Bell & Brown Wealth Advisors

Bell & Brown Wealth Advisors as of March 31, 2026

Portfolio Holdings for Bell & Brown Wealth Advisors

Bell & Brown Wealth Advisors holds 68 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 5.5 $17M 54k 309.51
Apple (AAPL) 5.1 $16M 63k 253.79
Alphabet Cap Stk Cl A (GOOGL) 5.0 $15M 53k 287.56
Exxon Mobil Corporation (XOM) 4.1 $13M 75k 169.66
Eli Lilly & Co. (LLY) 3.6 $11M 12k 919.75
Goldman Sachs (GS) 3.5 $11M 13k 846.02
Valero Energy Corporation (VLO) 3.4 $11M 42k 247.08
Meta Platforms Cl A (META) 3.1 $9.5M 16k 588.81
JPMorgan Chase & Co. (JPM) 3.1 $9.5M 32k 294.16
Amazon (AMZN) 2.6 $8.0M 38k 208.27
FedEx Corporation (FDX) 2.4 $7.5M 21k 356.18
Boeing Company (BA) 2.4 $7.3M 37k 199.03
Wal-Mart Stores (WMT) 2.3 $7.1M 57k 124.28
Tesla Motors (TSLA) 2.2 $6.8M 18k 371.75
Costco Wholesale Corporation (COST) 2.1 $6.6M 6.6k 996.44
Chevron Corporation (CVX) 2.1 $6.4M 31k 206.90
Spdr Gold Tr Gold Shs (GLD) 2.1 $6.3M 15k 430.29
Occidental Petroleum Corporation (OXY) 2.0 $6.0M 93k 65.00
Microsoft Corporation (MSFT) 1.9 $5.9M 16k 370.17
Qualcomm (QCOM) 1.9 $5.8M 45k 129.22
Walt Disney Company (DIS) 1.8 $5.4M 56k 96.56
Williams-Sonoma (WSM) 1.7 $5.3M 29k 182.33
Merck & Co (MRK) 1.7 $5.2M 44k 120.29
Raytheon Technologies Corp (RTX) 1.6 $5.0M 26k 192.90
Wells Fargo & Company (WFC) 1.6 $4.9M 62k 79.61
Oracle Corporation (ORCL) 1.5 $4.6M 32k 147.11
Alibaba Group Hldg Sponsored Ads (BABA) 1.5 $4.6M 36k 125.46
Starbucks Corporation (SBUX) 1.5 $4.5M 51k 89.59
American Express Company (AXP) 1.4 $4.3M 14k 302.48
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.3 $4.1M 7.8k 522.71
Amgen (AMGN) 1.3 $4.0M 11k 352.80
Netflix (NFLX) 1.3 $3.9M 41k 96.15
UnitedHealth (UNH) 1.2 $3.7M 14k 270.59
Williams Companies (WMB) 1.2 $3.7M 51k 72.78
Paypal Holdings (PYPL) 1.2 $3.7M 81k 45.23
Citigroup Com New (C) 1.2 $3.6M 32k 113.41
McDonald's Corporation (MCD) 1.2 $3.6M 11k 310.78
Coca-Cola Company (KO) 1.1 $3.5M 47k 76.05
Pepsi (PEP) 1.1 $3.3M 21k 155.29
Home Depot (HD) 1.1 $3.3M 10k 328.89
Capital One Financial (COF) 1.0 $3.1M 17k 182.43
Nike CL B (NKE) 0.9 $2.9M 55k 52.82
Procter & Gamble Company (PG) 0.9 $2.8M 19k 144.44
Celanese Corporation (CE) 0.8 $2.6M 40k 65.77
Bristol Myers Squibb (BMY) 0.8 $2.5M 42k 60.65
Qnity Electronics Common Stock (Q) 0.8 $2.4M 21k 115.38
Teekay Corporation SHS (TK) 0.8 $2.4M 198k 12.21
Target Corporation (TGT) 0.8 $2.3M 19k 121.25
Uber Technologies (UBER) 0.7 $2.3M 32k 71.93
Dupont De Nemours (DD) 0.6 $2.0M 43k 45.80
Kimberly-Clark Corporation (KMB) 0.6 $1.8M 19k 96.47
Lowe's Companies (LOW) 0.4 $1.3M 5.5k 236.26
Corteva (CTVA) 0.4 $1.2M 15k 83.71
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.1M 4.0k 286.88
Ge Aerospace Com New (GE) 0.3 $1.0M 3.6k 283.77
NVIDIA Corporation (NVDA) 0.3 $952k 5.5k 174.40
Morgan Stanley Com New (MS) 0.2 $755k 4.6k 164.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $653k 1.4k 479.20
Immunitybio (IBRX) 0.2 $576k 75k 7.67
Ge Vernova (GEV) 0.2 $529k 606.00 872.90
Johnson & Johnson (JNJ) 0.1 $453k 1.9k 244.45
Crowdstrike Hldgs Cl A (CRWD) 0.1 $425k 1.1k 390.41
Innospec (IOSP) 0.1 $363k 5.0k 73.02
Advanced Micro Devices (AMD) 0.1 $337k 1.7k 203.43
Northrop Grumman Corporation (NOC) 0.1 $331k 485.00 682.87
Visa Com Cl A (V) 0.1 $293k 970.00 302.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $240k 415.00 577.63
ConocoPhillips (COP) 0.1 $205k 1.5k 132.00