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 41.82% of Bell Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: GBIL, FNDX, VMBS, TLT, BRK.A, MMM, CMF, SCHX, SCHF, TDTT.
- Started 71 new stock positions in LMB, CLF, KRT, VTLE, THRM, PRDO, QGEN, ADUS, KNTK, BRK.A.
- Reduced shares in these 10 stocks: VGLT, AOR, SCHB, MTUM, TSLA, FNDA, ICSH, FTEC, VTI, FNDF.
- Sold out of its positions in ATS, AAP, AGEN, EXTO, ALTR, MT, ARCH, ATRC, B, BLUE.
- Bell Investment Advisors was a net buyer of stock by $4.4M.
- Bell Investment Advisors has $541M in assets under management (AUM), dropping by 1.12%.
- Central Index Key (CIK): 0001890149
Tip: Access up to 7 years of quarterly data
Positions held by Bell Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Bell Investment Advisors
Bell Investment Advisors holds 1904 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Bell Investment Advisors has 1904 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Bell Investment Advisors March 31, 2025 positions
- Download the Bell Investment Advisors March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 10.5 | $57M | +2% | 567k | 100.18 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 9.3 | $51M | +2% | 2.1M | 23.61 |
|
| Flexshares Tr Iboxx 3r Targt (TDTT) | 8.0 | $43M | 1.8M | 24.38 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.8 | $42M | +2% | 913k | 46.31 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 6.2 | $33M | +3% | 366k | 91.03 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 4.4 | $24M | 666k | 36.14 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.1 | $22M | +2% | 999k | 22.08 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 3.7 | $20M | 725k | 27.39 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 3.5 | $19M | -2% | 95k | 202.13 |
|
| Vanguard Index Fds Value Etf (VTV) | 3.1 | $17M | 97k | 172.74 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.4 | $13M | 77k | 170.89 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.1 | $11M | 152k | 74.72 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.1 | $11M | +3% | 561k | 19.78 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.9 | $10M | 360k | 27.96 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.5 | $7.9M | 198k | 39.69 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.3 | $7.2M | 134k | 53.97 |
|
|
| Ishares Tr Core 60/40 Balan (AOR) | 1.3 | $7.1M | -6% | 124k | 57.57 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $7.0M | 67k | 104.57 |
|
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.3 | $6.9M | -8% | 119k | 57.61 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.3 | $6.8M | 222k | 30.80 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 1.3 | $6.8M | 188k | 36.20 |
|
|
| Apple (AAPL) | 1.1 | $6.2M | 28k | 222.13 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.1 | $6.1M | 258k | 23.43 |
|
|
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.0 | $5.5M | 87k | 63.43 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.9 | $5.0M | 166k | 30.32 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.8 | $4.2M | +15% | 74k | 56.28 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.7 | $3.8M | +4% | 106k | 35.88 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $3.7M | +2% | 19k | 193.99 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.7 | $3.6M | 38k | 93.66 |
|
|
| Ishares Tr International Sl (ISCF) | 0.6 | $3.2M | 94k | 33.68 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.4 | $2.2M | +3% | 21k | 103.47 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.1M | 4.1k | 513.91 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.1M | 14k | 156.23 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $2.0M | -3% | 20k | 97.95 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.4 | $1.9M | 48k | 40.41 |
|
|
| Microsoft Corporation (MSFT) | 0.3 | $1.6M | 4.2k | 375.39 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.6M | 21k | 73.45 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.3 | $1.5M | -3% | 51k | 30.31 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $1.5M | -2% | 26k | 58.98 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.4M | 9.4k | 154.64 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $1.4M | 18k | 77.92 |
|
|
| NVIDIA Corporation (NVDA) | 0.3 | $1.4M | +3% | 13k | 108.38 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $1.3M | -4% | 48k | 27.57 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.3M | -5% | 5.8k | 221.75 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.2M | -10% | 2.2k | 559.35 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $1.2M | 30k | 38.41 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $1.1M | 9.6k | 115.59 |
|
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.2 | $1.1M | -6% | 48k | 22.05 |
