Bell Investment Advisors
Latest statistics and disclosures from Bell Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GBIL, FNDX, TDTT, VMBS, TLT, and represent 40.61% of Bell Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: FNDX (+$33M), SCHX (+$15M), FNDA (+$11M), SCHD (+$6.5M), SCHF (+$5.1M), SCHA, TLT, FNDF, GBIL, SCHB.
- Started 104 new stock positions in MMSI, BLMZ, DJT, CURB, VSEC, INTA, SMMT, LINE, QXO, QMMM.
- Reduced shares in these 10 stocks: VGLT, MTUM, ICSH, AOR, QUAL, SGOV, , SPLV, EFAV, TGT.
- Sold out of its positions in ASGN, ALIT, ARCB, Arista Networks, ARRY, ASPN, Avangrid, AXNX, BlackRock, BAK.
- Bell Investment Advisors was a net buyer of stock by $80M.
- Bell Investment Advisors has $535M in assets under management (AUM), dropping by -1.84%.
- Central Index Key (CIK): 0001890149
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Portfolio Holdings for Bell Investment Advisors
Bell Investment Advisors holds 1900 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Bell Investment Advisors has 1900 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Bell Investment Advisors Dec. 31, 2024 positions
- Download the Bell Investment Advisors December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 10.3 | $55M | 551k | 99.92 |
|
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 9.2 | $49M | +204% | 2.1M | 23.68 |
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| Flexshares Tr Iboxx 3r Targt (TDTT) | 7.8 | $42M | 1.8M | 23.59 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.5 | $40M | 887k | 45.34 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.8 | $31M | +7% | 355k | 87.33 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.2 | $23M | +198% | 980k | 23.18 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 4.2 | $22M | +5% | 671k | 33.21 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 4.1 | $22M | +104% | 734k | 29.70 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 3.7 | $20M | -3% | 97k | 206.92 |
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| Vanguard Index Fds Value Etf (VTV) | 3.1 | $17M | 98k | 169.30 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.6 | $14M | 77k | 178.08 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.0 | $11M | 152k | 70.00 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.9 | $10M | +102% | 542k | 18.50 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.8 | $9.7M | +207% | 355k | 27.32 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $7.8M | 68k | 115.22 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 1.4 | $7.6M | -2% | 133k | 57.32 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 1.4 | $7.4M | 199k | 37.12 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.4 | $7.3M | -14% | 131k | 55.35 |
|
| Apple (AAPL) | 1.3 | $7.0M | 28k | 250.42 |
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| Ishares Core Msci Emkt (IEMG) | 1.3 | $6.9M | +2% | 132k | 52.22 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.2 | $6.7M | +101% | 258k | 25.86 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.2 | $6.5M | +4% | 225k | 29.05 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 1.2 | $6.4M | +4% | 189k | 34.14 |
|
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.1 | $6.0M | +2% | 87k | 69.13 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.9 | $4.7M | +11% | 167k | 27.82 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $3.7M | 19k | 195.83 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.7 | $3.7M | +8% | 64k | 57.28 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.7 | $3.5M | +3% | 101k | 34.33 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $3.4M | 38k | 88.79 |
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| Ishares Tr International Sl (ISCF) | 0.6 | $3.0M | 94k | 32.28 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.6M | 14k | 190.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.2M | 4.2k | 538.78 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $2.2M | -3% | 21k | 104.89 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.4 | $2.1M | +6% | 21k | 100.60 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.4 | $1.9M | 48k | 40.34 |
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| Microsoft Corporation (MSFT) | 0.3 | $1.8M | -3% | 4.2k | 421.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.8M | 9.3k | 189.30 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.7M | -2% | 12k | 134.29 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.5M | +10% | 22k | 71.91 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.5M | +3% | 6.2k | 240.29 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $1.5M | +4% | 26k | 56.70 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.3 | $1.4M | -2% | 53k | 27.11 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.4M | +6% | 2.4k | 586.15 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $1.3M | 50k | 26.63 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $1.3M | -2% | 31k | 42.05 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $1.3M | -6% | 18k | 70.71 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $1.1M | +2% | 9.8k | 114.47 |
