Bell Investment Advisors
Latest statistics and disclosures from Bell Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FNDX, GBIL, VMBS, TDTT, TLT, and represent 40.02% of Bell Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: TLT, TDTT, IBTP, VV, VMBS, SPLV, FNDX, FNDF, SPTL, FNDE.
- Started 77 new stock positions in APGE, UUUU, SPCX, HUT, BMNR, Parabilis Medicines, HONA, AGCO, CCL, AHMA.
- Reduced shares in these 10 stocks: MTUM, VGLT, VTV, QUAL, USMV, IBTQ, IEMG, STIP, SCHX, IVLU.
- Sold out of its positions in Air Lease Corp, ARE, OSG, FOLD, AMPL, APPN, ACLX, ACHR, Ascendis Pharma A S, ATMU.
- Bell Investment Advisors was a net seller of stock by $-11M.
- Bell Investment Advisors has $681M in assets under management (AUM), dropping by 6.52%.
- Central Index Key (CIK): 0001890149
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Portfolio Holdings for Bell Investment Advisors
Bell Investment Advisors holds 1820 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Bell Investment Advisors has 1820 total positions. Only the first 250 positions are shown.
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- Download the Bell Investment Advisors June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 10.1 | $69M | 2.2M | 31.10 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 9.4 | $64M | 641k | 100.16 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.4 | $50M | 1.1M | 46.81 |
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| Flexshares Tr Iboxx 3r Targt (TDTT) | 7.2 | $49M | +2% | 2.1M | 23.91 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 6.0 | $41M | +10% | 469k | 86.42 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 5.1 | $35M | 656k | 52.76 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 3.9 | $27M | -11% | 78k | 342.83 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.7 | $26M | -3% | 867k | 29.43 |
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| Vanguard Index Fds Value Etf (VTV) | 2.9 | $19M | -10% | 89k | 217.93 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 2.5 | $17M | 443k | 38.06 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.3 | $16M | -10% | 73k | 219.43 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.3 | $16M | 559k | 27.70 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.8 | $13M | +6% | 168k | 74.90 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.7 | $12M | 365k | 31.71 |
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| Ishares Core Msci Emkt (IEMG) | 1.6 | $11M | -9% | 132k | 82.84 |
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| Apple (AAPL) | 1.5 | $11M | -2% | 36k | 289.36 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 1.4 | $9.4M | -6% | 190k | 49.55 |
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| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 1.3 | $8.8M | +4% | 221k | 39.68 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $8.7M | 59k | 148.31 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.2 | $8.3M | -3% | 230k | 36.13 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 1.2 | $8.2M | +3% | 170k | 48.56 |
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| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.1 | $7.2M | -7% | 79k | 91.26 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.9 | $6.4M | -8% | 185k | 34.49 |
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| Ishares Tr Core 60 Bala Etf (AOR) | 0.8 | $5.3M | -7% | 76k | 69.50 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.7 | $4.7M | 99k | 48.12 |
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| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.7 | $4.7M | 47k | 100.60 |
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| Ishares Tr International Sl (ISCF) | 0.7 | $4.5M | -4% | 104k | 43.29 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $4.4M | 19k | 236.62 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $4.4M | 12k | 353.32 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.6 | $4.3M | -44% | 77k | 55.18 |
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| NVIDIA Corporation (NVDA) | 0.6 | $3.9M | 19k | 200.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.7M | +6% | 10k | 357.38 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.4 | $2.9M | -22% | 69k | 41.82 |
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| Procter & Gamble Company (PG) | 0.4 | $2.8M | 19k | 146.64 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.8M | 4.1k | 686.75 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.4 | $2.7M | 50k | 54.03 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $2.6M | 20k | 132.24 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $2.2M | +65% | 6.5k | 343.91 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $2.1M | -2% | 26k | 82.34 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.3 | $2.1M | +6% | 36k | 57.64 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.3 | $2.0M | -45% | 21k | 96.46 |
