Bell & Brown Wealth Advisors, LLC Buys Wells Fargo, 3M Co, Kimberly-Clark Corp, Sells Credit Suisse Group AG, Advance Auto Parts Inc, Barclays PLC

Investment company Bell & Brown Wealth Advisors, LLC buys Wells Fargo, 3M Co, Kimberly-Clark Corp, Procter & Gamble Co, Invesco QQQ Trust Series 1, Amazon.com Inc, SPDR S&P 500, Verizon Communications Inc, sells Credit Suisse Group AG, Advance Auto Parts Inc, Barclays PLC, Alphabet Inc, LyondellBasell Industries NV during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Bell & Brown Wealth Advisors, LLC. As of 2018-06-30, Bell & Brown Wealth Advisors, LLC owns 82 stocks with a total value of $101 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 http://www.gurufocus.com/StockBuy.php?GuruName=Bell+%26+Brown+Wealth+Advisors%2C+LLC

These are the top 5 holdings of Bell & Brown Wealth Advisors, LLC
  1. Boeing Co (BA) - 15,731 shares, 5.21% of the total portfolio. Shares reduced by 4.13%
  2. Apple Inc (AAPL) - 26,748 shares, 4.89% of the total portfolio. Shares added by 6.50%
  3. Twitter Inc (TWTR) - 70,920 shares, 3.06% of the total portfolio. Shares added by 0.11%
  4. Walt Disney Co (DIS) - 27,510 shares, 2.85% of the total portfolio. Shares added by 13.19%
  5. Macy's Inc (M) - 70,948 shares, 2.62% of the total portfolio. Shares added by 0.90%
New Purchase: 3M Co (MMM)

Bell & Brown Wealth Advisors, LLC initiated holding in 3M Co. The purchase prices were between $194.39 and $220.09, with an estimated average price of $204.21. The stock is now traded at around $212.32. The impact to a portfolio due to this purchase was 1.08%. The holding were 5,555 shares as of 2018-06-30.

New Purchase: Kimberly-Clark Corp (KMB)

Bell & Brown Wealth Advisors, LLC initiated holding in Kimberly-Clark Corp. The purchase prices were between $98.52 and $109.41, with an estimated average price of $103.94. The stock is now traded at around $113.86. The impact to a portfolio due to this purchase was 0.73%. The holding were 7,030 shares as of 2018-06-30.

New Purchase: Invesco QQQ Trust Series 1 (QQQ)

Bell & Brown Wealth Advisors, LLC initiated holding in Invesco QQQ Trust Series 1. The purchase prices were between $155.51 and $177.6, with an estimated average price of $167.7. The stock is now traded at around $176.45. The impact to a portfolio due to this purchase was 0.34%. The holding were 1,991 shares as of 2018-06-30.

New Purchase: SPDR S&P 500 (SPY)

Bell & Brown Wealth Advisors, LLC initiated holding in SPDR S&P 500. The purchase prices were between $257.47 and $278.92, with an estimated average price of $270.08. The stock is now traded at around $281.33. The impact to a portfolio due to this purchase was 0.23%. The holding were 840 shares as of 2018-06-30.

New Purchase: Amazon.com Inc (AMZN)

Bell & Brown Wealth Advisors, LLC initiated holding in Amazon.com Inc. The purchase prices were between $1371.99 and $1750.08, with an estimated average price of $1586.76. The stock is now traded at around $1777.44. The impact to a portfolio due to this purchase was 0.23%. The holding were 140 shares as of 2018-06-30.

Added: Wells Fargo & Co (WFC)

Bell & Brown Wealth Advisors, LLC added to a holding in Wells Fargo & Co by 76.45%. The purchase prices were between $50.39 and $56.18, with an estimated average price of $53.57. The stock is now traded at around $57.29. The impact to a portfolio due to this purchase was 1.12%. The holding were 47,076 shares as of 2018-06-30.

Added: Procter & Gamble Co (PG)

Bell & Brown Wealth Advisors, LLC added to a holding in Procter & Gamble Co by 142.36%. The purchase prices were between $70.94 and $79.05, with an estimated average price of $75.29. The stock is now traded at around $80.88. The impact to a portfolio due to this purchase was 0.53%. The holding were 11,810 shares as of 2018-06-30.

Added: Verizon Communications Inc (VZ)

Bell & Brown Wealth Advisors, LLC added to a holding in Verizon Communications Inc by 28.73%. The purchase prices were between $46.38 and $51.57, with an estimated average price of $48.42. The stock is now traded at around $51.64. The impact to a portfolio due to this purchase was 0.08%. The holding were 6,775 shares as of 2018-06-30.

Sold Out: Credit Suisse Group AG (CS)

Bell & Brown Wealth Advisors, LLC sold out a holding in Credit Suisse Group AG. The sale prices were between $14.73 and $17.16, with an estimated average price of $16.13.

Sold Out: Advance Auto Parts Inc (AAP)

Bell & Brown Wealth Advisors, LLC sold out a holding in Advance Auto Parts Inc. The sale prices were between $103.76 and $139.5, with an estimated average price of $121.4.

Sold Out: Barclays PLC (BCS)

Bell & Brown Wealth Advisors, LLC sold out a holding in Barclays PLC. The sale prices were between $9.95 and $12.45, with an estimated average price of $11.33.

Sold Out: Alphabet Inc (GOOGL)

Bell & Brown Wealth Advisors, LLC sold out a holding in Alphabet Inc. The sale prices were between $1009.95 and $1184.07, with an estimated average price of $1087.78.

Sold Out: LyondellBasell Industries NV (LYB)

Bell & Brown Wealth Advisors, LLC sold out a holding in LyondellBasell Industries NV. The sale prices were between $99.43 and $118.54, with an estimated average price of $109.76.

Sold Out: Nuveen All Cap Energy MLP Opportunities Fund (JMLP)

Bell & Brown Wealth Advisors, LLC sold out a holding in Nuveen All Cap Energy MLP Opportunities Fund. The sale prices were between $7 and $8.43, with an estimated average price of $7.79.



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