Bell Investment Advisors
Latest statistics and disclosures from Bell Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TDTT, SCHO, VMBS, ICSH, AOR, and represent 41.68% of Bell Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHO, SGOV, FNDX, FNDF, FNDA, GOOG, SCHX, VMBS, GOOGL, QUAL.
- Started 193 new stock positions in XPER, VAC, VGR, HLIT, NTST, GSK, ASAN, NWL, IRBT, INT.
- Reduced shares in these 10 stocks: SPSB, AOR, SPY, SCHR, IVLU, SCHC, QQQ, IQLT, VEA, TDTT.
- Sold out of its positions in ABM, ACAD, ALEX, AYX, American Campus Communities, AMPH, AU, Annaly Capital Management, Archaea Energy, ARBK.
- Bell Investment Advisors was a net buyer of stock by $17M.
- Bell Investment Advisors has $322M in assets under management (AUM), dropping by -1.21%.
- Central Index Key (CIK): 0001890149
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Portfolio Holdings for Bell Investment Advisors
Bell Investment Advisors holds 1892 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Bell Investment Advisors has 1892 total positions. Only the first 250 positions are shown.
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- Download the Bell Investment Advisors September 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Flexshares Tr Iboxx 3r Targt (TDTT) | 11.3 | $36M | 1.6M | 23.38 | ||
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 9.7 | $31M | +18% | 646k | 48.26 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.7 | $25M | +4% | 546k | 45.09 | |
| Ishares Tr Blackrock Ultra (ICSH) | 6.9 | $22M | +2% | 442k | 50.01 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 6.2 | $20M | -9% | 444k | 44.78 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 5.0 | $16M | 123k | 131.17 | ||
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 4.2 | $13M | +28% | 281k | 47.76 | |
| Vanguard Index Fds Value Etf (VTV) | 4.1 | $13M | 107k | 123.48 | ||
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 3.5 | $11M | 197k | 57.83 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.3 | $11M | +11% | 253k | 42.35 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 3.2 | $10M | +5% | 118k | 87.19 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.8 | $9.0M | +9% | 86k | 103.94 | |
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 2.4 | $7.7M | +28% | 308k | 25.15 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.9 | $6.1M | +13% | 218k | 28.13 | |
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| Ishares Tr Msci Intl Qualty (IQLT) | 1.8 | $5.9M | -3% | 211k | 27.78 | |
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 1.8 | $5.7M | +32% | 133k | 42.52 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.5 | $4.8M | +10% | 73k | 66.44 | |
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 1.4 | $4.6M | +17% | 187k | 24.65 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.3 | $4.3M | +18% | 113k | 37.80 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 1.3 | $4.2M | -4% | 150k | 27.75 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.2 | $3.7M | +429% | 37k | 100.26 | |
| Ishares Core Msci Emkt (IEMG) | 1.1 | $3.4M | +3% | 79k | 42.98 | |
| Apple (AAPL) | 1.0 | $3.3M | +2% | 24k | 138.19 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $3.0M | -2% | 22k | 135.16 | |
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.6 | $2.1M | +26% | 88k | 23.44 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.6 | $1.8M | +18% | 82k | 22.39 | |
| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.6 | $1.8M | +39% | 66k | 27.18 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.8M | 5.4k | 328.23 | ||
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.5 | $1.5M | -19% | 77k | 19.75 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.5 | $1.5M | 11k | 138.75 | ||
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $1.4M | -4% | 21k | 66.10 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $1.4M | +2% | 14k | 102.64 | |
