Bell & Brown Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed May 7, 2025), Bell & Brown Wealth Advisors, LLC reported 71 stock positions worth $268.7 million. Its top holding was Broadcom (AVGO) at 6.7% of the portfolio, followed by Apple (AAPL, 5.8%) and Eli Lilly (LLY, 4.2%). Compared with Q3 2024, it opened 2 new positions, sold out of 2, added to 41 and reduced 22. The biggest buy was Amazon.com (AMZN, shares +2%) and the biggest sale Eli Lilly (LLY, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEWPORT BEACH, CA
- CIK
- 0001725362
- Portfolio Value
- $268.7M (Q4 2024)
- SEC Filing
- 0001172661-25-001590 ↗ filed May 7, 2025
Holdings Value
Holdings 71 stocks · $268.7M
| AVGO Broadcom Inc. | 6.67% | 77,300 | $17.9M | Reduce -4.5% |
| AAPL Apple Inc. | 5.76% | 61,761 | $15.5M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 4.24% | 14,744 | $11.4M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 4.19% | 59,521 | $11.3M | Add +0.7% |
| META Meta Platforms Inc. Class A | 3.87% | 17,771 | $10.4M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 3.22% | 39,424 | $8.7M | Add +1.9% |
| GS Goldman Sachs Group Inc. | 3.08% | 14,440 | $8.3M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 3.03% | 33,980 | $8.1M | Add +0.1% |
| XOM Exxon Mobil Corp. | 2.97% | 74,291 | $8.0M | Add +1.1% |
| MSFT Microsoft Corp. | 2.63% | 16,758 | $7.1M | Add +1.8% |
| QCOM Qualcomm Inc. | 2.57% | 44,901 | $6.9M | Add +0.8% |
| WFC Wells Fargo & Co. | 2.43% | 92,822 | $6.5M | Reduce -0.0% |
| BA The Boeing Co. | 2.39% | 36,285 | $6.4M | Reduce -2.6% |
| COST Costco Wholesale Corp. | 2.31% | 6,781 | $6.2M | Add +1.3% |
| PYPL PayPal Holdings Inc. | 2.28% | 71,672 | $6.1M | Reduce -0.4% |
| ULTA Ulta Beauty Inc. | 2.27% | 14,054 | $6.1M | Add +1.7% |
| WSM Williams-Sonoma Inc. | 2.21% | 32,026 | $5.9M | Reduce -4.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.19% | 52,945 | $5.9M | Add +1.8% |
| FDX FedEx Corp. | 2.10% | 20,081 | $5.6M | Add +2.3% |
| TSLA Tesla Inc. | 2.09% | 13,878 | $5.6M | Reduce -1.3% |
| VLO Valero Energy Corp. | 1.91% | 41,920 | $5.1M | Add +1.2% |
| WMT Walmart Inc. | 1.86% | 55,280 | $5.0M | Add +0.3% |
| ORCL Oracle Corp. | 1.84% | 29,687 | $4.9M | Reduce -2.3% |
| SBUX Starbucks Corp. | 1.61% | 47,487 | $4.3M | Add +1.3% |
| AXP American Express Co. | 1.61% | 14,586 | $4.3M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 1.60% | 43,161 | $4.3M | Add +2.2% |
| CVX Chevron Corp. | 1.52% | 28,154 | $4.1M | Add +4.7% |
| HD Home Depot Inc. | 1.35% | 9,293 | $3.6M | Add +0.8% |
| GLD SPDR Gold Shares | 1.32% | 14,656 | $3.5M | Reduce -0.1% |
| OXY Occidental Petroleum Corp. | 1.29% | 70,251 | $3.5M | Add +59.1% |
| BABA Alibaba Group Holding-SP ADR | 1.22% | 38,517 | $3.3M | Add +1.0% |
| RTX RTX Corp. | 1.17% | 27,103 | $3.1M | Add +3.1% |
| MCD McDonald's Corp. | 1.14% | 10,548 | $3.1M | Add +3.1% |
| DFS Discover Financial Services | 1.13% | 17,593 | $3.0M | Reduce -2.0% |
| PG The Procter & Gamble Co. | 1.08% | 17,361 | $2.9M | Add +2.8% |
| PEP Pepsico Inc. | 1.03% | 18,232 | $2.8M | Add +2.4% |
| KO The Coca-Cola Co. | 1.02% | 44,040 | $2.7M | Add +4.7% |
| AMGN Amgen Inc. | 1.01% | 10,452 | $2.7M | Add +6.2% |
| DD Dupont DE Nemours Inc. | 1.00% | 35,272 | $2.7M | Add +1.4% |
