Bell & Brown Wealth Advisors, LLC Incresed Positions in Q2 2024

Bell & Brown Wealth Advisors, LLC

  • $245 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.93K
+ 3.22%
$165.0 - $216.67 $319K - $419K
61.9K $13M
GOOGL
Alphabet Inc.

Communication Services
161
+ 0.27%
$150.53 - $185.41 $24.2K - $29.9K
59.2K $10.8M
WFC
Wells Fargo & Company

Financial Services
20.9K
+ 29.18%
$56.41 - $62.34 $1.18M - $1.31M
92.7K $5.51M
MSFT
Microsoft Corp

Technology
1.12K
+ 7.24%
$389.33 - $452.85 $436K - $508K
16.6K $7.42M
COST
Costco Wholesale Corp

Consumer Defensive
168
+ 2.63%
$704.88 - $870.75 $118K - $146K
6.55K $5.57M
META
Meta Platforms, Inc.

Communication Services
807
+ 4.69%
$430.17 - $527.34 $347K - $426K
18K $9.09M
GS
Goldman Sachs Group Inc

Financial Services
491
+ 3.55%
$389.49 - $470.41 $191K - $231K
14.3K $6.48M
NVDA
Nvidia Corp

Technology
8.19K
+ 1497.81%
$118.11 - $1224.4 $968K - $10M
8.74K $1.08M
AMZN
Amazon Com Inc

Consumer Cyclical
383
+ 1.0%
$173.67 - $197.85 $66.5K - $75.8K
38.5K $7.45M
TSLA
Tesla, Inc.

Consumer Cyclical
1.38K
+ 10.73%
$142.05 - $197.88 $196K - $273K
14.2K $2.82M
KO
Coca Cola CO

Consumer Defensive
3.02K
+ 7.79%
$58.06 - $64.15 $175K - $194K
41.8K $2.66M
KMB
Kimberly Clark Corp

Consumer Defensive
1.16K
+ 8.28%
$123.89 - $141.67 $144K - $165K
15.2K $2.1M
JPM
Jpmorgan Chase & CO

Financial Services
907
+ 2.75%
$180.08 - $204.79 $163K - $186K
33.9K $6.85M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.24K
+ 3.78%
$72.5 - $82.16 $90K - $102K
34.1K $2.75M
FDX
Fedex Corp

Industrials
80
+ 0.41%
$245.11 - $299.84 $19.6K - $24K
19.7K $5.91M
CVX
Chevron Corp

Energy
1.29K
+ 5.14%
$152.57 - $166.33 $196K - $214K
26.3K $4.12M
PG
Procter & Gamble CO

Consumer Defensive
597
+ 3.73%
$155.33 - $168.56 $92.7K - $101K
16.6K $2.74M
PEP
Pepsico Inc

Consumer Defensive
1.77K
+ 11.27%
$163.33 - $183.11 $289K - $324K
17.5K $2.88M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$151.94 - $186.86 $152 - $187
4.1K $751K
NFLX
Netflix Inc

Communication Services
2
+ 0.14%
$550.64 - $686.12 $1.1K - $1.37K
1.43K $965K
XOM
Exxon Mobil Corp

Energy
1.54K
+ 2.15%
$108.36 - $122.2 $167K - $189K
73.3K $8.44M
RTX
Raytheon Technologies Corp

Industrials
118
+ 0.45%
$97.55 - $108.44 $11.5K - $12.8K
26.2K $2.63M
C
Citigroup Inc

Financial Services
1.21K
+ 4.71%
$57.02 - $64.74 $68.8K - $78.1K
26.9K $1.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
999
+ 2.8%
$68.82 - $88.54 $68.8K - $88.5K
36.7K $2.64M
V
Visa Inc.

Financial Services
250
+ 30.71%
$262.47 - $281.5 $65.6K - $70.4K
1.06K $279K
IBRX
Immunity Bio, Inc.

Healthcare
100
+ 0.29%
$4.82 - $9.15 $482 - $915
34.4K $217K
MS
Morgan Stanley

Financial Services
27
+ 0.61%
$86.19 - $101.53 $2.33K - $2.74K
4.43K $430K
VZ
Verizon Communications Inc

Communication Services
251
+ 5.18%
$38.6 - $42.84 $9.69K - $10.8K
5.09K $210K
NOC
Northrop Grumman Corp

Industrials
1
+ 0.21%
$423.42 - $488.06 $423 - $488
488 $212K
NUE
Nucor Corp

Basic Materials
152
+ 13.18%
$151.48 - $200.97 $23K - $30.5K
1.31K $206K
MCD
Mcdonalds Corp

Consumer Cyclical
890
+ 9.64%
$249.37 - $280.22 $222K - $249K
10.1K $2.58M
HD
Home Depot, Inc.

Consumer Cyclical
694
+ 8.3%
$325.1 - $368.03 $226K - $255K
9.06K $3.12M
DOW
Dow Inc.

Basic Materials
1.9K
+ 4.65%
$52.96 - $59.99 $101K - $114K
42.8K $2.27M
CTVA
Corteva, Inc.

Basic Materials
113
+ 0.36%
$51.18 - $57.83 $5.78K - $6.53K
31.7K $1.71M
MRK
Merck & Co., Inc.

Healthcare
1.32K
+ 3.35%
$123.8 - $132.96 $164K - $176K
40.8K $5.05M
BA
Boeing CO

Industrials
614
+ 1.69%
$164.33 - $191.42 $101K - $118K
37K $6.73M
BMY
Bristol Myers Squibb CO

Healthcare
3.63K
+ 9.92%
$40.25 - $52.99 $146K - $192K
40.2K $1.67M
SBUX
Starbucks Corp

Consumer Cyclical
3.45K
+ 7.97%
$72.5 - $91.53 $250K - $316K
46.7K $3.63M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
360
+ 6.2%
$295.25 - $385.2 $106K - $139K
6.16K $1.84M
NKE
Nike, Inc.

Consumer Cyclical
1.04K
+ 3.74%
$75.37 - $97.18 $78.7K - $101K
28.9K $2.18M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.1K
+ 1.58%
$58.03 - $67.92 $63.7K - $74.6K
70.7K $4.1M
DIS
Walt Disney CO

Communication Services
1.43K
+ 2.88%
$99.29 - $122.82 $142K - $176K
51.3K $5.09M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
844
+ 6.8%
$376.14 - $529.01 $317K - $446K
13.3K $5.11M
Activity Summary
Buys All Purchases 48 New Holdings 4 Increased Positions 44 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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