Bell & Brown Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Bell & Brown Wealth Advisors, LLC reported 69 stock positions worth $256.4 million. Its top holding was Apple (AAPL) at 5.4% of the portfolio, followed by Broadcom (AVGO, 4.5%) and Eli Lilly (LLY, 4.4%). Compared with Q4 2024, it opened 1 new position, sold out of 3, added to 46 and reduced 19. The biggest buy was Alibaba Group Holding-SP ADR (BABA, shares +1%) and the biggest sale Broadcom (AVGO, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- NEWPORT BEACH, CA
- CIK
- 0001725362
- Portfolio Value
- $256.4M (Q1 2025)
- SEC Filing
- 0001172661-25-001589 ↗ filed May 7, 2025
Holdings Value
Holdings 69 stocks · $256.4M
| AAPL Apple Inc. | 5.37% | 62,001 | $13.8M | Add +0.4% |
| AVGO Broadcom Inc. | 4.53% | 69,305 | $11.6M | Reduce -10.3% |
| LLY Eli Lilly & Co. | 4.40% | 13,647 | $11.3M | Reduce -7.4% |
| META Meta Platforms Inc. Class A | 3.89% | 17,295 | $10.0M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 3.55% | 58,806 | $9.1M | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 3.47% | 74,800 | $8.9M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 3.25% | 33,931 | $8.3M | Reduce -0.1% |
| GS Goldman Sachs Group Inc. | 3.07% | 14,427 | $7.9M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 2.90% | 39,020 | $7.4M | Reduce -1.0% |
| QCOM Qualcomm Inc. | 2.73% | 45,601 | $7.0M | Add +1.6% |
| WFC Wells Fargo & Co. | 2.57% | 91,776 | $6.6M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 2.51% | 6,792 | $6.4M | Add +0.2% |
| MSFT Microsoft Corp. | 2.46% | 16,833 | $6.3M | Add +0.5% |
| BA The Boeing Co. | 2.43% | 36,592 | $6.2M | Add +0.8% |
| VLO Valero Energy Corp. | 2.21% | 42,823 | $5.7M | Add +2.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.06% | 53,624 | $5.3M | Add +1.3% |
| ULTA Ulta Beauty Inc. | 2.06% | 14,437 | $5.3M | Add +2.7% |
| BABA Alibaba Group Holding-SP ADR | 2.00% | 38,716 | $5.1M | Add +0.5% |
| WMT Walmart Inc. | 1.96% | 57,346 | $5.0M | Add +3.7% |
| FDX FedEx Corp. | 1.96% | 20,573 | $5.0M | Add +2.5% |
| WSM Williams-Sonoma Inc. | 1.90% | 30,863 | $4.9M | Reduce -3.6% |
| CVX Chevron Corp. | 1.88% | 28,857 | $4.8M | Add +2.5% |
| PYPL PayPal Holdings Inc. | 1.85% | 72,601 | $4.7M | Add +1.3% |
| SBUX Starbucks Corp. | 1.84% | 48,176 | $4.7M | Add +1.4% |
| GLD SPDR Gold Shares | 1.69% | 15,079 | $4.3M | Add +2.9% |
| ORCL Oracle Corp. | 1.68% | 30,904 | $4.3M | Add +4.1% |
| OXY Occidental Petroleum Corp. | 1.65% | 85,606 | $4.2M | Add +21.9% |
| AXP American Express Co. | 1.54% | 14,681 | $4.0M | Add +0.7% |
| MRK Merck & Co. Inc. | 1.53% | 43,668 | $3.9M | Add +1.2% |
| RTX RTX Corp. | 1.43% | 27,634 | $3.7M | Add +2.0% |
| HD Home Depot Inc. | 1.36% | 9,529 | $3.5M | Add +2.5% |
| TSLA Tesla Inc. | 1.34% | 13,240 | $3.4M | Reduce -4.6% |
| MCD McDonald's Corp. | 1.33% | 10,886 | $3.4M | Add +3.2% |
| AMGN Amgen Inc. | 1.32% | 10,897 | $3.4M | Add +4.3% |
| KO The Coca-Cola Co. | 1.25% | 44,833 | $3.2M | Add +1.8% |
| WMB Williams Cos Inc. | 1.20% | 51,356 | $3.1M | Add +6.1% |
