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 Market Cap. of $200 Billions or more
