Bell Investment Advisors, Inc New Holdings in Q2 2025

Bell Investment Advisors, Inc

  • $574 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
30.9K
New
$23.58 - $24.2 $728K - $748K
30.9K $743K
SCHR
Schwab Intermediate Term Us Tr

ETFs
28.5K
New
$24.54 - $25.07 $700K - $715K
28.5K $714K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2.36K
New
$54.28 - $67.95 $128K - $160K
2.36K $160K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.1K
New
$51.16 - $62.02 $56K - $67.9K
1.1K $67K
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
75
New
$320.42 - $424.58 $24K - $31.8K
75 $31K
XLU
Utilities Sector Spdr

ETFs
366
New
$73.09 - $82.77 $26.8K - $30.3K
366 $29K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
400
New
$61.03 - $67.59 $24.4K - $27K
400 $25K
IYW
Ishares Dj Us Tech ETF

ETFs
143
New
$122.57 - $173.27 $17.5K - $24.8K
143 $24K
IWD
Ishares Russell 1000 Val ETF

ETFs
99
New
$166.82 - $194.23 $16.5K - $19.2K
99 $19K
MGK
Vanguard Mega Cap Growth ETF

ETFs
50
New
$273.67 - $366.17 $13.7K - $18.3K
50 $18K
ET
Energy Transfer LP

Energy
1.01K
New
$15.65 - $18.93 $15.8K - $19.1K
1.01K $18K
PDFS
Pdf Solutions Inc

Technology
761
New
$16.41 - $21.44 $12.5K - $16.3K
761 $16K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
461
New
$26.99 - $33.86 $12.4K - $15.6K
461 $15K
TIGO
Millicom International Cellular Sa

Communication Services
324
New
$26.95 - $38.28 $8.73K - $12.4K
324 $12K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
64
New
$108.87 - $133.04 $6.97K - $8.51K
64 $8K
IJS
Ishares S&P Smallcap 600 Value

ETFs
79
New
$83.54 - $100.04 $6.6K - $7.9K
79 $7K
WDS
Woodside Energy Group LTD

Energy
496
New
$11.5 - $16.77 $5.7K - $8.32K
496 $7K
KMT
Kennametal Inc

Industrials
266
New
$17.54 - $23.27 $4.67K - $6.19K
266 $6K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
330
New
N/A
330 $6K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
101
New
$38.28 - $61.65 $3.87K - $6.23K
101 $6K
MGA
Magna International Inc

Consumer Cyclical
157
New
$30.82 - $38.61 $4.84K - $6.06K
157 $6K
IYH
Ishares Tr

ETFs
100
New
$53.97 - $60.17 $5.4K - $6.02K
100 $5K
CRSP
Crispr Therapeutics Ag

Healthcare
68
New
$31.27 - $48.64 $2.13K - $3.31K
68 $3K
XRAY
Dentsply Sirona Inc.

Healthcare
193
New
$12.55 - $16.75 $2.42K - $3.23K
193 $3K
CXM
Sprinklr, Inc.

Technology
369
New
$6.88 - $9.06 $2.54K - $3.34K
369 $3K
RCI
Rogers Communications Inc

Communication Services
87
New
$23.54 - $29.66 $2.05K - $2.58K
87 $2K
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
203
New
$5.99 - $11.1 $1.22K - $2.25K
203 $2K
FLR
Fluor Corp

Industrials
52
New
$30.86 - $51.42 $1.6K - $2.67K
52 $2K
LIVN
Liva Nova PLC

Healthcare
48
New
$33.85 - $47.6 $1.62K - $2.28K
48 $2K
GDS
Gds Holdings LTD

Technology
90
New
$17.68 - $30.57 $1.59K - $2.75K
90 $2K
ZLAB
Zai Lab LTD

Healthcare
41
New
$24.32 - $43.03 $997 - $1.76K
41 $1K
APLD
Applied Blockchain, Inc.

Financial Services
187
New
$3.53 - $13.86 $660 - $2.59K
187 $1K
RGTI
Rigetti Computing, Inc.

Technology
138
New
$7.5 - $14.29 $1.04K - $1.97K
138 $1K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
113
New
$10.51 - $11.34 $1.19K - $1.28K
113 $1K
GAMB
Gambling.Com Group LTD

Consumer Cyclical
99
New
$11.53 - $14.72 $1.14K - $1.46K
99 $1K
RH
Rh

Consumer Cyclical
9
New
$145.66 - $249.35 $1.31K - $2.24K
9 $1K
BHF
Brighthouse Financial, Inc.

Financial Services
29
New
$47.29 - $61.15 $1.37K - $1.77K
29 $1K
TFII
Tfi International Inc.

Industrials
16
New
$73.75 - $91.79 $1.18K - $1.47K
16 $1K
SBAC
Sba Communications Corp

Real Estate
8
New
$208.57 - $243.4 $1.67K - $1.95K
8 $1K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
60
New
N/A
60 $0
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
11
New
$39.88 - $51.49 $439 - $566
11 $0
TPG
Tpg Inc.

Financial Services
11
New
$39.68 - $53.09 $436 - $584
11 $0
PEN
Penumbra Inc

Healthcare
2
New
$253.22 - $299.78 $506 - $600
2 $0
Venture Global Inc
49
New
N/A
49 $0
Titan Amer Sa
353
New
N/A
353 $0
Or Royalties Inc.
91
New
N/A
91 $0
REI
Ring Energy, Inc.

Energy
645
New
$0.74 - $1.17 $477 - $755
645 $0
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
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