Notify me when Bell & Brown Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 71 | $310,271,544 | +$6,218,913 | -$9,747,485 | -$3,528,572 | AVGO, GOOGL, AAPL, LLY, GS | 13F-HR | 30 Jan 2026, 17:14 |
| Q3 2025 | 72 | $305,419,985 | +$2,656,704 | -$2,971,177 | -$314,473 | AVGO, AAPL, GOOGL, META, GS | 13F-HR | 07 Nov 2025, 10:21 |
| Q2 2025 | 69 | $279,615,821 | +$5,621,762 | -$7,674,256 | -$2,052,494 | AVGO, AAPL, META, GOOGL, GS | 13F-HR | 29 Jul 2025, 13:08 |
| Q1 2025 | 69 | $256,436,460 | +$5,948,338 | -$4,503,605 | +$1,444,733 | AAPL, AVGO, LLY, META, GOOGL | 13F-HR | 07 May 2025, 10:01 |
| Q4 2024 | 71 | $268,706,815 | +$6,438,301 | -$5,057,569 | +$1,380,732 | AVGO, AAPL, LLY, GOOGL, META | 13F-HR | 07 May 2025, 10:02 |
| Q3 2024 | 71 | $255,839,485 | +$3,043,438 | -$1,096,374 | +$1,947,064 | AAPL, AVGO, LLY, META, GOOGL | 13F-HR | 14 Nov 2024, 11:32 |
| Q2 2024 | 69 | $225,361,279 | +$8,721,106 | -$1,755,102 | +$6,966,004 | LLY, AAPL, GOOGL, META, QCOM | 13F-HR | 13 Aug 2024, 16:04 |
| Q1 2024 | 68 | $233,627,086 | +$6,949,129 | -$10,018,081 | -$3,068,952 | LLY, AVGO, AAPL, GOOGL, META | 13F-HR | 13 May 2024, 10:33 |
| Q4 2023 | 73 | $215,201,046 | +$2,995,564 | -$4,165,614 | -$1,170,050 | AAPL, AVGO, LLY, GOOGL, BA | 13F-HR | 12 Feb 2024, 10:59 |
| Q2 2023 | 70 | $199,840,366 | +$3,828,628 | -$1,300,733 | +$2,527,895 | AAPL, AVGO, LLY, XOM, GOOGL | 13F-HR | 15 Aug 2023, 17:12 |
| Q1 2023 | 67 | $187,678,938 | +$2,835,049 | -$11,640,551 | -$8,805,502 | AAPL, XOM, ULTA, BA, GOOGL | 13F-HR | 14 Apr 2023, 14:32 |
| Q4 2022 | 71 | $181,779,857 | +$10,822,113 | -$8,045,962 | +$2,776,151 | XOM, AAPL, ULTA, LLY, BA | 13F-HR | 10 Feb 2023, 16:39 |
| Q3 2022 | 64 | $161,971,000 | +$7,221,840 | -$17,642,532 | -$10,420,692 | XOM, AAPL, LLY, ULTA, VLO | 13F-HR | 26 Oct 2022, 10:11 |
| Q2 2022 | 73 | $187,049,000 | +$12,127,057 | -$11,786,262 | +$340,795 | AAPL, XOM, OXY, GOOGL, LLY | 13F-HR | 22 Jul 2022, 16:04 |
| Q1 2022 | 75 | $220,765,000 | +$19,583,656 | -$4,102,615 | +$15,481,041 | ABR, AAPL, XOM, GOOGL, AVGO | 13F-HR | 02 May 2022, 11:51 |
| Q4 2021 | 71 | $174,753,000 | +$10,997,123 | -$3,908,978 | +$7,088,145 | AAPL, GOOGL, QCOM, AVGO, BA | 13F-HR | 09 Feb 2022, 21:05 |
| Q3 2021 | 73 | $185,453,000 | $0 | $0 | $0 | AAPL, GOOGL, XOM, META, ULTA | 13F-HR | 12 Nov 2021, 10:25 |
| Q3 2020 | 69 | $137,965,000 | +$11,484,265 | -$2,118,930 | +$9,365,335 | AAPL, FDX, QCOM, GOOGL, AMZN | 13F-HR | 23 Oct 2020, 17:04 |
| Q2 2020 | 70 | $112,661,000 | +$5,637,665 | -$1,997,964 | +$3,639,701 | AAPL, GOOGL, AMZN, PYPL, META | 13F-HR | 06 Aug 2020, 19:40 |
| Q1 2020 | 71 | $69,459,000 | +$2,822,277 | -$11,393,436 | -$8,571,159 | GOOGL, QCOM, LLY, MSFT, DIS | 13F-HR | 11 May 2020, 16:50 |
| Q4 2019 | 81 | $133,947,000 | +$9,265,913 | -$9,998,158 | -$732,245 | AAPL, BA, GOOGL, DIS, ULTA | 13F-HR | 16 Jan 2020, 18:30 |
| Q3 2019 | 82 | $121,638,000 | +$13,727,429 | -$5,669,836 | +$8,057,593 | AAPL, BA, GOOGL, DIS, AVGO | 13F-HR | 09 Oct 2019, 15:45 |
| Q2 2019 | 81 | $113,489,000 | +$2,542,041 | -$2,810,782 | -$268,741 | AAPL, BA, DIS, QCOM, META | 13F-HR | 06 Aug 2019, 13:00 |
| Q1 2019 | 85 | $109,703,000 | +$7,816,067 | -$3,285,597 | +$4,530,470 | BA, AAPL, DIS, MMM, FDX | 13F-HR | 10 May 2019, 20:52 |
| Q4 2018 | 79 | $93,473,000 | +$8,192,517 | -$10,542,495 | -$2,349,978 | BA, AAPL, DIS, MMM, JPM | Restatement | 22 Feb 2019, 15:20 |
| Q3 2018 | 83 | $103,782,000 | +$14,314,015 | -$10,507,357 | +$3,806,658 | AAPL, BA, DIS, JPM, WELLS FARGO & CO | 13F-HR | 13 Nov 2018, 08:46 |
| Q2 2018 | 82 | $100,501,000 | +$8,110,852 | -$6,158,083 | +$1,952,769 | BA, AAPL, TWTR, DIS, M | 13F-HR | 31 Jul 2018, 17:18 |
| Q1 2018 | 85 | $94,689,000 | +$6,486,307 | -$6,330,273 | +$156,034 | BA, AAPL, FDX, JPM, DIS | 13F-HR | 02 May 2018, 09:01 |
| Q4 2017 | 83 | $96,505,000 | $0 | $0 | $0 | BA, AAPL, FDX, WFC, JPM | 13F-HR | 13 Feb 2018, 11:37 |