Bell & Brown Wealth Advisors, LLC Portfolio Holdings

Bell & Brown Wealth Advisors, LLC

  • $278 Million
  • Q2 2025

Bell & Brown Wealth Advisors, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $278 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $17.7M, Apple Inc. with a value of $12.8M, Meta Platforms, Inc. with a value of $12.6M, Alphabet Inc. with a value of $10.2M, and Goldman Sachs Group Inc with a value of $10.1M.

Examining the 13F form we can see an increase of $22.8M in the current position value, from $255M to 278M.

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

Portfolio value $278 Million
Technology: $57 Million
Financial Services: $45.7 Million
Consumer Cyclical: $45.2 Million
Communication Services: $32 Million
Energy: $24.8 Million
Consumer Defensive: $24.8 Million
Healthcare: $18.7 Million
Industrials: $17.5 Million
Other: $11.9 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$12.8 Million 4.61% of portfolio
62,340
Q2 2025 Added 0.55%
$1.65T
$12.6 Million 4.53% of portfolio
17,041
Q2 2025 Reduced 1.47%
$1.26T
$10.2 Million 3.68% of portfolio
58,027
Q2 2025 Reduced 1.32%
$249B
$10.1 Million 3.64% of portfolio
14,294
Q2 2025 Reduced 0.92%
$879B
$9.85 Million 3.55% of portfolio
33,983
Q2 2025 Added 0.15%
$699B
$9.8 Million 3.53% of portfolio
12,577
Q2 2025 Reduced 7.84%
$2.3T
$8.33 Million 3.0% of portfolio
37,973
Q2 2025 Reduced 2.68%
$3.77T
$8.05 Million 2.9% of portfolio
16,191
Q2 2025 Reduced 3.81%
$478B
$8.01 Million 2.89% of portfolio
74,309
Q2 2025 Reduced 0.66%
$310B
$7.31 Million 2.63% of portfolio
91,211
Q2 2025 Reduced 0.62%
$216B
$6.66 Million 2.4% of portfolio
53,675
Q2 2025 Added 0.1%
$607B
$6.66 Million 2.4% of portfolio
30,446
Q2 2025 Reduced 1.48%
$416B
$6.19 Million 2.23% of portfolio
6,252
Q2 2025 Reduced 7.95%
$266B
$5.64 Million 2.03% of portfolio
57,686
Q2 2025 Added 0.59%
$247B
$4.68 Million 1.68% of portfolio
14,661
Q2 2025 Reduced 0.14%
$367B
$4.42 Million 1.59% of portfolio
39,013
Q2 2025 Added 0.77%
$1.04T
$4.17 Million 1.5% of portfolio
13,136
Q2 2025 Reduced 0.79%
$232B
$3.92 Million 1.41% of portfolio
26,822
Q2 2025 Reduced 2.94%
$416B
$3.52 Million 1.27% of portfolio
9,611
Q2 2025 Added 0.86%
$217B
$3.45 Million 1.24% of portfolio
43,539
Q2 2025 Reduced 0.3%
$299B
$3.2 Million 1.15% of portfolio
45,285
Q2 2025 Added 1.01%
$232B
$3.13 Million 1.13% of portfolio
10,721
Q2 2025 Reduced 1.52%
$374B
$2.88 Million 1.04% of portfolio
18,067
Q2 2025 Added 1.23%
$207B
$2.63 Million 0.95% of portfolio
19,948
Q2 2025 Added 1.46%
$540B
$1.8 Million 0.65% of portfolio
1,343
Q2 2025 Reduced 3.17%
$426B
$1.12 Million 0.4% of portfolio
7,065
Q2 2025 Added 3.21%
$301B
$1.01 Million 0.36% of portfolio
3,939
Q2 2025 Reduced 3.08%
$1.29T
$771,000 0.28% of portfolio
4,348
Q2 2025 Added 2.38%
$652B
$704,000 0.25% of portfolio
1,450
Q1 2025 Reduced 1.89%
$252B
$637,000 0.23% of portfolio
4,528
Q2 2025 Added 0.51%
$572B
$336,000 0.12% of portfolio
949
Q2 2025 Added 4.63%
$466B
$219,000 0.08% of portfolio
1,439
Q2 2025 Added 7.95%
$405B
$201,000 0.07% of portfolio
4,249
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $278 Million
  • Prior Value $255 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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