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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

BDO Wealth Advisors, LLC INSTITUTION : BDO Wealth Advisors, LLC
BDO Wealth Advisors, LLC Portfolio (reported on 2020-08-14)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
ISHARES TR    (CORE MSCI EAFE) IEFA 38,994,000 682,197 6.85%
ISHARES TR    (CORE S&P500 ETF) IVV 27,306,000 88,172 4.79%
ISHARES TR    (CORE S&P TTL STK) ISI 27,131,000 390,711 4.76%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 26,693,000 322,925 4.69%
ISHARES INC    (CORE MSCI EMKT) IEMG 23,207,000 487,533 4.07%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 22,567,000 255,456 3.96%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 21,915,000 553,258 3.85%
ISHARES TR    (CORE S&P MCP ETF) IJH 19,136,000 107,613 3.36%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 18,454,000 181,470 3.24%
ISHARES TR    (CORE MSCI TOTAL) IXUS 14,915,000 273,562 2.62%
ISHARES TR    (RUS 1000 GRW ETF) IWF 12,581,000 65,545 2.21%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 12,460,000 38,400 2.18%
ISHARES TR    (USA QUALITY FCTR) QUAL 10,438,000 108,817 1.83%
APPLE INC    (COM) AAPL 9,636,000 26,414 1.69%
CITIGROUP INC    (COM NEW) C 8,129,000 159,080 1.42%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 7,852,000 25,463 1.37%
ISHARES TR    (S&P 500 GRWT ETF) IVW 7,584,000 36,551 1.33%
ISHARES TR    (MSCI EAFE ETF) EFA 7,308,000 120,064 1.28%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 6,683,000 80,402 1.17%
MICROSOFT CORP    (COM) MSFT 6,638,000 32,620 1.16%
SPDR SER TR    (NUVEEN BLMBRG SR) 6,486,000 130,049 1.13%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 6,400,000 96,884 1.12%
AT&T INC    (COM) T 6,102,000 201,859 1.07%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 4,680,000 28,621 0.82%
ISHARES TR    (S&P 500 VAL ETF) IVE 4,614,000 42,641 0.81%
ISHARES TR    (CORE S&P SCP ETF) IJR 4,598,000 67,330 0.80%
VANGUARD INDEX FDS    (MID CAP ETF) VO 4,570,000 27,883 0.80%
ISHARES TR    (SH TR CRPORT ETF) CSJ 4,507,000 82,373 0.79%
VANGUARD TAX-MANAGED FDS    (FTSE DEV MKT ETF) VEA 4,442,000 114,523 0.78%
SINCLAIR BROADCAST GROUP INC    (CL A) SBGI 4,347,000 235,468 0.76%
CATALENT INC    (COM) CTLT 3,262,000 44,500 0.57%
NVIDIA CORPORATION    (COM) NVDA 3,077,000 8,100 0.54%
JPMORGAN CHASE & CO    (COM) JPM 2,986,000 31,741 0.52%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 2,976,000 8,214 0.52%
INTEL CORP    (COM) INTC 2,935,000 49,048 0.51%
CISCO SYS INC    (COM) CSCO 2,866,000 61,450 0.50%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 2,862,000 24,422 0.50%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 2,766,000 29,677 0.48%
TARGET CORP    (COM) TGT 2,750,000 22,928 0.48%
ISHARES TR    (IBOXX INV CP ETF) LQD 2,734,000 20,324 0.48%
ISHARES TR    (CORE DIV GRWTH) DGRO 2,722,000 72,395 0.47%
DELTA AIR LINES INC DEL    (COM NEW) DAL 2,690,000 95,898 0.47%
