BDO Wealth Advisors, LLC current holdings: USA Stocks
BDO Wealth Advisors, LLC reported $0.31 billion in share positions in stocks (listed in the US), 612 positions, in its Form 13F for the quarter ended 2023-06-30; the largest are AAPL, BAC, MSFT.
- AAPL: Country of operation United States; Class COM; Shares 139,458; Value $27,050,697.
- BAC: Country of operation United States; Class COM; Shares 549,985; Value $15,779,081.
- MSFT: Country of operation United States; Class COM; Shares 37,216; Value $12,673,476.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 62,986; Value $7,539,474.
Form 13F-HR as filed (SEC CIK 1713458): quarter ended 2023-06-30, filed 2023-08-01. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 139,458 | $27,050,697 | 8.58% | 2023-06-30 | 2023-08-01 | |
| BAC BANK AMERICA CORP | United States | COM | 549,985 | $15,779,081 | 5.00% | 2023-06-30 | 2023-08-01 | +91.57% |
| MSFT MICROSOFT CORP | United States | COM | 37,216 | $12,673,476 | 4.02% | 2023-06-30 | 2023-08-01 | +49.46% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 62,986 | $7,539,474 | 2.39% | 2023-06-30 | 2023-08-01 | +184.81% |
| META META PLATFORMS INC | United States | CL A | 23,447 | $6,728,821 | 2.13% | 2023-06-30 | 2023-08-01 | +157.44% |
| JPM JPMORGAN CHASE & CO | United States | COM | 46,224 | $6,722,756 | 2.13% | 2023-06-30 | 2023-08-01 | +130.32% |
| KLAC KLA CORP | United States | COM NEW | 12,864 | $6,239,437 | 1.98% | 2023-06-30 | 2023-08-01 | +305.20% |
| AMZN AMAZON COM INC | United States | COM | 46,965 | $6,122,358 | 1.94% | 2023-06-30 | 2023-08-01 | +89.22% |
| NVDA NVIDIA CORPORATION | United States | COM | 13,763 | $5,822,016 | 1.85% | 2023-06-30 | 2023-08-01 | +437.14% |
| CSCO CISCO SYS INC | United States | COM | 93,971 | $4,862,067 | 1.54% | 2023-06-30 | 2023-08-01 | +106.69% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 13,334 | $4,546,894 | 1.44% | 2023-06-30 | 2023-08-01 | ||
| ADBE ADOBE SYSTEMS INCORPORATED | United States | COM | 9,259 | $4,527,559 | 1.44% | 2023-06-30 | 2023-08-01 | -52.32% |
| HD HOME DEPOT INC | United States | COM | 13,508 | $4,196,072 | 1.33% | 2023-06-30 | 2023-08-01 | -7.28% |
| MA MASTERCARD INCORPORATED | United States | CL A | 10,601 | $4,169,308 | 1.32% | 2023-06-30 | 2023-08-01 | +43.30% |
| FISV FISERV INC | United States | COM | 32,791 | $4,136,585 | 1.31% | 2023-06-30 | 2023-08-01 | — split 2025-10-29, ratio not on file |
| MCHP MICROCHIP TECHNOLOGY INC. | United States | COM | 45,392 | $4,066,708 | 1.29% | 2023-06-30 | 2023-08-01 | -12.07% |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 7,729 | $4,032,408 | 1.28% | 2023-06-30 | 2023-08-01 | +30.26% |
| MCK MCKESSON CORP | United States | COM | 9,150 | $3,909,864 | 1.24% | 2023-06-30 | 2023-08-01 | +102.39% |
| CRM SALESFORCE INC | United States | COM | 18,346 | $3,875,776 | 1.23% | 2023-06-30 | 2023-08-01 | +6.65% |
| INTC INTEL CORP | United States | COM | 110,814 | $3,705,609 | 1.18% | 2023-06-30 | 2023-08-01 | +246.68% |
