The Analysis of Bell & Brown Wealth Advisors, LLC's Holdings
Currently, Bell & Brown Wealth Advisors, LLC holds 72 types of securities in its portfolio with a total value $305.4M. In the most recent quarter, they have increased their positions in LLY (+363 shares, valued at $277.0K), AMD (+1.6K shares, valued at $259.3K), SHOP (+1.7K shares, valued at $247.4K); decreased their positions in AVGO (-2.8K shares, valued at $925.1K), GS (-447 shares, valued at $356.0K), GOOGL (-992 shares, valued at $241.2K); initiated new positions in AMD (+1.6K shares, valued at $259.3K), SHOP (+1.7K shares, valued at $247.4K), MSTR (+729 shares, valued at $234.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVGO BROADCOM INC61.5K shares-4.36%2025-09-302025-11-07
AAPL APPLE INC62.6K shares0.43%2025-09-302025-11-07 GOOGL ALPHABET INC57.0K shares-1.71%2025-09-302025-11-07 META META PLATFORMS INC16.8K shares-1.45%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC13.8K shares-3.13%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.33.5K shares-1.31%2025-09-302025-11-07 LLY ELI LILLY & CO12.9K shares2.89%2025-09-302025-11-07 XOM EXXON MOBIL CORP75.3K shares1.33%2025-09-302025-11-07 ORCL ORACLE CORP30.0K shares-1.46%2025-09-302025-11-07 AMZN AMAZON COM INC38.1K shares0.29%2025-09-302025-11-07 MSFT MICROSOFT CORP16.1K shares-0.52%2025-09-302025-11-07 BA BOEING CO36.1K shares-1.19%2025-09-302025-11-07 ULTA ULTA BEAUTY INC14.2K shares-1.96%2025-09-302025-11-07 WFC WELLS FARGO CO NEW90.9K shares-0.33%2025-09-302025-11-07 QCOM QUALCOMM INC45.7K shares0.44%2025-09-302025-11-07 VLO VALERO ENERGY CORP43.0K shares0.81%2025-09-302025-11-07 BABA ALIBABA GROUP HLDG LTD39.0K shares-0.02%2025-09-302025-11-07 DIS DISNEY WALT CO53.9K shares0.38%2025-09-302025-11-07 TSLA TESLA INC13.6K shares3.74%2025-09-302025-11-07 WSM WILLIAMS SONOMA INC30.8K shares-0.55%2025-09-302025-11-07 WMT WALMART INC58.0K shares0.53%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW6.3K shares0.46%2025-09-302025-11-07 GLD SPDR GOLD TR15.1K shares-0.03%2025-09-302025-11-07 PYPL PAYPAL HLDGS INC75.0K shares1.45%2025-09-302025-11-07 FDX FEDEX CORP20.8K shares1.54%2025-09-302025-11-07 AXP AMERICAN EXPRESS CO14.8K shares0.61%2025-09-302025-11-07 CVX CHEVRON CORP NEW29.6K shares0.53%2025-09-302025-11-07 RTX RTX CORPORATION26.3K shares-2.01%2025-09-302025-11-07 OXY OCCIDENTAL PETE CORP89.6K shares3.00%2025-09-302025-11-07 SBUX STARBUCKS CORP49.1K shares1.04%2025-09-302025-11-07 HD HOME DEPOT INC9.6K shares-0.55%2025-09-302025-11-07 COF CAPITAL ONE FINL CORP17.5K shares-0.23%2025-09-302025-11-07 MRK MERCK & CO INC43.7K shares0.27%2025-09-302025-11-07 WMB WILLIAMS COS INC51.8K shares1.12%2025-09-302025-11-07 MCD MCDONALDS CORP10.8K shares0.78%2025-09-302025-11-07 AMGN AMGEN INC11.3K shares1.20%2025-09-302025-11-07 C CITIGROUP INC30.7K shares-0.97%2025-09-302025-11-07 KO COCA COLA CO45.0K shares-0.72%2025-09-302025-11-07 UBER UBER TECHNOLOGIES INC29.9K shares-0.39%2025-09-302025-11-07 DD DUPONT DE NEMOURS INC36.9K shares0.43%2025-09-302025-11-07 PEP PEPSICO INC20.2K shares1.43%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO18.2K shares0.91%2025-09-302025-11-07 NKE NIKE INC34.4K shares1.64%2025-09-302025-11-07 KMB KIMBERLY-CLARK CORP17.3K shares-0.11%2025-09-302025-11-07 BMY BRISTOL-MYERS SQUIBB CO42.7K shares0.53%2025-09-302025-11-07 TGT TARGET CORP20.8K shares5.25%2025-09-302025-11-07 CTVA CORTEVA INC25.6K shares-0.51%2025-09-302025-11-07 TK TEEKAY CORPORATION LTD202.6K shares0.95%2025-09-302025-11-07 NFLX NETFLIX INC1.3K shares-0.30%2025-09-302025-11-07 LOW LOWES COS INC5.5K shares0.92%2025-09-302025-11-07 NVDA NVIDIA CORPORATION6.7K shares-5.21%2025-09-302025-11-07 CE CELANESE CORP DEL28.3K shares4.03%2025-09-302025-11-07 GE GE AEROSPACE3.9K shares-1.62%2025-09-302025-11-07 LULU LULULEMON ATHLETICA INC6.4K shares-2.19%2025-09-302025-11-07 GOOG ALPHABET INC4.3K shares-2.25%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares0.00%2025-09-302025-11-07 MS MORGAN STANLEY4.5K shares0.49%2025-09-302025-11-07 CRWD CROWDSTRIKE HLDGS INC1.1K shares-4.81%2025-09-302025-11-07 GEV GE VERNOVA INC807 shares-1.22%2025-09-302025-11-07 IOSP INNOSPEC INC5.0K shares0.02%2025-09-302025-11-07 DOW DOW INC14.4K shares-14.57%2025-09-302025-11-07 V VISA INC949 shares0.00%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON1.6K shares14.25%2025-09-302025-11-07 NOC NORTHROP GRUMMAN CORP485 shares0.21%2025-09-302025-11-07 QQQ INVESCO QQQ TR478 shares-1.24%2025-09-302025-11-07 AMD ADVANCED MICRO DEVICES INC1.6K sharesnew addition2025-09-302025-11-07 SHOP SHOPIFY INC1.7K sharesnew addition2025-09-302025-11-07 MSTR STRATEGY INC729 sharesnew addition2025-09-302025-11-07 NET CLOUDFLARE INC1.0K sharesnew addition2025-09-302025-11-07 BAC BANK AMERICA CORP4.1K shares-2.42%2025-09-302025-11-07 IBRX IMMUNITYBIO INC82.8K shares6.43%2025-09-302025-11-07 RIVN RIVIAN AUTOMOTIVE INC13.4K shares0.00%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available