VANGUARD MUN BD FDS    (TAX EXEMPT BD) 2,681,000 49,511 0.47%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 2,617,000 17,962 0.45%
FISERV INC    (COM) FISV 2,589,000 26,524 0.45%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 2,547,000 26,611 0.44%
FACEBOOK INC    (CL A) FB 2,386,000 10,509 0.41%
ISHARES TR    (CORE US AGGBD ET) AGG 2,315,000 19,581 0.40%
WALMART INC    (COM) WMT 2,200,000 18,367 0.38%
DANAHER CORPORATION    (COM) DHR 2,119,000 11,986 0.37%
HOME DEPOT INC    (COM) HD 2,089,000 8,339 0.36%
MASTERCARD INCORPORATED    (CL A) MA 2,068,000 6,993 0.36%
UNION PAC CORP    (COM) UNP 2,058,000 12,174 0.36%
ISHARES TR    (RUS MD CP GR ETF) IWP 2,056,000 13,005 0.36%
ALPHABET INC    (CAP STK CL A) GOOGL 2,048,000 1,444 0.35%
INVESCO QQQ TR    (UNIT SER 1) 1,998,000 8,068 0.35%
CHEVRON CORP NEW    (COM) CVX 1,974,000 22,127 0.34%
DISNEY WALT CO    (COM DISNEY) DIS 1,901,000 17,047 0.33%
LOWES COS INC    (COM) LOW 1,854,000 13,718 0.32%
PFIZER INC    (COM) PFE 1,822,000 55,716 0.32%
AMAZON COM INC    (COM) AMZN 1,804,000 654 0.31%
JOHNSON & JOHNSON    (COM) JNJ 1,793,000 12,748 0.31%
AMERIPRISE FINL INC    (COM) AMP 1,789,000 11,921 0.31%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,787,000 32,418 0.31%
TRANE TECHNOLOGIES PLC    (SHS) 1,780,000 20,000 0.31%
MERCK & CO. INC    (COM) MRK 1,715,000 22,173 0.30%
ROPER TECHNOLOGIES INC    (COM) ROP 1,697,000 4,372 0.29%
TRAVELERS COMPANIES INC    (COM) TRV 1,610,000 14,113 0.28%
BK OF AMERICA CORP    (COM) BAC 1,599,000 67,334 0.28%
STRYKER CORPORATION    (COM) SYK 1,523,000 8,450 0.26%
VANGUARD WORLD FD    (MEGA CAP VAL ETF) MGV 1,445,000 19,728 0.25%
APTIV PLC    (SHS) 1,407,000 18,059 0.24%
ALLSTATE CORP    (COM) ALL 1,397,000 14,401 0.24%
MCKESSON CORP    (COM) MCK 1,389,000 9,054 0.24%
MARRIOTT INTL INC NEW    (CL A) MAR 1,366,000 15,932 0.24%
CUMMINS INC    (COM) CMI 1,351,000 7,795 0.23%
ECOLAB INC    (COM) ECL 1,337,000 6,718 0.23%
DARDEN RESTAURANTS INC    (COM) DRI 1,322,000 17,442 0.23%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 1,293,000 12,097 0.22%
HOWARD BANCORP INC    (COM) HBMD 1,235,000 116,332 0.21%
CVS HEALTH CORP    (COM) CVS 1,233,000 18,974 0.21%
LOCKHEED MARTIN CORP    (COM) LMT 1,212,000 3,320 0.21%
UNITEDHEALTH GROUP INC    (COM) UNH 1,151,000 3,901 0.20%
ALEXION PHARMACEUTICALS INC    (COM) ALXN 1,146,000 10,209 0.20%
ISHARES TR    (MSCI EMG MKT ETF) EEM 1,081,000 27,032 0.18%
HP INC    (COM) HPQ 1,032,000 59,221 0.18%
QUANTA SVCS INC    (COM) PWR 1,024,000 26,096 0.17%
LKQ CORP    (COM) LKQX 991,000 37,811 0.17%
CAPITAL ONE FINL CORP    (COM) COF 990,000 15,810 0.17%
ISHARES TR    (0-5YR INVT GR CP) SLQD 990,000 19,000 0.17%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 986,000 23,262 0.17%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 975,000 8,076 0.17%
VALERO ENERGY CORP    (COM) VLO 949,000 16,128 0.16%
STANLEY BLACK & DECKER INC    (COM) SWK 946,000 6,791 0.16%
CONSTELLATION BRANDS INC    (CL A) STZ 943,000 5,387 0.16%
UNUM GROUP    (COM) UNM 941,000 56,714 0.16%