| BXSL BLACKSTONE SECD LENDING FD | United States | COMMON STOCK | 133,882 | $3,663,012 | 1.16% | 2023-06-30 | 2023-08-01 | |
| LOW LOWES COS INC | United States | COM | 15,900 | $3,588,614 | 1.14% | 2023-06-30 | 2023-08-01 | -17.03% |
| DRI DARDEN RESTAURANTS INC | United States | COM | 21,210 | $3,543,739 | 1.12% | 2023-06-30 | 2023-08-01 | +16.78% |
| AMP AMERIPRISE FINL INC | United States | COM | 10,129 | $3,364,593 | 1.07% | 2023-06-30 | 2023-08-01 | +49.72% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 24,976 | $3,341,993 | 1.06% | 2023-06-30 | 2023-08-01 | +64.40% |
| MRK MERCK & CO INC | United States | COM | 28,658 | $3,306,868 | 1.05% | 2023-06-30 | 2023-08-01 | +29.37% |
| DHI D R HORTON INC | United States | COM | 27,090 | $3,296,622 | 1.05% | 2023-06-30 | 2023-08-01 | +14.55% |
| SBGI SINCLAIR INC | United States | CL A | 235,468 | $3,254,168 | 1.03% | 2023-06-30 | 2023-08-01 | -7.67% |
| TGT TARGET CORP | United States | COM | 24,152 | $3,185,699 | 1.01% | 2023-06-30 | 2023-08-01 | +18.60% |
| HPQ HP INC | United States | COM | 100,935 | $3,099,740 | 0.98% | 2023-06-30 | 2023-08-01 | +0.07% |
| SYK STRYKER CORPORATION | United States | COM | 9,790 | $2,986,925 | 0.95% | 2023-06-30 | 2023-08-01 | -8.63% |
| CVX CHEVRON CORP NEW | United States | COM | 18,684 | $2,939,980 | 0.93% | 2023-06-30 | 2023-08-01 | +29.89% |
| JNJ JOHNSON & JOHNSON | United States | COM | 16,998 | $2,813,480 | 0.89% | 2023-06-30 | 2023-08-01 | +61.65% |
| LKQ LKQ CORP | United States | COM | 47,001 | $2,738,731 | 0.87% | 2023-06-30 | 2023-08-01 | -60.34% |
| DIS DISNEY WALT CO | United States | COM | 30,430 | $2,716,835 | 0.86% | 2023-06-30 | 2023-08-01 | +18.07% |
| TSLA TESLA INC | United States | COM | 10,257 | $2,684,977 | 0.85% | 2023-06-30 | 2023-08-01 | +34.79% |
| PFE PFIZER INC | United States | COM | 73,137 | $2,682,683 | 0.85% | 2023-06-30 | 2023-08-01 | -21.70% |
| DHR DANAHER CORPORATION | United States | COM | 10,766 | $2,583,843 | 0.82% | 2023-06-30 | 2023-08-01 | +6.27% |
| TRV TRAVELERS COMPANIES INC | United States | COM | 14,868 | $2,582,054 | 0.82% | 2023-06-30 | 2023-08-01 | +109.15% |
| PWR QUANTA SVCS INC | United States | COM | 12,891 | $2,532,406 | 0.80% | 2023-06-30 | 2023-08-01 | +231.78% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 20,320 | $2,458,130 | 0.78% | 2023-06-30 | 2023-08-01 | +178.85% |
| URI UNITED RENTALS INC | United States | COM | 5,495 | $2,447,263 | 0.78% | 2023-06-30 | 2023-08-01 | +127.80% |
| XOMXXXX EXXON MOBIL CORP | COM | 22,027 | $2,362,446 | 0.75% | 2023-06-30 | 2023-08-01 | ||
| UNH UNITEDHEALTH GROUP INC | United States | COM | 4,822 | $2,317,506 | 0.74% | 2023-06-30 | 2023-08-01 | -21.99% |
| ROP ROPER TECHNOLOGIES INC | United States | COM | 4,651 | $2,236,201 | 0.71% | 2023-06-30 | 2023-08-01 | -27.32% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 58,271 | $2,167,090 | 0.69% | 2023-06-30 | 2023-08-01 | +23.64% |
| UNP UNION PAC CORP | United States | COM | 10,192 | $2,085,564 | 0.66% | 2023-06-30 | 2023-08-01 | +33.98% |
