Bell & Brown Wealth Advisors

Bell & Brown Wealth Advisors as of June 30, 2026

Portfolio Holdings for Bell & Brown Wealth Advisors

Bell & Brown Wealth Advisors holds 73 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 5.8 $19M 50k 377.75
Alphabet Cap Stk Cl A (GOOGL) 5.6 $19M 52k 357.37
Apple (AAPL) 5.4 $18M 62k 289.36
Eli Lilly & Co. (LLY) 4.4 $14M 12k 1199.47
Goldman Sachs (GS) 3.8 $13M 12k 1011.39
Valero Energy Corporation (VLO) 3.2 $11M 41k 260.44
JPMorgan Chase & Co. (JPM) 3.2 $11M 32k 327.33
Exxon Mobil Corporation (XOM) 3.1 $10M 74k 136.72
Meta Platforms Cl A (META) 2.8 $9.1M 16k 563.28
Amazon (AMZN) 2.8 $9.1M 38k 238.34
Tesla Motors (TSLA) 2.7 $8.8M 21k 420.60
Qualcomm (QCOM) 2.5 $8.3M 45k 184.79
Boeing Company (BA) 2.4 $8.0M 37k 216.47
Williams-Sonoma (WSM) 2.0 $6.7M 29k 233.10
FedEx Corporation (FDX) 2.0 $6.6M 21k 313.12
Wal-Mart Stores (WMT) 2.0 $6.5M 57k 113.26
Costco Wholesale Corporation (COST) 1.9 $6.2M 6.6k 935.46
Microsoft Corporation (MSFT) 1.9 $6.2M 17k 373.01
UnitedHealth (UNH) 1.8 $6.1M 15k 415.63
Merck & Co (MRK) 1.7 $5.7M 44k 128.50
Walt Disney Company (DIS) 1.7 $5.5M 58k 96.25
Spdr Gold Tr Gold Shs (GLD) 1.6 $5.4M 15k 368.38
Starbucks Corporation (SBUX) 1.6 $5.2M 51k 102.19
Wells Fargo & Company (WFC) 1.6 $5.2M 63k 82.64
Chevron Corporation (CVX) 1.5 $5.1M 31k 165.76
Raytheon Technologies Corp (RTX) 1.5 $5.0M 26k 189.73
American Express Company (AXP) 1.5 $4.8M 14k 338.25
Oracle Corporation (ORCL) 1.4 $4.7M 32k 146.55
Occidental Petroleum Corporation (OXY) 1.4 $4.5M 94k 48.57
Citigroup Com New (C) 1.4 $4.5M 32k 139.96
Amgen (AMGN) 1.2 $4.1M 11k 362.12
Coca-Cola Company (KO) 1.1 $3.8M 47k 81.27
Paypal Holdings (PYPL) 1.1 $3.7M 87k 43.18
Home Depot (HD) 1.1 $3.7M 11k 352.70
Williams Companies (WMB) 1.1 $3.7M 50k 74.34
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.0 $3.4M 7.6k 450.98
Capital One Financial (COF) 1.0 $3.4M 17k 200.62
Alibaba Group Hldg Sponsored Ads (BABA) 1.0 $3.4M 35k 95.98
Netflix (NFLX) 1.0 $3.3M 46k 71.40
McDonald's Corporation (MCD) 1.0 $3.2M 12k 270.30
Qnity Electronics Common Stock (Q) 1.0 $3.2M 19k 163.31
Pepsi (PEP) 0.9 $3.0M 22k 135.40
Procter & Gamble Company (PG) 0.9 $2.9M 20k 146.64
Uber Technologies (UBER) 0.8 $2.6M 36k 72.16
Target Corporation (TGT) 0.8 $2.6M 20k 130.61
Bristol Myers Squibb (BMY) 0.7 $2.5M 43k 57.62
Nike CL B (NKE) 0.7 $2.2M 55k 41.05
Kimberly-Clark Corporation (KMB) 0.7 $2.2M 20k 109.77
Lowe's Companies (LOW) 0.7 $2.2M 10k 220.48
Celanese Corporation (CE) 0.6 $2.1M 45k 46.00
Dupont De Nemours Common Stock (DD) 0.6 $2.1M 15k 135.64
Teekay Corporation SHS (TK) 0.6 $2.0M 197k 10.00
Fedex Fght Hldg Common Stock (FDXF) 0.5 $1.6M 10k 151.00
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.4M 4.0k 353.34
Ge Aerospace Com New (GE) 0.4 $1.3M 3.6k 373.75
Corteva (CTVA) 0.4 $1.2M 15k 84.69
NVIDIA Corporation (NVDA) 0.3 $1.1M 5.5k 200.10
Morgan Stanley Com New (MS) 0.3 $962k 4.6k 209.02
Advanced Micro Devices (AMD) 0.3 $843k 1.5k 580.91
Ge Vernova (GEV) 0.2 $716k 609.00 1174.86
Immunitybio (IBRX) 0.2 $657k 75k 8.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $657k 1.3k 500.39
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.2 $536k 3.1k 170.86
Crowdstrike Hldgs Cl A (CRWD) 0.2 $495k 649.00 763.14
Johnson & Johnson (JNJ) 0.1 $463k 1.8k 254.02
Visa Com Cl A (V) 0.1 $333k 970.00 343.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $306k 415.00 736.97
Marvell Technology (MRVL) 0.1 $288k 965.00 298.03
Nucor Corporation (NUE) 0.1 $260k 1.2k 222.69
Northrop Grumman Corporation (NOC) 0.1 $247k 486.00 509.12
Cloudflare Cl A Com (NET) 0.1 $232k 945.00 245.28
Ishares Tr Core S&p500 Etf (IVV) 0.1 $216k 288.00 748.89
Innospec (IOSP) 0.1 $212k 2.6k 81.38