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.4 | $1.4M | -7% | 64k | 21.45 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.3M | +2005% | 13k | 96.13 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.3 | $1.1M | -38% | 22k | 49.14 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $1.0M | +6% | 17k | 62.89 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $987k | +26% | 5.8k | 170.91 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $832k | -16% | 23k | 36.36 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $827k | -6% | 19k | 43.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $816k | +1851% | 8.5k | 95.70 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $744k | +11% | 24k | 30.69 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $702k | +248% | 7.6k | 92.78 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $602k | 3.7k | 163.63 | ||
| Tesla Motors (TSLA) | 0.2 | $536k | +214% | 2.0k | 265.22 | |
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.2 | $522k | +10% | 6.0k | 87.13 | |
| Microsoft Corporation (MSFT) | 0.2 | $519k | +10% | 2.2k | 232.84 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $505k | +2% | 4.2k | 121.60 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $480k | -30% | 1.8k | 267.41 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $392k | 4.9k | 79.51 | ||
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $386k | +45% | 6.9k | 56.09 | |
| Spdr Ser Tr Ssga Gnder Etf (SHE) | 0.1 | $382k | +11% | 5.2k | 72.86 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $352k | +92% | 3.4k | 102.71 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $351k | 16k | 22.25 | ||
| Keysight Technologies (KEYS) | 0.1 | $326k | 2.1k | 157.34 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $309k | -73% | 866.00 | 356.81 | |
| Chevron Corporation (CVX) | 0.1 | $307k | +2% | 2.1k | 143.86 | |
| Procter & Gamble Company (PG) | 0.1 | $271k | +3% | 2.1k | 126.16 | |
| Amazon (AMZN) | 0.1 | $270k | +58% | 2.4k | 113.16 | |
| Meta Platforms Cl A (META) | 0.1 | $247k | +6% | 1.8k | 135.71 | |
| UnitedHealth (UNH) | 0.1 | $243k | +16% | 481.00 | 505.20 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $235k | 1.6k | 143.64 | ||
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $233k | 3.1k | 75.99 | ||
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $220k | -7% | 7.9k | 27.70 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $216k | 2.6k | 81.85 | ||
| Coca-Cola Company (KO) | 0.1 | $210k | +7% | 3.7k | 56.15 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $189k | +14% | 372.00 | 508.06 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $167k | 8.9k | 18.69 | ||
| Ishares Tr Msci Intl Moment (IMTM) | 0.1 | $165k | -2% | 6.1k | 26.92 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $161k | -8% | 3.1k | 51.95 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $149k | 804.00 | 185.32 | ||
| Merck & Co (MRK) | 0.0 | $146k | +2% | 1.7k | 86.24 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $135k | 1.1k | 126.88 | ||
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $128k | +5% | 880.00 | 145.45 | |
| Visa Com Cl A (V) | 0.0 | $122k | -16% | 686.00 | 177.84 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $119k | +16% | 420.00 | 283.33 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $113k | -16% | 316.00 | 357.59 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $109k | 577.00 | 188.91 | ||
| Viewray (VRAY) | 0.0 | $109k | 30k | 3.63 | ||
| Clorox Company (CLX) | 0.0 | $108k | -27% | 844.00 | 127.96 | |
| Expeditors International of Washington (EXPD) | 0.0 | $107k | 1.2k | 88.28 | ||
| Johnson & Johnson (JNJ) | 0.0 | $104k | 639.00 | 162.75 | ||
| Philip Morris International (PM) | 0.0 | $104k | +329% | 1.3k | 82.93 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $96k | +14% | 1.1k | 87.59 | |