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.2 | $961k | +5% | 21k | 45.75 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $960k | -5% | 19k | 50.83 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $939k | 7.1k | 132.46 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $914k | 3.6k | 257.00 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $798k | NEW | 1.00 | 798442.00 |
|
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.1 | $757k | -4% | 6.6k | 114.14 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $749k | -11% | 6.1k | 121.91 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $720k | 8.8k | 81.69 |
|
|
| Amazon (AMZN) | 0.1 | $663k | 3.5k | 190.26 |
|
|
| 3M Company (MMM) | 0.1 | $631k | +4114% | 4.3k | 146.86 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $627k | 1.3k | 469.01 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $616k | +4% | 6.6k | 93.79 |
|
| Intuit (INTU) | 0.1 | $568k | 925.00 | 613.99 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $554k | -2% | 16k | 34.95 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $526k | -47% | 24k | 21.53 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $521k | 16k | 32.99 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $520k | 3.1k | 170.42 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $494k | 4.2k | 116.98 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $467k | 8.9k | 52.65 |
|
|
| Abbvie (ABBV) | 0.1 | $436k | 2.1k | 209.52 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $434k | +3% | 2.3k | 186.33 |
|
| Carrier Global Corporation (CARR) | 0.1 | $433k | 6.8k | 63.40 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $431k | 3.6k | 118.92 |
|
|
| Anthem (ELV) | 0.1 | $431k | +3% | 990.00 | 434.83 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $427k | +2% | 1.7k | 245.30 |
|
| Meta Platforms Cl A (META) | 0.1 | $420k | 728.00 | 576.36 |
|
|
| Visa Com Cl A (V) | 0.1 | $420k | +3% | 1.2k | 350.46 |
|
| Blackrock Etf Trust Ii Ishares Short-te (CALI) | 0.1 | $388k | 7.7k | 50.36 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $386k | +3% | 3.6k | 106.64 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $376k | -33% | 1.4k | 274.92 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $367k | 3.6k | 103.20 |
|
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $350k | +12% | 15k | 23.42 |
|
| Chevron Corporation (CVX) | 0.1 | $335k | +6% | 2.0k | 167.28 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $329k | 12k | 26.58 |
|
|
| Ishares Tr Msci Intl Moment (IMTM) | 0.1 | $322k | 8.1k | 39.94 |
|
|
| Tesla Motors (TSLA) | 0.1 | $319k | -47% | 1.2k | 259.16 |
|
| S&p Global (SPGI) | 0.1 | $318k | 626.00 | 508.10 |
|
|
| Keysight Technologies (KEYS) | 0.1 | $309k | 2.1k | 149.77 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $297k | 4.0k | 73.68 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $295k | 6.5k | 45.26 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $292k | 4.2k | 68.89 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $289k | +122% | 7.6k | 37.86 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $280k | -25% | 2.7k | 105.44 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $271k | +4% | 328.00 | 825.91 |
|
| Netflix (NFLX) | 0.0 | $270k | 289.00 | 932.53 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $264k | 1.3k | 206.48 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $259k | 1.2k | 211.44 |
|
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.0 | $253k | -30% | 9.3k | 27.26 |
|
| UnitedHealth (UNH) | 0.0 | $247k | -5% | 472.00 | 523.75 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $247k | 4.0k | 61.89 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $245k | +3% | 446.00 | 548.12 |
|
| Merck & Co (MRK) | 0.0 | $243k | +3% | 2.7k | 89.76 |
|
| Broadcom (AVGO) | 0.0 | $240k | 1.4k | 167.45 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $235k | 4.3k | 55.10 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $232k | 1.8k | 132.65 |
|
|
| Qualcomm (QCOM) | 0.0 | $231k | +4% | 1.5k | 153.61 |
|
| Stryker Corporation (SYK) | 0.0 | $228k | 612.00 | 372.25 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $218k | 587.00 | 370.86 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $215k | 2.3k | 92.53 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $214k | 2.6k | 83.87 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $212k | -42% | 4.3k | 49.62 |
|
| Wells Fargo & Company (WFC) | 0.0 | $200k | -9% | 2.8k | 71.79 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $195k | 7.8k | 25.04 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $185k | +27% | 1.1k | 165.84 |
|
| Coca-Cola Company (KO) | 0.0 | $181k | -10% | 2.5k | 71.63 |
|
