Bell & Brown Wealth Advisors, LLC
CIK: 0001725362SEC EDGAR →
Portfolio Value
$310.3B
Holdings
71
As of
Q4 2025
New Positions
4
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BROADCOM INC | 57,156 | $19.8B | 6.38% |
| 2 | ALPHABET INC | 54,992 | $17.2B | 5.55% |
| 3 | APPLE INC | 62,196 | $16.9B | 5.45% |
| 4 | ELI LILLY & CO | 12,641 | $13.6B | 4.38% |
| 5 | GOLDMAN SACHS GROUP INC | 13,220 | $11.6B | 3.75% |
| 6 | META PLATFORMS INC | 16,412 | $10.8B | 3.49% |
| 7 | JPMORGAN CHASE & CO. | 32,773 | $10.6B | 3.40% |
| 8 | EXXON MOBIL CORP | 74,942 | $9.0B | 2.91% |
| 9 | AMAZON COM INC | 37,898 | $8.7B | 2.82% |
| 10 | ULTA BEAUTY INC | 13,258 | $8.0B | 2.59% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 11 | $64.1B | 20.7% |
| Consumer Cyclical | 11 | $49.6B | 16.0% |
| Financial Services | 7 | $43.0B | 13.9% |
| Communication Services | 5 | $37.2B | 12.0% |
| Energy | 6 | $29.3B | 9.5% |
| Healthcare | 7 | $25.2B | 8.1% |
| Consumer Defensive | 6 | $22.6B | 7.3% |
| Industrials | 5 | $20.2B | 6.5% |
| Unknown | 6 | $13.2B | 4.3% |
| Basic Materials | 6 | $5.3B | 1.7% |
| Utilities | 1 | $498.0M | 0.2% |