Bell & Brown Wealth Advisors

Bell & Brown Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Bell & Brown Wealth Advisors

Bell & Brown Wealth Advisors holds 71 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 6.4 $20M 57k 346.10
Alphabet Cap Stk Cl A (GOOGL) 5.5 $17M 55k 313.00
Apple (AAPL) 5.4 $17M 62k 271.86
Eli Lilly & Co. (LLY) 4.4 $14M 13k 1074.65
Goldman Sachs (GS) 3.7 $12M 13k 878.99
Meta Platforms Cl A (META) 3.5 $11M 16k 660.10
JPMorgan Chase & Co. (JPM) 3.4 $11M 33k 322.22
Exxon Mobil Corporation (XOM) 2.9 $9.0M 75k 120.34
Amazon (AMZN) 2.8 $8.7M 38k 230.82
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.6 $8.0M 13k 605.01
Boeing Company (BA) 2.5 $7.9M 36k 217.12
Qualcomm (QCOM) 2.5 $7.8M 46k 171.05
Microsoft Corporation (MSFT) 2.4 $7.3M 15k 483.61
Valero Energy Corporation (VLO) 2.3 $7.0M 43k 162.79
Wal-Mart Stores (WMT) 2.1 $6.4M 58k 111.41
Wells Fargo & Company (WFC) 2.1 $6.4M 68k 93.20
Walt Disney Company (DIS) 2.0 $6.3M 55k 113.77
Tesla Motors (TSLA) 2.0 $6.2M 14k 449.72
FedEx Corporation (FDX) 2.0 $6.1M 21k 288.86
Oracle Corporation (ORCL) 1.9 $6.0M 31k 194.91
Spdr Gold Tr Gold Shs (GLD) 1.9 $5.9M 15k 396.31
Costco Wholesale Corporation (COST) 1.8 $5.6M 6.5k 862.31
Alibaba Group Hldg Sponsored Ads (BABA) 1.8 $5.5M 37k 146.58
American Express Company (AXP) 1.7 $5.4M 15k 369.94
Williams-Sonoma (WSM) 1.7 $5.3M 30k 178.59
Raytheon Technologies Corp (RTX) 1.5 $4.8M 26k 183.40
Chevron Corporation (CVX) 1.5 $4.7M 31k 152.41
Merck & Co (MRK) 1.5 $4.6M 44k 105.26
Paypal Holdings (PYPL) 1.5 $4.6M 78k 58.38
Starbucks Corporation (SBUX) 1.4 $4.2M 50k 84.21
Capital One Financial (COF) 1.3 $4.1M 17k 242.36
Occidental Petroleum Corporation (OXY) 1.2 $3.8M 93k 41.12
Citigroup Com New (C) 1.2 $3.7M 32k 116.69
Amgen (AMGN) 1.2 $3.7M 11k 327.30
McDonald's Corporation (MCD) 1.1 $3.5M 11k 305.64
Home Depot (HD) 1.1 $3.4M 9.8k 344.08
Coca-Cola Company (KO) 1.0 $3.3M 47k 69.91
Williams Companies (WMB) 1.0 $3.1M 51k 60.11
Pepsi (PEP) 1.0 $3.0M 21k 143.52
Procter & Gamble Company (PG) 0.9 $2.7M 19k 143.31
Uber Technologies (UBER) 0.8 $2.5M 30k 81.71
Nike CL B (NKE) 0.7 $2.3M 36k 63.71
Bristol Myers Squibb (BMY) 0.7 $2.3M 42k 53.94
Target Corporation (TGT) 0.6 $1.9M 20k 97.75
Teekay Corporation SHS (TK) 0.6 $1.8M 198k 9.03
Kimberly-Clark Corporation (KMB) 0.5 $1.7M 17k 100.89
Netflix (NFLX) 0.5 $1.7M 18k 93.76
Qnity Electronics Common Stock (Q) 0.5 $1.7M 20k 81.65
Dupont De Nemours (DD) 0.5 $1.6M 41k 40.20
Corteva (CTVA) 0.5 $1.5M 23k 67.03
Lowe's Companies (LOW) 0.4 $1.3M 5.5k 241.14
Celanese Corporation (CE) 0.4 $1.3M 31k 42.28
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.3M 4.0k 313.81
Lululemon Athletica (LULU) 0.4 $1.2M 5.7k 207.81
NVIDIA Corporation (NVDA) 0.4 $1.2M 6.3k 186.50
Ge Aerospace Com New (GE) 0.4 $1.1M 3.6k 308.02
Morgan Stanley Com New (MS) 0.3 $811k 4.6k 177.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $675k 1.3k 502.65
UnitedHealth (UNH) 0.2 $579k 1.8k 330.11
Ge Vernova (GEV) 0.2 $498k 762.00 653.57
Crowdstrike Hldgs Cl A (CRWD) 0.1 $464k 989.00 468.76
Innospec (IOSP) 0.1 $380k 5.0k 76.54
Advanced Micro Devices (AMD) 0.1 $354k 1.7k 214.16
Visa Com Cl A (V) 0.1 $340k 969.00 350.87
Johnson & Johnson (JNJ) 0.1 $336k 1.6k 206.95
Northrop Grumman Corporation (NOC) 0.1 $277k 485.00 570.43
Dow (DOW) 0.1 $262k 11k 23.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $252k 410.00 614.39
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $218k 1.4k 160.97
Nucor Corporation (NUE) 0.1 $207k 1.3k 163.07
Immunitybio (IBRX) 0.1 $164k 83k 1.98