Bell & Brown Wealth Advisors
Latest statistics and disclosures from Bell & Brown Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, AAPL, GOOGL, XOM, LLY, and represent 23.33% of Bell & Brown Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: UNH, NFLX, TSLA, NKE, CE, MSFT, KMB, COP, DIS, DD.
- Started 1 new stock position in COP.
- Reduced shares in these 10 stocks: ULTA, LULU, AVGO, CTVA, GOOGL, GS, WFC, LLY, DOW, SHOP.
- Sold out of its positions in DOW, LULU, NUE, SHOP.
- Bell & Brown Wealth Advisors was a net buyer of stock by $1.1M.
- Bell & Brown Wealth Advisors has $308M in assets under management (AUM), dropping by -0.78%.
- Central Index Key (CIK): 0001725362
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Portfolio Holdings for Bell & Brown Wealth Advisors
Bell & Brown Wealth Advisors holds 68 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Broadcom (AVGO) | 5.5 | $17M | -4% | 54k | 309.51 |
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| Apple (AAPL) | 5.1 | $16M | 63k | 253.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $15M | -3% | 53k | 287.56 |
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| Exxon Mobil Corporation (XOM) | 4.1 | $13M | 75k | 169.66 |
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| Eli Lilly & Co. (LLY) | 3.6 | $11M | -3% | 12k | 919.75 |
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| Goldman Sachs (GS) | 3.5 | $11M | -4% | 13k | 846.02 |
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| Valero Energy Corporation (VLO) | 3.4 | $11M | 42k | 247.08 |
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| Meta Platforms Cl A (META) | 3.1 | $9.5M | 16k | 588.81 |
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| JPMorgan Chase & Co. (JPM) | 3.1 | $9.5M | 32k | 294.16 |
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| Amazon (AMZN) | 2.6 | $8.0M | 38k | 208.27 |
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| FedEx Corporation (FDX) | 2.4 | $7.5M | 21k | 356.18 |
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| Boeing Company (BA) | 2.4 | $7.3M | 37k | 199.03 |
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| Wal-Mart Stores (WMT) | 2.3 | $7.1M | 57k | 124.28 |
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| Tesla Motors (TSLA) | 2.2 | $6.8M | +33% | 18k | 371.75 |
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| Costco Wholesale Corporation (COST) | 2.1 | $6.6M | 6.6k | 996.44 |
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| Chevron Corporation (CVX) | 2.1 | $6.4M | 31k | 206.90 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.1 | $6.3M | 15k | 430.29 |
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| Occidental Petroleum Corporation (OXY) | 2.0 | $6.0M | 93k | 65.00 |
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| Microsoft Corporation (MSFT) | 1.9 | $5.9M | +4% | 16k | 370.17 |
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| Qualcomm (QCOM) | 1.9 | $5.8M | 45k | 129.22 |
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| Walt Disney Company (DIS) | 1.8 | $5.4M | +2% | 56k | 96.56 |
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| Williams-Sonoma (WSM) | 1.7 | $5.3M | -2% | 29k | 182.33 |
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| Merck & Co (MRK) | 1.7 | $5.2M | 44k | 120.29 |
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| Raytheon Technologies Corp (RTX) | 1.6 | $5.0M | 26k | 192.90 |
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| Wells Fargo & Company (WFC) | 1.6 | $4.9M | -8% | 62k | 79.61 |
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| Oracle Corporation (ORCL) | 1.5 | $4.6M | +2% | 32k | 147.11 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 1.5 | $4.6M | -2% | 36k | 125.46 |
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| Starbucks Corporation (SBUX) | 1.5 | $4.5M | 51k | 89.59 |
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| American Express Company (AXP) | 1.4 | $4.3M | -2% | 14k | 302.48 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.3 | $4.1M | -41% | 7.8k | 522.71 |
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| Amgen (AMGN) | 1.3 | $4.0M | 11k | 352.80 |
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| Netflix (NFLX) | 1.3 | $3.9M | +126% | 41k | 96.15 |
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| UnitedHealth (UNH) | 1.2 | $3.7M | +684% | 14k | 270.59 |
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| Williams Companies (WMB) | 1.2 | $3.7M | 51k | 72.78 |
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| Paypal Holdings (PYPL) | 1.2 | $3.7M | +3% | 81k | 45.23 |
