Bell & Brown Wealth Advisors, LLC Portfolio Holdings
Bell & Brown Wealth Advisors, LLC
- $256 Million
- Q3 2024
Bell & Brown Wealth Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $256 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.5M, Broadcom Inc. with a value of $14M, Eli Lilly & CO with a value of $13.2M, Meta Platforms, Inc. with a value of $10.2M, and Alphabet Inc. with a value of $9.81M.
Examining the 13F form we can see an increase of $11M in the current position value, from $245M to 256M.
Below you can find more details about Bell & Brown Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$256 Million
Technology: $49.9 Million
Consumer Cyclical: $42.8 Million
Financial Services: $34.7 Million
Communication Services: $27 Million
Energy: $24.6 Million
Consumer Defensive: $24.3 Million
Healthcare: $23.6 Million
Industrials: $15.2 Million
Other: $13.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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