Bell & Brown Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Bell & Brown Wealth Advisors, LLCInvestment ActivityBell & Brown Wealth Advisors, LLC has $308.29 million in total holdings as of March 31, 2026.Bell & Brown Wealth Advisors, LLC owns shares of 68 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 3.60% of the portfolio was purchased this quarter.About 3.11% of the portfolio was sold this quarter.This quarter, Bell & Brown Wealth Advisors, LLC has purchased 71 new stocks and bought additional shares in 37 stocks.Bell & Brown Wealth Advisors, LLC sold shares of 27 stocks and completely divested from 4 stocks this quarter.Largest Holdings Broadcom $16,843,107Apple $15,873,203Alphabet $15,286,179ExxonMobil $12,714,671Eli Lilly and Company $11,217,263 Largest New Holdings this Quarter 20825C104 - ConocoPhillips $204,468 Holding Largest Purchases this Quarter UnitedHealth Group 12,009 shares (about $3.25M)Netflix 23,141 shares (about $2.23M)Tesla 4,681 shares (about $1.74M)NIKE 19,509 shares (about $1.03M)Celanese 8,700 shares (about $572.20K) Largest Sales this Quarter Ulta Beauty 5,424 shares (about $2.84M)Broadcom 2,737 shares (about $847.12K)Corteva 8,196 shares (about $686.11K)Alphabet 1,834 shares (about $527.39K)The Goldman Sachs Group 606 shares (about $512.69K) 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 PortfolioSectorAVGOBroadcom$16,843,107$847,123 â–¼-4.8%54,4195.5%Computer and TechnologyAAPLApple$15,873,203$88,572 â–²0.6%62,5455.1%Computer and TechnologyGOOGLAlphabet$15,286,179$527,387 â–¼-3.3%53,1585.0%Computer and TechnologyXOMExxonMobil$12,714,6710.0%74,9424.1%EnergyLLYEli Lilly and Company$11,217,263$409,288 â–¼-3.5%12,1963.6%MedicalGSThe Goldman Sachs Group$10,671,723$512,689 â–¼-4.6%12,6143.5%FinanceVLOValero Energy$10,480,711$161,835 â–¼-1.5%42,4193.4%EnergyMETAMeta Platforms$9,537,594$126,006 â–¼-1.3%16,1983.1%Computer and TechnologyJPMJPMorgan Chase & Co.$9,515,434$125,017 â–¼-1.3%32,3483.1%FinanceAMZNAmazon.com$7,990,487$97,470 â–²1.2%38,3662.6%Retail/WholesaleFDXFedEx$7,532,825$38,467 â–¼-0.5%21,1492.4%TransportationBABoeing$7,299,560$92,150 â–²1.3%36,6762.4%AerospaceWALMART INC$7,099,785$50,955 â–¼-0.7%57,1272.3%COMTSLATesla$6,842,802$1,740,162 â–²34.1%18,4072.2%Auto/Tires/TrucksCOSTCostco Wholesale$6,556,568$129,537 â–²2.0%6,5802.1%Retail/WholesaleCVXChevron$6,374,725$61,862 â–²1.0%30,8112.1%EnergyGLDSPDR Gold Shares$6,323,542$51,205 â–¼-0.8%14,6962.1%FinanceOXYOccidental Petroleum$6,024,684$7,930 â–¼-0.1%92,6872.0%EnergyMSFTMicrosoft$5,887,557$288,733 â–²5.2%15,9051.9%Computer and TechnologyQCOMQualcomm$5,822,422$59,957 â–¼-1.0%45,0591.9%Computer and TechnologyDISWalt Disney$5,447,872$138,657 â–²2.6%56,4211.8%Consumer DiscretionaryWSMWilliams-Sonoma$5,296,496$115,415 â–¼-2.1%29,0491.7%Retail/WholesaleMRKMerck & Co., Inc.