Bell & Brown Wealth Advisors, LLC Portfolio Holdings
Q3 2025•72 long positions•$305.4M portfolio value
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Holding73 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $20.3M 6.65% | -$925.1K Sold | 0.001% 61.5K shares | 64.3K → 61.5K −$925.1K | -4.36% | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $15.9M 5.22% | +$69.0K Bought | 0.0% 62.6K shares | 62.3K → 62.6K +$69.0K | +0.43% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $13.9M 4.54% | -$241.2K Sold | 0.0% 57.0K shares | 58.0K → 57.0K −$241.2K | -1.71% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $12.3M 4.04% | -$181.4K Sold | 0.001% 16.8K shares | 17.0K → 16.8K −$181.4K | -1.45% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
Financial - Capital Markets Financial Services | $11.0M 3.61% | -$356.0K Sold | 0.005% 13.8K shares | 14.3K → 13.8K −$356.0K | -3.13% | $241.07B Mega Cap | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $10.6M 3.46% | -$140.4K Sold | 0.001% 33.5K shares | 34.0K → 33.5K −$140.4K | -1.31% | $867.35B Mega Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $9.9M 3.23% | +$277.0K Bought | 0.001% 12.9K shares | 12.6K → 12.9K +$277.0K | +2.89% | $684.00B Mega Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Integrated Energy | $8.5M 2.78% | +$111.6K Bought | 0.002% 75.3K shares | 74.3K → 75.3K +$111.6K | +1.33% | $480.68B Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $8.4M 2.76% | -$124.6K Sold | 0.001% 30.0K shares | 30.4K → 30.0K −$124.6K | -1.46% | $801.76B Mega Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $8.4M 2.74% | +$24.2K Bought | 0.0% 38.1K shares | 38.0K → 38.1K +$24.2K | +0.29% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $8.3M 2.73% | -$43.5K Sold | 0.0% 16.1K shares | 16.2K → 16.1K −$43.5K | -0.52% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $7.8M 2.55% | -$94.1K Sold | 0.005% 36.1K shares | 36.6K → 36.1K −$94.1K | -1.19% | $163.20B Large Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $7.8M 2.54% | -$155.3K Sold | 0.032% 14.2K shares | 14.5K → 14.2K −$155.3K | -1.96% | $24.5B Large Cap | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $7.6M 2.5% | -$24.9K Sold | 0.003% 90.9K shares | 91.2K → 90.9K −$24.9K | -0.33% | $268.51B Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $7.6M 2.49% | +$33.3K Bought | 0.004% 45.7K shares | 45.5K → 45.7K +$33.3K | +0.44% | $179.50B Large Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Refining & Marketing Energy | $7.3M 2.4% | +$58.7K Bought | 0.014% 43.0K shares | 42.6K → 43.0K +$58.7K | +0.81% | $52.9B Large Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $7.0M 2.28% | -$1.6K Sold | — 39.0K shares | 39.0K → 39.0K −$1.6K | -0.02% | — — | Q4 2023 Held for 1y 11m | |
Entertainment Communication Services | $6.2M 2.02% | +$23.5K Bought | 0.003% 53.9K shares | 53.7K → 53.9K +$23.5K | +0.38% | $205.86B Mega Cap | Q4 2023 Held for 1y 11m | |
Auto - Manufacturers Consumer Cyclical | $6.1M 1.98% | +$218.4K Bought | 0.0% 13.6K shares | 13.1K → 13.6K +$218.4K | +3.74% | $1.48T Mega Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $6.0M 1.97% | -$33.6K Sold | 0.025% 30.8K shares | 31.0K → 30.8K −$33.6K | -0.55% | $23.8B Large Cap | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $6.0M 1.96% | +$31.6K Bought | 0.001% 58.0K shares | 57.7K → 58.0K +$31.6K | +0.53% | $821.68B Mega Cap | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $5.8M 1.9% | +$26.8K Bought | 0.001% 6.3K shares | 6.3K → 6.3K +$26.8K | +0.46% | $410.27B Mega Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $5.4M 1.75% | -$1.8K Sold | — 15.1K shares | 15.1K → 15.1K −$1.8K | -0.03% | — — | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $5.0M 1.65% | +$72.1K Bought | 0.008% 75.0K shares | 73.9K → 75.0K +$72.1K | +1.45% | $64.1B Large Cap | Q4 2023 Held for 1y 11m | |
