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The Analysis of Bell & Brown Wealth Advisors, LLC's Holdings & P&L

Currently, Bell & Brown Wealth Advisors, LLC holds 68 types of securities in its portfolio with a total value $308.3M. In the most recent quarter, they have increased their positions in UNH (+12.0K shares, valued at $3.2M), NFLX (+23.1K shares, valued at $2.2M), TSLA (+4.7K shares, valued at $1.7M); decreased their positions in ULTA (-5.4K shares, valued at $2.8M), N/A (-2.7K shares, valued at $847.1K), CTVA (-8.2K shares, valued at $686.1K); initiated new positions in COP (+1.5K shares, valued at $204.5K).

1M P&L

+8.4M+3.23%

3M P&L

+7.5M+2.85%

HY P&L

+25.5M+10.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General19.9M

7.7%

2Banks - Diversified16.9M

6.5%

3Consumer Electronics16.9M

6.5%

Top Industries by Stock Count

1Drug Manufacturers - General4 stocks

6.6%

2Credit Services4 stocks

6.6%

3Aerospace & Defense3 stocks

4.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BROADCOM INC BROADCOM INC54.4K shares-4.79%2026-03-312026-05-11

AAPL APPLE INC62.5K shares0.56%2026-03-312026-05-11

ALPHABET INC ALPHABET INC53.2K shares-3.34%2026-03-312026-05-11

XOM EXXON MOBIL CORP74.9K shares0.00%2026-03-312026-05-11

LLY ELI LILLY & CO12.2K shares-3.52%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC12.6K shares-4.58%2026-03-312026-05-11

VLO VALERO ENERGY CORP42.4K shares-1.52%2026-03-312026-05-11

META META PLATFORMS INC16.2K shares-1.30%2026-03-312026-05-11

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JPM JPMORGAN CHASE & CO32.3K shares-1.30%2026-03-312026-05-11

AMZN AMAZON COM INC38.4K shares1.23%2026-03-312026-05-11

FDX FEDEX CORP21.1K shares-0.51%2026-03-312026-05-11

BA BOEING CO36.7K shares1.28%2026-03-312026-05-11

WMT WALMART INC57.1K shares-0.71%2026-03-312026-05-11

TSLA TESLA INC18.4K shares34.10%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION6.6K shares2.02%2026-03-312026-05-11

CVX CHEVRON CORPORATION30.8K shares0.98%2026-03-312026-05-11

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GLD SPDR GOLD TR14.7K shares-0.80%2026-03-312026-05-11

OXY OCCIDENTAL PETE CORP92.7K shares-0.13%2026-03-312026-05-11

MSFT MICROSOFT CORP15.9K shares5.16%2026-03-312026-05-11

QCOM QUALCOMM INC45.1K shares-1.02%2026-03-312026-05-11

DIS DISNEY WALT CO56.4K shares2.61%2026-03-312026-05-11

WSM WILLIAMS SONOMA INC29.0K shares-2.13%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC43.5K shares0.03%2026-03-312026-05-11

RTX RTX CORPORATION26.1K shares-0.35%2026-03-312026-05-11

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WFC WELLS FARGO & CO62.2K shares-8.94%2026-03-312026-05-11

ORCL ORACLE CORP31.5K shares2.38%2026-03-312026-05-11

BABA ALIBABA GROUP HLDG LTD36.3K shares-2.88%2026-03-312026-05-11

SBUX STARBUCKS CORP50.5K shares0.70%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO14.3K shares-2.16%2026-03-312026-05-11

ULTA ULTA BEAUTY INC7.8K shares-40.91%2026-03-312026-05-11

AMGN AMGEN INC11.3K shares0.05%2026-03-312026-05-11

NFLX NETFLIX INC.41.1K shares129.17%2026-03-312026-05-11

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UNH UNITEDHEALTH GROUP INC13.8K shares684.27%2026-03-312026-05-11

WMB WILLIAMS COS INC50.7K shares-0.28%2026-03-312026-05-11

PYPL PAYPAL HLDGS INC80.8K shares3.61%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC31.7K shares0.02%2026-03-312026-05-11

MCD MCDONALDS CORP11.4K shares0.84%2026-03-312026-05-11

KO COCA COLA CO46.6K shares-0.02%2026-03-312026-05-11

PEP PEPSICO INC21.4K shares2.15%2026-03-312026-05-11

HD HOME DEPOT INC10.0K shares1.37%2026-03-312026-05-11

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COF CAPITAL ONE FINL CORP17.0K shares-0.54%2026-03-312026-05-11

NKE NIKE INC55.4K shares54.29%2026-03-312026-05-11

PG PROCTER & GAMBLE CO19.1K shares2.84%2026-03-312026-05-11

CE CELANESE CORP DEL39.8K shares27.98%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO41.8K shares0.15%2026-03-312026-05-11

QNITY ELECTRONICS INC QNITY ELECTRONICS INC21.0K shares3.77%2026-03-312026-05-11

TK TEEKAY CORPORATION LTD198.0K shares0.24%2026-03-312026-05-11

TGT TARGET CORP19.2K shares-2.87%2026-03-312026-05-11

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UBER UBER TECHNOLOGIES INC32.0K shares5.17%2026-03-312026-05-11

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC43.4K shares6.97%2026-03-312026-05-11

KMB KIMBERLY-CLARK CORP18.9K shares13.25%2026-03-312026-05-11

LOW LOWES COS INC5.5K shares0.37%2026-03-312026-05-11

CTVA CORTEVA INC14.8K shares-35.71%2026-03-312026-05-11

ALPHABET INC ALPHABET INC4.0K shares-0.50%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE3.6K shares0.50%2026-03-312026-05-11

NVDA NVIDIA CORPORATION5.5K shares-12.85%2026-03-312026-05-11

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MS MORGAN STANLEY4.6K shares0.42%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares1.49%2026-03-312026-05-11

IBRX IMMUNITYBIO INC75.0K shares-9.20%2026-03-312026-05-11

GEV GE VERNOVA INC606 shares-20.47%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON1.9K shares14.11%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC1.1K shares10.11%2026-03-312026-05-11

IOSP INNOSPEC INC5.0K shares0.00%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC1.7K shares0.12%2026-03-312026-05-11

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NOC NORTHROP GRUMMAN CORP485 shares0.00%2026-03-312026-05-11

V VISA INC970 shares0.10%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR415 shares1.22%2026-03-312026-05-11

COP CONOCOPHILLIPS1.5K sharesnew addition2026-03-312026-05-11

BROADCOM INC

-4.79%

Shares54.4K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

0.56%

Shares62.5K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-3.34%

Shares53.2K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

0.00%

Shares74.9K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

-3.52%

Shares12.2K

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS GROUP INC

-4.58%

Shares12.6K

Event2026-03-31

Filed2026-05-11

VLO

VALERO ENERGY CORP

-1.52%

Shares42.4K

Event2026-03-31

Filed2026-05-11