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 40.27% of Bell Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: TLT, GBIL, SCHX, GSSC, TDTT, VGLT, NVDA, VMBS, USMV, ISCF.
- Started 87 new stock positions in PVH, BP, SQSP, SSL, Amentum Holdings, CNH, RNR, HOLO, VC, VBK.
- Reduced shares in these 10 stocks: FNDX, IJR, SPHY, AOR, QUAL, FNDA, VSS, VOO, VTV, MTUM.
- Sold out of its positions in ACMR, ALRM, AIN, ALLO, ATEC, American Equity Investment Life Holding, AIRC, ARDX, ARCT, ARWR.
- Bell Investment Advisors was a net buyer of stock by $7.1M.
- Bell Investment Advisors has $545M in assets under management (AUM), dropping by 6.56%.
- Central Index Key (CIK): 0001890149
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Portfolio Holdings for Bell Investment Advisors
Bell Investment Advisors holds 1878 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Bell Investment Advisors has 1878 total positions. Only the first 250 positions are shown.
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- Download the Bell Investment Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 10.0 | $54M | +4% | 542k | 100.29 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 9.0 | $49M | -5% | 685k | 71.76 |
|
| Flexshares Tr Iboxx 3r Targt (TDTT) | 7.8 | $42M | +3% | 1.8M | 24.05 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.6 | $42M | +3% | 878k | 47.21 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.9 | $32M | +7% | 329k | 98.10 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 4.4 | $24M | +4% | 639k | 37.37 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.1 | $22M | +10% | 328k | 67.85 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 3.9 | $21M | -2% | 360k | 59.57 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 3.7 | $20M | -2% | 100k | 202.76 |
|
| Vanguard Index Fds Value Etf (VTV) | 3.1 | $17M | -2% | 98k | 174.57 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.6 | $14M | -5% | 78k | 179.30 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.0 | $11M | 154k | 71.73 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.0 | $11M | +5% | 267k | 41.12 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.8 | $9.7M | +6% | 115k | 84.53 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.7 | $9.4M | +18% | 153k | 61.54 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.5 | $8.2M | -3% | 199k | 41.49 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 1.5 | $8.1M | -8% | 137k | 59.24 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $7.9M | -21% | 68k | 116.96 |
|
| Ishares Core Msci Emkt (IEMG) | 1.4 | $7.4M | +4% | 129k | 57.41 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.3 | $7.0M | 216k | 32.27 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 1.3 | $6.9M | 180k | 38.15 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.2 | $6.6M | -3% | 128k | 51.50 |
|
| Apple (AAPL) | 1.2 | $6.5M | -3% | 28k | 233.00 |
|
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.1 | $5.9M | +49% | 85k | 69.35 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.8 | $4.6M | 150k | 30.42 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $3.8M | -9% | 19k | 198.06 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.7 | $3.8M | -2% | 98k | 38.53 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $3.5M | +41% | 39k | 91.31 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.6 | $3.4M | +8% | 59k | 58.11 |
|
| Ishares Tr International Sl (ISCF) | 0.6 | $3.3M | +41% | 93k | 35.25 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.3M | 14k | 167.19 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.2M | -19% | 4.2k | 527.71 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $2.2M | 21k | 101.65 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.4 | $2.0M | 49k | 40.63 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.4 | $2.0M | -13% | 19k | 101.32 |
|
