IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Blue Bell Private Wealth Management, LLC

Q1 2014 Holdings

Filed 2014-04-29 | 390 holdings | $258.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Schwab International Equity(SCHF)COM808524805$1926,0890.1%
Eaton Vance Tax Managed(XEXGX)COM27829F108$19319,1190.1%
Nuveen Eqty Prem Growth(XSSPX)COM6706EW100$19513,7940.1%
Headwaters IncCOM42210P102$19815,0000.1%
Clough Global Opportunities(GLO)COM18914E106$20415,9750.1%
Spdr Stoxx Europe 50(SPEU)COM78463X103$2075,4000.1%
Verizon Communications(VZ)COM92343V104$2144,4990.1%
Mvc Capital Inc(MVC)COM553829102$21415,8150.1%
Proshares Ultrashort Euro(EUO)COM74347W882$21812,8500.1%
Spdr S&P Regional Bking(KRE)COM78464A698$2205,3250.1%
Etfs Physical White Metals BasCOM26923B104$2215,6000.1%
Honeywell International(HON)COM438516106$2232,4090.1%
Petroleum & Resources CpCOM716549100$2288,1520.1%
Microsoft Corp(MSFT)COM594918104$2315,6350.1%
Market Vectors Agribusiness ETCOM57060U605$2354,3160.1%
Delaware Enhanced Gbl Div & InCOM246060107$25820,9930.1%
Nuveen Tax Advantaged FdCOM67073G105$26217,1180.1%
Vanguard Dividend Appreciation(VIG)COM921908844$2663,5380.1%
Flowserve Corporation(FLS)COM34354P105$2743,5000.1%
iShares Silver Trust(SLV)COM46428Q109$27814,6050.1%
Aqua America IncCOM03836W103$28311,2860.1%
Wal-Mart Stores Inc(WMT)COM931142103$2873,7500.1%
Intel Corp(INTC)COM458140100$28711,1140.1%
Royce Micro-Cap Trust(RMT)COM780915104$29223,8610.1%
Schwab U.S. Tips ETF(SCHP)COM808524870$3075,6840.1%
Wells Fargo & Co New(WFC)COM949746101$3126,2770.1%
Health Care Select Sector Spdr(XLV)COM81369Y209$3556,0740.1%
3m Company(MMM)COM88579Y101$3592,6500.1%
Sch US Div Equity Etf(SCHD)COM808524797$3619,7890.1%
CVS Corp Del(CVS)COM126650100$3875,1700.1%
AllianzGI Eqty & Conv Income FCOM00119P102$41721,4210.2%
Proshares Short 20+ Year Treas(TBF)COM74347X849$42413,9500.2%
WisdomTree Emerging Currency E(CEW)COM97717W133$42721,1810.2%
Delaware Invts Div &IncmCOM245915103$45847,8580.2%
Blackrock Enhcd Cap & Incm(CII)COM09256A109$47133,7160.2%
American Intl Group IncCOM26874107$50310,0500.2%
iShares S&P 500 Growth(IVW)COM464287309$5055,0540.2%
Eaton Vance Enhanced Equity In(EOI)COM278274105$51339,2660.2%
iShares S&P 100 Index Fund(OEF)COM464287101$5176,2480.2%
Schwab U.S. Large-Cap Value(SCHV)COM808524409$55413,4440.2%
General Electric CompanyCOM369604103$55521,4340.2%
Lockheed Martin Corp(LMT)COM539830109$5633,4470.2%
Johnson & Johnson(JNJ)COM478160104$5775,8790.2%
CSX Corp(CSX)COM126408103$58720,2500.2%
iShares Barclays Tips Bond Fun(TIP)COM464287176$5915,2750.2%
Etfs Gold Trust ETFCOM26922Y105$5924,6950.2%
Eaton Vance Enhance Eqty(EOS)COM278277108$60745,9140.2%
Schwab Emerging Markets Equity(SCHE)COM808524706$65026,7160.3%
Intl Business Machines(IBM)COM459200101$6713,4840.3%
Vanguard S&P 500 ETFCOM922908413$7374,3000.3%
PreviousPage 7 of 8Next