Bell & Brown Wealth Advisors, LLC Reduced Holdings in Q2 2024

Bell & Brown Wealth Advisors, LLC

  • $245 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
WSM
Williams Sonoma Inc

Consumer Cyclical
-2.09K
- 10.87%
$279.2 - $321.33 $582K - $670K
17.1K $4.83M
VLO
Valero Energy Corp

Energy
-316
- 0.78%
$148.38 - $183.39 $46.9K - $58K
40.5K $6.34M
TGT
Target Corp

Consumer Defensive
-179
- 1.07%
$141.16 - $177.82 $25.3K - $31.8K
16.6K $2.46M
CE
Celanese Corp

Basic Materials
-165
- 1.76%
$134.4 - $171.27 $22.2K - $28.3K
9.2K $1.24M
LOW
Lowes Companies Inc

Consumer Cyclical
-245
- 4.29%
$214.27 - $249.28 $52.5K - $61.1K
5.47K $1.21M
INTC
Intel Corp

Technology
-1K
- 8.64%
$29.85 - $44.52 $29.9K - $44.6K
10.6K $327K
OXY
Occidental Petroleum Corp

Energy
-1.18K
- 2.61%
$59.48 - $69.26 $70.4K - $82K
44.1K $2.78M
DFS
Discover Financial Services

Financial Services
-810
- 4.29%
$119.57 - $130.81 $96.9K - $106K
18.1K $2.36M
GE
General Electric CO

Industrials
-77
- 1.94%
$136.47 - $175.36 $10.5K - $13.5K
3.88K $617K
AXP
American Express CO

Financial Services
-389
- 2.57%
$217.5 - $243.08 $84.6K - $94.6K
14.8K $3.42M
GLD
Spdr Gold Trust

ETFs
-65
- 0.44%
$207.82 - $224.56 $13.5K - $14.6K
14.7K $3.16M
AMGN
Amgen Inc

Healthcare
-226
- 2.26%
$262.75 - $319.31 $59.4K - $72.2K
9.79K $3.06M
TK
Teekay Corp

Energy
-3.75K
- 1.94%
$7.06 - $9.92 $26.4K - $37.2K
189K $1.7M
WMT
Walmart Inc.

Consumer Defensive
-277
- 0.5%
$58.85 - $68.9 $16.3K - $19.1K
55.2K $3.73M
QCOM
Qualcomm Inc

Technology
-171
- 0.38%
$157.63 - $227.09 $27K - $38.8K
44.3K $8.82M
LLY
Eli Lilly & CO

Healthcare
-282
- 1.83%
$724.87 - $909.04 $204K - $256K
15.1K $13.7M
AVGO
Broadcom Inc.

Technology
-241
- 2.87%
$1204.71 - $1828.87 $290K - $441K
8.15K $13.1M
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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