Bell Investment Advisors, Inc Incresed Positions in Q2 2025

Bell Investment Advisors, Inc

  • $574 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
PLTR
Palantir Technologies Inc.

Technology
31
+ 2.64%
$74.01 - $144.25 $2.29K - $4.47K
1.21K $164K
VZ
Verizon Communications Inc

Communication Services
1.47K
+ 79.39%
$41.67 - $45.62 $61.2K - $67K
3.32K $143K
BMY
Bristol Myers Squibb CO

Healthcare
1.32K
+ 252.1%
$44.12 - $59.6 $58.3K - $78.7K
1.85K $85K
GS
Goldman Sachs Group Inc

Financial Services
24
+ 10.76%
$462.22 - $707.75 $11.1K - $17K
247 $174K
PANW
Palo Alto Networks Inc

Technology
165
+ 29.68%
$152.44 - $204.64 $25.2K - $33.8K
721 $147K
IBM
International Business Machines Corp

Technology
98
+ 24.08%
$221.03 - $294.78 $21.7K - $28.9K
505 $148K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4
+ 0.17%
$82.32 - $112.47 $329 - $450
2.33K $262K
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
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
54
+ 1.34%
$65.84 - $80.81 $3.56K - $4.36K
4.08K $326K
WMT
Walmart Inc.

Consumer Defensive
158
+ 11.12%
$81.79 - $99.98 $12.9K - $15.8K
1.58K $154K
BAC
Bank Of America Corp

Financial Services
461
+ 30.79%
$34.39 - $47.46 $15.9K - $21.9K
1.96K $92K
FLGB
Franklin Templeton ETF Tr

ETFs
640
+ 14.04%
$25.34 - $31.3 $16.2K - $20K
5.2K $159K
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
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
VLUE
Ishares Msci Usa Value Factor

ETFs
24
+ 0.66%
$93.5 - $113.21 $2.24K - $2.72K
3.65K $412K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 5.88%
$4164.15 - $5789.24 $4.16K - $5.79K
18 $104K
APP
App Lovin Corp

Technology
2
+ 0.66%
$219.37 - $417.89 $439 - $836
304 $106K
PM
Philip Morris International Inc.

Consumer Defensive
102
+ 39.84%
$149.23 - $184.95 $15.2K - $18.9K
358 $65K
AMAT
Applied Materials Inc

Technology
42
+ 8.96%
$126.95 - $183.52 $5.33K - $7.71K
511 $93K
MS
Morgan Stanley

Financial Services
73
+ 12.15%
$99.83 - $140.86 $7.29K - $10.3K
674 $94K
AXP
American Express CO

Financial Services
18
+ 4.77%
$231.39 - $318.98 $4.17K - $5.74K
395 $125K
CEG
Constellation Energy Corp

Utilities
13
+ 8.23%
$170.96 - $322.76 $2.22K - $4.2K
171 $55K
UBER
Uber Technologies, Inc

Technology
77
+ 9.05%
$64.62 - $93.3 $4.98K - $7.18K
928 $86K
COF
Capital One Financial Corp

Financial Services
93
+ 86.92%
$150.57 - $212.76 $14K - $19.8K
200 $42K
SPG
Simon Property Group Inc

Real Estate
146
+ 205.63%
$140.37 - $171.44 $20.5K - $25K
217 $34K
KLAC
Kla Corp

Technology
9
+ 12.86%
$576.53 - $902.94 $5.19K - $8.13K
79 $70K
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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