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 40.68% of Bell Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: FNDX, AAPL, PG, VGLT, TDTT, GBIL, NVDA, VMBS, XOM, MSFT.
- Started 172 new stock positions in CXM, AUB, GBTG, BLTE, CSIQ, INTF, PAC, DES, LGND, SCHZ.
- Reduced shares in these 10 stocks: FNDA (-$6.1M), FNDF, MTUM, IEMG, VTV, AOR, SPLV, TLT, SCHF, GOOG.
- Sold out of its positions in ANGI, ARKK, PSIL, AGYS, ALH, AAPG, AstraZeneca, Avidity Biosciences Ord, BAX, BETA.
- Bell Investment Advisors was a net buyer of stock by $3.2M.
- Bell Investment Advisors has $639M in assets under management (AUM), dropping by 1.08%.
- Central Index Key (CIK): 0001890149
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Portfolio Holdings for Bell Investment Advisors
Bell Investment Advisors holds 1860 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Bell Investment Advisors has 1860 total positions. Only the first 250 positions are shown.
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- Download the Bell Investment Advisors March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 10.1 | $65M | 644k | 100.19 |
|
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 9.5 | $61M | +8% | 2.2M | 27.85 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.7 | $49M | 1.1M | 46.95 |
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| Flexshares Tr Iboxx 3r Targt (TDTT) | 7.6 | $49M | +2% | 2.0M | 24.24 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.8 | $37M | 426k | 86.69 |
|
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 4.9 | $32M | -5% | 644k | 48.93 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.6 | $23M | 901k | 25.64 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 3.3 | $21M | -4% | 88k | 239.99 |
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| Vanguard Index Fds Value Etf (VTV) | 3.0 | $20M | -2% | 99k | 196.20 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.4 | $16M | 81k | 191.81 |
|
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 2.3 | $15M | -29% | 447k | 32.43 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.2 | $14M | -2% | 558k | 24.75 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.8 | $12M | -3% | 157k | 73.14 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.7 | $11M | 363k | 30.68 |
|
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| Ishares Core Msci Emkt (IEMG) | 1.6 | $10M | -6% | 146k | 69.75 |
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| Apple (AAPL) | 1.5 | $9.5M | +50% | 37k | 253.79 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.5 | $9.4M | -2% | 204k | 46.23 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.3 | $8.1M | -2% | 212k | 38.26 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.2 | $7.7M | +19% | 139k | 55.36 |
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 1.2 | $7.6M | -3% | 164k | 46.36 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $7.4M | -3% | 59k | 124.31 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 1.1 | $7.0M | +4% | 203k | 34.45 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.1 | $7.0M | -2% | 239k | 29.08 |
|
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.0 | $6.4M | -4% | 85k | 74.55 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.8 | $5.3M | -9% | 82k | 64.35 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.7 | $4.6M | -5% | 99k | 46.74 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.7 | $4.6M | +2% | 46k | 99.08 |
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| Ishares Tr International Sl (ISCF) | 0.7 | $4.5M | -2% | 109k | 41.79 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $4.1M | 19k | 215.06 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.6M | -8% | 13k | 286.85 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $3.6M | 39k | 92.74 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.6 | $3.6M | -2% | 90k | 39.68 |
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| NVIDIA Corporation (NVDA) | 0.5 | $3.4M | +23% | 19k | 174.40 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.5 | $3.1M | -8% | 30k | 103.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.8M | -4% | 9.7k | 287.56 |
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| Procter & Gamble Company (PG) | 0.4 | $2.7M | +498% | 19k | 144.44 |
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| Ishares Tr Ibonds Dec 2035 (IBTQ) | 0.4 | $2.7M | 106k | 25.30 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.4M | 4.1k | 597.58 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.4 | $2.4M | +2% | 50k | 47.53 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $2.2M | +8% | 20k | 112.27 |
|
| Microsoft Corporation (MSFT) | 0.3 | $2.0M | +26% | 5.5k | 370.16 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.3 | $1.9M | +12% | 34k | 56.86 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $1.9M | +7% | 26k | 71.73 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.8M | 24k | 73.64 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $1.7M | +6% | 12k | 145.78 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $1.7M | +3% | 52k | 32.95 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $1.6M | 2.5k | 650.35 |
