BDO Wealth Advisors, LLC 13F Holdings · last filed Q2 2023
BDO Wealth Advisors, LLC reported 978 securities worth $871.87M in its SEC 13F filing for Q2 2023 (period ended 2023-06-30). Top holdings: IEFA (6.64%), RSP (5.20%), EFA (4.57%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $57.9M | 6.64% | 858,103 | Trimmed |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $45.3M | 5.20% | 303,014 | Trimmed |
| 3 | EFA | ISHARES TR | $39.8M | 4.57% | 549,553 | Trimmed |
| 4 | IJH | ISHARES TR | $36.0M | 4.13% | 137,726 | Added |
| 5 | IVV | ISHARES TR | $32.1M | 3.68% | 72,015 | Added |
| 6 | IEMG | ISHARES INC | $28.7M | 3.29% | 582,280 | Trimmed |
| 7 | AAPL | APPLE INC | $27.1M | 3.10% | 139,458 | Added |
| 8 | MINT | PIMCO ETF TR | $26.8M | 3.07% | 268,346 | Added |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $24.1M | 2.76% | 318,606 | Trimmed |
| 10 | MDY | SPDR S&P MIDCAP 400 ETF TR | $16.4M | 1.89% | 34,320 | Trimmed |
| 11 | BAC | BANK AMERICA CORP | $15.8M | 1.81% | 549,985 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $15.5M | 1.77% | 380,344 | Trimmed |
| 13 | IXUS | ISHARES TR | $14.7M | 1.69% | 235,049 | Added |
| 14 | EMXC | ISHARES INC | $14.2M | 1.62% | 272,260 | Added |
| 15 | IVE | ISHARES TR | $13.7M | 1.57% | 85,129 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $12.7M | 1.45% | 37,216 | Added |
| 17 | SPY | SPDR S&P 500 ETF TR | $10.9M | 1.25% | 24,683 | Trimmed |
| 18 | EEM | ISHARES TR | $10.8M | 1.24% | 273,414 | Trimmed |
| 19 | IVW | ISHARES TR | $10.2M | 1.17% | 144,827 | Trimmed |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $8.8M | 1.01% | 189,831 | Trimmed |
| 21 | ITOT | ISHARES TR | $8.4M | 0.96% | 85,907 | Added |
| 22 | BSV | VANGUARD BD INDEX FDS | $8.1M | 0.93% | 106,831 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $7.5M | 0.86% | 62,986 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $6.7M | 0.77% | 46,224 | Added |
| 25 | META | META PLATFORMS INC | $6.7M | 0.77% | 23,447 | Added |
Source: SEC Form 13F filings · as of 2023-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR