Bell & Brown Wealth Advisors, LLC Purchases in Q3 2025

Bell & Brown Wealth Advisors, LLC

  • $303 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
271
+ 0.43%
$202.38 - $256.87 $54.8K - $69.6K
62.6K $15.9M
TSLA
Tesla, Inc.

Consumer Cyclical
491
+ 3.74%
$293.94 - $444.72 $144K - $218K
13.6K $6.06M
VLO
Valero Energy Corp

Energy
345
+ 0.81%
$131.77 - $175.63 $45.5K - $60.6K
43K $7.32M
OXY
Occidental Petroleum Corp

Energy
2.61K
+ 3.0%
$42.54 - $48.1 $111K - $126K
89.6K $4.23M
XOM
Exxon Mobil Corp

Energy
990
+ 1.33%
$105.83 - $117.22 $105K - $116K
75.3K $8.49M
CVX
Chevron Corp

Energy
156
+ 0.53%
$145.57 - $161.83 $22.7K - $25.2K
29.6K $4.59M
QCOM
Qualcomm Inc

Technology
200
+ 0.44%
$145.84 - $173.55 $29.2K - $34.7K
45.7K $7.6M
DD
Du Pont De Nemours, Inc.

Basic Materials
158
+ 0.43%
$69.9 - $78.26 $11K - $12.4K
36.9K $2.87M
WMT
Walmart Inc.

Consumer Defensive
307
+ 0.53%
$94.4 - $104.27 $29K - $32K
58K $5.98M
AMD
Advanced Micro Devices Inc

Technology
1.6K
New
$134.8 - $184.42 $216K - $296K
1.6K $259K
SHOP
Shopify Inc.

Technology
1.67K
New
$112.11 - $157.12 $187K - $262K
1.67K $247K
MSTR
Microstrategy Inc

Technology
729
New
$300.7 - $455.9 $219K - $332K
729 $234K
AXP
American Express CO

Financial Services
90
+ 0.61%
$294.27 - $342.31 $26.5K - $30.8K
14.8K $4.9M
MRK
Merck & Co., Inc.

Healthcare
116
+ 0.27%
$77.6 - $87.37 $9K - $10.1K
43.7K $3.66M
NET
Cloudflare, Inc.

Technology
1K
New
$181.39 - $228.28 $181K - $228K
1K $214K
PEP
Pepsico Inc

Consumer Defensive
286
+ 1.43%
$133.81 - $152.16 $38.3K - $43.5K
20.2K $2.84M
LOW
Lowes Companies Inc

Consumer Cyclical
50
+ 0.92%
$215.01 - $273.02 $10.8K - $13.7K
5.5K $1.38M
MCD
Mcdonalds Corp

Consumer Cyclical
84
+ 0.78%
$291.67 - $316.99 $24.5K - $26.6K
10.8K $3.28M
MS
Morgan Stanley

Financial Services
22
+ 0.49%
$139.09 - $161.16 $3.06K - $3.55K
4.55K $723K
JNJ
Johnson & Johnson

Healthcare
205
+ 14.25%
$155.17 - $185.42 $31.8K - $38K
1.64K $304K
AMGN
Amgen Inc

Healthcare
134
+ 1.2%
$271.18 - $309.22 $36.3K - $41.4K
11.3K $3.18M
LLY
Eli Lilly & CO

Healthcare
363
+ 2.89%
$625.65 - $812.69 $227K - $295K
12.9K $9.87M
WMB
Williams Companies, Inc.

Energy
575
+ 1.12%
$56.52 - $64.01 $32.5K - $36.8K
51.8K $3.28M
NOC
Northrop Grumman Corp

Industrials
1
+ 0.21%
$498.9 - $609.32 $499 - $609
485 $295K
AMZN
Amazon Com Inc

Consumer Cyclical
110
+ 0.29%
$211.65 - $238.24 $23.3K - $26.2K
38.1K $8.36M
Teekay Corporation LTD
1.9K
+ 0.95%
N/A
203K $0
IBRX
Immunity Bio, Inc.

Healthcare
5K
+ 6.43%
$2.24 - $3.01 $11.2K - $15K
82.8K $203K
NKE
Nike, Inc.

Consumer Cyclical
555
+ 1.64%
$69.24 - $79.24 $38.4K - $44K
34.4K $2.4M
IOSP
Innospec Inc.

Basic Materials
1
+ 0.02%
$77.06 - $89.32 $77.1 - $89.3
4.97K $383K
BMY
Bristol Myers Squibb CO

Healthcare
224
+ 0.53%
$43.31 - $48.98 $9.7K - $11K
42.7K $1.93M
PG
Procter & Gamble CO

Consumer Defensive
164
+ 0.91%
$150.47 - $161.22 $24.7K - $26.4K
18.2K $2.8M
TGT
Target Corp

Consumer Defensive
1.04K
+ 5.25%
$86.56 - $107.43 $89.8K - $112K
20.8K $1.87M
SBUX
Starbucks Corp

Consumer Cyclical
503
+ 1.04%
$81.9 - $96.86 $41.2K - $48.7K
49.1K $4.15M
CE
Celanese Corp

Basic Materials
1.09K
+ 4.03%
$39.94 - $62.39 $43.7K - $68.3K
28.3K $1.19M
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 0.46%
$915.95 - $994.57 $26.6K - $28.8K
6.28K $5.81M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.08K
+ 1.45%
$65.64 - $78.22 $70.6K - $84.1K
75K $5.03M
DIS
Walt Disney CO

Communication Services
205
+ 0.38%
$112.25 - $124.0 $23K - $25.4K
53.9K $6.17M
Activity Summary
Buys All Purchases 38 New Holdings 4 Increased Positions 34 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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