| Abbvie (ABBV) | 0.0 | $91k | +13% | 677.00 | 134.42 | |
| Pfizer (PFE) | 0.0 | $87k | +11% | 2.0k | 43.54 | |
| S&p Global (SPGI) | 0.0 | $86k | +17% | 282.00 | 304.96 | |
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $85k | 13k | 6.41 | ||
| Kroger (KR) | 0.0 | $83k | 1.9k | 43.78 | ||
| NVIDIA Corporation (NVDA) | 0.0 | $83k | -31% | 685.00 | 121.17 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $83k | -20% | 797.00 | 104.14 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $82k | 381.00 | 215.22 | ||
| Abbott Laboratories (ABT) | 0.0 | $78k | +22% | 803.00 | 97.14 | |
| Valaris Cl A (VAL) | 0.0 | $77k | +745% | 1.6k | 49.20 | |
| Pepsi (PEP) | 0.0 | $75k | +7% | 457.00 | 164.11 | |
| Cisco Systems (CSCO) | 0.0 | $74k | +20% | 1.8k | 40.09 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $74k | +43% | 289.00 | 256.06 | |
| Intuit (INTU) | 0.0 | $72k | +22% | 185.00 | 389.19 | |
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.0 | $71k | -27% | 2.8k | 25.59 | |
| McDonald's Corporation (MCD) | 0.0 | $71k | +46% | 307.00 | 231.27 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $69k | +11% | 966.00 | 71.43 | |
| Medtronic SHS (MDT) | 0.0 | $69k | +47% | 856.00 | 80.61 | |
| Netflix (NFLX) | 0.0 | $69k | +12% | 292.00 | 236.30 | |
| BlackRock (BLK) | 0.0 | $69k | -29% | 126.00 | 547.62 | |
| Lamb Weston Hldgs (LW) | 0.0 | $68k | 879.00 | 77.36 | ||
| Bank of America Corporation (BAC) | 0.0 | $68k | +133% | 2.2k | 30.28 | |
| Intel Corporation (INTC) | 0.0 | $66k | -4% | 2.6k | 25.63 | |
| Anthem (ELV) | 0.0 | $66k | +10% | 146.00 | 452.05 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $65k | -47% | 1.8k | 36.39 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $65k | +11% | 169.00 | 384.62 | |
| Danaher Corporation (DHR) | 0.0 | $64k | +79% | 246.00 | 260.16 | |
| Oracle Corporation (ORCL) | 0.0 | $64k | +17% | 1.0k | 61.13 | |
| Broadcom (AVGO) | 0.0 | $63k | +2% | 142.00 | 443.66 | |
| Altria (MO) | 0.0 | $63k | +413% | 1.6k | 40.08 | |
| Eli Lilly & Co. (LLY) | 0.0 | $62k | 191.00 | 324.61 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $61k | -29% | 857.00 | 71.18 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $60k | 211.00 | 284.36 | ||
| Analog Devices (ADI) | 0.0 | $60k | +21% | 429.00 | 139.86 | |
| Dbx Etf Tr Xtkr Msci Emrg (EMSG) | 0.0 | $59k | NEW | 2.8k | 21.17 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $58k | -12% | 212.00 | 273.58 | |
| Empire St Rlty Op Unit Ltd Prt 250 (FISK) | 0.0 | $57k | 9.8k | 5.79 | ||
| Goldman Sachs (GS) | 0.0 | $57k | +34% | 193.00 | 295.34 | |
| Costco Wholesale Corporation (COST) | 0.0 | $57k | +22% | 121.00 | 471.07 | |
| Hershey Company (HSY) | 0.0 | $57k | 259.00 | 220.08 | ||
| Colgate-Palmolive Company (CL) | 0.0 | $56k | +6% | 796.00 | 70.35 | |
| Lowe's Companies (LOW) | 0.0 | $55k | +11% | 293.00 | 187.71 | |
| Honeywell International (HON) | 0.0 | $55k | 331.00 | 166.16 | ||
| Morgan Stanley Com New (MS) | 0.0 | $54k | +27% | 681.00 | 79.30 | |
| Walt Disney Company (DIS) | 0.0 | $54k | +86% | 567.00 | 95.24 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $53k | -14% | 1.3k | 39.70 | |
| Advanced Micro Devices (AMD) | 0.0 | $53k | +8% | 831.00 | 63.78 | |
| Zoetis Cl A (ZTS) | 0.0 | $53k | +39% | 359.00 | 147.63 | |
| Amgen (AMGN) | 0.0 | $53k | -22% | 234.00 | 226.50 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $53k | -98% | 1.8k | 29.46 | |
| Synopsys (SNPS) | 0.0 | $52k | 170.00 | 305.88 | ||
| Raytheon Technologies Corp (RTX) | 0.0 | $51k | 627.00 | 81.34 | ||
| Applied Materials (AMAT) | 0.0 | $50k | +54% | 616.00 | 81.17 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $49k | 863.00 | 56.78 | ||
| Cummins (CMI) | 0.0 | $48k | -13% | 236.00 | 203.39 | |
| Travelers Companies (TRV) | 0.0 | $48k | -4% | 311.00 | 154.34 | |
| Paypal Holdings (PYPL) | 0.0 | $47k | -4% | 546.00 | 86.08 | |