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| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.2 | $1.1M | 52k | 21.55 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.1M | +202% | 47k | 22.70 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $959k | 3.6k | 269.71 |
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| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.2 | $958k | -2% | 20k | 48.15 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $957k | +21% | 20k | 47.82 |
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| Tesla Motors (TSLA) | 0.2 | $945k | 2.3k | 403.84 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $894k | +4% | 6.9k | 128.81 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $820k | 7.1k | 115.72 |
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| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.2 | $807k | 7.0k | 115.80 |
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| Amazon (AMZN) | 0.1 | $751k | 3.4k | 219.39 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $695k | 1.4k | 511.32 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $678k | +6% | 8.9k | 76.14 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $600k | +42% | 2.1k | 289.79 |
|
| Intuit (INTU) | 0.1 | $583k | 928.00 | 628.50 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $577k | NEW | 6.3k | 91.68 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $568k | 4.2k | 134.34 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $546k | 16k | 34.59 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $542k | +9% | 16k | 33.39 |
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| Procter & Gamble Company (PG) | 0.1 | $506k | 3.0k | 167.65 |
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| Ishares Tr New York Mun Etf (NYF) | 0.1 | $469k | +2% | 8.8k | 53.22 |
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| Carrier Global Corporation (CARR) | 0.1 | $464k | 6.8k | 68.26 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $444k | 2.2k | 198.19 |
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| Meta Platforms Cl A (META) | 0.1 | $422k | -4% | 720.00 | 585.55 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $408k | +3% | 1.7k | 239.71 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $395k | -2% | 3.7k | 107.56 |
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| Blackrock Etf Trust Ii Ishares Short-te (CALI) | 0.1 | $385k | 7.7k | 50.16 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $382k | -10% | 3.6k | 106.55 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $370k | -11% | 7.4k | 50.13 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $368k | 3.5k | 105.62 |
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| Abbvie (ABBV) | 0.1 | $366k | 2.1k | 177.70 |
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| Visa Com Cl A (V) | 0.1 | $365k | +8% | 1.2k | 316.04 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $352k | NEW | 14k | 26.19 |
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| Anthem (ELV) | 0.1 | $352k | -7% | 954.00 | 368.79 |
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| Keysight Technologies (KEYS) | 0.1 | $331k | 2.1k | 160.63 |
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| Broadcom (AVGO) | 0.1 | $331k | 1.4k | 231.85 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $328k | 3.5k | 92.61 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $322k | +200% | 12k | 26.07 |
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| Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $313k | 13k | 23.47 |
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| S&p Global (SPGI) | 0.1 | $309k | -8% | 621.00 | 498.03 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.1 | $302k | +5% | 8.1k | 37.40 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $297k | +4% | 1.3k | 232.52 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $296k | 1.2k | 242.14 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $287k | 6.5k | 44.04 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $273k | 4.2k | 64.47 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $271k | +2% | 4.0k | 67.88 |
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| Chevron Corporation (CVX) | 0.1 | $271k | -10% | 1.9k | 144.82 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $269k | 1.5k | 184.84 |
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| Merck & Co (MRK) | 0.0 | $261k | -5% | 2.6k | 99.48 |
