- New Purchases: AMZN, COST, GLD,
- Added Positions: BA, FB, JPM, FBM, SBUX, OXY, DFS, HD, VLO, DD, AAL, GS, WMT, TWTR, WFC, DIS, AXP, FDX, DOW, EBAY, KO, CTVA, XOM, MCD, AA, QQQ,
- Reduced Positions: AAPL, LULU, BMY, ULTA, BABA, TGT, LLY, WSM, AMGN, MSFT, CE, T, CSCO, LYB, HBAN, INTC, KMB, CS, PEP, DGX, GE, VZ, WMB, LEA, TSLA,
- Sold Out: PFE, GM, BAC, GILD, MS, NOC, O, SPY, SO, HE, X,
For the details of Bell & Brown Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bell+%26+brown+wealth+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Bell & Brown Wealth Advisors, LLC- Apple Inc (AAPL) - 23,770 shares, 6.93% of the total portfolio. Shares reduced by 7.62%
- Alphabet Inc (GOOGL) - 3,221 shares, 4.18% of the total portfolio. Shares reduced by 0.15%
- Amazon.com Inc (AMZN) - 1,478 shares, 3.33% of the total portfolio. New Position
- Facebook Inc (FB) - 16,014 shares, 3.19% of the total portfolio. Shares added by 6.24%
- Qualcomm Inc (QCOM) - 41,598 shares, 3.12% of the total portfolio. Shares added by 0.13%
Bell & Brown Wealth Advisors, LLC initiated holding in Amazon.com Inc. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2409.00. The impact to a portfolio due to this purchase was 3.33%. The holding were 1,478 shares as of .
New Purchase: Costco Wholesale Corp (COST)Bell & Brown Wealth Advisors, LLC initiated holding in Costco Wholesale Corp. The purchase prices were between $279.85 and $324.08, with an estimated average price of $303.54. The stock is now traded at around $310.33. The impact to a portfolio due to this purchase was 0.2%. The holding were 682 shares as of .
New Purchase: SPDR Gold Trust (GLD)Bell & Brown Wealth Advisors, LLC initiated holding in SPDR Gold Trust. The purchase prices were between $138.04 and $157.81, with an estimated average price of $148.89. The stock is now traded at around $159.42. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,250 shares as of .
Added: Boeing Co (BA)Bell & Brown Wealth Advisors, LLC added to a holding in Boeing Co by 28.54%. The purchase prices were between $95.01 and $347.45, with an estimated average price of $276.34. The stock is now traded at around $128.91. The impact to a portfolio due to this purchase was 0.54%. The holding were 20,288 shares as of .
Added: Foundation Building Materials Inc (FBM)Bell & Brown Wealth Advisors, LLC added to a holding in Foundation Building Materials Inc by 26.20%. The purchase prices were between $8.88 and $19.67, with an estimated average price of $16.37. The stock is now traded at around $12.37. The impact to a portfolio due to this purchase was 0.13%. The holding were 58,054 shares as of .
Added: Occidental Petroleum Corp (OXY)Bell & Brown Wealth Advisors, LLC added to a holding in Occidental Petroleum Corp by 32.27%. The purchase prices were between $9.69 and $47.26, with an estimated average price of $33.31. The stock is now traded at around $15.03. The impact to a portfolio due to this purchase was 0.1%. The holding were 30,555 shares as of .
Sold Out: Pfizer Inc (PFE)Bell & Brown Wealth Advisors, LLC sold out a holding in Pfizer Inc. The sale prices were between $28.49 and $40.71, with an estimated average price of $36.04.
Sold Out: General Motors Co (GM)Bell & Brown Wealth Advisors, LLC sold out a holding in General Motors Co. The sale prices were between $16.8 and $37.38, with an estimated average price of $30.77.
Sold Out: Bank of America Corp (BAC)Bell & Brown Wealth Advisors, LLC sold out a holding in Bank of America Corp. The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21.
Sold Out: Gilead Sciences Inc (GILD)Bell & Brown Wealth Advisors, LLC sold out a holding in Gilead Sciences Inc. The sale prices were between $62.63 and $80.22, with an estimated average price of $68.92.
Sold Out: Morgan Stanley (MS)Bell & Brown Wealth Advisors, LLC sold out a holding in Morgan Stanley. The sale prices were between $27.81 and $57.51, with an estimated average price of $47.45.
Sold Out: Northrop Grumman Corp (NOC)Bell & Brown Wealth Advisors, LLC sold out a holding in Northrop Grumman Corp. The sale prices were between $269.86 and $384.87, with an estimated average price of $348.63.
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