Bell Investment Advisors, Inc

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 8, 2024
Value $
$509M
Signature - Title
Brian Baylis - Chief Compliance Officer
Location
1111 Broadway, Suite 1630, Oakland, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 1,942 $509M +$11M -$11.4M -$385K GBIL, FNDX, TDTT, VMBS, TLT 13F-HR 8/7/2024, 06:35 PM
Q1 2024 1,908 $512M +$19.4M -$15.5M +$3.89M GBIL, FNDX, TDTT, VMBS, TLT 13F-HR 5/8/2024, 05:25 PM
Q4 2023 1,907 $487M +$17.4M -$11.5M +$5.83M GBIL, FNDX, VMBS, TDTT, TLT 13F-HR 2/14/2024, 01:27 PM
Q3 2023 1,922 $446M +$98.1M -$87.7M +$10.4M GBIL, TDTT, FNDX, VMBS, TLT 13F-HR 11/8/2023, 05:18 PM
Q2 2023 1,915 $451M +$23M -$8.01M +$14.9M TDTT, SCHO, FNDX, VMBS, ICSH 13F-HR 8/9/2023, 01:33 PM
Q1 2023 1,908 $427M +$20.7M -$6.69M +$14M TDTT, SCHO, VMBS, FNDX, ICSH 13F-HR 5/10/2023, 01:18 PM
Q4 2022 1,935 $402M +$75M -$15.3M +$59.6M TDTT, SCHO, VMBS, FNDX, ICSH 13F-HR 2/8/2023, 07:57 PM
Q3 2022 1,696 $322M +$27.9M -$11.4M +$16.6M TDTT, SCHO, VMBS, ICSH, AOR 13F-HR 11/9/2022, 03:29 PM
Q2 2022 1,712 $326M +$34.3M -$13.9M +$20.4M TDTT, SCHO, VMBS, AOR, ICSH 13F-HR 8/12/2022, 03:31 PM
Q4 2021 1,747 $364M +$19.9M -$5.64M +$14.3M TDTT, AOR, VMBS, SCHO, MTUM 13F-HR 2/11/2022, 07:36 PM
Q3 2021 1,704 $338M $0 $0 TDTT, AOR, VMBS, SCHO, MTUM 13F-HR 11/12/2021, 05:00 PM