Bell & Brown Wealth Advisors, LLC

RIA/Wealth

Bell & Brown Wealth Advisors, LLC is a RIA/Wealth based in Mclean, VA led by Lantz Edward Bell, reporting $420.9M in AUM as of Q3 2025 with AVGO as the largest holding (7% allocation).

Managing PartnerLantz Edward Bell

Portfolio Value: $305.4M
Positions: 72
Top Holding: AVGO at 6.65%
Last Reported: Q3 2025

Address8280 Greensboro Drive, Suite 220, Mclean, VA, 22102, United States

Top Holdings

Largest long holdings in Bell & Brown Wealth Advisors, LLC's portfolio (39% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Broadcom Inc. AVGO	Semiconductors Technology	$20.3M	6.65%	-$925.1K Sold	0.00% 61.5K shares	Q4 2023 Held for 1y 11m
2 Apple AAPL	Consumer Electronics Technology	$15.9M	5.22%	+$69.0K Bought	0.00% 62.6K shares	Q4 2023 Held for 1y 11m
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$13.9M	4.54%	-$241.2K Sold	0.00% 57.0K shares	Q4 2023 Held for 1y 11m
4 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$12.3M	4.04%	-$181.4K Sold	0.00% 16.8K shares	Q4 2023 Held for 1y 11m
5 Goldman Sachs Group GS	Financial - Capital Markets Financial Services	$11.0M	3.61%	-$356.0K Sold	0.00% 13.8K shares	Q4 2023 Held for 1y 11m
6 JPMorgan Chase JPM	Banks - Diversified Financial Services	$10.6M	3.46%	-$140.4K Sold	0.00% 33.5K shares	Q4 2023 Held for 1y 11m
7 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$9.9M	3.23%	+$277.0K Bought	0.00% 12.9K shares	Q4 2023 Held for 1y 11m
8 Exxon Mobil XOM	Oil & Gas Integrated Energy	$8.5M	2.78%	+$111.6K Bought	0.00% 75.3K shares	Q4 2023 Held for 1y 11m
9 Oracle ORCL	Software - Infrastructure Technology	$8.4M	2.76%	-$124.6K Sold	0.00% 30.0K shares	Q4 2023 Held for 1y 11m
10 Amazon AMZN	Specialty Retail Consumer Cyclical	$8.4M	2.74%	+$24.2K Bought	0.00% 38.1K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Bell & Brown Wealth Advisors, LLC's latest filing

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Market Value

$305.4M

Prior: $279.6M

Q/Q Change

+9.23%

+$25.8M

Net Flows % of MV

-0.103%

New Purchases

4 stocks

$956.3K

Added To

34 stocks

+$1.7M

Sold Out Of

1 stocks

$212.2K

Reduced Holdings

31 stocks

-$2.8M

Increased Positions

Position	Shares Δ	Change
1 Advanced Micro Devices AMD	New	0 → 1.6K +$259.3K
2 Shopify SHOP	New	0 → 1.7K +$247.4K
3 MicroStrategy MSTR	New	0 → 729.0 +$234.9K
4 Cloudflare, Inc. NET	New	0 → 1.0K +$214.6K
5 Johnson & Johnson JNJ	+14.25%	1.4K → 1.6K +$38.0K

Decreased Positions

Position	Shares Δ	Change
1 Edison International EIX	Sold	4.1K → 0 −$212.2K
2 Dow DOW	-14.57%	16.8K → 14.4K −$56.2K
3 Nvidia NVDA	-5.21%	7.1K → 6.7K −$68.7K
4 CrowdStrike Holdings, Inc. CRWD	-4.81%	1.1K → 1.1K −$27.0K
5 Broadcom Inc. AVGO	-4.36%	64.3K → 61.5K −$925.1K

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Analytics

Portfolio insights and performance metrics for Bell & Brown Wealth Advisors, LLC

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Sector Allocation

Technology

21.70%

Financial Services

15.70%

Consumer Cyclical

14.60%

Communication Services

11.50%

Energy

9.70%

Consumer Defensive

8.00%

Healthcare

6.30%

Industrials

6.10%

Basic Materials

2.10%

Utilities

0.20%

ETF

0.10%

Market Cap Distribution

Mega Cap (> $200B)

65.56%

Large Cap ($10B - $200B)

29.19%

Mid Cap ($2B - $10B)

0.46%

Small Cap ($300M - $2B)

0.67%

N/A (ETF or Unknown)

4.13%

Portfolio Concentration

Top 10 Holdings %

39.03%

Top 20 Holdings %

62.5%

Top 50 Holdings %

96.15%

Top 100 Holdings %

100.0%