Bell & Brown Wealth Advisors, LLC Purchases in Q2 2025

Bell & Brown Wealth Advisors, LLC

  • $278 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COF
Capital One Financial Corp

Financial Services
17.5K
New
$150.57 - $212.76 $2.64M - $3.72M
17.5K $3.72M
JPM
Jpmorgan Chase & CO

Financial Services
52
+ 0.15%
$210.28 - $289.91 $10.9K - $15.1K
34K $9.85M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
45
+ 0.31%
$328.01 - $475.68 $14.8K - $21.4K
14.5K $6.77M
DIS
Walt Disney CO

Communication Services
51
+ 0.1%
$81.72 - $124.01 $4.17K - $6.32K
53.7K $6.66M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.28K
+ 1.77%
$57.41 - $74.81 $73.7K - $96.1K
73.9K $5.49M
UBER
Uber Technologies, Inc

Technology
60
+ 0.2%
$64.62 - $93.3 $3.88K - $5.6K
30.1K $2.8M
WMT
Walmart Inc.

Consumer Defensive
340
+ 0.59%
$81.79 - $99.98 $27.8K - $34K
57.7K $5.64M
CE
Celanese Corp

Basic Materials
10.5K
+ 63.15%
$37.49 - $59.36 $394K - $624K
27.2K $1.5M
C
Citigroup Inc

Financial Services
156
+ 0.51%
$58.13 - $85.12 $9.07K - $13.3K
31K $2.64M
NVDA
Nvidia Corp

Technology
220
+ 3.21%
$94.31 - $157.99 $20.7K - $34.8K
7.07K $1.12M
BAC
Bank Of America Corp

Financial Services
4.25K
New
$34.39 - $47.46 $146K - $202K
4.25K $201K
WSM
Williams Sonoma Inc

Consumer Cyclical
145
+ 0.47%
$137.62 - $174.44 $20K - $25.3K
31K $5.07M
MS
Morgan Stanley

Financial Services
23
+ 0.51%
$99.83 - $140.86 $2.3K - $3.24K
4.53K $637K
GOOG
Alphabet Inc.

Communication Services
101
+ 2.38%
$146.58 - $180.01 $14.8K - $18.2K
4.35K $771K
HD
Home Depot, Inc.

Consumer Cyclical
82
+ 0.86%
$335.24 - $380.78 $27.5K - $31.2K
9.61K $3.52M
IBRX
Immunity Bio, Inc.

Healthcare
19.1K
+ 32.45%
$1.89 - $3.44 $36K - $65.5K
77.8K $205K
V
Visa Inc.

Financial Services
42
+ 4.63%
$308.27 - $373.31 $12.9K - $15.7K
949 $336K
Teekay Corporation LTD
1.05K
+ 0.53%
N/A
201K $0
Ge Vernova Inc
15
+ 1.87%
N/A
817 $0
JNJ
Johnson & Johnson

Healthcare
106
+ 7.95%
$146.36 - $159.82 $15.5K - $16.9K
1.44K $219K
KO
Coca Cola CO

Consumer Defensive
452
+ 1.01%
$68.37 - $73.9 $30.9K - $33.4K
45.3K $3.2M
TGT
Target Corp

Consumer Defensive
789
+ 4.15%
$88.76 - $105.77 $70K - $83.5K
19.8K $1.95M
PG
Procter & Gamble CO

Consumer Defensive
219
+ 1.23%
$157.66 - $172.39 $34.5K - $37.8K
18.1K $2.88M
DD
Du Pont De Nemours, Inc.

Basic Materials
583
+ 1.61%
$55.13 - $75.25 $32.1K - $43.9K
36.7K $2.52M
KMB
Kimberly Clark Corp

Consumer Defensive
163
+ 0.95%
$126.84 - $145.22 $20.7K - $23.7K
17.3K $2.23M
SBUX
Starbucks Corp

Consumer Cyclical
396
+ 0.82%
$79.69 - $99.41 $31.6K - $39.4K
48.6K $4.45M
AMGN
Amgen Inc

Healthcare
237
+ 2.17%
$262.28 - $309.85 $62.2K - $73.4K
11.1K $3.11M
PEP
Pepsico Inc

Consumer Defensive
288
+ 1.46%
$128.02 - $151.37 $36.9K - $43.6K
19.9K $2.63M
OXY
Occidental Petroleum Corp

Energy
1.36K
+ 1.59%
$36.11 - $49.33 $49.2K - $67.2K
87K $3.65M
CVX
Chevron Corp

Energy
555
+ 1.92%
$133.73 - $168.51 $74.2K - $93.5K
29.4K $4.21M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
297
+ 0.77%
$99.37 - $134.05 $29.5K - $39.8K
39K $4.42M
AAPL
Apple Inc.

Technology
339
+ 0.55%
$172.42 - $223.89 $58.5K - $75.9K
62.3K $12.8M
Activity Summary
Buys All Purchases 33 New Holdings 2 Increased Positions 31 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 1
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