Bell Investment Advisors, Inc Purchases in Q1 2025

Bell Investment Advisors, Inc

  • $538 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.8K
+ 3.04%
$85.29 - $92.57 $921K - $1M
366K $33.3M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
26.1K
+ 2.94%
$44.68 - $46.49 $1.17M - $1.21M
913K $42.3M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
13.1K
+ 0.74%
$23.61 - $24.38 $308K - $318K
1.78M $43.4M
GBIL
Goldman Sachs Access Treasury

ETFs
15.5K
+ 2.81%
$99.85 - $100.19 $1.55M - $1.55M
567K $56.8M
FNDX
Schwab Fundamental U S Large C

ETFs
56.6K
+ 2.72%
$23.03 - $25.01 $1.3M - $1.42M
2.14M $50.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.6K
+ 3.61%
$18.36 - $20.51 $359K - $401K
561K $11.1M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
MMM
3 M CO

Industrials
4.2K
+ 4114.71%
$129.7 - $155.12 $544K - $651K
4.3K $631K
CMF
Ishares California Muni Bond E

ETFs
9.95K
+ 15.49%
$55.93 - $57.47 $556K - $572K
74.2K $4.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.28K
+ 1.49%
$27.01 - $28.54 $143K - $151K
360K $10.1M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
4.21K
+ 122.81%
$37.35 - $43.35 $157K - $183K
7.64K $289K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
743
+ 3.6%
$100.59 - $103.47 $74.7K - $76.9K
21.4K $2.21M
IEMG
Ishares Inc

ETFs
2.37K
+ 1.8%
N/A
134K $7.19M
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.04%
$114.1 - $135.66 $342 - $407
7.09K $938K
VIG
Vanguard Dividend Appreciation

ETFs
480
+ 2.55%
N/A
19.3K $3.52M
ELV
Elevance Health, Inc.

Healthcare
36
+ 3.77%
$365.9 - $436.25 $13.2K - $15.7K
990 $430K
ABBV
Abb Vie Inc.

Healthcare
19
+ 0.92%
$169.2 - $216.66 $3.21K - $4.12K
2.08K $435K
CVX
Chevron Corp

Energy
128
+ 6.84%
$146.71 - $167.97 $18.8K - $21.5K
2K $334K
JNJ
Johnson & Johnson

Healthcare
244
+ 27.98%
$142.06 - $167.7 $34.7K - $40.9K
1.12K $185K
V
Visa Inc.

Financial Services
41
+ 3.55%
$306.92 - $362.71 $12.6K - $14.9K
1.2K $419K
KNTK
Kinetik Holdings Inc.

Energy
786
New
$49.51 - $66.5 $38.9K - $52.3K
786 $40K
MBB
Ishares Tr

ETFs
280
+ 4.45%
$90.37 - $94.08 $25.3K - $26.3K
6.57K $616K
OTIS
Otis Worldwide Corp

Industrials
11
+ 0.31%
$90.77 - $104.01 $998 - $1.14K
3.55K $366K
ABT
Abbott Laboratories

Healthcare
21
+ 1.21%
$111.1 - $140.22 $2.33K - $2.94K
1.75K $232K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.61K
+ 12.08%
$23.32 - $23.84 $37.6K - $38.4K
14.9K $350K
GE
General Electric CO

Industrials
14
+ 1.83%
$168.59 - $212.13 $2.36K - $2.97K
780 $156K
T
At&T Inc.

Communication Services
40
+ 0.84%
$21.56 - $28.28 $862 - $1.13K
4.82K $136K
LLY
Eli Lilly & CO

Healthcare
13
+ 4.13%
$725.72 - $929.72 $9.43K - $12.1K
328 $270K
MDT
Medtronic PLC

Healthcare
243
+ 48.12%
$79.84 - $94.5 $19.4K - $23K
748 $67K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
31
+ 0.78%
$67.08 - $76.14 $2.08K - $2.36K
4.03K $296K
FLGB
Franklin Templeton ETF Tr

ETFs
536
+ 13.33%
$25.73 - $29.17 $13.8K - $15.6K
4.56K $130K
CVS
Cvs Health Corp

Healthcare
248
+ 119.81%
$44.22 - $68.64 $11K - $17K
455 $30K
TMUS
T Mobile Us, Inc.

Communication Services
2
+ 0.5%
$211.3 - $272.83 $423 - $546
400 $106K
VLUE
Ishares Msci Usa Value Factor

ETFs
139
+ 3.99%
$104.89 - $113.56 $14.6K - $15.8K
3.62K $386K
SPOT
Spotify Technology S.A.

Communication Services
1
+ 0.56%
$457.79 - $648.32 $458 - $648
179 $98K
BK
Bank Of New York Mellon Corp

Financial Services
7
+ 0.27%
$75.42 - $88.95 $528 - $623
2.55K $214K
MA
Mastercard Inc

Financial Services
15
+ 3.48%
$504.67 - $576.31 $7.57K - $8.64K
446 $244K
JPM
Jpmorgan Chase & CO

Financial Services
36
+ 2.11%
$225.19 - $279.95 $8.11K - $10.1K
1.74K $426K
XEL
Xcel Energy Inc

Utilities
211
+ 33.98%
$63.37 - $72.1 $13.4K - $15.2K
832 $58K
AMGN
Amgen Inc

Healthcare
8
+ 2.85%
$258.59 - $327.36 $2.07K - $2.62K
289 $90K
CPA
Copa Holdings, S.A.

Industrials
138
+ 19.63%
$85.71 - $98.05 $11.8K - $13.5K
841 $77K
GILD
Gilead Sciences, Inc.

Healthcare
43
+ 9.05%
$89.14 - $117.41 $3.83K - $5.05K
518 $58K
PARA
Paramount Global

Communication Services
1.12K
+ 100.27%
$10.16 - $12.14 $11.4K - $13.6K
2.24K $26K
PLTR
Palantir Technologies Inc.

Technology
55
+ 4.91%
$64.98 - $124.62 $3.57K - $6.85K
1.18K $99K
NFLX
Netflix Inc

Communication Services
3
+ 1.05%
$828.4 - $1058.6 $2.49K - $3.18K
289 $269K
UBER
Uber Technologies, Inc

Technology
71
+ 9.1%
$63.17 - $81.49 $4.49K - $5.79K
851 $62K
CHRD
Oasis Petroleum Inc.

Energy
125
+ 164.47%
$101.34 - $127.78 $12.7K - $16K
201 $22K
PG
Procter & Gamble CO

Consumer Defensive
33
+ 1.09%
$158.56 - $176.26 $5.23K - $5.82K
3.05K $519K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
615
+ 1576.92%
$23.24 - $28.11 $14.3K - $17.3K
654 $15K
Activity Summary
Buys All Purchases 658 New Holdings 71 Increased Positions 587 Sells All Sells 323 Reductions 323 Sold out 0 Options Calls 0 Puts 0
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