Bell & Brown Wealth Advisors, LLC
Q4 2024 13F Holdings
Location
Newport Beach, CA
Holdings as of
12/31/2024
Value ($000)
$268,707
Num holdings
71
Date filed
5/7/2025
Form type
13F-HR
Prev filing
11/14/2024
Next filing
5/7/2025
SEC
View on sec.gov
Compare Q4 2024 to
2025 Q1
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4 - RESTATEMENT
2018 Q3
2018 Q2
2018 Q1
2017 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type