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 40.00% of Bell Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: TLT, GBIL, VMBS, TDTT, WTW, IEMG, MUNY, CMF, QUAL, IVV.
- Started 99 new stock positions in ATHM, LAZR, AZZ, ABOS, SQM, FDLO, HP, MGTX, TRMD, RNW.
- Reduced shares in these 10 stocks: FNDX, FNDA, MTUM, SCHX, FNDC, FNDF, NYF, SPHY, VTEC, FNDE.
- Sold out of its positions in ABM, AGCO, AMR, KNTK, AMED, ANDE, ANSS, AVPT, AX, AZEK.
- Bell Investment Advisors was a net buyer of stock by $1.9M.
- Bell Investment Advisors has $612M in assets under management (AUM), dropping by 5.22%.
- Central Index Key (CIK): 0001890149
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Portfolio Holdings for Bell Investment Advisors
Bell Investment Advisors holds 1876 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Bell Investment Advisors has 1876 total positions. Only the first 250 positions are shown.
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- Download the Bell Investment Advisors September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 9.9 | $61M | +3% | 603k | 100.23 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 8.9 | $54M | -3% | 2.1M | 26.30 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.7 | $47M | +4% | 1.0M | 46.96 |
|
| Flexshares Tr Iboxx 3r Targt (TDTT) | 7.5 | $46M | +3% | 1.9M | 24.33 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 6.1 | $37M | +7% | 415k | 89.37 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 4.7 | $29M | 674k | 42.96 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 4.0 | $24M | -2% | 94k | 256.45 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.9 | $24M | -2% | 902k | 26.34 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 3.2 | $20M | -4% | 638k | 31.16 |
|
| Vanguard Index Fds Value Etf (VTV) | 3.1 | $19M | 101k | 186.49 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.6 | $16M | 82k | 194.50 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.1 | $13M | 547k | 23.28 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.0 | $12M | 164k | 73.48 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.6 | $10M | +4% | 153k | 65.92 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.6 | $9.7M | 220k | 44.19 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.6 | $9.6M | 351k | 27.30 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.3 | $7.7M | -3% | 212k | 36.16 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $7.4M | 63k | 118.83 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 1.2 | $7.4M | -7% | 166k | 44.51 |
|
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.2 | $7.4M | 99k | 74.89 |
|
|
| Apple (AAPL) | 1.2 | $7.1M | 28k | 254.63 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.1 | $6.9M | 249k | 27.90 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 1.1 | $6.8M | +3% | 203k | 33.50 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 1.1 | $6.5M | -3% | 101k | 64.38 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.0 | $6.2M | 109k | 56.86 |
|
|
| Ishares Tr International Sl (ISCF) | 0.8 | $4.9M | +2% | 119k | 41.12 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.8 | $4.8M | 105k | 45.51 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $4.2M | 19k | 215.79 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $3.7M | 38k | 95.14 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.4M | -2% | 14k | 243.55 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.5 | $3.3M | -11% | 33k | 99.77 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $2.6M | 14k | 186.58 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.5M | 4.1k | 612.33 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.4 | $2.5M | +8% | 69k | 35.48 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.4 | $2.3M | +3% | 22k | 103.36 |
|
| Microsoft Corporation (MSFT) | 0.4 | $2.3M | -3% | 4.4k | 517.95 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.4 | $2.2M | -9% | 49k | 45.21 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.2M | -3% | 9.1k | 243.10 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $2.1M | -4% | 18k | 118.44 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.8M | 2.6k | 666.22 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $1.7M | -3% | 51k | 33.37 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $1.7M | 24k | 69.37 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.6M | -2% | 6.4k | 254.29 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.3 | $1.6M | -4% | 35k | 45.42 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $1.6M | 11k | 142.55 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $1.5M | 18k | 84.83 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.5M | +4% | 21k | 74.37 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $1.4M | +30% | 25k | 57.04 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.4M | 4.5k | 307.85 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $1.3M | -2% | 29k | 45.08 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.3M | +6% | 21k | 59.92 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.2M | 7.1k | 167.33 |