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| Netflix (NFLX) | 0.0 | $255k | -2% | 286.00 | 891.32 |
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| UnitedHealth (UNH) | 0.0 | $252k | +2% | 498.00 | 505.86 |
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| Eli Lilly & Co. (LLY) | 0.0 | $243k | -2% | 315.00 | 772.00 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $241k | +53% | 587.00 | 410.48 |
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| Ishares Tr Ultra Short-term (ICSH) | 0.0 | $234k | -59% | 4.6k | 50.43 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $227k | -2% | 431.00 | 526.57 |
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| Tractor Supply Company (TSCO) | 0.0 | $226k | +403% | 4.3k | 53.06 |
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| Qualcomm (QCOM) | 0.0 | $221k | 1.4k | 153.62 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $221k | 2.3k | 94.99 |
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| Stryker Corporation (SYK) | 0.0 | $220k | 610.00 | 360.05 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $217k | +305% | 7.8k | 27.87 |
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| Wells Fargo & Company (WFC) | 0.0 | $216k | 3.1k | 70.24 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $207k | 4.0k | 51.99 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $196k | 2.5k | 76.83 |
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| Abbott Laboratories (ABT) | 0.0 | $196k | 1.7k | 113.11 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $194k | -6% | 373.00 | 519.73 |
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| Oracle Corporation (ORCL) | 0.0 | $183k | 1.1k | 166.64 |
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| Nike CL B (NKE) | 0.0 | $180k | 2.4k | 75.67 |
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| Coca-Cola Company (KO) | 0.0 | $176k | +10% | 2.8k | 62.27 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $175k | 1.7k | 102.09 |
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| Emerson Electric (EMR) | 0.0 | $169k | 1.4k | 123.93 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $164k | 2.2k | 74.01 |
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| Home Depot (HD) | 0.0 | $159k | +2% | 409.00 | 388.99 |
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| salesforce (CRM) | 0.0 | $154k | 460.00 | 334.33 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $143k | 3.4k | 41.60 |
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| Costco Wholesale Corporation (COST) | 0.0 | $138k | +14% | 151.00 | 916.27 |
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| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $135k | 13k | 10.18 |
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| Caterpillar (CAT) | 0.0 | $135k | 372.00 | 362.76 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $132k | -11% | 2.2k | 58.92 |
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| Cisco Systems (CSCO) | 0.0 | $131k | 2.2k | 59.20 |
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| Expeditors International of Washington (EXPD) | 0.0 | $128k | 1.2k | 110.77 |
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| Ge Aerospace Com New (GE) | 0.0 | $128k | -2% | 766.00 | 166.79 |
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| Johnson & Johnson (JNJ) | 0.0 | $126k | +15% | 872.00 | 144.62 |
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| Goldman Sachs (GS) | 0.0 | $125k | 219.00 | 572.62 |
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| Wal-Mart Stores (WMT) | 0.0 | $121k | -2% | 1.3k | 90.35 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $118k | 265.00 | 444.68 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $117k | -5% | 199.00 | 587.84 |
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| Pinterest Cl A (PINS) | 0.0 | $117k | 4.0k | 29.00 |
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| Blackrock (BLK) | 0.0 | $116k | NEW | 113.00 | 1025.12 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $115k | 4.4k | 26.33 |
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| SYSCO Corporation (SYY) | 0.0 | $115k | 1.5k | 76.46 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $114k | +21% | 235.00 | 485.94 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $114k | 430.00 | 263.90 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $113k | 931.00 | 121.58 |
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| Advanced Micro Devices (AMD) | 0.0 | $111k | 922.00 | 120.79 |
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| American Express Company (AXP) | 0.0 | $111k | 373.00 | 296.79 |
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| At&t (T) | 0.0 | $109k | 4.8k | 22.77 |
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| Honeywell International (HON) | 0.0 | $106k | +18% | 469.00 | 225.89 |
