Bell Investment Advisors, Inc Reduced Holdings in Q1 2025

Bell Investment Advisors, Inc

  • $538 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDA
Schwab Fundamental U S Small C

ETFs
-9.04K
- 1.23%
$26.87 - $30.99 $243K - $280K
725K $19.9M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2.26K
- 2.33%
$196.12 - $229.48 $442K - $518K
94.6K $19.1M
AAPL
Apple Inc.

Technology
-119
- 0.42%
$209.68 - $247.1 $25K - $29.4K
27.9K $6.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-336
- 0.5%
$102.49 - $119.96 $34.4K - $40.3K
67.4K $7.05M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.11K
- 47.37%
$222.15 - $428.22 $246K - $474K
1.23K $319K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-196
- 0.25%
$168.16 - $186.21 $33K - $36.5K
76.7K $13.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-22.5K
- 47.89%
$21.23 - $23.75 $477K - $533K
24.4K $526K
AOR
Ishares Tr Core Growth Allocat

ETFs
-9.03K
- 6.79%
$56.63 - $59.39 $511K - $536K
124K $7.13M
VGLT
Vanguard Long Term Treasury Et

ETFs
-11.8K
- 8.98%
$53.99 - $58.43 $635K - $688K
119K $6.87M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.45K
- 99.79%
$161.27 - $192.3 $234K - $279K
3 $0
ICSH
Blackrock Ultra Short Term Bon

ETFs
-4.31K
- 93.01%
$50.44 - $50.7 $217K - $219K
324 $16K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-706
- 3.42%
$96.93 - $109.51 $68.4K - $77.3K
19.9K $1.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
-252
- 10.38%
$551.42 - $612.93 $139K - $154K
2.18K $1.22M
MSFT
Microsoft Corp

Technology
-21
- 0.5%
$375.39 - $447.2 $7.88K - $9.39K
4.22K $1.58M
VB
Vanguard Small Cap ETF

ETFs
-360
- 5.81%
$217.89 - $252.64 $78.4K - $91K
5.83K $1.29M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.11K
- 42.12%
$49.25 - $50.66 $153K - $158K
4.27K $212K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-794
- 11.44%
$120.24 - $134.3 $95.5K - $107K
6.15K $749K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-417
- 1.36%
$37.84 - $44.02 $15.8K - $18.4K
30.3K $1.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-31
- 0.74%
$507.05 - $563.67 $15.7K - $17.5K
4.14K $2.13M
MUB
Ishares National Muni Bond ETF

ETFs
-923
- 25.77%
$104.71 - $107.69 $96.6K - $99.4K
2.66K $280K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-4.16K
- 30.93%
$25.54 - $27.64 $106K - $115K
9.29K $253K
PINS
Pinterest, Inc.

Communication Services
-3.34K
- 83.17%
$29.79 - $40.0 $99.5K - $134K
676 $20K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-145
- 38.87%
$497.6 - $606.74 $72.2K - $88K
228 $113K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-23
- 1.69%
$468.34 - $539.52 $10.8K - $12.4K
1.34K $626K
HON
Honeywell International Inc

Industrials
-219
- 46.7%
$202.75 - $226.52 $44.4K - $49.6K
250 $52K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-331
- 4.75%
$111.29 - $123.42 $36.8K - $40.9K
6.64K $757K
VAL
Valaris LTD

Energy
-1.04K
- 87.7%
$32.85 - $49.52 $34.2K - $51.6K
146 $5K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-3.3K
- 6.39%
$21.23 - $22.14 $70.1K - $73.1K
48.4K $1.07M
NKE
Nike, Inc.

Consumer Cyclical
-16
- 0.67%
$63.29 - $81.72 $1.01K - $1.31K
2.36K $149K
LMT
Lockheed Martin Corp

Industrials
-46
- 19.57%
$423.19 - $506.29 $19.5K - $23.3K
189 $84K
HPQ
Hp Inc

Technology
-639
- 32.32%
$27.69 - $34.72 $17.7K - $22.2K
1.34K $37K
COP
Conocophillips

Energy
-290
- 40.22%
$88.6 - $105.85 $25.7K - $30.7K
431 $45K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-369
- 25.52%
$54.25 - $57.64 $20K - $21.3K
1.08K $59K
AMD
Advanced Micro Devices Inc

Technology
-32
- 3.47%
$96.63 - $129.55 $3.09K - $4.15K
890 $91K
TTD
Trade Desk, Inc.

Technology
-66
- 26.09%
$53.59 - $126.58 $3.54K - $8.35K
187 $10K
HPE
Hewlett Packard Enterprise CO

Technology
-97
- 3.61%
$14.77 - $24.42 $1.43K - $2.37K
2.59K $39K
WFC
Wells Fargo & Company

Financial Services
-292
- 9.49%
$66.78 - $81.42 $19.5K - $23.8K
2.79K $199K
INTU
Intuit Inc

Technology
-3
- 0.32%
$555.63 - $630.23 $1.67K - $1.89K
925 $567K
SCHW
Schwab Charles Corp

Financial Services
-334
- 15.08%
$71.24 - $83.64 $23.8K - $27.9K
1.88K $147K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.22K
- 4.46%
$25.81 - $28.52 $57.2K - $63.2K
47.5K $1.31M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-17
- 1.96%
$48.65 - $66.04 $827 - $1.12K
851 $45K
PSX
Phillips 66

Energy
-132
- 44.59%
$113.93 - $131.55 $15K - $17.4K
164 $20K
IVV
Ishares Core S&P 500 ETF

ETFs
-11
- 5.53%
$554.06 - $615.85 $6.09K - $6.77K
188 $105K
STZ
Constellation Brands, Inc.

Consumer Defensive
-40
- 33.61%
$161.05 - $222.93 $6.44K - $8.92K
79 $14K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-114
- 56.44%
$81.1 - $94.7 $9.25K - $10.8K
88 $7K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-7
- 0.77%
$47.79 - $59.89 $335 - $419
906 $45K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-129
- 52.87%
$69.82 - $78.67 $9.01K - $10.1K
115 $8K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-11
- 7.05%
$62.41 - $133.91 $687 - $1.47K
145 $9K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-188
- 1.91%
$110.75 - $119.78 $20.8K - $22.5K
9.63K $1.11M
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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