Bell & Brown Wealth Advisors, LLC

Q3 2021 13F Holdings Report, Stock Holdings

Signature - Title
Gerardo Martinez - Regulatory Consultant
Location
Newport Beach, CA
Holdings as of
30 Sep 2021
Value $
$185,453,000
Num holdings
73
Filing time
12 Nov 2021, 10:25:14 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, GOOGL, XOM, META, and ULTA.
Previous filing
Q3 2020 - 23 Oct 2020
Next filing
Q4 2021 - 10 Feb 2022
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Gerardo Martinez Regulatory Consultant Beverly Hills, California 10 Nov 2021