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| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.0 | $105k | 4.0k | 26.19 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $105k | 1.3k | 78.93 |
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| Palo Alto Networks (PANW) | 0.0 | $100k | +100% | 550.00 | 181.96 |
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| Synopsys (SNPS) | 0.0 | $97k | 200.00 | 485.36 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $97k | 299.00 | 323.83 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $94k | 221.00 | 424.67 |
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| Empire St Rlty Op Unit Ltd Prt 250 (FISK) | 0.0 | $89k | 9.8k | 9.04 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $89k | -3% | 170.00 | 521.96 |
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| Metropcs Communications (TMUS) | 0.0 | $88k | -2% | 398.00 | 220.73 |
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| International Business Machines (IBM) | 0.0 | $88k | 399.00 | 219.83 |
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| Cummins (CMI) | 0.0 | $88k | -5% | 251.00 | 348.60 |
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| Citigroup Com New (C) | 0.0 | $85k | -14% | 1.2k | 70.39 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $85k | 1.1k | 75.63 |
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| Booking Holdings (BKNG) | 0.0 | $85k | -10% | 17.00 | 4968.47 |
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| Rockwell Automation (ROK) | 0.0 | $84k | -3% | 294.00 | 285.79 |
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| Intercontinental Exchange (ICE) | 0.0 | $84k | 562.00 | 149.01 |
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| Cadence Design Systems (CDNS) | 0.0 | $84k | 278.00 | 300.46 |
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| Pfizer (PFE) | 0.0 | $84k | -26% | 3.1k | 26.53 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $83k | -8% | 235.00 | 351.79 |
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| McDonald's Corporation (MCD) | 0.0 | $83k | +7% | 285.00 | 289.89 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $80k | +38% | 1.4k | 55.45 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $80k | 178.00 | 447.38 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $79k | -5% | 419.00 | 187.51 |
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| Altria (MO) | 0.0 | $78k | +4% | 1.5k | 52.29 |
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| Ge Vernova (GEV) | 0.0 | $78k | -2% | 236.00 | 328.93 |
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| Travelers Companies (TRV) | 0.0 | $76k | +2% | 315.00 | 240.57 |
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| Morgan Stanley Com New (MS) | 0.0 | $76k | 601.00 | 125.72 |
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| TJX Companies (TJX) | 0.0 | $75k | -3% | 620.00 | 120.81 |
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| Servicenow (NOW) | 0.0 | $74k | 70.00 | 1060.13 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $74k | 3.0k | 24.56 |
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| Amgen (AMGN) | 0.0 | $73k | 281.00 | 260.64 |
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| Verizon Communications (VZ) | 0.0 | $72k | -10% | 1.8k | 39.99 |
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| Analog Devices (ADI) | 0.0 | $72k | -6% | 339.00 | 212.46 |
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| ConocoPhillips (COP) | 0.0 | $72k | -3% | 721.00 | 99.17 |
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| Itt (ITT) | 0.0 | $71k | +2% | 499.00 | 142.88 |
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| Kroger (KR) | 0.0 | $71k | 1.2k | 61.15 |
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| Clorox Company (CLX) | 0.0 | $70k | 433.00 | 162.41 |
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| Eaton Corp SHS (ETN) | 0.0 | $70k | +2% | 211.00 | 331.87 |
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| Ishares Tr Broad Usd High (USHY) | 0.0 | $69k | +2% | 1.9k | 36.80 |
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| Linde SHS (LIN) | 0.0 | $69k | -4% | 165.00 | 418.67 |
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| Danaher Corporation (DHR) | 0.0 | $68k | -12% | 297.00 | 229.55 |
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| Zoetis Cl A (ZTS) | 0.0 | $68k | -5% | 418.00 | 162.93 |
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| PNC Financial Services (PNC) | 0.0 | $65k | 338.00 | 192.85 |
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| Equinix (EQIX) | 0.0 | $65k | 69.00 | 943.93 |
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| Hp (HPQ) | 0.0 | $65k | +2% | 2.0k | 32.63 |
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| Prologis (PLD) | 0.0 | $65k | -20% | 610.00 | 105.70 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $64k | 265.00 | 242.13 |