| Microsoft Corporation (MSFT) | 0.3 | $1.9M | 4.4k | 430.30 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.3 | $1.6M | -12% | 54k | 29.53 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $1.5M | +4% | 25k | 61.51 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $1.5M | +946% | 13k | 121.44 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.5M | 9.2k | 165.86 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $1.5M | 19k | 76.70 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.5M | -6% | 20k | 75.11 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $1.4M | 49k | 29.18 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.4M | -2% | 6.0k | 237.20 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $1.3M | +3% | 32k | 41.82 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.3M | 2.3k | 573.74 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $1.2M | -34% | 9.6k | 125.96 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.2 | $1.2M | -2% | 53k | 22.53 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.0M | -17% | 16k | 66.52 |
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.2 | $961k | +2% | 20k | 47.25 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $933k | 3.5k | 263.27 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $867k | -18% | 16k | 52.81 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $865k | 7.1k | 121.16 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $835k | +4% | 6.6k | 126.17 |
|
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.1 | $801k | +2% | 7.1k | 113.59 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $707k | +3% | 8.4k | 84.17 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $664k | 1.4k | 488.25 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $629k | 4.2k | 148.48 |
|
|
| Amazon (AMZN) | 0.1 | $626k | +4% | 3.4k | 186.33 |
|
| Tesla Motors (TSLA) | 0.1 | $604k | +10% | 2.3k | 261.63 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $586k | -23% | 12k | 50.74 |
|
| Intuit (INTU) | 0.1 | $579k | -5% | 933.00 | 621.00 |
|
| Carrier Global Corporation (CARR) | 0.1 | $550k | 6.8k | 80.49 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $541k | 16k | 34.29 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $538k | +4% | 15k | 36.41 |
|
| Anthem (ELV) | 0.1 | $535k | +2% | 1.0k | 519.85 |
|
| Procter & Gamble Company (PG) | 0.1 | $528k | +2% | 3.1k | 173.20 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $466k | 8.6k | 54.33 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $457k | +24% | 2.3k | 200.80 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $442k | -4% | 3.8k | 117.21 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $435k | +4% | 4.0k | 108.63 |
|
| Meta Platforms Cl A (META) | 0.1 | $432k | -43% | 755.00 | 572.47 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $427k | -4% | 8.4k | 51.12 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $410k | +793% | 1.4k | 283.07 |
|
| Abbvie (ABBV) | 0.1 | $409k | 2.1k | 197.48 |
|
|
| Blackrock Etf Trust Ii Short Term Calif (CALY) | 0.1 | $384k | +647% | 7.6k | 50.50 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $382k | +9% | 3.5k | 109.03 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $373k | 3.6k | 103.94 |
|
|
| S&p Global (SPGI) | 0.1 | $352k | 682.00 | 516.62 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $348k | +3% | 1.7k | 210.86 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $331k | +45700% | 4.1k | 80.37 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $327k | -77% | 14k | 24.05 |
|
| Keysight Technologies (KEYS) | 0.1 | $327k | 2.1k | 158.93 |
|
|
| Merck & Co (MRK) | 0.1 | $314k | +3% | 2.8k | 113.56 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 0.1 | $309k | -38% | 7.7k | 40.38 |
|
| Chevron Corporation (CVX) | 0.1 | $308k | -26% | 2.1k | 147.25 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $308k | +46% | 6.4k | 47.85 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $300k | 1.2k | 245.46 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $298k | 4.2k | 70.82 |
|
|
| Visa Com Cl A (V) | 0.1 | $292k | 1.1k | 274.95 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $287k | +5% | 324.00 | 885.94 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $286k | +3% | 3.9k | 73.41 |
|
| UnitedHealth (UNH) | 0.1 | $284k | -3% | 485.00 | 584.68 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $275k | 1.2k | 225.76 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $254k | 1.5k | 174.51 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $246k | 847.00 | 290.93 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $246k | +2% | 398.00 | 617.86 |
