Bell Investment Advisors
Latest statistics and disclosures from Bell Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GBIL, FNDX, VMBS, TDTT, TLT, and represent 40.56% of Bell Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: FNDX, FNDA, FNDF, SPHY, TLT, BND, SCHX, FNDE, FNDC, STIP.
- Started 121 new stock positions in GCMG, CMRX, TBLL, MCRI, LAND, CLPT, XBI, SYLD, AEG, CALY.
- Reduced shares in these 10 stocks: SPLV, MTUM, IJR, QUAL, VTV, TDTT, IDLV, IQLT, AOR, USMV.
- Sold out of its positions in Abcam Plc Ads, AMCX, ASTS, ATS, AAN, SLRN, Activision Blizzard, ADPT, Aegon, ATSG.
- Bell Investment Advisors was a net buyer of stock by $5.8M.
- Bell Investment Advisors has $487M in assets under management (AUM), dropping by 9.17%.
- Central Index Key (CIK): 0001890149
Tip: Access up to 7 years of quarterly data
Positions held by Bell Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Bell Investment Advisors
Bell Investment Advisors holds 1908 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Bell Investment Advisors has 1908 total positions. Only the first 250 positions are shown.
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- Download the Bell Investment Advisors December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Goldman Sachs Etf Tr Acces Treasury (GBIL) | 9.9 | $49M | 486k | 99.74 |
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 9.2 | $45M | +8% | 723k | 61.94 |
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 8.0 | $39M | 836k | 46.36 |
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Flexshares Tr Iboxx 3r Targt (TDTT) | 7.9 | $38M | 1.6M | 23.62 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.6 | $27M | +3% | 276k | 98.88 |
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 4.2 | $21M | +9% | 370k | 55.35 |
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 4.1 | $20M | +9% | 597k | 33.73 |
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Ishares Tr Msci Usa Mmentm (MTUM) | 3.5 | $17M | -7% | 108k | 156.89 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.3 | $16M | +4% | 286k | 56.40 |
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Vanguard Index Fds Value Etf (VTV) | 3.1 | $15M | -5% | 102k | 149.50 |
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Ishares Tr Core S&p Scp Etf (IJR) | 2.7 | $13M | -8% | 120k | 108.25 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.5 | $12M | -8% | 84k | 147.14 |
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.0 | $9.6M | -13% | 154k | 62.66 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.9 | $9.1M | +4% | 247k | 36.96 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.7 | $8.0M | +2% | 106k | 76.13 |
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Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.6 | $8.0M | +2% | 130k | 61.53 |
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Ishares Tr Grwt Allocat Etf (AOR) | 1.6 | $7.9M | -4% | 149k | 53.19 |
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Ishares Tr Msci Intl Qualty (IQLT) | 1.6 | $7.9M | -6% | 211k | 37.56 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.3 | $6.5M | -2% | 138k | 47.24 |
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Ishares Core Msci Emkt (IEMG) | 1.3 | $6.3M | 124k | 50.58 |
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 1.3 | $6.3M | +10% | 180k | 34.86 |
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 1.2 | $5.9M | +11% | 217k | 27.14 |
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 1.2 | $5.7M | -3% | 165k | 34.89 |
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Apple (AAPL) | 1.2 | $5.7M | 30k | 192.53 |
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Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.9 | $4.5M | -11% | 158k | 28.17 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $3.6M | 21k | 170.40 |
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Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.6 | $3.1M | 31k | 100.27 |
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Ishares Tr Calif Mun Bd Etf (CMF) | 0.6 | $2.9M | +4% | 51k | 57.94 |
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Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.5 | $2.4M | +31% | 25k | 98.59 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $2.3M | -13% | 30k | 78.03 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.3M | 5.3k | 436.80 |
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Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $1.9M | 23k | 85.06 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.9M | 14k | 140.93 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.8M | 3.7k | 475.31 |