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| Chevron Corporation (CVX) | 0.3 | $1.6M | +6% | 7.9k | 206.89 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $1.6M | 18k | 91.37 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.6M | -5% | 6.0k | 261.92 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.2 | $1.5M | -2% | 34k | 45.87 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.4M | +73% | 8.2k | 169.65 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | 7.1k | 192.90 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $1.2M | -10% | 26k | 47.02 |
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| Amazon (AMZN) | 0.2 | $1.2M | +31% | 5.7k | 208.27 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.2M | -11% | 18k | 64.08 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.2M | -9% | 3.9k | 298.84 |
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| Spdr Series Trust State Street Spd (SPYX) | 0.2 | $1.0M | 20k | 53.03 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $991k | +26% | 7.0k | 141.43 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.2 | $960k | 20k | 48.02 |
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| Spdr Series Trust State Street Spd (SPMB) | 0.1 | $903k | -6% | 40k | 22.39 |
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| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.1 | $872k | 36k | 24.11 |
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| Spdr Series Trust State Street Spd (SHE) | 0.1 | $861k | +4% | 6.7k | 127.81 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $843k | 34k | 24.91 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $833k | 8.7k | 95.62 |
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| Abbvie (ABBV) | 0.1 | $775k | +23% | 3.6k | 217.47 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $685k | -4% | 1.2k | 577.33 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $660k | +3% | 2.2k | 294.16 |
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| Broadcom (AVGO) | 0.1 | $659k | 2.1k | 309.57 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $651k | +7% | 14k | 45.47 |
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| Keysight Technologies (KEYS) | 0.1 | $585k | 2.1k | 282.37 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $526k | 3.7k | 142.20 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $513k | 13k | 38.86 |
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| Willis Towers Watson SHS (WTW) | 0.1 | $511k | 1.8k | 290.70 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $505k | +161% | 4.8k | 106.16 |
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| Meta Platforms Cl A (META) | 0.1 | $505k | -12% | 882.00 | 572.13 |
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| Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY) | 0.1 | $486k | 4.7k | 102.44 |
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| 3M Company (MMM) | 0.1 | $470k | +2% | 3.2k | 145.23 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $470k | 4.1k | 113.98 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $468k | 2.2k | 217.28 |
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| Costco Wholesale Corporation (COST) | 0.1 | $465k | +6% | 467.00 | 996.43 |
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| Coca-Cola Company (KO) | 0.1 | $450k | +107% | 5.9k | 76.05 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $447k | -6% | 4.7k | 94.96 |
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| Merck & Co (MRK) | 0.1 | $440k | +51% | 3.7k | 120.29 |
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| Blackrock Etf Trust Ii Ishares Short-te (CALI) | 0.1 | $439k | 8.7k | 50.43 |
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| Home Depot (HD) | 0.1 | $430k | +153% | 1.3k | 328.89 |
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| Tesla Motors (TSLA) | 0.1 | $420k | +4% | 1.1k | 371.75 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $416k | 1.3k | 320.85 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $400k | -5% | 1.0k | 383.44 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $397k | 4.2k | 94.24 |
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| Intuit (INTU) | 0.1 | $397k | -4% | 917.00 | 432.38 |
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| Eli Lilly & Co. (LLY) | 0.1 | $380k | 413.00 | 919.77 |
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| Carrier Global Corporation (CARR) | 0.1 | $379k | 6.7k | 56.31 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $369k | 4.0k | 92.69 |
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| Johnson & Johnson (JNJ) | 0.1 | $368k | +2% | 1.5k | 244.44 |
