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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:
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
57,922.0
-0.96%
6.640
-0.07%
0.060
+12.76%
+20.38%
142,271.9
 
RSP
Invesco S&P 500 Equal Weight ETF
303,014
45,343.1
-2.41%
5.200
-0.13%
0.130
+15.91%
+5.94%
73,940.4
 
EFA
iShares MSCI EAFE ETF
549,553
39,842.6
-1.50%
4.570
-0.07%
0.080
+12.09%
+19.58%
64,097.3
 
IJH
iShares Core S&P Mid-Cap ETF
688,630
36,012.6
+1.52%
4.130
+0.06%
0.050
+18.31%
+2.05%
96,855.6
 
IVV
iShares Core S&P 500 ETF
72,015
32,097.6
+0.72%
3.680
+0.03%
0.010
+22.87%
+8.11%
636,339.9
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
582,280
28,700.6
-0.87%
3.290
-0.03%
0.040
+19.72%
+19.11%
99,799.6
 
AAPL
Apple Inc
139,458
27,050.7
+2.21%
3.100
+0.07%
0.000
+10.23%
-14.88%
3,176,100.4
Hardware
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
268,346
26,770.2
+3.02%
3.070
+0.09%
0.320
+1.37%
+2.54%
13,322.2
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
318,606
24,105.7
-1.83%
2.760
-0.06%
0.070
+2.18%
+3.90%
35,046.9
 
MDY
S&P MidCap 400 ETF
34,320
16,436.3
-0.46%
1.890
-0.01%
0.080
+17.96%
+1.78%
23,110.4
 

BDO Wealth Advisors, LLC's Historical Top Holdings Breakdowns

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

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BDO Wealth Advisors, LLC's Asset Allocation

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BDO Wealth Advisors, LLC Past Portfolios

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

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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

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