Bell Investment Advisors, Inc Portfolio Holdings

Bell Investment Advisors, Inc has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $542 Million distributed in 1878 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs Access Treasury with a value of $54.3M, Schwab Fundamental U S Large C with a value of $49.2M, Flexshares Tr Iboxx 3 Yr Targe with a value of $42.3M, Vanguard Mortg Backed Sec ETF with a value of $41.5M, and Ishares Barclays 20+ Year Trea with a value of $32.3M.

Examining the 13F form we can see an increase of $34.9M in the current position value, from $507M to 542M.

Bell Investment Advisors, Inc is based out at Oakland, CA

Below you can find more details about Bell Investment Advisors, Inc portfolio as well as his latest detailed transactions.