Bell Investment Advisors, Inc Sells in Q2 2025

Bell Investment Advisors, Inc

  • $574 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CMF
Ishares California Muni Bond E

ETFs
-55.4K
- 74.68%
$54.52 - $56.7 $3.02M - $3.14M
18.8K $1.05M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.7K
- 2.7%
$24.32 - $27.87 $236K - $270K
350K $9.28M
VGLT
Vanguard Long Term Treasury Et

ETFs
-10.7K
- 8.94%
$53.66 - $58.71 $572K - $626K
109K $6.09M
FNDA
Schwab Fundamental U S Small C

ETFs
-58.1K
- 8.01%
$23.85 - $28.69 $1.39M - $1.67M
667K $19.1M
AOR
Ishares Tr Core Growth Allocat

ETFs
-19.3K
- 15.59%
$53.36 - $61.57 $1.03M - $1.19M
105K $6.44M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-22.3K
- 91.19%
$19.1 - $23.83 $426K - $531K
2.15K $51K
MBB
Ishares Tr

ETFs
-1.67K
- 25.44%
$91.41 - $94.22 $153K - $157K
4.9K $459K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-5.53K
- 59.49%
$25.48 - $27.78 $141K - $154K
3.77K $100K
MMM
3 M CO

Industrials
-1.14K
- 26.49%
$126.09 - $154.15 $144K - $176K
3.16K $481K
IGM
Ishares Expanded Tech Sector E

ETFs
-1.33K
- 77.33%
$79.8 - $112.34 $106K - $149K
389 $43K
UNH
Unitedhealth Group Inc

Healthcare
-34
- 7.2%
$274.35 - $599.47 $9.33K - $20.4K
438 $136K
MUB
Ishares National Muni Bond ETF

ETFs
-840
- 31.6%
$102.31 - $105.8 $85.9K - $88.9K
1.82K $189K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.59K
- 5.32%
$90.56 - $109.49 $325K - $393K
63.8K $6.98M
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.2K
- 94.5%
$32.11 - $38.21 $38.6K - $45.9K
70 $2K
VTI
Vanguard Total Stock Market Et

ETFs
-276
- 20.2%
$243.75 - $303.93 $67.3K - $83.9K
1.09K $331K
TXN
Texas Instruments Inc

Technology
-204
- 47.55%
N/A
225 $43K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-1.8K
- 3.73%
$21.55 - $22.2 $38.9K - $40K
46.6K $1.03M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-650
- 91.29%
$51.68 - $52.76 $33.6K - $34.3K
62 $3K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-627
- 14.67%
$48.13 - $49.85 $30.2K - $31.3K
3.65K $178K
PPG
Ppg Industries Inc

Basic Materials
-317
- 89.3%
$91.66 - $115.04 $29.1K - $36.5K
38 $4K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.53K
- 91.09%
$20.12 - $21.0 $30.8K - $32.2K
150 $3K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-25
- 10.96%
$390.26 - $489.06 $9.76K - $12.2K
203 $82K
VBR
Vanguard Small Cap Value ETF

ETFs
-227
- 9.76%
$162.76 - $195.77 $36.9K - $44.4K
2.1K $409K
MDT
Medtronic PLC

Healthcare
-228
- 30.48%
$80.68 - $88.86 $18.4K - $20.3K
520 $45K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-404
- 94.61%
$50.1 - $51.02 $20.2K - $20.6K
23 $1K
QCOM
Qualcomm Inc

Technology
-177
- 11.77%
$124.66 - $159.48 $22.1K - $28.2K
1.33K $211K
LLY
Eli Lilly & CO

Healthcare
-5
- 1.52%
$713.71 - $898.95 $3.57K - $4.49K
323 $251K
DHR
Danaher Corp

Healthcare
-85
- 27.69%
$174.64 - $205.16 $14.8K - $17.4K
222 $43K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-581
- 95.25%
$30.29 - $30.83 $17.6K - $17.9K
29 $0
SPGI
S&P Global Inc.

Financial Services
-51
- 8.15%
$438.31 - $527.29 $22.4K - $26.9K
575 $303K
OTIS
Otis Worldwide Corp

Industrials
-6
- 0.17%
$90.88 - $104.3 $545 - $626
3.55K $351K
DBEM
Xtrackers Msci Emerging Market

ETFs
-544
- 94.61%
$22.79 - $27.5 $12.4K - $15K
31 $0
OMC
Omnicom Group Inc.

Communication Services
-143
- 56.97%
$69.22 - $79.77 $9.9K - $11.4K
108 $7K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-15
- 34.88%
$483.07 - $625.6 $7.25K - $9.38K
28 $14K
VO
Vanguard Mid Cap ETF

ETFs
-78
- 18.14%
$228.54 - $279.83 $17.8K - $21.8K
352 $98K
CHRD
Oasis Petroleum Inc.

Energy
-100
- 49.75%
$82.03 - $113.54 $8.2K - $11.4K
101 $9K
EXPO
Exponent Inc

Industrials
-135
- 58.7%
$72.88 - $81.75 $9.84K - $11K
95 $7K
PLD
Prologis, Inc.

Real Estate
-46
- 7.38%
$89.76 - $112.34 $4.13K - $5.17K
577 $60K
COP
Conocophillips

Energy
-24
- 5.57%
$82.66 - $106.1 $1.98K - $2.55K
407 $36K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.93K
- 12.16%
$30.87 - $39.17 $59.5K - $75.6K
13.9K $545K
SKM
Sk Telecom CO LTD

Communication Services
-390
- 57.61%
$20.0 - $23.35 $7.8K - $9.11K
287 $6K
VIG
Vanguard Dividend Appreciation

ETFs
-43
- 0.22%
N/A
19.3K $3.51M
BBY
Best Buy CO Inc

Consumer Cyclical
-75
- 16.67%
$56.17 - $75.73 $4.21K - $5.68K
375 $25K
A
Agilent Technologies, Inc.

Healthcare
-90
- 2.13%
$99.29 - $120.52 $8.94K - $10.8K
4.13K $487K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-449
- 68.45%
$11.11 - $14.46 $4.99K - $6.49K
207 $2K
CMCSA
Comcast Corp

Communication Services
-127
- 8.59%
$32.84 - $36.72 $4.17K - $4.66K
1.35K $48K
ZTS
Zoetis Inc.

Healthcare
-17
- 4.03%
$144.41 - $170.3 $2.45K - $2.9K
405 $63K
WST
West Pharmaceutical Services Inc

Healthcare
-25
- 32.47%
$190.39 - $227.7 $4.76K - $5.69K
52 $11K
BIIB
Biogen Inc.

Healthcare
-32
- 23.88%
$113.38 - $135.49 $3.63K - $4.34K
102 $12K
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