← Every investor
Bell & Brown Wealth Advisors, LLC Portfolio
$319.8M across 72 positions as of 2026-09-30, with 41% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $19.6M | 6.1% | 58,851 |
| GOOGLAlphabet Inc | $16.7M | 5.2% | 48,635 |
| AVGOBroadcom Inc | $16.6M | 5.2% | 47,349 |
| VLOValero Energy Corp | $14.4M | 4.5% | 37,147 |
| LLYEli Lilly and Co | $12.9M | 4.0% | 11,178 |
| XOMExxonmobil Holdings Corp | $11.3M | 3.5% | 69,410 |
| METAMeta Platforms Inc | $11.2M | 3.5% | 15,382 |
| GSGoldman Sachs Group Inc | $10.3M | 3.2% | 11,439 |
| JPMJPMorgan Chase & Co | $10M | 3.1% | 30,258 |
| AMZNAmazon.com Inc | $9.1M | 2.9% | 36,620 |
| MSFTMicrosoft Corp | $8.3M | 2.6% | 16,258 |
| TSLATesla Inc | $8M | 2.5% | 22,632 |
| QCOMQualcomm Inc | $7.8M | 2.4% | 42,556 |
| BABoeing Co | $7.8M | 2.4% | 41,698 |
| MRKMerck & Co Inc | $6.1M | 1.9% | 42,026 |
| CVXChevron Corp | $6.1M | 1.9% | 29,899 |
| WMTWalmart Inc | $6M | 1.9% | 57,281 |
| DISWalt Disney Co | $5.9M | 1.8% | 56,010 |
| FDXFedEx Corp | $5.8M | 1.8% | 20,499 |
| COSTCostco Wholesale Corp | $5.8M | 1.8% | 6,348 |
| UNHUnitedHealth Group Inc | $5.2M | 1.6% | 14,245 |
| GLDSPDR Gold Shares | $5.1M | 1.6% | 13,518 |
| WFCWells Fargo & Co | $5.1M | 1.6% | 63,277 |
| OXYOccidental Petroleum Corp | $5M | 1.6% | 90,667 |
| AMGNAmgen Inc | $4.7M | 1.5% | 11,150 |
| SBUXStarbucks Corp | $4.6M | 1.4% | 48,826 |
| RTXRTX Corp | $4.5M | 1.4% | 24,087 |
| ORCLOracle Corp | $4.2M | 1.3% | 30,584 |
| ULTAUlta Beauty Inc | $4M | 1.3% | 7,383 |
| AXPAmerican Express Co | $4M | 1.3% | 13,231 |
| PYPLPayPal Holdings Inc | $3.9M | 1.2% | 75,099 |
| CECelanese Corp | $3.8M | 1.2% | 85,882 |
| KOCoca-Cola Co | $3.8M | 1.2% | 43,846 |
| CCitigroup Inc | $3.7M | 1.2% | 28,950 |
| WMBWilliams Companies Inc | $3.3M | 1.0% | 49,235 |
| NFLXNetflix Inc | $3.3M | 1.0% | 47,809 |
| COFCapital One Financial Corp | $3.3M | 1.0% | 16,874 |
| TGTTarget Corp | $3.2M | 1.0% | 20,374 |
| BABAAlibaba Group Holding Ltd | $3.2M | 1.0% | 29,598 |
| HDHome Depot Inc | $3M | 0.9% | 10,458 |
| PGProcter & Gamble Co | $2.9M | 0.9% | 19,928 |
| PEPPepsiCo Inc | $2.9M | 0.9% | 22,843 |
| TEEKAY CORPORATION LTD | $2.8M | 0.9% | 194,820 |
| MCDMcDonald's Corp | $2.7M | 0.9% | 11,848 |
| UBERUber Technologies Inc | $2.6M | 0.8% | 38,044 |
| BMYBristol-Myers Squibb Co | $2.5M | 0.8% | 39,409 |
| QQnity Electronics Inc | $2.2M | 0.7% | 17,247 |
| KMBKimberly-Clark Corp | $2M | 0.6% | 20,993 |
| DDDupont De Nemours Inc | $1.9M | 0.6% | 14,489 |
| LOWLowe's Companies Inc | $1.8M | 0.6% | 10,004 |
| SPCXSpace Exploration Technologies Corp | $1.8M | 0.6% | 11,875 |
| NKENike Inc | $1.6M | 0.5% | 46,596 |
| GOOGAlphabet Inc | $1.4M | 0.4% | 3,998 |
| NVDANVIDIA Corp | $1.2M | 0.4% | 5,292 |
| FEDEX FGHT HLDG CO INC | $1.1M | 0.3% | 9,810 |
| GEGeneral Electric Co | $1M | 0.3% | 3,318 |
| AMDAdvanced Micro Devices Inc | $1M | 0.3% | 1,681 |
| IBRXImmunitybio Inc | $675.4K | 0.2% | 71,550 |
| BRK.BBerkshire Hathaway Inc | $653.3K | 0.2% | 1,312 |
| GEVGE Vernova Inc | $559.8K | 0.2% | 589 |
| JNJJohnson & Johnson | $488.8K | 0.2% | 1,846 |
| MSMorgan Stanley | $361.8K | 0.1% | 1,924 |
| GILDGilead Sciences, Inc | $324.2K | 0.1% | 2,175 |
| QQQInvesco QQQ Trust, Series 1 | $307.4K | 0.1% | 416 |
| CRWDCrowdStrike Holdings Inc | $306.1K | 0.1% | 1,156 |
| VVisa Inc | $289.2K | 0.1% | 805 |
| WSMWilliams-Sonoma Inc | $273.9K | 0.1% | 1,201 |
| NUENucor Corp | $273K | 0.1% | 1,168 |
| MRVLMarvell Technology Inc | $255.2K | 0.1% | 966 |
| INNOSPEC INC | $248.6K | 0.1% | 2,608 |
| NOCNorthrop Grumman Corp | $234.9K | 0.1% | 486 |
| IVViShares Core S&P 500 ETF | $225.9K | 0.1% | 295 |
Quarter ending 2026-09-30.
Follow Bell & Brown Wealth Advisors, LLC by email
Bell & Brown Wealth Advisors, LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.