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.4 | $1.7M | 49k | 35.20 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $1.7M | +59% | 23k | 73.55 |
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Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.4 | $1.7M | 64k | 26.51 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $1.7M | 15k | 115.03 |
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Microsoft Corporation (MSFT) | 0.3 | $1.6M | +6% | 4.3k | 376.04 |
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $1.5M | -2% | 60k | 24.79 |
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Spdr Ser Tr Portfli High Yld (SPHY) | 0.3 | $1.4M | +246% | 62k | 23.38 |
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Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $1.3M | +5% | 24k | 55.28 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.3M | +8% | 6.2k | 213.32 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $1.3M | -15% | 23k | 55.67 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.2M | 8.9k | 139.69 |
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Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.3 | $1.2M | 56k | 22.07 |
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Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $1.2M | +8% | 17k | 69.34 |
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Ishares Tr Esg Aware Msci (ESML) | 0.2 | $1.2M | 30k | 38.01 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.0M | -3% | 21k | 47.90 |
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Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.2 | $796k | +2% | 21k | 38.81 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $771k | -6% | 3.5k | 218.15 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $701k | +2% | 6.7k | 104.93 |
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Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.1 | $696k | 7.3k | 95.00 |
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Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $634k | +2% | 8.4k | 75.54 |
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Intuit (INTU) | 0.1 | $618k | +11% | 988.00 | 625.03 |
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Raytheon Technologies Corp (RTX) | 0.1 | $599k | 7.1k | 84.14 |
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NVIDIA Corporation (NVDA) | 0.1 | $590k | 1.2k | 495.22 |
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Agilent Technologies Inc C ommon (A) | 0.1 | $590k | 4.2k | 139.03 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $556k | 1.4k | 409.51 |
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Tesla Motors (TSLA) | 0.1 | $539k | 2.2k | 248.48 |
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Procter & Gamble Company (PG) | 0.1 | $469k | 3.2k | 146.54 |
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Anthem (ELV) | 0.1 | $466k | +2% | 989.00 | 471.42 |
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Meta Platforms Cl A (META) | 0.1 | $465k | -8% | 1.3k | 353.96 |
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Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $461k | 16k | 29.23 |
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Ishares Tr New York Mun Etf (NYF) | 0.1 | $456k | 8.4k | 54.09 |
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Amazon (AMZN) | 0.1 | $446k | +2% | 2.9k | 151.94 |
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Ishares Tr Msci Intl Moment (IMTM) | 0.1 | $434k | +2% | 13k | 34.29 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $424k | +13% | 8.3k | 51.05 |
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Ishares Esg Awr Msci Em (ESGE) | 0.1 | $420k | +4% | 13k | 32.06 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $415k | 3.8k | 108.42 |
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Chevron Corporation (CVX) | 0.1 | $399k | -6% | 2.7k | 149.17 |
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Carrier Global Corporation (CARR) | 0.1 | $392k | 6.8k | 57.45 |
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Exxon Mobil Corporation (XOM) | 0.1 | $386k | +12% | 3.9k | 99.97 |
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Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.1 | $360k | +70% | 15k | 23.63 |
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JPMorgan Chase & Co. (JPM) | 0.1 | $352k | 2.1k | 170.10 |