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| Visa Com Cl A (V) | 0.1 | $344k | 1.1k | 302.24 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $340k | 2.6k | 132.90 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $326k | 3.9k | 83.56 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $318k | 4.7k | 68.14 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $304k | 6.1k | 49.89 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $303k | 2.6k | 118.63 |
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| Netflix (NFLX) | 0.0 | $303k | +15% | 3.1k | 96.15 |
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| Caterpillar (CAT) | 0.0 | $291k | 411.00 | 708.46 |
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| Illinois Tool Works (ITW) | 0.0 | $289k | +4% | 1.1k | 260.29 |
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| Gitlab Class A Com (GTLB) | 0.0 | $283k | +28328% | 13k | 21.64 |
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| Anthem (ELV) | 0.0 | $275k | 938.00 | 292.66 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $265k | -32% | 4.9k | 54.05 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $263k | 2.3k | 112.09 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $263k | 3.4k | 77.08 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $263k | +32% | 8.6k | 30.50 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $252k | 505.00 | 499.66 |
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| Abbott Laboratories (ABT) | 0.0 | $224k | -2% | 2.2k | 102.67 |
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| Wells Fargo & Company (WFC) | 0.0 | $220k | 2.8k | 79.61 |
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| Goldman Sachs (GS) | 0.0 | $217k | -6% | 257.00 | 845.99 |
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| Ge Aerospace Com New (GE) | 0.0 | $216k | 761.00 | 283.77 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $213k | 488.00 | 436.84 |
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| Targa Res Corp (TRGP) | 0.0 | $209k | 835.00 | 250.73 |
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| Stryker Corporation (SYK) | 0.0 | $205k | +2% | 624.00 | 328.59 |
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| S&p Global (SPGI) | 0.0 | $203k | -6% | 477.00 | 425.34 |
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| W.W. Grainger (GWW) | 0.0 | $199k | 182.00 | 1090.81 |
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| Applied Materials (AMAT) | 0.0 | $198k | 580.00 | 341.79 |
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| Wal-Mart Stores (WMT) | 0.0 | $197k | +23% | 1.6k | 124.28 |
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| Ge Vernova (GEV) | 0.0 | $193k | +5% | 221.00 | 872.90 |
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| Tractor Supply Company (TSCO) | 0.0 | $192k | 4.2k | 45.30 |
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| Advanced Micro Devices (AMD) | 0.0 | $189k | 927.00 | 203.43 |
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| International Business Machines (IBM) | 0.0 | $182k | +39% | 749.00 | 242.39 |
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| Emerson Electric (EMR) | 0.0 | $180k | -7% | 1.4k | 131.02 |
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| Johnson Controls Internation SHS (JCI) | 0.0 | $178k | -2% | 1.4k | 130.95 |
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| Qualcomm (QCOM) | 0.0 | $178k | 1.4k | 128.78 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $175k | +9% | 1.2k | 146.28 |
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| Starbucks Corporation (SBUX) | 0.0 | $166k | 1.8k | 89.59 |
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| Expeditors International of Washington (EXPD) | 0.0 | $165k | 1.2k | 143.23 |
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| Micron Technology (MU) | 0.0 | $164k | 484.00 | 337.84 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $163k | +7% | 5.6k | 29.13 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $161k | -8% | 1.7k | 93.99 |
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| Verizon Communications (VZ) | 0.0 | $160k | +14% | 3.2k | 50.20 |
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| Cisco Systems (CSCO) | 0.0 | $156k | -24% | 2.0k | 77.59 |
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| Citigroup Com New (C) | 0.0 | $155k | 1.4k | 113.41 |
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| Equinix (EQIX) | 0.0 | $152k | +24% | 155.00 | 981.27 |
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| Oneok (OKE) | 0.0 | $152k | +730% | 1.7k | 90.39 |
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| Analog Devices (ADI) | 0.0 | $151k | 475.00 | 318.14 |
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| Cummins (CMI) | 0.0 | $148k | 275.00 | 538.02 |
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| Corning Incorporated (GLW) | 0.0 | $137k | 1.0k | 135.97 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $136k | 637.00 | 213.66 |
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| Pfizer (PFE) | 0.0 | $135k | +19% | 4.8k | 28.08 |
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| TJX Companies (TJX) | 0.0 | $132k | 828.00 | 159.70 |