| Automatic Data Processing (ADP) | 0.0 | $47k | +33% | 210.00 | 223.81 | |
| salesforce (CRM) | 0.0 | $47k | -23% | 324.00 | 145.06 | |
| Qualcomm (QCOM) | 0.0 | $47k | -8% | 417.00 | 112.71 | |
| CVS Caremark Corporation (CVS) | 0.0 | $46k | +32% | 485.00 | 94.85 | |
| PNC Financial Services (PNC) | 0.0 | $46k | +45% | 306.00 | 150.33 | |
| Cadence Design Systems (CDNS) | 0.0 | $46k | +5% | 284.00 | 161.97 | |
| ConAgra Foods (CAG) | 0.0 | $45k | 1.4k | 32.89 | ||
| Wells Fargo & Company (WFC) | 0.0 | $44k | +139% | 1.1k | 40.07 | |
| Prologis (PLD) | 0.0 | $43k | +28% | 427.00 | 100.70 | |
| ConocoPhillips (COP) | 0.0 | $43k | +6% | 423.00 | 101.65 | |
| Keurig Dr Pepper (KDP) | 0.0 | $43k | -9% | 1.2k | 35.60 | |
| Caterpillar (CAT) | 0.0 | $42k | -8% | 254.00 | 165.35 | |
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.0 | $42k | -2% | 1.1k | 39.70 | |
| Ford Motor Company (F) | 0.0 | $42k | +2% | 3.7k | 11.28 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $41k | 265.00 | 154.72 | ||
| Intercontinental Exchange (ICE) | 0.0 | $41k | -2% | 455.00 | 90.11 | |
| Verizon Communications (VZ) | 0.0 | $41k | +9% | 1.1k | 37.58 | |
| Palo Alto Networks (PANW) | 0.0 | $41k | +211% | 249.00 | 164.66 | |
| Home Depot (HD) | 0.0 | $40k | -59% | 144.00 | 277.78 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $40k | -54% | 256.00 | 156.25 | |
| Starbucks Corporation (SBUX) | 0.0 | $40k | +44% | 478.00 | 83.68 | |
| SYSCO Corporation (SYY) | 0.0 | $40k | +10% | 561.00 | 71.30 | |
| Hp (HPQ) | 0.0 | $40k | -18% | 1.6k | 24.65 | |
| Verisk Analytics (VRSK) | 0.0 | $39k | +3% | 227.00 | 171.81 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $39k | 578.00 | 67.47 | ||
| Gartner (IT) | 0.0 | $38k | -6% | 136.00 | 279.41 | |
| Nextera Energy (NEE) | 0.0 | $38k | +15% | 486.00 | 78.19 | |
| Metropcs Communications (TMUS) | 0.0 | $38k | +33% | 281.00 | 135.23 | |
| United Parcel Service CL B (UPS) | 0.0 | $38k | +12% | 233.00 | 163.09 | |
| Rambus (RMBS) | 0.0 | $38k | -2% | 1.5k | 25.54 | |
| AFLAC Incorporated (AFL) | 0.0 | $37k | -7% | 653.00 | 56.66 | |
| Wal-Mart Stores (WMT) | 0.0 | $37k | +500% | 282.00 | 131.21 | |
| Constellation Brands Cl A (STZ) | 0.0 | $37k | +23% | 162.00 | 228.40 | |
| Crown Castle Intl (CCI) | 0.0 | $37k | +10% | 259.00 | 142.86 | |
| Us Bancorp Del Com New (USB) | 0.0 | $36k | -8% | 896.00 | 40.18 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $36k | +23% | 240.00 | 150.00 | |
| International Business Machines (IBM) | 0.0 | $36k | +19% | 301.00 | 119.60 | |
| At&t (T) | 0.0 | $35k | -19% | 2.3k | 15.18 | |
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $34k | +30% | 769.00 | 44.21 | |
| MetLife (MET) | 0.0 | $34k | +62% | 561.00 | 60.61 | |
| Chubb (CB) | 0.0 | $34k | +22% | 187.00 | 181.82 | |
| Stryker Corporation (SYK) | 0.0 | $34k | -10% | 170.00 | 200.00 | |
| Truist Financial Corp equities (TFC) | 0.0 | $34k | +22% | 780.00 | 43.59 | |
| Linde SHS (LIN) | 0.0 | $33k | +4% | 122.00 | 270.49 | |
| American Express Company (AXP) | 0.0 | $33k | +16% | 246.00 | 134.15 | |
| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.0 | $32k | 1.6k | 19.77 | ||
| Humana (HUM) | 0.0 | $32k | +24% | 66.00 | 484.85 | |
| Equinix (EQIX) | 0.0 | $32k | +12% | 55.00 | 581.82 | |
| Deere & Company (DE) | 0.0 | $31k | +64% | 92.00 | 336.96 | |
| Union Pacific Corporation (UNP) | 0.0 | $30k | -3% | 156.00 | 192.31 | |
| Monster Beverage Corp (MNST) | 0.0 | $30k | +9% | 344.00 | 87.21 | |
| Moody's Corporation (MCO) | 0.0 | $30k | +7% | 122.00 | 245.90 | |
| Principal Financial (PFG) | 0.0 | $30k | 410.00 | 73.17 | ||
| Emerson Electric (EMR) | 0.0 | $30k | +34% | 409.00 | 73.35 | |
| Loews Corporation (L) | 0.0 | $30k | +2% | 603.00 | 49.75 | |
| Regions Financial Corporation (RF) | 0.0 | $30k | -25% | 1.5k | 20.01 | |
| Edwards Lifesciences (EW) | 0.0 | $29k | +13% | 356.00 | 81.46 | |
