HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IEFA) |
866,429 | +33,570 | $57,921 |
| IEFA | 866,429 | +33,570 | $57,921 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
310,491 | +396 | $44,903 |
| RSP | 310,491 | +396 | $44,903 |
| ISHARES TR (EFA) |
557,923 | -13,451 | $39,903 |
| EFA | 557,923 | -13,451 | $39,903 |
| ISHARES TR (IJH) |
135,662 | -1,925 | $33,937 |
| IJH | 135,662 | -1,925 | $33,937 |
| ISHARES TR (IVV) |
71,497 | -1,372 | $29,391 |
| IVV | 71,497 | -1,372 | $29,391 |
| ISHARES INC (IEMG) |
587,400 | -7,057 | $28,659 |
| IEMG | 587,400 | -7,057 | $28,659 |
| PIMCO ETF TR (MINT) |
260,474 | -5,676 | $25,852 |
| MINT | 260,474 | -5,676 | $25,852 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
324,539 | -16,593 | $24,740 |
| VCSH | 324,539 | -16,593 | $24,740 |
| APPLE INC |
136,448 | -18,308 | $22,500 |
| AAPL | 136,448 | -18,308 | $22,500 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
34,480 | -655 | $15,806 |
| MDY | 34,480 | -655 | $15,806 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
383,307 | -3,129 | $15,486 |
| VWO | 383,307 | -3,129 | $15,486 |
| ISHARES TR (IXUS) |
229,732 | -6,802 | $14,232 |
| IXUS | 229,732 | -6,802 | $14,232 |
| VANGUARD BD INDEX FDS (BSV) |
182,714 | -10,757 | $13,976 |
| BSV | 182,714 | -10,757 | $13,976 |
| ISHARES TR (IVE) |
87,893 | -2,694 | $13,339 |
| IVE | 87,893 | -2,694 | $13,339 |
| ISHARES INC (EMXC) |
269,487 | +4,315 | $13,294 |
| EMXC | 269,487 | +4,315 | $13,294 |
| SPDR S&P 500 ETF TR (SPY) |
28,414 | +83 | $11,633 |
| SPY | 28,414 | +83 | $11,633 |
| ISHARES TR (EEM) |
278,007 | -15,850 | $10,970 |
| EEM | 278,007 | -15,850 | $10,970 |
| MICROSOFT CORP |
36,268 | +180 | $10,456 |
| MSFT | 36,268 | +180 | $10,456 |
| ISHARES TR (IVW) |
150,182 | -1,192 | $9,595 |
| IVW | 150,182 | -1,192 | $9,595 |
| VANGUARD TAX MANAGED FDS (VEA) |
205,029 | +1,862 | $9,261 |
| VEA | 205,029 | +1,862 | $9,261 |
| ISHARES TR (IJR) |
93,544 | +239 | $9,046 |
| IJR | 93,544 | +239 | $9,046 |
| ISHARES TR (ITOT) |
85,483 | -2,190 | $7,741 |
| ITOT | 85,483 | -2,190 | $7,741 |
| VANGUARD BD INDEX FDS (BND) |
92,412 | -3,365 | $6,823 |
| BND | 92,412 | -3,365 | $6,823 |
| JPMORGAN CHASE & CO |
45,932 | +1,050 | $5,985 |
| JPM | 45,932 | +1,050 | $5,985 |
| VANGUARD INDEX FDS (VO) |
27,850 | -416 | $5,874 |
| VO | 27,850 | -416 | $5,874 |
| ALPHABET INC |
55,916 | +1,075 | $5,800 |
| GOOGL | 55,916 | +1,075 | $5,800 |
| KLA CORP |
12,894 | -766 | $5,147 |
| KLAC | 12,894 | -766 | $5,147 |
| PIMCO DYNAMIC INCOME FD |
275,115 | +8,989 | $4,958 |
| PDI | 275,115 | +8,989 | $4,958 |
| ISHARES TR (PFF) |
157,629 | +85,454 | $4,921 |
| PFF | 157,629 | +85,454 | $4,921 |
| CISCO SYS INC |
92,008 | -5,119 | $4,810 |
| CSCO | 92,008 | -5,119 | $4,810 |
| THERMO FISHER SCIENTIFIC INC |
7,752 | +129 | $4,468 |
| TMO | 7,752 | +129 | $4,468 |
| META PLATFORMS INC |
20,926 | -3,457 | $4,435 |
| META | 20,926 | -3,457 | $4,435 |
| SPDR SER TR (SHM) |
91,349 | -17,497 | $4,344 |
| SHM | 91,349 | -17,497 | $4,344 |
| AMAZON COM INC |
41,814 | -2,616 | $4,319 |
| AMZN | 41,814 | -2,616 | $4,319 |
| HOME DEPOT INC |
13,730 | -1,199 | $4,052 |
| HD | 13,730 | -1,199 | $4,052 |
| SINCLAIR BROADCAST GROUP INC |
235,468 | UNCH | $4,041 |
| SBGI | 235,468 | UNCH | $4,041 |
| ISHARES TR (EFV) |
80,991 | -5,257 | $3,930 |
| EFV | 80,991 | -5,257 | $3,930 |
| ISHARES TR (QUAL) |
31,441 | -67,786 | $3,901 |
| QUAL | 31,441 | -67,786 | $3,901 |
| TARGET CORP |
23,515 | -1,090 | $3,895 |
| TGT | 23,515 | -1,090 | $3,895 |
| NVIDIA CORPORATION |
13,666 | -673 | $3,796 |
| NVDA | 13,666 | -673 | $3,796 |
| FIRST TR NAS100 EQ WEIGHTED (QQEW) |
37,443 | -1,630 | $3,769 |
| QQEW | 37,443 | -1,630 | $3,769 |
| FISERV INC |
33,016 | -886 | $3,732 |
| FISV | 33,016 | -886 | $3,732 |
| SALESFORCE INC |
18,266 | -493 | $3,649 |
| CRM | 18,266 | -493 | $3,649 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
23,632 | -10,973 | $3,640 |
| VIG | 23,632 | -10,973 | $3,640 |
| INTEL CORP |
110,202 | -3,125 | $3,600 |
| INTC | 110,202 | -3,125 | $3,600 |
| CATALENT INC |
54,483 | +2,262 | $3,580 |
| CTLT | 54,483 | +2,262 | $3,580 |
| VANGUARD WORLD FD (MGK) |
17,428 | -107 | $3,564 |
| MGK | 17,428 | -107 | $3,564 |
| MASTERCARD INCORPORATED |
9,535 | -36 | $3,465 |
| MA | 9,535 | -36 | $3,465 |
| ISHARES TR (IWF) |
13,988 | -546 | $3,418 |
| IWF | 13,988 | -546 | $3,418 |
| ISHARES TR (EFAV) |
49,746 | -785 | $3,365 |
| EFAV | 49,746 | -785 | $3,365 |
See Full List: All Stocks Held By BDO Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By BDO Wealth Advisors LLC
|
Size ($ in 1000's)
At 03/31/2023: $815,400 At 12/31/2022: $804,442 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 |
