BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK

1352860

City

BLUE BELL

State / Country

Stock

Top Portfolio Positions

410 positions · $447,273,297 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	217,082	$141,177,107	31.56%
GAM	General American Investors Co Inc Financial Services	817,542	$47,801,680	10.69%
ADX	Adams Diversified Equity Fund, Inc. Financial Services	894,195	$19,573,928	4.38%
CET	Central Securities Corp Financial Services	349,922	$17,377,126	3.89%
TY	TRI-CONTINENTAL Corp Financial Services	430,043	$13,585,058	3.04%
RVT	Royce Small-Cap Trust, Inc. Financial Services	653,774	$10,852,648	2.43%
DIA	Spdr Dow Jones Industrial Average ETF Trust	20,471	$9,481,962	2.12%
ASA	ASA Gold & Precious Metals Ltd Financial Services	144,765	$8,979,772	2.01%
QQQ	Invesco Qqq Trust, Series 1	13,918	$8,033,191	1.80%
AAPL	Apple Inc. Technology	29,074	$7,378,690	1.65%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,795,535	308,899	+5.5%	Shares	Sole	2026-05-11
2025-12-31	$2,818,431	292,672	+5.3%	Shares	Sole	2026-02-09
2025-09-30	$2,520,172	277,858	+15.4%	Shares	Sole	2025-10-22
2025-06-30	$2,274,633	240,702	+9.8%	Shares	Sole	2025-08-11
2025-03-31	$2,209,989	219,245	+6.5%	Shares	Sole	2025-05-05
2024-12-31	$1,983,892	205,798	+22.3%	Shares	Sole	2025-02-07
2024-09-30	$1,843,071	168,317	+45.2%	Shares	Sole	2024-10-29
2024-06-30	$1,110,504	115,919	+26.7%	Shares	Sole	2024-08-05
2024-03-31	$936,847	91,489	+5.2%	Shares	Sole	2024-04-24
2023-12-31	$811,784	87,008	-10.9%	Shares	Sole	2024-01-25
2023-09-30	$838,025	97,672	+1.9%	Shares	Sole	2023-10-30
2023-06-30	$955,124	95,896	+1.6%	Shares	Sole	2023-08-08
2023-03-31	$952,536	94,404	+1.9%	Shares	Sole	2023-05-08
2022-12-31	$952,627	92,668	-5.2%	Shares	Sole	2023-02-03
2022-09-30	$928,853	97,774	-6.9%	Shares	Sole	2022-11-09
2022-06-30	$1,125,921	105,030	+15.7%	Shares	Sole	2022-08-02
2022-03-31	$1,163,979	90,794	-4.5%	Shares	Sole	2022-04-21
2021-12-31	$1,290,167	95,075	+16.0%	Shares	Sole	2022-01-26
2021-09-30	$1,082,757	81,965	+3.8%	Shares	Sole	2021-11-10
2021-06-30	$1,065,609	78,934	-3.8%	Shares	Sole	2021-08-05
2021-03-31	$1,022,293	82,046	-5.9%	Shares	Sole	2021-04-23
2020-12-31	$1,042,028	87,199	-7.3%	Shares	Sole	2021-01-21
2020-09-30	$970,585	94,049	+3.8%	Shares	Sole	2020-10-23
2020-06-30	$910,115	90,649	+17.0%	Shares	Sole	2020-07-30
2020-03-31	$670,725	77,451	—	Shares	Sole	2020-04-22
No 13F history on record for this holder in this stock.