| Cme (CME) | 0.0 | $29k | +21% | 166.00 | 174.70 | |
| W.W. Grainger (GWW) | 0.0 | $29k | +3% | 60.00 | 483.33 | |
| Kellogg Company (K) | 0.0 | $29k | +5% | 415.00 | 69.88 | |
| Marvell Technology (MRVL) | 0.0 | $29k | +15% | 673.00 | 43.09 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $29k | -12% | 912.00 | 31.80 | |
| Target Corporation (TGT) | 0.0 | $28k | +122% | 191.00 | 146.60 | |
| Fiserv (FISV) | 0.0 | $28k | +43% | 294.00 | 95.24 | |
| Electronic Arts (EA) | 0.0 | $28k | +25% | 244.00 | 114.75 | |
| Booking Holdings (BKNG) | 0.0 | $28k | -5% | 17.00 | 1647.06 | |
| Gilead Sciences (GILD) | 0.0 | $28k | +15% | 452.00 | 61.95 | |
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $28k | 381.00 | 73.49 | ||
| Nike CL B (NKE) | 0.0 | $28k | -23% | 334.00 | 83.83 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $28k | 602.00 | 46.51 | ||
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $28k | 588.00 | 47.62 | ||
| Kraft Heinz (KHC) | 0.0 | $28k | +17% | 831.00 | 33.69 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $27k | -4% | 92.00 | 293.48 | |
| ResMed (RMD) | 0.0 | $27k | +10% | 123.00 | 219.51 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $27k | 18.00 | 1500.00 | ||
| MercadoLibre (MELI) | 0.0 | $27k | +32% | 33.00 | 818.18 | |
| Carrier Global Corporation (CARR) | 0.0 | $27k | +97% | 746.00 | 36.19 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $26k | -45% | 120.00 | 216.67 | |
| American Tower Reit (AMT) | 0.0 | $26k | 121.00 | 214.88 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $26k | 312.00 | 83.33 | ||
| Cigna Corp (CI) | 0.0 | $25k | +15% | 89.00 | 280.90 | |
| Tractor Supply Company (TSCO) | 0.0 | $25k | +9% | 135.00 | 185.19 | |
| Progressive Corporation (PGR) | 0.0 | $25k | +6% | 213.00 | 117.37 | |
| Rockwell Automation (ROK) | 0.0 | $25k | +34% | 118.00 | 211.86 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $25k | +38% | 36.00 | 694.44 | |
| Vmware Cl A Com (VMW) | 0.0 | $25k | -24% | 239.00 | 104.60 | |
| Public Storage (PSA) | 0.0 | $25k | +3% | 85.00 | 294.12 | |
| IDEX Corporation (IEX) | 0.0 | $25k | +4% | 123.00 | 203.25 | |
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $25k | -3% | 258.00 | 96.90 | |
| Realty Income (O) | 0.0 | $25k | +3% | 430.00 | 58.14 | |
| Snowflake Cl A (SNOW) | 0.0 | $24k | +74% | 141.00 | 170.21 | |
| Duke Realty Corp Com New | 0.0 | $24k | +4% | 508.00 | 47.24 | |
| Constellation Energy (CEG) | 0.0 | $24k | +28% | 287.00 | 83.62 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $24k | 236.00 | 101.69 | ||
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $24k | 935.00 | 25.67 | ||
| Dollar General (DG) | 0.0 | $23k | +22% | 94.00 | 244.68 | |
| Aon Shs Cl A (AON) | 0.0 | $23k | +59% | 86.00 | 267.44 | |
| Xylem (XYL) | 0.0 | $23k | +18% | 268.00 | 85.82 | |
| TJX Companies (TJX) | 0.0 | $23k | +56% | 373.00 | 61.66 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $23k | +26% | 164.00 | 140.24 | |
| General Mills (GIS) | 0.0 | $23k | +4% | 296.00 | 77.70 | |
| Servicenow (NOW) | 0.0 | $23k | -4% | 60.00 | 383.33 | |
| L3harris Technologies (LHX) | 0.0 | $23k | +8% | 112.00 | 205.36 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $23k | +53% | 469.00 | 49.04 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $22k | +109% | 212.00 | 103.77 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $22k | +22% | 241.00 | 91.29 | |
| Motorola Solutions Com New (MSI) | 0.0 | $22k | +2% | 97.00 | 226.80 | |
| Eaton Corp SHS (ETN) | 0.0 | $22k | +70% | 165.00 | 133.33 | |
| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $21k | 135.00 | 155.56 | ||
| Boeing Company (BA) | 0.0 | $21k | -20% | 177.00 | 118.64 | |
Past Filings by Bell Investment Advisors
SEC 13F filings are viewable for Bell Investment Advisors going back to 2021
- 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