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| Microsoft Corporation (MSFT) | 0.3 | $2.0M | 5.5k | 373.01 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $1.9M | -36% | 19k | 102.16 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $1.9M | 2.5k | 746.81 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $1.8M | 12k | 154.29 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.8M | 6.0k | 303.13 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.3 | $1.8M | -4% | 32k | 55.77 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.8M | 24k | 73.41 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $1.7M | -8% | 47k | 36.26 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $1.6M | 18k | 87.71 |
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| Ishares Tr Ibonds Dec 2035 (IBTQ) | 0.2 | $1.5M | -44% | 58k | 25.08 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | +3% | 7.3k | 189.73 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $1.4M | -4% | 25k | 55.93 |
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| Amazon (AMZN) | 0.2 | $1.4M | 5.7k | 238.34 |
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| Chevron Corporation (CVX) | 0.2 | $1.3M | 8.0k | 165.76 |
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| Ishares Tr Ibonds Dec 2034 (IBTP) | 0.2 | $1.3M | NEW | 52k | 25.39 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.3M | 18k | 71.25 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $1.2M | +7% | 7.5k | 163.67 |
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| Spdr Series Trust ST STR SP500FF (SPYX) | 0.2 | $1.2M | +2% | 20k | 61.10 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | 8.2k | 136.71 |
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| Spdr Series Trust St Str Msci Gen (SHE) | 0.2 | $1.0M | 6.7k | 154.44 |
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| Abbvie (ABBV) | 0.1 | $946k | +5% | 3.8k | 251.62 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $896k | 8.7k | 102.81 |
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| Spdr Series Trust St Str Backe Etf (SPMB) | 0.1 | $893k | 40k | 22.31 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $874k | 1.2k | 736.60 |
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| Broadcom (AVGO) | 0.1 | $785k | -2% | 2.1k | 377.83 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $749k | 1.00 | 748850.00 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $735k | 2.2k | 327.33 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $728k | 3.6k | 199.80 |
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| Keysight Technologies (KEYS) | 0.1 | $726k | 2.1k | 350.07 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $665k | -2% | 1.0k | 655.96 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $652k | -16% | 12k | 54.69 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.1 | $647k | -39% | 12k | 53.33 |
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| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.1 | $639k | +815% | 24k | 26.23 |
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| Micron Technology (MU) | 0.1 | $590k | +5% | 511.00 | 1154.29 |
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| Advanced Micro Devices (AMD) | 0.1 | $586k | +8% | 1.0k | 580.91 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.1 | $585k | 13k | 44.36 |
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| Merck & Co (MRK) | 0.1 | $578k | +23% | 4.5k | 128.50 |
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| 3M Company (MMM) | 0.1 | $547k | +4% | 3.4k | 161.91 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $542k | +21% | 5.7k | 94.52 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $540k | 4.1k | 132.83 |
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| Eli Lilly & Co. (LLY) | 0.1 | $540k | +8% | 450.00 | 1199.43 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $527k | 2.2k | 242.99 |
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| Costco Wholesale Corporation (COST) | 0.1 | $504k | +15% | 539.00 | 935.47 |
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| Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY) | 0.1 | $497k | 4.8k | 104.00 |
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| Carrier Global Corporation (CARR) | 0.1 | $495k | 6.8k | 73.35 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $494k | -3% | 4.6k | 107.63 |
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| Visa Com Cl A (V) | 0.1 | $480k | +22% | 1.4k | 343.09 |
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| Tesla Motors (TSLA) | 0.1 | $477k | 1.1k | 420.60 |
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| Meta Platforms Cl A (META) | 0.1 | $477k | -4% | 846.00 | 563.29 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $477k | 1.3k | 369.99 |
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| Coca-Cola Company (KO) | 0.1 | $471k | 5.8k | 81.27 |
