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
AMT
American Tower Corp

Real Estate
-5
- 3.38%
$173.46 - $217.6 $867 - $1.09K
143 $31K
CSCO
Cisco Systems, Inc.

Technology
-5
- 0.23%
$58.74 - $64.87 $294 - $324
2.2K $135K
KO
Coca Cola CO

Consumer Defensive
-297
- 10.51%
$60.81 - $72.32 $18.1K - $21.5K
2.53K $181K
KR
Kroger CO

Consumer Defensive
-5
- 0.43%
$58.36 - $67.72 $292 - $339
1.16K $78K
WELL
Welltower Inc.

Real Estate
-3
- 1.03%
$124.05 - $156.86 $372 - $471
289 $44K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2
- 1.71%
$402.49 - $513.76 $805 - $1.03K
115 $55K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-363
- 2.24%
$32.74 - $36.2 $11.9K - $13.1K
15.9K $554K
ICE
Intercontinental Exchange, Inc.

Financial Services
-4
- 0.71%
$142.8 - $176.36 $571 - $705
558 $96K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-168
- 0.78%
$71.17 - $73.66 $12K - $12.4K
21.3K $1.57M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-552
- 2.11%
$55.47 - $61.45 $30.6K - $33.9K
25.6K $1.51M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-100
- 1.12%
$75.32 - $84.77 $7.53K - $8.48K
8.81K $719K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-2.09K
- 3.95%
$26.71 - $31.58 $55.9K - $66.1K
50.9K $1.54M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-125
- 0.69%
$69.81 - $78.9 $8.73K - $9.86K
17.9K $1.39M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-219
- 0.23%
$31.42 - $34.87 $6.88K - $7.64K
94.1K $3.17M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-55
- 0.14%
$87.68 - $94.52 $4.82K - $5.2K
38.4K $3.6M
VTV
Vanguard Value ETF

ETFs
-652
- 0.67%
$167.73 - $179.21 $109K - $117K
96.9K $16.7M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-3.18K
- 1.41%
$28.11 - $32.0 $89.5K - $102K
222K $6.84M
FNDC
Schwab Fundamental Intl Small

ETFs
-1.08K
- 0.57%
$33.34 - $37.44 $35.9K - $40.3K
188K $6.8M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-1.08K
- 0.65%
$27.4 - $30.58 $29.6K - $33.1K
166K $5.04M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.44K
- 0.72%
$36.91 - $41.03 $53K - $58.9K
198K $7.86M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-569
- 0.37%
$68.32 - $75.06 $38.9K - $42.7K
152K $11.3M
FNDF
Schwab Fundamental Intl Large

ETFs
-4.94K
- 0.74%
$32.9 - $37.45 $163K - $185K
666K $24.1M
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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