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Bell & Brown Wealth Advisors, LLC13F | |
| Bell & Brown Wealth Advisors, LLC | |
| Last update 2025-05-07 | 69 Stocks (1 new) |
| Value $256.00 Mil | Turnover 2 % |
Bell & Brown Wealth Advisors, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 62,001 | 13,772.4 | +0.39% | 5.370 | +0.02% | 0.000 | +7.60% | -15.27% | 3,161,466.3 | Hardware | |
AVGO | Broadcom Inc | 69,305 | 11,603.9 | -10.34% | 4.530 | -0.69% | 0.000 | +65.90% | +22.72% | 1,331,082.3 | Semiconductors | |
LLY | Eli Lilly and Co | 13,647 | 11,272.3 | -7.44% | 4.400 | -0.32% | 0.000 | -8.16% | +0.09% | 691,076.9 | Drug Manufacturers | |
META | Meta Platforms Inc | 17,295 | 9,968.4 | -2.68% | 3.890 | -0.10% | 0.000 | +39.64% | +19.71% | 1,759,350.5 | Interactive Media | |
GOOGL | Alphabet Inc | 58,806 | 9,093.8 | -1.20% | 3.550 | -0.05% | 0.000 | +22.42% | -2.13% | 2,249,021.8 | Interactive Media | |
XOM | Exxon Mobil Corp | 74,800 | 8,896.0 | +0.69% | 3.470 | +0.02% | 0.000 | +2.01% | +2.30% | 465,742.7 | Oil & Gas | |
JPM | JPMorgan Chase & Co | 33,931 | 8,323.5 | -0.14% | 3.250 | 0% | 0.000 | +26.57% | +23.87% | 803,399.8 | Banks | |
GS | The Goldman Sachs Group Inc | 14,427 | 7,882.1 | -0.09% | 3.070 | 0% | 0.000 | +39.61% | +24.84% | 217,179.1 | Capital Markets | |
AMZN | Amazon.com Inc | 39,020 | 7,423.9 | -1.02% | 2.900 | -0.03% | 0.000 | +30.59% | +2.75% | 2,393,085.1 | Retail - Cyclical | |
QCOM | Qualcomm Inc | 45,601 | 7,004.9 | +1.56% | 2.730 | +0.04% | 0.000 | +13.60% | +1.60% | 169,443.4 | Semiconductors |
Bell & Brown Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Bell & Brown Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.69% | 167.43 ($211.65) 244.7 | $283.04 | 33.73% | Reduce -10.34% | 69,305 | -7,995 | |
UBER | Uber Technologies Inc | 2025-03-31 | Add Add | +0.38% | 63.17 ($72.04) 81.49 | $90.24 | 25.26% | Add 82.4% | 29,991 | 13,549 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -0.32% | 725.72 ($832.09) 929.72 | $770.65 | -7.38% | Reduce -7.44% | 13,647 | -1,097 | |
OXY | Occidental Petroleum Corp | 2025-03-31 | Add Add | +0.30% | 45.45 ($48.82) 52.7 | $43.35 | -11.20% | Add 21.86% | 85,606 | 15,355 | |
CE | Celanese Corp | 2025-03-31 | Add Add | +0.22% | 47.02 ($62.46) 74.12 | $57.27 | -8.30% | Add 152.23% | 16,652 | 10,050 | |
DOW | Dow Inc | 2025-03-31 | Reduce Reduce | -0.16% | 34.36 ($38.4) 41.92 | $28.33 | -26.22% | Reduce -39.11% | 17,062 | -10,957 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.10% | 576.36 ($645.17) 736.67 | $699.47 | 8.42% | Reduce -2.68% | 17,295 | -476 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.10% | 106.98 ($126.74) 149.43 | $172.23 | 35.89% | Reduce -22.38% | 6,845 | -1,974 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -0.10% | 222.15 ($333.26) 428.22 | $326.06 | -2.16% | Reduce -4.6% | 13,240 | -638 | |
JNJ | Johnson & Johnson | 2025-03-31 | New Buy New Buy | +0.09% | 142.06 ($156.47) 167.7 | $164.21 | 4.95% | New holding | 1,333 | 1,333 |
Bell & Brown Wealth Advisors, LLC Total Holding History ($B)
Bell & Brown Wealth Advisors, LLC's Asset Allocation
Bell & Brown Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Bell & Brown Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Bell & Brown Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Bell & Brown Wealth Advisors, LLC's Holdings Heat Map
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Bell & Brown Wealth Advisors, LLC's Holdings Bubble Chart
Bell & Brown Wealth Advisors, LLC News
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