|
| Qualcomm (QCOM) | 0.0 | $246k | 1.4k | 170.05 |
|
|
| Broadcom (AVGO) | 0.0 | $244k | +939% | 1.4k | 172.50 |
|
| Stryker Corporation (SYK) | 0.0 | $222k | 615.00 | 361.26 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $219k | 443.00 | 493.80 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $210k | 2.3k | 90.64 |
|
|
| Nike CL B (NKE) | 0.0 | $208k | -9% | 2.4k | 88.40 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $208k | 4.0k | 52.13 |
|
|
| Netflix (NFLX) | 0.0 | $207k | 292.00 | 709.27 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $200k | NEW | 1.9k | 104.18 |
|
| Abbott Laboratories (ABT) | 0.0 | $198k | 1.7k | 114.01 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $187k | 1.1k | 170.40 |
|
|
| Coca-Cola Company (KO) | 0.0 | $184k | -35% | 2.6k | 71.87 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $183k | 2.5k | 71.86 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $177k | -14% | 3.1k | 56.49 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $165k | 1.7k | 95.94 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $162k | +860% | 2.5k | 64.74 |
|
| Home Depot (HD) | 0.0 | $162k | 400.00 | 405.20 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $157k | 1.6k | 100.72 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $153k | 1.2k | 131.40 |
|
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| Emerson Electric (EMR) | 0.0 | $151k | 1.4k | 109.37 |
|
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| Advanced Micro Devices (AMD) | 0.0 | $149k | +4% | 909.00 | 164.08 |
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| Ge Aerospace Com New (GE) | 0.0 | $148k | +3% | 786.00 | 188.58 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $147k | 383.00 | 383.99 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $144k | 2.2k | 64.81 |
|
|
| Caterpillar (CAT) | 0.0 | $144k | 368.00 | 391.12 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $142k | -7% | 3.4k | 41.54 |
|
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $140k | 13k | 10.58 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $140k | +4% | 270.00 | 517.78 |
|
| Pinterest Cl A (PINS) | 0.0 | $131k | +483% | 4.0k | 32.37 |
|
| salesforce (CRM) | 0.0 | $126k | 459.00 | 273.71 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $125k | 4.4k | 28.41 |
|
|
| Pfizer (PFE) | 0.0 | $124k | -22% | 4.3k | 28.94 |
|
| Johnson & Johnson (JNJ) | 0.0 | $123k | -21% | 757.00 | 162.06 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $122k | -9% | 211.00 | 576.81 |
|
| Cisco Systems (CSCO) | 0.0 | $119k | -3% | 2.2k | 53.22 |
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| Target Corporation (TGT) | 0.0 | $119k | 762.00 | 155.93 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $118k | -9% | 1.5k | 78.06 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $117k | -2% | 132.00 | 886.52 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $113k | -6% | 430.00 | 263.60 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $113k | +6% | 193.00 | 584.56 |
|
| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.0 | $113k | +29% | 3.9k | 28.55 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $112k | -12% | 932.00 | 120.43 |
|
| Wal-Mart Stores (WMT) | 0.0 | $112k | +4% | 1.4k | 80.75 |
|
| Goldman Sachs (GS) | 0.0 | $110k | 222.00 | 495.11 |
|
|
| BlackRock (BLK) | 0.0 | $109k | +8% | 115.00 | 949.51 |
|
| Empire St Rlty Op Unit Ltd Prt 250 (FISK) | 0.0 | $108k | 9.8k | 10.99 |
|
|
| At&t (T) | 0.0 | $106k | +4% | 4.8k | 22.00 |
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| Synopsys (SNPS) | 0.0 | $103k | -5% | 203.00 | 506.39 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $102k | 1.3k | 77.61 |
|
|
| American Express Company (AXP) | 0.0 | $100k | +2% | 369.00 | 271.20 |
|
| Prologis (PLD) | 0.0 | $97k | -4% | 771.00 | 126.28 |
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| Danaher Corporation (DHR) | 0.0 | $95k | +3% | 340.00 | 278.02 |
|
| Palo Alto Networks (PANW) | 0.0 | $94k | +3% | 274.00 | 341.80 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $93k | 221.00 | 422.29 |
|
|
