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 39.77% of Bell Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: GBIL, IBTQ, VMBS, TDTT, TLT, VTEC, STIP, IVLU, SCHF, FNDF.
- Started 100 new stock positions in WYNN, ENSG, NTSK, AUR, TENB, BFS, FER, ATMU, SOLS, FLS.
- Reduced shares in these 10 stocks: FNDX, AAPL, GSSC, AOR, MTUM, IQLT, SCHX, IDLV, ISCF, IJR.
- Sold out of its positions in AZZ, ACHC, ABOS, AMTX, AKRO, ALG, ALE, AMPH, APLS, ASTH.
- Bell Investment Advisors was a net buyer of stock by $14M.
- Bell Investment Advisors has $632M in assets under management (AUM), dropping by 3.33%.
- Central Index Key (CIK): 0001890149
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Portfolio Holdings for Bell Investment Advisors
Bell Investment Advisors holds 1802 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Bell Investment Advisors has 1802 total positions. Only the first 250 positions are shown.
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- Download the Bell Investment Advisors December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 10.0 | $63M | +4% | 633k | 99.94 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 8.7 | $55M | -2% | 2.0M | 27.21 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.7 | $49M | +3% | 1.0M | 47.08 |
|
| Flexshares Tr Iboxx 3r Targt (TDTT) | 7.4 | $47M | +3% | 2.0M | 24.06 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.9 | $38M | +3% | 431k | 87.16 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 4.9 | $31M | 685k | 45.21 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.8 | $24M | 888k | 26.91 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 3.7 | $23M | -2% | 92k | 250.31 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 3.2 | $20M | 635k | 31.51 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 3.1 | $20M | 102k | 190.99 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.6 | $16M | 83k | 198.62 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.2 | $14M | +4% | 571k | 24.04 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.8 | $12M | 163k | 71.42 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.7 | $11M | 156k | 67.22 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.6 | $9.9M | +3% | 362k | 27.43 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.5 | $9.5M | -4% | 210k | 45.45 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.2 | $7.8M | +2% | 217k | 36.06 |
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 1.2 | $7.6M | +2% | 170k | 44.55 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $7.4M | -2% | 61k | 120.18 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.1 | $7.0M | 246k | 28.48 |
|
|
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.1 | $6.8M | -9% | 90k | 75.63 |
|
| Apple (AAPL) | 1.1 | $6.7M | -11% | 25k | 271.86 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 1.0 | $6.6M | -4% | 194k | 33.90 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.0 | $6.5M | +7% | 117k | 55.80 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.9 | $5.9M | -10% | 91k | 65.01 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.8 | $4.8M | 105k | 45.53 |
|
|
| Ishares Tr International Sl (ISCF) | 0.7 | $4.6M | -5% | 112k | 41.48 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.7 | $4.5M | +38% | 45k | 100.26 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $4.3M | 14k | 313.81 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $4.2M | 19k | 219.78 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $3.7M | 39k | 94.16 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.6 | $3.5M | +32% | 92k | 38.05 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.5 | $3.4M | +48% | 33k | 102.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.2M | +11% | 10k | 312.99 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $2.9M | +11% | 16k | 186.50 |
|
| Ishares Tr Ibonds Dec 2035 (IBTQ) | 0.4 | $2.7M | NEW | 105k | 25.48 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.6M | 4.1k | 627.19 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.4 | $2.3M | -2% | 48k | 46.92 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $2.2M | 18k | 120.96 |
|
|
| Microsoft Corporation (MSFT) | 0.3 | $2.1M | 4.4k | 483.62 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.8M | +17% | 24k | 74.07 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $1.7M | 24k | 71.62 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.7M | -4% | 2.5k | 681.89 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.3 | $1.7M | +21% | 30k | 57.46 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $1.7M | 50k | 32.75 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.6M | 6.4k | 257.94 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $1.6M | 11k | 143.32 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.2 | $1.6M | 34k | 45.89 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $1.6M | 18k | 86.25 |