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| At&t (T) | 0.0 | $130k | -10% | 4.5k | 28.99 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $129k | +9% | 514.00 | 250.58 |
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| PNC Financial Services (PNC) | 0.0 | $127k | +145% | 610.00 | 208.09 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $126k | -28% | 1.7k | 75.51 |
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| Itt (ITT) | 0.0 | $124k | 649.00 | 190.53 |
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| Blackrock (BLK) | 0.0 | $123k | +13% | 128.00 | 961.71 |
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| Pepsi (PEP) | 0.0 | $123k | +48% | 789.00 | 155.29 |
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| Intel Corporation (INTC) | 0.0 | $123k | +8% | 2.8k | 44.13 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $122k | +23% | 360.00 | 337.95 |
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| American Express Company (AXP) | 0.0 | $121k | -5% | 401.00 | 302.48 |
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| Kla Corp Com New (KLAC) | 0.0 | $119k | 81.00 | 1472.42 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $114k | 265.00 | 430.29 |
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| Morgan Stanley Com New (MS) | 0.0 | $114k | 690.00 | 164.57 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $112k | +4% | 281.00 | 398.00 |
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| Palo Alto Networks (PANW) | 0.0 | $112k | 697.00 | 160.32 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $110k | NEW | 4.8k | 23.22 |
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| Nextera Energy (NEE) | 0.0 | $110k | +60% | 1.2k | 92.86 |
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| McDonald's Corporation (MCD) | 0.0 | $108k | +2% | 346.00 | 310.79 |
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| Chubb (CB) | 0.0 | $107k | 328.00 | 325.93 |
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| Amgen (AMGN) | 0.0 | $106k | -3% | 301.00 | 351.85 |
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| Linde SHS (LIN) | 0.0 | $104k | +2% | 209.00 | 495.76 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $103k | +95% | 78.00 | 1320.83 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $102k | 221.00 | 462.28 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $101k | -15% | 206.00 | 491.53 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $101k | 352.00 | 287.28 |
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| Rockwell Automation (ROK) | 0.0 | $100k | -5% | 279.00 | 358.88 |
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| Sandisk Corp (SNDK) | 0.0 | $100k | +3% | 157.00 | 635.34 |
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| Intercontinental Exchange (ICE) | 0.0 | $99k | +13% | 626.00 | 157.28 |
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| SYSCO Corporation (SYY) | 0.0 | $93k | 1.3k | 71.33 |
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| Altria (MO) | 0.0 | $93k | +9% | 1.4k | 65.99 |
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| Bank of America Corporation (BAC) | 0.0 | $93k | -21% | 1.9k | 48.75 |
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| Eaton Corp SHS (ETN) | 0.0 | $91k | +14% | 254.00 | 357.67 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $90k | -73% | 138.00 | 654.36 |
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| salesforce (CRM) | 0.0 | $90k | -6% | 482.00 | 186.67 |
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| Oracle Corporation (ORCL) | 0.0 | $89k | -47% | 603.00 | 147.11 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $88k | -55% | 1.1k | 77.13 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $86k | -2% | 1.2k | 72.74 |
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| Trane Technologies SHS (TT) | 0.0 | $85k | +12% | 203.00 | 416.74 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $84k | +13% | 139.00 | 604.40 |
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| Gilead Sciences (GILD) | 0.0 | $83k | 595.00 | 139.37 |
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| General Motors Company (GM) | 0.0 | $83k | +20% | 1.1k | 74.50 |
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| Metropcs Communications (TMUS) | 0.0 | $83k | -10% | 394.00 | 210.03 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $82k | -2% | 178.00 | 460.99 |
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| Synopsys (SNPS) | 0.0 | $82k | -4% | 206.00 | 396.48 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $80k | -37% | 1.2k | 67.53 |
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| Kroger (KR) | 0.0 | $79k | +3% | 1.1k | 72.36 |
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| PPG Industries (PPG) | 0.0 | $79k | +2000% | 735.00 | 106.88 |
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| Prologis (PLD) | 0.0 | $77k | -2% | 581.00 | 132.18 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $77k | 158.00 | 484.91 |
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| Constellation Energy (CEG) | 0.0 | $76k | +91% | 272.00 | 279.25 |
