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Bdo Wealth Advisors, Llc

Portfolio Manager
Bdo Wealth Advisors, Llc
Performance
0% (N/A)
AUM (13F)
$871.87M
# of Holdings
980
Performance Rank
N/A
Allocation (Top 20)
N/A

Bdo Wealth Advisors, Llc Holdings Map

Top 50 Bdo Wealth Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IEFA
ISHARES TR
6.64%858.1K$57.9M
-0.96%(-8.33K)
2022-Q3: 1.08M shares2022-Q4: 832.9K shares2023-Q1: 866.4K shares2023-Q2: 858.1K shares2023-06-30
RSP
INVESCO EXCHANGE TRADED FD T
5.2%303.0K$45.3M
-2.41%(-7.48K)
2022-Q3: 270.4K shares2022-Q4: 310.1K shares2023-Q1: 310.5K shares2023-Q2: 303.0K shares2023-06-30
EFA
ISHARES TR
4.57%549.6K$39.8M
-1.50%(-8.37K)
2022-Q3: 178.7K shares2022-Q4: 571.4K shares2023-Q1: 557.9K shares2023-Q2: 549.6K shares2023-06-30
IJH
ISHARES TR
4.13%137.7K$36.0M
+1.52%(+2.06K)
2022-Q3: 140.1K shares2022-Q4: 137.6K shares2023-Q1: 135.7K shares2023-Q2: 137.7K shares2023-06-30
IVV
ISHARES TR
3.68%72.0K$32.1M
+0.72%(+518)
2022-Q3: 74.7K shares2022-Q4: 72.9K shares2023-Q1: 71.5K shares2023-Q2: 72.0K shares2023-06-30
IEMG
ISHARES INC
3.29%582.3K$28.7M
-0.87%(-5.12K)
2022-Q3: 568.9K shares2022-Q4: 594.5K shares2023-Q1: 587.4K shares2023-Q2: 582.3K shares2023-06-30
AAPL
APPLE INC
3.1%139.5K$27.1M
+2.21%(+3.01K)
2022-Q3: 151.4K shares2022-Q4: 154.8K shares2023-Q1: 136.4K shares2023-Q2: 139.5K shares2023-06-30
MINT
PIMCO ETF TR
3.07%268.3K$26.8M
+3.02%(+7.87K)
2022-Q3: 309.2K shares2022-Q4: 266.1K shares2023-Q1: 260.5K shares2023-Q2: 268.3K shares2023-06-30
VCSH
VANGUARD SCOTTSDALE FDS
2.76%318.6K$24.1M
-1.83%(-5.93K)
2022-Q3: 383.8K shares2022-Q4: 341.1K shares2023-Q1: 324.5K shares2023-Q2: 318.6K shares2023-06-30
MDY
SPDR S&P MIDCAP 400 ETF TR
1.89%34.3K$16.4M
-0.46%(-160)
2022-Q3: 35.0K shares2022-Q4: 35.1K shares2023-Q1: 34.5K shares2023-Q2: 34.3K shares2023-06-30

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