• 13F History

Bell & Brown Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$256M
Signature - Title
Gerardo Martinez - Regulatory Consultant
Location
Newport Beach, CA
Summary
This page shows a list of all the recent 13F filings made by Bell & Brown Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bell & Brown Wealth Advisors, LLC reported 71 stock holdings with total value $256M as of Q3 2024. Top holdings included AAPL, AVGO, LLY, META, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 71 $256M +$3.04M -$1.1M +$1.95M AAPL, AVGO, LLY, META, GOOGL 13F-HR 11/14/2024, 11:32 AM
Q2 2024 69 $225M +$8.72M -$1.76M +$6.97M LLY, AAPL, GOOGL, META, QCOM 13F-HR 8/13/2024, 04:04 PM
Q1 2024 68 $234M +$6.95M -$10M -$3.07M LLY, AVGO, AAPL, GOOGL, META 13F-HR 5/13/2024, 10:33 AM
Q4 2023 74 $215M +$3M -$4.17M -$1.17M AAPL, AVGO, LLY, GOOGL, BA 13F-HR 2/12/2024, 10:59 AM
Q2 2023 70 $200M +$3.83M -$1.3M +$2.53M AAPL, AVGO, LLY, XOM, GOOGL 13F-HR 8/15/2023, 06:12 PM
Q1 2023 67 $188M +$2.84M -$9.55M -$6.72M AAPL, XOM, ULTA, BA, GOOGL 13F-HR 4/14/2023, 02:32 PM
Q4 2022 71 $182M +$10.8M -$8.03M +$2.79M XOM, AAPL, ULTA, LLY, BA 13F-HR 2/10/2023, 03:39 PM
Q3 2022 64 $162M +$7.22M -$8.44M -$1.22M XOM, AAPL, LLY, ULTA, VLO 13F-HR 10/26/2022, 10:11 AM
Q2 2022 73 $187M +$12.1M -$9.76M +$2.37M AAPL, XOM, OXY, GOOGL, LLY 13F-HR 7/22/2022, 04:04 PM
Q1 2022 75 $221M +$22.7M -$5.88M +$16.8M ABR, AAPL, XOM, GOOGL, AVGO 13F-HR 5/2/2022, 11:51 AM
Q4 2021 60 $175M +$11M -$1.49M +$9.51M AAPL, GOOGL, QCOM, AVGO, BA 13F-HR 2/9/2022, 08:05 PM
Q3 2021 73 $185M $0 $0 AAPL, GOOGL, XOM, META, ULTA 13F-HR 11/12/2021, 10:25 AM
Q3 2020 67 $137M +$11.9M -$1.32M +$10.6M AAPL, FDX, QCOM, GOOGL, AMZN 13F-HR 10/23/2020, 05:04 PM
Q2 2020 63 $112M AAPL, GOOGL, AMZN, PYPL, META 13F-HR 8/6/2020, 07:40 PM
Q1 2020 48 $69.3M GOOGL, QCOM, LLY, MSFT, DIS 13F-HR 5/11/2020, 04:50 PM
Q4 2019 79 $133M +$8.23M -$4.25M +$3.98M AAPL, BA, GOOGL, DIS, ULTA 13F-HR 1/16/2020, 05:30 PM
Q3 2019 82 $122M +$13.7M -$1.1M +$12.6M AAPL, BA, GOOGL, DIS, AVGO 13F-HR 10/9/2019, 03:45 PM
Q2 2019 81 $113M +$2.54M -$209K +$2.33M AAPL, BA, DIS, QCOM, META 13F-HR 8/6/2019, 01:00 PM
Q1 2019 85 $110M +$7.82M -$2.71M +$5.1M BA, AAPL, DIS, MMM, FDX 13F-HR 5/10/2019, 08:52 PM
Q4 2018 79 $93.5M +$8.19M -$2.44M +$5.75M BA, AAPL, DIS, MMM, JPM Restatement 2/22/2019, 02:20 PM
Q3 2018 80 $106M +$16.7M -$2.05M +$14.6M AAPL, BA, DIS, JPM, QCOM 13F-HR 11/13/2018, 07:46 AM
Q2 2018 82 $101M +$8.25M -$854K +$7.4M BA, AAPL, TWTR, DIS, M 13F-HR 7/31/2018, 05:18 PM
Q1 2018 84 $94.7M +$6.49M -$3.5M +$2.99M BA, AAPL, FDX, JPM, DIS 13F-HR 5/2/2018, 09:01 AM
Q4 2017 83 $96.5M BA, AAPL, FDX, WFC, JPM 13F-HR 2/13/2018, 10:37 AM