Bell & Brown Wealth Advisors, LLC

CIK: 0001725362SEC EDGAR →

Portfolio Value

$310.3M

Holdings

71

As of

Q4 2025

New Positions

4

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

BROADCOM INC

57,156$19.8M
6.38%
2

ALPHABET INC

54,992$17.2M
5.55%
3

APPLE INC

62,196$16.9M
5.45%
4

ELI LILLY & CO

12,641$13.6M
4.38%
5

GOLDMAN SACHS GROUP INC

13,220$11.6M
3.75%
6

META PLATFORMS INC

16,412$10.8M
3.49%
7

JPMORGAN CHASE & CO.

32,773$10.6M
3.40%
8

EXXON MOBIL CORP

74,942$9.0M
2.91%
9

AMAZON COM INC

37,898$8.7M
2.82%
10

ULTA BEAUTY INC

13,258$8.0M
2.59%

Quarterly Changes

Top Buys

ORCL↑ Increased
$2.4M
QNEW
$1.7M
DD↑ Increased
$1.2M
FDX↑ Increased
$1.2M
TRVC↑ Increased
$580K

Top Sells

LLY↓ Decreased
$3.7M
GOOGL↓ Decreased
$3.3M
META↓ Decreased
$1.5M
BABA↓ Decreased
$1.5M
WFC↓ Decreased
$1.3M

New Positions (3)

$1.7M · 20K shares
$579K · 2K shares
$206K · 1K shares

Closed Positions (4)

$235K · 729 shares
$215K · 1K shares
$214K · 4K shares
$197K · 13K shares

Sector Breakdown

Sector# HoldingsValue%
Technology11$64.1M20.7%
Consumer Cyclical11$49.6M16.0%
Financial Services7$43.0M13.9%
Communication Services5$37.2M12.0%
Energy6$29.3M9.5%
Healthcare7$25.2M8.1%
Consumer Defensive6$22.6M7.3%
Industrials5$20.2M6.5%
Unknown6$13.2M4.3%
Basic Materials6$5.3M1.7%
Utilities1$498K0.2%