Bell Investment Advisors, Inc Incresed Positions in Q1 2025

Bell Investment Advisors, Inc

  • $538 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
15
+ 15.96%
$172.23 - $301.3 $2.58K - $4.52K
109 $18K
META
Meta Platforms, Inc.

Communication Services
8
+ 1.11%
$576.36 - $736.67 $4.61K - $5.89K
728 $419K
GM
General Motors CO

Consumer Cyclical
19
+ 2.23%
$45.22 - $54.92 $859 - $1.04K
870 $40K
PNC
Pnc Financial Services Group, Inc.

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

Industrials
8
+ 1.6%
$128.71 - $153.88 $1.03K - $1.23K
507 $65K
BX
Blackstone Inc.

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

Financial Services
2
+ 0.18%
$40.92 - $50.9 $81.8 - $102
1.1K $46K
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
NOW
Service Now, Inc.

Technology
1
+ 1.43%
$783.83 - $1170.39 $784 - $1.17K
71 $56K
MRK
Merck & Co., Inc.

Healthcare
84
+ 3.2%
$83.01 - $101.02 $6.97K - $8.49K
2.71K $242K
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
AMZN
Amazon Com Inc

Consumer Cyclical
65
+ 1.9%
$190.26 - $242.06 $12.4K - $15.7K
3.49K $663K
AVGO
Broadcom Inc.

Technology
6
+ 0.42%
$167.43 - $244.7 $1K - $1.47K
1.43K $239K
NVDA
Nvidia Corp

Technology
459
+ 3.71%
$106.98 - $149.43 $49.1K - $68.6K
12.8K $1.39M
GOOGL
Alphabet Inc.

Communication Services
88
+ 0.95%
$154.33 - $206.19 $13.6K - $18.1K
9.37K $1.45M
GOOG
Alphabet Inc.

Communication Services
3
+ 0.02%
$156.06 - $207.71 $468 - $623
13.6K $2.12M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
445
+ 0.51%
$62.28 - $71.92 $27.7K - $32K
87.1K $5.53M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4
+ 0.0%
$23.16 - $27.04 $92.6 - $108
258K $6.05M
SCHX
Schwab Strategic Tr Us Large C

ETFs
19.8K
+ 2.02%
$21.75 - $24.28 $431K - $481K
999K $22.1M
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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