Bell & Brown Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Bell & Brown Wealth Advisors, LLCInvestment ActivityBell & Brown Wealth Advisors, LLC has $255.84 million in total holdings as of September 30, 2024.Bell & Brown Wealth Advisors, LLC owns shares of 71 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 7.08% of the portfolio was purchased this quarter.About 0.57% of the portfolio was sold this quarter.This quarter, Bell & Brown Wealth Advisors, LLC has purchased 69 new stocks and bought additional shares in 41 stocks.Bell & Brown Wealth Advisors, LLC sold shares of 19 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $14,526,438Broadcom $13,961,745Eli Lilly and Company $13,182,811Meta Platforms $10,241,886Alphabet $9,806,640 Largest New Holdings this Quarter CrowdStrike $308,517 HoldingiShares Core S&P 500 ETF $281,488 HoldingRadNet $208,170 HoldingGE VERNOVA INC $201,944 Holding Largest Purchases this Quarter Broadcom 72,790 shares (about $12.56M)Williams-Sonoma 16,264 shares (about $2.52M)CrowdStrike 1,100 shares (about $308.52K)iShares Core S&P 500 ETF 488 shares (about $281.49K)Ulta Beauty 572 shares (about $222.58K) Largest Sales this Quarter Corteva 4,058 shares (about $238.57K)Eli Lilly and Company 245 shares (about $217.07K)Meta Platforms 130 shares (about $74.42K)Oracle 393 shares (about $66.97K)Microsoft 149 shares (about $64.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBell & Brown Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$14,526,438$92,037 ▲0.6%62,3445.7%Computer and TechnologyAVGOBroadcom$13,961,745$12,556,376 ▲893.5%80,9375.5%Computer and TechnologyLLYEli Lilly and Company$13,182,811$217,070 ▼-1.6%14,8795.2%MedicalMETAMeta Platforms$10,241,886$74,420 ▼-0.7%17,8914.0%Computer and TechnologyGOOGLAlphabet$9,806,640$11,278 ▼-0.1%59,1293.8%Computer and TechnologyXOMExxon Mobil$8,614,858$20,397 ▲0.2%73,4923.4%Oils/EnergyQCOMQUALCOMM$7,577,035$42,683 ▲0.6%44,5573.0%Computer and TechnologyAMZNAmazon.com$7,207,803$26,645 ▲0.4%38,6832.8%Retail/WholesaleJPMJPMorgan Chase & Co.$7,158,943$16,448 ▲0.2%33,9502.8%FinanceGSThe Goldman Sachs Group$7,118,516$26,242 ▲0.4%14,3772.8%FinanceMSFTMicrosoft$7,082,130$64,117 ▼-0.9%16,4582.8%Computer and TechnologyCOSTCostco Wholesale$5,934,846$127,669 ▲2.2%6,6942.3%Retail/WholesaleBABoeing$5,662,196$38,315 ▲0.7%37,2412.2%AerospacePYPLPayPal$5,617,458$100,893 ▲1.8%71,9912.2%Computer and TechnologyVLOValero Energy$5,592,715$130,578 ▲2.4%41,4172.2%Oils/EnergyULTAUlta Beauty$5,378,806$222,577 ▲4.3%13,8232.1%Retail/WholesaleFDXFedEx$5,371,747$19,158 ▼-0.4%19,6272.1%TransportationWFCWells Fargo & Company$5,244,865$7,626 ▲0.1%92,8452.1%FinanceORCLOracle$5,179,308$66,969 ▼-1.3%30,3942.0%Computer and TechnologyWSMWilliams-Sonoma$5,167,977$2,519,619 ▲95.1%33,3592.0%Retail/WholesaleDISWalt Disney$5,002,724$72,241 ▲1.5%52,0072.0%Consumer DiscretionaryMRKMerck & Co., Inc.