| WMB Williams Cos Inc. | 0.97% | 48,399 | $2.6M | Add +0.5% |
| LULU Lululemon Athletica Inc. | 0.91% | 6,429 | $2.5M | Add +2.4% |
| TGT Target Corp. | 0.89% | 17,659 | $2.4M | Add +1.8% |
| BMY Bristol-Myers Squibb Co. | 0.87% | 41,320 | $2.3M | Add +2.7% |
| NKE Nike Inc. Class B | 0.83% | 29,511 | $2.2M | Add +0.3% |
| KMB Kimberly-Clark Corp. | 0.81% | 16,522 | $2.2M | Add +5.7% |
| C Citigroup Inc. | 0.76% | 28,926 | $2.0M | Add +5.9% |
| CTVA Corteva Inc. | 0.58% | 27,589 | $1.6M | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 0.50% | 5,464 | $1.3M | Reduce -0.9% |
| TK Teekay Corp. Ltd. | 0.49% | 191,778 | $1.3M | Add +1.5% |
| NFLX Netflix Inc. | 0.47% | 1,407 | $1.3M | Reduce -1.7% |
| NVDA Nvidia Corp. | 0.44% | 8,819 | $1.2M | Reduce -1.2% |
| DOW Dow Inc. | 0.42% | 28,019 | $1.1M | Reduce -35.6% |
| UBER Uber Technologies Inc. | 0.37% | 16,442 | $992K | New |
| GOOG Alphabet Inc. Class C | 0.30% | 4,245 | $808K | Add +3.6% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 4,053 | $676K | Add +4.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 1,478 | $670K | Add +5.0% |
| IOSP Innospec Inc. | 0.21% | 5,216 | $574K | No change |
| MS Morgan Stanley | 0.21% | 4,483 | $564K | Add +0.6% |
| CE Celanese Corp. | 0.17% | 6,602 | $457K | Reduce -26.9% |
| EIX Edison International | 0.15% | 5,112 | $408K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.13% | 1,000 | $342K | Reduce -9.1% |
| GEV GE Vernova Inc. | 0.10% | 827 | $272K | Add +4.4% |
| V Visa Inc. Class A | 0.10% | 854 | $270K | Reduce -6.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 515 | $264K | Add +7.7% |
| NOC Northrop Grumman Corp. | 0.09% | 488 | $229K | No change |
| RDNT Radnet Inc. | 0.08% | 3,000 | $210K | No change |
| CHRD Chord Energy Corp. | 0.08% | 1,755 | $205K | No change |
| SRE Sempra | 0.08% | 2,325 | $204K | New |
| VZ Verizon Communications Inc. | 0.07% | 5,025 | $201K | Reduce -0.4% |
| RIVN Rivian Automotive Inc. Class A | 0.07% | 13,440 | $179K | No change |
| IBRX Immunitybio Inc. | 0.04% | 41,400 | $106K | Add +12.2% |
Portfolio Sells Q3 2024 → Q4 2024
| LLY Eli Lilly & Co. | Reduce -0.9% | 4.24% | −0.92 |
| DOW Dow Inc. | Reduce -35.6% | 0.42% | −0.51 |
| CE Celanese Corp. | Reduce -26.9% | 0.17% | −0.31 |
| ORCL Oracle Corp. | Reduce -2.3% | 1.84% | −0.18 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 3.87% | −0.13 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.11 |
| INTC Intel Corp. | Sold out | 0.00% | −0.09 |
| LOW Lowe's Cos Inc. | Reduce -0.9% | 0.50% | −0.08 |
| GLD SPDR Gold Shares | Reduce -0.1% | 1.32% | −0.07 |
| CTVA Corteva Inc. | Reduce -0.2% | 0.58% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -0.4% | 0.07% | −0.01 |
| V Visa Inc. Class A | Reduce -6.6% | 0.10% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -9.1% | 0.13% | +0.01 |
| NVDA Nvidia Corp. | Reduce -1.2% | 0.44% | +0.02 |
| AXP American Express Co. | Reduce -0.8% | 1.61% | +0.05 |
| NFLX Netflix Inc. | Reduce -1.7% | 0.47% | +0.07 |
| AAPL Apple Inc. | Reduce -0.9% | 5.76% | +0.08 |
| PYPL PayPal Holdings Inc. | Reduce -0.4% | 2.28% | +0.08 |
| DFS Discover Financial Services | Reduce -2.0% | 1.13% | +0.15 |
| BA The Boeing Co. | Reduce -2.6% | 2.39% | +0.18 |
