Bell & Brown Wealth Advisors, LLC Portfolio Holdings

Bell & Brown Wealth Advisors, LLC

  • $255 Million
  • Q1 2025

Bell & Brown Wealth Advisors, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $255 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.8M, Broadcom Inc. with a value of $11.6M, Eli Lilly & CO with a value of $11.3M, Meta Platforms, Inc. with a value of $9.97M, and Alphabet Inc. with a value of $9.09M.

Examining the 13F form we can see an decrease of $12.3M in the current position value, from $267M to 255M. Also it can be appreciated an additional of 1 stocks purchases and 3 closed positions.

Below you can find more details about Bell & Brown Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $255 Million
Technology: $46.3 Million
Consumer Cyclical: $43.1 Million
Financial Services: $38.3 Million
Energy: $26.7 Million
Communication Services: $26.5 Million
Consumer Defensive: $25.1 Million
Healthcare: $21.6 Million
Industrials: $16 Million
Other: $11.3 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$106B
$4.34 Million 1.7% of portfolio
15,079
Q1 2025 Added 2.89%
$0
$226,000 0.09% of portfolio
484
Q1 2025 Reduced 6.02%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $255 Million
  • Prior Value $267 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 46 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 19 stocks
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