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| Citigroup Com New (C) | 1.2 | $3.6M | 32k | 113.41 |
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| McDonald's Corporation (MCD) | 1.2 | $3.6M | 11k | 310.78 |
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| Coca-Cola Company (KO) | 1.1 | $3.5M | 47k | 76.05 |
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| Pepsi (PEP) | 1.1 | $3.3M | +2% | 21k | 155.29 |
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| Home Depot (HD) | 1.1 | $3.3M | 10k | 328.89 |
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| Capital One Financial (COF) | 1.0 | $3.1M | 17k | 182.43 |
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| Nike CL B (NKE) | 0.9 | $2.9M | +54% | 55k | 52.82 |
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| Procter & Gamble Company (PG) | 0.9 | $2.8M | +2% | 19k | 144.44 |
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| Celanese Corporation (CE) | 0.8 | $2.6M | +27% | 40k | 65.77 |
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| Bristol Myers Squibb (BMY) | 0.8 | $2.5M | 42k | 60.65 |
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| Qnity Electronics Common Stock (Q) | 0.8 | $2.4M | +3% | 21k | 115.38 |
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| Teekay Corporation SHS (TK) | 0.8 | $2.4M | 198k | 12.21 |
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| Target Corporation (TGT) | 0.8 | $2.3M | -3% | 19k | 121.25 |
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| Uber Technologies (UBER) | 0.7 | $2.3M | +5% | 32k | 71.93 |
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| Dupont De Nemours (DD) | 0.6 | $2.0M | +6% | 43k | 45.80 |
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| Kimberly-Clark Corporation (KMB) | 0.6 | $1.8M | +13% | 19k | 96.47 |
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| Lowe's Companies (LOW) | 0.4 | $1.3M | 5.5k | 236.26 |
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| Corteva (CTVA) | 0.4 | $1.2M | -35% | 15k | 83.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | 4.0k | 286.88 |
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| Ge Aerospace Com New (GE) | 0.3 | $1.0M | 3.6k | 283.77 |
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| NVIDIA Corporation (NVDA) | 0.3 | $952k | -12% | 5.5k | 174.40 |
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| Morgan Stanley Com New (MS) | 0.2 | $755k | 4.6k | 164.59 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $653k | -2% | 1.4k | 479.20 |
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| Immunitybio (IBRX) | 0.2 | $576k | -9% | 75k | 7.67 |
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| Ge Vernova (GEV) | 0.2 | $529k | -20% | 606.00 | 872.90 |
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| Johnson & Johnson (JNJ) | 0.1 | $453k | +14% | 1.9k | 244.45 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $425k | +10% | 1.1k | 390.41 |
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| Innospec (IOSP) | 0.1 | $363k | 5.0k | 73.02 |
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| Advanced Micro Devices (AMD) | 0.1 | $337k | 1.7k | 203.43 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $331k | 485.00 | 682.87 |
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| Visa Com Cl A (V) | 0.1 | $293k | 970.00 | 302.12 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $240k | 415.00 | 577.63 |
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| ConocoPhillips (COP) | 0.1 | $205k | NEW | 1.5k | 132.00 |
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Past Filings by Bell & Brown Wealth Advisors
SEC 13F filings are viewable for Bell & Brown Wealth Advisors going back to 2017
- Bell & Brown Wealth Advisors 2025 Q4 restated filed May 13, 2026
- Bell & Brown Wealth Advisors 2026 Q1 filed May 11, 2026
- Bell & Brown Wealth Advisors 2025 Q4 filed Jan. 30, 2026
- Bell & Brown Wealth Advisors 2025 Q3 filed Nov. 7, 2025
- Bell & Brown Wealth Advisors 2025 Q2 filed July 29, 2025
- Bell & Brown Wealth Advisors 2025 Q1 filed May 7, 2025
- Bell & Brown Wealth Advisors 2024 Q4 filed May 7, 2025
- Bell & Brown Wealth Advisors 2024 Q3 filed Nov. 14, 2024
- Bell & Brown Wealth Advisors 2024 Q2 filed Aug. 13, 2024
- Bell & Brown Wealth Advisors 2024 Q1 filed May 13, 2024
- Bell & Brown Wealth Advisors 2023 Q4 filed Feb. 12, 2024
- Bell & Brown Wealth Advisors 2023 Q2 filed Aug. 15, 2023
- Bell & Brown Wealth Advisors 2023 Q1 filed April 14, 2023
- Bell & Brown Wealth Advisors 2022 Q4 filed Feb. 10, 2023
- Bell & Brown Wealth Advisors 2022 Q3 filed Oct. 26, 2022
- Bell & Brown Wealth Advisors 2022 Q2 filed July 22, 2022