Bell & Brown Wealth Advisors, LLC
Q4 2023 13F Holdings
Location
Newport Beach, CA
Holdings as of
12/31/2023
Value ($000)
$215,406
Num holdings
74
Date filed
2/12/2024
Form type
13F-HR
Prev filing
8/15/2023
Next filing
5/13/2024
SEC
View on sec.gov
Compare Q4 2023 to
2024 Q3
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2022 Q4
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2021 Q3
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2020 Q2
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2019 Q4
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2018 Q4 - RESTATEMENT
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2017 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type