Bell & Brown Wealth Advisors, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $245 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $13.7M, Broadcom Inc. with a value of $13.1M, Apple Inc. with a value of $13M, Alphabet Inc. with a value of $10.8M, and Meta Platforms, Inc. with a value of $9.09M.

Examining the 13F form we can see an increase of $11M in the current position value, from $234M to 245M.

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

Portfolio value $245 Million
Technology: $48.1 Million
Consumer Cyclical: $37.6 Million
Financial Services: $31.8 Million
Communication Services: $26.9 Million
Energy: $25.7 Million
Healthcare: $23.7 Million
Consumer Defensive: $22.1 Million
Industrials: $16.1 Million
Other: $12.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $245 Million
  • Prior Value $234 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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