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
AMAT
Applied Materials Inc

Technology
42
+ 8.96%
$126.95 - $183.52 $5.33K - $7.71K
511 $93K
PM
Philip Morris International Inc.

Consumer Defensive
102
+ 39.84%
$149.23 - $184.95 $15.2K - $18.9K
358 $65K
MS
Morgan Stanley

Financial Services
73
+ 12.15%
$99.83 - $140.86 $7.29K - $10.3K
674 $94K
UBER
Uber Technologies, Inc

Technology
77
+ 9.05%
$64.62 - $93.3 $4.98K - $7.18K
928 $86K
CEG
Constellation Energy Corp

Utilities
13
+ 8.23%
$170.96 - $322.76 $2.22K - $4.2K
171 $55K
AXP
American Express CO

Financial Services
18
+ 4.77%
$231.39 - $318.98 $4.17K - $5.74K
395 $125K
IYW
Ishares Dj Us Tech ETF

ETFs
143
New
$122.57 - $173.27 $17.5K - $24.8K
143 $24K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
258
New
$81.46 - $94.63 $21K - $24.4K
258 $24K
COF
Capital One Financial Corp

Financial Services
93
+ 86.92%
$150.57 - $212.76 $14K - $19.8K
200 $42K
KLAC
Kla Corp

Technology
9
+ 12.86%
$576.53 - $902.94 $5.19K - $8.13K
79 $70K
SPG
Simon Property Group Inc

Real Estate
146
+ 205.63%
$140.37 - $171.44 $20.5K - $25K
217 $34K
ISRG
Intuitive Surgical Inc

Healthcare
26
+ 15.57%
$451.58 - $565.94 $11.7K - $14.7K
193 $104K
GFS
Globalfoundries Inc.

Technology
576
+ 1107.69%
$30.37 - $40.03 $17.5K - $23.1K
628 $23K
ETN
Eaton Corp PLC

Industrials
10
+ 4.69%
$246.52 - $356.99 $2.47K - $3.57K
223 $79K
ITT
Itt Inc.

Industrials
44
+ 8.68%
$112.67 - $157.95 $4.96K - $6.95K
551 $86K
NOW
Service Now, Inc.

Technology
3
+ 4.23%
$721.65 - $1040.18 $2.16K - $3.12K
74 $76K
V
Visa Inc.

Financial Services
41
+ 3.43%
$308.27 - $373.31 $12.6K - $15.3K
1.24K $439K
TT
Trane Technologies PLC

Industrials
9
+ 5.56%
$315.21 - $437.41 $2.84K - $3.94K
171 $74K
HPE
Hewlett Packard Enterprise CO

Technology
321
+ 12.4%
$12.51 - $20.45 $4.02K - $6.56K
2.91K $59K
BDX
Becton Dickinson & CO

Healthcare
128
+ 474.07%
$165.15 - $226.42 $21.1K - $29K
155 $26K
DGX
Quest Diagnostics Inc

Healthcare
142
+ 80.23%
N/A
319 $43K
SYK
Stryker Corp

Healthcare
11
+ 1.8%
$337.37 - $395.63 $3.71K - $4.35K
623 $246K
ADI
Analog Devices Inc

Technology
29
+ 8.22%
$164.6 - $238.02 $4.77K - $6.9K
382 $90K
IWD
Ishares Russell 1000 Val ETF

ETFs
99
New
$166.82 - $194.23 $16.5K - $19.2K
99 $19K
MU
Micron Technology Inc

Technology
53
+ 14.85%
$64.72 - $127.91 $3.43K - $6.78K
410 $50K
ET
Energy Transfer LP

Energy
1.01K
New
$15.65 - $18.93 $15.8K - $19.1K
1.01K $18K
DASH
Door Dash, Inc.

Communication Services
8
+ 3.27%
$163.16 - $246.51 $1.31K - $1.97K
253 $62K
SNPS
Synopsys Inc

Technology
1
+ 0.5%
$380.9 - $517.66 $381 - $518
203 $104K
MGK
Vanguard Mega Cap Growth ETF

ETFs
50
New
$273.67 - $366.17 $13.7K - $18.3K
50 $18K
CDNS
Cadence Design Systems Inc

Technology
10
+ 3.6%
$231.64 - $323.08 $2.32K - $3.23K
288 $88K
CVS
Cvs Health Corp

Healthcare
253
+ 55.6%
$60.04 - $70.18 $15.2K - $17.8K
708 $48K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
262
+ 113.91%
$46.22 - $57.51 $12.1K - $15.1K
492 $28K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
36
+ 1.71%
$55.54 - $69.09 $2K - $2.49K
2.14K $147K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11
+ 4.82%
$141.37 - $228.57 $1.56K - $2.51K
239 $54K
BSX
Boston Scientific Corp

Healthcare
131
+ 27.99%
$89.7 - $107.41 $11.8K - $14.1K
599 $64K
PDFS
Pdf Solutions Inc

Technology
761
New
$16.41 - $21.44 $12.5K - $16.3K
761 $16K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
85
+ 0.22%
$85.42 - $94.39 $7.26K - $8.02K
38.5K $3.61M
CWK
Cushman & Wakefield PLC

Real Estate
1.5K
+ 720.67%
$7.9 - $11.13 $11.8K - $16.7K
1.71K $18K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
63
+ 43.45%
$49.95 - $128.54 $3.15K - $8.1K
208 $25K
DELL
Dell Technologies Inc.

Technology
37
+ 12.05%
$71.63 - $125.98 $2.65K - $4.66K
344 $42K
VST
Vistra Corp.

Utilities
26
+ 19.85%
$98.07 - $195.04 $2.55K - $5.07K
157 $30K
PFE
Pfizer Inc

Healthcare
823
+ 21.5%
$21.59 - $24.84 $17.8K - $20.4K
4.65K $112K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
461
New
$26.99 - $33.86 $12.4K - $15.6K
461 $15K
NET
Cloudflare, Inc.

Technology
25
+ 19.84%
$97.08 - $195.83 $2.43K - $4.9K
151 $29K
KEX
Kirby Corp

Industrials
114
+ 67.06%
$87.32 - $114.99 $9.95K - $13.1K
284 $32K
WDC
Western Digital Corp

Technology
172
+ 150.88%
$30.54 - $63.99 $5.25K - $11K
286 $18K
DIS
Walt Disney CO

Communication Services
40
+ 10.96%
$81.72 - $124.01 $3.27K - $4.96K
405 $50K
DEO
Diageo PLC

Consumer Defensive
142
+ 94.67%
$99.86 - $115.75 $14.2K - $16.4K
292 $29K
POR
Portland General Electric CO

Utilities
370
+ 80.61%
$39.96 - $44.75 $14.8K - $16.6K
829 $33K
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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