Bell Investment Advisors, Inc Portfolio Holdings
Q3 2025•1,874 long positions•$611.5M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding1,971 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $60.5M 9.89% | +$2.3M Bought | — 603.4K shares | 580.3K → 603.4K +$2.3M | +3.99% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $54.3M 8.87% | -$1.8M Sold | — 2.1M shares | 2.1M → 2.1M −$1.8M | -3.17% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $47.0M 7.69% | +$2.2M Bought | — 1.0M shares | 954.7K → 1.0M +$2.2M | +4.9% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $45.9M 7.51% | +$1.6M Bought | — 1.9M shares | 1.8M → 1.9M +$1.6M | +3.63% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $37.1M 6.07% | +$2.5M Bought | — 415.1K shares | 386.9K → 415.1K +$2.5M | +7.3% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $28.9M 4.73% | -$506.5K Sold | — 673.7K shares | 685.5K → 673.7K −$506.5K | -1.72% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $24.2M 3.96% | -$723.7K Sold | — 94.4K shares | 97.3K → 94.4K −$723.7K | -2.9% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $23.7M 3.88% | -$687.7K Sold | — 901.6K shares | 927.7K → 901.6K −$687.7K | -2.81% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $19.9M 3.25% | -$918.3K Sold | — 637.6K shares | 667.0K → 637.6K −$918.3K | -4.42% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $18.9M 3.09% | +$204.0K Bought | — 101.3K shares | 100.2K → 101.3K +$204.0K | +1.09% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $16.0M 2.62% | +$261.6K Bought | — 82.2K shares | 80.9K → 82.2K +$261.6K | +1.66% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $12.7M 2.08% | -$209.5 Sold | — 546.6K shares | 546.6K → 546.6K −$209.5 | -0.0% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $12.1M 1.97% | +$207.7K Bought | — 164.0K shares | 161.2K → 164.0K +$207.7K | +1.75% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $10.1M 1.65% | +$479.4K Bought | — 152.8K shares | 145.5K → 152.8K +$479.4K | +5.0% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $9.7M 1.59% | +$133.9K Bought | — 219.8K shares | 216.8K → 219.8K +$133.9K | +1.4% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $9.6M 1.57% | +$21.9K Bought | — 351.1K shares | 350.3K → 351.1K +$21.9K | +0.23% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $7.7M 1.25% | -$315.0K Sold | — 211.7K shares | 220.4K → 211.7K −$315.0K | -3.95% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $7.4M 1.22% | -$144.1K Sold | — 62.6K shares | 63.8K → 62.6K −$144.1K | -1.9% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $7.4M 1.21% | -$616.0K Sold | — 166.0K shares | 179.9K → 166.0K −$616.0K | -7.69% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $7.4M 1.21% | +$136.3K Bought | — 98.7K shares | 96.8K → 98.7K +$136.3K | +1.88% | — — | Q1 2024 Held for 1y 8m | |
Consumer Electronics Technology | $7.1M 1.16% | -$91.7K Sold | 0.0% 27.8K shares | 28.2K → 27.8K −$91.7K | -1.28% | $3.78T Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.9M 1.13% | -$9.6K Sold | — 248.5K shares | 248.8K → 248.5K −$9.6K | -0.14% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.8M 1.11% | +$236.3K Bought | — 203.4K shares | 196.4K → 203.4K +$236.3K | +3.59% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.5M 1.06% | -$237.7K Sold | — 100.9K shares | 104.6K → 100.9K −$237.7K | -3.53% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.2M 1.01% | +$15.8K Bought | — 108.9K shares | 108.6K → 108.9K +$15.8K | +0.26% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.9M 0.797% | +$110.2K Bought | — 118.6K shares | 115.9K → 118.6K +$110.2K | +2.31% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.8M 0.778% | +$91.0K Bought | — 104.5K shares | 102.5K → 104.5K +$91.0K | +1.95% | — — | Q2 2022 Held for 3y 5m | |
Unknown Unknown | $4.2M 0.679% | -$4.3K Sold | — 19.2K shares | 19.3K → 19.2K −$4.3K | -0.1% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.7M 0.598% | -$5.5K Sold | — 38.4K shares | 38.5K → 38.4K −$5.5K | -0.15% | — — | Q2 2022 Held for 3y 5m | |
Internet Content & Information Communication Services | $3.4M 0.551% | -$76.2K Sold | 0.0% 13.8K shares | 14.2K → 13.8K −$76.2K | -2.21% | $2.95T Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.3M 0.534% | -$438.2K Sold | — 32.7K shares | 37.1K → 32.7K −$438.2K | -11.84% | — — | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $2.6M 0.43% | -$18.5K Sold | 0.0% 14.1K shares | 14.2K → 14.1K −$18.5K | -0.7% | $4.54T Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.5M 0.411% | +$2.4K Bought | — 4.1K shares | 4.1K → 4.1K +$2.4K | +0.1% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.5M 0.402% | +$198.4K Bought | — 69.2K shares | 63.6K → 69.2K +$198.4K | +8.79% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.3M 0.375% | +$79.3K Bought | — 22.2K shares | 21.4K → 22.2K +$79.3K | +3.58% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $2.3M 0.371% | -$81.8K Sold | 0.0% 4.4K shares | 4.5K → 4.4K −$81.8K | -3.48% | $3.85T Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.2M 0.365% | -$242.5K Sold | — 49.4K shares | 54.7K → 49.4K −$242.5K | -9.8% | — — | Q2 2022 Held for 3y 5m | |
Internet Content & Information Communication Services | $2.2M 0.363% | -$73.4K Sold | 0.0% 9.1K shares | 9.4K → 9.1K −$73.4K | -3.2% | $2.95T Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.1M 0.349% | -$102.9K Sold | — 18.0K shares | 18.9K → 18.0K −$102.9K | -4.6% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.8M 0.289% | -$4.7K Sold | — 2.6K shares | 2.7K → 2.6K −$4.7K | -0.26% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.7M 0.276% | -$58.7K Sold | — 50.6K shares | 52.3K → 50.6K −$58.7K | -3.36% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.7M 0.275% | -$24.7K Sold | — 24.2K shares | 24.6K → 24.2K −$24.7K | -1.45% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.6M 0.264% | -$49.8K Sold | — 6.4K shares | 6.6K → 6.4K −$49.8K | -2.99% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.6M 0.256% | -$68.2K Sold | — 34.5K shares | 36.0K → 34.5K −$68.2K | -4.17% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.6M 0.256% | -$3.6K Sold | — 11.0K shares | 11.0K → 11.0K −$3.6K | -0.23% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.5M 0.251% | +$1.7K Bought | — 18.1K shares | 18.1K → 18.1K +$1.7K | +0.11% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.5M 0.25% | +$62.7K Bought | — 20.6K shares | 19.7K → 20.6K +$62.7K | +4.27% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.4M 0.229% | +$331.8K Bought | — 24.6K shares | 18.8K → 24.6K +$331.8K | +30.98% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.4M 0.228% | +$1.2K Bought | — 4.5K shares | 4.5K → 4.5K +$1.2K | +0.09% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.3M 0.211% | -$29.3K Sold | — 28.6K shares | 29.2K → 28.6K −$29.3K | -2.22% | — — | Q2 2022 Held for 3y 5m |
