Bell Investment Advisors

Latest statistics and disclosures from Bell Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Bell Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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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.

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

SEC 13F filings are viewable for Bell Investment Advisors going back to 2021