Bell Investment Advisors
Latest statistics and disclosures from Bell Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GBIL, TDTT, FNDX, VMBS, TLT, and represent 41.18% of Bell Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: GBIL (+$48M), TLT (+$24M), VGLT (+$7.1M), VMBS, CMF, FNDX, PRF, FNDA, AAPL, FNDE.
- Started 123 new stock positions in EFSC, STRL, OPAD, MUSA, ENVA, Wework, BATRK, CIGI, PBA, FTRE.
- Reduced shares in these 10 stocks: SCHO (-$41M), ICSH (-$27M), TDTT (-$8.3M), STIP, SUB, AOR, QUAL, MTUM, SPLV, SGOV.
- Sold out of its positions in ANGI, ABCL, ACAD, Aerojet Rocketdy, ATI, AMRC, AMX, AXL, AngloGold Ashanti, Arconic.
- Bell Investment Advisors was a net buyer of stock by $10M.
- Bell Investment Advisors has $446M in assets under management (AUM), dropping by -0.96%.
- Central Index Key (CIK): 0001890149
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Portfolio Holdings for Bell Investment Advisors
Bell Investment Advisors holds 1923 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Bell Investment Advisors has 1923 total positions. Only the first 250 positions are shown.
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- Download the Bell Investment Advisors September 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 10.8 | $48M | NEW | 481k | 100.11 |
|
| Flexshares Tr Iboxx 3r Targt (TDTT) | 8.6 | $38M | -17% | 1.7M | 23.19 |
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 8.4 | $37M | +6% | 666k | 55.97 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 8.2 | $36M | +9% | 832k | 43.78 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.3 | $24M | NEW | 266k | 88.69 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 3.9 | $17M | 547k | 31.67 |
|
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 3.7 | $16M | +5% | 339k | 48.49 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 3.6 | $16M | -4% | 116k | 139.70 |
|
| Vanguard Index Fds Value Etf (VTV) | 3.3 | $15M | -3% | 108k | 137.93 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.1 | $14M | 275k | 50.60 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.8 | $12M | 131k | 94.33 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.7 | $12M | -6% | 91k | 131.79 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.3 | $10M | -6% | 177k | 58.79 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.8 | $8.0M | 237k | 33.96 |
|
|
| Ishares Tr Grwt Allocat Etf (AOR) | 1.7 | $7.8M | -10% | 157k | 49.41 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.7 | $7.6M | -7% | 226k | 33.61 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.6 | $7.3M | +3% | 103k | 70.76 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.6 | $7.1M | NEW | 127k | 55.51 |
|
| Ishares Core Msci Emkt (IEMG) | 1.3 | $6.0M | -2% | 126k | 47.59 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.3 | $5.9M | +2% | 142k | 41.42 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 1.2 | $5.5M | 171k | 32.25 |
|
|
| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 1.2 | $5.2M | +10% | 163k | 32.14 |
|
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 1.1 | $5.1M | +11% | 194k | 26.22 |
|
| Apple (AAPL) | 1.1 | $5.0M | +19% | 29k | 171.21 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 1.1 | $4.7M | -4% | 180k | 26.10 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $3.3M | 21k | 155.38 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.7 | $3.1M | -18% | 31k | 100.67 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.6 | $2.7M | +1993% | 49k | 54.84 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $2.5M | 35k | 72.38 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.1M | 5.2k | 392.68 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.8M | 14k | 131.85 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.4 | $1.8M | -47% | 19k | 96.92 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $1.7M | -4% | 22k | 75.22 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.4 | $1.6M | -10% | 64k | 25.36 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.4 | $1.6M | +370% | 49k | 31.82 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.6M | 3.7k | 427.49 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $1.5M | 14k | 106.20 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $1.5M | 61k | 23.94 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $1.4M | 28k | 49.85 |
