Bell Investment Advisors, Inc Purchases in Q2 2025

Bell Investment Advisors, Inc

  • $574 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.67K
+ 2.82%
$180.84 - $240.32 $482K - $640K
97.3K $23.4M
FNDF
Schwab Fundamental Intl Large

ETFs
19.3K
+ 2.89%
$32.25 - $40.02 $621K - $770K
685K $27.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
41.3K
+ 4.52%
$45.2 - $46.6 $1.87M - $1.92M
955K $44.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.13K
+ 5.38%
$152.42 - $182.82 $630K - $755K
80.9K $14.8M
IQLT
Ishares Msci Intl Quality Fact

ETFs
18.8K
+ 9.52%
$35.9 - $43.76 $676K - $824K
217K $9.37M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
30.2K
+ 18.17%
$28.17 - $33.34 $851K - $1.01M
196K $6.51M
GBIL
Goldman Sachs Access Treasury

ETFs
13.6K
+ 2.39%
$99.83 - $100.19 $1.35M - $1.36M
580K $58.1M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
21.7K
+ 23.1%
$30.25 - $38.85 $658K - $845K
116K $4.49M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
28.3K
+ 370.6%
$33.13 - $40.67 $938K - $1.15M
36K $1.46M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
9.69K
+ 11.12%
$55.86 - $68.61 $541K - $665K
96.8K $6.64M
NVDA
Nvidia Corp

Technology
1.38K
+ 10.76%
$94.31 - $157.99 $130K - $218K
14.2K $2.24M
TLT
Ishares Barclays 20+ Year Trea

ETFs
21.1K
+ 5.76%
$83.97 - $92.85 $1.77M - $1.96M
387K $34.1M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
30.9K
New
$23.58 - $24.2 $728K - $748K
30.9K $743K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
39.8K
+ 2.23%
$23.96 - $24.41 $953K - $971K
1.82M $44.1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
28.5K
New
$24.54 - $25.07 $700K - $715K
28.5K $714K
CVX
Chevron Corp

Energy
5.27K
+ 263.3%
$133.73 - $168.51 $704K - $887K
7.27K $1.04M
MSFT
Microsoft Corp

Technology
324
+ 7.69%
$354.56 - $497.45 $115K - $161K
4.54K $2.26M
IEMG
Ishares Inc

ETFs
11.4K
+ 8.48%
N/A
146K $7.8M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
12.8K
+ 25.07%
$26.69 - $33.44 $340K - $426K
63.6K $2.09M
META
Meta Platforms, Inc.

Communication Services
457
+ 62.77%
$484.66 - $738.09 $221K - $337K
1.19K $874K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
8.36K
+ 103.71%
$36.01 - $45.69 $301K - $382K
16.4K $750K
SPY
Spdr S&P 500 ETF Trust

ETFs
480
+ 22.06%
$496.48 - $617.85 $238K - $297K
2.66K $1.64M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
9.61K
+ 6.34%
$68.13 - $74.77 $655K - $718K
161K $11.7M
GOOG
Alphabet Inc.

Communication Services
571
+ 4.2%
$146.58 - $180.01 $83.7K - $103K
14.2K $2.51M
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.98K
+ 14.61%
$35.77 - $42.27 $250K - $295K
54.7K $2.31M
VV
Vanguard Large Cap ETF

ETFs
974
+ 27.37%
$228.25 - $285.3 $222K - $278K
4.53K $1.29M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.37K
+ 14.24%
$104.23 - $134.39 $143K - $184K
11K $1.48M
COST
Costco Wholesale Corp

Consumer Defensive
304
+ 198.69%
$908.13 - $1056.85 $276K - $321K
457 $452K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.81K
+ 10.13%
$24.38 - $30.18 $117K - $145K
52.3K $1.58M
ITW
Illinois Tool Works Inc

Industrials
1.06K
+ 1287.8%
$218.41 - $252.43 $231K - $267K
1.14K $281K
VB
Vanguard Small Cap ETF

ETFs
723
+ 12.4%
$193.73 - $237.37 $140K - $172K
6.56K $1.55M
GOOGL
Alphabet Inc.

Communication Services
59
+ 0.63%
$144.7 - $178.6 $8.54K - $10.5K
9.43K $1.66M
AVGO
Broadcom Inc.

Technology
176
+ 12.29%
$146.29 - $275.65 $25.7K - $48.5K
1.61K $443K
AMZN
Amazon Com Inc

Consumer Cyclical
462
+ 13.25%
$167.32 - $223.3 $77.3K - $103K
3.95K $866K
XLK
Technology Sector Spdr

ETFs
500
+ 39.09%
$179.73 - $253.23 $89.9K - $127K
1.78K $450K
INTU
Intuit Inc

Technology
10
+ 1.08%
$544.07 - $787.63 $5.44K - $7.88K
935 $736K
SBUX
Starbucks Corp

Consumer Cyclical
1.84K
+ 473.71%
$79.69 - $99.41 $146K - $183K
2.23K $203K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2.36K
New
$54.28 - $67.95 $128K - $160K
2.36K $160K
VEA
Vanguard Ftse Developed Market

ETFs
753
+ 3.99%
$45.65 - $57.01 $34.4K - $42.9K
19.6K $1.12M
JPM
Jpmorgan Chase & CO

Financial Services
240
+ 13.8%
$210.28 - $289.91 $50.5K - $69.6K
1.98K $573K
ABT
Abbott Laboratories

Healthcare
1.01K
+ 57.85%
$123.95 - $138.08 $126K - $140K
2.76K $375K
GWW
W.W. Grainger, Inc.

Industrials
127
+ 208.2%
$919.93 - $1101.66 $117K - $140K
188 $195K
NFLX
Netflix Inc

Communication Services
9
+ 3.11%
$855.86 - $1339.13 $7.7K - $12.1K
298 $399K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
188
+ 1.05%
$73.0 - $85.5 $13.7K - $16.1K
18.1K $1.52M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.98K
+ 33.28%
$22.4 - $23.8 $111K - $118K
19.9K $474K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
871
+ 95.09%
$101.97 - $126.75 $88.8K - $110K
1.79K $226K
WFC
Wells Fargo & Company

Financial Services
1.16K
+ 41.62%
$60.98 - $80.12 $70.7K - $92.9K
3.94K $315K
IEFA
Ishares Tr

ETFs
1.31K
+ 65300.0%
$67.83 - $84.09 $88.6K - $110K
1.31K $109K
XOM
Exxon Mobil Corp

Energy
1.37K
+ 37.79%
$99.93 - $119.04 $137K - $163K
5K $538K
Activity Summary
Buys All Purchases 880 New Holdings 99 Increased Positions 781 Sells All Sells 417 Reductions 417 Sold out 0 Options Calls 0 Puts 0
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