The Analysis of Bell & Brown Wealth Advisors, LLC's Holdings
Currently, Bell & Brown Wealth Advisors, LLC holds 71 types of securities in its portfolio with a total value $310.3M. In the most recent quarter, they have increased their positions in N/A (+20.3K shares, valued at $1.7M), NFLX (+16.6K shares, valued at $1.6M), UNH (+1.8K shares, valued at $579.3K); decreased their positions in WFC (-22.6K shares, valued at $2.1M), N/A (-4.4K shares, valued at $1.5M), N/A (-2.0K shares, valued at $639.5K); initiated new positions in N/A (+20.3K shares, valued at $1.7M), UNH (+1.8K shares, valued at $579.3K), NUE (+1.3K shares, valued at $206.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BROADCOM INC BROADCOM INC57.2K shares-7.11%2025-12-312026-01-30
ALPHABET INC ALPHABET INC55.0K shares-3.58%2025-12-312026-01-30 AAPL APPLE INC62.2K shares-0.66%2025-12-312026-01-30 LLY ELI LILLY & CO12.6K shares-2.31%2025-12-312026-01-30 GS GOLDMAN SACHS GROUP INC13.2K shares-4.53%2025-12-312026-01-30 META META PLATFORMS INC16.4K shares-2.27%2025-12-312026-01-30 JPM JPMORGAN CHASE & CO.32.8K shares-2.28%2025-12-312026-01-30 XOM EXXON MOBIL CORP74.9K shares-0.47%2025-12-312026-01-30 AMZN AMAZON COM INC37.9K shares-0.49%2025-12-312026-01-30 ULTA ULTA BEAUTY INC13.3K shares-6.62%2025-12-312026-01-30 BA BOEING CO36.2K shares0.22%2025-12-312026-01-30 QCOM QUALCOMM INC45.5K shares-0.39%2025-12-312026-01-30 MSFT MICROSOFT CORP15.1K shares-6.10%2025-12-312026-01-30 VLO VALERO ENERGY CORP43.1K shares0.21%2025-12-312026-01-30 WMT WALMART INC57.5K shares-0.79%2025-12-312026-01-30 WFC WELLS FARGO CO NEW68.3K shares-24.90%2025-12-312026-01-30 DIS DISNEY WALT CO55.0K shares2.05%2025-12-312026-01-30 TSLA TESLA INC13.7K shares0.73%2025-12-312026-01-30 FDX FEDEX CORP21.3K shares2.27%2025-12-312026-01-30 ORCL ORACLE CORP30.7K shares2.47%2025-12-312026-01-30 GLD SPDR GOLD TR14.8K shares-1.63%2025-12-312026-01-30 COST COSTCO WHSL CORP NEW6.5K shares2.69%2025-12-312026-01-30 BABA ALIBABA GROUP HLDG LTD37.4K shares-4.18%2025-12-312026-01-30 AXP AMERICAN EXPRESS CO14.6K shares-1.02%2025-12-312026-01-30 WSM WILLIAMS SONOMA INC29.7K shares-3.74%2025-12-312026-01-30 RTX RTX CORPORATION26.2K shares-0.30%2025-12-312026-01-30 CVX CHEVRON CORP NEW30.5K shares3.19%2025-12-312026-01-30 PYPL PAYPAL HLDGS INC78.0K shares4.04%2025-12-312026-01-30 SBUX STARBUCKS CORP50.1K shares2.16%2025-12-312026-01-30 COF CAPITAL ONE FINL CORP17.1K shares-2.19%2025-12-312026-01-30 OXY OCCIDENTAL PETE CORP92.8K shares3.60%2025-12-312026-01-30 AMGN AMGEN INC11.3K shares-0.05%2025-12-312026-01-30 MCD MCDONALDS CORP11.3K shares4.85%2025-12-312026-01-30 HD HOME DEPOT INC9.8K shares2.94%2025-12-312026-01-30 KO COCA COLA CO46.6K shares3.64%2025-12-312026-01-30 WMB WILLIAMS COS INC50.9K shares-1.83%2025-12-312026-01-30 PEP PEPSICO INC20.9K shares3.40%2025-12-312026-01-30 PG PROCTER AND GAMBLE CO18.5K shares1.67%2025-12-312026-01-30 UBER UBER TECHNOLOGIES INC30.4K shares1.57%2025-12-312026-01-30 NKE NIKE INC35.9K shares4.48%2025-12-312026-01-30 BMY BRISTOL-MYERS SQUIBB CO41.8K shares-2.14%2025-12-312026-01-30 TGT TARGET CORP19.8K shares-5.09%2025-12-312026-01-30 TK TEEKAY CORPORATION LTD197.5K shares-2.50%2025-12-312026-01-30 KMB KIMBERLY-CLARK CORP16.7K shares-3.21%2025-12-312026-01-30 NFLX NETFLIX INC17.9K shares1237.94%2025-12-312026-01-30 CTVA CORTEVA INC22.9K shares-10.52%2025-12-312026-01-30 LOW LOWES COS INC5.5K shares-0.45%2025-12-312026-01-30 CE CELANESE CORP DEL31.1K shares10.02%2025-12-312026-01-30 ALPHABET INC ALPHABET INC4.0K shares-5.44%2025-12-312026-01-30 LULU LULULEMON ATHLETICA INC5.7K shares-12.18%2025-12-312026-01-30 NVDA NVIDIA CORPORATION6.3K shares-6.48%2025-12-312026-01-30 GE AEROSPACE GE AEROSPACE3.6K shares-7.41%2025-12-312026-01-30 MS MORGAN STANLEY4.6K shares0.35%2025-12-312026-01-30 UNH UNITEDHEALTH GROUP INC1.8K sharesnew addition2025-12-312026-01-30 GEV GE VERNOVA INC762 shares-5.58%2025-12-312026-01-30 CRWD CROWDSTRIKE HLDGS INC989 shares-9.18%2025-12-312026-01-30 IOSP INNOSPEC INC5.0K shares-0.02%2025-12-312026-01-30 AMD ADVANCED MICRO DEVICES INC1.7K shares3.12%2025-12-312026-01-30 V VISA INC969 shares2.11%2025-12-312026-01-30 JNJ JOHNSON & JOHNSON1.6K shares-1.28%2025-12-312026-01-30 NOC NORTHROP GRUMMAN CORP485 shares0.00%2025-12-312026-01-30 DOW DOW INC11.2K shares-22.12%2025-12-312026-01-30 SHOP SHOPIFY INC1.4K shares-18.62%2025-12-312026-01-30 NUE NUCOR CORP1.3K sharesnew addition2025-12-312026-01-30 IBRX IMMUNITYBIO INC82.7K shares-0.12%2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available