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Keysight Technologies (KEYS) | 0.1 | $322k | 2.0k | 159.09 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $320k | +3% | 1.8k | 179.95 |
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Otis Worldwide Corp (OTIS) | 0.1 | $317k | 3.5k | 89.47 |
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Abbvie (ABBV) | 0.1 | $315k | +6% | 2.0k | 154.97 |
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Ishares Tr Msci Usa Value (VLUE) | 0.1 | $314k | +8% | 3.1k | 101.15 |
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S&p Global (SPGI) | 0.1 | $299k | -15% | 678.00 | 440.52 |
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Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $294k | 5.8k | 50.36 |
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Merck & Co (MRK) | 0.1 | $292k | 2.7k | 109.02 |
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Nike CL B (NKE) | 0.1 | $283k | +4% | 2.6k | 108.57 |
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UnitedHealth (UNH) | 0.1 | $276k | +4% | 525.00 | 526.47 |
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Visa Com Cl A (V) | 0.1 | $271k | 1.0k | 260.35 |
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Ishares Tr Core Msci Intl (IDEV) | 0.1 | $263k | 4.1k | 63.66 |
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Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $244k | +8% | 3.7k | 66.48 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $238k | 1.4k | 174.88 |
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Coca-Cola Company (KO) | 0.0 | $210k | -11% | 3.6k | 58.93 |
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Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $208k | NEW | 1.4k | 143.64 |
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Qualcomm (QCOM) | 0.0 | $206k | +40% | 1.4k | 144.63 |
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Thermo Fisher Scientific (TMO) | 0.0 | $198k | -6% | 373.00 | 531.12 |
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Abbott Laboratories (ABT) | 0.0 | $191k | 1.7k | 110.07 |
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Mastercard Incorporated Cl A (MA) | 0.0 | $187k | -3% | 438.00 | 426.51 |
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Stryker Corporation (SYK) | 0.0 | $183k | +7% | 612.00 | 299.46 |
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Wells Fargo & Company (WFC) | 0.0 | $182k | -6% | 3.7k | 49.22 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $181k | 4.4k | 41.10 |
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Tractor Supply Company (TSCO) | 0.0 | $181k | 841.00 | 215.03 |
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Eli Lilly & Co. (LLY) | 0.0 | $175k | +2% | 300.00 | 582.92 |
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Ishares Tr Broad Usd High (USHY) | 0.0 | $173k | -7% | 4.8k | 36.35 |
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Pfizer (PFE) | 0.0 | $172k | +9% | 6.0k | 28.79 |
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World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $163k | 4.0k | 40.91 |
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Intel Corporation (INTC) | 0.0 | $161k | -33% | 3.2k | 50.25 |
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Adobe Systems Incorporated (ADBE) | 0.0 | $157k | 263.00 | 596.60 |
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Charles Schwab Corporation (SCHW) | 0.0 | $153k | 2.2k | 68.80 |
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $151k | NEW | 2.3k | 65.49 |
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Broadcom (AVGO) | 0.0 | $150k | +18% | 134.00 | 1116.25 |
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Expeditors International of Washington (EXPD) | 0.0 | $149k | 1.2k | 127.20 |
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $140k | 3.7k | 37.49 |
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Kroger (KR) | 0.0 | $138k | +49% | 3.0k | 45.71 |
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Emerson Electric (EMR) | 0.0 | $137k | -2% | 1.4k | 97.33 |
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Netflix (NFLX) | 0.0 | $137k | 282.00 | 486.88 |
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Home Depot (HD) | 0.0 | $136k | 392.00 | 346.55 |
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Bank of New York Mellon Corporation (BK) | 0.0 | $133k | +53% | 2.6k | 52.05 |
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Advanced Micro Devices (AMD) | 0.0 | $127k | 861.00 | 147.41 |
