Bell Bank Purchases in Q4 2025

Bell Bank

  • $2.3 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
297K
+ 102.2%
$185.12 - $192.11 $55M - $57M
587K $110M
VTV
Vanguard Value ETF

ETFs
148K
+ 10.14%
$182.87 - $189.72 $27M - $28M
1.6M $300M
VUG
Vanguard Growth ETF

ETFs
22.3K
+ 3.93%
$470.44 - $504.26 $10.5M - $11.3M
591K $286M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
149K
+ 167.13%
$50.55 - $50.74 $7.55M - $7.58M
239K $12.1M
IEFA
Ishares Tr

ETFs
16.3K
+ 0.47%
$86.09 - $89.88 $1.4M - $1.46M
3.46M $307M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
55.5K
+ 9.89%
$99.87 - $101.27 $5.54M - $5.62M
616K $61.6M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
44.5K
+ 8.85%
$99.21 - $99.52 $4.42M - $4.43M
547K $54.4M
NOW
Service Now, Inc.

Technology
4.57K
+ 379.25%
$835.79 - $946.29 $3.82M - $4.32M
5.78K $4.83M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.43K
+ 0.98%
$589.5 - $635.77 $2.02M - $2.18M
354K $213M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
66.5K
+ 8.54%
$46.85 - $47.44 $3.12M - $3.15M
845K $39.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.11K
+ 0.58%
$54.27 - $56.85 $495K - $518K
1.58M $88.8M
SO
Southern CO

Utilities
21.8K
+ 20.49%
$90.58 - $99.72 $1.97M - $2.17M
128K $11.6M
LLY
Eli Lilly & CO

Healthcare
542
+ 30.69%
$799.57 - $1025.28 $433K - $556K
2.31K $2.36M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
36.2K
+ 53.3%
$26.44 - $27.53 $957K - $997K
104K $2.84M
FTNT
Fortinet, Inc.

Technology
11.1K
+ 93.46%
$80.54 - $87.52 $895K - $973K
23K $1.89M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19K
+ 62.78%
$42.26 - $44.28 $804K - $843K
49.4K $2.16M
AMD
Advanced Micro Devices Inc

Technology
190
+ 2.04%
$164.01 - $264.33 $31.2K - $50.2K
9.5K $2.28M
IBM
International Business Machines Corp

Technology
114
+ 0.25%
$275.97 - $314.98 $31.5K - $35.9K
46K $13.7M
AVGO
Broadcom Inc.

Technology
978
+ 5.17%
$324.63 - $385.98 $317K - $377K
19.9K $6.82M
XOM
Exxon Mobil Corp

Energy
499
+ 0.52%
$110.64 - $119.78 $55.2K - $59.8K
96.1K $11.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.6K
+ 14.08%
$280.66 - $305.09 $448K - $487K
12.9K $3.65M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
14.7K
New
$29.81 - $42.36 $437K - $621K
14.7K $462K
FDL
First Tr Morningstar Dividend

ETFs
10.2K
+ 148.5%
$42.27 - $43.9 $430K - $447K
17K $743K
CVX
Chevron Corp

Energy
1.82K
+ 2.24%
$148.9 - $157.72 $271K - $288K
83.1K $12.9M
XLK
Technology Sector Spdr

ETFs
818
+ 100.0%
$278.39 - $304.13 $228K - $249K
1.64K $471K
AFIF
Two Rds Shared Tr

ETFs
25.4K
New
$9.36 - $9.48 $238K - $241K
25.4K $239K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.73K
New
$63.25 - $66.24 $236K - $247K
3.73K $239K
WFC
Wells Fargo & Company

Financial Services
2.56K
New
$77.62 - $87.3 $199K - $224K
2.56K $213K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
300
New
$557.73 - $694.99 $167K - $208K
300 $208K
FDX
Fedex Corp

Industrials
786
New
$224.63 - $268.67 $177K - $211K
786 $208K
NVDA
Nvidia Corp

Technology
1.08K
+ 0.58%
$179.83 - $207.04 $194K - $223K
185K $34.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.84K
+ 9.93%
$56.0 - $57.6 $215K - $221K
42.4K $2.41M
VHT
Vanguard Health Care ETF

ETFs
710
New
$264.7 - $283.93 $188K - $202K
710 $200K
MSFT
Microsoft Corp

Technology
1.18K
+ 3.03%
$496.82 - $542.07 $586K - $639K
40K $20.3M
DAL
Delta Air Lines, Inc.

Industrials
3.17K
New
$55.65 - $62.32 $177K - $198K
3.17K $185K
OEF
Ishares S&P 100 ETF

ETFs
595
New
N/A
595 $158K
KO
Coca Cola CO

Consumer Defensive
427
+ 1.56%
$66.1 - $71.61 $28.2K - $30.6K
27.8K $1.96M
AXP
American Express CO

Financial Services
250
+ 7.5%
$316.26 - $372.77 $79.1K - $93.2K
3.58K $1.22M
LOW
Lowes Companies Inc

Consumer Cyclical
1.38K
+ 18.55%
$225.0 - $247.99 $309K - $341K
8.79K $1.98M
COST
Costco Wholesale Corp

Consumer Defensive
155
+ 6.92%
$910.94 - $954.99 $141K - $148K
2.4K $2.19M
WMT
Walmart Inc.

Consumer Defensive
989
+ 4.95%
$101.18 - $109.03 $100K - $108K
21K $2.16M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 4.02%
$72.21 - $75.0 $84.3K - $87.5K
30.2K $2.22M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.37K
+ 0.31%
$91.46 - $91.76 $126K - $126K
441K $40.4M
V
Visa Inc.

Financial Services
940
+ 5.93%
$325.75 - $352.42 $306K - $331K
16.8K $5.47M
BAC
Bank Of America Corp

Financial Services
743
+ 3.79%
$48.65 - $54.11 $36.1K - $40.2K
20.4K $1.05M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
227
+ 4.44%
$82.92 - $88.2 $18.8K - $20K
5.35K $468K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.11%
$475.68 - $513.11 $2.38K - $2.57K
4.67K $2.38M
UBER
Uber Technologies, Inc

Technology
475
+ 22.88%
$91.62 - $100.1 $43.5K - $47.5K
2.55K $233K
SYK
Stryker Corp

Healthcare
97
+ 10.51%
$353.81 - $388.35 $34.3K - $37.7K
1.02K $367K
Activity Summary
Buys All Purchases 65 New Holdings 10 Increased Positions 55 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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