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| Automatic Data Processing (ADP) | 0.0 | $64k | +2% | 218.00 | 292.73 |
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| Bank of America Corporation (BAC) | 0.0 | $63k | -5% | 1.4k | 43.95 |
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| AFLAC Incorporated (AFL) | 0.0 | $63k | -3% | 608.00 | 103.44 |
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| Moody's Corporation (MCO) | 0.0 | $63k | 132.00 | 473.37 |
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| W.W. Grainger (GWW) | 0.0 | $62k | 59.00 | 1054.05 |
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| Copa Holdings Sa Cl A (CPA) | 0.0 | $62k | +12% | 703.00 | 87.88 |
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| Chubb (CB) | 0.0 | $61k | 222.00 | 276.30 |
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| Gartner (IT) | 0.0 | $61k | 126.00 | 484.48 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $61k | 1.1k | 56.48 |
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| Trane Technologies SHS (TT) | 0.0 | $60k | 162.00 | 369.35 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $58k | 782.00 | 74.73 |
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| Arista Networks Com Shs (ANET) | 0.0 | $58k | NEW | 527.00 | 110.53 |
|
| Fiserv (FI) | 0.0 | $58k | -6% | 283.00 | 205.42 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $58k | 868.00 | 66.83 |
|
|
| Golar Lng SHS (GLNG) | 0.0 | $57k | 1.4k | 42.32 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $57k | -9% | 2.7k | 21.35 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $55k | 1.2k | 44.87 |
|
|
| Applied Materials (AMAT) | 0.0 | $55k | -2% | 339.00 | 162.63 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $55k | 913.00 | 60.30 |
|
|
| Marvell Technology (MRVL) | 0.0 | $55k | 498.00 | 110.45 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $55k | 414.00 | 131.76 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $54k | +7% | 850.00 | 63.45 |
|
| Xylem (XYL) | 0.0 | $53k | +2% | 458.00 | 116.02 |
|
| Valaris Cl A (VAL) | 0.0 | $53k | -4% | 1.2k | 44.24 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $53k | -5% | 1.1k | 47.83 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $52k | +4% | 1.4k | 37.53 |
|
| Loews Corporation (L) | 0.0 | $52k | 609.00 | 84.69 |
|
|
| Intel Corporation (INTC) | 0.0 | $52k | -12% | 2.6k | 20.05 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $52k | 453.00 | 113.61 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $50k | 179.00 | 280.06 |
|
|
| Kenvue (KVUE) | 0.0 | $50k | -7% | 2.3k | 21.35 |
|
| Progressive Corporation (PGR) | 0.0 | $49k | +3% | 206.00 | 239.61 |
|
| MercadoLibre (MELI) | 0.0 | $49k | 29.00 | 1700.45 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $49k | -17% | 264.00 | 185.18 |
|
| Ameriprise Financial (AMP) | 0.0 | $49k | 91.00 | 532.44 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $48k | 403.00 | 118.13 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $47k | -2% | 117.00 | 402.70 |
|
| Uber Technologies (UBER) | 0.0 | $47k | 780.00 | 60.32 |
|
|
| Nextera Energy (NEE) | 0.0 | $47k | -4% | 654.00 | 71.69 |
|
| Verisk Analytics (VRSK) | 0.0 | $47k | 169.00 | 275.43 |
|
|
| Cme (CME) | 0.0 | $46k | -4% | 200.00 | 232.23 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $46k | +3% | 364.00 | 127.07 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $46k | 231.00 | 197.49 |
|
|
| General Motors Company (GM) | 0.0 | $45k | -9% | 851.00 | 53.27 |
|
| Axon Enterprise (AXON) | 0.0 | $45k | 76.00 | 594.33 |
|
|
| Pepsi (PEP) | 0.0 | $45k | -20% | 295.00 | 152.06 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $44k | 1.3k | 34.75 |
|
|
| Gilead Sciences (GILD) | 0.0 | $44k | -9% | 475.00 | 92.37 |
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.0 | $43k | 1.4k | 31.62 |
|
|
| Deere & Company (DE) | 0.0 | $43k | -3% | 102.00 | 423.71 |
|
| American Intl Group Com New (AIG) | 0.0 | $43k | -23% | 590.00 | 72.80 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $42k | -3% | 464.00 | 90.91 |
|
| Xcel Energy (XEL) | 0.0 | $42k | 621.00 | 67.52 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $42k | 66.00 | 630.12 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $41k | -4% | 460.00 | 89.32 |
|
| Roper Industries (ROP) | 0.0 | $41k | 79.00 | 519.86 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $41k | 817.00 | 49.92 |
|
|
| Doordash Cl A (DASH) | 0.0 | $41k | 242.00 | 167.75 |
|
|
| Medtronic SHS (MDT) | 0.0 | $40k | -26% | 505.00 | 79.82 |
|
| Electronic Arts (EA) | 0.0 | $40k | -3% | 275.00 | 146.30 |
|
Past Filings by Bell Investment Advisors
SEC 13F filings are viewable for Bell Investment Advisors going back to 2021
- 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