• 13F History

BMS Financial Advisors, LLC

13F Filings History

Latest 13F report
Q2 2023 - Jul 31, 2023
Value $
$153M
Signature - Title
Douglas Maher - Chief Compliance Officer
Location
Rapid City, SD
Summary
This page shows a list of all the recent 13F filings made by BMS Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BMS Financial Advisors, LLC reported 112 stock holdings with total value $153M as of Q2 2023. Top holdings included IVV, QQEW, DLN, SPTI, and SPGP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2023 112 $153M +$69.7M -$62.2M +$7.49M IVV, QQEW, DLN, SPTI, SPGP 13F-HR 7/31/2023, 08:55 AM
Q1 2023 107 $145M +$61.4M -$23.4M +$38M IVV, BSV, IUSB, IWY, QQQM 13F-HR 4/10/2023, 04:14 PM
Q4 2022 77 $69.7M +$14.2M -$10.3M +$3.96M IUSB, EFV, GOVT, FNDX, USMV 13F-HR 1/19/2023, 03:50 PM
Q3 2022 100 $142M +$56.2M -$13.5M +$42.8M IVV, BSV, IUSB, ESGU, GOVT 13F-HR 10/14/2022, 08:51 PM
Q2 2022 79 $71M +$7.6M -$14.5M -$6.89M IUSB, EFV, GOVT, FNDX, TIP 13F-HR 7/11/2022, 04:24 PM
Q1 2022 103 $157M +$41.4M -$17.5M +$23.8M IVV, FNDX, ESGU, IUSB, IVW 13F-HR 5/11/2022, 12:53 PM
Q4 2021 92 $157M IVV, ESGU, SPYG, IUSB, EFV 13F-HR 5/11/2022, 12:47 PM