| Amgen (AMGN) | 0.0 | $92k | -3% | 284.00 | 322.21 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $91k | +13% | 442.00 | 206.57 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $91k | 256.00 | 353.48 |
|
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| Verizon Communications (VZ) | 0.0 | $90k | +5% | 2.0k | 44.91 |
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| Intercontinental Exchange (ICE) | 0.0 | $90k | +10% | 561.00 | 160.64 |
|
| Citigroup Com New (C) | 0.0 | $89k | +11% | 1.4k | 62.60 |
|
| International Business Machines (IBM) | 0.0 | $87k | +5% | 394.00 | 221.08 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $87k | +12% | 177.00 | 491.27 |
|
| Cummins (CMI) | 0.0 | $86k | +7% | 266.00 | 323.79 |
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| Zoetis Cl A (ZTS) | 0.0 | $86k | +5% | 440.00 | 195.38 |
|
| Metropcs Communications (TMUS) | 0.0 | $84k | +6% | 409.00 | 206.36 |
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| Analog Devices (ADI) | 0.0 | $83k | 362.00 | 230.17 |
|
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| Honeywell International (HON) | 0.0 | $82k | -17% | 397.00 | 206.71 |
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| Linde SHS (LIN) | 0.0 | $82k | 172.00 | 476.86 |
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| Rockwell Automation (ROK) | 0.0 | $82k | 304.00 | 268.46 |
|
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| McDonald's Corporation (MCD) | 0.0 | $80k | -13% | 264.00 | 304.51 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $80k | NEW | 3.0k | 26.83 |
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| Booking Holdings (BKNG) | 0.0 | $80k | 19.00 | 4212.16 |
|
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| ConocoPhillips (COP) | 0.0 | $78k | -2% | 745.00 | 105.28 |
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| Cadence Design Systems (CDNS) | 0.0 | $76k | -6% | 282.00 | 271.03 |
|
| TJX Companies (TJX) | 0.0 | $75k | 641.00 | 117.54 |
|
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| Altria (MO) | 0.0 | $73k | +5% | 1.4k | 51.04 |
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| Itt (ITT) | 0.0 | $73k | +2% | 486.00 | 149.51 |
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| Travelers Companies (TRV) | 0.0 | $72k | 306.00 | 234.27 |
|
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| Clorox Company (CLX) | 0.0 | $71k | -30% | 433.00 | 162.91 |
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| Applied Materials (AMAT) | 0.0 | $71k | +6% | 349.00 | 202.05 |
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| AFLAC Incorporated (AFL) | 0.0 | $70k | 627.00 | 111.80 |
|
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| Valaris Cl A (VAL) | 0.0 | $70k | -4% | 1.2k | 55.75 |
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| Hp (HPQ) | 0.0 | $69k | +4% | 1.9k | 35.87 |
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| Ishares Tr Broad Usd High (USHY) | 0.0 | $69k | +3% | 1.8k | 37.64 |
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| Intel Corporation (INTC) | 0.0 | $69k | -7% | 2.9k | 23.46 |
|
| Eaton Corp SHS (ETN) | 0.0 | $68k | 206.00 | 331.44 |
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| Kroger (KR) | 0.0 | $68k | 1.2k | 57.30 |
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| Chubb (CB) | 0.0 | $65k | +4% | 224.00 | 288.39 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $65k | +2% | 175.00 | 368.53 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $64k | 265.00 | 243.06 |
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| Trane Technologies SHS (TT) | 0.0 | $64k | +25% | 165.00 | 388.73 |
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| Gartner (IT) | 0.0 | $64k | 126.00 | 506.76 |
|
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $64k | -33% | 1.0k | 61.13 |
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| PNC Financial Services (PNC) | 0.0 | $64k | 344.00 | 184.85 |
|
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| Servicenow (NOW) | 0.0 | $64k | +9% | 71.00 | 894.39 |
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| Morgan Stanley Com New (MS) | 0.0 | $63k | +2% | 605.00 | 104.24 |
|
| Pepsi (PEP) | 0.0 | $63k | +9% | 370.00 | 170.05 |
