Bell & Brown Wealth Advisors, LLC Buys Wells Fargo, Twitter Inc, American Airlines Group Inc, Sells Target Corp, Broadcom Inc, Alphabet Inc

Investment company Bell & Brown Wealth Advisors, LLC buys Wells Fargo, Twitter Inc, American Airlines Group Inc, The Home Depot Inc, Valero Energy Corp, Teekay Corp, United Technologies Corp, Nuveen All Cap Energy MLP Opportunities Fund, sells Target Corp, Broadcom Inc, Alphabet Inc, International Business Machines Corp, AT&T Inc, Whirlpool Corp, Schlumberger, Morgan Stanley, United States Steel Corp, Ford Motor Co, Arconic Inc, Freeport-McMoRan Inc during the 3-months ended 2018Q4, according to the most recent filings of the investment company, Bell & Brown Wealth Advisors, LLC. As of 2018Q4, Bell & Brown Wealth Advisors, LLC owns 80 stocks with a total value of $93 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. Boeing Co (BA) - 14,804 shares, 5.14% of the total portfolio. Shares added by 1.04%
  2. Apple Inc (AAPL) - 27,177 shares, 4.61% of the total portfolio. Shares added by 6.47%
  3. Walt Disney Co (DIS) - 28,304 shares, 3.34% of the total portfolio. Shares added by 0.78%
  4. 3M Co (MMM) - 13,347 shares, 2.74% of the total portfolio. Shares added by 1.24%
  5. JPMorgan Chase & Co (JPM) - 24,725 shares, 2.60% of the total portfolio. Shares added by 2.67%
New Purchase: Wells Fargo & Co (WFC)

Bell & Brown Wealth Advisors, LLC initiated holding in Wells Fargo & Co. The purchase prices were between $43.6 and $54.46, with an estimated average price of $51.11. The stock is now traded at around $49.03. The impact to a portfolio due to this purchase was 2.46%. The holding were 49,658 shares as of .

New Purchase: Twitter Inc (TWTR)

Bell & Brown Wealth Advisors, LLC initiated holding in Twitter Inc. The purchase prices were between $26.45 and $36.25, with an estimated average price of $31.35. The stock is now traded at around $31.71. The impact to a portfolio due to this purchase was 2.05%. The holding were 66,140 shares as of .

New Purchase: American Airlines Group Inc (AAL)

Bell & Brown Wealth Advisors, LLC initiated holding in American Airlines Group Inc. The purchase prices were between $29.72 and $40.16, with an estimated average price of $34.7. The stock is now traded at around $35.49. The impact to a portfolio due to this purchase was 0.93%. The holding were 26,875 shares as of .

New Purchase: Nuveen All Cap Energy MLP Opportunities Fund (JMLP)

Bell & Brown Wealth Advisors, LLC initiated holding in Nuveen All Cap Energy MLP Opportunities Fund. The purchase prices were between $5 and $8.13, with an estimated average price of $6.68. The stock is now traded at around $6.54. The impact to a portfolio due to this purchase was 0.1%. The holding were 17,000 shares as of .

Added: The Home Depot Inc (HD)

Bell & Brown Wealth Advisors, LLC added to a holding in The Home Depot Inc by 236.84%. The purchase prices were between $158.14 and $204.75, with an estimated average price of $178.34. The stock is now traded at around $192.39. The impact to a portfolio due to this purchase was 0.68%. The holding were 5,258 shares as of .

Added: Valero Energy Corp (VLO)

Bell & Brown Wealth Advisors, LLC added to a holding in Valero Energy Corp by 44.95%. The purchase prices were between $68.94 and $119.99, with an estimated average price of $86.89. The stock is now traded at around $85.33. The impact to a portfolio due to this purchase was 0.28%. The holding were 11,296 shares as of .

Added: Teekay Corp (TK)

Bell & Brown Wealth Advisors, LLC added to a holding in Teekay Corp by 58.81%. The purchase prices were between $3.32 and $7.31, with an estimated average price of $5.42. The stock is now traded at around $4.09. The impact to a portfolio due to this purchase was 0.27%. The holding were 199,770 shares as of .

