Bell Investment Advisors, Inc Purchases in Q4 2024

Bell Investment Advisors, Inc

  • $533 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
9.3K
+ 1.72%
$99.85 - $100.22 $929K - $932K
551K $55.1M
MBB
Ishares Tr

ETFs
6.29K
New
$91.26 - $95.82 $574K - $603K
6.29K $576K
AAPL
Apple Inc.

Technology
79
+ 0.28%
$221.69 - $259.02 $17.5K - $20.5K
28K $7.02M
SCHX
Schwab Strategic Tr Us Large C

ETFs
651K
+ 198.5%
$22.4 - $68.28 $14.6M - $44.5M
980K $22.7M
FNDA
Schwab Fundamental U S Small C

ETFs
374K
+ 104.09%
$29.26 - $59.11 $11M - $22.1M
734K $21.8M
SPTL
Spdr Portfolio Long Term Treas

ETFs
13.5K
New
$26.05 - $29.17 $351K - $393K
13.5K $352K
TSLA
Tesla, Inc.

Consumer Cyclical
30
+ 1.3%
$213.65 - $479.86 $6.41K - $14.4K
2.34K $944K
CMF
Ishares California Muni Bond E

ETFs
4.85K
+ 8.18%
$56.66 - $58.1 $275K - $282K
64.2K $3.68M
GOOGL
Alphabet Inc.

Communication Services
48
+ 0.52%
$161.86 - $196.66 $7.77K - $9.44K
9.28K $1.76M
VTI
Vanguard Total Stock Market Et

ETFs
621
+ 42.89%
$280.04 - $302.45 $174K - $188K
2.07K $599K
IEMG
Ishares Inc

ETFs
3.02K
+ 2.35%
N/A
132K $7.07M
AMZN
Amazon Com Inc

Consumer Cyclical
63
+ 1.88%
$180.88 - $232.93 $11.4K - $14.7K
3.42K $750K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
2.01K
+ 2.38%
$67.57 - $76.22 $136K - $153K
86.7K $5.99M
SPY
Spdr S&P 500 ETF Trust

ETFs
152
+ 6.68%
$567.81 - $607.81 $86.3K - $92.4K
2.43K $1.42M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
17.7K
+ 11.82%
$27.8 - $30.33 $491K - $536K
167K $4.66M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.24K
+ 6.39%
$100.24 - $101.35 $124K - $125K
20.6K $2.07M
SCHA
Schwab Strategic Tr Us Small C

ETFs
130K
+ 102.0%
$25.33 - $51.16 $3.3M - $6.67M
258K $6.68M
VUG
Vanguard Growth ETF

ETFs
204
+ 53.26%
$378.79 - $428.11 $77.3K - $87.3K
587 $240K
VEA
Vanguard Ftse Developed Market

ETFs
3.6K
+ 21.91%
$47.57 - $52.44 $171K - $189K
20K $957K
AVGO
Broadcom Inc.

Technology
12
+ 0.85%
$159.67 - $250.0 $1.92K - $3K
1.43K $330K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.01K
+ 10.34%
$71.75 - $75.11 $144K - $151K
21.5K $1.54M
V
Visa Inc.

Financial Services
95
+ 8.95%
$273.87 - $320.91 $26K - $30.5K
1.16K $365K
VB
Vanguard Small Cap ETF

ETFs
232
+ 3.89%
$233.76 - $261.58 $54.2K - $60.7K
6.19K $1.49M
JPM
Jpmorgan Chase & CO

Financial Services
52
+ 3.15%
$205.18 - $250.29 $10.7K - $13K
1.7K $408K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
324
+ 4.9%
$124.61 - $133.96 $40.4K - $43.4K
6.94K $894K
APP
App Lovin Corp

Technology
1
+ 0.34%
$130.67 - $401.5 $131 - $402
299 $96K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
31.4K
+ 202.32%
$22.01 - $66.82 $691K - $2.1M
46.9K $1.06M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.07%
$481.22 - $538.17 $481 - $538
1.36K $695K
CRM
Salesforce, Inc.

Technology
1
+ 0.22%
$270.87 - $367.87 $271 - $368
460 $153K
VV
Vanguard Large Cap ETF

ETFs
11
+ 0.31%
$260.27 - $280.65 $2.86K - $3.09K
3.56K $959K
HON
Honeywell International Inc

Industrials
72
+ 18.14%
$202.84 - $236.0 $14.6K - $17K
469 $105K
UAL
United Airlines Holdings, Inc.

Industrials
135
+ 60.27%
$55.62 - $102.44 $7.51K - $13.8K
359 $34K
XLK
Technology Sector Spdr

ETFs
60
+ 4.92%
$220.26 - $241.44 $13.2K - $14.5K
1.28K $297K
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 14.39%
$873.59 - $994.69 $16.6K - $18.9K
151 $138K
MAR
Marriott International Inc

Consumer Cyclical
55
+ 112.24%
$246.06 - $292.59 $13.5K - $16.1K
104 $29K
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.87K
+ 305.2%
$25.93 - $105.3 $152K - $618K
7.8K $217K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
403
+ 38.64%
$55.45 - $61.08 $22.3K - $24.6K
1.45K $80K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.14%
$170.03 - $192.78 $340 - $386
1.46K $269K
SPOT
Spotify Technology S.A.

Communication Services
3
+ 1.71%
$362.95 - $502.38 $1.09K - $1.51K
178 $79K
BK
Bank Of New York Mellon Corp

Financial Services
6
+ 0.24%
$70.82 - $81.87 $425 - $491
2.55K $195K
CHK
Chesapeake Energy Corp

Energy
137
+ 472.41%
$81.46 - $87.57 $11.2K - $12K
166 $14K
LYB
Lyondell Basell Industries N.V.

Basic Materials
169
+ 225.33%
$72.97 - $96.75 $12.3K - $16.4K
244 $18K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5
+ 0.22%
$89.97 - $98.59 $450 - $493
2.32K $220K
WU
Western Union CO

Financial Services
1.04K
+ 291.04%
$10.52 - $11.94 $10.9K - $12.4K
1.4K $14K
RE
Everest Re Group LTD

Financial Services
28
+ 254.55%
N/A
39 $14K
AXP
American Express CO

Financial Services
4
+ 1.08%
$267.35 - $305.57 $1.07K - $1.22K
373 $110K
COIN
Coinbase Global, Inc.

Technology
10
+ 11.9%
$163.17 - $343.62 $1.63K - $3.44K
94 $23K
HOOD
Robinhood Markets, Inc.

Technology
15
+ 2.71%
$22.33 - $43.2 $335 - $648
569 $21K
APH
Amphenol Corp

Technology
104
+ 23.21%
$62.07 - $75.35 $6.46K - $7.84K
552 $38K
Activity Summary
Buys All Purchases 611 New Holdings 104 Increased Positions 507 Sells All Sells 587 Reductions 587 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bell Investment Advisors, Inc Portfolio

Follow Bell Investment Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bell Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bell Investment Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email