Bell & Brown Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Bell & Brown Wealth Advisors, LLCInvestment ActivityBell & Brown Wealth Advisors, LLC has $256.44 million in total holdings as of December 31, 2024.Bell & Brown Wealth Advisors, LLC owns shares of 69 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 2.32% of the portfolio was purchased this quarter.About 1.76% of the portfolio was sold this quarter.This quarter, Bell & Brown Wealth Advisors, LLC has purchased 71 new stocks and bought additional shares in 46 stocks.Bell & Brown Wealth Advisors, LLC sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $13,772,428Broadcom $11,603,871Eli Lilly and Company $11,272,271Meta Platforms $9,968,399Alphabet $9,093,812 Largest New Holdings this Quarter 478160104 - Johnson & Johnson $221,187 Holding Largest Purchases this Quarter Uber Technologies 13,549 shares (about $987.18K)Occidental Petroleum 15,355 shares (about $757.93K)Celanese 10,050 shares (about $570.54K)Johnson & Johnson 1,333 shares (about $221.19K)PepsiCo 1,428 shares (about $214.13K) Largest Sales this Quarter Broadcom 7,995 shares (about $1.34M)Eli Lilly and Company 1,097 shares (about $906.11K)DOW 10,957 shares (about $382.64K)Meta Platforms 476 shares (about $274.35K)NVIDIA 1,974 shares (about $213.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBell & Brown Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$13,772,428$53,312 ▲0.4%62,0015.4%Computer and TechnologyAVGOBroadcom$11,603,871$1,338,618 ▼-10.3%69,3054.5%Computer and TechnologyLLYEli Lilly and Company$11,272,271$906,110 ▼-7.4%13,6474.4%MedicalMETAMeta Platforms$9,968,399$274,354 ▼-2.7%17,2953.9%Computer and TechnologyGOOGLAlphabet$9,093,812$110,568 ▼-1.2%58,8063.5%Computer and TechnologyXOMExxon Mobil$8,896,017$60,536 ▲0.7%74,8003.5%EnergyJPMJPMorgan Chase & Co.$8,323,517$12,020 ▼-0.1%33,9313.2%FinanceGSThe Goldman Sachs Group$7,882,063$7,102 ▼-0.1%14,4273.1%FinanceAMZNAmazon.com$7,423,945$76,865 ▼-1.0%39,0202.9%Retail/WholesaleQCOMQUALCOMM$7,004,903$107,529 ▲1.6%45,6012.7%Computer and TechnologyWFCWells Fargo & Company$6,588,644$75,093 ▼-1.1%91,7762.6%FinanceCOSTCostco Wholesale$6,424,795$10,405 ▲0.2%6,7922.5%Retail/WholesaleMSFTMicrosoft$6,319,334$28,156 ▲0.4%16,8332.5%Computer and TechnologyBABoeing$6,240,918$52,360 ▲0.8%36,5922.4%AerospaceVLOValero Energy$5,655,732$119,261 ▲2.2%42,8232.2%EnergyDISWalt Disney$5,292,803$67,019 ▲1.3%53,6242.1%Consumer DiscretionaryULTAUlta Beauty$5,291,738$140,385 ▲2.7%14,4372.1%Retail/WholesaleBABAAlibaba Group$5,119,417$26,314 ▲0.5%38,7162.0%Retail/WholesaleWMTWalmart$5,034,527$181,379 ▲3.7%57,3462.0%Retail/WholesaleFDXFedEx$5,015,559$119,946 ▲2.5%20,5732.0%TransportationWSMWilliams-Sonoma$4,879,440$183,870 ▼-3.6%30,8631.9%Retail/WholesaleCVXChevron$4,827,570$117,607 ▲2.5%28,8571.9%EnergyPYPLPayPal$4,737,215$60,617 ▲1.3%72,6011.8%Computer and TechnologySBUXStarbucks$4,725,743$67,586 ▲1.5%48,1761.8%Retail/WholesaleGLDSPDR Gold Shares$4,344,863$121,883 ▲2.9%15,0791.7%FinanceORCLOracle$4,320,811$170,154 ▲4.1%30,9041.7%Computer and TechnologyOXYOccidental Petroleum$4,225,544$757,929 ▲21.9%85,6061.6%EnergyAXPAmerican Express$3,950,009$25,560 ▲0.7%14,6811.5%FinanceMRKMerck & Co., Inc.