Bell & Brown Wealth Advisors, LLC Portfolio Holdings

Bell & Brown Wealth Advisors, LLC

  • $255 Million
  • Q1 2025

Bell & Brown Wealth Advisors, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $255 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.8M, Broadcom Inc. with a value of $11.6M, Eli Lilly & CO with a value of $11.3M, Meta Platforms, Inc. with a value of $9.97M, and Alphabet Inc. with a value of $9.09M.

Examining the 13F form we can see an decrease of $12.3M in the current position value, from $267M to 255M. Also it can be appreciated an additional of 1 stocks purchases and 3 closed positions.

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

Portfolio value $255 Million
Technology: $46.3 Million
Consumer Cyclical: $43.1 Million
Financial Services: $38.3 Million
Energy: $26.7 Million
Communication Services: $26.5 Million
Consumer Defensive: $25.1 Million
Healthcare: $21.6 Million
Industrials: $16 Million
Other: $11.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.34T
$13.8 Million 5.4% of portfolio
62,001
Q1 2025 Added 0.39%
$107B
$11.6 Million 4.55% of portfolio
69,305
Q1 2025 Reduced 10.34%
$737B
$11.3 Million 4.42% of portfolio
13,647
Q1 2025 Reduced 7.44%
$1.62T
$9.97 Million 3.91% of portfolio
17,295
Q1 2025 Reduced 2.68%
$1.07T
$9.09 Million 3.57% of portfolio
58,806
Q1 2025 Reduced 1.2%
$455B
$8.9 Million 3.49% of portfolio
74,800
Q1 2025 Added 0.69%
$852B
$8.32 Million 3.27% of portfolio
33,931
Q1 2025 Reduced 0.14%
$241B
$7.88 Million 3.09% of portfolio
14,427
Q1 2025 Reduced 0.09%
$2.25T
$7.42 Million 2.91% of portfolio
39,020
Q1 2025 Reduced 1.02%
$179B
$7 Million 2.75% of portfolio
45,601
Q1 2025 Added 1.56%
$309B
$6.59 Million 2.59% of portfolio
91,776
Q1 2025 Reduced 1.13%
$436B
$6.42 Million 2.52% of portfolio
6,792
Q1 2025 Added 0.16%
$3.67T
$6.32 Million 2.48% of portfolio
16,833
Q1 2025 Added 0.45%
$125B
$6.24 Million 2.45% of portfolio
36,592
Q1 2025 Added 0.85%
$53.2B
$5.66 Million 2.22% of portfolio
42,823
Q1 2025 Added 2.15%
$24.3B
$5.29 Million 2.08% of portfolio
14,437
Q1 2025 Added 2.73%
$302B
$5.12 Million 2.01% of portfolio
38,716
Q1 2025 Added 0.52%
$267B
$5.03 Million 1.98% of portfolio
57,346
Q1 2025 Added 3.74%
$61B
$5.02 Million 1.97% of portfolio
20,573
Q1 2025 Added 2.45%
$10.9B
$4.88 Million 1.91% of portfolio
30,863
Q1 2025 Reduced 3.63%
$285B
$4.83 Million 1.89% of portfolio
28,857
Q1 2025 Added 2.5%
$87.1B
$4.74 Million 1.86% of portfolio
72,601
Q1 2025 Added 1.3%
$109B
$4.73 Million 1.85% of portfolio
48,176
Q1 2025 Added 1.45%
$590B
$4.32 Million 1.7% of portfolio
30,904
Q1 2025 Added 4.1%
$106B
$4.34 Million 1.7% of portfolio
15,079
Q1 2025 Added 2.89%
$39.9B
$4.23 Million 1.66% of portfolio
85,606
Q1 2025 Added 21.86%
$241B
$3.95 Million 1.55% of portfolio
14,681
Q1 2025 Added 0.65%
$207B
$3.92 Million 1.54% of portfolio
43,668
Q1 2025 Added 1.17%
$212B
$3.66 Million 1.44% of portfolio
27,634
Q1 2025 Added 1.96%
$382B
$3.49 Million 1.37% of portfolio
9,529
Q1 2025 Added 2.54%
$950B
$3.43 Million 1.35% of portfolio
13,240
Q1 2025 Reduced 4.6%
$219B
$3.4 Million 1.33% of portfolio
10,886
Q1 2025 Added 3.2%
$155B
$3.39 Million 1.33% of portfolio
10,897
Q1 2025 Added 4.26%
$310B
$3.21 Million 1.26% of portfolio
44,833
Q1 2025 Added 1.8%
$71.6B
$3.07 Million 1.2% of portfolio
51,356
Q1 2025 Added 6.11%
$382B
$3.04 Million 1.19% of portfolio
17,848
Q1 2025 Added 2.81%
$54.7B
$3.01 Million 1.18% of portfolio
17,653
Q1 2025 Added 0.34%
$186B
$2.95 Million 1.16% of portfolio
19,660
Q1 2025 Added 7.83%
$35.8B
$2.7 Million 1.06% of portfolio
36,127
Q1 2025 Added 2.42%
$101B
$2.6 Million 1.02% of portfolio
42,672
Q1 2025 Added 3.27%
$44.4B
$2.44 Million 0.96% of portfolio
17,130
Q1 2025 Added 3.68%
$167B
$2.19 Million 0.86% of portfolio
30,813
Q1 2025 Added 6.52%
$182B
$2.19 Million 0.86% of portfolio
29,991
Q1 2025 Added 82.4%
$92.5B
$2.03 Million 0.8% of portfolio
31,987
Q1 2025 Added 8.39%
$47.8B
$1.98 Million 0.78% of portfolio
18,996
Q1 2025 Added 7.57%
$30B
$1.86 Million 0.73% of portfolio
6,587
Q1 2025 Added 2.46%
$54B
$1.66 Million 0.65% of portfolio
26,421
Q1 2025 Reduced 4.23%
$576B
$1.29 Million 0.51% of portfolio
1,387
Q1 2025 Reduced 1.42%
$142B
$1.28 Million 0.5% of portfolio
5,489
Q1 2025 Added 0.46%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $255 Million
  • Prior Value $267 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 46 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 19 stocks
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