|
|
| Microsoft Corporation (MSFT) | 0.3 | $1.3M | +33% | 4.0k | 315.75 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.3 | $1.2M | -3% | 57k | 20.80 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $1.2M | 23k | 50.44 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.1M | +2% | 8.8k | 130.86 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.1M | 5.7k | 189.08 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $1.0M | 16k | 65.22 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $1.0M | 31k | 33.65 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.0M | +56% | 15k | 69.78 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $967k | 22k | 43.72 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $741k | 3.8k | 195.71 |
|
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.2 | $694k | -8% | 20k | 34.73 |
|
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.1 | $618k | -2% | 7.3k | 85.00 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $611k | 6.5k | 93.91 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $564k | -4% | 8.2k | 69.13 |
|
| Tesla Motors (TSLA) | 0.1 | $548k | 2.2k | 250.22 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $523k | 1.2k | 434.99 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $508k | +12% | 7.1k | 71.97 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $486k | 1.4k | 358.38 |
|
|
| Chevron Corporation (CVX) | 0.1 | $482k | +30% | 2.9k | 168.64 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $469k | 4.2k | 111.82 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $462k | +54% | 3.2k | 145.86 |
|
| Intuit (INTU) | 0.1 | $451k | +407% | 883.00 | 510.94 |
|
| Meta Platforms Cl A (META) | 0.1 | $430k | 1.4k | 300.21 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $426k | NEW | 8.4k | 51.03 |
|
| Anthem (ELV) | 0.1 | $422k | 969.00 | 435.29 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $413k | 16k | 26.20 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $404k | +147% | 3.4k | 117.56 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $401k | +12% | 3.9k | 102.55 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $397k | NEW | 18k | 22.42 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 0.1 | $390k | +3% | 12k | 31.48 |
|
| Carrier Global Corporation (CARR) | 0.1 | $379k | 6.9k | 55.20 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $378k | -2% | 13k | 30.28 |
|
| Amazon (AMZN) | 0.1 | $364k | 2.9k | 127.12 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $352k | NEW | 7.3k | 48.10 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $300k | +76% | 2.1k | 145.02 |
|
| S&p Global (SPGI) | 0.1 | $293k | 801.00 | 365.41 |
|
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $291k | -98% | 5.8k | 50.38 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $285k | 3.5k | 80.31 |
|
|
| Abbvie (ABBV) | 0.1 | $284k | +187% | 1.9k | 149.06 |
|
| Merck & Co (MRK) | 0.1 | $276k | +23% | 2.7k | 102.95 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $275k | 1.7k | 159.45 |
|
|
| Keysight Technologies (KEYS) | 0.1 | $269k | 2.0k | 132.31 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $259k | 2.9k | 90.72 |
|
|
| UnitedHealth (UNH) | 0.1 | $253k | 501.00 | 504.19 |
|
|
| Visa Com Cl A (V) | 0.1 | $240k | 1.0k | 230.01 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $239k | 4.1k | 58.29 |
|
|
