Bell & Brown Wealth Advisors, LLC Portfolio Holdings
Bell & Brown Wealth Advisors, LLC
- $303 Million
- Q3 2025
Bell & Brown Wealth Advisors, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $303 Million distributed in 72 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $20.3M, Apple Inc. with a value of $15.9M, Alphabet Inc. with a value of $13.9M, Meta Platforms, Inc. with a value of $12.3M, and Goldman Sachs Group Inc with a value of $11M.
Examining the 13F form we can see an increase of $25.4M in the current position value, from $278M to 303M.
Below you can find more details about Bell & Brown Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$303 Million
Technology: $66.3 Million
Consumer Cyclical: $51.6 Million
Financial Services: $48 Million
Communication Services: $35 Million
Energy: $27.9 Million
Consumer Defensive: $24.4 Million
Healthcare: $19.1 Million
Industrials: $18.6 Million
Other: $12.1 Million