StockDriftsStockDriftsTop 50 Bdo Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 6.64% | 858.1K | $57.9M | -0.96%(-8.33K) | — | 2023-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.2% | 303.0K | $45.3M | -2.41%(-7.48K) | — | 2023-06-30 | |
| EFA | ISHARES TR | 4.57% | 549.6K | $39.8M | -1.50%(-8.37K) | — | 2023-06-30 | |
| IJH | ISHARES TR | 4.13% | 137.7K | $36.0M | +1.52%(+2.06K) | — | 2023-06-30 | |
| IVV | ISHARES TR | 3.68% | 72.0K | $32.1M | +0.72%(+518) | — | 2023-06-30 | |
| IEMG | ISHARES INC | 3.29% | 582.3K | $28.7M | -0.87%(-5.12K) | — | 2023-06-30 | |
| AAPL | APPLE INC | 3.1% | 139.5K | $27.1M | +2.21%(+3.01K) | — | 2023-06-30 | |
| MINT | PIMCO ETF TR | 3.07% | 268.3K | $26.8M | +3.02%(+7.87K) | — | 2023-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.76% | 318.6K | $24.1M | -1.83%(-5.93K) | — | 2023-06-30 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1.89% | 34.3K | $16.4M | -0.46%(-160) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Bdo Wealth Advisors, Llc reports $871.87M in US-listed equity holdings across 980 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (6.6%), RSP (5.2%) and EFA (4.6%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bdo Wealth Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1713458). View Bdo Wealth Advisors, Llc’s 13F filings on SEC