| Nike CL B (NKE) | 0.1 | $238k | +547% | 2.5k | 95.62 |
|
| Coca-Cola Company (KO) | 0.1 | $224k | +11% | 4.0k | 55.97 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $210k | 3.4k | 61.89 |
|
|
| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.0 | $205k | -52% | 9.0k | 22.94 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $202k | +5% | 399.00 | 506.32 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $197k | 1.4k | 144.97 |
|
|
| Pfizer (PFE) | 0.0 | $181k | +125% | 5.5k | 33.17 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $180k | -3% | 455.00 | 395.91 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $179k | +30% | 5.2k | 34.71 |
|
| Intel Corporation (INTC) | 0.0 | $172k | +31% | 4.8k | 35.55 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $171k | 4.4k | 39.21 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $171k | +510% | 842.00 | 203.05 |
|
| Abbott Laboratories (ABT) | 0.0 | $165k | +92% | 1.7k | 96.85 |
|
| Wells Fargo & Company (WFC) | 0.0 | $162k | 4.0k | 40.86 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $158k | 294.00 | 537.13 |
|
|
| Stryker Corporation (SYK) | 0.0 | $155k | +275% | 567.00 | 273.27 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $146k | +407% | 4.0k | 36.66 |
|
| Pepsi (PEP) | 0.0 | $140k | +52% | 825.00 | 169.44 |
|
| Emerson Electric (EMR) | 0.0 | $139k | +188% | 1.4k | 96.57 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $135k | -2% | 1.2k | 114.63 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $132k | +3% | 259.00 | 509.90 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $124k | +326% | 3.8k | 32.99 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $122k | +3% | 2.2k | 54.90 |
|
| Home Depot (HD) | 0.0 | $119k | 393.00 | 302.16 |
|
|
| Cisco Systems (CSCO) | 0.0 | $116k | +11% | 2.2k | 53.76 |
|
| Oracle Corporation (ORCL) | 0.0 | $114k | -3% | 1.1k | 105.92 |
|
| Qualcomm (QCOM) | 0.0 | $112k | +100% | 1.0k | 111.06 |
|
| Johnson & Johnson (JNJ) | 0.0 | $112k | -20% | 717.00 | 155.75 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $110k | -10% | 256.00 | 428.81 |
|
| Netflix (NFLX) | 0.0 | $107k | -4% | 284.00 | 377.60 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $107k | -41% | 1.2k | 89.95 |
|
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $106k | 13k | 8.00 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $105k | +290% | 1.6k | 66.05 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $104k | 382.00 | 272.61 |
|
|
| Valaris Cl A (VAL) | 0.0 | $102k | -3% | 1.4k | 74.98 |
|
| Prologis (PLD) | 0.0 | $98k | +3% | 876.00 | 112.21 |
|
| Caterpillar (CAT) | 0.0 | $98k | 357.00 | 273.00 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $96k | 459.00 | 208.38 |
|
|
| Synopsys (SNPS) | 0.0 | $96k | -3% | 208.00 | 458.97 |
|
| Broadcom (AVGO) | 0.0 | $94k | +8% | 113.00 | 830.58 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $94k | +29% | 1.6k | 58.04 |
|
| salesforce (CRM) | 0.0 | $92k | +2% | 452.00 | 202.78 |
|
| Wal-Mart Stores (WMT) | 0.0 | $92k | +4% | 573.00 | 159.95 |
|
| ConocoPhillips (COP) | 0.0 | $91k | +36% | 763.00 | 119.80 |
|
| Kroger (KR) | 0.0 | $90k | 2.0k | 44.75 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $89k | +8% | 868.00 | 102.82 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $89k | NEW | 4.4k | 20.34 |
|
| Kenvue (KVUE) | 0.0 | $87k | NEW | 4.3k | 20.08 |
|
| Rockwell Automation (ROK) | 0.0 | $87k | +136% | 303.00 | 285.87 |
|
| Danaher Corporation (DHR) | 0.0 | $86k | +22% | 348.00 | 248.10 |
|
| Illinois Tool Works (ITW) | 0.0 | $85k | +246% | 367.00 | 230.31 |
|
| Clorox Company (CLX) | 0.0 | $84k | 643.00 | 131.06 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $80k | 1.6k | 49.84 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $79k | -2% | 858.00 | 92.46 |
|
| Amgen (AMGN) | 0.0 | $79k | +21% | 293.00 | 268.76 |
|
| Target Corporation (TGT) | 0.0 | $78k | +3% | 704.00 | 110.59 |