| WSM Williams-Sonoma Inc. | Reduce -4.0% | 2.21% | +0.19 |
| WFC Wells Fargo & Co. | Reduce -0.0% | 2.43% | +0.38 |
| TSLA Tesla Inc. | Reduce -1.3% | 2.09% | +0.65 |
| AVGO Broadcom Inc. | Reduce -4.5% | 6.67% | +1.21 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +1.9% | 3.22% | +0.40 |
| OXY Occidental Petroleum Corp. | Add +59.1% | 1.29% | +0.40 |
| UBER Uber Technologies Inc. | New | 0.37% | +0.37 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 4.19% | +0.36 |
| GS Goldman Sachs Group Inc. | Add +0.4% | 3.08% | +0.29 |
| LULU Lululemon Athletica Inc. | Add +2.4% | 0.91% | +0.25 |
| DIS The Walt Disney Co. | Add +1.8% | 2.19% | +0.24 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 3.03% | +0.23 |
| ULTA Ulta Beauty Inc. | Add +1.7% | 2.27% | +0.17 |
| WMT Walmart Inc. | Add +0.3% | 1.86% | +0.12 |
| WMB Williams Cos Inc. | Add +0.5% | 0.97% | +0.12 |
| C Citigroup Inc. | Add +5.9% | 0.76% | +0.09 |
| SRE Sempra | New | 0.08% | +0.08 |
| BMY Bristol-Myers Squibb Co. | Add +2.7% | 0.87% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +3.6% | 0.30% | +0.03 |
| MS Morgan Stanley | Add +0.6% | 0.21% | +0.03 |
| GEV GE Vernova Inc. | Add +4.4% | 0.10% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.7% | 0.10% | +0.01 |
| FDX FedEx Corp. | Add +2.3% | 2.10% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.0% | 0.25% | −0.00 |
| COST Costco Wholesale Corp. | Add +1.3% | 2.31% | −0.01 |
| IBRX Immunitybio Inc. | Add +12.2% | 0.04% | −0.01 |
| CVX Chevron Corp. | Add +4.7% | 1.52% | −0.03 |
| GE General Electric | Add +4.5% | 0.25% | −0.03 |
| PG The Procter & Gamble Co. | Add +2.8% | 1.08% | −0.06 |
| KMB Kimberly-Clark Corp. | Add +5.7% | 0.81% | −0.06 |
| RTX RTX Corp. | Add +3.1% | 1.17% | −0.08 |
| MCD McDonald's Corp. | Add +3.1% | 1.14% | −0.08 |
| HD Home Depot Inc. | Add +0.8% | 1.35% | −0.11 |
| MSFT Microsoft Corp. | Add +1.8% | 2.63% | −0.14 |
| PEP Pepsico Inc. | Add +2.4% | 1.03% | −0.15 |
| KO The Coca-Cola Co. | Add +4.7% | 1.02% | −0.16 |
| TGT Target Corp. | Add +1.8% | 0.89% | −0.17 |
| SBUX Starbucks Corp. | Add +1.3% | 1.61% | −0.17 |
| TK Teekay Corp. Ltd. | Add +1.5% | 0.49% | −0.19 |
| NKE Nike Inc. Class B | Add +0.3% | 0.83% | −0.19 |
| DD Dupont DE Nemours Inc. | Add +1.4% | 1.00% | −0.21 |
| AMGN Amgen Inc. | Add +6.2% | 1.01% | −0.23 |
| VLO Valero Energy Corp. | Add +1.2% | 1.91% | −0.27 |
| MRK Merck & Co. Inc. | Add +2.2% | 1.60% | −0.28 |
| BABA Alibaba Group Holding-SP ADR | Add +1.0% | 1.22% | −0.37 |
| XOM Exxon Mobil Corp. | Add +1.1% | 2.97% | −0.39 |
| QCOM Qualcomm Inc. | Add +0.8% | 2.57% | −0.39 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 73 | $330.1M | AVGO, GOOGL, AAPL, LLY, GS |
| Q1 2026 | 68 | $308.3M | AVGO, AAPL, GOOGL, XOM, LLY |
| Q4 2025Amended | 71 | $310.7M | AVGO, GOOGL, AAPL, LLY, GS |
| Q3 2025 | 72 | $305.4M | AVGO, AAPL, GOOGL, META, GS |
| Q2 2025 | 69 | $279.6M | AVGO, AAPL, META, GOOGL, GS |
| Q1 2025 | 69 | $256.4M | AAPL, AVGO, LLY, META, GOOGL |
| Q4 2024 | 71 | $268.7M | AVGO, AAPL, LLY, GOOGL, META |
| Q3 2024 | 71 | $255.8M | AAPL, AVGO, LLY, META, GOOGL |
| Q2 2024 | 69 | $261.0M | BRK.B, LLY, AAPL, GOOGL, META |
| Q1 2024 | 68 | $233.6M | LLY, AVGO, AAPL, GOOGL, META |