Bell & Brown Wealth Advisors, LLC Incresed Positions in Q3 2024

Bell & Brown Wealth Advisors, LLC

  • $256 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.29K
+ 1.83%
$57.22 - $80.08 $74K - $104K
72K $5.62M
AAPL
Apple Inc.

Technology
395
+ 0.64%
$207.23 - $234.82 $81.9K - $92.8K
62.3K $14.5M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.46K
+ 3.99%
$72.18 - $107.33 $106K - $157K
38.1K $4.05M
SBUX
Starbucks Corp

Consumer Cyclical
197
+ 0.42%
$72.51 - $98.6 $14.3K - $19.4K
46.9K $4.57M
AVGO
Broadcom Inc.

Technology
72.8K
+ 893.46%
$136.27 - $1745.86 $9.92M - $127M
80.9K $14M
GS
Goldman Sachs Group Inc

Financial Services
53
+ 0.37%
$459.02 - $510.25 $24.3K - $27K
14.4K $7.12M
HD
Home Depot, Inc.

Consumer Cyclical
160
+ 1.77%
$333.64 - $405.2 $53.4K - $64.8K
9.22K $3.74M
RTX
Raytheon Technologies Corp

Industrials
66
+ 0.25%
$99.55 - $123.34 $6.57K - $8.14K
26.3K $3.19M
MCD
Mcdonalds Corp

Consumer Cyclical
116
+ 1.15%
$245.82 - $304.51 $28.5K - $35.3K
10.2K $3.12M
NKE
Nike, Inc.

Consumer Cyclical
497
+ 1.72%
$71.09 - $89.44 $35.3K - $44.5K
29.4K $2.6M
COST
Costco Wholesale Corp

Consumer Defensive
144
+ 2.2%
$801.83 - $917.05 $115K - $132K
6.69K $5.93M
KO
Coca Cola CO

Consumer Defensive
292
+ 0.7%
$62.69 - $73.01 $18.3K - $21.3K
42.1K $3.02M
DD
Du Pont De Nemours, Inc.

Basic Materials
651
+ 1.91%
$77.22 - $89.49 $50.3K - $58.3K
34.8K $3.1M
WSM
Williams Sonoma Inc

Consumer Cyclical
16.3K
+ 95.14%
$128.47 - $280.94 $2.09M - $4.57M
33.4K $5.17M
JPM
Jpmorgan Chase & CO

Financial Services
78
+ 0.23%
$194.9 - $224.8 $15.2K - $17.5K
34K $7.16M
LOW
Lowes Companies Inc

Consumer Cyclical
45
+ 0.82%
$213.3 - $270.78 $9.6K - $12.2K
5.52K $1.49M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
572
+ 4.32%
$320.55 - $412.94 $183K - $236K
13.8K $5.38M
TGT
Target Corp

Consumer Defensive
758
+ 4.57%
$133.47 - $159.25 $101K - $121K
17.4K $2.7M
PG
Procter & Gamble CO

Consumer Defensive
300
+ 1.81%
$160.76 - $177.82 $48.2K - $53.3K
16.9K $2.92M
XOM
Exxon Mobil Corp

Energy
174
+ 0.24%
$109.72 - $119.0 $19.1K - $20.7K
73.5K $8.61M
PEP
Pepsico Inc

Consumer Defensive
351
+ 2.01%
$161.9 - $179.3 $56.8K - $62.9K
17.8K $3.03M
KMB
Kimberly Clark Corp

Consumer Defensive
399
+ 2.62%
$135.05 - $148.35 $53.9K - $59.2K
15.6K $2.22M
AMGN
Amgen Inc

Healthcare
49
+ 0.5%
$309.38 - $337.38 $15.2K - $16.5K
9.84K $3.17M
DOW
Dow Inc.

Basic Materials
675
+ 1.58%
$50.15 - $55.41 $33.9K - $37.4K
43.5K $2.38M
MS
Morgan Stanley

Financial Services
29
+ 0.66%
$92.07 - $106.96 $2.67K - $3.1K
4.46K $464K
C
Citigroup Inc

Financial Services
459
+ 1.71%
$56.11 - $67.61 $25.8K - $31K
27.3K $1.71M
NVDA
Nvidia Corp

Technology
185
+ 2.12%
$98.91 - $134.91 $18.3K - $25K
8.93K $1.08M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.5K
+ 12.56%
$11.03 - $18.11 $16.5K - $27.2K
13.4K $150K
GOOG
Alphabet Inc.

Communication Services
2
+ 0.05%
$149.54 - $192.66 $299 - $385
4.1K $685K
IBRX
Immunity Bio, Inc.

Healthcare
2.5K
+ 7.27%
$3.32 - $6.7 $8.3K - $16.8K
36.9K $136K
DIS
Walt Disney CO

Communication Services
751
+ 1.47%
$85.6 - $98.61 $64.3K - $74.1K
52K $5M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
115
+ 1.87%
$233.4 - $302.36 $26.8K - $34.8K
6.28K $1.7M
CVX
Chevron Corp

Energy
555
+ 2.11%
$137.88 - $161.97 $76.5K - $89.9K
26.9K $3.96M
AMZN
Amazon Com Inc

Consumer Cyclical
143
+ 0.37%
$161.02 - $200.0 $23K - $28.6K
38.7K $7.21M
MRK
Merck & Co., Inc.

Healthcare
1.44K
+ 3.53%
$111.15 - $128.97 $160K - $186K
42.2K $4.79M
WFC
Wells Fargo & Company

Financial Services
135
+ 0.15%
$51.58 - $60.97 $6.96K - $8.23K
92.8K $5.24M
OXY
Occidental Petroleum Corp

Energy
50
+ 0.11%
$49.91 - $63.73 $2.5K - $3.19K
44.1K $2.28M
VLO
Valero Energy Corp

Energy
967
+ 2.39%
$132.81 - $163.48 $128K - $158K
41.4K $5.59M
BA
Boeing CO

Industrials
252
+ 0.68%
$152.04 - $190.6 $38.3K - $48K
37.2K $5.66M
QCOM
Qualcomm Inc

Technology
251
+ 0.57%
$156.12 - $209.64 $39.2K - $52.6K
44.6K $7.58M
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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