Bell & Brown Wealth Advisors, LLC Incresed Positions in Q1 2025

Bell & Brown Wealth Advisors, LLC

  • $255 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
199
+ 0.52%
$80.53 - $147.57 $16K - $29.4K
38.7K $5.12M
UBER
Uber Technologies, Inc

Technology
13.5K
+ 82.4%
$63.17 - $81.49 $856K - $1.1M
30K $2.19M
XOM
Exxon Mobil Corp

Energy
509
+ 0.69%
$105.44 - $118.93 $53.7K - $60.5K
74.8K $8.9M
GLD
Spdr Gold Trust

ETFs
423
+ 2.89%
$243.19 - $288.14 $103K - $122K
15.1K $4.34M
OXY
Occidental Petroleum Corp

Energy
15.4K
+ 21.86%
$45.45 - $52.7 $698K - $809K
85.6K $4.23M
CVX
Chevron Corp

Energy
703
+ 2.5%
$146.71 - $167.97 $103K - $118K
28.9K $4.83M
AMGN
Amgen Inc

Healthcare
445
+ 4.26%
$258.59 - $327.36 $115K - $146K
10.9K $3.39M
RTX
Raytheon Technologies Corp

Industrials
531
+ 1.96%
$114.1 - $135.66 $60.6K - $72K
27.6K $3.66M
VLO
Valero Energy Corp

Energy
903
+ 2.15%
$121.76 - $142.99 $110K - $129K
42.8K $5.66M
CE
Celanese Corp

Basic Materials
10.1K
+ 152.23%
$47.02 - $74.12 $473K - $745K
16.7K $945K
WMB
Williams Companies, Inc.

Energy
2.96K
+ 6.11%
$54.02 - $61.09 $160K - $181K
51.4K $3.07M
SBUX
Starbucks Corp

Consumer Cyclical
689
+ 1.45%
$91.75 - $115.81 $63.2K - $79.8K
48.2K $4.73M
MCD
Mcdonalds Corp

Consumer Cyclical
338
+ 3.2%
$279.74 - $321.29 $94.6K - $109K
10.9K $3.4M
KMB
Kimberly Clark Corp

Consumer Defensive
608
+ 3.68%
$124.46 - $147.4 $75.7K - $89.6K
17.1K $2.44M
BMY
Bristol Myers Squibb CO

Healthcare
1.35K
+ 3.27%
$53.9 - $63.11 $72.9K - $85.3K
42.7K $2.6M
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 0.16%
$890.62 - $1076.86 $9.8K - $11.8K
6.79K $6.42M
PEP
Pepsico Inc

Consumer Defensive
1.43K
+ 7.83%
$142.64 - $156.42 $204K - $223K
19.7K $2.95M
C
Citigroup Inc

Financial Services
1.89K
+ 6.52%
$67.23 - $84.63 $127K - $160K
30.8K $2.19M
GE
General Electric CO

Industrials
11
+ 0.27%
$168.59 - $212.13 $1.85K - $2.33K
4.06K $813K
PG
Procter & Gamble CO

Consumer Defensive
487
+ 2.81%
$158.56 - $176.26 $77.2K - $85.8K
17.8K $3.04M
QCOM
Qualcomm Inc

Technology
700
+ 1.56%
$151.94 - $175.86 $106K - $123K
45.6K $7M
IBRX
Immunity Bio, Inc.

Healthcare
17.3K
+ 41.79%
$2.32 - $3.9 $40.1K - $67.5K
58.7K $176K
CRWD
Crowd Strike Holdings, Inc.

Technology
150
+ 15.0%
$308.86 - $455.36 $46.3K - $68.3K
1.15K $405K
V
Visa Inc.

Financial Services
53
+ 6.21%
$306.92 - $362.71 $16.3K - $19.2K
907 $317K
WMT
Walmart Inc.

Consumer Defensive
2.07K
+ 3.74%
$84.5 - $105.05 $175K - $217K
57.3K $5.03M
DD
Du Pont De Nemours, Inc.

Basic Materials
855
+ 2.42%
$72.7 - $84.32 $62.2K - $72.1K
36.1K $2.7M
Teekay Corporation LTD
7.83K
+ 4.08%
N/A
200K $0
DFS
Discover Financial Services

Financial Services
60
+ 0.34%
$152.99 - $203.25 $9.18K - $12.2K
17.7K $3.01M
MS
Morgan Stanley

Financial Services
22
+ 0.49%
$111.68 - $141.08 $2.46K - $3.1K
4.51K $525K
LOW
Lowes Companies Inc

Consumer Cyclical
25
+ 0.46%
$222.66 - $268.42 $5.57K - $6.71K
5.49K $1.28M
HD
Home Depot, Inc.

Consumer Cyclical
236
+ 2.54%
$347.25 - $424.87 $82K - $100K
9.53K $3.49M
GOOG
Alphabet Inc.

Communication Services
2
+ 0.05%
$156.06 - $207.71 $312 - $415
4.25K $663K
BA
Boeing CO

Industrials
307
+ 0.85%
$148.15 - $186.25 $45.5K - $57.2K
36.6K $6.24M
NKE
Nike, Inc.

Consumer Cyclical
2.48K
+ 8.39%
$63.29 - $81.72 $157K - $202K
32K $2.03M
MRK
Merck & Co., Inc.

Healthcare
507
+ 1.17%
$83.01 - $101.02 $42.1K - $51.2K
43.7K $3.92M
AXP
American Express CO

Financial Services
95
+ 0.65%
$255.39 - $325.87 $24.3K - $31K
14.7K $3.95M
TGT
Target Corp

Consumer Defensive
1.34K
+ 7.57%
$103.65 - $142.5 $139K - $191K
19K $1.98M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
158
+ 2.46%
$283.06 - $421.16 $44.7K - $66.5K
6.59K $1.86M
DIS
Walt Disney CO

Communication Services
679
+ 1.28%
$96.87 - $114.0 $65.8K - $77.4K
53.6K $5.29M
ORCL
Oracle Corp

Technology
1.22K
+ 4.1%
$139.81 - $186.47 $170K - $227K
30.9K $4.32M
FDX
Fedex Corp

Industrials
492
+ 2.45%
$230.33 - $281.53 $113K - $139K
20.6K $5.02M
MSFT
Microsoft Corp

Technology
75
+ 0.45%
$375.39 - $447.2 $28.2K - $33.5K
16.8K $6.32M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
383
+ 2.73%
$314.47 - $431.35 $120K - $165K
14.4K $5.29M
PYPL
Pay Pal Holdings, Inc.

Financial Services
929
+ 1.3%
$65.15 - $91.81 $60.5K - $85.3K
72.6K $4.74M
AAPL
Apple Inc.

Technology
240
+ 0.39%
$209.68 - $247.1 $50.3K - $59.3K
62K $13.8M
Activity Summary
Buys All Purchases 47 New Holdings 1 Increased Positions 46 Sells All Sells 22 Reductions 19 Sold out 3 Options Calls 0 Puts 0
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