Holdings
Bell & Brown Wealth Advisors, LLC
As of Sep 30, 2026, Bell & Brown Wealth Advisors, LLC reported 69 positions worth US$307M. Largest: Apple Inc, Alphabet Inc (google) Class C and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 58,851 | US$19.6M | −3,277 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 52,633 | US$18.1M | −3,188 | Sep 30, 2026 |
| Broadcom Inc. | 47,349 | US$16.6M | −3,005 | Sep 30, 2026 |
| Valero Energy Corporation | 37,147 | US$14.4M | −3,566 | Sep 30, 2026 |
| Eli Lilly And Company | 11,178 | US$12.9M | −833 | Sep 30, 2026 |
| Meta Platforms, Inc. | 15,382 | US$11.2M | −861 | Sep 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 11,439 | US$10.3M | −1,003 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 30,258 | US$10M | −1,862 | Sep 30, 2026 |
| Amazon.com, Inc. | 36,620 | US$9.12M | −1,694 | Sep 30, 2026 |
| Microsoft Corp. | 16,258 | US$8.34M | −277 | Sep 30, 2026 |