Skip to content
Disclosery

13F-HR filed by Bell & Brown Wealth Advisors, LLC

Bell & Brown Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-05-07, with 71 holding rows worth $268,706,815.

Accession
0001172661-25-001590
Filer
CIK 1725362
Filed
2025-05-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 71 entries on the cover page, a total value of $268,706,815 stated on the cover page (in dollars after the unit check, H1), rows summing to $268,706,815 with VALUE read as dollars as filed, 13F file number 028-18402. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Broadcom Inc.11135F101COM77,300$17,921,265dollars as filed
Apple Inc037833100COM61,761$15,466,305dollars as filed
Eli Lilly and Company532457108COM14,744$11,383,497dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM59,521$11,267,448dollars as filed
META PLATFORMS INC CL A30303M102COM17,771$10,405,437dollars as filed
Amazon.com, Inc023135106COM39,424$8,652,119dollars as filed
Goldman Sachs Group,Inc.38141G104COM14,440$8,269,132dollars as filed
JPMorgan Chase & Co46625H100COM33,980$8,145,521dollars as filed
EXXON MOBIL CORP30231G102COM74,291$7,991,603dollars as filed
Microsoft Corp594918104COM16,758$7,063,763dollars as filed
Qualcomm Incorporated747525103COM44,901$6,897,869dollars as filed
Wells Fargo & Company949746101COM92,822$6,519,838dollars as filed
Boeing Company097023105COM36,285$6,422,604dollars as filed
Costco Wholesale Corporation22160K105COM6,781$6,213,516dollars as filed
PAYPALHLDGSINC70450Y103STOK71,672$6,117,205dollars as filed
ULTA BEAUTY INC COM90384S303Stock14,054$6,112,506dollars as filed
WILLIAMS SONOMA INC COM969904101Stock32,026$5,930,575dollars as filed
Walt Disney Co254687106COM52,945$5,895,639dollars as filed
FEDEX CORP COM31428X106Stock20,081$5,649,753dollars as filed
Tesla Motors, Inc88160R101COM13,878$5,604,492dollars as filed
VALERO ENERGY CORP COM91913Y100Stock41,920$5,139,132dollars as filed
Walmart Inc.931142103COM55,280$4,994,582dollars as filed
Oracle Corporation68389X105COM29,687$4,947,280dollars as filed
Starbucks Corporation855244109COM47,487$4,333,288dollars as filed
American Express Company025816109COM14,586$4,329,043dollars as filed
Merck & Co.,Inc.58933Y105COM43,161$4,293,756dollars as filed
Chevron Corporation166764100COM28,154$4,077,969dollars as filed
Home Depot, Inc437076102COM9,293$3,615,326dollars as filed
SPDR GOLD TR78463V107GOLD SHS14,656$3,548,657dollars as filed
OCCIDENTAL PETE CORP674599105COM70,251$3,471,133dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS38,517$3,265,856dollars as filed
Raytheon Technologies Corporation75513E101COM27,103$3,136,518dollars as filed
McDonalds Corporation580135101COM10,548$3,057,785dollars as filed
DISCOVER FINL SVCS254709108COM17,593$3,047,635dollars as filed
Procter & Gamble Co742718109COM17,361$2,910,873dollars as filed
PepsiCo,Inc.713448108COM18,232$2,772,585dollars as filed
Coca-Cola Company191216100COM44,040$2,742,001dollars as filed
Amgen Inc.031162100COM10,452$2,724,263dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock35,272$2,689,569dollars as filed
WILLIAMS COS INC COM969457100Stock48,399$2,619,354dollars as filed
LULULEMON ATHLETICA INC550021109COM6,429$2,458,514dollars as filed
TARGET CORP COM87612E106Stock17,659$2,387,190dollars as filed
Bristol-Myers Squibb Company110122108COM41,320$2,337,081dollars as filed
NIKE,Inc. Class B654106103COM29,511$2,233,202dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock16,522$2,165,253dollars as filed
Citigroup Inc.172967424COM28,926$2,036,162dollars as filed
CORTEVA INC COM22052L104Stock27,589$1,571,486dollars as filed
Lowes Companies,Inc.548661107COM5,464$1,348,675dollars as filed
TEEKAY CORPORATION LTDG8726T105SHS191,778$1,329,028dollars as filed
Netflix, Inc64110L106COM1,407$1,254,087dollars as filed
NVIDIA Corp67066G104COM8,819$1,184,373dollars as filed
DOW HLDGS INC COM260557103Stock28,019$1,124,444dollars as filed
Uber Technologies90353T100COM16,442$991,781dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,245$808,448dollars as filed
General Electric Company369604301COM4,053$676,162dollars as filed
Berkshire Hathaway Inc084670702COM1,478$669,948dollars as filed
INNOSPEC INC45768S105COM5,216$574,073dollars as filed
Morgan Stanley617446448COM4,483$563,692dollars as filed
CELANESE CORP DEL COM150870103Stock6,602$456,924dollars as filed
EDISON INTL COM281020107Stock5,112$408,142dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM1,000$342,160dollars as filed
GE Vernova Inc.36828A101COM827$272,025dollars as filed
Visa Inc92826C839COM854$269,898dollars as filed
INVESCO QQQ TR46090E103COM515$263,580dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock488$229,390dollars as filed
RADNET INC750491102COM3,000$209,520dollars as filed
CHORD ENERGY CORPORATION674215207COM NEW1,755$205,195dollars as filed
SEMPRA COM816851109Stock2,325$203,982dollars as filed
Verizon Communications Inc92343V104COM5,025$200,972dollars as filed
RIVIAN AUTOMOTIVE INC COM CL A76954A103Stock13,440$178,752dollars as filed
IMMUNITYBIO INC45256X103COM41,400$105,984dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-001590this filing2025-05-07acceptance time not in the bulk data set