Bell & Brown Wealth Advisors, LLC Portfolio Holdings

Bell & Brown Wealth Advisors, LLC

  • $303 Million
  • Q3 2025

Bell & Brown Wealth Advisors, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $303 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $20.3M, Apple Inc. with a value of $15.9M, Alphabet Inc. with a value of $13.9M, Meta Platforms, Inc. with a value of $12.3M, and Goldman Sachs Group Inc with a value of $11M.

Examining the 13F form we can see an increase of $25.4M in the current position value, from $278M to 303M.

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

Portfolio value $303 Million
Technology: $66.3 Million
Consumer Cyclical: $51.6 Million
Financial Services: $48 Million
Communication Services: $35 Million
Energy: $27.9 Million
Consumer Defensive: $24.4 Million
Healthcare: $19.1 Million
Industrials: $18.6 Million
Other: $12.1 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$15.9 Million 5.26% of portfolio
62,611
Q3 2025 Added 0.43%
$1.65T
$13.9 Million 4.58% of portfolio
57,035
Q3 2025 Reduced 1.71%
$1.37T
$12.3 Million 4.07% of portfolio
16,794
Q3 2025 Reduced 1.45%
$265B
$11 Million 3.64% of portfolio
13,847
Q3 2025 Reduced 3.13%
$881B
$10.6 Million 3.49% of portfolio
33,538
Q3 2025 Reduced 1.31%
$971B
$9.87 Million 3.26% of portfolio
12,940
Q3 2025 Added 2.89%
$490B
$8.49 Million 2.8% of portfolio
75,299
Q3 2025 Added 1.33%
$593B
$8.44 Million 2.78% of portfolio
30,003
Q3 2025 Reduced 1.46%
$2.39T
$8.36 Million 2.76% of portfolio
38,083
Q3 2025 Added 0.29%
$3.78T
$8.34 Million 2.75% of portfolio
16,107
Q3 2025 Reduced 0.52%
$317B
$7.62 Million 2.51% of portfolio
90,914
Q3 2025 Reduced 0.33%
$418B
$6.97 Million 2.3% of portfolio
39,004
Q3 2025 Reduced 0.02%
$1.29T
$6.06 Million 2.0% of portfolio
13,627
Q3 2025 Added 3.74%
$279B
$5.98 Million 1.97% of portfolio
57,993
Q3 2025 Added 0.53%
$404B
$5.81 Million 1.92% of portfolio
6,281
Q3 2025 Added 0.46%
$255B
$4.9 Million 1.62% of portfolio
14,751
Q3 2025 Added 0.61%
$258B
$4.4 Million 1.45% of portfolio
26,283
Q3 2025 Reduced 2.01%
$367B
$3.87 Million 1.28% of portfolio
9,558
Q3 2025 Reduced 0.55%
$235B
$3.66 Million 1.21% of portfolio
43,655
Q3 2025 Added 0.27%
$224B
$3.28 Million 1.08% of portfolio
10,805
Q3 2025 Added 0.78%
$306B
$2.98 Million 0.98% of portfolio
44,957
Q3 2025 Reduced 0.72%
$204B
$2.84 Million 0.94% of portfolio
20,234
Q3 2025 Added 1.43%
$346B
$2.8 Million 0.92% of portfolio
18,231
Q3 2025 Added 0.91%
$465B
$1.25 Million 0.41% of portfolio
6,697
Q3 2025 Reduced 5.21%
$328B
$1.17 Million 0.38% of portfolio
3,875
Q3 2025 Reduced 1.62%
$1.74T
$1.04 Million 0.34% of portfolio
4,250
Q3 2025 Reduced 2.25%
$662B
$728,000 0.24% of portfolio
1,450
Q1 2025 Reduced 1.89%
$270B
$723,000 0.24% of portfolio
4,550
Q3 2025 Added 0.49%
$533B
$323,000 0.11% of portfolio
949
Q2 2025 Added 4.63%
$522B
$304,000 0.1% of portfolio
1,644
Q3 2025 Added 14.25%
$388B
$259,000 0.09% of portfolio
1,603
Q3 2025 New
$413B
$213,000 0.07% of portfolio
4,146
Q3 2025 Reduced 2.42%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $303 Million
  • Prior Value $278 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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