Bell & Brown Wealth Advisors, LLC Portfolio Holdings
Bell & Brown Wealth Advisors, LLC
- $234 Million
- Q1 2024
Bell & Brown Wealth Advisors, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $234 Million distributed in 68 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $12M, Broadcom Inc. with a value of $11.1M, Apple Inc. with a value of $10.3M, Alphabet Inc. with a value of $8.91M, and Meta Platforms, Inc. with a value of $8.36M.
Examining the 13F form we can see an increase of $18.2M in the current position value, from $215M to 234M.
Below you can find more details about Bell & Brown Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|