TYSON FOODS INC    (CL A) TSN 935,000 15,667 0.16%
ISHARES TR    (S&P MC 400VL ETF) IJJ 927,000 6,972 0.16%
ALLEGION PLC    (ORD SHS) ALLE 920,000 9,000 0.16%
PUBLIC SVC ENTERPRISE GRP IN    (COM) PEG 908,000 18,466 0.15%
RAYTHEON TECHNOLOGIES CORP    (COM) 903,000 14,653 0.15%
VISA INC    (COM CL A) V 874,000 4,523 0.15%
ORACLE CORP    (COM) ORCL 868,000 15,700 0.15%
G1 THERAPEUTICS INC    (COM) 855,000 35,234 0.15%
ISHARES TR    (PFD AND INCM SEC) PFF 814,000 23,505 0.14%
PROCTER AND GAMBLE CO    (COM) PG 809,000 6,766 0.14%
ISHARES TR    (S&P MC 400GR ETF) IJK 801,000 3,576 0.14%
VANGUARD WORLD FDS    (COMM SRVC ETF) VOX 795,000 8,549 0.13%
NORFOLK SOUTHERN CORP    (COM) NSC 763,000 4,346 0.13%
ISHARES TR    (MSCI MIN VOL ETF) USMV 753,000 12,415 0.13%
ISHARES TR    (3 7 YR TREAS BD) IEI 740,000 5,532 0.13%
DTE ENERGY CO    (COM) DTE 719,000 6,693 0.12%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 685,000 3,836 0.12%
LILLY ELI & CO    (COM) LLY 668,000 4,068 0.11%
HOST HOTELS & RESORTS INC    (COM) HST 659,000 61,048 0.11%
CONOCOPHILLIPS    (COM) COP 658,000 15,669 0.11%
AVERY DENNISON CORP    (COM) AVY 644,000 5,646 0.11%
ALASKA AIR GROUP INC    (COM) ALK 639,000 17,634 0.11%
ISHARES TR    (20 YR TR BD ETF) TLT 628,000 3,830 0.11%
BROWN & BROWN INC    (COM) BRO 625,000 15,334 0.10%
ABBOTT LABS    (COM) ABT 610,000 6,668 0.10%
INGERSOLL RAND INC    (COM) 546,000 19,412 0.09%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 535,000 2,490 0.09%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 533,000 3,403 0.09%
CF INDS HLDGS INC    (COM) CF 531,000 18,888 0.09%
EXXON MOBIL CORP    (COM) XOM 527,000 11,780 0.09%
SPDR GOLD TR    (GOLD SHS) GLD 527,000 3,151 0.09%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 520,000 9,250 0.09%
CASS INFORMATION SYS INC    (COM) CASS 470,000 12,046 0.08%
PEPSICO INC    (COM) PEP 470,000 3,552 0.08%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 467,000 4,468 0.08%
INVESCO EXCHANGE TRADED FD T    (NASDAQ INTERNT) 442,000 2,490 0.07%
NOVARTIS AG    (SPONSORED ADR) NVS 437,000 5,008 0.07%
ISHARES TR    (JPMORGAN USD EMG) EMB 437,000 4,003 0.07%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 430,000 2,230 0.07%
SPDR SER TR    (FACTST INV ETF) 422,000 2,901 0.07%
AMERICAN TOWER CORP NEW    (COM) AMT 416,000 1,611 0.07%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 410,000 7,549 0.07%
SEALED AIR CORP NEW    (COM) SEE 407,000 12,391 0.07%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 402,000 6,831 0.07%
ALPHABET INC    (CAP STK CL C) GOOG 401,000 284 0.07%
IMMUNOMEDICS INC    (COM) IMMU 395,000 11,150 0.06%
ABBVIE INC    (COM) ABBV 391,000 3,986 0.06%
COSTCO WHSL CORP NEW    (COM) COST 390,000 1,287 0.06%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 390,000 1,806 0.06%
STATE STR CORP    (COM) STT 389,000 6,120 0.06%
CINCINNATI FINL CORP    (COM) CINF 384,000 6,000 0.06%
TEXAS INSTRS INC    (COM) TXN 379,000 2,983 0.06%
