 0.00% | -80.0% |
| SHOP | Sell | SHOPIFY INCcl a | $23,970 | +32.8% | 500 | -3.8% | 0.00% | +50.0% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $20,930 | -38.2% | 225 | -50.5% | 0.00% | -25.0% |
| TSCO | Sell | TRACTOR SUPPLY CO | $24,210 | -5.6% | 103 | -9.6% | 0.00% | 0.0% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $26,467 | -74.1% | 479 | -75.8% | 0.00% | -76.9% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $24,460 | -93.7% | 500 | -93.9% | 0.00% | -93.8% |
| YUM | Sell | YUM BRANDS INC | $23,775 | -19.3% | 180 | -21.7% | 0.00% | -25.0% |
| DFH | Sell | DREAM FINDERS HOMES INC | $17,066 | -29.3% | 1,288 | -53.8% | 0.00% | -33.3% |
| BTAL | Sell | AGF INVTS TRus market netrl | $16,402 | -36.2% | 804 | -33.7% | 0.00% | -33.3% |
| MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $16,016 | -20.2% | 4,550 | -3.4% | 0.00% | 0.0% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $18,564 | -8.2% | 274 | -11.0% | 0.00% | -33.3% |
| ETSY | Sell | ETSY INC | $19,261 | -71.0% | 173 | -68.8% | 0.00% | -75.0% |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $14,631 | -33.8% | 230 | -39.0% | 0.00% | -33.3% |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $16,448 | -31.0% | 63 | -25.9% | 0.00% | -33.3% |
| PINS | Sell | PINTEREST INCcl a | $12,545 | -34.0% | 460 | -41.3% | 0.00% | 0.0% |
| APD | Sell | AIR PRODS & CHEMS INC | $12,638 | -42.3% | 44 | -38.0% | 0.00% | -33.3% |
| GLW | Sell | CORNING INC | $17,182 | -45.5% | 487 | -50.7% | 0.00% | -50.0% |
| CTVA | Sell | CORTEVA INC | $12,967 | -9.2% | 215 | -11.5% | 0.00% | 0.0% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $11,147 | -96.7% | 127 | -96.9% | 0.00% | -97.6% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $11,387 | -87.4% | 146 | -88.4% | 0.00% | -90.9% |
| PNFP | Sell | PINNACLE FINL PARTNERS INC | $11,537 | -74.4% | 209 | -66.0% | 0.00% | -83.3% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $4,192 | -81.7% | 102 | -83.1% | 0.00% | -66.7% |
| FLR | Sell | FLUOR CORP NEW | $7,728 | -44.3% | 250 | -37.5% | 0.00% | -50.0% |
| RHI | Sell | ROBERT HALF INTL INC | $8,057 | +0.1% | 100 | -8.3% | 0.00% | 0.0% |
| XBI | Sell | SPDR SER TRs&p biotech | $9,908 | -63.8% | 130 | -60.6% | 0.00% | -66.7% |
| SHE | Sell | SPDR SER TRspdr msci usa ge | $9,617 | -78.4% | 116 | -79.4% | 0.00% | -83.3% |
| EMR | Sell | EMERSON ELEC CO | $4,183 | -54.6% | 48 | -50.0% | 0.00% | 0.0% |
| SMG | Sell | SCOTTS MIRACLE-GRO COcl a | $6,974 | -50.7% | 100 | -65.6% | 0.00% | -50.0% |
| DD | Sell | DUPONT DE NEMOURS INC | $11,555 | -10.9% | 161 | -14.8% | 0.00% | -50.0% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $11,256 | -84.3% | 82 | -88.0% | 0.00% | -88.9% |
| TTD | Sell | THE TRADE DESK INC | $6,091 | -76.0% | 100 | -82.4% | 0.00% | -66.7% |
| UAA | Sell | UNDER ARMOUR INCcl a | $6,197 | -47.1% | 653 | -43.4% | 0.00% | 0.0% |
| BKNG | Sell | BOOKING HOLDINGS INC | $5,305 | -34.2% | 2 | -50.0% | 0.00% | 0.0% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $10,479 | -38.9% | 174 | -35.1% | 0.00% | -50.0% |
| DAN | Sell | DANA INC | $3,763 | -7.5% | 250 | -7.1% | 0.00% | -100.0% |