$3,919,722$45,509 ▲1.2%43,6681.5%MedicalRTXRTX$3,660,515$70,338 ▲2.0%27,6341.4%AerospaceHDHome Depot$3,492,487$86,497 ▲2.5%9,5291.4%Retail/WholesaleTSLATesla$3,431,278$165,344 ▼-4.6%13,2401.3%Auto/Tires/TrucksMCDMcDonald's$3,400,730$105,589 ▲3.2%10,8861.3%Retail/WholesaleAMGNAmgen$3,395,029$138,643 ▲4.3%10,8971.3%MedicalKOCoca-Cola$3,211,021$56,796 ▲1.8%44,8331.3%Consumer StaplesWMBWilliams Companies$3,069,035$176,710 ▲6.1%51,3561.2%EnergyPGProcter & Gamble$3,041,707$82,996 ▲2.8%17,8481.2%Consumer StaplesDFSDiscover Financial Services$3,013,367$10,242 ▲0.3%17,6531.2%FinancePEPPepsiCo$2,948,047$214,131 ▲7.8%19,6601.1%Consumer StaplesDDDuPont de Nemours$2,698,092$63,854 ▲2.4%36,1271.1%Basic MaterialsBMYBristol-Myers Squibb$2,602,632$82,461 ▲3.3%42,6721.0%MedicalKMBKimberly-Clark$2,436,392$86,476 ▲3.7%17,1301.0%Consumer StaplesCCitigroup$2,187,464$133,961 ▲6.5%30,8130.9%FinanceUBERUber Technologies$2,185,144$987,180 ▲82.4%29,9910.9%Computer and TechnologyNKENIKE$2,030,592$157,181 ▲8.4%31,9870.8%Consumer DiscretionaryTGTTarget$1,982,426$139,530 ▲7.6%18,9960.8%Retail/WholesaleLULULululemon Athletica$1,864,516$44,723 ▲2.5%6,5870.7%Consumer DiscretionaryCTVACorteva$1,662,718$73,504 ▼-4.2%26,4210.6%Consumer StaplesTEEKAY CORPORATION LTD$1,311,398$51,410 ▲4.1%199,6030.5%SHSNFLXNetflix$1,293,419$18,651 ▼-1.4%1,3870.5%Consumer DiscretionaryLOWLowe's Companies$1,280,351$5,831 ▲0.5%5,4890.5%Retail/WholesaleCECelanese$945,334$570,538 ▲152.2%16,6520.4%Basic MaterialsGEGE Aerospace$813,453$2,202 ▲0.3%4,0640.3%IndustrialsBRK.BBerkshire Hathaway$772,241$14,912 ▼-1.9%1,4500.3%FinanceNVDANVIDIA$741,917$213,958 ▼-22.4%6,8450.3%Computer and TechnologyGOOGAlphabet$663,509$312 ▲0.0%4,2470.3%Computer and TechnologyDOWDOW$595,843$382,643 ▼-39.1%17,0620.2%Basic MaterialsMSMorgan Stanley$525,624$2,567 ▲0.5%4,5050.2%FinanceIOSPInnospec$494,2160.0%5,2160.2%Basic MaterialsCRWDCrowdStrike$405,467$52,887 ▲15.0%1,1500.2%Computer and TechnologyVVisa$317,895$18,576 ▲6.2%9070.1%Business ServicesEIXEdison International$301,1990.0%5,1120.1%UtilitiesNOCNorthrop Grumman$247,888$2,049 ▼-0.8%4840.1%AerospaceGE VERNOVA INC$244,835$7,632 ▼-3.0%8020.1%COMQQQInvesco QQQ$226,958$14,537 ▼-6.0%4840.1%FinanceJNJJohnson & Johnson$221,187$221,187 ▲New Holding1,3330.1%MedicalVZVerizon Communications$220,909$7,078 ▼-3.1%4,8690.1%Computer and TechnologyIBRXImmunityBio$176,687$52,073 ▲41.8%58,7000.1%MedicalRIVNRivian Automotive$167,3280.0%13,4400.1%Auto/Tires/TrucksRDNTRadNet$0$209,520 ▼-100.0%00.0%MedicalCHRDChord Energy$0$205,195 ▼-100.0%00.0%EnergySRESempra$0$203,982 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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