|
|
| Chevron Corporation (CVX) | 0.2 | $1.2M | +2% | 7.4k | 155.29 |
|
| Spdr Series Trust Spdr S&p 500 Etf (SPYX) | 0.2 | $1.1M | -3% | 20k | 54.85 |
|
| Spdr Series Trust Port Mtg Bk Etf (SPMB) | 0.2 | $986k | -5% | 44k | 22.44 |
|
| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.1 | $875k | +16% | 36k | 24.27 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 0.1 | $860k | +9% | 18k | 47.88 |
|
| Spdr Series Trust Spdr Msci Usa Ge (SHE) | 0.1 | $821k | -3% | 6.4k | 127.45 |
|
| Meta Platforms Cl A (META) | 0.1 | $819k | -5% | 1.1k | 734.38 |
|
| Amazon (AMZN) | 0.1 | $812k | -6% | 3.7k | 219.57 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $811k | 8.7k | 92.98 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $809k | -5% | 5.6k | 145.61 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $757k | -5% | 1.3k | 600.28 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $724k | 29k | 25.13 |
|
|
| Abbvie (ABBV) | 0.1 | $668k | 2.9k | 231.54 |
|
|
| Intuit (INTU) | 0.1 | $632k | 925.00 | 682.91 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $627k | 2.0k | 315.43 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $609k | 16k | 38.57 |
|
|
| Willis Towers Watson SHS (WTW) | 0.1 | $608k | +2932% | 1.8k | 345.45 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $577k | -4% | 13k | 43.42 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $553k | 4.9k | 112.74 |
|
|
| Broadcom (AVGO) | 0.1 | $541k | 1.6k | 329.97 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $529k | 4.1k | 128.35 |
|
|
| Tesla Motors (TSLA) | 0.1 | $519k | -9% | 1.2k | 444.72 |
|
| Procter & Gamble Company (PG) | 0.1 | $506k | -7% | 3.3k | 153.65 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $501k | 1.8k | 281.86 |
|
|
| 3M Company (MMM) | 0.1 | $486k | 3.1k | 155.18 |
|
|
| Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY) | 0.1 | $476k | NEW | 4.6k | 102.95 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $470k | 4.9k | 95.16 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $458k | 3.7k | 125.06 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $449k | +2% | 2.2k | 208.72 |
|
| Blackrock Etf Trust Ii Ishares Short-te (CALI) | 0.1 | $431k | +9% | 8.5k | 50.67 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $427k | +19% | 1.3k | 328.08 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $418k | 451.00 | 925.63 |
|
|
| Visa Com Cl A (V) | 0.1 | $406k | -3% | 1.2k | 341.38 |
|
| Carrier Global Corporation (CARR) | 0.1 | $406k | 6.8k | 59.70 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $397k | +162% | 593.00 | 669.66 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $390k | +8% | 7.2k | 54.18 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $370k | -7% | 1.1k | 326.31 |
|
| Keysight Technologies (KEYS) | 0.1 | $353k | 2.0k | 174.92 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $350k | 4.1k | 84.68 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $350k | -5% | 2.6k | 133.94 |
|
| Netflix (NFLX) | 0.1 | $339k | -5% | 283.00 | 1198.92 |
|
| Wells Fargo & Company (WFC) | 0.1 | $327k | 3.9k | 83.82 |
|
|
| Otis Worldwide Corp (OTIS) | 0.1 | $325k | 3.6k | 91.43 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $323k | -2% | 1.1k | 281.24 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $310k | -2% | 545.00 | 568.81 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $309k | 3.9k | 80.18 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $305k | 4.0k | 76.45 |
|
|
| Anthem (ELV) | 0.0 | $304k | -7% | 942.00 | 323.02 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $297k | +62% | 5.9k | 50.07 |
|
| Illinois Tool Works (ITW) | 0.0 | $294k | 1.1k | 260.76 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $283k | 2.3k | 121.07 |
|
|
| S&p Global (SPGI) | 0.0 | $280k | 576.00 | 486.71 |
|
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| Bank of New York Mellon Corporation (BK) | 0.0 | $279k | 2.6k | 108.96 |