|
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.4M | -4% | 4.3k | 314.78 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $1.3M | 29k | 45.98 |
|
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | 7.1k | 183.40 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.3M | 21k | 62.47 |
|
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| Chevron Corporation (CVX) | 0.2 | $1.1M | 7.4k | 152.41 |
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| Spdr Series Trust State Street Spd (SPYX) | 0.2 | $1.1M | 20k | 56.19 |
|
|
| Amazon (AMZN) | 0.2 | $1.0M | +18% | 4.4k | 230.82 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.2 | $975k | +13% | 20k | 47.97 |
|
| Spdr Series Trust State Street Spd (SPMB) | 0.2 | $962k | -2% | 43k | 22.42 |
|
| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.1 | $876k | 37k | 23.97 |
|
|
| Spdr Series Trust State Street Spd (SHE) | 0.1 | $853k | 6.5k | 132.08 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $843k | +16% | 34k | 25.08 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $832k | 8.7k | 95.09 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $826k | 5.5k | 148.97 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $759k | 1.2k | 614.27 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
|
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| Broadcom (AVGO) | 0.1 | $733k | +29% | 2.1k | 346.16 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $701k | +9% | 2.2k | 322.22 |
|
| Meta Platforms Cl A (META) | 0.1 | $669k | -9% | 1.0k | 660.09 |
|
| Abbvie (ABBV) | 0.1 | $660k | 2.9k | 228.49 |
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| Intuit (INTU) | 0.1 | $637k | +4% | 962.00 | 662.42 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $586k | 13k | 44.17 |
|
|
| Willis Towers Watson SHS (WTW) | 0.1 | $577k | 1.8k | 328.60 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $565k | -4% | 4.7k | 120.33 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $565k | 4.2k | 136.07 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $522k | -16% | 13k | 39.59 |
|
| 3M Company (MMM) | 0.1 | $508k | 3.2k | 160.10 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $504k | 3.7k | 136.73 |
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| Tesla Motors (TSLA) | 0.1 | $488k | -6% | 1.1k | 449.72 |
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| Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY) | 0.1 | $487k | +2% | 4.7k | 103.24 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $479k | 5.0k | 95.21 |
|
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $457k | 2.2k | 211.75 |
|
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| Procter & Gamble Company (PG) | 0.1 | $451k | -4% | 3.1k | 143.31 |
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| Eli Lilly & Co. (LLY) | 0.1 | $442k | +22% | 411.00 | 1074.68 |
|
| Blackrock Etf Trust Ii Ishares Short-te (CALI) | 0.1 | $438k | 8.7k | 50.46 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $436k | 1.3k | 335.35 |
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| Keysight Technologies (KEYS) | 0.1 | $425k | +3% | 2.1k | 203.19 |
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| Visa Com Cl A (V) | 0.1 | $397k | -4% | 1.1k | 350.71 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $397k | -2% | 1.1k | 360.16 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $390k | 7.2k | 53.76 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $379k | -2% | 439.00 | 862.34 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $376k | 4.2k | 90.01 |
|
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $368k | +43% | 2.6k | 143.97 |
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| Carrier Global Corporation (CARR) | 0.1 | $359k | 6.8k | 52.84 |
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|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $353k | -12% | 516.00 | 684.73 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $340k | 4.0k | 85.37 |
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|
| Anthem (ELV) | 0.1 | $324k | -2% | 923.00 | 350.44 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $322k | 3.9k | 82.47 |
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| Johnson & Johnson (JNJ) | 0.0 | $306k | +7% | 1.5k | 206.95 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $302k | 6.0k | 50.29 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $301k | 4.7k | 64.42 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $298k | -4% | 3.4k | 87.35 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $297k | 2.6k | 116.09 |
|
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| Mastercard Incorporated Cl A (MA) | 0.0 | $291k | -6% | 509.00 | 570.88 |