SPLUNK INC    (COM) SPLK 375,000 1,887 0.06%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 366,000 6,347 0.06%
FIRST TR NASDAQ-100 TECH IND    (DJ INTERNT IDX) FDN 365,000 2,138 0.06%
MCDONALDS CORP    (COM) MCD 360,000 1,953 0.06%
HOLLYFRONTIER CORP    (COM) HFC 346,000 11,851 0.06%
FRESENIUS MED CARE AG&CO KGA    (SPONSORED ADR) FMS 346,000 8,000 0.06%
ARK ETF TR    (GENOMIC REV ETF) ARKG 344,000 6,593 0.06%
TRUIST FINL CORP    (COM) 342,000 9,120 0.06%
EQUINIX INC    (COM) EQIX 333,000 474 0.05%
FERRARI N V    (COM) RACE 333,000 1,950 0.05%
LYONDELLBASELL INDUSTRIES N    (SHS - A -) LALLF 326,000 4,954 0.05%
NVR INC    (COM) NVR 326,000 100 0.05%
ISHARES INC    (MIN VOL EMRG MKT) EEMV 325,000 6,249 0.05%
GENERAL MTRS CO    (COM) GM 324,000 12,815 0.05%
VANECK VECTORS ETF TR    (AMT FREE INT ETF) 324,000 6,368 0.05%
SPDR SER TR    (BLOOMBERG BRCLYS) 322,000 3,180 0.05%
BOEING CO    (COM) BA 321,000 1,753 0.05%
ARK ETF TR    (NEXT GNRTN INTER) ARKW 317,000 3,733 0.05%
EATON CORP PLC    (SHS) ETN 316,000 3,608 0.05%
ISHARES TR    (ULTR SH TRM BD) ICSH 315,000 6,230 0.05%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 314,000 1,554 0.05%
IQVIA HLDGS INC    (COM) 314,000 2,214 0.05%
ISHARES TR    (RUSSELL 2000 ETF) IWM 313,000 2,183 0.05%
UNILEVER N V    (N Y SHS NEW) UN 313,000 5,881 0.05%
NETFLIX INC    (COM) NFLX 311,000 683 0.05%
ISHARES TR    (CORE 1 5 YR USD) ISTB 303,000 5,890 0.05%
NEXTERA ENERGY INC    (COM) NEE 303,000 1,261 0.05%
ISHARES TR    (SHRT NAT MUN ETF) 302,000 2,800 0.05%
GENERAL ELECTRIC CO    (COM) GE 302,000 44,160 0.05%
BLACKSTONE GROUP INC    (COM CL A) 298,000 5,252 0.05%
ISHARES TR    (S&P SML 600 GWT) IJT 293,000 1,726 0.05%
DUKE ENERGY CORP NEW    (COM NEW) DUK 289,000 3,619 0.05%
GOLD TRUST    (ISHARES) IAU 285,000 16,765 0.05%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 281,000 3,578 0.04%
AMERICAN EXPRESS CO    (COM) AXP 278,000 2,924 0.04%
ISHARES TR    (EAFE GRWTH ETF) EFG 276,000 3,315 0.04%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 275,000 2,698 0.04%
ISHARES TR    (MSCI ACWI ETF) ACWI 272,000 3,684 0.04%
AMGEN INC    (COM) AMGN 272,000 1,153 0.04%
PRUDENTIAL FINL INC    (COM) PRU 272,000 4,462 0.04%
TJX COS INC NEW    (COM) TJX 267,000 5,286 0.04%
SELECT SECTOR SPDR TR    (SBI MATERIALS) XLB 263,000 4,675 0.04%
ISHARES TR    (US HLTHCARE ETF) IYH 262,000 1,215 0.04%
ISHARES TR    (RUS MID CAP ETF) IWR 262,000 4,888 0.04%
NUCOR CORP    (COM) NUE 259,000 6,252 0.04%
ISHARES SILVER TR    (ISHARES) SLV 259,000 15,225 0.04%
INVESCO EXCHANGE TRADED FD T    (DWA HEALTHCARE) 245,000 2,005 0.04%
HASBRO INC    (COM) HAS 244,000 3,250 0.04%
SYSCO CORP    (COM) SYY 244,000 4,469 0.04%
TESLA INC    (COM) TSLA 239,000 221 0.04%
OMEGA HEALTHCARE INVS INC    (COM) OHI 237,000 7,982 0.04%
OTIS WORLDWIDE CORP    (COM) 237,000 4,171 0.04%
1 2 3 4 Next >Full Portfolio View
Total Value As 2020-06-30: 569,111,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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