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
O
Realty Income Corp

Real Estate
-29
- 5.38%
$52.36 - $63.42 $1.52K - $1.84K
510 $32K
LEN
Lennar Corp

Consumer Cyclical
-9
- 5.59%
$142.5 - $192.45 $1.28K - $1.73K
152 $28K
EIX
Edison International

Utilities
-11
- 3.25%
$71.19 - $87.72 $783 - $965
327 $28K
G
Genpact LTD

Technology
-18
- 3.07%
$30.96 - $39.45 $557 - $710
568 $22K
INGR
Ingredion Inc

Consumer Defensive
-10
- 3.86%
$111.98 - $137.59 $1.12K - $1.38K
249 $34K
CEG
Constellation Energy Corp

Utilities
-17
- 10.9%
$167.08 - $262.86 $2.84K - $4.47K
139 $36K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-173
- 4.81%
$37.68 - $42.0 $6.52K - $7.27K
3.43K $142K
JXN
Jackson Financial Inc.

Financial Services
-10
- 2.65%
$69.1 - $91.97 $691 - $920
368 $33K
VO
Vanguard Mid Cap ETF

ETFs
-20
- 4.44%
$237.84 - $263.83 $4.76K - $5.28K
430 $113K
BMY
Bristol Myers Squibb CO

Healthcare
-11
- 2.02%
$39.66 - $51.75 $436 - $569
534 $27K
IT
Gartner Inc

Technology
-3
- 2.33%
$441.32 - $516.47 $1.32K - $1.55K
126 $63K
CRM
Salesforce, Inc.

Technology
-7
- 1.5%
$238.42 - $276.53 $1.67K - $1.94K
459 $125K
KR
Kroger CO

Consumer Defensive
-49
- 3.99%
$50.43 - $57.3 $2.47K - $2.81K
1.18K $67K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-7
- 1.97%
$98.71 - $117.61 $691 - $823
349 $41K
GWW
W.W. Grainger, Inc.

Industrials
-2
- 3.33%
$896.19 - $1044.18 $1.79K - $2.09K
58 $60K
WELL
Welltower Inc.

Real Estate
-7
- 2.41%
$104.0 - $129.74 $728 - $908
283 $36K
CAG
Conagra Brands Inc.

Consumer Defensive
-17
- 1.05%
$28.13 - $32.83 $478 - $558
1.61K $52K
EXPD
Expeditors International Of Washington Inc

Industrials
-6
- 0.51%
$116.1 - $131.42 $697 - $789
1.17K $153K
XEL
Xcel Energy Inc

Utilities
-1
- 0.16%
$52.11 - $65.3 $52.1 - $65.3
623 $40K
RMD
Resmed Inc

Healthcare
-3
- 1.73%
$186.94 - $252.92 $561 - $759
170 $41K
TT
Trane Technologies PLC

Industrials
-2
- 1.2%
$314.21 - $388.71 $628 - $777
165 $64K
SYK
Stryker Corp

Healthcare
-5
- 0.81%
$315.94 - $371.96 $1.58K - $1.86K
615 $222K
AFL
Aflac Inc

Financial Services
-13
- 2.03%
$88.52 - $111.8 $1.15K - $1.45K
627 $70K
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.75%
$245.82 - $304.51 $492 - $609
264 $80K
PLTR
Palantir Technologies Inc.

Technology
-22
- 1.89%
$24.09 - $37.95 $530 - $835
1.14K $42K
V
Visa Inc.

Financial Services
-1
- 0.09%
$253.74 - $291.56 $254 - $292
1.06K $291K
BLDR
Builders First Source, Inc.

Industrials
-2
- 0.76%
$132.6 - $201.83 $265 - $404
260 $50K
NKE
Nike, Inc.

Consumer Cyclical
-73
- 3.01%
$71.09 - $89.44 $5.19K - $6.53K
2.35K $207K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-958
- 1.79%
$21.35 - $22.73 $20.5K - $21.8K
52.6K $1.19M
BK
Bank Of New York Mellon Corp

Financial Services
-11
- 0.43%
$59.54 - $72.17 $655 - $794
2.54K $182K
VEA
Vanguard Ftse Developed Market

ETFs
-23
- 0.14%
$47.6 - $53.31 $1.09K - $1.23K
16.4K $866K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.04%
$517.38 - $573.86 $517 - $574
2.28K $1.31M
A
Agilent Technologies, Inc.

Healthcare
-8
- 0.19%
$125.42 - $148.48 $1K - $1.19K
4.23K $628K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-111
- 0.52%
$91.37 - $101.65 $10.1K - $11.3K
21.3K $2.16M
VB
Vanguard Small Cap ETF

ETFs
-4
- 0.07%
$214.77 - $237.72 $859 - $951
5.96K $1.41M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2
- 0.05%
$475.2 - $527.7 $950 - $1.06K
4.18K $2.2M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-69
- 0.36%
$69.31 - $77.34 $4.78K - $5.34K
19.1K $1.47M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.8K
- 5.31%
$105.53 - $118.34 $401K - $450K
67.8K $7.93M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.51K
- 1.9%
$162.64 - $179.3 $246K - $271K
78K $14M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-1.8K
- 1.19%
$27.24 - $30.76 $49K - $55.3K
150K $4.55M
AAPL
Apple Inc.

Technology
-477
- 1.68%
$207.23 - $234.82 $98.8K - $112K
27.9K $6.51M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-474
- 0.22%
$28.02 - $32.68 $13.3K - $15.5K
216K $6.97M
FNDA
Schwab Fundamental U S Small C

ETFs
-4.09K
- 1.12%
$54.26 - $60.01 $222K - $245K
360K $21.4M
FNDX
Schwab Fundamental U S Large C

ETFs
-8.28K
- 1.19%
$65.36 - $71.76 $541K - $594K
685K $49.2M
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
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