Bell & Brown Wealth Advisors, LLC Portfolio Holdings

Bell & Brown Wealth Advisors, LLC

  • $278 Million
  • Q2 2025

Bell & Brown Wealth Advisors, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $278 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $17.7M, Apple Inc. with a value of $12.8M, Meta Platforms, Inc. with a value of $12.6M, Alphabet Inc. with a value of $10.2M, and Goldman Sachs Group Inc with a value of $10.1M.

Examining the 13F form we can see an increase of $22.8M in the current position value, from $255M to 278M.

Below you can find more details about Bell & Brown Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $278 Million
Technology: $57 Million
Financial Services: $45.7 Million
Consumer Cyclical: $45.2 Million
Communication Services: $32 Million
Energy: $24.8 Million
Consumer Defensive: $24.8 Million
Healthcare: $18.7 Million
Industrials: $17.5 Million
Other: $11.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$146B
$17.7 Million 6.39% of portfolio
64,338
Q2 2025 Reduced 7.17%
$3.76T
$12.8 Million 4.61% of portfolio
62,340
Q2 2025 Added 0.55%
$1.69T
$12.6 Million 4.53% of portfolio
17,041
Q2 2025 Reduced 1.47%
$1.44T
$10.2 Million 3.68% of portfolio
58,027
Q2 2025 Reduced 1.32%
$266B
$10.1 Million 3.64% of portfolio
14,294
Q2 2025 Reduced 0.92%
$900B
$9.85 Million 3.55% of portfolio
33,983
Q2 2025 Added 0.15%
$718B
$9.8 Million 3.53% of portfolio
12,577
Q2 2025 Reduced 7.84%
$2.32T
$8.33 Million 3.0% of portfolio
37,973
Q2 2025 Reduced 2.68%
$3.8T
$8.05 Million 2.9% of portfolio
16,191
Q2 2025 Reduced 3.81%
$467B
$8.01 Million 2.89% of portfolio
74,309
Q2 2025 Reduced 0.66%
$129B
$7.66 Million 2.76% of portfolio
36,571
Q2 2025 Reduced 0.06%
$309B
$7.31 Million 2.63% of portfolio
91,211
Q2 2025 Reduced 0.62%
$182B
$7.25 Million 2.61% of portfolio
45,500
Q2 2025 Reduced 0.22%
$26.4B
$6.77 Million 2.44% of portfolio
14,482
Q2 2025 Added 0.31%
$211B
$6.66 Million 2.4% of portfolio
53,675
Q2 2025 Added 0.1%
$788B
$6.66 Million 2.4% of portfolio
30,446
Q2 2025 Reduced 1.48%
$60.4B
$5.73 Million 2.06% of portfolio
42,640
Q2 2025 Reduced 0.43%
$281B
$5.64 Million 2.03% of portfolio
57,686
Q2 2025 Added 0.59%
$77.4B
$5.49 Million 1.98% of portfolio
73,885
Q2 2025 Added 1.77%
$13.1B
$5.07 Million 1.82% of portfolio
31,008
Q2 2025 Added 0.47%
$243B
$4.68 Million 1.68% of portfolio
14,661
Q2 2025 Reduced 0.14%
$59.7B
$4.65 Million 1.68% of portfolio
20,470
Q2 2025 Reduced 0.5%
$116B
$4.59 Million 1.65% of portfolio
15,065
Q2 2025 Reduced 0.09%
$94.5B
$4.45 Million 1.6% of portfolio
48,572
Q2 2025 Added 0.82%
$411B
$4.42 Million 1.59% of portfolio
39,013
Q2 2025 Added 0.77%
$308B
$4.21 Million 1.52% of portfolio
29,412
Q2 2025 Added 1.92%
$1.25T
$4.17 Million 1.5% of portfolio
13,136
Q2 2025 Reduced 0.79%
$229B
$3.92 Million 1.41% of portfolio
26,822
Q2 2025 Reduced 2.94%
$85.9B
$3.72 Million 1.34% of portfolio
17,503
Q2 2025 New
$42.5B
$3.65 Million 1.32% of portfolio
86,968
Q2 2025 Added 1.59%
$433B
$3.52 Million 1.27% of portfolio
9,611
Q2 2025 Added 0.86%
$210B
$3.45 Million 1.24% of portfolio
43,539
Q2 2025 Reduced 0.3%
$71.7B
$3.22 Million 1.16% of portfolio
51,256
Q2 2025 Reduced 0.19%
$290B
$3.2 Million 1.15% of portfolio
45,285
Q2 2025 Added 1.01%
$225B
$3.13 Million 1.13% of portfolio
10,721
Q2 2025 Reduced 1.52%
$148B
$3.11 Million 1.12% of portfolio
11,134
Q2 2025 Added 2.17%
$374B
$2.88 Million 1.04% of portfolio
18,067
Q2 2025 Added 1.23%
$190B
$2.8 Million 1.01% of portfolio
30,051
Q2 2025 Added 0.2%
$193B
$2.64 Million 0.95% of portfolio
30,969
Q2 2025 Added 0.51%
$198B
$2.63 Million 0.95% of portfolio
19,948
Q2 2025 Added 1.46%
$38.7B
$2.52 Million 0.91% of portfolio
36,710
Q2 2025 Added 1.61%
$92B
$2.4 Million 0.87% of portfolio
33,840
Q2 2025 Added 5.79%
$43.2B
$2.23 Million 0.8% of portfolio
17,293
Q2 2025 Added 0.95%
$98.2B
$1.97 Million 0.71% of portfolio
42,467
Q2 2025 Reduced 0.48%
$41.4B
$1.95 Million 0.7% of portfolio
19,785
Q2 2025 Added 4.15%
$53.4B
$1.92 Million 0.69% of portfolio
25,781
Q2 2025 Reduced 2.42%
$529B
$1.8 Million 0.65% of portfolio
1,343
Q2 2025 Reduced 3.17%
$19.6B
$1.56 Million 0.56% of portfolio
6,580
Q2 2025 Reduced 0.11%
$4.94B
$1.5 Million 0.54% of portfolio
27,167
Q2 2025 Added 63.15%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $278 Million
  • Prior Value $255 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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