| SPLK | Sell | SPLUNK INC | $1,439 | -94.9% | 15 | -95.4% | 0.00% | -100.0% |
| CPNG | Exit | COUPANG INCcl a | $0 | – | -100 | -100.0% | 0.00% | – |
| RUN | Sell | SUNRUN INC | $4,051 | -70.0% | 201 | -64.2% | 0.00% | -100.0% |
| VEON | Exit | VEON LTDsponsored adr | $0 | – | -5,250 | -100.0% | 0.00% | – |
| OIS | Sell | OIL STS INTL INC | $559 | -44.1% | 67 | -50.0% | 0.00% | – |
| OXYWS | Sell | OCCIDENTAL PETE CORP*w exp 08/03/202 | $1,886 | -10.3% | 46 | -9.8% | 0.00% | – |
| TLRY | Sell | TILRAY BRANDS INC | $954 | -88.4% | 377 | -87.7% | 0.00% | -100.0% |
| CVLT | Exit | COMMVAULT SYS INC | $0 | – | -7 | -100.0% | 0.00% | – |
| Exit | VOLTA INC | $0 | – | -2,200 | -100.0% | 0.00% | – | |
| VXX | Exit | BARCLAYS BANK PLCipth sr b s&p | $0 | – | -50 | -100.0% | 0.00% | – |
| IAA | Exit | IAA INC | $0 | – | -16 | -100.0% | 0.00% | – |
| JAZZ | Sell | JAZZ PHARMACEUTICALS PLC | $1,756 | -62.0% | 12 | -58.6% | 0.00% | -100.0% |
| Sell | KYNDRYL HLDGS INC | $1,344 | -4.1% | 91 | -27.8% | 0.00% | – | |
| ABNB | Sell | AIRBNB INC | $1,991 | -64.7% | 16 | -75.8% | 0.00% | -100.0% |
| PZZA | Exit | PAPA JOHNS INTL INC | $0 | – | -6 | -100.0% | 0.00% | – |
| RBC | Exit | REGAL REXNORD CORPORATION | $0 | – | -6 | -100.0% | 0.00% | – |
| Exit | TRINSEO PLC | $0 | – | -9 | -100.0% | 0.00% | – | |
| CGC | Sell | CANOPY GROWTH CORP | $788 | -75.3% | 450 | -67.4% | 0.00% | – |
| UMPQ | Exit | UMPQUA HLDGS CORP | $0 | – | -27 | -100.0% | 0.00% | – |
| AGR | Exit | AVANGRID INC | $0 | – | -55 | -100.0% | 0.00% | – |
| AFG | Exit | AMERICAN FINL GROUP INC OHIO | $0 | – | -5 | -100.0% | 0.00% | – |
| FVE | Exit | ALERISLIFE INC | $0 | – | -71 | -100.0% | 0.00% | – |
| MC | Exit | MOELIS & COcl a | $0 | – | -9 | -100.0% | 0.00% | – |
| LITE | Exit | LUMENTUM HLDGS INC | $0 | – | -8 | -100.0% | 0.00% | – |
| CVAC | Exit | CUREVAC N V | $0 | – | -20 | -100.0% | 0.00% | – |
| NVAX | Exit | NOVAVAX INC | $0 | – | -5 | -100.0% | 0.00% | – |
| Exit | CRANE HLDGS CO | $0 | – | -7 | -100.0% | 0.00% | – | |
| WISH | Exit | CONTEXTLOGIC INC | $0 | – | -50 | -100.0% | 0.00% | – |
| ME | Exit | 23ANDME HOLDING CO | $0 | – | -1,071 | -100.0% | 0.00% | – |
| Exit | MICRO FOCUS INTL PLCspon adr new | $0 | – | -82 | -100.0% | 0.00% | – | |
| VTRS | Sell | VIATRIS INC | $2,651 | -25.9% | 276 | -14.0% | 0.00% | – |
| LEA | Exit | LEAR CORP | $0 | – | -3 | -100.0% | 0.00% | – |
| NXTP | Exit | NEXTPLAY TECHNOLOGIES INC | $0 | – | -25,165 | -100.0% | 0.00% | – |
| ARCC | Sell | ARES CAPITAL CORP | $2,230 | -90.1% | 122 | -90.0% | 0.00% | -100.0% |
| JD | Sell | JD.COM INCspon adr cl a | $1,317 | -97.0% | 30 | -96.2% | 0.00% | -100.0% |
| APA | Sell | APA CORPORATION | $1,948 | -61.4% | 54 | -50.0% | 0.00% | -100.0% |
| CMPS | Exit | COMPASS PATHWAYS PLCsponsored ads | $0 | – | -50 | -100.0% | 0.00% | – |
| TCBI | Exit | TEXAS CAP BANCSHARES INC | $0 | – | -12 | -100.0% | 0.00% | – |
| RDHL | Exit | REDHILL BIOPHARMA LTDsponsored ads | $0 | – | -1,000 | -100.0% | 0.00% | – |
| YUMC | Sell | YUM CHINA HLDGS INC | $3,170 | -42.0% | 50 | -50.0% | 0.00% | -100.0% |
| ADNT | Sell | ADIENT PLC | $2,335 | +2.0% | 57 | -13.6% | 0.00% | – |