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| Cadence Design Systems (CDNS) | 0.0 | $76k | 273.00 | 277.87 |
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| Booking Holdings (BKNG) | 0.0 | $76k | +5% | 18.00 | 4210.33 |
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| Welltower Inc Com reit (WELL) | 0.0 | $76k | 383.00 | 197.71 |
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| Nike CL B (NKE) | 0.0 | $75k | -36% | 1.4k | 52.82 |
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| AFLAC Incorporated (AFL) | 0.0 | $74k | +8% | 672.00 | 109.71 |
|
| Walt Disney Company (DIS) | 0.0 | $73k | -33% | 756.00 | 96.38 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.0 | $73k | 1.7k | 43.37 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $71k | +9% | 574.00 | 122.78 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.0 | $70k | +18% | 2.7k | 26.30 |
|
| ConocoPhillips (COP) | 0.0 | $70k | 528.00 | 132.00 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $70k | -8% | 884.00 | 78.64 |
|
| Deere & Company (DE) | 0.0 | $69k | 122.00 | 563.30 |
|
|
| Yum! Brands (YUM) | 0.0 | $68k | +2% | 440.00 | 155.48 |
|
| Travelers Companies (TRV) | 0.0 | $68k | 234.00 | 291.68 |
|
|
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $67k | 13k | 5.04 |
|
|
| Moody's Corporation (MCO) | 0.0 | $67k | +15% | 153.00 | 436.25 |
|
| UnitedHealth (UNH) | 0.0 | $67k | +14% | 246.00 | 270.59 |
|
| Cme (CME) | 0.0 | $67k | 225.00 | 295.35 |
|
|
| Dbx Etf Tr Xtrackers Us 0-1 (TRSY) | 0.0 | $66k | -16% | 2.2k | 30.16 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $66k | 1.1k | 62.56 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $66k | +6% | 488.00 | 135.23 |
|
| Hca Holdings (HCA) | 0.0 | $66k | +3% | 139.00 | 473.24 |
|
| Loews Corporation (L) | 0.0 | $65k | 608.00 | 106.74 |
|
|
| Philip Morris International (PM) | 0.0 | $65k | 390.00 | 165.34 |
|
|
| Honeywell International (HON) | 0.0 | $64k | 281.00 | 226.03 |
|
|
| Capital One Financial (COF) | 0.0 | $63k | +17% | 344.00 | 182.43 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $62k | -67% | 471.00 | 132.14 |
|
| Marvell Technology (MRVL) | 0.0 | $62k | +12% | 628.00 | 99.05 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $62k | 315.00 | 195.98 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $60k | 637.00 | 93.74 |
|
|
| Xcel Energy (XEL) | 0.0 | $59k | -17% | 746.00 | 79.44 |
|
| Western Digital (WDC) | 0.0 | $59k | 219.00 | 270.49 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $58k | -2% | 42.00 | 1379.00 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $58k | -2% | 129.00 | 446.54 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $57k | -9% | 2.4k | 23.81 |
|
| Cooper Cos (COO) | 0.0 | $56k | 780.00 | 71.50 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $55k | -27% | 436.00 | 126.35 |
|
| Progressive Corporation (PGR) | 0.0 | $55k | 277.00 | 198.24 |
|
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.0 | $55k | +13% | 1.3k | 42.24 |
|
| Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) | 0.0 | $54k | -8% | 2.0k | 26.67 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $54k | +3% | 222.00 | 243.08 |
|
| McKesson Corporation (MCK) | 0.0 | $54k | 62.00 | 865.37 |
|
|
| Uber Technologies (UBER) | 0.0 | $54k | -9% | 745.00 | 71.93 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $53k | 850.00 | 62.68 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $53k | +19% | 322.00 | 164.13 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $52k | 799.00 | 65.30 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $52k | +8% | 285.00 | 182.33 |
|
| MercadoLibre (MELI) | 0.0 | $52k | 30.00 | 1729.03 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $51k | +23% | 47.00 | 1093.36 |
|
| Xylem (XYL) | 0.0 | $51k | 425.00 | 119.50 |
|
|
| Clorox Company (CLX) | 0.0 | $51k | -3% | 488.00 | 103.63 |
|
| Portland Gen Elec Com New (POR) | 0.0 | $50k | +3% | 939.00 | 52.77 |
|
| Servicenow (NOW) | 0.0 | $48k | -5% | 461.00 | 104.55 |
|
Past Filings by Bell Investment Advisors
SEC 13F filings are viewable for Bell Investment Advisors going back to 2021
- Bell Investment Advisors 2026 Q1 filed April 17, 2026
- Bell Investment Advisors 2025 Q4 filed Feb. 24, 2026
- Bell Investment Advisors 2025 Q3 filed Nov. 21, 2025
- Bell Investment Advisors 2025 Q2 filed Aug. 11, 2025
- Bell Investment Advisors 2025 Q1 filed May 16, 2025
- Bell Investment Advisors 2024 Q4 filed Feb. 7, 2025
- Bell Investment Advisors 2024 Q3 filed Nov. 13, 2024
- Bell Investment Advisors 2024 Q1 filed May 8, 2024
- Bell Investment Advisors 2023 Q4 filed Feb. 14, 2024
- Bell Investment Advisors 2023 Q3 filed Nov. 8, 2023
- Bell Investment Advisors 2023 Q2 filed Aug. 9, 2023
- Bell Investment Advisors 2023 Q1 filed May 10, 2023
- Bell Investment Advisors 2022 Q4 filed Feb. 9, 2023
- Bell Investment Advisors 2022 Q3 filed Nov. 9, 2022
- Bell Investment Advisors 2022 Q2 filed Aug. 12, 2022
- Bell Investment Advisors 2021 Q4 filed Feb. 14, 2022