|
| General Electric Com New (GE) | 0.0 | $77k | +76% | 699.00 | 110.55 |
|
| McDonald's Corporation (MCD) | 0.0 | $76k | -14% | 288.00 | 263.44 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $74k | +8% | 182.00 | 408.96 |
|
| Zoetis Cl A (ZTS) | 0.0 | $74k | -6% | 426.00 | 173.98 |
|
| Empire St Rlty Op Unit Ltd Prt 250 (FISK) | 0.0 | $71k | 9.8k | 7.19 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $71k | +324% | 1.7k | 42.65 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $71k | 211.00 | 334.26 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $69k | +134% | 1.3k | 53.21 |
|
| Cadence Design Systems (CDNS) | 0.0 | $69k | -4% | 294.00 | 234.30 |
|
| Applied Materials (AMAT) | 0.0 | $68k | -9% | 494.00 | 138.49 |
|
| Gilead Sciences (GILD) | 0.0 | $68k | +82% | 910.00 | 74.94 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $68k | -8% | 120.00 | 564.97 |
|
| At&t (T) | 0.0 | $67k | +73% | 4.5k | 15.02 |
|
| Honeywell International (HON) | 0.0 | $66k | -30% | 355.00 | 184.74 |
|
| Linde SHS (LIN) | 0.0 | $64k | -12% | 173.00 | 372.35 |
|
| Verisign (VRSN) | 0.0 | $64k | -3% | 315.00 | 202.53 |
|
| Goldman Sachs (GS) | 0.0 | $64k | -11% | 197.00 | 323.57 |
|
| Medtronic SHS (MDT) | 0.0 | $63k | -15% | 809.00 | 78.32 |
|
| Analog Devices (ADI) | 0.0 | $63k | -2% | 361.00 | 175.09 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $63k | +33% | 205.00 | 307.11 |
|
| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.0 | $63k | 2.6k | 23.91 |
|
|
| BlackRock (BLK) | 0.0 | $63k | -4% | 97.00 | 646.49 |
|
| Verizon Communications (VZ) | 0.0 | $63k | +32% | 1.9k | 32.41 |
|
| Altria (MO) | 0.0 | $61k | +162% | 1.4k | 42.05 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $60k | -9% | 1.4k | 44.34 |
|
| Cummins (CMI) | 0.0 | $59k | +3% | 257.00 | 228.46 |
|
| Palo Alto Networks (PANW) | 0.0 | $59k | 250.00 | 234.44 |
|
|
| TJX Companies (TJX) | 0.0 | $57k | -8% | 636.00 | 88.88 |
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.0 | $55k | -24% | 1.9k | 29.54 |
|
| Intercontinental Exchange (ICE) | 0.0 | $54k | -5% | 493.00 | 110.02 |
|
| Walt Disney Company (DIS) | 0.0 | $53k | +117% | 654.00 | 81.08 |
|
| Booking Holdings (BKNG) | 0.0 | $52k | -5% | 17.00 | 3084.00 |
|
| International Business Machines (IBM) | 0.0 | $52k | 368.00 | 140.30 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $51k | +2% | 624.00 | 81.67 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $49k | -95% | 479.00 | 102.91 |
|
| Automatic Data Processing (ADP) | 0.0 | $49k | -6% | 204.00 | 240.58 |
|
| Ford Motor Company (F) | 0.0 | $49k | +2% | 3.9k | 12.42 |
|
| AFLAC Incorporated (AFL) | 0.0 | $49k | 634.00 | 76.75 |
|
|
| Travelers Companies (TRV) | 0.0 | $49k | -2% | 297.00 | 163.29 |
|
| Verisk Analytics (VRSK) | 0.0 | $48k | 201.00 | 236.24 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $47k | +31% | 332.00 | 140.05 |
|
| Equinix (EQIX) | 0.0 | $46k | 63.00 | 727.75 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $45k | 265.00 | 171.45 |
|
|
| Hershey Company (HSY) | 0.0 | $45k | -8% | 227.00 | 200.08 |
|
| Eaton Corp SHS (ETN) | 0.0 | $45k | +6% | 211.00 | 213.28 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $45k | -21% | 281.00 | 159.01 |
|
| Hp (HPQ) | 0.0 | $44k | 1.7k | 25.70 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $44k | -10% | 616.00 | 71.11 |
|
| ConAgra Foods (CAG) | 0.0 | $44k | +5% | 1.6k | 27.42 |
|
| Chubb (CB) | 0.0 | $43k | +39% | 208.00 | 208.18 |
|
| American Intl Group Com New (AIG) | 0.0 | $43k | +20% | 710.00 | 60.60 |
|
| Gartner (IT) | 0.0 | $43k | -5% | 125.00 | 343.62 |
|
| Itt (ITT) | 0.0 | $42k | -2% | 432.00 | 97.91 |
|
| W.W. Grainger (GWW) | 0.0 | $42k | -4% | 61.00 | 691.85 |
|
| Starbucks Corporation (SBUX) | 0.0 | $42k | -12% | 459.00 | 91.27 |
|