$4,794,272$163,530 ▲3.5%42,2171.9%MedicalSBUXStarbucks$4,570,903$19,206 ▲0.4%46,8851.8%Retail/WholesaleWMTWalmart$4,451,733$2,019 ▼0.0%55,1291.7%Retail/WholesaleBABAAlibaba Group$4,046,780$155,147 ▲4.0%38,1341.6%Retail/WholesaleAXPAmerican Express$3,988,467$17,629 ▼-0.4%14,7061.6%FinanceCVXChevron$3,959,399$81,739 ▲2.1%26,8841.5%Oils/EnergyHDHome Depot$3,735,199$64,833 ▲1.8%9,2181.5%Retail/WholesaleTSLATesla$3,678,257$45,000 ▼-1.2%14,0591.4%Auto/Tires/TrucksGLDSPDR Gold Shares$3,564,231$6,563 ▼-0.2%14,6641.4%FinanceRTXRTX$3,186,458$7,997 ▲0.3%26,2991.2%AerospaceAMGNAmgen$3,171,385$15,789 ▲0.5%9,8421.2%MedicalMCDMcDonald's$3,116,463$35,324 ▲1.1%10,2341.2%Retail/WholesaleDDDuPont de Nemours$3,099,294$58,013 ▲1.9%34,7791.2%Basic MaterialsPEPPepsiCo$3,027,353$59,693 ▲2.0%17,8011.2%Consumer StaplesKOCoca-Cola$3,022,668$20,983 ▲0.7%42,0631.2%Consumer StaplesPGProcter & Gamble$2,924,539$51,964 ▲1.8%16,8841.1%Consumer StaplesTGTTarget$2,704,265$118,146 ▲4.6%17,3501.1%Retail/WholesaleNKENIKE$2,600,838$43,937 ▲1.7%29,4201.0%Consumer DiscretionaryDFSDiscover Financial Services$2,519,047$14,730 ▼-0.6%17,9561.0%FinanceDOWDOW$2,376,523$36,875 ▲1.6%43,5020.9%Basic MaterialsOXYOccidental Petroleum$2,275,421$2,577 ▲0.1%44,1480.9%Oils/EnergyKMBKimberly-Clark$2,223,585$56,774 ▲2.6%15,6270.9%Consumer StaplesWMBWilliams Companies$2,197,819$37,524 ▼-1.7%48,1450.9%Oils/EnergyBMYBristol-Myers Squibb$2,081,096$2,691 ▲0.1%40,2210.8%MedicalTKTeekay$1,738,827$1,481 ▼-0.1%189,0020.7%Oils/EnergyCCitigroup$1,710,244$28,735 ▲1.7%27,3190.7%FinanceLULULululemon Athletica$1,703,535$31,205 ▲1.9%6,2780.7%Consumer DiscretionaryCTVACorteva$1,625,632$238,574 ▼-12.8%27,6510.6%Consumer StaplesLOWLowe's Companies$1,493,913$12,190 ▲0.8%5,5150.6%Retail/WholesaleCECelanese$1,228,671$22,433 ▼-1.8%9,0370.5%Basic MaterialsNVDANVIDIA$1,083,874$22,467 ▲2.1%8,9250.4%Computer and TechnologyNFLXNetflix$1,014,9660.0%1,4310.4%Consumer DiscretionaryGEGeneral Electric$731,446$943 ▼-0.1%3,8780.3%TransportationGOOGAlphabet$685,241$334 ▲0.0%4,0980.3%Computer and TechnologyBRK.BBerkshire Hathaway$648,0460.0%1,4080.3%FinanceIOSPInnospec$589,8770.0%5,2160.2%Basic MaterialsMSMorgan Stanley$464,534$3,023 ▲0.7%4,4560.2%FinanceEIXEdison International$445,2040.0%5,1120.2%UtilitiesCRWDCrowdStrike$308,517$308,517 ▲New Holding1,1000.1%Computer and TechnologyIVViShares Core S&P 500 ETF$281,488$281,488 ▲New Holding4880.1%ETFNOCNorthrop Grumman$257,9370.0%4880.1%AerospaceVVisa$251,304$41,242 ▼-14.1%9140.1%Business ServicesINTCIntel$241,620$6,710 ▼-2.7%10,2980.1%Computer and TechnologyQQQInvesco QQQ$233,7080.0%4780.1%FinanceCHRDChord Energy$228,5540.0%1,7550.1%Oils/EnergyVZVerizon Communications$226,726$2,111 ▼-0.9%5,0470.1%Computer and TechnologyRDNTRadNet$208,170$208,170 ▲New Holding3,0000.1%MedicalGE VERNOVA INC$201,944$201,944 ▲New Holding7920.1%COMRIVNRivian Automotive$150,797$16,830 ▲12.6%13,4400.1%Auto/Tires/TrucksIBRXImmunityBio$137,268$9,300 ▲7.3%36,9000.1%MedicalARCCAres Capital$0$363,321 ▼-100.0%00.0%FinanceNUENucor$0$206,400 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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