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SYSCO Corporation (SYY) | 0.0 | $126k | +8% | 1.7k | 73.13 |
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Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $125k | 13k | 9.40 |
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Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $123k | +2% | 1.2k | 100.51 |
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Pepsi (PEP) | 0.0 | $123k | -12% | 724.00 | 169.84 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $122k | NEW | 2.3k | 51.99 |
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Vanguard Index Fds Growth Etf (VUG) | 0.0 | $119k | 383.00 | 310.71 |
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salesforce (CRM) | 0.0 | $118k | 450.00 | 263.14 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $111k | -9% | 232.00 | 477.12 |
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Oracle Corporation (ORCL) | 0.0 | $109k | -3% | 1.0k | 105.43 |
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Synopsys (SNPS) | 0.0 | $107k | 208.00 | 514.91 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $107k | 460.00 | 232.67 |
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Target Corporation (TGT) | 0.0 | $105k | +4% | 736.00 | 142.37 |
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Honeywell International (HON) | 0.0 | $104k | +40% | 498.00 | 209.71 |
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Prologis (PLD) | 0.0 | $104k | -10% | 781.00 | 133.30 |
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Caterpillar (CAT) | 0.0 | $104k | 350.00 | 295.67 |
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Cisco Systems (CSCO) | 0.0 | $103k | -5% | 2.0k | 50.52 |
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Empire St Rlty Op Unit Ltd Prt 250 (FISK) | 0.0 | $96k | 9.8k | 9.77 |
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Rockwell Automation (ROK) | 0.0 | $96k | 308.00 | 310.48 |
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Ishares Silver Tr Ishares (SLV) | 0.0 | $96k | 4.4k | 21.78 |
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Lamb Weston Hldgs (LW) | 0.0 | $94k | 869.00 | 108.09 |
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McDonald's Corporation (MCD) | 0.0 | $93k | +9% | 315.00 | 296.51 |
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Illinois Tool Works (ITW) | 0.0 | $93k | -2% | 356.00 | 261.94 |
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General Electric Com New (GE) | 0.0 | $93k | +4% | 729.00 | 127.63 |
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Valaris Cl A (VAL) | 0.0 | $91k | -3% | 1.3k | 68.57 |
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Johnson & Johnson (JNJ) | 0.0 | $90k | -19% | 577.00 | 156.74 |
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Clorox Company (CLX) | 0.0 | $89k | -2% | 626.00 | 142.59 |
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ConocoPhillips (COP) | 0.0 | $89k | 765.00 | 116.07 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $88k | +10% | 234.00 | 376.17 |
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Ishares Msci Emrg Chn (EMXC) | 0.0 | $87k | 1.6k | 55.41 |
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Gilead Sciences (GILD) | 0.0 | $86k | +16% | 1.1k | 81.01 |
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Goldman Sachs (GS) | 0.0 | $85k | +12% | 221.00 | 385.77 |
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BlackRock (BLK) | 0.0 | $85k | +8% | 105.00 | 811.80 |
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Amgen (AMGN) | 0.0 | $85k | 295.00 | 288.02 |
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Walt Disney Company (DIS) | 0.0 | $84k | +42% | 929.00 | 90.31 |
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Costco Wholesale Corporation (COST) | 0.0 | $83k | +5% | 126.00 | 660.09 |
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Zoetis Cl A (ZTS) | 0.0 | $82k | -3% | 413.00 | 197.37 |
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Cadence Design Systems (CDNS) | 0.0 | $80k | 293.00 | 272.37 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $79k | +9% | 224.00 | 350.91 |
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Medtronic SHS (MDT) | 0.0 | $76k | +14% | 926.00 | 82.35 |
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Johnson Ctls Intl SHS (JCI) | 0.0 | $75k | 1.3k | 57.64 |
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Danaher Corporation (DHR) | 0.0 | $75k | -6% | 325.00 | 231.34 |
