Bell Investment Advisors, Inc has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $538 Million distributed in 1904 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs Access Treasury with a value of $56.8M, Schwab Fundamental U S Large C with a value of $50.6M, Flexshares Tr Iboxx 3 Yr Targe with a value of $43.4M, Vanguard Mortg Backed Sec ETF with a value of $42.3M, and Ishares Barclays 20+ Year Trea with a value of $33.3M.

Examining the 13F form we can see an increase of $5.6M in the current position value, from $533M to 538M.

Bell Investment Advisors, Inc is based out at Oakland, CA

Below you can find more details about Bell Investment Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $538 Million
ETFs: $496 Million
Technology: $13.8 Million
Financial Services: $5.44 Million
Industrials: $5.22 Million
Communication Services: $5.21 Million
Healthcare: $4.41 Million
Consumer Cyclical: $2.99 Million
Consumer Defensive: $2.19 Million
Other: $3.08 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,904
  • Current Value $538 Million
  • Prior Value $533 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 71 stocks
  • Additional Purchases 587 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 323 stocks
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