|
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| Eli Lilly & Co. (LLY) | 0.0 | $256k | +4% | 336.00 | 763.00 |
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| Johnson & Johnson (JNJ) | 0.0 | $254k | -17% | 1.4k | 185.42 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $244k | 508.00 | 479.67 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $241k | 4.2k | 56.87 |
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| Merck & Co (MRK) | 0.0 | $240k | -3% | 2.9k | 83.93 |
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| Ge Aerospace Com New (GE) | 0.0 | $229k | -3% | 762.00 | 300.82 |
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| Stryker Corporation (SYK) | 0.0 | $228k | 616.00 | 369.67 |
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| Qualcomm (QCOM) | 0.0 | $227k | +2% | 1.4k | 166.36 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $215k | 6.7k | 31.91 |
|
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $203k | +5% | 1.9k | 106.48 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $198k | -9% | 276.00 | 718.54 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $198k | +6% | 4.7k | 42.37 |
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| Ishares Tr Esg Optimized (SUSA) | 0.0 | $198k | -18% | 1.5k | 135.63 |
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| Goldman Sachs (GS) | 0.0 | $197k | 247.00 | 796.35 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $196k | -10% | 1.1k | 182.42 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $189k | -47% | 6.5k | 29.11 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $189k | +19% | 2.6k | 73.46 |
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| Home Depot (HD) | 0.0 | $182k | +4% | 449.00 | 405.19 |
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| Emerson Electric (EMR) | 0.0 | $181k | 1.4k | 131.18 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $179k | 1.9k | 95.48 |
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| Caterpillar (CAT) | 0.0 | $175k | 366.00 | 477.15 |
|
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| W.W. Grainger (GWW) | 0.0 | $174k | -2% | 183.00 | 952.96 |
|
| Coca-Cola Company (KO) | 0.0 | $173k | -11% | 2.6k | 66.33 |
|
| Starbucks Corporation (SBUX) | 0.0 | $173k | -8% | 2.0k | 84.60 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $171k | -2% | 2.3k | 74.34 |
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| Nike CL B (NKE) | 0.0 | $160k | 2.3k | 69.73 |
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| Advanced Micro Devices (AMD) | 0.0 | $150k | 926.00 | 161.79 |
|
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| Ge Vernova (GEV) | 0.0 | $148k | -5% | 241.00 | 614.90 |
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| Cisco Systems (CSCO) | 0.0 | $145k | -9% | 2.1k | 68.42 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $144k | 1.3k | 109.95 |
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|
| Expeditors International of Washington (EXPD) | 0.0 | $143k | 1.2k | 122.59 |
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| Palo Alto Networks (PANW) | 0.0 | $140k | -4% | 687.00 | 203.62 |
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| American Express Company (AXP) | 0.0 | $135k | +2% | 405.00 | 332.16 |
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| Targa Res Corp (TRGP) | 0.0 | $134k | +1464% | 798.00 | 167.54 |
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| International Business Machines (IBM) | 0.0 | $134k | -6% | 473.00 | 282.16 |
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| Wal-Mart Stores (WMT) | 0.0 | $131k | -19% | 1.3k | 103.06 |
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| Blackrock (BLK) | 0.0 | $131k | -3% | 112.00 | 1165.88 |
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| SYSCO Corporation (SYY) | 0.0 | $130k | 1.6k | 82.34 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $129k | +12% | 1.5k | 87.31 |
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| Citigroup Com New (C) | 0.0 | $127k | -4% | 1.3k | 101.50 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $127k | +77% | 1.9k | 65.26 |
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| At&t (T) | 0.0 | $125k | -13% | 4.4k | 28.24 |
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| UnitedHealth (UNH) | 0.0 | $120k | -20% | 348.00 | 345.30 |
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| salesforce (CRM) | 0.0 | $116k | +2% | 491.00 | 237.00 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $115k | -10% | 164.00 | 698.00 |
