BDO Wealth Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2023 - Aug 1, 2023
Value $
$872M
Signature - Title
Matthew Murray - CCO
Location
1301 Riverplace Blvd., Suite 900, Jacksonville, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2023 976 $872M +$60.2M -$30.5M +$29.7M IEFA, RSP, EFA, IJH, IVV 13F-HR 8/1/2023, 02:19 PM
Q1 2023 1,051 $814M +$16.7M -$46.9M -$30.2M IEFA, RSP, EFA, IJH, IVV 13F-HR 5/9/2023, 03:04 PM
Q4 2022 1,009 $803M +$62.8M -$65.8M -$3.05M IEFA, RSP, EFA, IJH, IVV Restatement 1/30/2023, 02:23 PM
Q3 2022 961 $751M +$55.5M -$54.9M +$581K IEFA, RSP, IJH, MINT, VCSH Restatement 11/2/2022, 03:16 PM
Q2 2022 954 $811M +$48.2M -$37.7M +$10.5M IEFA, MINT, RSP, VCSH, IJH 13F-HR 8/25/2022, 10:57 AM
Q1 2022 983 $934M +$77.2M -$32.1M +$45.1M IEFA, MINT, IJH, RSP, BSV 13F-HR 5/6/2022, 11:29 AM
Q4 2021 1,005 $943M +$28.3M -$34.5M -$6.15M IEFA, IJH, VWO, IVV, MINT 13F-HR 2/11/2022, 10:31 AM
Q3 2021 1,024 $908M +$42.9M -$22M +$20.9M IEFA, VWO, IJH, VCSH, BSV 13F-HR 11/9/2021, 11:02 AM
Q2 2021 1,076 $903M +$45.5M -$30.5M +$15M IEFA, VWO, IJH, VCSH, IEMG 13F-HR 9/3/2021, 11:32 AM
Q1 2021 1,115 $848M +$162M -$60.3M +$102M IEFA, VWO, IJH, IEMG, VCSH 13F-HR 5/14/2021, 11:37 AM
Q4 2020 844 $710M +$49.7M -$20.7M +$29.1M IEFA, IVV, ITOT, IEMG, VWO 13F-HR 2/12/2021, 04:20 PM
Q3 2020 771 $614M +$44.7M -$24.6M +$20.1M IEFA, IVV, VCSH, ITOT, IEMG 13F-HR 11/12/2020, 12:07 PM
Q2 2020 653 $569M +$36.3M -$64.8M -$28.5M IEFA, IVV, ITOT, VCSH, IEMG 13F-HR 8/14/2020, 04:42 PM
Q1 2020 700 $489M +$197M -$18.4M +$179M IEFA, VCSH, ITOT, IVV, BND 13F-HR 5/15/2020, 04:31 PM
Q4 2019 564 $380M +$16.4M -$33.8M -$17.4M VCSH, IEFA, BND, IJH, MINT 13F-HR 2/14/2020, 01:55 PM
Q3 2019 605 $383M +$33.5M -$9.24M +$24.3M VCSH, MINT, BND, IEFA, IJH 13F-HR 11/12/2019, 11:27 AM
Q2 2019 594 $367M +$30.9M -$57M -$26.1M VCSH, BND, IJH, IEFA, MDY 13F-HR 8/9/2019, 08:02 AM
Q1 2019 590 $337M +$38M -$10.1M +$27.9M VCSH, BND, IJH, MDY, MINT 13F-HR 5/15/2019, 01:40 PM
Q4 2018 522 $291M +$47.4M -$22.8M +$24.6M VCSH, BND, MDY, MINT, IJH 13F-HR 2/14/2019, 04:30 PM
Q3 2018 587 $309M +$17.9M -$6.56M +$11.3M VCSH, BND, MDY, VWO, IJH 13F-HR 11/7/2018, 09:38 AM
Q2 2018 610 $291M +$34.2M -$5.22M +$29M VCSH, BND, MDY, VWO, IJH 13F-HR 8/27/2018, 10:52 AM
Q1 2018 539 $263M +$53.3M -$8.76M +$44.5M VCSH, BND, MDY, VWO, IJH 13F-HR 5/23/2018, 11:16 AM
Q4 2017 457 $223M +$20.4M -$6.18M +$14.2M BND, VCSH, MDY, VWO, IJH 13F-HR 2/13/2018, 05:31 PM
Q3 2017 427 $202M +$8.98M -$29.2M -$20.2M BND, MDY, VCSH, IJH, VWO 13F-HR 11/8/2017, 03:58 PM
Q2 2017 536 $229M BND, MDY, VCSH, IJH, VWO 13F-HR 8/7/2017, 05:59 PM