Bell & Brown Wealth Advisors

Bell & Brown Wealth Advisors as of March 31, 2025

Portfolio Holdings for Bell & Brown Wealth Advisors

Bell & Brown Wealth Advisors holds 69 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.4 $14M 62k 222.13
Broadcom (AVGO) 4.5 $12M 69k 167.43
Eli Lilly & Co. (LLY) 4.4 $11M 14k 825.99
Meta Platforms Cl A (META) 3.9 $10M 17k 576.37
Alphabet Cap Stk Cl A (GOOGL) 3.5 $9.1M 59k 154.64
Exxon Mobil Corporation (XOM) 3.5 $8.9M 75k 118.93
JPMorgan Chase & Co. (JPM) 3.2 $8.3M 34k 245.31
Goldman Sachs (GS) 3.1 $7.9M 14k 546.34
Amazon (AMZN) 2.9 $7.4M 39k 190.26
Qualcomm (QCOM) 2.7 $7.0M 46k 153.61
Wells Fargo & Company (WFC) 2.6 $6.6M 92k 71.79
Costco Wholesale Corporation (COST) 2.5 $6.4M 6.8k 945.94
Microsoft Corporation (MSFT) 2.5 $6.3M 17k 375.41
Boeing Company (BA) 2.4 $6.2M 37k 170.55
Valero Energy Corporation (VLO) 2.2 $5.7M 43k 132.07
Walt Disney Company (DIS) 2.1 $5.3M 54k 98.70
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.1 $5.3M 14k 366.54
Alibaba Group Hldg Sponsored Ads (BABA) 2.0 $5.1M 39k 132.23
Wal-Mart Stores (WMT) 2.0 $5.0M 57k 87.79
FedEx Corporation (FDX) 2.0 $5.0M 21k 243.79
Williams-Sonoma (WSM) 1.9 $4.9M 31k 158.10
Chevron Corporation (CVX) 1.9 $4.8M 29k 167.29
Paypal Holdings (PYPL) 1.8 $4.7M 73k 65.25
Starbucks Corporation (SBUX) 1.8 $4.7M 48k 98.09
Spdr Gold Tr Gold Shs (GLD) 1.7 $4.3M 15k 288.14
Oracle Corporation (ORCL) 1.7 $4.3M 31k 139.81
Occidental Petroleum Corporation (OXY) 1.6 $4.2M 86k 49.36
American Express Company (AXP) 1.5 $4.0M 15k 269.06
Merck & Co (MRK) 1.5 $3.9M 44k 89.76
Raytheon Technologies Corp (RTX) 1.4 $3.7M 28k 132.46
Home Depot (HD) 1.4 $3.5M 9.5k 366.51
Tesla Motors (TSLA) 1.3 $3.4M 13k 259.16
McDonald's Corporation (MCD) 1.3 $3.4M 11k 312.39
Amgen (AMGN) 1.3 $3.4M 11k 311.56
Coca-Cola Company (KO) 1.3 $3.2M 45k 71.62
Williams Companies (WMB) 1.2 $3.1M 51k 59.76
Procter & Gamble Company (PG) 1.2 $3.0M 18k 170.42
Discover Financial Services 1.2 $3.0M 18k 170.70
Pepsi (PEP) 1.1 $2.9M 20k 149.95
Dupont De Nemours (DD) 1.1 $2.7M 36k 74.68
Bristol Myers Squibb (BMY) 1.0 $2.6M 43k 60.99
Kimberly-Clark Corporation (KMB) 1.0 $2.4M 17k 142.23
Citigroup Com New (C) 0.9 $2.2M 31k 70.99
Uber Technologies (UBER) 0.9 $2.2M 30k 72.86
Nike CL B (NKE) 0.8 $2.0M 32k 63.48
Target Corporation (TGT) 0.8 $2.0M 19k 104.36
Lululemon Athletica (LULU) 0.7 $1.9M 6.6k 283.06
Corteva (CTVA) 0.6 $1.7M 26k 62.93
Teekay Corporation SHS (TK) 0.5 $1.3M 200k 6.57
Netflix (NFLX) 0.5 $1.3M 1.4k 932.53
Lowe's Companies (LOW) 0.5 $1.3M 5.5k 233.26
Celanese Corporation (CE) 0.4 $945k 17k 56.77
Ge Aerospace Com New (GE) 0.3 $814k 4.1k 200.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $772k 1.5k 532.58
NVIDIA Corporation (NVDA) 0.3 $742k 6.8k 108.39
Alphabet Cap Stk Cl C (GOOG) 0.3 $664k 4.2k 156.23
Dow (DOW) 0.2 $596k 17k 34.92
Morgan Stanley Com New (MS) 0.2 $526k 4.5k 116.68
Innospec (IOSP) 0.2 $494k 5.2k 94.75
Crowdstrike Hldgs Cl A (CRWD) 0.2 $406k 1.2k 352.58
Visa Com Cl A (V) 0.1 $318k 907.00 350.49
Edison International (EIX) 0.1 $301k 5.1k 58.92
Northrop Grumman Corporation (NOC) 0.1 $248k 484.00 512.17
Ge Vernova (GEV) 0.1 $245k 802.00 305.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $227k 484.00 468.92
Johnson & Johnson (JNJ) 0.1 $221k 1.3k 165.93
Verizon Communications (VZ) 0.1 $221k 4.9k 45.37
Immunitybio (IBRX) 0.1 $177k 59k 3.01
Rivian Automotive Com Cl A (RIVN) 0.1 $167k 13k 12.45