HoldingsChannel.com
BDO Wealth Advisors LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VCSH) 255,789 +18,973 $20,402
     VCSH255,789+18,973$20,402
VANGUARD BD INDEX FD INC (BND) 220,566 +3,701 $17,906
     BND220,566+3,701$17,906
ISHARES TR (IJH) 77,213 +9,874 $14,624
     IJH77,213+9,874$14,624
SPDR S&P MIDCAP 400 ETF TR (MDY) 42,049 -486 $14,524
     MDY42,049-486$14,524
PIMCO ETF TR (MINT) 141,837 +25,592 $14,405
     MINT141,837+25,592$14,405
ISHARES TR (IEFA) 217,146 +39,880 $13,196
     IEFA217,146+39,880$13,196
VANGUARD INTL EQUITY INDEX F (VWO) 298,786 +14,358 $12,698
     VWO298,786+14,358$12,698
ISHARES TR (EFAV) 145,048 +1,082 $10,443
     EFAV145,048+1,082$10,443
SPDR SER TR (SHM) 146,370 -1,220 $7,096
     SHM146,370-1,220$7,096
VANGUARD TAX MANAGED INTL FD (VEA) 159,094 -5,788 $6,502
     VEA159,094-5,788$6,502
ISHARES TR (IGSB) 121,075 +3,370 $6,395
     IGSB121,075+3,370$6,395
JP MORGAN EXCHANGE TRADED FD (JPIN) 113,937 +469 $6,300
     JPIN113,937+469$6,300
VANGUARD WORLD FD (MGK) 50,267 +104 $6,251
     MGK50,267+104$6,251
ISHARES TR (EFA) 96,149 +16,069 $6,236
     EFA96,149+16,069$6,236
ISHARES TR (IVV) 21,332 +2,715 $6,070
     IVV21,332+2,715$6,070
SPDR S&P 500 ETF TR (SPY)      $5,280
     SPY16,892+9,102$4,772
     Call1,800+1,800$508
ISHARES TR (AGG) 42,001 -440 $4,581
     AGG42,001-440$4,581
APPLE INC 23,319 +915 $4,429
     AAPL23,319+915$4,429
ISHARES TR (IVW) 23,239 -1,065 $4,005
     IVW23,239-1,065$4,005
VANGUARD INDEX FDS (VO) 163,409 +139,110 $3,823
     VO163,409+139,110$3,823
MICROSOFT CORP 31,482 +1,070 $3,713
     MSFT31,482+1,070$3,713
ISHARES TR (LQD) 30,778 +16,825 $3,664
     LQD30,778+16,825$3,664
ISHARES TR (IJR) 45,294 +14,241 $3,494
     IJR45,294+14,241$3,494
VANGUARD BD INDEX FD INC (BSV) 42,750 -76 $3,402
     BSV42,750-76$3,402
VANGUARD BD INDEX FD INC (BIV) 39,502 -9,577 $3,315
     BIV39,502-9,577$3,315
CISCO SYS INC 57,615 +1,833 $3,111
     CSCO57,615+1,833$3,111
VANGUARD INDEX FDS (VB) 145,739 +123,264 $2,994
     VB145,739+123,264$2,994
JPMORGAN CHASE & CO 28,540 +1,014 $2,889
     JPM28,540+1,014$2,889
ISHARES INC (IEMG) 54,312 +23,672 $2,808
     IEMG54,312+23,672$2,808
ISHARES TR (IVE) 24,123 -3,711 $2,720
     IVE24,123-3,711$2,720
VANGUARD GROUP (VIG) 22,923 +5,841 $2,513
     VIG22,923+5,841$2,513
INTEL CORP 45,044 +1,078 $2,419
     INTC45,044+1,078$2,419
VANGUARD MUN BD FD INC (VTEB) 46,300 -8,864 $2,415
     VTEB46,300-8,864$2,415
FISERV INC 26,066 +1,120 $2,301
     FISV26,066+1,120$2,301
THERMO FISHER SCIENTIFIC INC 8,381 +141 $2,294
     TMO8,381+141$2,294
VANGUARD WORLD FD (MGV) 27,080 -74 $2,113
     MGV27,080-74$2,113
UNION PAC CORP 12,600 -2 $2,107
     UNP12,600-2$2,107
CHEVRON CORP NEW 16,842 +837 $2,075
     CVX16,842+837$2,075
VANGUARD INDEX FDS (VBR) 15,647 -4,490 $2,014
     VBR15,647-4,490$2,014
PFIZER INC 45,660 -667 $1,939
     PFE45,660-667$1,939
WALMART INC 19,185 +1,500 $1,871
     WMT19,185+1,500$1,871
MASTERCARD INCORPORATED 7,930 -56 $1,867
     MA7,930-56$1,867
ISHARES TR (IJK) 8,500 -2,417 $1,862
     IJK8,500-2,417$1,862
DARDEN RESTAURANTS INC 15,321 +701 $1,861
     DRI15,321+701$1,861
TRAVELERS COMPANIES INC 13,552 +1,051 $1,859
     TRV13,552+1,051$1,859
TARGET CORP 22,310 +2,624 $1,791
     TGT22,310+2,624$1,791
NVIDIA CORP 9,717 +938 $1,745
     NVDA9,717+938$1,745
DANAHER CORP DEL 12,645 +386 $1,669
     DHR12,645+386$1,669
ROPER TECHNOLOGIES INC 4,799 -8 $1,641
     ROP4,799-8$1,641
ISHARES TR (IWF) 9,792 +225 $1,482
     IWF9,792+225$1,482

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 03/31/2019: $344,182
At 12/31/2018: $290,582

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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