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| Cummins (CMI) | 0.0 | $109k | 259.00 | 422.37 |
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| Applied Materials (AMAT) | 0.0 | $105k | 515.00 | 204.74 |
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| Metropcs Communications (TMUS) | 0.0 | $105k | 440.00 | 239.38 |
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| Morgan Stanley Com New (MS) | 0.0 | $105k | -2% | 659.00 | 158.96 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $103k | 352.00 | 293.84 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $102k | 221.00 | 462.83 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $102k | +3% | 210.00 | 485.02 |
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| Intercontinental Exchange (ICE) | 0.0 | $100k | 593.00 | 168.48 |
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| Analog Devices (ADI) | 0.0 | $100k | +6% | 406.00 | 245.70 |
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| Itt (ITT) | 0.0 | $99k | 555.00 | 178.76 |
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| TJX Companies (TJX) | 0.0 | $99k | +6% | 684.00 | 144.54 |
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| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $99k | 13k | 7.44 |
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| Bank of America Corporation (BAC) | 0.0 | $99k | -2% | 1.9k | 51.59 |
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| Rockwell Automation (ROK) | 0.0 | $96k | 275.00 | 349.53 |
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| Cadence Design Systems (CDNS) | 0.0 | $95k | -6% | 269.00 | 351.26 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $94k | 265.00 | 355.47 |
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| Booking Holdings (BKNG) | 0.0 | $92k | -5% | 17.00 | 5399.29 |
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| Synopsys (SNPS) | 0.0 | $92k | -8% | 186.00 | 493.39 |
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| Altria (MO) | 0.0 | $89k | -19% | 1.3k | 66.06 |
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| Linde SHS (LIN) | 0.0 | $88k | +3% | 186.00 | 475.00 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $87k | -12% | 175.00 | 499.21 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $87k | +2% | 607.00 | 143.18 |
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| Kla Corp Com New (KLAC) | 0.0 | $86k | 80.00 | 1078.60 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $86k | +165% | 611.00 | 140.89 |
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| Pfizer (PFE) | 0.0 | $86k | -27% | 3.4k | 25.48 |
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| McDonald's Corporation (MCD) | 0.0 | $85k | -5% | 278.00 | 303.89 |
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| Intel Corporation (INTC) | 0.0 | $84k | -4% | 2.5k | 33.55 |
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| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.0 | $84k | -50% | 2.6k | 32.32 |
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| Uber Technologies (UBER) | 0.0 | $84k | -7% | 855.00 | 97.97 |
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| Eaton Corp SHS (ETN) | 0.0 | $84k | 223.00 | 374.25 |
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| Corning Incorporated (GLW) | 0.0 | $83k | -6% | 1.0k | 82.03 |
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| Pepsi (PEP) | 0.0 | $82k | -13% | 587.00 | 140.44 |
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| Verizon Communications (VZ) | 0.0 | $81k | -44% | 1.8k | 43.95 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $80k | +19% | 286.00 | 279.29 |
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| Dbx Etf Tr Xtrackers Us 0-1 (TRSY) | 0.0 | $78k | NEW | 2.6k | 30.18 |
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| Equinix (EQIX) | 0.0 | $77k | +10% | 98.00 | 780.99 |
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| Arista Networks Com Shs (ANET) | 0.0 | $76k | -23% | 524.00 | 145.71 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $75k | -21% | 213.00 | 352.75 |
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| Amgen (AMGN) | 0.0 | $75k | -11% | 264.00 | 282.20 |
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| Kroger (KR) | 0.0 | $74k | -4% | 1.1k | 67.41 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $74k | 98.00 | 750.04 |
|
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| Trane Technologies SHS (TT) | 0.0 | $73k | 172.00 | 421.97 |