| PG The Procter & Gamble Co. | 1.19% | 17,848 | $3.0M | Add +2.8% |
| DFS Discover Financial Services | 1.18% | 17,653 | $3.0M | Add +0.3% |
| PEP Pepsico Inc. | 1.15% | 19,660 | $2.9M | Add +7.8% |
| DD Dupont DE Nemours Inc. | 1.05% | 36,127 | $2.7M | Add +2.4% |
| BMY Bristol-Myers Squibb Co. | 1.01% | 42,672 | $2.6M | Add +3.3% |
| KMB Kimberly-Clark Corp. | 0.95% | 17,130 | $2.4M | Add +3.7% |
| C Citigroup Inc. | 0.85% | 30,813 | $2.2M | Add +6.5% |
| UBER Uber Technologies Inc. | 0.85% | 29,991 | $2.2M | Add +82.4% |
| NKE Nike Inc. Class B | 0.79% | 31,987 | $2.0M | Add +8.4% |
| TGT Target Corp. | 0.77% | 18,996 | $2.0M | Add +7.6% |
| LULU Lululemon Athletica Inc. | 0.73% | 6,587 | $1.9M | Add +2.5% |
| CTVA Corteva Inc. | 0.65% | 26,421 | $1.7M | Reduce -4.2% |
| TK Teekay Corp. Ltd. | 0.51% | 199,603 | $1.3M | Add +4.1% |
| NFLX Netflix Inc. | 0.50% | 1,387 | $1.3M | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 0.50% | 5,489 | $1.3M | Add +0.5% |
| CE Celanese Corp. | 0.37% | 16,652 | $945K | Add +152.2% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 4,064 | $813K | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 1,450 | $772K | Reduce -1.9% |
| NVDA Nvidia Corp. | 0.29% | 6,845 | $742K | Reduce -22.4% |
| GOOG Alphabet Inc. Class C | 0.26% | 4,247 | $664K | Add +0.1% |
| DOW Dow Inc. | 0.23% | 17,062 | $596K | Reduce -39.1% |
| MS Morgan Stanley | 0.20% | 4,505 | $526K | Add +0.5% |
| IOSP Innospec Inc. | 0.19% | 5,216 | $494K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.16% | 1,150 | $405K | Add +15.0% |
| V Visa Inc. Class A | 0.12% | 907 | $318K | Add +6.2% |
| EIX Edison International | 0.12% | 5,112 | $301K | No change |
| NOC Northrop Grumman Corp. | 0.10% | 484 | $248K | Reduce -0.8% |
| GEV GE Vernova Inc. | 0.10% | 802 | $245K | Reduce -3.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 484 | $227K | Reduce -6.0% |
| JNJ Johnson & Johnson | 0.09% | 1,333 | $221K | New |
| VZ Verizon Communications Inc. | 0.09% | 4,869 | $221K | Reduce -3.1% |
| IBRX Immunitybio Inc. | 0.07% | 58,700 | $177K | Add +41.8% |
| RIVN Rivian Automotive Inc. Class A | 0.07% | 13,440 | $167K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -10.3% | 4.53% | −2.14 |
| TSLA Tesla Inc. | Reduce -4.6% | 1.34% | −0.75 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 3.55% | −0.65 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 2.90% | −0.32 |
| WSM Williams-Sonoma Inc. | Reduce -3.6% | 1.90% | −0.30 |
| DOW Dow Inc. | Reduce -39.1% | 0.23% | −0.19 |
| NVDA Nvidia Corp. | Reduce -22.4% | 0.29% | −0.15 |
| RDNT Radnet Inc. | Sold out | 0.00% | −0.08 |
| CHRD Chord Energy Corp. | Sold out | 0.00% | −0.08 |
| SRE Sempra | Sold out | 0.00% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.0% | 0.09% | −0.01 |
| GEV GE Vernova Inc. | Reduce -3.0% | 0.10% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -0.1% | 3.07% | −0.00 |
| NOC Northrop Grumman Corp. | Reduce -0.8% | 0.10% | +0.01 |
| VZ Verizon Communications Inc. | Reduce -3.1% | 0.09% | +0.01 |