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| Abbott Laboratories (ABT) | 0.0 | $281k | -14% | 2.2k | 125.29 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $279k | 2.3k | 119.31 |
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| S&p Global (SPGI) | 0.0 | $267k | -11% | 510.00 | 522.59 |
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| Illinois Tool Works (ITW) | 0.0 | $263k | -5% | 1.1k | 246.30 |
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| Wells Fargo & Company (WFC) | 0.0 | $262k | -27% | 2.8k | 93.20 |
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| Netflix (NFLX) | 0.0 | $256k | +866% | 2.7k | 93.76 |
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| Merck & Co (MRK) | 0.0 | $255k | -15% | 2.4k | 105.26 |
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| Goldman Sachs (GS) | 0.0 | $243k | +11% | 276.00 | 879.00 |
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| Qualcomm (QCOM) | 0.0 | $240k | +3% | 1.4k | 171.05 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $238k | -3% | 488.00 | 487.92 |
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| Ge Aerospace Com New (GE) | 0.0 | $235k | 764.00 | 308.03 |
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| Caterpillar (CAT) | 0.0 | $235k | +12% | 410.00 | 572.87 |
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| Oracle Corporation (ORCL) | 0.0 | $224k | 1.2k | 194.91 |
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| Stryker Corporation (SYK) | 0.0 | $214k | 608.00 | 351.47 |
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| Tractor Supply Company (TSCO) | 0.0 | $209k | 4.2k | 50.01 |
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| Cisco Systems (CSCO) | 0.0 | $204k | +24% | 2.7k | 77.03 |
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| Ishares Tr Esg Optimized (SUSA) | 0.0 | $203k | 1.5k | 139.34 |
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| Advanced Micro Devices (AMD) | 0.0 | $201k | 939.00 | 214.16 |
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| Coca-Cola Company (KO) | 0.0 | $200k | +9% | 2.9k | 69.92 |
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| Emerson Electric (EMR) | 0.0 | $198k | +8% | 1.5k | 132.72 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $195k | -4% | 1.8k | 107.10 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $195k | 1.1k | 177.75 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $194k | 2.6k | 75.43 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $192k | 6.5k | 29.61 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $187k | 1.9k | 99.92 |
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| W.W. Grainger (GWW) | 0.0 | $184k | 182.00 | 1009.05 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $182k | -2% | 270.00 | 673.82 |
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| Home Depot (HD) | 0.0 | $178k | +14% | 516.00 | 344.10 |
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| Expeditors International of Washington (EXPD) | 0.0 | $175k | 1.2k | 149.01 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $174k | 2.3k | 74.89 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $170k | -22% | 5.2k | 32.62 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $168k | +6% | 1.4k | 119.75 |
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| Citigroup Com New (C) | 0.0 | $160k | +9% | 1.4k | 116.69 |
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| International Business Machines (IBM) | 0.0 | $159k | +13% | 537.00 | 296.22 |
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| American Express Company (AXP) | 0.0 | $157k | +4% | 423.00 | 369.95 |
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| Starbucks Corporation (SBUX) | 0.0 | $156k | -9% | 1.9k | 84.21 |
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| Targa Res Corp (TRGP) | 0.0 | $154k | +4% | 835.00 | 184.50 |
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| Applied Materials (AMAT) | 0.0 | $148k | +12% | 577.00 | 256.99 |
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| Wal-Mart Stores (WMT) | 0.0 | $143k | 1.3k | 111.41 |
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| Nike CL B (NKE) | 0.0 | $143k | -2% | 2.2k | 63.71 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $141k | +15% | 243.00 | 579.45 |
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| Cummins (CMI) | 0.0 | $139k | +5% | 273.00 | 510.45 |
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| Micron Technology (MU) | 0.0 | $138k | +22% | 485.00 | 285.41 |
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| Ge Vernova (GEV) | 0.0 | $137k | -12% | 210.00 | 653.57 |
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| salesforce (CRM) | 0.0 | $136k | +4% | 514.00 | 264.91 |
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| Bank of America Corporation (BAC) | 0.0 | $134k | +27% | 2.4k | 55.00 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $132k | 1.5k | 89.46 |
