StockDriftsStockDriftsTop 50 Bms Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.7% | 36.8K | $16.4M | -47.09%(-32.76K) | — | 2023-06-30 | |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | 6.76% | 97.0K | $10.4M | new | — | 2023-06-30 | |
| DLN | WISDOMTREE TR | 6.13% | 147.8K | $9.4M | new | — | 2023-06-30 | |
| SPTI | SPDR SER TR | 5.43% | 294.2K | $8.3M | +3440.92%(+285.87K) | — | 2023-06-30 | |
| SPGP | INVESCO EXCHANGE TRADED FD T | 5.25% | 88.6K | $8.0M | +351.39%(+68.98K) | — | 2023-06-30 | |
| IUSB | ISHARES TR | 3.22% | 108.6K | $4.9M | -47.37%(-97.76K) | — | 2023-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 2.74% | 55.6K | $4.2M | -60.76%(-86.11K) | — | 2023-06-30 | |
| SPSB | SPDR SER TR | 2.57% | 133.8K | $3.9M | new | — | 2023-06-30 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 2.55% | 161.5K | $3.9M | new | — | 2023-06-30 | |
| IWY | ISHARES TR | 2.52% | 24.4K | $3.9M | -47.36%(-21.93K) | — | 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 | — | — | — | — |
Bms Financial Advisors, Llc reports $153.36M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.7%), QQEW (6.8%) and DLN (6.1%). 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 Bms Financial Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1928041). View Bms Financial Advisors, Llc’s 13F filings on SEC