HoldingsChannel.com
BDO Wealth Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VCSH) 307,482 -27,852 $24,915
     VCSH307,482-27,852$24,915
ISHARES TR (IEFA) 305,917 -15,512 $19,958
     IEFA305,917-15,512$19,958
VANGUARD BD INDEX FD INC (BND) 232,415 -12,702 $19,490
     BND232,415-12,702$19,490
ISHARES TR (IJH) 87,308 -1,818 $17,970
     IJH87,308-1,818$17,970
PIMCO ETF TR (MINT) 169,545 -38,801 $17,224
     MINT169,545-38,801$17,224
VANGUARD INTL EQUITY INDEX F (VWO) 339,787 +48,027 $15,110
     VWO339,787+48,027$15,110
SPDR S&P MIDCAP 400 ETF TR (MDY) 37,930 -2,726 $14,238
     MDY37,930-2,726$14,238
ISHARES TR (IVV) 42,316 +10,948 $13,678
     IVV42,316+10,948$13,678
ISHARES TR (EFAV) 134,839 +1,416 $10,051
     EFAV134,839+1,416$10,051
SPDR SERIES TRUST (SHM) 146,264 -882 $7,183
     SHM146,264-882$7,183
SPDR S&P 500 ETF TR (SPY)      $7,079
     SPY20,994-1,520$6,757
     Call1,000-400$322
APPLE INC 21,635 -1,340 $6,353
     AAPL21,635-1,340$6,353
ISHARES TR (EFA) 87,304 +1,374 $6,062
     EFA87,304+1,374$6,062
VANGUARD WORLD FD (MGK) 40,208 -4,610 $5,857
     MGK40,208-4,610$5,857
ISHARES TR (IGSB) 101,370 -28,967 $5,436
     IGSB101,370-28,967$5,436
ISHARES TR (IVW) 24,878 +2,715 $4,817
     IVW24,878+2,715$4,817
ISHARES TR (IJR) 55,515 -9,075 $4,655
     IJR55,515-9,075$4,655
MICROSOFT CORP 29,335 -682 $4,626
     MSFT29,335-682$4,626
VANGUARD INDEX FDS (VO) 180,753 +10,959 $4,615
     VO180,753+10,959$4,615
JP MORGAN EXCHANGE TRADED FD (JPIN) 70,153 -21,438 $4,005
     JPIN70,153-21,438$4,005
VANGUARD TAX MANAGED INTL FD (VEA) 88,854 -52,575 $3,915
     VEA88,854-52,575$3,915
JPMORGAN CHASE & CO 27,565 -1,279 $3,843
     JPM27,565-1,279$3,843
VANGUARD BD INDEX FD INC (BSV) 41,125 -125 $3,315
     BSV41,125-125$3,315
VANGUARD INDEX FDS (VB) 180,655 +34,511 $3,280
     VB180,655+34,511$3,280
ISHARES TR (IVE) 24,848 -1,661 $3,232
     IVE24,848-1,661$3,232
VANGUARD GROUP (VIG) 25,066 -9,578 $3,125
     VIG25,066-9,578$3,125
VANGUARD MUN BD FD INC (VTEB) 56,990 +3,190 $3,051
     VTEB56,990+3,190$3,051
ISHARES TR (AGG) 26,508 -14,945 $2,979
     AGG26,508-14,945$2,979
VANGUARD BD INDEX FD INC (BIV) 32,568 -1,921 $2,841
     BIV32,568-1,921$2,841
FISERV INC 24,515 -1,295 $2,835
     FISV24,515-1,295$2,835
TARGET CORP 21,258 -1,178 $2,725
     TGT21,258-1,178$2,725
INTEL CORP 44,017 -3,194 $2,634
     INTC44,017-3,194$2,634
CISCO SYS INC 54,282 -4,583 $2,603
     CSCO54,282-4,583$2,603
THERMO FISHER SCIENTIFIC INC 7,984 -357 $2,594
     TMO7,984-357$2,594
ISHARES TR (LQD) 19,749 -915 $2,527
     LQD19,749-915$2,527
VANGUARD INDEX FDS (VOE) 20,701 +13,037 $2,467
     VOE20,701+13,037$2,467
WALMART INC 18,319 -994 $2,177
     WMT18,319-994$2,177
UNION PACIFIC CORP 11,899 -713 $2,151
     UNP11,899-713$2,151
CHEVRON CORP NEW 17,041 -968 $2,054
     CVX17,041-968$2,054
VANGUARD WORLD FD (MGV) 23,433 -312 $2,043
     MGV23,433-312$2,043
MASTERCARD INC 6,514 -1,074 $1,945
     MA6,514-1,074$1,945
SPDR SERIES TRUST (JNK) 17,410 +12,203 $1,907
     JNK17,410+12,203$1,907
ISHARES TR (IWF) 10,633 +88 $1,871
     IWF10,633+88$1,871
INVESCO QQQ TR 8,600 +2,395 $1,828
     QQQ8,600+2,395$1,828
TRAVELERS COMPANIES INC 13,223 -986 $1,811
     TRV13,223-986$1,811
ISHARES INC (IEMG) 33,666 +6,253 $1,810
     IEMG33,666+6,253$1,810
DANAHER CORPORATION 11,732 -900 $1,801
     DHR11,732-900$1,801
NVIDIA CORP 7,619 -2,046 $1,793
     NVDA7,619-2,046$1,793
VANGUARD INDEX FDS (VBR) 12,245 -1,978 $1,678
     VBR12,245-1,978$1,678
BANK AMER CORP 46,760 -4,052 $1,647
     BAC46,760-4,052$1,647

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 12/31/2019: $387,678
At 09/30/2019: $390,434

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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