Bell Investment Advisors, Inc Reduced Holdings in Q3 2024

Bell Investment Advisors, Inc

  • $542 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-62.2K
- 82.05%
$23.04 - $24.06 $1.43M - $1.5M
13.6K $327K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-10.2K
- 46.86%
$50.32 - $50.75 $513K - $517K
11.6K $586K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.74K
- 19.43%
$59.93 - $66.52 $224K - $249K
15.5K $1.03M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-4.77K
- 38.4%
$35.7 - $41.13 $170K - $196K
7.65K $308K
CVX
Chevron Corp

Energy
-814
- 28.02%
$137.88 - $161.97 $112K - $132K
2.09K $307K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-7.85K
- 12.67%
$26.43 - $29.86 $207K - $234K
54.1K $1.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.04K
- 35.02%
$92.63 - $105.69 $96.1K - $110K
1.92K $200K
INTU
Intuit Inc

Technology
-62
- 6.23%
$602.97 - $670.49 $37.4K - $41.6K
933 $579K
DIS
Walt Disney CO

Communication Services
-617
- 62.26%
$85.6 - $98.61 $52.8K - $60.8K
374 $35K
KO
Coca Cola CO

Consumer Defensive
-1.19K
- 31.76%
$62.69 - $73.01 $74.9K - $87.2K
2.57K $184K
TPR
Tapestry, Inc.

Consumer Cyclical
-800
- 82.9%
$36.29 - $47.94 $29K - $38.4K
165 $7K
PFE
Pfizer Inc

Healthcare
-1.35K
- 23.93%
$27.7 - $31.39 $37.3K - $42.3K
4.28K $123K
MRK
Merck & Co., Inc.

Healthcare
-45
- 1.6%
$111.15 - $128.97 $5K - $5.8K
2.77K $314K
INTC
Intel Corp

Technology
-222
- 7.04%
$18.9 - $34.87 $4.2K - $7.74K
2.93K $68K
VAL
Valaris LTD

Energy
-60
- 4.59%
$53.76 - $79.98 $3.23K - $4.8K
1.25K $69K
SMCI
Super Micro Computer, Inc.

Technology
-11
- 18.97%
$386.46 - $909.96 $4.25K - $10K
47 $19K
XOM
Exxon Mobil Corp

Energy
-305
- 7.48%
$109.72 - $119.0 $33.5K - $36.3K
3.77K $442K
SNPS
Synopsys Inc

Technology
-14
- 6.45%
$463.97 - $621.3 $6.5K - $8.7K
203 $102K
SCHW
Schwab Charles Corp

Financial Services
-23
- 1.02%
$61.74 - $76.08 $1.42K - $1.75K
2.23K $144K
CLX
Clorox CO

Consumer Defensive
-234
- 35.08%
$131.73 - $166.97 $30.8K - $39.1K
433 $70K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-26
- 14.61%
$109.03 - $210.9 $2.83K - $5.48K
152 $16K
CDNS
Cadence Design Systems Inc

Technology
-21
- 6.93%
$246.84 - $321.11 $5.18K - $6.74K
282 $76K
FTNT
Fortinet, Inc.

Technology
-321
- 51.36%
$55.39 - $77.55 $17.8K - $24.9K
304 $23K
CVNA
Carvana Co.

Consumer Cyclical
-105
- 84.0%
$122.32 - $175.15 $12.8K - $18.4K
20 $3K
NVO
Novo Nordisk A S

Healthcare
-17
- 4.46%
$119.07 - $145.42 $2.02K - $2.47K
364 $43K
CHRD
Oasis Petroleum Inc.

Energy
-31
- 17.03%
$128.01 - $176.98 $3.97K - $5.49K
151 $19K
F
Ford Motor CO

Consumer Cyclical
-160
- 4.09%
$9.71 - $14.55 $1.55K - $2.33K
3.75K $39K
EW
Edwards Lifesciences Corp

Healthcare
-19
- 5.51%
$59.7 - $93.78 $1.13K - $1.78K
326 $21K
DXCM
Dexcom Inc

Healthcare
-41
- 32.03%
$64.0 - $116.06 $2.62K - $4.76K
87 $5K
COP
Conocophillips

Energy
-19
- 2.49%
$102.3 - $116.61 $1.94K - $2.22K
745 $78K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-210
- 63.06%
$38.04 - $44.16 $7.99K - $9.27K
123 $5K
VIG
Vanguard Dividend Appreciation

ETFs
-5
- 0.03%
$182.15 - $182.15 $911 - $911
19.2K $3.5M
CDAY
Ceridian Hcm Holding Inc.

Technology
-120
- 93.02%
N/A
9 $0
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-130
- 12.24%
$108.44 - $120.37 $14.1K - $15.6K
932 $112K
IVV
Ishares Core S&P 500 ETF

ETFs
-22
- 9.44%
$520.18 - $576.82 $11.4K - $12.7K
211 $121K
TM
Toyota Motor Corp

Consumer Cyclical
-12
- 9.76%
$167.18 - $207.59 $2.01K - $2.49K
111 $19K
SNAP
Snap Inc

Communication Services
-144
- 20.45%
$8.29 - $16.84 $1.19K - $2.42K
560 $5K
WST
West Pharmaceutical Services Inc

Healthcare
-11
- 12.64%
$277.16 - $333.3 $3.05K - $3.67K
76 $22K
DG
Dollar General Corp

Consumer Defensive
-24
- 27.27%
$80.41 - $132.42 $1.93K - $3.18K
64 $5K
HPE
Hewlett Packard Enterprise CO

Technology
-124
- 4.03%
$16.1 - $21.44 $2K - $2.66K
2.95K $60K
ACI
Albertsons Companies, Inc.

Consumer Defensive
-268
- 53.6%
$17.94 - $20.93 $4.81K - $5.61K
232 $4K
SYY
Sysco Corp

Consumer Defensive
-207
- 12.01%
$69.16 - $78.98 $14.3K - $16.3K
1.52K $118K
MCHP
Microchip Technology Inc

Technology
-39
- 24.84%
$72.0 - $95.98 $2.81K - $3.74K
118 $9K
MRNA
Moderna, Inc.

Healthcare
-8
- 10.0%
$63.64 - $125.14 $509 - $1K
72 $4K
MCK
Mckesson Corp

Healthcare
-2
- 4.44%
$479.06 - $630.38 $958 - $1.26K
43 $21K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-35
- 51.47%
$63.56 - $107.36 $2.22K - $3.76K
33 $2K
COIN
Coinbase Global, Inc.

Technology
-2
- 2.33%
$147.09 - $265.15 $294 - $530
84 $14K
DDOG
Datadog, Inc.

Technology
-19
- 17.59%
$104.97 - $134.56 $1.99K - $2.56K
89 $10K
MPC
Marathon Petroleum Corp

Energy
-10
- 6.17%
$158.61 - $180.75 $1.59K - $1.81K
152 $24K
Activity Summary
Buys All Purchases 394 New Holdings 33 Increased Positions 361 Sells All Sells 545 Reductions 545 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