| Oracle Corporation (ORCL) | 0.0 | $157k | +2% | 1.1k | 139.81 |
|
| Ge Aerospace Com New (GE) | 0.0 | $156k | 780.00 | 200.15 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $156k | 1.7k | 90.67 |
|
|
| Home Depot (HD) | 0.0 | $153k | 416.00 | 366.49 |
|
|
| Emerson Electric (EMR) | 0.0 | $150k | 1.4k | 109.64 |
|
|
| Nike CL B (NKE) | 0.0 | $150k | 2.4k | 63.48 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $147k | -15% | 1.9k | 78.28 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $145k | 153.00 | 945.78 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $140k | 1.2k | 120.25 |
|
|
| At&t (T) | 0.0 | $136k | 4.8k | 28.28 |
|
|
| Cisco Systems (CSCO) | 0.0 | $136k | 2.2k | 61.71 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $136k | 4.4k | 30.99 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $131k | -5% | 2.1k | 62.09 |
|
| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.0 | $131k | +13% | 4.6k | 28.66 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.0 | $127k | +1174% | 1.3k | 98.43 |
|
| Caterpillar (CAT) | 0.0 | $125k | 379.00 | 329.80 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $125k | +6% | 1.4k | 87.79 |
|
| salesforce (CRM) | 0.0 | $124k | 462.00 | 268.36 |
|
|
| Goldman Sachs (GS) | 0.0 | $122k | 223.00 | 546.29 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $114k | -38% | 228.00 | 497.60 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $111k | 430.00 | 258.40 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $110k | -2% | 1.5k | 75.04 |
|
| Blackrock (BLK) | 0.0 | $108k | 114.00 | 946.48 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $108k | 1.3k | 80.11 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $107k | 400.00 | 266.71 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $106k | -5% | 188.00 | 562.78 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $105k | 916.00 | 114.87 |
|
|
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $103k | 13k | 7.76 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $102k | 265.00 | 383.53 |
|
|
| American Express Company (AXP) | 0.0 | $101k | 377.00 | 269.05 |
|
|
| International Business Machines (IBM) | 0.0 | $101k | +2% | 407.00 | 248.66 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $99k | +4% | 1.2k | 84.40 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $99k | 179.00 | 550.03 |
|
|
| Pfizer (PFE) | 0.0 | $97k | +21% | 3.8k | 25.34 |
|
| Intercontinental Exchange (ICE) | 0.0 | $96k | 558.00 | 172.50 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $95k | 556.00 | 170.64 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $93k | 221.00 | 419.05 |
|
|
| Altria (MO) | 0.0 | $92k | 1.5k | 60.02 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $91k | -3% | 890.00 | 102.74 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $91k | +655% | 1.2k | 76.04 |
|
| Amgen (AMGN) | 0.0 | $90k | +2% | 289.00 | 311.55 |
|
| Synopsys (SNPS) | 0.0 | $87k | 202.00 | 428.85 |
|
|
| Citigroup Com New (C) | 0.0 | $87k | 1.2k | 70.99 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $84k | -19% | 189.00 | 446.71 |
|
| Verizon Communications (VZ) | 0.0 | $84k | +2% | 1.8k | 45.36 |
|
| Travelers Companies (TRV) | 0.0 | $84k | 317.00 | 264.41 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $83k | 167.00 | 495.28 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $80k | -9% | 257.00 | 312.37 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $80k | 302.00 | 264.97 |
|
|
| Linde SHS (LIN) | 0.0 | $79k | +3% | 170.00 | 465.64 |
|
| Kroger (KR) | 0.0 | $78k | 1.2k | 67.69 |
|
|
| Booking Holdings (BKNG) | 0.0 | $78k | 17.00 | 4606.94 |
|
|
| Cummins (CMI) | 0.0 | $78k | 249.00 | 313.44 |
|
|
| Copa Holdings Sa Cl A (CPA) | 0.0 | $78k | +19% | 841.00 | 92.46 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $77k | 3.0k | 25.84 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $77k | +2% | 429.00 | 179.70 |
|
| Rockwell Automation (ROK) | 0.0 | $77k | 298.00 | 258.38 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $76k | 265.00 | 288.14 |
|
|
| TJX Companies (TJX) | 0.0 | $76k | 624.00 | 121.80 |
|
|
| Empire St Rlty Op Unit Ltd Prt 250 (FISK) | 0.0 | $75k | 9.8k | 7.60 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $73k | 235.00 | 312.04 |
|
|
| Ge Vernova (GEV) | 0.0 | $73k | 240.00 | 305.28 |
|
|
| Analog Devices (ADI) | 0.0 | $71k | +4% | 353.00 | 201.67 |
|
| Cadence Design Systems (CDNS) | 0.0 | $71k | 278.00 | 254.33 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $70k | 601.00 | 116.67 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $70k | 1.9k | 36.81 |
|
|
| Prologis (PLD) | 0.0 | $70k | +2% | 623.00 | 111.79 |
|
| Zoetis Cl A (ZTS) | 0.0 | $70k | 422.00 | 164.65 |
|
|
| Chubb (CB) | 0.0 | $69k | +3% | 229.00 | 301.99 |
|