Integrated Freight & Logistics Industrials | $4.9M 1.6% | +$74.5K Bought | 0.009% 20.8K shares | 20.5K → 20.8K +$74.5K | +1.54% | $55.6B Large Cap | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $4.9M 1.6% | +$29.9K Bought | 0.002% 14.8K shares | 14.7K → 14.8K +$29.9K | +0.61% | $231.14B Mega Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Integrated Energy | $4.6M 1.5% | +$24.2K Bought | 0.001% 29.6K shares | 29.4K → 29.6K +$24.2K | +0.53% | $312.88B Mega Cap | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $4.4M 1.44% | -$90.2K Sold | 0.002% 26.3K shares | 26.8K → 26.3K −$90.2K | -2.01% | $223.98B Mega Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Exploration & Production Energy | $4.2M 1.39% | +$123.5K Bought | 0.009% 89.6K shares | 87.0K → 89.6K +$123.5K | +3.0% | $46.5B Large Cap | Q4 2023 Held for 1y 11m | |
Restaurants Consumer Cyclical | $4.2M 1.36% | +$42.6K Bought | 0.004% 49.1K shares | 48.6K → 49.1K +$42.6K | +1.04% | $96.2B Large Cap | Q4 2023 Held for 1y 11m | |
Home Improvement Consumer Cyclical | $3.9M 1.27% | -$21.5K Sold | 0.001% 9.6K shares | 9.6K → 9.6K −$21.5K | -0.55% | $403.32B Mega Cap | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $3.7M 1.22% | -$8.5K Sold | 0.003% 17.5K shares | 17.5K → 17.5K −$8.5K | -0.23% | $135.95B Large Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $3.7M 1.2% | +$9.7K Bought | 0.002% 43.7K shares | 43.5K → 43.7K +$9.7K | +0.27% | $209.64B Mega Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Midstream Energy | $3.5M 1.13% | +$38.3K Bought | 0.004% 51.8K shares | 51.3K → 51.8K +$38.3K | +1.12% | $77.4B Large Cap | Q4 2023 Held for 1y 11m | |
Restaurants Consumer Cyclical | $3.3M 1.08% | +$25.5K Bought | 0.002% 10.8K shares | 10.7K → 10.8K +$25.5K | +0.78% | $216.86B Mega Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $3.2M 1.04% | +$37.8K Bought | 0.002% 11.3K shares | 11.1K → 11.3K +$37.8K | +1.2% | $151.93B Large Cap | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $3.1M 1.02% | -$30.6K Sold | 0.002% 30.7K shares | 31.0K → 30.7K −$30.6K | -0.97% | $186.85B Large Cap | Q4 2023 Held for 1y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $3.0M 0.976% | -$21.8K Sold | 0.001% 45.0K shares | 45.3K → 45.0K −$21.8K | -0.72% | $285.42B Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Application Technology | $2.9M 0.96% | -$11.5K Sold | 0.001% 29.9K shares | 30.1K → 29.9K −$11.5K | -0.39% | $204.31B Mega Cap | Q4 2024 Held for 11 months | |
Chemicals - Specialty Basic Materials | $2.9M 0.94% | +$12.3K Bought | 0.009% 36.9K shares | 36.7K → 36.9K +$12.3K | +0.43% | $32.6B Large Cap | Q4 2023 Held for 1y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $2.8M 0.93% | +$40.2K Bought | 0.001% 20.2K shares | 19.9K → 20.2K +$40.2K | +1.43% | $192.27B Large Cap | Q4 2023 Held for 1y 11m | |
Household & Personal Products Consumer Defensive | $2.8M 0.917% | +$25.2K Bought | 0.001% 18.2K shares | 18.1K → 18.2K +$25.2K | +0.91% | $359.62B Mega Cap | Q4 2023 Held for 1y 11m | |
Apparel - Footwear & Accessories Consumer Cyclical | $2.4M 0.785% | +$38.7K Bought | 0.002% 34.4K shares | 33.8K → 34.4K +$38.7K | +1.64% | $102.98B Large Cap | Q4 2023 Held for 1y 11m | |
Household & Personal Products Consumer Defensive | $2.1M 0.703% | -$2.4K Sold | 0.005% 17.3K shares | 17.3K → 17.3K −$2.4K | -0.11% | $41.3B Large Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $1.9M 0.63% | +$10.1K Bought | 0.002% 42.7K shares | 42.5K → 42.7K +$10.1K | +0.53% | $91.8B Large Cap | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $1.9M 0.612% | +$93.1K Bought | 0.005% 20.8K shares | 19.8K → 20.8K +$93.1K | +5.25% | $40.8B Large Cap | Q4 2023 Held for 1y 11m | |
Agricultural Inputs Basic Materials | $1.7M 0.568% | -$8.9K Sold | 0.004% 25.6K shares | 25.8K → 25.6K −$8.9K | -0.51% | $45.9B Large Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Midstream Energy | $1.7M 0.542% | +$15.5K Bought | 0.238% 202.6K shares | 200.7K → 202.6K +$15.5K | +0.95% | $697.5M Small Cap | Q4 2023 Held for 1y 11m | |
Entertainment Communication Services | $1.6M 0.526% | -$4.8K Sold | 0.0% 1.3K shares | 1.3K → 1.3K −$4.8K | -0.3% | $509.45B Mega Cap | Q4 2023 Held for 1y 11m | |
Home Improvement Consumer Cyclical | $1.4M 0.452% | +$12.6K Bought | 0.001% 5.5K shares | 5.4K → 5.5K +$12.6K | +0.92% | $140.94B Large Cap | Q4 2023 Held for 1y 11m |
