Bell & Brown Wealth Advisors

Bell & Brown Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Bell & Brown Wealth Advisors

Bell & Brown Wealth Advisors holds 71 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 6.7 $18M 77k 231.84
Apple (AAPL) 5.8 $16M 62k 250.42
Eli Lilly & Co. (LLY) 4.2 $11M 15k 772.08
Alphabet Cap Stk Cl A (GOOGL) 4.2 $11M 60k 189.30
Meta Platforms Cl A (META) 3.9 $10M 18k 585.53
Amazon (AMZN) 3.2 $8.7M 39k 219.46
Goldman Sachs (GS) 3.1 $8.3M 14k 572.65
JPMorgan Chase & Co. (JPM) 3.0 $8.1M 34k 239.72
Exxon Mobil Corporation (XOM) 3.0 $8.0M 74k 107.57
Microsoft Corporation (MSFT) 2.6 $7.1M 17k 421.52
Qualcomm (QCOM) 2.6 $6.9M 45k 153.62
Wells Fargo & Company (WFC) 2.4 $6.5M 93k 70.24
Boeing Company (BA) 2.4 $6.4M 36k 177.00
Costco Wholesale Corporation (COST) 2.3 $6.2M 6.8k 916.31
Paypal Holdings (PYPL) 2.3 $6.1M 72k 85.35
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.3 $6.1M 14k 434.93
Williams-Sonoma (WSM) 2.2 $5.9M 32k 185.18
Walt Disney Company (DIS) 2.2 $5.9M 53k 111.35
FedEx Corporation (FDX) 2.1 $5.6M 20k 281.35
Tesla Motors (TSLA) 2.1 $5.6M 14k 403.84
Valero Energy Corporation (VLO) 1.9 $5.1M 42k 122.59
Wal-Mart Stores (WMT) 1.9 $5.0M 55k 90.35
Oracle Corporation (ORCL) 1.8 $4.9M 30k 166.65
Starbucks Corporation (SBUX) 1.6 $4.3M 48k 91.25
American Express Company (AXP) 1.6 $4.3M 15k 296.79
Merck & Co (MRK) 1.6 $4.3M 43k 99.48
Chevron Corporation (CVX) 1.5 $4.1M 28k 144.85
Home Depot (HD) 1.3 $3.6M 9.3k 389.04
Spdr Gold Tr Gold Shs (GLD) 1.3 $3.5M 15k 242.13
Occidental Petroleum Corporation (OXY) 1.3 $3.5M 70k 49.41
Alibaba Group Hldg Sponsored Ads (BABA) 1.2 $3.3M 39k 84.79
Raytheon Technologies Corp (RTX) 1.2 $3.1M 27k 115.73
McDonald's Corporation (MCD) 1.1 $3.1M 11k 289.89
Discover Financial Services 1.1 $3.0M 18k 173.23
Procter & Gamble Company (PG) 1.1 $2.9M 17k 167.67
Pepsi (PEP) 1.0 $2.8M 18k 152.07
Coca-Cola Company (KO) 1.0 $2.7M 44k 62.26
Amgen (AMGN) 1.0 $2.7M 11k 260.65
Dupont De Nemours (DD) 1.0 $2.7M 35k 76.25
Williams Companies (WMB) 1.0 $2.6M 48k 54.12
Lululemon Athletica (LULU) 0.9 $2.5M 6.4k 382.41
Target Corporation (TGT) 0.9 $2.4M 18k 135.18
Bristol Myers Squibb (BMY) 0.9 $2.3M 41k 56.56
Nike CL B (NKE) 0.8 $2.2M 30k 75.67
Kimberly-Clark Corporation (KMB) 0.8 $2.2M 17k 131.05
Citigroup Com New (C) 0.8 $2.0M 29k 70.39
Corteva (CTVA) 0.6 $1.6M 28k 56.96
Lowe's Companies (LOW) 0.5 $1.3M 5.5k 246.83
Teekay Corporation SHS (TK) 0.5 $1.3M 192k 6.93
Netflix (NFLX) 0.5 $1.3M 1.4k 891.32
NVIDIA Corporation (NVDA) 0.4 $1.2M 8.8k 134.30
Dow (DOW) 0.4 $1.1M 28k 40.13
Uber Technologies (UBER) 0.4 $992k 16k 60.32
Alphabet Cap Stk Cl C (GOOG) 0.3 $808k 4.2k 190.45
Ge Aerospace Com New (GE) 0.3 $676k 4.1k 166.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $670k 1.5k 453.28
Innospec (IOSP) 0.2 $574k 5.2k 110.06
Morgan Stanley Com New (MS) 0.2 $564k 4.5k 125.74
Celanese Corporation (CE) 0.2 $457k 6.6k 69.21
Edison International (EIX) 0.2 $408k 5.1k 79.84
Crowdstrike Hldgs Cl A (CRWD) 0.1 $342k 1.0k 342.16
Ge Vernova (GEV) 0.1 $272k 827.00 328.93
Visa Com Cl A (V) 0.1 $270k 854.00 316.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $264k 515.00 511.81
Northrop Grumman Corporation (NOC) 0.1 $229k 488.00 470.06
RadNet (RDNT) 0.1 $210k 3.0k 69.84
Chord Energy Corporation Com New (CHRD) 0.1 $205k 1.8k 116.92
Sempra Energy (SRE) 0.1 $204k 2.3k 87.73
Verizon Communications (VZ) 0.1 $201k 5.0k 39.99
Rivian Automotive Com Cl A (RIVN) 0.1 $179k 13k 13.30
Immunitybio (IBRX) 0.0 $106k 41k 2.56