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Home > Institutional Investor > Bdo Wealth Advisors, Llc > Profile

Instuitional Investor - Bdo Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Bdo Wealth Advisors, Llc
Portfolio Value $871,874,810
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 858,103 $57,921,963 6.64%
2.
Invesco Exchange Traded Fd T
 303,014 $45,343,078 5.2%
3.
Ishares Trust
 IEF 549,553 $39,842,563 4.56%
4.
Ishares Trust
 IEF 137,726 $36,012,626 4.13%
5.
Ishares Trust
 IEF 72,015 $32,097,613 3.68%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)