Added: United Technologies Corp (UTX)

Bell & Brown Wealth Advisors, LLC added to a holding in United Technologies Corp by 24.63%. The purchase prices were between $102.06 and $141.45, with an estimated average price of $124.04. The stock is now traded at around $127.76. The impact to a portfolio due to this purchase was 0.24%. The holding were 10,395 shares as of .

Sold Out: Target Corp (TGT)

Bell & Brown Wealth Advisors, LLC sold out a holding in Target Corp. The sale prices were between $61.13 and $87.6, with an estimated average price of $76.29.

Sold Out: Broadcom Inc (AVGO)

Bell & Brown Wealth Advisors, LLC sold out a holding in Broadcom Inc. The sale prices were between $211.5 and $258.3, with an estimated average price of $235.61.

Sold Out: Alphabet Inc (GOOGL)

Bell & Brown Wealth Advisors, LLC sold out a holding in Alphabet Inc. The sale prices were between $984.67 and $1211.53, with an estimated average price of $1076.53.

Sold Out: Whirlpool Corp (WHR)

Bell & Brown Wealth Advisors, LLC sold out a holding in Whirlpool Corp. The sale prices were between $101.72 and $126.53, with an estimated average price of $113.4.

Sold Out: Schlumberger Ltd (SLB)

Bell & Brown Wealth Advisors, LLC sold out a holding in Schlumberger Ltd. The sale prices were between $35.19 and $63.11, with an estimated average price of $48.83.

Sold Out: Morgan Stanley (MS)

Bell & Brown Wealth Advisors, LLC sold out a holding in Morgan Stanley. The sale prices were between $37.01 and $47.27, with an estimated average price of $43.48.

Reduced: International Business Machines Corp (IBM)

Bell & Brown Wealth Advisors, LLC reduced to a holding in International Business Machines Corp by 72.92%. The sale prices were between $107.57 and $153.75, with an estimated average price of $124.68. The stock is now traded at around $139.26. The impact to a portfolio due to this sale was -0.66%. Bell & Brown Wealth Advisors, LLC still held 2,146 shares as of .

Reduced: AT&T Inc (T)

Bell & Brown Wealth Advisors, LLC reduced to a holding in AT&T Inc by 44.47%. The sale prices were between $27.36 and $34.12, with an estimated average price of $30.71. The stock is now traded at around $31.15. The impact to a portfolio due to this sale was -0.58%. Bell & Brown Wealth Advisors, LLC still held 24,090 shares as of .

Reduced: United States Steel Corp (X)

Bell & Brown Wealth Advisors, LLC reduced to a holding in United States Steel Corp by 26.57%. The sale prices were between $17.27 and $29.92, with an estimated average price of $24.81. The stock is now traded at around $24.10. The impact to a portfolio due to this sale was -0.16%. Bell & Brown Wealth Advisors, LLC still held 17,338 shares as of .

Reduced: Ford Motor Co (F)

Bell & Brown Wealth Advisors, LLC reduced to a holding in Ford Motor Co by 51.4%. The sale prices were between $7.63 and $9.6, with an estimated average price of $8.89. The stock is now traded at around $8.67. The impact to a portfolio due to this sale was -0.15%. Bell & Brown Wealth Advisors, LLC still held 15,181 shares as of .

Reduced: Arconic Inc (ARNC)

Bell & Brown Wealth Advisors, LLC reduced to a holding in Arconic Inc by 31.22%. The sale prices were between $16.14 and $23.4, with an estimated average price of $20.29. The stock is now traded at around $18.29. The impact to a portfolio due to this sale was -0.13%. Bell & Brown Wealth Advisors, LLC still held 14,753 shares as of .

Reduced: Freeport-McMoRan Inc (FCX)

Bell & Brown Wealth Advisors, LLC reduced to a holding in Freeport-McMoRan Inc by 20.73%. The sale prices were between $9.78 and $13.95, with an estimated average price of $11.6. The stock is now traded at around $13.22. The impact to a portfolio due to this sale was -0.1%. Bell & Brown Wealth Advisors, LLC still held 32,752 shares as of .



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