$5,234,053$1,323 â–²0.0%43,5121.7%MedicalRTXRTX$5,037,127$17,747 â–¼-0.4%26,1131.6%AerospaceWFCWells Fargo & Company$4,949,256$486,017 â–¼-8.9%62,1691.6%FinanceORCLOracle$4,630,480$107,538 â–²2.4%31,4761.5%Computer and TechnologyBABAAlibaba Group$4,553,822$135,246 â–¼-2.9%36,2971.5%Retail/WholesaleSBUXStarbucks$4,523,353$31,536 â–²0.7%50,4891.5%Retail/WholesaleAXPAmerican Express$4,320,582$95,583 â–¼-2.2%14,2841.4%FinanceULTAUlta Beauty$4,094,910$2,835,179 â–¼-40.9%7,8341.3%Retail/WholesaleAMGNAmgen$3,975,321$2,117 â–²0.1%11,2681.3%MedicalNFLXNetflix$3,947,534$2,225,007 â–²129.2%41,0561.3%Consumer DiscretionaryUNHUnitedHealth Group$3,724,342$3,249,464 â–²684.3%13,7641.2%MedicalWMBWilliams Companies$3,692,930$10,189 â–¼-0.3%50,7411.2%EnergyPYPLPayPal$3,654,734$127,459 â–²3.6%80,8031.2%Business ServicesCCitigroup$3,590,507$567 â–²0.0%31,6601.2%Financial ServicesMCDMcDonald's$3,550,381$29,524 â–²0.8%11,4241.2%Retail/WholesaleKOCocaCola$3,542,525$760 â–¼0.0%46,5821.1%Consumer StaplesPEPPepsiCo$3,318,725$69,726 â–²2.1%21,3711.1%Consumer StaplesHDHome Depot$3,280,312$44,400 â–²1.4%9,9741.1%Retail/WholesaleCOFCapital One Financial$3,099,121$16,784 â–¼-0.5%16,9881.0%FinanceNKENIKE$2,928,642$1,030,460 â–²54.3%55,4460.9%Consumer DiscretionaryPGProcter & Gamble$2,753,235$75,977 â–²2.8%19,0610.9%Consumer StaplesCECelanese$2,617,120$572,199 â–²28.0%39,7920.8%Basic MaterialsBMYBristol Myers Squibb$2,537,558$3,821 â–²0.2%41,8390.8%MedicalQNITY ELECTRONICS INC$2,425,303$88,035 â–²3.8%21,0200.8%COMMON STOCKTEEKAY CORPORATION LTD$2,417,189$5,885 â–²0.2%197,9680.8%SHSTGTTarget$2,327,618$68,748 â–¼-2.9%19,1970.8%Retail/WholesaleUBERUber Technologies$2,300,106$113,146 â–²5.2%31,9770.7%Computer and TechnologyDDDuPont de Nemours$1,986,870$129,432 â–²7.0%43,3810.6%Basic MaterialsKIMBERLY-CLARK CORP$1,826,644$213,776 â–²13.3%18,9350.6%COMLOWLowe's Companies$1,298,039$4,725 â–²0.4%5,4940.4%Retail/WholesaleCTVACorteva$1,235,090$686,105 â–¼-35.7%14,7540.4%Consumer StaplesGOOGAlphabet$1,147,221$5,738 â–¼-0.5%3,9990.4%Computer and TechnologyGEGE Aerospace$1,023,279$5,108 â–²0.5%3,6060.3%AerospaceNVDANVIDIA$951,850$140,388 â–¼-12.9%5,4580.3%Computer and TechnologyMSMorgan Stanley$754,624$3,127 â–²0.4%4,5850.2%FinanceBRK.BBerkshire Hathaway$652,670$9,584 â–²1.5%1,3620.2%FinanceIBRXImmunityBio$575,634$58,292 â–¼-9.2%75,0500.2%MedicalGE VERNOVA INC$528,977$136,172 â–¼-20.5%6060.2%COMJNJJohnson & Johnson$452,722$55,979 â–²14.1%1,8520.1%MedicalCRWDCrowdStrike$425,156$39,041 â–²10.1%1,0890.1%Computer and TechnologyIOSPInnospec$362,6170.0%4,9660.1%Basic MaterialsAMDAdvanced Micro Devices$336,677$407 â–²0.1%1,6550.1%Computer and TechnologyNOCNorthrop Grumman$331,1910.0%4850.1%AerospaceVVisa$293,057$302 â–²0.1%9700.1%Business ServicesQQQInvesco QQQ$239,716$2,888 â–²1.2%4150.1%FinanceCOPConocoPhillips$204,468$204,468 â–²New Holding1,5490.1%EnergyLULUlululemon athletica$0$1,174,542 â–¼-100.0%00.0%Consumer DiscretionaryDOWDOW$0$261,838 â–¼-100.0%00.0%Basic MaterialsSHOPIFY INC$0$218,114 â–¼-100.0%00.0%CL A SUB VTG SHSNUENucor$0$206,934 â–¼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. 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