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| Chubb (CB) | 0.0 | $72k | 255.00 | 282.25 |
|
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| Honeywell International (HON) | 0.0 | $71k | -6% | 337.00 | 210.50 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $70k | -5% | 1.0k | 67.50 |
|
| MercadoLibre (MELI) | 0.0 | $70k | 30.00 | 2336.97 |
|
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| PNC Financial Services (PNC) | 0.0 | $70k | 347.00 | 200.93 |
|
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| Xylem (XYL) | 0.0 | $69k | 470.00 | 147.50 |
|
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| Automatic Data Processing (ADP) | 0.0 | $69k | 236.00 | 293.50 |
|
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $69k | -7% | 459.00 | 150.86 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.0 | $69k | -27% | 1.7k | 41.11 |
|
| Xcel Energy (XEL) | 0.0 | $68k | 837.00 | 80.65 |
|
|
| Doordash Cl A (DASH) | 0.0 | $67k | -3% | 245.00 | 271.99 |
|
| AFLAC Incorporated (AFL) | 0.0 | $67k | 596.00 | 111.70 |
|
|
| Micron Technology (MU) | 0.0 | $66k | -3% | 397.00 | 167.32 |
|
| Empire St Rlty Op Unit Ltd Prt 250 (FISK) | 0.0 | $66k | 9.8k | 6.73 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $65k | 850.00 | 76.01 |
|
|
| Moody's Corporation (MCO) | 0.0 | $64k | 135.00 | 476.48 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $64k | -3% | 880.00 | 73.00 |
|
| Travelers Companies (TRV) | 0.0 | $64k | -28% | 230.00 | 279.22 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $64k | -25% | 143.00 | 447.23 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $64k | -3% | 474.00 | 133.90 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $64k | NEW | 765.00 | 82.96 |
|
| Loews Corporation (L) | 0.0 | $63k | 623.00 | 100.39 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $62k | 1.1k | 57.47 |
|
|
| Yum! Brands (YUM) | 0.0 | $62k | 405.00 | 152.00 |
|
|
| Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) | 0.0 | $61k | 2.2k | 27.46 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $61k | 319.00 | 190.58 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $61k | +9% | 2.4k | 25.71 |
|
| Servicenow (NOW) | 0.0 | $60k | -12% | 65.00 | 920.29 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $58k | -18% | 2.4k | 24.56 |
|
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 0.0 | $57k | -43% | 2.1k | 26.95 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $57k | 637.00 | 89.37 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $57k | -4% | 387.00 | 146.32 |
|
| Golar Lng SHS (GLNG) | 0.0 | $55k | 1.4k | 40.41 |
|
|
| Clorox Company (CLX) | 0.0 | $55k | -4% | 446.00 | 123.30 |
|
| Prologis (PLD) | 0.0 | $55k | -16% | 479.00 | 114.52 |
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $55k | NEW | 2.9k | 18.92 |
|
| Axon Enterprise (AXON) | 0.0 | $55k | -8% | 76.00 | 717.64 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $54k | -26% | 435.00 | 123.75 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $54k | -5% | 963.00 | 55.75 |
|
| Gilead Sciences (GILD) | 0.0 | $54k | -17% | 483.00 | 111.00 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $54k | 408.00 | 131.15 |
|
|
| Copa Holdings Sa Cl A (CPA) | 0.0 | $53k | -50% | 449.00 | 118.82 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $52k | -6% | 293.00 | 178.14 |
|
| Cme (CME) | 0.0 | $52k | -5% | 193.00 | 270.19 |
|
| Progressive Corporation (PGR) | 0.0 | $52k | -18% | 209.00 | 246.95 |
|
| Williams-Sonoma (WSM) | 0.0 | $51k | -4% | 259.00 | 195.45 |
|
| Danaher Corporation (DHR) | 0.0 | $51k | +14% | 255.00 | 198.26 |
|
| General Motors Company (GM) | 0.0 | $51k | -9% | 828.00 | 60.97 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $50k | 854.00 | 58.08 |
|
|
| Hca Holdings (HCA) | 0.0 | $49k | -8% | 116.00 | 426.21 |
|
| Deere & Company (DE) | 0.0 | $49k | 108.00 | 457.27 |
|
|
| Medtronic SHS (MDT) | 0.0 | $49k | 515.00 | 95.17 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $49k | NEW | 410.00 | 119.51 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $49k | 389.00 | 125.95 |
|
|
| Lowe's Companies (LOW) | 0.0 | $49k | 194.00 | 251.31 |
|
|
| Constellation Energy (CEG) | 0.0 | $48k | -14% | 146.00 | 329.08 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $48k | +136% | 118.00 | 402.42 |
|
Past Filings by Bell Investment Advisors
SEC 13F filings are viewable for Bell Investment Advisors going back to 2021
- 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