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| Willis Towers Watson SHS (WTW) | 0.1 | $456k | 1.7k | 261.37 |
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| Blackrock Etf Trust Ii Isha Sh Term Etf (CALI) | 0.1 | $443k | 8.8k | 50.54 |
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| Caterpillar (CAT) | 0.1 | $442k | 415.00 | 1064.90 |
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| Applied Materials (AMAT) | 0.1 | $420k | 581.00 | 723.00 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $419k | 4.3k | 98.19 |
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| Intel Corporation (INTC) | 0.1 | $404k | +4% | 2.9k | 139.63 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $380k | 2.4k | 161.55 |
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| Johnson & Johnson (JNJ) | 0.1 | $373k | -2% | 1.5k | 253.97 |
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| Anthem (ELV) | 0.1 | $372k | +2% | 962.00 | 386.61 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $368k | -55% | 15k | 24.66 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $365k | -25% | 1.9k | 190.52 |
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| Sandisk Corp (SNDK) | 0.1 | $355k | 156.00 | 2273.73 |
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| Gitlab Class A Com (GTLB) | 0.1 | $353k | -11% | 12k | 30.53 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $350k | 3.9k | 89.01 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $349k | -5% | 2.4k | 144.61 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $317k | 4.0k | 79.42 |
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| Ge Aerospace Com New (GE) | 0.0 | $310k | +9% | 830.00 | 373.73 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $302k | 6.0k | 50.58 |
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| Illinois Tool Works (ITW) | 0.0 | $286k | -4% | 1.1k | 270.47 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $283k | -3% | 4.7k | 59.68 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $282k | +2% | 651.00 | 433.33 |
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| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.0 | $280k | -67% | 12k | 23.77 |
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| Cisco Systems (CSCO) | 0.0 | $278k | +17% | 2.4k | 117.46 |
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| Wells Fargo & Company (WFC) | 0.0 | $265k | +16% | 3.2k | 82.64 |
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| Goldman Sachs (GS) | 0.0 | $264k | 261.00 | 1011.37 |
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| Ge Vernova (GEV) | 0.0 | $262k | 223.00 | 1174.86 |
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| Corning Incorporated (GLW) | 0.0 | $258k | 1.0k | 255.43 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $254k | 495.00 | 513.60 |
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| Palo Alto Networks (PANW) | 0.0 | $252k | +6% | 740.00 | 341.02 |
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| Qualcomm (QCOM) | 0.0 | $252k | 1.4k | 184.79 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $252k | +499% | 2.9k | 86.14 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $249k | 4.7k | 53.47 |
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| W.W. Grainger (GWW) | 0.0 | $248k | 182.00 | 1360.40 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $247k | -17% | 7.1k | 34.81 |
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| Intuit (INTU) | 0.0 | $246k | +2% | 942.00 | 261.00 |
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| Kla Corp Com New (KLAC) | 0.0 | $242k | +890% | 802.00 | 301.71 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $235k | -3% | 3.3k | 71.60 |
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| Targa Res Corp (TRGP) | 0.0 | $226k | 844.00 | 268.14 |
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| International Business Machines (IBM) | 0.0 | $217k | +3% | 773.00 | 281.21 |
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| Abbott Laboratories (ABT) | 0.0 | $209k | +5% | 2.3k | 90.74 |
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| Citigroup Com New (C) | 0.0 | $207k | +8% | 1.5k | 139.96 |
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| Johnson Controls Internation SHS (JCI) | 0.0 | $199k | 1.4k | 146.11 |
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| Emerson Electric (EMR) | 0.0 | $197k | 1.4k | 143.15 |
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| Netflix (NFLX) | 0.0 | $196k | -12% | 2.7k | 71.40 |
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| Cummins (CMI) | 0.0 | $196k | 275.00 | 713.21 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $196k | +13% | 410.00 | 477.57 |
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| Stryker Corporation (SYK) | 0.0 | $195k | 618.00 | 314.84 |
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| Marvell Technology (MRVL) | 0.0 | $190k | 639.00 | 297.89 |
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| Analog Devices (ADI) | 0.0 | $190k | 479.00 | 397.17 |
