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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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