Holdings
Bellars Harris Wealth Management, LLC
As of Jun 30, 2026, Bellars Harris Wealth Management, LLC reported 61 positions worth US$366M. Largest: Caterpillar, Inc., Cisco Systems, Inc. and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Caterpillar, Inc. | 13,845 | US$14.7M | first report | Jun 30, 2026 |
| Cisco Systems, Inc. | 113K | US$13.3M | first report | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 39,817 | US$13M | first report | Jun 30, 2026 |
| Welltower Inc. | 46,790 | US$10.6M | first report | Jun 30, 2026 |
| Williams Companies, Inc. (the) | 142K | US$10.6M | first report | Jun 30, 2026 |
| American Electric Power Company, Inc. | 75,847 | US$10.4M | first report | Jun 30, 2026 |
| The Bank Of New York Mellon Corporation | 71,394 | US$10.3M | first report | Jun 30, 2026 |
| Merck & Company, Inc. | 79,847 | US$10.3M | first report | Jun 30, 2026 |
| Nisource Inc | 209K | US$9.94M | first report | Jun 30, 2026 |
| Broadcom Inc. | 25,990 | US$9.82M | first report | Jun 30, 2026 |