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| Walt Disney Company (DIS) | 0.0 | $130k | +246% | 1.1k | 113.77 |
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| Palo Alto Networks (PANW) | 0.0 | $128k | 696.00 | 184.20 |
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| Analog Devices (ADI) | 0.0 | $128k | +16% | 472.00 | 271.20 |
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| TJX Companies (TJX) | 0.0 | $126k | +19% | 819.00 | 153.61 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $125k | -2% | 1.9k | 66.01 |
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| At&t (T) | 0.0 | $124k | +12% | 5.0k | 24.84 |
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| Morgan Stanley Com New (MS) | 0.0 | $121k | +3% | 684.00 | 177.53 |
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| Blackrock (BLK) | 0.0 | $121k | 113.00 | 1070.35 |
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| Rockwell Automation (ROK) | 0.0 | $115k | +7% | 296.00 | 389.07 |
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| Verizon Communications (VZ) | 0.0 | $114k | +51% | 2.8k | 40.73 |
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| Itt (ITT) | 0.0 | $113k | +16% | 649.00 | 173.51 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $108k | +32% | 628.00 | 171.18 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $106k | 221.00 | 479.62 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $105k | 265.00 | 396.31 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $104k | +27% | 183.00 | 566.36 |
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| McDonald's Corporation (MCD) | 0.0 | $103k | +21% | 337.00 | 305.63 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $102k | 352.00 | 290.32 |
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| Amgen (AMGN) | 0.0 | $102k | +17% | 311.00 | 327.31 |
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| Synopsys (SNPS) | 0.0 | $102k | +16% | 216.00 | 469.72 |
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| Chubb (CB) | 0.0 | $101k | +26% | 323.00 | 312.12 |
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| Pfizer (PFE) | 0.0 | $101k | +19% | 4.0k | 24.90 |
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| Kla Corp Com New (KLAC) | 0.0 | $98k | 81.00 | 1215.09 |
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| SYSCO Corporation (SYY) | 0.0 | $97k | -16% | 1.3k | 73.69 |
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| Equinix (EQIX) | 0.0 | $96k | +27% | 125.00 | 765.90 |
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| Intel Corporation (INTC) | 0.0 | $95k | 2.6k | 36.90 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $92k | -3% | 158.00 | 580.72 |
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| Booking Holdings (BKNG) | 0.0 | $91k | 17.00 | 5355.35 |
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| Intercontinental Exchange (ICE) | 0.0 | $89k | -6% | 552.00 | 161.96 |
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| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.0 | $89k | 2.6k | 33.75 |
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| Metropcs Communications (TMUS) | 0.0 | $89k | 438.00 | 203.04 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $89k | +2% | 292.00 | 303.89 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $88k | 611.00 | 143.57 |
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| Corning Incorporated (GLW) | 0.0 | $88k | 1.0k | 87.56 |
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| Linde SHS (LIN) | 0.0 | $87k | +9% | 204.00 | 426.39 |
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| Cadence Design Systems (CDNS) | 0.0 | $85k | 271.00 | 312.58 |
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| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $84k | 13k | 6.30 |
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| Amphenol Corp Cl A (APH) | 0.0 | $82k | +38% | 604.00 | 135.14 |
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| Dbx Etf Tr Xtrackers Us 0-1 (TRSY) | 0.0 | $79k | 2.6k | 30.07 |
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| Automatic Data Processing (ADP) | 0.0 | $77k | +26% | 298.00 | 257.23 |
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| Pepsi (PEP) | 0.0 | $76k | -9% | 531.00 | 143.52 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $76k | +2% | 469.00 | 162.01 |
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| Prologis (PLD) | 0.0 | $76k | +24% | 594.00 | 127.66 |
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| General Motors Company (GM) | 0.0 | $75k | +11% | 924.00 | 81.32 |
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| Servicenow (NOW) | 0.0 | $75k | +653% | 490.00 | 153.19 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $75k | 214.00 | 349.99 |
