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
RTX
Raytheon Technologies Corp

Industrials
44
+ 0.62%
$113.75 - $148.48 $5.01K - $6.53K
7.13K $1.04M
ABBV
Abb Vie Inc.

Healthcare
813
+ 39.09%
$170.16 - $206.27 $138K - $168K
2.89K $536K
ORCL
Oracle Corp

Technology
59
+ 5.27%
$122.82 - $218.63 $7.25K - $12.9K
1.18K $257K
TSLA
Tesla, Inc.

Consumer Cyclical
64
+ 5.2%
$221.86 - $362.89 $14.2K - $23.2K
1.3K $411K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
27
+ 0.41%
$102.11 - $124.82 $2.76K - $3.37K
6.66K $831K
JNJ
Johnson & Johnson

Healthcare
555
+ 49.73%
$146.36 - $159.82 $81.2K - $88.7K
1.67K $255K
MA
Mastercard Inc

Financial Services
112
+ 25.11%
$479.92 - $590.74 $53.8K - $66.2K
558 $313K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
13
+ 0.15%
$73.02 - $90.22 $949 - $1.17K
8.82K $787K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.1K
New
$51.16 - $62.02 $56K - $67.9K
1.1K $67K
PLTR
Palantir Technologies Inc.

Technology
31
+ 2.64%
$74.01 - $144.25 $2.29K - $4.47K
1.21K $164K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
2.22K
New
$20.94 - $26.47 $46.5K - $58.7K
2.22K $58K
VONV
Vanguard Russell 1000 Value Et

ETFs
637
New
$73.19 - $85.21 $46.6K - $54.3K
637 $54K
BMY
Bristol Myers Squibb CO

Healthcare
1.32K
+ 252.1%
$44.12 - $59.6 $58.3K - $78.7K
1.85K $85K
PANW
Palo Alto Networks Inc

Technology
165
+ 29.68%
$152.44 - $204.64 $25.2K - $33.8K
721 $147K
GS
Goldman Sachs Group Inc

Financial Services
24
+ 10.76%
$462.22 - $707.75 $11.1K - $17K
247 $174K
GLW
Corning Inc

Technology
912
+ 539.64%
$39.07 - $52.59 $35.6K - $48K
1.08K $56K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4
+ 0.17%
$82.32 - $112.47 $329 - $450
2.33K $262K
IBM
International Business Machines Corp

Technology
98
+ 24.08%
$221.03 - $294.78 $21.7K - $28.9K
505 $148K
PEP
Pepsico Inc

Consumer Defensive
392
+ 135.64%
$128.02 - $151.37 $50.2K - $59.3K
681 $89K
GE
General Electric CO

Industrials
8
+ 1.03%
$166.81 - $257.39 $1.33K - $2.06K
788 $202K
BHP
Bhp Group LTD

Basic Materials
935
+ 1062.5%
$40.22 - $50.88 $37.6K - $47.6K
1.02K $49K
PG
Procter & Gamble CO

Consumer Defensive
491
+ 16.1%
$157.66 - $172.39 $77.4K - $84.6K
3.54K $564K
PDN
Invesco Fd Tr

ETFs
955
+ 69.81%
$30.37 - $38.92 $29K - $37.2K
2.32K $90K
SPOT
Spotify Technology S.A.

Communication Services
5
+ 2.79%
$503.3 - $775.9 $2.52K - $3.88K
184 $141K
AMD
Advanced Micro Devices Inc

Technology
40
+ 4.49%
$78.21 - $143.81 $3.13K - $5.75K
930 $131K
YUM
Yum Brands Inc

Consumer Cyclical
256
+ 169.54%
$138.36 - $161.45 $35.4K - $41.3K
407 $60K
EW
Edwards Lifesciences Corp

Healthcare
434
+ 185.47%
$67.07 - $78.22 $29.1K - $33.9K
668 $52K
IVV
Ishares Core S&P 500 ETF

ETFs
38
+ 20.21%
$498.8 - $620.9 $19K - $23.6K
226 $140K
VGT
Vanguard Information Technolog

ETFs
40
+ 68.97%
$470.37 - $663.28 $18.8K - $26.5K
98 $65K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
109
+ 1.67%
$39.89 - $49.46 $4.35K - $5.39K
6.62K $327K
EMR
Emerson Electric CO

Industrials
7
+ 0.51%
$94.15 - $133.33 $659 - $933
1.38K $183K
HON
Honeywell International Inc

Industrials
111
+ 44.4%
$182.86 - $232.88 $20.3K - $25.8K
361 $84K
HOOD
Robinhood Markets, Inc.

Technology
2
+ 0.34%
$34.17 - $93.63 $68.3 - $187
592 $55K
IWF
Ishares Russell 1000 Gr ETF

ETFs
75
New
$320.42 - $424.58 $24K - $31.8K
75 $31K
BAC
Bank Of America Corp

Financial Services
461
+ 30.79%
$34.39 - $47.46 $15.9K - $21.9K
1.96K $92K
WMT
Walmart Inc.

Consumer Defensive
158
+ 11.12%
$81.79 - $99.98 $12.9K - $15.8K
1.58K $154K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
54
+ 1.34%
$65.84 - $80.81 $3.56K - $4.36K
4.08K $326K
FLGB
Franklin Templeton ETF Tr

ETFs
640
+ 14.04%
$25.34 - $31.3 $16.2K - $20K
5.2K $159K
XLU
Utilities Sector Spdr

ETFs
366
New
$73.09 - $82.77 $26.8K - $30.3K
366 $29K
AXON
Axon Enterprise, Inc.

Industrials
7
+ 9.21%
$497.13 - $827.94 $3.48K - $5.8K
83 $68K
KO
Coca Cola CO

Consumer Defensive
438
+ 17.32%
$68.37 - $73.9 $29.9K - $32.4K
2.97K $209K
CSCO
Cisco Systems, Inc.

Technology
133
+ 6.04%
$53.19 - $69.38 $7.07K - $9.23K
2.34K $162K
SCHW
Schwab Charles Corp

Financial Services
20
+ 1.06%
$69.06 - $91.24 $1.38K - $1.82K
1.9K $173K
VLUE
Ishares Msci Usa Value Factor

ETFs
24
+ 0.66%
$93.5 - $113.21 $2.24K - $2.72K
3.65K $412K
APP
App Lovin Corp

Technology
2
+ 0.66%
$219.37 - $417.89 $439 - $836
304 $106K
APH
Amphenol Corp

Technology
95
+ 19.15%
$59.09 - $98.75 $5.61K - $9.38K
591 $58K
C
Citigroup Inc

Financial Services
98
+ 8.03%
$58.13 - $85.12 $5.7K - $8.34K
1.32K $112K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 5.88%
$4164.15 - $5789.24 $4.16K - $5.79K
18 $104K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
400
New
$61.03 - $67.59 $24.4K - $27K
400 $25K
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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