Bell & Brown Wealth Advisors, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Newport Beach, CA
CIK
0001725362
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 70 199,840 13F-HR 8/15/2023 000117266123003202 Bell & Brown Wealth Advisors, LLC
Q1 2023 67 187,678 13F-HR 4/14/2023 000108514623001680 Bell & Brown Wealth Advisors, LLC
Q4 2022 71 181,779 13F-HR 2/10/2023 000108514623001043 Bell & Brown Wealth Advisors, LLC
Q3 2022 64 161,971 13F-HR 10/26/2022 000108514622003610 Bell & Brown Wealth Advisors, LLC
Q2 2022 73 187,049 13F-HR 7/22/2022 000108514622002538 Bell & Brown Wealth Advisors, LLC
Q1 2022 75 220,765 13F-HR 5/2/2022 000108514622001644 Bell & Brown Wealth Advisors, LLC
Q4 2021 71 207,154 13F-HR 2/9/2022 000108514622000695 Bell & Brown Wealth Advisors, LLC
Q3 2021 73 185,453 13F-HR 11/12/2021 000108514621003156 Bell & Brown Wealth Advisors, LLC
Q3 2020 69 138,310 13F-HR 10/23/2020 000108514620002627 Bell & Brown Wealth Advisors, LLC
Q2 2020 70 127,912 13F-HR 8/7/2020 000108514620002047 Bell & Brown Wealth Advisors, LLC
Q1 2020 71 107,724 13F-HR 5/11/2020 000108514620001411 Bell & Brown Wealth Advisors, LLC
Q4 2019 81 134,167 13F-HR 1/17/2020 000108514620000171 Bell & Brown Wealth Advisors, LLC
Q3 2019 82 121,638 13F-HR 10/9/2019 000108514619002481 Bell & Brown Wealth Advisors, LLC
Q2 2019 81 113,489 13F-HR 8/6/2019 000108514619002106 Bell & Brown Wealth Advisors, LLC
Q1 2019 87 109,723 13F-HR 5/13/2019 000108514619001460 Bell & Brown Wealth Advisors, LLC
Q4 2018 81 93,474 RESTATEMENT 2/22/2019 000108514619001002 Bell & Brown Wealth Advisors, LLC
Q4 2018 107 248,709 13F-HR 2/7/2019 000108514619000389 Bell & Brown Wealth Advisors, LLC
Q3 2018 85 107,706 13F-HR 11/13/2018 000108514618002588 Bell & Brown Wealth Advisors, LLC
Q2 2018 82 101,290 13F-HR 7/31/2018 000108514618001794 Bell & Brown Wealth Advisors, LLC
Q1 2018 85 94,998 13F-HR 5/2/2018 000108514618001202 Bell & Brown Wealth Advisors, LLC
Q4 2017 83 96,505 13F-HR 2/13/2018 000108514618000653 Bell & Brown Wealth Advisors, LLC