HoldingsChannel.com
BDO Wealth Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VCSH) 300,802 +45,013 $24,269
     VCSH300,802+45,013$24,269
VANGUARD BD INDEX FD INC (BND) 235,998 +15,432 $19,604
     BND235,998+15,432$19,604
ISHARES TR (IJH) 81,787 +4,574 $15,888
     IJH81,787+4,574$15,888
ISHARES TR (IEFA) 253,183 +36,037 $15,545
     IEFA253,183+36,037$15,545
SPDR S&P MIDCAP 400 ETF TR (MDY) 41,541 -508 $14,730
     MDY41,541-508$14,730
PIMCO ETF TR (MINT) 131,288 -10,549 $13,359
     MINT131,288-10,549$13,359
VANGUARD INTL EQUITY INDEX F (VWO) 293,390 -5,396 $12,478
     VWO293,390-5,396$12,478
ISHARES TR (EFAV) 137,753 -7,295 $10,006
     EFAV137,753-7,295$10,006
SPDR SERIES TRUST (SHM) 155,545 +9,175 $7,611
     SHM155,545+9,175$7,611
ISHARES TR (IVV) 24,700 +3,368 $7,280
     IVV24,700+3,368$7,280
ISHARES TR (IGSB) 128,592 +7,517 $6,872
     IGSB128,592+7,517$6,872
SPDR S&P 500 ETF TR (SPY)      $6,480
     SPY20,717+3,825$6,070
     Call1,400-400$410
VANGUARD WORLD FD (MGK) 47,602 -2,665 $6,164
     MGK47,602-2,665$6,164
VANGUARD TAX MANAGED INTL FD (VEA) 141,545 -17,549 $5,904
     VEA141,545-17,549$5,904
JP MORGAN EXCHANGE TRADED FD (JPIN) 107,279 -6,658 $5,842
     JPIN107,279-6,658$5,842
ISHARES TR (EFA) 87,729 -8,420 $5,766
     EFA87,729-8,420$5,766
ISHARES TR (AGG) 41,961 -40 $4,672
     AGG41,961-40$4,672
APPLE INC 23,010 -309 $4,554
     AAPL23,010-309$4,554
ISHARES TR (IVW) 23,546 +307 $4,220
     IVW23,546+307$4,220
MICROSOFT CORP 29,974 -1,508 $4,015
     MSFT29,974-1,508$4,015
VANGUARD INDEX FDS (VO) 23,651 -139,758 $3,954
     VO23,651-139,758$3,954
ISHARES TR (IJR) 49,158 +3,864 $3,848
     IJR49,158+3,864$3,848
VANGUARD GROUP (VIG) 32,737 +9,814 $3,770
     VIG32,737+9,814$3,770
VANGUARD BD INDEX FD INC (BSV) 42,750 UNCH $3,443
     BSV42,750UNCH$3,443
JPMORGAN CHASE & CO 28,617 +77 $3,199
     JPM28,617+77$3,199
CISCO SYS INC 57,272 -343 $3,134
     CSCO57,272-343$3,134
VANGUARD BD INDEX FD INC (BIV) 34,726 -4,776 $3,004
     BIV34,726-4,776$3,004
ISHARES TR (IVE) 25,480 +1,357 $2,970
     IVE25,480+1,357$2,970
VANGUARD MUN BD FD INC (VTEB) 53,800 +7,500 $2,855
     VTEB53,800+7,500$2,855
VANGUARD INDEX FDS (VB) 18,010 -127,729 $2,821
     VB18,010-127,729$2,821
THERMO FISHER SCIENTIFIC INC 8,542 +161 $2,508
     TMO8,542+161$2,508
ISHARES TR (LQD) 19,684 -11,094 $2,448
     LQD19,684-11,094$2,448
FISERV INC 25,889 -177 $2,360
     FISV25,889-177$2,360
CHEVRON CORP NEW 17,872 +1,030 $2,224
     CVX17,872+1,030$2,224
UNION PACIFIC CORP 12,836 +236 $2,171
     UNP12,836+236$2,171
INTEL CORP 45,186 +142 $2,163
     INTC45,186+142$2,163
WALMART INC 19,235 +50 $2,125
     WMT19,235+50$2,125
TRAVELERS COMPANIES INC 14,114 +562 $2,110
     TRV14,114+562$2,110
INVESCO EXCH TRD SLF IDX FD 96,065 +30,947 $2,036
     BSCL96,065+30,947$2,036
MASTERCARD INC 7,658 -272 $2,026
     MA7,658-272$2,026
VANGUARD INDEX FDS (VBR) 15,252 -395 $1,991
     VBR15,252-395$1,991
PFIZER INC 45,749 +89 $1,982
     PFE45,749+89$1,982
TARGET CORP 22,854 +544 $1,979
     TGT22,854+544$1,979
VANGUARD WORLD FD (MGV) 24,422 -2,658 $1,966
     MGV24,422-2,658$1,966
DARDEN RESTAURANTS INC 15,784 +463 $1,921
     DRI15,784+463$1,921
DANAHER CORPORATION 13,043 +398 $1,864
     DHR13,043+398$1,864
ROPER TECHNOLOGIES INC 4,864 +65 $1,781
     ROP4,864+65$1,781
ISHARES TR (IJK) 7,551 -949 $1,709
     IJK7,551-949$1,709
INVESCO QQQ TR 9,010 +2,725 $1,683
     QQQ9,010+2,725$1,683
ISHARES INC (IEMG) 32,318 -21,994 $1,662
     IEMG32,318-21,994$1,662

See Full List: All Stocks Held By BDO Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By BDO Wealth Advisors LLC

Size ($ in 1000's)
At 06/30/2019: $367,160
At 03/31/2019: $344,182

BDO Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BDO Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

BDO Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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