Bell Investment Advisors, Inc New Holdings in Q3 2025

Bell Investment Advisors, Inc

  • $603 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
765
New
$82.38 - $83.0 $63K - $63.5K
765 $63K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
410
New
$117.65 - $120.08 $48.2K - $49.2K
410 $48K
IXUS
Ishares Tr

ETFs
380
New
$76.35 - $82.58 $29K - $31.4K
380 $31K
SLGN
Silgan Holdings Inc

Consumer Cyclical
511
New
$41.5 - $56.76 $21.2K - $29K
511 $21K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
203
New
$68.94 - $86.3 $14K - $17.5K
203 $17K
FSMD
Fidelity Covington Tr Small Mi

ETFs
150
New
$41.29 - $44.71 $6.19K - $6.71K
150 $6K
PRO
Pros Holdings, Inc.

Technology
200
New
$14.1 - $23.02 $2.82K - $4.6K
200 $4K
EURN
Euronav Nv

Energy
293
New
N/A
293 $4K
VECO
Veeco Instruments Inc

Technology
119
New
$19.94 - $30.43 $2.37K - $3.62K
119 $3K
VOT
Vanguard Mid Cap Growth Index

ETFs
8
New
$282.75 - $294.19 $2.26K - $2.35K
8 $2K
QBTS
D Wave Quantum Inc.

Technology
100
New
$14.81 - $27.72 $1.48K - $2.77K
100 $2K
FDLO
Fidelity Covington Tr Low Vola

ETFs
39
New
$62.44 - $65.87 $2.44K - $2.57K
39 $2K
MRUS
Merus N.V.

Healthcare
25
New
$52.33 - $94.15 $1.31K - $2.35K
25 $2K
AQST
Aquestive Therapeutics, Inc.

Healthcare
500
New
$3.4 - $5.99 $1.7K - $3K
500 $2K
HCM
Hutchmed (China) LTD

Healthcare
129
New
$14.83 - $19.21 $1.91K - $2.48K
129 $2K
IREN
Iris Energy LTD

Financial Services
29
New
$15.1 - $47.14 $438 - $1.37K
29 $1K
HP
Helmerich & Payne, Inc.

Energy
61
New
$15.35 - $22.65 $936 - $1.38K
61 $1K
DRD
Drdgold LTD

Basic Materials
61
New
$13.32 - $28.41 $813 - $1.73K
61 $1K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
26
New
$69.02 - $73.57 $1.79K - $1.91K
26 $1K
SBSW
Sibanye Stillwater LTD

Basic Materials
107
New
$7.27 - $11.24 $778 - $1.2K
107 $1K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
28
New
$47.56 - $49.7 $1.33K - $1.39K
28 $1K
TRMD
Torm PLC

Energy
60
New
$16.71 - $23.4 $1K - $1.4K
60 $1K
LPI
Laredo Petroleum, Inc.

Energy
34
New
N/A
34 $1K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
13
New
$35.21 - $46.94 $458 - $610
13 $0
Mind Technology Inc
55
New
N/A
55 $0
Microalgo Inc
91
New
N/A
91 $0
Unusual Machs Inc
100
New
N/A
100 $0
MGTX
Meira G Tx Holdings PLC

Healthcare
100
New
$6.4 - $8.89 $640 - $889
100 $0
Luminar Technologies Inc
258
New
N/A
258 $0
Vanguard Ny Tax Free Fds
4.62K
New
N/A
4.62K $0
Lucid Group Inc
120
New
N/A
120 $0
LFST
Life Stance Health Group, Inc.

Healthcare
97
New
$3.79 - $5.63 $368 - $546
97 $0
Viper Energy Inc
20
New
N/A
20 $0
James Hardie Inds PLC
155
New
N/A
155 $0
WD
Walker & Dunlop, Inc.

Financial Services
6
New
$72.06 - $87.6 $432 - $526
6 $0
Webull Corp
64
New
N/A
64 $0
WB
Weibo Corp

Communication Services
43
New
$9.5 - $12.76 $409 - $549
43 $0
YALA
Yalla Group LTD

Technology
63
New
$6.72 - $9.08 $423 - $572
63 $0
NBR
Nabors Industries LTD

Energy
16
New
$29.58 - $42.5 $473 - $680
16 $0
NHC
National Healthcare Corp

Healthcare
5
New
$94.48 - $126.41 $472 - $632
5 $0
Southstate Bk Corp
44
New
N/A
44 $0
RNW
Re New Energy Global PLC

Utilities
65
New
$6.81 - $7.85 $443 - $510
65 $0
Ramaco Res Inc
20
New
N/A
20 $0
MCVT
Mill City Ventures Iii, LTD

Financial Services
81
New
$1.76 - $7.45 $143 - $603
81 $0
Psq Holdings Inc
301
New
N/A
301 $0
PB
Prosperity Bancshares Inc

Financial Services
8
New
$65.12 - $74.71 $521 - $598
8 $0
TALO
Talos Energy Inc.

Energy
60
New
$7.79 - $10.24 $467 - $614
60 $0
TFSL
Tfs Financial Corp

Financial Services
37
New
$12.61 - $14.23 $467 - $527
37 $0
Basel Med Group LTD
248
New
N/A
248 $0
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
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