| HST HOST HOTELS & RESORTS INC | United States | COM | 122,227 | $2,057,102 | 0.65% | 2023-06-30 | 2023-08-01 | +33.33% |
| REGN REGENERON PHARMACEUTICALS | United States | COM | 2,816 | $2,023,409 | 0.64% | 2023-06-30 | 2023-08-01 | +4.45% |
| FNB F N B CORP | United States | COM | 173,801 | $1,988,284 | 0.63% | 2023-06-30 | 2023-08-01 | +51.40% |
| RTX RAYTHEON TECHNOLOGIES CORP | United States | COM | 19,673 | $1,927,175 | 0.61% | 2023-06-30 | 2023-08-01 | +90.83% |
| WAB WABTEC | United States | COM | 17,329 | $1,900,498 | 0.60% | 2023-06-30 | 2023-08-01 | +165.55% |
| LLY LILLY ELI & CO | United States | COM | 3,832 | $1,796,933 | 0.57% | 2023-06-30 | 2023-08-01 | +152.60% |
| STZ CONSTELLATION BRANDS INC | United States | CL A | 6,982 | $1,718,448 | 0.55% | 2023-06-30 | 2023-08-01 | -54.18% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 3,676 | $1,692,500 | 0.54% | 2023-06-30 | 2023-08-01 | +11.26% |
| COP CONOCOPHILLIPS | United States | COM | 15,789 | $1,635,933 | 0.52% | 2023-06-30 | 2023-08-01 | +21.07% |
| CVS CVS HEALTH CORP | United States | COM | 23,401 | $1,617,683 | 0.51% | 2023-06-30 | 2023-08-01 | +25.99% |
| PEG PUBLIC SVC ENTERPRISE GRP IN | United States | COM | 25,685 | $1,608,132 | 0.51% | 2023-06-30 | 2023-08-01 | +8.10% |
| NFLX NETFLIX INC | United States | COM | 3,618 | $1,593,693 | 0.51% | 2023-06-30 | 2023-08-01 | +59.59% |
| CF CF INDS HLDGS INC | United States | COM | 22,649 | $1,572,323 | 0.50% | 2023-06-30 | 2023-08-01 | +66.68% |
| ORCL ORACLE CORP | United States | COM | 13,168 | $1,568,233 | 0.50% | 2023-06-30 | 2023-08-01 | +15.70% |
| COST COSTCO WHSL CORP NEW | United States | COM | 2,861 | $1,540,380 | 0.49% | 2023-06-30 | 2023-08-01 | +71.74% |
| VLO VALERO ENERGY CORP | United States | COM | 12,463 | $1,461,963 | 0.46% | 2023-06-30 | 2023-08-01 | +230.54% |
| CMI CUMMINS INC | United States | COM | 5,861 | $1,436,942 | 0.46% | 2023-06-30 | 2023-08-01 | +112.67% |
| MET METLIFE INC | United States | COM | 25,031 | $1,414,992 | 0.45% | 2023-06-30 | 2023-08-01 | +68.41% |
| MAR MARRIOTT INTL INC NEW | United States | CL A | 7,437 | $1,366,116 | 0.43% | 2023-06-30 | 2023-08-01 | +96.86% |
| HWM HOWMET AEROSPACE INC | United States | COM | 27,302 | $1,353,077 | 0.43% | 2023-06-30 | 2023-08-01 | +365.98% |
| MCD MCDONALDS CORP | United States | COM | 4,484 | $1,338,071 | 0.42% | 2023-06-30 | 2023-08-01 | -21.59% |
| NSC NORFOLK SOUTHN CORP | United States | COM | 5,475 | $1,241,404 | 0.39% | 2023-06-30 | 2023-08-01 | +38.03% |
| TOST TOAST INC | United States | CL A | 54,700 | $1,234,579 | 0.39% | 2023-06-30 | 2023-08-01 | +34.96% |
| ASLE AERSALE CORPORATION | United States | COM | 82,220 | $1,208,634 | 0.38% | 2023-06-30 | 2023-08-01 | -63.88% |
| BA BOEING CO | United States | COM | 5,530 | $1,167,762 | 0.37% | 2023-06-30 | 2023-08-01 | -11.12% |
| BYD BOYD GAMING CORP | United States | COM | 16,521 | $1,146,062 | 0.36% | 2023-06-30 | 2023-08-01 | -3.30% |