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| Expeditors International of Washington (EXPD) | 0.0 | $188k | 1.2k | 162.98 |
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| Starbucks Corporation (SBUX) | 0.0 | $187k | 1.8k | 102.19 |
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| S&p Global (SPGI) | 0.0 | $181k | -6% | 445.00 | 407.26 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $173k | 516.00 | 334.82 |
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| Equinix (EQIX) | 0.0 | $162k | 155.00 | 1044.72 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $159k | +2% | 80.00 | 1989.45 |
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| American Express Company (AXP) | 0.0 | $152k | +11% | 449.00 | 338.25 |
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| PNC Financial Services (PNC) | 0.0 | $150k | 610.00 | 246.22 |
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| Wal-Mart Stores (WMT) | 0.0 | $150k | -16% | 1.3k | 113.26 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $147k | -6% | 1.6k | 92.28 |
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| Morgan Stanley Com New (MS) | 0.0 | $147k | 702.00 | 209.04 |
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| UnitedHealth (UNH) | 0.0 | $146k | +42% | 351.00 | 415.63 |
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| Oneok (OKE) | 0.0 | $146k | 1.7k | 86.94 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $145k | 281.00 | 515.23 |
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| Western Digital (WDC) | 0.0 | $144k | +2% | 225.00 | 638.72 |
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| Dell Technologies CL C (DELL) | 0.0 | $140k | 324.00 | 431.46 |
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| Rockwell Automation (ROK) | 0.0 | $139k | 280.00 | 495.08 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $137k | -7% | 1.5k | 89.12 |
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| Home Depot (HD) | 0.0 | $136k | -70% | 386.00 | 352.68 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $135k | -3% | 1.2k | 116.67 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $129k | -31% | 3.8k | 33.84 |
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| Itt (ITT) | 0.0 | $129k | 652.00 | 197.76 |
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| Tractor Supply Company (TSCO) | 0.0 | $126k | -6% | 4.0k | 31.61 |
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| Bank of America Corporation (BAC) | 0.0 | $122k | +12% | 2.1k | 56.98 |
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| Blackrock (BLK) | 0.0 | $120k | -2% | 125.00 | 961.56 |
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| Amgen (AMGN) | 0.0 | $116k | +5% | 319.00 | 362.12 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $115k | 221.00 | 521.36 |
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| Verizon Communications (VZ) | 0.0 | $115k | -14% | 2.7k | 42.34 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $113k | +299% | 1.4k | 80.58 |
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| TJX Companies (TJX) | 0.0 | $113k | -9% | 746.00 | 151.50 |
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| At&t (T) | 0.0 | $112k | +20% | 5.4k | 20.70 |
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| Chubb (CB) | 0.0 | $112k | 328.00 | 340.74 |
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| Pfizer (PFE) | 0.0 | $112k | -3% | 4.6k | 24.08 |
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| Linde SHS (LIN) | 0.0 | $110k | 211.00 | 518.94 |
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| SYSCO Corporation (SYY) | 0.0 | $109k | 1.3k | 83.58 |
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| Eaton Corp SHS (ETN) | 0.0 | $109k | 256.00 | 426.12 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $109k | 2.4k | 45.11 |
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| Oracle Corporation (ORCL) | 0.0 | $108k | +22% | 736.00 | 146.55 |
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| Dbx Etf Tr Xtrackers Msci E (EMCS) | 0.0 | $107k | +183% | 2.3k | 46.91 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $107k | +3% | 111.00 | 965.00 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $104k | +5% | 2.3k | 45.12 |
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| Nextera Energy (NEE) | 0.0 | $104k | 1.2k | 87.75 |
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| Cadence Design Systems (CDNS) | 0.0 | $103k | 273.00 | 375.32 |
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| Altria (MO) | 0.0 | $101k | 1.4k | 71.95 |
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| Trane Technologies SHS (TT) | 0.0 | $101k | 205.00 | 491.16 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $100k | -2% | 200.00 | 501.36 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $99k | 1.2k | 83.31 |
