Bell & Brown Wealth Advisors, LLC Buys Amazon.com Inc, Boeing Co, Costco Wholesale Corp, Sells Pfizer Inc, General Motors Co, Bank of America Corp

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May 11, 2020
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Investment company Bell & Brown Wealth Advisors, LLC (Current Portfolio) buys Amazon.com Inc, Boeing Co, Costco Wholesale Corp, SPDR Gold Trust, Foundation Building Materials Inc, sells Pfizer Inc, General Motors Co, Bank of America Corp, Gilead Sciences Inc, Morgan Stanley during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Bell & Brown Wealth Advisors, LLC. As of 2020Q1, Bell & Brown Wealth Advisors, LLC owns 70 stocks with a total value of $107 million. These are the details of the buys and sells.

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
  1. Apple Inc (AAPL) - 23,770 shares, 6.93% of the total portfolio. Shares reduced by 7.62%
  2. Alphabet Inc (GOOGL) - 3,221 shares, 4.18% of the total portfolio. Shares reduced by 0.15%
  3. Amazon.com Inc (AMZN) - 1,478 shares, 3.33% of the total portfolio. New Position
  4. Facebook Inc (FB) - 16,014 shares, 3.19% of the total portfolio. Shares added by 6.24%
  5. Qualcomm Inc (QCOM) - 41,598 shares, 3.12% of the total portfolio. Shares added by 0.13%
New Purchase: Amazon.com Inc (AMZN)

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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