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.
Portfolio value
$542 Million
ETFs: $498 Million
Technology: $15 Million
Communication Services: $5.41 Million
Healthcare: $4.97 Million
Industrials: $4.83 Million
Financial Services: $4.39 Million
Consumer Cyclical: $3.48 Million
Consumer Defensive: $2.33 Million
Other: $3.25 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