| DTE DTE ENERGY CO | United States | COM | 9,983 | $1,098,390 | 0.35% | 2023-06-30 | 2023-08-01 | +11.24% |
| TSN TYSON FOODS INC | United States | CL A | 20,947 | $1,069,127 | 0.34% | 2023-06-30 | 2023-08-01 | -0.12% |
| PG PROCTER AND GAMBLE CO | United States | COM | 7,011 | $1,063,840 | 0.34% | 2023-06-30 | 2023-08-01 | -2.25% |
| GM GENERAL MTRS CO | United States | COM | 27,499 | $1,060,381 | 0.34% | 2023-06-30 | 2023-08-01 | +108.69% |
| PLUG PLUG POWER INC | United States | COM NEW | 100,000 | $1,039,000 | 0.33% | 2023-06-30 | 2023-08-01 | — split 2023-11-10, ratio not on file |
| CE CELANESE CORP DEL | United States | COM | 8,842 | $1,023,890 | 0.32% | 2023-06-30 | 2023-08-01 | -61.28% |
| AVY AVERY DENNISON CORP | United States | COM | 5,669 | $973,935 | 0.31% | 2023-06-30 | 2023-08-01 | -0.59% |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 3,003 | $926,615 | 0.29% | 2023-06-30 | 2023-08-01 | -42.60% | |
| V VISA INC | United States | COM CL A | 3,901 | $926,395 | 0.29% | 2023-06-30 | 2023-08-01 | +54.07% |
| ABT ABBOTT LABS | United States | COM | 8,474 | $923,875 | 0.29% | 2023-06-30 | 2023-08-01 | -7.40% |
| ABBV ABBVIE INC | United States | COM | 6,855 | $923,575 | 0.29% | 2023-06-30 | 2023-08-01 | +95.42% |
| BRO BROWN & BROWN INC | United States | COM | 13,393 | $921,948 | 0.29% | 2023-06-30 | 2023-08-01 | -11.97% |
| AXP AMERICAN EXPRESS CO | United States | COM | 4,898 | $853,240 | 0.27% | 2023-06-30 | 2023-08-01 | +75.32% |
| ETN EATON CORP PLC | SHS | 4,025 | $809,456 | 0.26% | 2023-06-30 | 2023-08-01 | +115.45% | |
| WMT WALMART INC | United States | COM | 5,137 | $807,408 | 0.26% | 2023-06-30 | 2023-08-01 | +103.84% |
| AMAT APPLIED MATLS INC | United States | COM | 5,098 | $736,865 | 0.23% | 2023-06-30 | 2023-08-01 | +254.23% |
| PCAR PACCAR INC | United States | COM | 8,789 | $735,207 | 0.23% | 2023-06-30 | 2023-08-01 | +33.65% |
| GLD SPDR GOLD TR | United States | GOLD SHS | 4,011 | $715,041 | 0.23% | 2023-06-30 | 2023-08-01 | +114.78% |
| MPC MARATHON PETE CORP | United States | COM | 6,067 | $707,411 | 0.22% | 2023-06-30 | 2023-08-01 | +236.22% |
| OXLCXXXX OXFORD LANE CAP CORP | United States | COM | 125,482 | $607,333 | 0.19% | 2023-06-30 | 2023-08-01 | |
| SRE SEMPRA | United States | COM | 4,169 | $606,949 | 0.19% | 2023-06-30 | 2023-08-01 | +7.40% |
| PEP PEPSICO INC | United States | COM | 3,259 | $603,632 | 0.19% | 2023-06-30 | 2023-08-01 | -30.52% |
| IAU ISHARES GOLD TR | United States | ISHARES NEW | 15,622 | $568,485 | 0.18% | 2023-06-30 | 2023-08-01 | +115.77% |
| LYB LYONDELLBASELL INDUSTRIES N | SHS - A - | 6,189 | $568,367 | 0.18% | 2023-06-30 | 2023-08-01 | -36.64% | |
| BX BLACKSTONE INC | United States | COM | 5,911 | $549,538 | 0.17% | 2023-06-30 | 2023-08-01 | +22.62% |
| STT STATE STR CORP | United States | COM | 7,425 | $543,328 | 0.17% | 2023-06-30 | 2023-08-01 | +142.94% |
| PRU PRUDENTIAL FINL INC | United States | COM | 6,018 | $530,944 | 0.17% | 2023-06-30 | 2023-08-01 | +30.42% |
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