Bell & Brown Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Newport Beach, CA
CIK
0001725362
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 69 261,025 BRK-B, LLY, AAPL, GOOGL 13F-HR 8/13/2024 000117266124003313
Q1 2024 68 233,627 LLY, AVGO, AAPL, GOOGL 13F-HR 5/13/2024 000117266124002196
Q4 2023 74 215,405 AAPL, AVGO, LLY, GOOGL 13F-HR 2/12/2024 000117266124000659
Q2 2023 70 199,840 AAPL, AVGO, LLY, XOM 13F-HR 8/15/2023 000117266123003202
Q1 2023 67 187,678 AAPL, XOM, ULTA, BA 13F-HR 4/14/2023 000108514623001680
Q4 2022 71 181,779 XOM, AAPL, ULTA, LLY 13F-HR 2/10/2023 000108514623001043
Q3 2022 64 161,971 XOM, AAPL, LLY, ULTA 13F-HR 10/26/2022 000108514622003610
Q2 2022 73 187,049 AAPL, XOM, OXY, GOOGL 13F-HR 7/22/2022 000108514622002538
Q1 2022 75 220,765 ABR, AAPL, XOM, GOOGL 13F-HR 5/2/2022 000108514622001644
Q4 2021 71 207,154 AAPL, XOM, GOOGL, QCOM 13F-HR 2/9/2022 000108514622000695
Q3 2021 73 185,453 AAPL, GOOGL, XOM, META 13F-HR 11/12/2021 000108514621003156
Q3 2020 69 138,310 AAPL, FDX, QCOM, GOOGL 13F-HR 10/23/2020 000108514620002627
Q2 2020 70 127,912 AAPL, QCOM, GOOGL, AMZN 13F-HR 8/7/2020 000108514620002047
Q1 2020 71 107,724 AAPL, GOOGL, AMZN, META 13F-HR 5/11/2020 000108514620001411
Q4 2019 81 134,167 AAPL, BA, GOOGL, DIS 13F-HR 1/17/2020 000108514620000171
Q3 2019 82 121,638 AAPL, BA, GOOGL, DIS 13F-HR 10/9/2019 000108514619002481
Q2 2019 81 113,489 AAPL, BA, DIS, QCOM 13F-HR 8/6/2019 000108514619002106
Q1 2019 87 109,723 BA, AAPL, DIS, MMM 13F-HR 5/13/2019 000108514619001460
Q4 2018 81 93,474 BA, AAPL, DIS, MMM RESTATEMENT 2/22/2019 000108514619001002
Q3 2018 85 107,706 AAPL, BA, DIS, JPM 13F-HR 11/13/2018 000108514618002588
Q2 2018 82 101,290 BA, AAPL, TWITTER INC, DIS 13F-HR 7/31/2018 000108514618001794
Q1 2018 85 94,998 BA, AAPL, FDX, JPM 13F-HR 5/2/2018 000108514618001202
Q4 2017 83 96,505 BA, AAPL, FDX, WFC 13F-HR 2/13/2018 000108514618000653
Additional filings from Bell & Brown Wealth Advisors, LLC that have since been restated