Bell & Brown Wealth Advisors, LLC Sells in Q2 2025

Bell & Brown Wealth Advisors, LLC

  • $278 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-1.07K
- 7.84%
$713.71 - $898.95 $764K - $962K
12.6K $9.8M
XOM
Exxon Mobil Corp

Energy
-491
- 0.66%
$99.93 - $119.04 $49.1K - $58.4K
74.3K $8.01M
BMY
Bristol Myers Squibb CO

Healthcare
-205
- 0.48%
$44.12 - $59.6 $9.04K - $12.2K
42.5K $1.97M
MRK
Merck & Co., Inc.

Healthcare
-129
- 0.3%
$73.47 - $87.12 $9.48K - $11.2K
43.5K $3.45M
FDX
Fedex Corp

Industrials
-103
- 0.5%
$198.07 - $245.17 $20.4K - $25.3K
20.5K $4.65M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-7
- 0.11%
$225.56 - $335.19 $1.58K - $2.35K
6.58K $1.56M
MCD
Mcdonalds Corp

Consumer Cyclical
-165
- 1.52%
$285.55 - $321.23 $47.1K - $53K
10.7K $3.13M
COST
Costco Wholesale Corp

Consumer Defensive
-540
- 7.95%
$908.13 - $1056.85 $490K - $571K
6.25K $6.19M
DOW
Dow Inc.

Basic Materials
-231
- 1.35%
$25.81 - $34.89 $5.96K - $8.06K
16.8K $445K
EIX
Edison International

Utilities
-1K
- 19.56%
$48.32 - $59.92 $48.3K - $59.9K
4.11K $212K
LOW
Lowes Companies Inc

Consumer Cyclical
-40
- 0.73%
$210.83 - $235.28 $8.43K - $9.41K
5.45K $1.21M
VLO
Valero Energy Corp

Energy
-183
- 0.43%
$104.69 - $141.77 $19.2K - $25.9K
42.6K $5.73M
WMB
Williams Companies, Inc.

Energy
-100
- 0.19%
$54.33 - $62.87 $5.43K - $6.29K
51.3K $3.22M
CRWD
Crowd Strike Holdings, Inc.

Technology
-6
- 0.52%
$321.63 - $509.31 $1.93K - $3.06K
1.14K $582K
GE
General Electric CO

Industrials
-125
- 3.08%
$166.81 - $257.39 $20.9K - $32.2K
3.94K $1.01M
QCOM
Qualcomm Inc

Technology
-101
- 0.22%
$124.66 - $159.48 $12.6K - $16.1K
45.5K $7.25M
GLD
Spdr Gold Trust

ETFs
-14
- 0.09%
$273.71 - $316.29 $3.83K - $4.43K
15.1K $4.59M
RTX
Raytheon Technologies Corp

Industrials
-812
- 2.94%
$113.75 - $148.48 $92.4K - $121K
26.8K $3.92M
CTVA
Corteva, Inc.

Basic Materials
-640
- 2.42%
$55.52 - $74.53 $35.5K - $47.7K
25.8K $1.92M
NFLX
Netflix Inc

Communication Services
-44
- 3.17%
$855.86 - $1339.13 $37.7K - $58.9K
1.34K $1.8M
WFC
Wells Fargo & Company

Financial Services
-565
- 0.62%
$60.98 - $80.12 $34.5K - $45.3K
91.2K $7.31M
AXP
American Express CO

Financial Services
-20
- 0.14%
$231.39 - $318.98 $4.63K - $6.38K
14.7K $4.68M
TSLA
Tesla, Inc.

Consumer Cyclical
-104
- 0.79%
$221.86 - $362.89 $23.1K - $37.7K
13.1K $4.17M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.05K
- 2.68%
$167.32 - $223.3 $175K - $234K
38K $8.33M
GOOGL
Alphabet Inc.

Communication Services
-779
- 1.32%
$144.7 - $178.6 $113K - $139K
58K $10.2M
BA
Boeing CO

Industrials
-21
- 0.06%
$136.59 - $217.51 $2.87K - $4.57K
36.6K $7.66M
MSFT
Microsoft Corp

Technology
-642
- 3.81%
$354.56 - $497.45 $228K - $319K
16.2K $8.05M
GS
Goldman Sachs Group Inc

Financial Services
-133
- 0.92%
$462.22 - $707.75 $61.5K - $94.1K
14.3K $10.1M
ORCL
Oracle Corp

Technology
-458
- 1.48%
$122.82 - $218.63 $56.3K - $100K
30.4K $6.66M
META
Meta Platforms, Inc.

Communication Services
-254
- 1.47%
$484.66 - $738.09 $123K - $187K
17K $12.6M
AVGO
Broadcom Inc.

Technology
-4.97K
- 7.17%
$146.29 - $275.65 $727K - $1.37M
64.3K $17.7M
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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