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| Moody's Corporation (MCO) | 0.0 | $63k | 132.00 | 474.59 |
|
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $62k | 1.1k | 57.83 |
|
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| Equinix (EQIX) | 0.0 | $62k | +6% | 70.00 | 886.47 |
|
| Medtronic SHS (MDT) | 0.0 | $62k | 689.00 | 89.98 |
|
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| Ge Vernova (GEV) | 0.0 | $62k | NEW | 241.00 | 254.98 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $61k | NEW | 782.00 | 78.37 |
|
| Xylem (XYL) | 0.0 | $61k | 448.00 | 135.03 |
|
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| Hewlett Packard Enterprise (HPE) | 0.0 | $60k | +2% | 3.0k | 20.46 |
|
| W.W. Grainger (GWW) | 0.0 | $60k | -3% | 58.00 | 1038.81 |
|
| Bank of America Corporation (BAC) | 0.0 | $60k | 1.5k | 39.68 |
|
|
| MercadoLibre (MELI) | 0.0 | $60k | 29.00 | 2051.97 |
|
|
| Copa Holdings Sa Cl A (CPA) | 0.0 | $59k | +63% | 626.00 | 93.84 |
|
| Automatic Data Processing (ADP) | 0.0 | $59k | +21% | 212.00 | 276.73 |
|
| Kenvue (KVUE) | 0.0 | $58k | +3% | 2.5k | 23.13 |
|
| Nextera Energy (NEE) | 0.0 | $58k | +15% | 684.00 | 84.53 |
|
| Uber Technologies (UBER) | 0.0 | $58k | +2% | 769.00 | 75.16 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $58k | NEW | 1.2k | 46.74 |
|
| American Intl Group Com New (AIG) | 0.0 | $57k | 773.00 | 73.23 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $56k | -10% | 414.00 | 135.44 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $56k | 1.3k | 41.77 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $56k | 120.00 | 465.08 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $56k | 861.00 | 64.74 |
|
|
| Fiserv (FI) | 0.0 | $54k | +2% | 302.00 | 179.65 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $53k | 1.2k | 45.73 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $53k | +5270% | 913.00 | 57.62 |
|
| Arista Networks (ANET) | 0.0 | $53k | 137.00 | 383.82 |
|
|
| ConAgra Foods (CAG) | 0.0 | $52k | 1.6k | 32.52 |
|
|
| Progressive Corporation (PGR) | 0.0 | $51k | +6% | 200.00 | 253.76 |
|
| Builders FirstSource (BLDR) | 0.0 | $50k | +3% | 260.00 | 193.86 |
|
| Kla Corp Com New (KLAC) | 0.0 | $50k | 65.00 | 774.42 |
|
|
| Golar Lng SHS (GLNG) | 0.0 | $50k | 1.4k | 36.76 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $50k | 479.00 | 103.81 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $50k | +138% | 320.00 | 154.92 |
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.0 | $48k | -6% | 1.4k | 35.15 |
|
| Loews Corporation (L) | 0.0 | $48k | +2% | 609.00 | 79.05 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $48k | NEW | 179.00 | 267.37 |
|
| Hca Holdings (HCA) | 0.0 | $47k | 116.00 | 406.43 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $47k | 793.00 | 59.23 |
|
|
| Cme (CME) | 0.0 | $46k | +7% | 209.00 | 220.65 |
|
| Verisk Analytics (VRSK) | 0.0 | $45k | -13% | 169.00 | 267.96 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $45k | 1.3k | 35.42 |
|
|
| Roper Industries (ROP) | 0.0 | $45k | +11% | 80.00 | 556.45 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $45k | +2% | 447.00 | 99.49 |
|
| Lowe's Companies (LOW) | 0.0 | $44k | 164.00 | 270.85 |
|
|
| Deere & Company (DE) | 0.0 | $44k | -2% | 106.00 | 417.33 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $44k | 197.00 | 223.09 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $44k | 399.00 | 109.89 |
|
|
| Gilead Sciences (GILD) | 0.0 | $44k | -49% | 522.00 | 83.84 |
|
| D.R. Horton (DHI) | 0.0 | $44k | -5% | 228.00 | 190.77 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $43k | +14% | 364.00 | 119.07 |
|
| Phillips 66 (PSX) | 0.0 | $43k | +8% | 329.00 | 131.45 |
|
| Ameriprise Financial (AMP) | 0.0 | $43k | -2% | 91.00 | 469.81 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $42k | 1.1k | 37.20 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $42k | NEW | 817.00 | 51.82 |
|
| General Motors Company (GM) | 0.0 | $42k | +4% | 939.00 | 44.84 |
|
| Southern Company (SO) | 0.0 | $42k | 464.00 | 90.18 |
|
Past Filings by Bell Investment Advisors
SEC 13F filings are viewable for Bell Investment Advisors going back to 2021
- 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