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Palo Alto Networks (PANW) | 0.0 | $75k | 254.00 | 294.88 |
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At&t (T) | 0.0 | $75k | 4.4k | 16.78 |
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Lockheed Martin Corporation (LMT) | 0.0 | $73k | -10% | 162.00 | 453.24 |
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Verizon Communications (VZ) | 0.0 | $71k | -2% | 1.9k | 37.70 |
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Analog Devices (ADI) | 0.0 | $71k | 357.00 | 198.56 |
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Linde SHS (LIN) | 0.0 | $70k | 171.00 | 410.71 |
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $69k | NEW | 1.3k | 53.84 |
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Texas Instruments Incorporated (TXN) | 0.0 | $69k | +43% | 404.00 | 170.46 |
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Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.0 | $68k | +2% | 2.7k | 25.15 |
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Booking Holdings (BKNG) | 0.0 | $67k | +11% | 19.00 | 3547.26 |
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American Express Company (AXP) | 0.0 | $67k | +52% | 359.00 | 187.34 |
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Bristol Myers Squibb (BMY) | 0.0 | $67k | -19% | 1.3k | 51.31 |
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Intercontinental Exchange (ICE) | 0.0 | $66k | +4% | 514.00 | 128.43 |
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Wal-Mart Stores (WMT) | 0.0 | $66k | -27% | 417.00 | 157.65 |
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Citigroup Com New (C) | 0.0 | $65k | +84% | 1.3k | 51.44 |
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Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $65k | NEW | 145.00 | 448.19 |
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Metropcs Communications (TMUS) | 0.0 | $62k | +15% | 385.00 | 160.33 |
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Cummins (CMI) | 0.0 | $61k | 254.00 | 239.57 |
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Kenvue (KVUE) | 0.0 | $61k | -35% | 2.8k | 21.53 |
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TJX Companies (TJX) | 0.0 | $60k | 639.00 | 93.81 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $59k | 1.3k | 43.85 |
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International Business Machines (IBM) | 0.0 | $58k | -3% | 355.00 | 163.55 |
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Travelers Companies (TRV) | 0.0 | $58k | +2% | 304.00 | 190.80 |
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Gartner (IT) | 0.0 | $56k | 125.00 | 451.11 |
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Itt (ITT) | 0.0 | $56k | +7% | 466.00 | 119.32 |
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Boeing Company (BA) | 0.0 | $55k | +17% | 210.00 | 260.66 |
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Equinix (EQIX) | 0.0 | $53k | +4% | 66.00 | 809.35 |
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Altria (MO) | 0.0 | $53k | -8% | 1.3k | 40.34 |
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Applied Materials (AMAT) | 0.0 | $53k | -33% | 327.00 | 162.07 |
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PNC Financial Services (PNC) | 0.0 | $53k | +76% | 341.00 | 154.85 |
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AFLAC Incorporated (AFL) | 0.0 | $52k | 634.00 | 82.50 |
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American Intl Group Com New (AIG) | 0.0 | $52k | +8% | 771.00 | 67.75 |
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Chubb (CB) | 0.0 | $51k | +9% | 227.00 | 226.00 |
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Xylem (XYL) | 0.0 | $51k | +6% | 448.00 | 114.36 |
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Moody's Corporation (MCO) | 0.0 | $51k | +4% | 131.00 | 390.56 |
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Morgan Stanley Com New (MS) | 0.0 | $51k | -12% | 548.00 | 93.25 |
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Blackrock Etf Trust Ii Short Term Calif (CALY) | 0.0 | $51k | NEW | 1.0k | 50.33 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $51k | 482.00 | 105.49 |
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Hp (HPQ) | 0.0 | $51k | 1.7k | 30.09 |
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Spdr Gold Tr Gold Shs (GLD) | 0.0 | $51k | 265.00 | 191.17 |
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Intuitive Surgical Com New (ISRG) | 0.0 | $51k | +11% | 150.00 | 337.36 |
