Bell & Brown Wealth Advisors, LLC
Top Portfolio Positions
67 positions ·
$306,833,694 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
54,419 | $16,843,224 | 5.49% | |
| AAPL |
Apple Inc.
Technology
|
62,545 | $15,873,295 | 5.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
53,158 | $15,286,114 | 4.98% | |
| XOM |
Exxon Mobil Corp
Energy
|
74,942 | $12,714,659 | 4.14% | |
| LLY |
ELI LILLY & Co
Healthcare
|
12,196 | $11,217,514 | 3.66% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
12,614 | $10,671,317 | 3.48% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
42,419 | $10,480,886 | 3.42% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
32,348 | $9,515,487 | 3.10% | |
| META |
Meta Platforms, Inc.
Communication Services
|
16,198 | $9,267,361 | 3.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,366 | $7,990,486 | 2.60% |
Portfolio Trend
21 quarters · across all stocks
Holdings in TK
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,417,189 | 197,968 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,783,298 | 197,486 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $1,656,875 | 202,552 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,655,387 | 200,653 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,311,391 | 199,603 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,329,021 | 191,778 | Shares | Sole | 2025-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||