BW

BDO Wealth Advisors, LLC

13F
BDO Wealth Advisors, LLC
Last update 2023-08-01 981 Stocks (30 new)
Value $872.00 Mil Turnover 6 %
Countries:
Top Holdings: IEFA(6.64%)RSP(5.20%)EFA(4.57%)IJH(4.13%)IVV(3.68%)
Portfolio Report
Summary Stock Picks Current Portfolio
BDO Wealth Advisors, LLC Top Holdings of 2023-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEFA 		iShares Core MSCI EAFE ETF
858,103
57921.960
-0.96%
6.640
-0.07%
0.060
+0.69%
+5.54%
121650.356
 
RSP 		Invesco S&P 500 Equal Weight ETF
303,014
45343.080
-2.41%
5.200
-0.13%
0.130
+4.33%
+12.92%
65828.732
 
EFA 		iShares MSCI EAFE ETF
549,553
39842.560
-1.50%
4.570
-0.07%
0.080
+0.59%
+5.79%
55576.282
 
IJH 		iShares Core S&P Mid-Cap ETF
688,630
36012.630
+1.52%
4.130
+0.06%
0.050
+1.82%
+13.15%
92381.458
 
IVV 		iShares Core S&P 500 ETF
72,015
32097.610
+0.72%
3.680
+0.03%
0.010
+6.95%
+21.99%
547129.359
 
IEMG 		iShares Core MSCI Emerging Markets ETF
582,280
28700.560
-0.87%
3.290
-0.03%
0.040
+5.71%
+10.46%
82565.319
 
AAPL 		Apple Inc
139,458
27050.700
+2.21%
3.100
+0.07%
0.000
+5.29%
+19.97%
3498471.924
Hardware
MINT 		PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
268,346
26770.220
+3.02%
3.070
+0.09%
0.320
-0.01%
+0.86%
11994.867
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
318,606
24105.690
-1.83%
2.760
-0.06%
0.070
+0.50%
+1.40%
34165.160
 
MDY 		S&P MidCap 400 ETF
34,320
16436.290
-0.46%
1.890
-0.01%
0.080
+1.83%
+12.97%
23194.032
 

BDO Wealth Advisors, LLC's Historical Top Holdings Breakdowns

BDO Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BAC 		Bank of America Corp2023-06-30Add
+1.50%
●
26.99 ($28.54) 30.56
$42.31
48.25%
Add 491.13%
549,985
456,945
BSV 		Vanguard Short-Term Bond ETF2023-06-30Reduce
-0.71%
●
75.37 ($75.93) 76.67
$77.67
2.29%
Reduce -41.53%
106,831
-75,883
ADBE 		Adobe Inc2023-06-30Add
+0.51%
●
335.45 ($402.56) 495.18
$486.91
20.95%
Add 3790.34%
9,259
9,021
ANGL 		VanEck Vectors Fallen Angel High Yield Bond ETF2023-06-30New Buy
+0.45%
●
26.84 ($27.28) 27.64
$28.95
6.12%
New holding
140,537
140,537
MCHP 		Microchip Technology Inc2023-06-30Add
+0.44%
●
71.8 ($78.97) 89.59
$75.58
-4.29%
Add 1348.83%
45,392
42,259
DHI 		D.R. Horton Inc2023-06-30Add
+0.38%
●
95.64 ($109.16) 123.05
$169.29
55.08%
Add 10359.46%
27,090
26,831
IJR 		iShares Core S&P Small-Cap ETF2023-06-30Reduce
-0.35%
●
90.81 ($95) 99.81
$115.81
21.91%
Reduce -31.93%
63,672
-29,872
VOO 		Vanguard S&P 500 ETF2023-06-30Add
+0.31%
●
369.99 ($384.18) 407.28
$533.16
38.78%
Add 923.9%
7,239
6,532
VUG 		Vanguard Growth ETF2023-06-30Add
+0.30%
●
242.7 ($259.67) 282.96
$394.25
51.83%
Add 204.81%
14,015
9,417
WMT 		Walmart Inc2023-06-30Reduce
-0.29%
●
48.69 ($50.43) 52.58
$81.39
61.39%
Reduce -75.64%
15,411
-15,953

BDO Wealth Advisors, LLC Total Holding History ($B)

To

BDO Wealth Advisors, LLC's Asset Allocation

To

BDO Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BDO Wealth Advisors, LLC's Hypothetical Growth since 2023-06-30

BDO Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BDO Wealth Advisors, LLC's Holdings Heat Map

Size field:

BDO Wealth Advisors, LLC's Holdings Bubble Chart

BDO Wealth Advisors, LLC News

  • 1

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