| AAIC | Exit | ARLINGTON ASSET INVST CORPcl a new | $0 | – | -3,846 | -100.0% | -0.00% | – |
| CWH | Exit | CAMPING WORLD HLDGS INCcl a | $0 | – | -200 | -100.0% | -0.00% | – |
| ASA | Exit | ASA GOLD AND PRECIOUS MTLS L | $0 | – | -700 | -100.0% | -0.00% | – |
| STOR | Exit | STORE CAP CORP | $0 | – | -300 | -100.0% | -0.00% | – |
| IRTC | Exit | IRHYTHM TECHNOLOGIES INC | $0 | – | -150 | -100.0% | -0.00% | – |
| BEPC | Exit | BROOKFIELD RENEWABLE CORPcl a sub vtg | $0 | – | -724 | -100.0% | -0.00% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -125 | -100.0% | -0.00% | – |
| LCR | Exit | LEUTHOLD FDS INCcore etf | $0 | – | -649 | -100.0% | -0.00% | – |
| PFN | Exit | PIMCO INCOME STRATEGY FD II | $0 | – | -2,735 | -100.0% | -0.00% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -2,939 | -100.0% | -0.00% | – |
| HASI | Exit | HANNON ARMSTRONG SUST INFR C | $0 | – | -490 | -100.0% | -0.00% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -258 | -100.0% | -0.00% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -234 | -100.0% | -0.00% | – |
| CVE | Exit | CENOVUS ENERGY INC | $0 | – | -1,500 | -100.0% | -0.00% | – |
| ABB | Exit | ABB LTDsponsored adr | $0 | – | -983 | -100.0% | -0.00% | – |
| AR | Exit | ANTERO RESOURCES CORP | $0 | – | -1,000 | -100.0% | -0.00% | – |
| Exit | FTAI INFRASTRUCTURE INC | $0 | – | -11,562 | -100.0% | -0.00% | – | |
| NVRO | Exit | NEVRO CORP | $0 | – | -1,035 | -100.0% | -0.01% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -297 | -100.0% | -0.01% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -493 | -100.0% | -0.01% | – |
| TRI | Exit | THOMSON REUTERS CORP. | $0 | – | -399 | -100.0% | -0.01% | – |
| AMX | Exit | AMERICA MOVIL SAB DE CV | $0 | – | -2,801 | -100.0% | -0.01% | – |
| MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -1,200 | -100.0% | -0.01% | – |
| LIN | Exit | LINDE PLC | $0 | – | -174 | -100.0% | -0.01% | – |
| CFO | Exit | VICTORY PORTFOLIOS II | $0 | – | -1,267 | -100.0% | -0.01% | – |
| Exit | FTAI AVIATION LTD | $0 | – | -11,785 | -100.0% | -0.02% | – | |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -3,420 | -100.0% | -0.04% | – |
| CCS | Exit | CENTURY CMNTYS INC | $0 | – | -10,000 | -100.0% | -0.06% | – |
| BOX | Exit | BOX INCcl a | $0 | – | -20,000 | -100.0% | -0.08% | – |
| DEX | Exit | DELAWARE ENHANCED GLOBAL DIV | $0 | – | -144,238 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 25 | Q2 2023 | 8.1% |
| VANGUARD SCOTTSDALE FDS | 25 | Q2 2023 | 8.5% |
| ISHARES TR | 25 | Q2 2023 | 6.6% |
| VANGUARD BD INDEX FDS | 25 | Q2 2023 | 10.7% |
| VANGUARD INTL EQUITY INDEX F | 25 | Q2 2023 | 6.4% |
| SPDR S&P MIDCAP 400 ETF TR | 25 | Q2 2023 | 8.7% |
| PIMCO ETF TR | 25 | Q2 2023 | 5.4% |
| ISHARES TR | 25 | Q2 2023 | 5.0% |
| ISHARES INC | 25 | Q2 2023 | 4.3% |
| APPLE INC | 25 | Q2 2023 | 3.1% |
View BDO Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-09 |
| 13F-HR/A | 2023-01-30 |
| 13F-HR | 2023-01-27 |
| 13F-HR/A | 2022-11-02 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-25 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-09 |
View BDO Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.