Bell Investment Advisors, Inc has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $574 Million distributed in 1879 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs Access Treasury with a value of $58.1M, Schwab Fundamental U S Large C with a value of $52.3M, Vanguard Mortg Backed Sec ETF with a value of $44.2M, Flexshares Tr Iboxx 3 Yr Targe with a value of $44.1M, and Ishares Barclays 20+ Year Trea with a value of $34.1M.
Examining the 13F form we can see an increase of $35.6M in the current position value, from $538M to 574M.
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.
Portfolio value
$574 Million
ETFs: $523 Million
Technology: $16.3 Million
Communication Services: $6.59 Million
Financial Services: $6.22 Million
Industrials: $6.12 Million
Healthcare: $4.77 Million
Consumer Cyclical: $3.73 Million
Consumer Defensive: $2.72 Million
Other: $4.15 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
