Bell & Brown Wealth Advisors

Bell & Brown Wealth Advisors as of June 30, 2025

Portfolio Holdings for Bell & Brown Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 6.3 $18M 64k 275.65
Apple (AAPL) 4.6 $13M 62k 205.13
Meta Platforms Cl A (META) 4.5 $13M 17k 738.80
Alphabet Cap Stk Cl A (GOOGL) 3.7 $10M 58k 176.23
Goldman Sachs (GS) 3.6 $10M 14k 707.90
JPMorgan Chase & Co. (JPM) 3.5 $9.9M 34k 289.93
Eli Lilly & Co. (LLY) 3.5 $9.8M 13k 780.04
Amazon (AMZN) 3.0 $8.3M 38k 219.09
Microsoft Corporation (MSFT) 2.9 $8.0M 16k 496.99
Exxon Mobil Corporation (XOM) 2.9 $8.0M 74k 107.77
Boeing Company (BA) 2.7 $7.7M 37k 209.37
Wells Fargo & Company (WFC) 2.6 $7.3M 91k 80.12
Qualcomm (QCOM) 2.6 $7.2M 46k 158.81
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.4 $6.8M 15k 466.72
Oracle Corporation (ORCL) 2.4 $6.7M 30k 218.64
Walt Disney Company (DIS) 2.4 $6.7M 54k 124.01
Costco Wholesale Corporation (COST) 2.2 $6.2M 6.3k 991.22
Valero Energy Corporation (VLO) 2.0 $5.7M 43k 134.39
Wal-Mart Stores (WMT) 2.0 $5.6M 58k 97.78
Paypal Holdings (PYPL) 2.0 $5.5M 74k 74.22
Williams-Sonoma (WSM) 1.8 $5.1M 31k 163.32
American Express Company (AXP) 1.7 $4.7M 15k 319.00
FedEx Corporation (FDX) 1.7 $4.7M 21k 228.20
Spdr Gold Tr Gold Shs (GLD) 1.6 $4.6M 15k 304.83
Starbucks Corporation (SBUX) 1.6 $4.5M 49k 91.63
Alibaba Group Hldg Sponsored Ads (BABA) 1.6 $4.4M 39k 113.41
Chevron Corporation (CVX) 1.5 $4.2M 29k 143.19
Tesla Motors (TSLA) 1.5 $4.2M 13k 317.67
Raytheon Technologies Corp (RTX) 1.4 $3.9M 27k 145.78
Capital One Financial (COF) 1.3 $3.7M 18k 212.76
Occidental Petroleum Corporation (OXY) 1.3 $3.6M 87k 41.94
Home Depot (HD) 1.3 $3.5M 9.6k 366.68
Merck & Co (MRK) 1.2 $3.4M 44k 79.16
Williams Companies (WMB) 1.1 $3.2M 51k 62.56
Coca-Cola Company (KO) 1.1 $3.2M 45k 70.75
McDonald's Corporation (MCD) 1.1 $3.1M 11k 292.20
Amgen (AMGN) 1.1 $3.1M 11k 280.18
Procter & Gamble Company (PG) 1.0 $2.9M 18k 159.32
Uber Technologies (UBER) 1.0 $2.8M 30k 93.30
Citigroup Com New (C) 0.9 $2.6M 31k 85.12
Pepsi (PEP) 0.9 $2.6M 20k 132.05
Dupont De Nemours (DD) 0.9 $2.5M 37k 68.59
Nike CL B (NKE) 0.9 $2.4M 34k 71.04
Kimberly-Clark Corporation (KMB) 0.8 $2.2M 17k 128.93
Target Corporation Put Option (TGT) 0.7 $2.0M 20k 98.65
Bristol Myers Squibb (BMY) 0.7 $2.0M 43k 46.29
Corteva (CTVA) 0.7 $1.9M 26k 74.53
Netflix (NFLX) 0.6 $1.8M 1.3k 1321.29
Teekay Corporation SHS (TK) 0.6 $1.7M 201k 8.25
Lululemon Athletica (LULU) 0.6 $1.6M 6.6k 237.58
Celanese Corporation (CE) 0.5 $1.5M 27k 55.33
Lowe's Companies (LOW) 0.4 $1.2M 5.4k 221.90
NVIDIA Corporation (NVDA) 0.4 $1.1M 7.1k 158.00
Ge Aerospace Com New (GE) 0.4 $1.0M 3.9k 256.86
Alphabet Cap Stk Cl C (GOOG) 0.3 $762k 4.3k 175.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $707k 1.5k 487.56
Morgan Stanley Com New (MS) 0.2 $638k 4.5k 140.86
Crowdstrike Hldgs Cl A (CRWD) 0.2 $583k 1.1k 509.31
Dow (DOW) 0.2 $446k 17k 26.48
Ge Vernova (GEV) 0.2 $432k 817.00 529.15
Innospec (IOSP) 0.1 $418k 5.0k 84.09
Visa Com Cl A (V) 0.1 $337k 949.00 355.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $267k 484.00 552.02
Northrop Grumman Corporation (NOC) 0.1 $242k 484.00 500.52
Johnson & Johnson (JNJ) 0.1 $220k 1.4k 152.78
Edison International (EIX) 0.1 $212k 4.1k 51.60
Immunitybio (IBRX) 0.1 $205k 78k 2.64
Bank of America Corporation (BAC) 0.1 $201k 4.2k 47.32
Rivian Automotive Com Cl A (RIVN) 0.1 $185k 13k 13.74