Bell & Brown Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$256M
Signature - Title
Gerardo Martinez - Regulatory Consultant
Location
Newport Beach, CA
Summary
This page shows a list of all the recent 13F filings made by Bell & Brown Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bell & Brown Wealth Advisors, LLC reported 71 stock holdings with total value $256M as of Q3 2024. Top holdings included AAPL, AVGO, LLY, META, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 71 $256M +$3.04M -$1.1M +$1.95M AAPL, AVGO, LLY, META, GOOGL 13F-HR 11/14/2024, 11:32 AM
Q2 2024 69 $225M +$8.72M -$1.76M +$6.97M LLY, AAPL, GOOGL, META, QCOM 13F-HR 8/13/2024, 04:04 PM
Q1 2024 68 $234M +$6.95M -$10M -$3.07M LLY, AVGO, AAPL, GOOGL, META 13F-HR 5/13/2024, 10:33 AM
Q4 2023 73 $215M +$3M -$4.17M -$1.17M AAPL, AVGO, LLY, GOOGL, BA 13F-HR 2/12/2024, 10:59 AM
Q2 2023 70 $200M +$3.83M -$1.3M +$2.53M AAPL, AVGO, LLY, XOM, GOOGL 13F-HR 8/15/2023, 05:12 PM
Q1 2023 67 $188M +$2.84M -$11.6M -$8.81M AAPL, XOM, ULTA, BA, GOOGL 13F-HR 4/14/2023, 02:32 PM
Q4 2022 71 $182M +$10.8M -$8.05M +$2.78M XOM, AAPL, ULTA, LLY, BA 13F-HR 2/10/2023, 04:39 PM
Q3 2022 64 $162M +$7.22M -$17.6M -$10.4M XOM, AAPL, LLY, ULTA, VLO 13F-HR 10/26/2022, 10:11 AM
Q2 2022 73 $187M +$12.1M -$11.8M +$341K AAPL, XOM, OXY, GOOGL, LLY 13F-HR 7/22/2022, 04:04 PM
Q1 2022 75 $221M +$19.6M -$4.1M +$15.5M ABR, AAPL, XOM, GOOGL, AVGO 13F-HR 5/2/2022, 11:51 AM
Q4 2021 71 $175M +$11M -$3.91M +$7.09M AAPL, GOOGL, QCOM, AVGO, BA 13F-HR 2/9/2022, 09:05 PM
Q3 2021 73 $185M $0 $0 AAPL, GOOGL, XOM, META, ULTA 13F-HR 11/12/2021, 10:25 AM
Q3 2020 69 $138M +$11.5M -$2.12M +$9.37M AAPL, FDX, QCOM, GOOGL, AMZN 13F-HR 10/23/2020, 05:04 PM
Q2 2020 70 $113M +$5.64M -$2M +$3.64M AAPL, GOOGL, AMZN, PYPL, META 13F-HR 8/6/2020, 07:40 PM
Q1 2020 71 $69.5M +$2.82M -$11.4M -$8.57M GOOGL, QCOM, LLY, MSFT, DIS 13F-HR 5/11/2020, 04:50 PM
Q4 2019 81 $134M +$9.27M -$10M -$732K AAPL, BA, GOOGL, DIS, ULTA 13F-HR 1/16/2020, 06:30 PM
Q3 2019 82 $122M +$13.7M -$5.67M +$8.06M AAPL, BA, GOOGL, DIS, AVGO 13F-HR 10/9/2019, 03:45 PM
Q2 2019 81 $113M +$2.54M -$2.81M -$269K AAPL, BA, DIS, QCOM, META 13F-HR 8/6/2019, 01:00 PM
Q1 2019 85 $110M +$7.82M -$3.29M +$4.53M BA, AAPL, DIS, MMM, FDX 13F-HR 5/10/2019, 08:52 PM
Q4 2018 79 $93.5M +$8.19M -$10.5M -$2.35M BA, AAPL, DIS, MMM, JPM Restatement 2/22/2019, 03:20 PM
Q3 2018 83 $104M +$14.3M -$10.5M +$3.81M AAPL, BA, DIS, JPM, QCOM 13F-HR 11/13/2018, 08:46 AM
Q2 2018 82 $101M +$8.11M -$6.16M +$1.95M BA, AAPL, TWTR, DIS, M 13F-HR 7/31/2018, 05:18 PM
Q1 2018 85 $94.7M +$6.49M -$6.33M +$156K BA, AAPL, FDX, JPM, DIS 13F-HR 5/2/2018, 09:01 AM
Q4 2017 83 $96.5M $0 $0 BA, AAPL, FDX, WFC, JPM 13F-HR 2/13/2018, 11:37 AM