| META Meta Platforms Inc. Class A | Reduce -2.7% | 3.89% | +0.01 |
| NFLX Netflix Inc. | Reduce -1.4% | 0.50% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.9% | 0.30% | +0.05 |
| CTVA Corteva Inc. | Reduce -4.2% | 0.65% | +0.06 |
| WFC Wells Fargo & Co. | Reduce -1.1% | 2.57% | +0.14 |
| LLY Eli Lilly & Co. | Reduce -7.4% | 4.40% | +0.16 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 3.25% | +0.21 |
Portfolio Buys Q4 2024 → Q1 2025
| BABA Alibaba Group Holding-SP ADR | Add +0.5% | 2.00% | +0.78 |
| XOM Exxon Mobil Corp. | Add +0.7% | 3.47% | +0.49 |
| UBER Uber Technologies Inc. | Add +82.4% | 0.85% | +0.48 |
| GLD SPDR Gold Shares | Add +2.9% | 1.69% | +0.37 |
| CVX Chevron Corp. | Add +2.5% | 1.88% | +0.36 |
| OXY Occidental Petroleum Corp. | Add +21.9% | 1.65% | +0.36 |
| AMGN Amgen Inc. | Add +4.3% | 1.32% | +0.31 |
| VLO Valero Energy Corp. | Add +2.1% | 2.21% | +0.29 |
| RTX RTX Corp. | Add +2.0% | 1.43% | +0.26 |
| KO The Coca-Cola Co. | Add +1.8% | 1.25% | +0.23 |
| SBUX Starbucks Corp. | Add +1.4% | 1.84% | +0.23 |
| WMB Williams Cos Inc. | Add +6.1% | 1.20% | +0.22 |
| CE Celanese Corp. | Add +152.2% | 0.37% | +0.20 |
| COST Costco Wholesale Corp. | Add +0.2% | 2.51% | +0.19 |
| MCD McDonald's Corp. | Add +3.2% | 1.33% | +0.19 |
| QCOM Qualcomm Inc. | Add +1.6% | 2.73% | +0.16 |
| BMY Bristol-Myers Squibb Co. | Add +3.3% | 1.01% | +0.15 |
| KMB Kimberly-Clark Corp. | Add +3.7% | 0.95% | +0.14 |
| PEP Pepsico Inc. | Add +7.8% | 1.15% | +0.12 |
| WMT Walmart Inc. | Add +3.7% | 1.96% | +0.10 |
| PG The Procter & Gamble Co. | Add +2.8% | 1.19% | +0.10 |
| C Citigroup Inc. | Add +6.5% | 0.85% | +0.10 |
| JNJ Johnson & Johnson | New | 0.09% | +0.09 |
| GE General Electric | Add +0.3% | 0.32% | +0.07 |
| DD Dupont DE Nemours Inc. | Add +2.4% | 1.05% | +0.05 |
| BA The Boeing Co. | Add +0.8% | 2.43% | +0.04 |
| DFS Discover Financial Services | Add +0.3% | 1.18% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +15.0% | 0.16% | +0.03 |
| IBRX Immunitybio Inc. | Add +41.8% | 0.07% | +0.03 |
| V Visa Inc. Class A | Add +6.2% | 0.12% | +0.02 |
| TK Teekay Corp. Ltd. | Add +4.1% | 0.51% | +0.02 |
| HD Home Depot Inc. | Add +2.5% | 1.36% | +0.02 |
| LOW Lowe's Cos Inc. | Add +0.5% | 0.50% | −0.00 |
| MS Morgan Stanley | Add +0.5% | 0.20% | −0.00 |
| NKE Nike Inc. Class B | Add +8.4% | 0.79% | −0.04 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.26% | −0.04 |
| MRK Merck & Co. Inc. | Add +1.2% | 1.53% | −0.07 |
| AXP American Express Co. | Add +0.7% | 1.54% | −0.07 |
| TGT Target Corp. | Add +7.6% | 0.77% | −0.12 |
| DIS The Walt Disney Co. | Add +1.3% | 2.06% | −0.13 |
| FDX FedEx Corp. | Add +2.5% | 1.96% | −0.15 |
| ORCL Oracle Corp. | Add +4.1% | 1.68% | −0.16 |
| MSFT Microsoft Corp. | Add +0.5% | 2.46% | −0.16 |
| LULU Lululemon Athletica Inc. | Add +2.5% | 0.73% | −0.19 |
| ULTA Ulta Beauty Inc. | Add +2.7% | 2.06% | −0.21 |
| AAPL Apple Inc. | Add +0.4% | 5.37% | −0.39 |
| PYPL PayPal Holdings Inc. | Add +1.3% | 1.85% | −0.43 |
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 |