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
ALB
Albemarle Corp

Basic Materials
1
+ 0.85%
$69.95 - $97.49 $70 - $97.5
118 $8K
CAG
Conagra Brands Inc.

Consumer Defensive
14
+ 0.99%
$23.9 - $27.67 $335 - $387
1.42K $37K
SYF
Synchrony Financial

Financial Services
17
+ 7.66%
$51.9 - $70.63 $882 - $1.2K
239 $12K
CIEN
Ciena Corp

Technology
7
+ 8.05%
$60.43 - $98.18 $423 - $687
94 $5K
PWR
Quanta Services, Inc.

Industrials
2
+ 5.26%
$236.71 - $358.03 $473 - $716
40 $10K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4
+ 10.26%
$283.06 - $421.16 $1.13K - $1.68K
43 $12K
PYPL
Pay Pal Holdings, Inc.

Financial Services
14
+ 8.14%
$65.15 - $91.81 $912 - $1.29K
186 $12K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
5
+ 8.06%
$96.88 - $148.78 $484 - $744
67 $6K
ON
On Semiconductor Corp

Technology
15
+ 15.31%
$40.69 - $64.51 $610 - $968
113 $4K
ALK
Alaska Air Group, Inc.

Industrials
9
+ 6.0%
$49.22 - $76.6 $443 - $689
159 $7K
M
Macy'S, Inc.

Consumer Cyclical
39
+ 7.1%
$12.56 - $16.82 $490 - $656
588 $7K
CARG
Car Gurus, Inc.

Communication Services
16
+ 5.14%
$28.82 - $40.55 $461 - $649
327 $9K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
11
+ 21.15%
$75.72 - $160.92 $833 - $1.77K
63 $4K
MOD
Modine Manufacturing CO

Consumer Cyclical
7
+ 9.86%
$76.06 - $142.68 $532 - $999
78 $5K
NYF
Ishares New York Muni Bond ETF

ETFs
42
+ 0.48%
$52.33 - $53.92 $2.2K - $2.26K
8.86K $466K
UPWK
Upwork, Inc

Industrials
32
+ 2.56%
$12.34 - $17.44 $395 - $558
1.28K $16K
CEG
Constellation Energy Corp

Utilities
1
+ 0.64%
$201.63 - $347.44 $202 - $347
158 $31K
VTRS
Viatris Inc

Healthcare
19
+ 1.71%
$8.68 - $12.42 $165 - $236
1.13K $9K
GS
Goldman Sachs Group Inc

Financial Services
4
+ 1.83%
$524.81 - $672.19 $2.1K - $2.69K
223 $121K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4
+ 0.17%
$91.76 - $103.26 $367 - $413
2.33K $215K
GM
General Motors CO

Consumer Cyclical
19
+ 2.23%
$45.22 - $54.92 $859 - $1.04K
870 $40K
META
Meta Platforms, Inc.

Communication Services
8
+ 1.11%
$576.36 - $736.67 $4.61K - $5.89K
728 $419K
COIN
Coinbase Global, Inc.

Technology
15
+ 15.96%
$172.23 - $301.3 $2.58K - $4.52K
109 $18K
PNC
Pnc Financial Services Group, Inc.

Financial Services
6
+ 1.78%
$168.84 - $202.89 $1.01K - $1.22K
344 $60K
BX
Blackstone Inc.

Financial Services
7
+ 3.5%
$136.53 - $186.74 $956 - $1.31K
207 $28K
USB
Us Bancorp \De\

Financial Services
2
+ 0.18%
$40.92 - $50.9 $81.8 - $102
1.1K $46K
DHR
Danaher Corp

Healthcare
10
+ 3.37%
$201.62 - $250.59 $2.02K - $2.51K
307 $62K
PANW
Palo Alto Networks Inc

Technology
6
+ 1.09%
$167.82 - $208.28 $1.01K - $1.25K
556 $94K
ITT
Itt Inc.

Industrials
8
+ 1.6%
$128.71 - $153.88 $1.03K - $1.23K
507 $65K
WST
West Pharmaceutical Services Inc

Healthcare
3
+ 4.05%
$199.11 - $347.87 $597 - $1.04K
77 $17K
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 1.71%
$347.25 - $424.87 $2.43K - $2.97K
416 $152K
EVR
Evercore Inc.

Financial Services
3
+ 2.73%
$190.28 - $291.27 $571 - $874
113 $22K
ROK
Rockwell Automation, Inc

Industrials
4
+ 1.36%
$255.29 - $303.75 $1.02K - $1.22K
298 $76K
AXP
American Express CO

Financial Services
4
+ 1.07%
$255.39 - $325.87 $1.02K - $1.3K
377 $101K
CAT
Caterpillar Inc

Industrials
7
+ 1.88%
$326.75 - $407.63 $2.29K - $2.85K
379 $124K
VBR
Vanguard Small Cap Value ETF

ETFs
85
+ 3.79%
$183.02 - $207.75 $15.6K - $17.7K
2.33K $433K
SNPS
Synopsys Inc

Technology
2
+ 1.0%
$428.58 - $551.54 $857 - $1.1K
202 $86K
ETN
Eaton Corp PLC

Industrials
2
+ 0.95%
$271.83 - $371.23 $544 - $742
213 $57K
APP
App Lovin Corp

Technology
3
+ 1.0%
$238.08 - $510.13 $714 - $1.53K
302 $80K
MRK
Merck & Co., Inc.

Healthcare
84
+ 3.2%
$83.01 - $101.02 $6.97K - $8.49K
2.71K $242K
NOW
Service Now, Inc.

Technology
1
+ 1.43%
$783.83 - $1170.39 $784 - $1.17K
71 $56K
EMR
Emerson Electric CO

Industrials
5
+ 0.37%
$108.64 - $131.17 $543 - $656
1.37K $150K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7
+ 0.09%
$24.91 - $29.02 $174 - $203
7.8K $195K
KEYS
Keysight Technologies, Inc.

Technology
3
+ 0.15%
$148.16 - $185.11 $444 - $555
2.06K $308K
MRVL
Marvell Technology, Inc.

Technology
29
+ 5.82%
$61.57 - $126.06 $1.79K - $3.66K
527 $32K
ORCL
Oracle Corp

Technology
24
+ 2.19%
$139.81 - $186.47 $3.36K - $4.48K
1.12K $156K
CRM
Salesforce, Inc.

Technology
2
+ 0.43%
$268.36 - $359.95 $537 - $720
462 $123K
CARR
Carrier Global Corp

Industrials
30
+ 0.44%
$62.07 - $70.55 $1.86K - $2.12K
6.83K $433K
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.06%
$253.32 - $282.66 $507 - $565
3.56K $914K
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
Track This Portfolio

Track Bell Investment Advisors, Inc Portfolio

Follow Bell Investment Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bell Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bell Investment Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email