Bell Investment Advisors, Inc Incresed Positions in Q3 2025

Bell Investment Advisors, Inc

  • $603 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
28.2K
+ 7.3%
$85.01 - $90.35 $2.4M - $2.55M
415K $37.1M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
46.8K
+ 4.9%
$45.72 - $47.27 $2.14M - $2.21M
1M $47M
GBIL
Goldman Sachs Access Treasury

ETFs
23.1K
+ 3.99%
$99.82 - $100.23 $2.31M - $2.32M
603K $60.5M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
66.1K
+ 3.63%
$24.08 - $24.5 $1.59M - $1.62M
1.89M $45.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.35K
+ 1.66%
$182.33 - $194.5 $245K - $262K
82.2K $16M
VTV
Vanguard Value ETF

ETFs
1.09K
+ 1.09%
$175.51 - $186.57 $192K - $204K
101K $18.9M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
1.82K
+ 1.88%
$67.52 - $76.75 $123K - $140K
98.7K $7.39M
WTW
Willis Towers Watson PLC

Financial Services
1.7K
+ 2932.76%
$301.83 - $345.45 $513K - $588K
1.76K $607K
SCHC
Schwab Strategic Tr Intl Small

ETFs
2K
+ 1.95%
$42.28 - $45.71 $84.5K - $91.4K
105K $4.76M
IEMG
Ishares Inc

ETFs
7.27K
+ 5.0%
N/A
153K $8.19M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
5.59K
+ 8.79%
$32.53 - $35.69 $182K - $200K
69.2K $2.46M
CMF
Ishares California Muni Bond E

ETFs
5.82K
+ 30.98%
$55.16 - $57.13 $321K - $332K
24.6K $1.4M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.03K
+ 1.4%
$41.43 - $44.2 $126K - $134K
220K $9.71M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.83K
+ 1.75%
$72.01 - $74.44 $204K - $210K
164K $12.1M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
7.05K
+ 3.59%
$32.65 - $34.4 $230K - $243K
203K $6.81M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
802
+ 0.23%
$26.38 - $27.95 $21.2K - $22.4K
351K $9.58M
IVV
Ishares Core S&P 500 ETF

ETFs
367
+ 162.39%
$620.67 - $670.08 $228K - $246K
593 $396K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.1%
$567.77 - $614.76 $2.27K - $2.46K
4.1K $2.51M
RTX
Raytheon Technologies Corp

Industrials
9
+ 0.13%
$144.19 - $167.33 $1.3K - $1.51K
7.14K $1.19M
VEA
Vanguard Ftse Developed Market

ETFs
1.23K
+ 6.28%
$56.02 - $60.3 $69.1K - $74.4K
20.9K $1.25M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
5.14K
+ 16.64%
$23.9 - $24.45 $123K - $126K
36K $874K
TRGP
Targa Resources Corp.

Energy
747
+ 1464.71%
$160.52 - $174.4 $120K - $130K
798 $133K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.29K
+ 62.76%
$48.5 - $50.19 $111K - $115K
5.94K $297K
CVX
Chevron Corp

Energy
178
+ 2.45%
$145.57 - $161.83 $25.9K - $28.8K
7.44K $1.16M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
1.54K
+ 9.36%
$44.58 - $48.01 $68.6K - $73.8K
18K $860K
VV
Vanguard Large Cap ETF

ETFs
4
+ 0.09%
$285.05 - $309.14 $1.14K - $1.24K
4.54K $1.4M
AVGO
Broadcom Inc.

Technology
30
+ 1.87%
$264.74 - $369.57 $7.94K - $11.1K
1.64K $540K
VGLT
Vanguard Long Term Treasury Et

ETFs
277
+ 0.26%
$54.21 - $57.41 $15K - $15.9K
109K $6.19M
VTI
Vanguard Total Stock Market Et

ETFs
210
+ 19.27%
$303.93 - $329.86 $63.8K - $69.3K
1.3K $426K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
767
+ 3.58%
$102.4 - $103.88 $78.5K - $79.7K
22.2K $2.29M
BND
Vanguard Bd Index Fd Inc Total

ETFs
843
+ 4.27%
$72.57 - $74.72 $61.2K - $63K
20.6K $1.53M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
582
+ 8.79%
$49.43 - $54.52 $28.8K - $31.7K
7.2K $390K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
853
+ 77.9%
$62.09 - $66.51 $53K - $56.7K
1.95K $127K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
381
+ 165.65%
$132.9 - $142.03 $50.6K - $54.1K
611 $86K
SLV
I Shares Silver Trust

ETFs
291
+ 6.64%
$32.73 - $42.5 $9.52K - $12.4K
4.68K $198K
JPM
Jpmorgan Chase & CO

Financial Services
8
+ 0.4%
$282.78 - $316.06 $2.26K - $2.53K
1.99K $626K
BK
Bank Of New York Mellon Corp

Financial Services
5
+ 0.2%
$90.65 - $109.75 $453 - $549
2.56K $278K
VLUE
Ishares Msci Usa Value Factor

ETFs
19
+ 0.52%
$111.55 - $125.05 $2.12K - $2.38K
3.66K $458K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
426
+ 19.89%
$68.24 - $73.73 $29.1K - $31.4K
2.57K $188K
VBR
Vanguard Small Cap Value ETF

ETFs
52
+ 2.48%
$195.41 - $212.37 $10.2K - $11K
2.15K $449K
HOOD
Robinhood Markets, Inc.

Technology
15
+ 2.53%
$91.27 - $143.18 $1.37K - $2.15K
607 $86K
MGK
Vanguard Mega Cap Growth ETF

ETFs
68
+ 136.0%
$362.31 - $405.74 $24.6K - $27.6K
118 $47K
CUZ
Cousins Properties Inc

Real Estate
965
+ 2539.47%
$26.53 - $29.82 $25.6K - $28.8K
1K $29K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
47
+ 19.67%
$224.68 - $282.71 $10.6K - $13.3K
286 $79K
HIW
Highwoods Properties, Inc.

Real Estate
774
+ 921.43%
$28.32 - $32.39 $21.9K - $25.1K
858 $27K
HD
Home Depot, Inc.

Consumer Cyclical
19
+ 4.42%
$357.4 - $423.42 $6.79K - $8.04K
449 $181K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
50
+ 1.23%
$79.76 - $85.78 $3.99K - $4.29K
4.13K $349K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4
+ 0.17%
$110.74 - $122.12 $443 - $488
2.33K $282K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
455
+ 284.38%
$42.9 - $46.83 $19.5K - $21.3K
615 $26K
Activity Summary
Buys All Purchases 408 New Holdings 99 Increased Positions 309 Sells All Sells 737 Reductions 737 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