Bell & Brown Wealth Advisors

Bell & Brown Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Bell & Brown Wealth Advisors

Bell & Brown Wealth Advisors holds 72 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 6.6 $20M 62k 329.91
Apple (AAPL) 5.2 $16M 63k 254.63
Alphabet Cap Stk Cl A (GOOGL) 4.5 $14M 57k 243.10
Meta Platforms Cl A (META) 4.0 $12M 17k 734.37
Goldman Sachs (GS) 3.6 $11M 14k 796.34
JPMorgan Chase & Co. (JPM) 3.5 $11M 34k 315.43
Eli Lilly & Co. (LLY) 3.2 $9.9M 13k 762.99
Exxon Mobil Corporation (XOM) 2.8 $8.5M 75k 112.75
Oracle Corporation (ORCL) 2.8 $8.4M 30k 281.24
Amazon (AMZN) 2.7 $8.4M 38k 219.57
Microsoft Corporation (MSFT) 2.7 $8.3M 16k 517.96
Boeing Company (BA) 2.6 $7.8M 36k 215.83
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.5 $7.8M 14k 546.75
Wells Fargo & Company (WFC) 2.5 $7.6M 91k 83.82
Qualcomm (QCOM) 2.5 $7.6M 46k 166.36
Valero Energy Corporation (VLO) 2.4 $7.3M 43k 170.26
Alibaba Group Hldg Sponsored Ads (BABA) 2.3 $7.0M 39k 178.73
Walt Disney Company (DIS) 2.0 $6.2M 54k 114.50
Tesla Motors (TSLA) 2.0 $6.1M 14k 444.72
Williams-Sonoma (WSM) 2.0 $6.0M 31k 195.45
Wal-Mart Stores (WMT) 2.0 $6.0M 58k 103.06
Costco Wholesale Corporation (COST) 1.9 $5.8M 6.3k 925.69
Spdr Gold Tr Gold Shs (GLD) 1.8 $5.4M 15k 355.47
Paypal Holdings (PYPL) 1.6 $5.0M 75k 67.06
FedEx Corporation (FDX) 1.6 $4.9M 21k 235.81
American Express Company (AXP) 1.6 $4.9M 15k 332.16
Chevron Corporation (CVX) 1.5 $4.6M 30k 155.29
Raytheon Technologies Corp (RTX) 1.4 $4.4M 26k 167.32
Occidental Petroleum Corporation (OXY) 1.4 $4.2M 90k 47.25
Starbucks Corporation (SBUX) 1.4 $4.2M 49k 84.60
Home Depot (HD) 1.3 $3.9M 9.6k 405.19
Capital One Financial (COF) 1.2 $3.7M 18k 212.58
Merck & Co (MRK) 1.2 $3.7M 44k 83.93
Williams Companies (WMB) 1.1 $3.5M 52k 66.65
McDonald's Corporation (MCD) 1.1 $3.3M 11k 303.91
Amgen (AMGN) 1.0 $3.2M 11k 282.21
Citigroup Com New (C) 1.0 $3.1M 31k 101.50
Coca-Cola Company (KO) 1.0 $3.0M 45k 66.32
Uber Technologies (UBER) 1.0 $2.9M 30k 97.97
Dupont De Nemours (DD) 0.9 $2.9M 37k 77.90
Pepsi (PEP) 0.9 $2.8M 20k 140.44
Procter & Gamble Company (PG) 0.9 $2.8M 18k 153.65
Nike CL B (NKE) 0.8 $2.4M 34k 69.73
Kimberly-Clark Corporation (KMB) 0.7 $2.1M 17k 124.34
Bristol Myers Squibb (BMY) 0.6 $1.9M 43k 45.10
Target Corporation (TGT) 0.6 $1.9M 21k 89.70
Corteva (CTVA) 0.6 $1.7M 26k 67.63
Teekay Corporation SHS (TK) 0.5 $1.7M 203k 8.18
Netflix (NFLX) 0.5 $1.6M 1.3k 1198.92
Lowe's Companies (LOW) 0.5 $1.4M 5.5k 251.29
NVIDIA Corporation (NVDA) 0.4 $1.2M 6.7k 186.57
Celanese Corporation (CE) 0.4 $1.2M 28k 42.08
Ge Aerospace Com New (GE) 0.4 $1.2M 3.9k 300.80
Lululemon Athletica (LULU) 0.4 $1.1M 6.4k 177.93
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.0M 4.3k 243.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $729k 1.5k 502.74
Morgan Stanley Com New (MS) 0.2 $723k 4.6k 158.98
Crowdstrike Hldgs Cl A (CRWD) 0.2 $534k 1.1k 490.38
Ge Vernova (GEV) 0.2 $496k 807.00 614.90
Innospec (IOSP) 0.1 $383k 5.0k 77.15
Dow (DOW) 0.1 $330k 14k 22.93
Visa Com Cl A (V) 0.1 $324k 949.00 341.48
Johnson & Johnson (JNJ) 0.1 $305k 1.6k 185.46
Northrop Grumman Corporation (NOC) 0.1 $295k 485.00 609.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $287k 478.00 599.81
Advanced Micro Devices (AMD) 0.1 $259k 1.6k 161.79
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $247k 1.7k 148.61
Strategy Cl A New (MSTR) 0.1 $235k 729.00 322.21
Cloudflare Cl A Com (NET) 0.1 $215k 1.0k 214.59
Bank of America Corporation (BAC) 0.1 $214k 4.1k 51.59
Immunitybio (IBRX) 0.1 $204k 83k 2.46
Rivian Automotive Com Cl A (RIVN) 0.1 $197k 13k 14.68