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Us Bancorp Del Com New (USB) | 0.0 | $50k | +26% | 1.2k | 43.28 |
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Eaton Corp SHS (ETN) | 0.0 | $50k | -2% | 206.00 | 240.82 |
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W.W. Grainger (GWW) | 0.0 | $49k | -3% | 59.00 | 828.69 |
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.0 | $48k | -21% | 1.5k | 32.47 |
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PPG Industries (PPG) | 0.0 | $47k | +2% | 316.00 | 149.55 |
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Starbucks Corporation (SBUX) | 0.0 | $47k | +6% | 488.00 | 96.01 |
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Verisk Analytics (VRSK) | 0.0 | $47k | -2% | 196.00 | 238.86 |
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ConAgra Foods (CAG) | 0.0 | $46k | 1.6k | 28.66 |
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MercadoLibre (MELI) | 0.0 | $46k | +3% | 29.00 | 1571.55 |
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Hewlett Packard Enterprise (HPE) | 0.0 | $46k | +75% | 2.7k | 16.98 |
|
Xcel Energy (XEL) | 0.0 | $45k | +12% | 727.00 | 61.91 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $45k | +2% | 110.00 | 406.89 |
|
Cme (CME) | 0.0 | $44k | 207.00 | 210.60 |
|
|
Deere & Company (DE) | 0.0 | $44k | +3% | 109.00 | 399.87 |
|
Uber Technologies (UBER) | 0.0 | $43k | 704.00 | 61.57 |
|
|
Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $43k | NEW | 1.5k | 28.50 |
|
Bank of America Corporation (BAC) | 0.0 | $43k | -9% | 1.3k | 33.67 |
|
Servicenow (NOW) | 0.0 | $42k | +3% | 60.00 | 706.50 |
|
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $42k | +2% | 1.0k | 42.23 |
|
Builders FirstSource (BLDR) | 0.0 | $42k | -2% | 252.00 | 166.94 |
|
Loews Corporation (L) | 0.0 | $42k | +9% | 601.00 | 69.59 |
|
Automatic Data Processing (ADP) | 0.0 | $41k | -13% | 176.00 | 232.97 |
|
Ford Motor Company (F) | 0.0 | $41k | -14% | 3.4k | 12.19 |
|
Roper Industries (ROP) | 0.0 | $40k | -8% | 74.00 | 545.18 |
|
Phillips 66 (PSX) | 0.0 | $40k | 302.00 | 133.14 |
|
|
Copa Holdings Sa Cl A (CPA) | 0.0 | $39k | +7% | 371.00 | 106.31 |
|
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) | 0.0 | $39k | NEW | 372.00 | 105.63 |
|
Fiserv (FI) | 0.0 | $39k | +10% | 294.00 | 132.84 |
|
Chipotle Mexican Grill (CMG) | 0.0 | $39k | 17.00 | 2287.00 |
|
|
Hershey Company (HSY) | 0.0 | $39k | -8% | 208.00 | 186.44 |
|
Kla Corp Com New (KLAC) | 0.0 | $38k | 65.00 | 581.31 |
|
|
Colgate-Palmolive Company (CL) | 0.0 | $38k | -23% | 473.00 | 79.71 |
|
Marsh & McLennan Companies (MMC) | 0.0 | $37k | 197.00 | 189.47 |
|
|
Electronic Arts (EA) | 0.0 | $37k | +15% | 271.00 | 136.81 |
|
Constellation Brands Cl A (STZ) | 0.0 | $37k | +7% | 153.00 | 241.75 |
|
Vanguard World Fds Financials Etf (VFH) | 0.0 | $37k | 396.00 | 92.16 |
|
|
Philip Morris International (PM) | 0.0 | $36k | +6% | 377.00 | 94.08 |
|
Ameriprise Financial (AMP) | 0.0 | $35k | 93.00 | 379.84 |
|
|
Principal Financial (PFG) | 0.0 | $35k | 449.00 | 78.67 |
|
|
Albemarle Corporation (ALB) | 0.0 | $35k | +363% | 241.00 | 144.48 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $35k | 146.00 | 237.58 |
|
|
D.R. Horton (DHI) | 0.0 | $35k | +2% | 227.00 | 151.98 |
|
Lowe's Companies (LOW) | 0.0 | $35k | -11% | 155.00 | 222.55 |
|
Dbx Etf Tr Xtkr Msci Emrg (EMSG) | 0.0 | $34k | +3% | 1.4k | 23.91 |
|
Old Dominion Freight Line (ODFL) | 0.0 | $34k | 84.00 | 405.33 |
|
|
Global X Fds Social Med Etf (SOCL) | 0.0 | $34k | NEW | 841.00 | 40.37 |
|
Kraft Heinz (KHC) | 0.0 | $34k | +16% | 918.00 | 36.98 |
|
Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $34k | NEW | 379.00 | 89.29 |
|
Monster Beverage Corp (MNST) | 0.0 | $34k | -7% | 585.00 | 57.61 |
|
Tapestry (TPR) | 0.0 | $34k | -4% | 909.00 | 36.81 |
|
Franklin Resources (BEN) | 0.0 | $33k | -2% | 1.1k | 29.79 |
|
Nextera Energy (NEE) | 0.0 | $33k | -5% | 544.00 | 60.74 |
|
Past Filings by Bell Investment Advisors
SEC 13F filings are viewable for Bell Investment Advisors going back to 2021
- Bell Investment Advisors 2023 Q4 filed Feb. 14, 2024
- Bell Investment Advisors 2023 Q3 filed Nov. 8, 2023
- Bell Investment Advisors 2023 Q2 filed Aug. 9, 2023
- Bell Investment Advisors 2023 Q1 filed May 10, 2023
- Bell Investment Advisors 2022 Q4 filed Feb. 9, 2023
- Bell Investment Advisors 2022 Q3 filed Nov. 9, 2022
- Bell Investment Advisors 2022 Q2 filed Aug. 12, 2022
- Bell Investment Advisors 2021 Q4 filed Feb. 14, 2022
- Bell Investment Advisors 2021 Q3 filed Nov. 12, 2021