Bell & Brown Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Bell & Brown Wealth Advisors, LLC held in its portfolio 71 assets valued at $310,271,544 (i.e. $310.27M).
The most valuable assets in the portfolio included: BROADCOM INC ($19.78M), ALPHABET INC ($17.21M), and APPLE INC ($16.91M).
The chart below shows the top 10 valuable assets, and the table below shows the top 71 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Bell & Brown Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BROADCOM INC | 57156 | 19781812 | COM |
| ALPHABET INC | 54992 | 17212406 | CAP STK CL A |
| APPLE INC | 62196 | 16908721 | COM |
| ELI LILLY & CO | 12641 | 13584626 | COM |
| GOLDMAN SACHS GROUP INC | 13220 | 11620301 | COM |
| META PLATFORMS INC | 16412 | 10833554 | CL A |
| JPMORGAN CHASE & CO. | 32773 | 10560207 | COM |
| EXXON MOBIL CORP | 74942 | 9018501 | COM |
| AMAZON COM INC | 37898 | 8747616 | COM |
| ULTA BEAUTY INC | 13258 | 8021223 | COM |
| BOEING CO | 36213 | 7862496 | COM |
| QUALCOMM INC | 45523 | 7786685 | COM |
| MICROSOFT CORP | 15125 | 7314572 | COM |
| VALERO ENERGY CORP | 43074 | 7012018 | COM |
| WALMART INC | 57537 | 6410227 | COM |
| WELLS FARGO CO NEW | 68274 | 6363170 | COM |
| DISNEY WALT CO | 54985 | 6255596 | COM |
| TESLA INC | 13726 | 6172857 | COM |
| FEDEX CORP | 21257 | 6140206 | COM |
| ORACLE CORP | 30745 | 5992525 | COM |
| SPDR GOLD TR | 14815 | 5871333 | GOLD SHS |
| COSTCO WHSL CORP NEW | 6450 | 5561908 | COM |
| ALIBABA GROUP HLDG LTD | 37375 | 5478428 | SPONSORED ADS |
| AMERICAN EXPRESS CO | 14600 | 5401102 | COM |
| WILLIAMS SONOMA INC | 29682 | 5300863 | COM |
| RTX CORPORATION | 26205 | 4805923 | COM |
| CHEVRON CORP NEW | 30512 | 4650347 | COM |
| MERCK & CO INC | 43501 | 4578887 | COM |
| PAYPAL HLDGS INC | 77985 | 4552736 | COM |
| STARBUCKS CORP | 50137 | 4222007 | COM |
| CAPITAL ONE FINL CORP | 17080 | 4139509 | COM |
| OCCIDENTAL PETE CORP | 92809 | 3816288 | COM |
| CITIGROUP INC | 31655 | 3693865 | COM NEW |
| AMGEN INC | 11262 | 3686075 | COM |
| MCDONALDS CORP | 11329 | 3462555 | COM |
| HOME DEPOT INC | 9839 | 3385437 | COM |
| COCA COLA CO | 46592 | 3257213 | COM |
| WILLIAMS COS INC | 50881 | 3058457 | COM |
| PEPSICO INC | 20922 | 3002786 | COM |
| PROCTER AND GAMBLE CO | 18535 | 2656297 | COM |
| UBER TECHNOLOGIES INC | 30404 | 2484311 | COM |
| NIKE INC | 35937 | 2289538 | CL B |
| BRISTOL-MYERS SQUIBB CO | 41776 | 2253407 | COM |
| TARGET CORP | 19764 | 1931885 | COM |
| TEEKAY CORPORATION LTD | 197486 | 1783298 | SHS |
| KIMBERLY-CLARK CORP | 16719 | 1686758 | COM |
| NETFLIX INC | 17915 | 1679710 | COM |
| QNITY ELECTRONICS INC | 20257 | 1654019 | COMMON STOCK |
| DUPONT DE NEMOURS INC | 40555 | 1630302 | COM |
| CORTEVA INC | 22950 | 1538307 | COM |
| LOWES COS INC | 5474 | 1320025 | COM |
| CELANESE CORP DEL | 31092 | 1314570 | COM |
| ALPHABET INC | 4019 | 1261214 | CAP STK CL C |
| LULULEMON ATHLETICA INC | 5652 | 1174542 | COM |
| NVIDIA CORPORATION | 6263 | 1168023 | COM |
| GE AEROSPACE | 3588 | 1105172 | COM NEW |
| MORGAN STANLEY | 4566 | 810533 | COM NEW |
| BERKSHIRE HATHAWAY INC DEL | 1342 | 674556 | CL B NEW |
| UNITEDHEALTH GROUP INC | 1755 | 579343 | COM |
| GE VERNOVA INC | 762 | 498020 | COM |
| CROWDSTRIKE HLDGS INC | 989 | 463604 | CL A |
| INNOSPEC INC | 4966 | 380098 | COM |
| ADVANCED MICRO DEVICES INC | 1653 | 354006 | COM |
| VISA INC | 969 | 339995 | COM CL A |
| JOHNSON & JOHNSON | 1623 | 335883 | COM |
| NORTHROP GRUMMAN CORP | 485 | 276658 | COM |
| DOW INC | 11199 | 261838 | COM |
| INVESCO QQQ TR | 410 | 251899 | UNIT SER 1 |
| SHOPIFY INC | 1355 | 218114 | CL A SUB VTG SHS |
| NUCOR CORP | 1269 | 206934 | COM |
| IMMUNITYBIO INC | 82650 | 163647 | COM |
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