Universe · entity
Bell & Brown Wealth Advisors, LLC
Institutional manager (13F) · CIK 1725362
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $296M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BROADCOM INC | $17M | 54,419 |
| 2 | APPLE INC | $16M | 62,545 |
| 3 | ALPHABET INC | $15M | 53,158 |
| 4 | EXXON MOBIL CORP | $13M | 74,942 |
| 5 | ELI LILLY & CO | $11M | 12,196 |
| 6 | GOLDMAN SACHS GROUP INC | $11M | 12,614 |
| 7 | VALERO ENERGY CORP | $10M | 42,419 |
| 8 | META PLATFORMS INC | $10M | 16,198 |
| 9 | JPMORGAN CHASE & CO | $10M | 32,348 |
| 10 | AMAZON COM INC | $8M | 38,366 |
| 11 | FEDEX CORP | $8M | 21,149 |
| 12 | BOEING CO | $7M | 36,676 |
| 13 | WALMART INC | $7M | 57,127 |
| 14 | TESLA INC | $7M | 18,407 |
| 15 | COSTCO WHOLESALE CORPORATION | $7M | 6,580 |
| 16 | CHEVRON CORPORATION | $6M | 30,811 |
| 17 | SPDR GOLD TR | $6M | 14,696 |
| 18 | OCCIDENTAL PETE CORP | $6M | 92,687 |
| 19 | MICROSOFT CORP | $6M | 15,905 |
| 20 | QUALCOMM INC | $6M | 45,059 |
| 21 | DISNEY WALT CO | $5M | 56,421 |
| 22 | WILLIAMS SONOMA INC | $5M | 29,049 |
| 23 | MERCK & CO INC | $5M | 43,512 |
| 24 | RTX CORPORATION | $5M | 26,113 |
| 25 | WELLS FARGO & CO | $5M | 62,169 |
| 26 | ORACLE CORP | $5M | 31,476 |
| 27 | ALIBABA GROUP HLDG LTD | $5M | 36,297 |
| 28 | STARBUCKS CORP | $5M | 50,489 |
| 29 | AMERICAN EXPRESS CO | $4M | 14,284 |
| 30 | ULTA BEAUTY INC | $4M | 7,834 |
| 31 | AMGEN INC | $4M | 11,268 |
| 32 | NETFLIX INC. | $4M | 41,056 |
| 33 | UNITEDHEALTH GROUP INC | $4M | 13,764 |
| 34 | WILLIAMS COS INC | $4M | 50,741 |
| 35 | PAYPAL HLDGS INC | $4M | 80,803 |
| 36 | CITIGROUP INC | $4M | 31,660 |
| 37 | MCDONALDS CORP | $4M | 11,424 |
| 38 | COCA COLA CO | $4M | 46,582 |
| 39 | PEPSICO INC | $3M | 21,371 |
| 40 | HOME DEPOT INC | $3M | 9,974 |
| 41 | CAPITAL ONE FINL CORP | $3M | 16,988 |
| 42 | NIKE INC | $3M | 55,446 |
| 43 | PROCTER & GAMBLE CO | $3M | 19,061 |
| 44 | CELANESE CORP DEL | $3M | 39,792 |
| 45 | BRISTOL-MYERS SQUIBB CO | $3M | 41,839 |
| 46 | QNITY ELECTRONICS INC | $2M | 21,020 |
| 47 | TEEKAY CORPORATION LTD | $2M | 197,968 |
| 48 | TARGET CORP | $2M | 19,197 |
| 49 | UBER TECHNOLOGIES INC | $2M | 31,977 |
| 50 | DUPONT DE NEMOURS INC | $2M | 43,381 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.