- New Purchases: WFC, TWTR, AAL, JMLP,
- Added Positions: HD, FDX, AAPL, VLO, TK, UTX, GE, BMY, C, JPM, INTC, CVX, GS, EBAY, JNJ, PYPL, CS, AMGN, BA, BCS, DWDP, FB, HBAN, BAC, ORCL, MMM, LULU, CE, VZ, WSM, LYB,
- Reduced Positions: IBM, T, X, F, ARNC, GILD, XOM, FCX, CELG, WMB, M, VIAB, SBUX, PG, MMLP, MSFT, AXP, KMB, GM, MCD, AROC, AA,
- Sold Out: TGT, AVGO, GOOGL, WHR, SLB, MS,
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- Boeing Co (BA) - 14,804 shares, 5.14% of the total portfolio. Shares added by 1.04%
- Apple Inc (AAPL) - 27,177 shares, 4.61% of the total portfolio. Shares added by 6.47%
- Walt Disney Co (DIS) - 28,304 shares, 3.34% of the total portfolio. Shares added by 0.78%
- 3M Co (MMM) - 13,347 shares, 2.74% of the total portfolio. Shares added by 1.24%
- JPMorgan Chase & Co (JPM) - 24,725 shares, 2.60% of the total portfolio. Shares added by 2.67%
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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