Bell & Brown Wealth Advisors, LLC Incresed Positions in Q1 2024

Bell & Brown Wealth Advisors, LLC

  • $234 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
25.8K
+ 58.97%
$56.13 - $66.99 $1.45M - $1.73M
69.6K $4.66M
DIS
Walt Disney CO

Communication Services
1.71K
+ 3.55%
$89.29 - $122.36 $152K - $209K
49.8K $6.1M
RTX
Raytheon Technologies Corp

Industrials
2.13K
+ 8.87%
$85.02 - $97.53 $181K - $207K
26.1K $2.55M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7.15K
+ 25.08%
$68.05 - $78.23 $487K - $560K
35.7K $2.58M
DFS
Discover Financial Services

Financial Services
70
+ 0.37%
$97.0 - $131.09 $6.79K - $9.18K
18.9K $2.47M
WMT
Walmart Inc.

Consumer Defensive
36.5K
+ 193.21%
$58.61 - $175.86 $2.14M - $6.42M
55.4K $3.34M
CTVA
Corteva, Inc.

Basic Materials
626
+ 2.02%
$44.41 - $57.67 $27.8K - $36.1K
31.6K $1.82M
PG
Procter & Gamble CO

Consumer Defensive
345
+ 2.21%
$147.42 - $162.61 $50.9K - $56.1K
16K $2.59M
CVX
Chevron Corp

Energy
67
+ 0.27%
$141.82 - $157.74 $9.5K - $10.6K
25K $3.95M
KMB
Kimberly Clark Corp

Consumer Defensive
514
+ 3.79%
$118.04 - $129.35 $60.7K - $66.5K
14.1K $1.82M
AMGN
Amgen Inc

Healthcare
696
+ 7.47%
$268.87 - $324.56 $187K - $226K
10K $2.85M
KO
Coca Cola CO

Consumer Defensive
1.13K
+ 3.0%
$58.91 - $61.24 $66.5K - $69.1K
38.8K $2.37M
PEP
Pepsico Inc

Consumer Defensive
159
+ 1.02%
$162.04 - $175.01 $25.8K - $27.8K
15.7K $2.74M
DD
Du Pont De Nemours, Inc.

Basic Materials
121
+ 0.37%
$61.21 - $77.51 $7.41K - $9.38K
32.9K $2.52M
SBUX
Starbucks Corp

Consumer Cyclical
1.08K
+ 2.55%
$90.12 - $97.3 $97K - $105K
43.2K $3.95M
NKE
Nike, Inc.

Consumer Cyclical
2.38K
+ 9.31%
$92.58 - $107.18 $220K - $255K
27.9K $2.62M
TSLA
Tesla, Inc.

Consumer Cyclical
728
+ 6.0%
$162.5 - $248.42 $118K - $181K
12.9K $2.26M
BA
Boeing CO

Industrials
5.76K
+ 18.8%
$179.84 - $251.76 $1.04M - $1.45M
36.4K $7.02M
Activity Summary
Buys All Purchases 19 New Holdings 0 Increased Positions 19 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bell & Brown Wealth Advisors, LLC Portfolio

Follow Bell & Brown Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bell & Brown Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bell & Brown Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email