| Equinix (EQIX) | 0.0 | $69k | +21% | 84.00 | 818.13 |
|
| Automatic Data Processing (ADP) | 0.0 | $68k | +2% | 224.00 | 305.53 |
|
| Applied Materials (AMAT) | 0.0 | $68k | +38% | 469.00 | 145.12 |
|
| AFLAC Incorporated (AFL) | 0.0 | $68k | 608.00 | 111.19 |
|
|
| Medtronic SHS (MDT) | 0.0 | $67k | +48% | 748.00 | 89.81 |
|
| Itt (ITT) | 0.0 | $66k | 507.00 | 129.16 |
|
|
| Clorox Company (CLX) | 0.0 | $64k | 433.00 | 147.25 |
|
|
| Fiserv (FI) | 0.0 | $63k | 286.00 | 220.83 |
|
|
| Danaher Corporation (DHR) | 0.0 | $63k | +3% | 307.00 | 205.00 |
|
| Bank of America Corporation (BAC) | 0.0 | $63k | +4% | 1.5k | 41.73 |
|
| Uber Technologies (UBER) | 0.0 | $62k | +9% | 851.00 | 72.86 |
|
| Moody's Corporation (MCO) | 0.0 | $62k | 132.00 | 465.70 |
|
|
| PNC Financial Services (PNC) | 0.0 | $61k | 344.00 | 175.77 |
|
|
| W.W. Grainger (GWW) | 0.0 | $60k | +3% | 61.00 | 987.84 |
|
| Progressive Corporation (PGR) | 0.0 | $60k | +2% | 212.00 | 283.01 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $60k | 782.00 | 76.57 |
|
|
| Intel Corporation (INTC) | 0.0 | $60k | +2% | 2.6k | 22.71 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $59k | -25% | 1.1k | 55.09 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $59k | 1.1k | 54.76 |
|
|
| Xcel Energy (XEL) | 0.0 | $59k | +33% | 832.00 | 70.79 |
|
| MercadoLibre (MELI) | 0.0 | $59k | +3% | 30.00 | 1950.90 |
|
| Gilead Sciences (GILD) | 0.0 | $58k | +9% | 518.00 | 112.05 |
|
| Eaton Corp SHS (ETN) | 0.0 | $58k | 213.00 | 271.83 |
|
|
| Kenvue (KVUE) | 0.0 | $57k | 2.4k | 23.98 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $57k | 371.00 | 152.64 |
|
|
| Servicenow (NOW) | 0.0 | $57k | 71.00 | 796.14 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $56k | 1.2k | 45.65 |
|
|
| Loews Corporation (L) | 0.0 | $56k | 609.00 | 91.91 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $56k | 115.00 | 484.83 |
|
|
| Xylem (XYL) | 0.0 | $55k | 462.00 | 119.46 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $55k | 162.00 | 336.93 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $55k | +5% | 1.5k | 36.90 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $54k | 414.00 | 131.07 |
|
|
| Cme (CME) | 0.0 | $54k | 203.00 | 265.29 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $54k | 850.00 | 63.00 |
|
|
| Honeywell International (HON) | 0.0 | $53k | -46% | 250.00 | 211.75 |
|
| Gartner (IT) | 0.0 | $53k | 126.00 | 419.75 |
|
|
| Golar Lng SHS (GLNG) | 0.0 | $52k | 1.4k | 37.99 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $51k | 590.00 | 86.94 |
|
|
| Deere & Company (DE) | 0.0 | $51k | +5% | 108.00 | 469.35 |
|
| Verisk Analytics (VRSK) | 0.0 | $50k | 169.00 | 297.62 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $48k | 405.00 | 119.44 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $48k | +6% | 70.00 | 679.80 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $47k | +3% | 194.00 | 244.03 |
|
| Nextera Energy (NEE) | 0.0 | $47k | 666.00 | 70.89 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $47k | 468.00 | 100.88 |
|
|
| Ingredion Incorporated (INGR) | 0.0 | $47k | +41% | 346.00 | 135.21 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $46k | 1.1k | 42.22 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $46k | 1.3k | 36.29 |
|
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.0 | $46k | 1.4k | 33.47 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $46k | 906.00 | 50.21 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $45k | 851.00 | 53.30 |
|
|
| ConocoPhillips (COP) | 0.0 | $45k | -40% | 431.00 | 105.02 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $45k | 179.00 | 251.77 |
|
|
| Doordash Cl A (DASH) | 0.0 | $45k | 245.00 | 182.77 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $44k | 289.00 | 153.21 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $44k | 91.00 | 484.12 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $44k | +6% | 563.00 | 77.48 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $43k | 463.00 | 93.70 |
|
|
| Pepsi (PEP) | 0.0 | $43k | -2% | 289.00 | 149.94 |
|
| Roper Industries (ROP) | 0.0 | $43k | -7% | 73.00 | 589.59 |
|
| Aon Shs Cl A (AON) | 0.0 | $43k | +2% | 107.00 | 399.09 |
|
| Lowe's Companies (LOW) | 0.0 | $43k | +15% | 183.00 | 233.24 |
|
| Hartford Financial Services (HIG) | 0.0 | $42k | 339.00 | 123.73 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $42k | 264.00 | 158.10 |
|
|
| CRH Ord (CRH) | 0.0 | $41k | +14% | 466.00 | 87.97 |
|
| General Motors Company (GM) | 0.0 | $41k | +2% | 870.00 | 47.03 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $41k | 817.00 | 49.99 |
|
Past Filings by Bell Investment Advisors
SEC 13F filings are viewable for Bell Investment Advisors going back to 2021
- 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