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| Altria (MO) | 0.0 | $74k | -4% | 1.3k | 57.66 |
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| Bhp Group Sponsored Ads (BHP) | 0.0 | $73k | +25% | 1.2k | 60.37 |
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| Gilead Sciences (GILD) | 0.0 | $73k | +22% | 592.00 | 122.74 |
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| Welltower Inc Com reit (WELL) | 0.0 | $72k | +31% | 386.00 | 185.61 |
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| UnitedHealth (UNH) | 0.0 | $71k | -38% | 215.00 | 330.11 |
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| Capital One Financial (COF) | 0.0 | $71k | +48% | 292.00 | 242.36 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.0 | $71k | 1.7k | 42.19 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $70k | +5% | 181.00 | 389.20 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $70k | -6% | 969.00 | 72.66 |
|
| Eaton Corp SHS (ETN) | 0.0 | $70k | 221.00 | 318.51 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $69k | 523.00 | 131.03 |
|
|
| Travelers Companies (TRV) | 0.0 | $69k | +2% | 236.00 | 290.06 |
|
| AFLAC Incorporated (AFL) | 0.0 | $68k | +3% | 618.00 | 110.27 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $68k | 597.00 | 113.10 |
|
|
| Uber Technologies (UBER) | 0.0 | $68k | -3% | 826.00 | 81.71 |
|
| Moody's Corporation (MCO) | 0.0 | $67k | -2% | 132.00 | 510.86 |
|
| Xcel Energy (XEL) | 0.0 | $67k | +8% | 906.00 | 73.86 |
|
| Kroger (KR) | 0.0 | $66k | -3% | 1.1k | 62.48 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $65k | +76% | 243.00 | 268.30 |
|
| Cooper Cos (COO) | 0.0 | $65k | +86% | 793.00 | 81.96 |
|
| Yum! Brands (YUM) | 0.0 | $65k | +5% | 429.00 | 151.28 |
|
| Loews Corporation (L) | 0.0 | $65k | 615.00 | 105.31 |
|
|
| Lowe's Companies (LOW) | 0.0 | $64k | +37% | 267.00 | 241.16 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $64k | -8% | 806.00 | 79.24 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $64k | 1.1k | 60.17 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $63k | +37% | 665.00 | 95.35 |
|
| Hartford Financial Services (HIG) | 0.0 | $63k | +38% | 460.00 | 137.80 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $63k | 765.00 | 82.82 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $63k | +11% | 2.6k | 24.02 |
|
| Progressive Corporation (PGR) | 0.0 | $63k | +33% | 278.00 | 227.72 |
|
| Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) | 0.0 | $63k | 2.2k | 28.52 |
|
|
| Hca Holdings (HCA) | 0.0 | $63k | +15% | 134.00 | 466.87 |
|
| Icici Bank Adr (IBN) | 0.0 | $62k | +64% | 2.1k | 29.80 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $62k | 2.4k | 26.23 |
|
|
| Philip Morris International (PM) | 0.0 | $62k | +52% | 384.00 | 160.40 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $61k | 850.00 | 71.45 |
|
|
| MercadoLibre (MELI) | 0.0 | $60k | 30.00 | 2014.27 |
|
|
| Cme (CME) | 0.0 | $60k | +14% | 221.00 | 273.08 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $60k | +25% | 132.00 | 453.36 |
|
| Empire St Rlty Op Unit Ltd Prt 250 (FISK) | 0.0 | $60k | 9.8k | 6.07 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $60k | -29% | 123.00 | 483.67 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.0 | $59k | +5% | 2.2k | 26.47 |
|
| Nextera Energy (NEE) | 0.0 | $59k | +34% | 738.00 | 80.28 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $59k | 637.00 | 92.30 |
|
|
| Deere & Company (DE) | 0.0 | $57k | +13% | 123.00 | 465.58 |
|
| Ford Motor Company (F) | 0.0 | $57k | +16% | 4.3k | 13.12 |
|
| Xylem (XYL) | 0.0 | $57k | -11% | 417.00 | 136.18 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $55k | 410.00 | 133.41 |
|
|
| Honeywell International (HON) | 0.0 | $55k | -16% | 280.00 | 195.09 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $54k | -2% | 312.00 | 173.53 |
|
| Doordash Cl A (DASH) | 0.0 | $54k | -2% | 238.00 | 226.48 |
|
| Copa Holdings Sa Cl A (CPA) | 0.0 | $54k | 444.00 | 120.61 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $53k | +18% | 687.00 | 76.67 |
|
| Danaher Corporation (DHR) | 0.0 | $53k | -9% | 230.00 | 228.92 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $52k | +53% | 336.00 | 154.14 |
|
Past Filings by Bell Investment Advisors
SEC 13F filings are viewable for Bell Investment Advisors going back to 2021
- Bell Investment Advisors 2025 Q4 filed Feb. 24, 2026
- Bell Investment Advisors 2025 Q3 filed Nov. 21, 2025
- Bell Investment Advisors 2025 Q2 filed Aug. 11, 2025
- Bell Investment Advisors 2025 Q1 filed May 16, 2025
- Bell Investment Advisors 2024 Q4 filed Feb. 7, 2025
- Bell Investment Advisors 2024 Q3 filed Nov. 13, 2024
- Bell Investment Advisors 2024 Q1 filed May 8, 2024
- 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