StockDriftsStockDriftsTop 50 Blue Bell Private Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | 20.29% | 217.1K | $141.2M | -3.16%(-7.07K) | $287.39(+159.16%) | 2026-03-31 | |
| GAM | GENERAL AMERN INVS CO INC COM | 6.87% | 817.5K | $47.8M | +0.85%(+6.86K) | $38.20(+67.38%) | 2026-03-31 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 3.01% | 815.8K | $20.9M | -0.24%(-2.00K) | $9.87(+197.87%) | 2026-03-31 | |
| ADX | ADAMS DIVERSIFIED EQUITY FD COM | 2.81% | 894.2K | $19.6M | -3.26%(-30.09K) | $14.33(+78.61%) | 2026-03-31 | |
| CET | CENTRAL SECS CORP COM | 2.5% | 349.9K | $17.4M | +12.34%(+38.43K) | $44.28(+19.01%) | 2026-03-31 | |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 2.16% | 597.4K | $15.0M | -1.26%(-7.60K) | $10.37(+178.41%) | 2026-03-31 | |
| TY | TRI CONTL CORP COM | 1.95% | 430.0K | $13.6M | +2.16%(+9.11K) | $20.50(+70.44%) | 2026-03-31 | |
| IWM | ISHARES RUSSELL 2000 ETF | 1.77% | 49.8K | $12.3M | +6.80%(+3.17K) | $175.46(+69.60%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 1.68% | 36.4K | $11.7M | +10.94%(+3.59K) | $212.61(+73.45%) | 2026-03-31 | |
| RVT | ROYCE SMALL CAP TRUST INC COM | 1.56% | 653.8K | $10.9M | +0.23%(+1.47K) | $14.67(+25.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.69% | +50.84% |
| Top 20 Holdings Unweighted | +12.67% | +43.01% |
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