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| Arista Networks Com Shs (ANET) | 0.0 | $98k | 578.00 | 169.88 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $98k | 265.00 | 368.38 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $96k | 1.1k | 85.51 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $96k | -7% | 128.00 | 746.45 |
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| Ameriprise Financial (AMP) | 0.0 | $95k | +128% | 208.00 | 458.76 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $95k | +45% | 318.00 | 298.07 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $92k | 1.2k | 77.09 |
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| PPG Industries (PPG) | 0.0 | $90k | 739.00 | 121.29 |
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| Fortinet (FTNT) | 0.0 | $87k | +111% | 568.00 | 153.62 |
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| General Mills (GIS) | 0.0 | $86k | +103% | 2.5k | 34.80 |
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| General Motors Company (GM) | 0.0 | $86k | 1.1k | 77.08 |
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| Booking Holdings (BKNG) | 0.0 | $86k | +2577% | 482.00 | 178.24 |
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| Pepsi (PEP) | 0.0 | $85k | -20% | 625.00 | 135.40 |
|
| Synopsys (SNPS) | 0.0 | $84k | -8% | 188.00 | 446.07 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $84k | -3% | 368.00 | 226.97 |
|
| Comfort Systems USA (FIX) | 0.0 | $83k | 42.00 | 1981.95 |
|
|
| ConocoPhillips (COP) | 0.0 | $82k | +49% | 788.00 | 103.96 |
|
| AFLAC Incorporated (AFL) | 0.0 | $80k | 682.00 | 117.25 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $79k | +3% | 450.00 | 176.32 |
|
| Prologis (PLD) | 0.0 | $79k | 584.00 | 135.47 |
|
|
| Walt Disney Company (DIS) | 0.0 | $78k | +7% | 811.00 | 96.25 |
|
| Travelers Companies (TRV) | 0.0 | $77k | 234.00 | 330.12 |
|
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.0 | $75k | 1.7k | 44.98 |
|
|
| Deere & Company (DE) | 0.0 | $75k | -3% | 118.00 | 634.33 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $75k | +16% | 150.00 | 496.73 |
|
| McDonald's Corporation (MCD) | 0.0 | $74k | -21% | 273.00 | 270.31 |
|
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $74k | 13k | 5.55 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $72k | 468.00 | 154.39 |
|
|
| Icici Bank Adr (IBN) | 0.0 | $71k | +35% | 2.5k | 29.03 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $71k | -6% | 793.00 | 89.85 |
|
| Capital One Financial (COF) | 0.0 | $71k | +2% | 353.00 | 200.62 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $71k | -2% | 154.00 | 459.14 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $70k | +206% | 1.3k | 54.38 |
|
| Loews Corporation (L) | 0.0 | $69k | 613.00 | 113.21 |
|
|
| Medtronic SHS (MDT) | 0.0 | $69k | +95% | 883.00 | 78.20 |
|
| TTM Technologies (TTMI) | 0.0 | $69k | 366.00 | 187.02 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $68k | -3% | 172.00 | 397.68 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $68k | 637.00 | 106.31 |
|
|
| Allstate Corporation (ALL) | 0.0 | $68k | +23% | 284.00 | 237.94 |
|
| Kroger (KR) | 0.0 | $67k | +11% | 1.2k | 55.53 |
|
| Intercontinental Exchange (ICE) | 0.0 | $67k | -12% | 545.00 | 123.11 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $67k | -5% | 131.00 | 509.47 |
|
| Dbx Etf Tr Xtrac Us 0 1 Etf (TRSY) | 0.0 | $67k | 2.2k | 30.18 |
|
|
| Gilead Sciences (GILD) | 0.0 | $66k | -11% | 525.00 | 126.34 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $66k | 310.00 | 211.95 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $66k | 1.1k | 62.20 |
|
|
| Yum! Brands (YUM) | 0.0 | $65k | -7% | 409.00 | 159.86 |
|
| Teradyne (TER) | 0.0 | $64k | 132.00 | 483.84 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $64k | 389.00 | 163.58 |
|
|
| Copa Holdings Sa Cl A (CPA) | 0.0 | $64k | 409.00 | 155.57 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $64k | -2% | 46.00 | 1382.37 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $63k | +3% | 629.00 | 100.28 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.0 | $63k | +24% | 595.00 | 104.96 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $62k | 799.00 | 77.15 |
|
|
| Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) | 0.0 | $61k | 2.0k | 30.14 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $61k | -8% | 262.00 | 233.10 |
|
| Moody's Corporation (MCO) | 0.0 | $61k | -12% | 134.00 | 452.93 |
|
| Monster Beverage Corp (MNST) | 0.0 | $61k | 631.00 | 96.12 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $61k | -8% | 361.00 | 167.73 |
|
| Xcel Energy (XEL) | 0.0 | $60k | 752.00 | 80.30 |
|
|
| Constellation Energy (CEG) | 0.0 | $60k | -11% | 240.00 | 248.37 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $59k | 121.00 | 490.56 |
|
Past Filings by Bell Investment Advisors
SEC 13F filings are viewable for Bell Investment Advisors going back to 2021
- Bell Investment Advisors 2026 Q2 filed Aug. 7, 2026
- 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