| Cme (CME) | 0.0 | $42k | 208.00 | 200.22 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $40k | -88% | 980.00 | 41.04 |
|
| PPG Industries (PPG) | 0.0 | $40k | -3% | 307.00 | 129.80 |
|
| Deere & Company (DE) | 0.0 | $40k | -7% | 105.00 | 377.38 |
|
| Moody's Corporation (MCO) | 0.0 | $40k | -8% | 125.00 | 316.18 |
|
| Roper Industries (ROP) | 0.0 | $39k | -11% | 81.00 | 484.28 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $39k | +2% | 134.00 | 292.29 |
|
| Xylem (XYL) | 0.0 | $38k | -4% | 421.00 | 91.03 |
|
| Bank of America Corporation (BAC) | 0.0 | $38k | +3% | 1.4k | 27.38 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $38k | -14% | 200.00 | 190.30 |
|
| Aon Shs Cl A (AON) | 0.0 | $37k | -9% | 115.00 | 324.23 |
|
| Activision Blizzard (ATVI) | 0.0 | $37k | -3% | 398.00 | 93.63 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $37k | +3% | 107.00 | 347.75 |
|
| Xcel Energy (XEL) | 0.0 | $37k | +238% | 646.00 | 57.22 |
|
| Phillips 66 (PSX) | 0.0 | $37k | +82% | 306.00 | 120.15 |
|
| Lowe's Companies (LOW) | 0.0 | $37k | -4% | 176.00 | 207.84 |
|
| Vmware Cl A Com (VMW) | 0.0 | $36k | -3% | 215.00 | 166.48 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $36k | -11% | 142.00 | 251.33 |
|
| Humana (HUM) | 0.0 | $36k | +19% | 73.00 | 486.52 |
|
| MercadoLibre (MELI) | 0.0 | $36k | -9% | 28.00 | 1267.89 |
|
| American Express Company (AXP) | 0.0 | $35k | -25% | 236.00 | 149.19 |
|
| Loews Corporation (L) | 0.0 | $35k | 551.00 | 63.31 |
|
|
| Boeing Company (BA) | 0.0 | $34k | -9% | 179.00 | 191.68 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $34k | +3% | 1.1k | 31.57 |
|
| Southern Company (SO) | 0.0 | $34k | -3% | 526.00 | 64.72 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $34k | -9% | 83.00 | 409.14 |
|
| Monster Beverage Corp (MNST) | 0.0 | $33k | -6% | 630.00 | 52.95 |
|
| Nextera Energy (NEE) | 0.0 | $33k | -4% | 578.00 | 57.29 |
|
| West Pharmaceutical Services (WST) | 0.0 | $33k | -4% | 88.00 | 375.22 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $33k | +10% | 374.00 | 88.26 |
|
| Philip Morris International (PM) | 0.0 | $33k | +11% | 354.00 | 92.58 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $33k | +11% | 467.00 | 69.82 |
|
| Uber Technologies (UBER) | 0.0 | $33k | +2% | 707.00 | 45.99 |
|
| Servicenow (NOW) | 0.0 | $32k | +31% | 58.00 | 558.97 |
|
| Edwards Lifesciences (EW) | 0.0 | $32k | -12% | 467.00 | 69.28 |
|
| Builders FirstSource (BLDR) | 0.0 | $32k | 258.00 | 124.49 |
|
|
| Principal Financial (PFG) | 0.0 | $32k | +5% | 442.00 | 72.07 |
|
| Dbx Etf Tr Xtkr Msci Emrg (EMSG) | 0.0 | $32k | 1.4k | 22.82 |
|
|
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $31k | 391.00 | 80.26 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $31k | +2% | 38.00 | 822.97 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $31k | 17.00 | 1831.88 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $31k | 146.00 | 211.84 |
|
|
| Copa Holdings Sa Cl A (CPA) | 0.0 | $31k | +5% | 345.00 | 89.12 |
|
| Cigna Corp (CI) | 0.0 | $31k | +12% | 107.00 | 286.07 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $30k | +19% | 919.00 | 33.06 |
|
| Ameriprise Financial (AMP) | 0.0 | $30k | -6% | 92.00 | 329.68 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $30k | -99% | 633.00 | 47.86 |
|
| Kla Corp Com New (KLAC) | 0.0 | $30k | +8% | 66.00 | 458.67 |
|
| United Parcel Service CL B (UPS) | 0.0 | $30k | -3% | 193.00 | 155.87 |
|
| Fiserv (FI) | 0.0 | $30k | +5% | 265.00 | 112.96 |
|
| Copart (CPRT) | 0.0 | $30k | +87% | 694.00 | 43.09 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $29k | -11% | 413.00 | 69.40 |
|
| Citigroup Com New (C) | 0.0 | $28k | -37% | 688.00 | 41.13 |
|
| Electronic Arts (EA) | 0.0 | $28k | +2% | 234.00 | 120.40 |
|
Past Filings by Bell Investment Advisors
SEC 13F filings are viewable for Bell Investment Advisors going back to 2021
- 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