Bell Investment Advisors, Inc Reduced Holdings in Q3 2025

Bell Investment Advisors, Inc

  • $603 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-18.5K
- 92.98%
$23.54 - $23.97 $436K - $444K
1.4K $33K
FNDC
Schwab Fundamental Intl Small

ETFs
-13.8K
- 7.69%
$41.81 - $45.21 $579K - $626K
166K $7.39M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-5.88K
- 47.53%
$27.61 - $29.15 $162K - $171K
6.49K $188K
INTU
Intuit Inc

Technology
-10
- 1.07%
$646.03 - $807.39 $6.46K - $8.07K
925 $631K
CARR
Carrier Global Corp

Industrials
-23
- 0.34%
$58.75 - $80.73 $1.35K - $1.86K
6.8K $406K
ELV
Elevance Health, Inc.

Healthcare
-77
- 7.56%
$274.66 - $395.76 $21.1K - $30.5K
942 $304K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-5.36K
- 9.8%
$42.04 - $45.23 $226K - $243K
49.4K $2.23M
FLGB
Franklin Templeton ETF Tr

ETFs
-2.6K
- 50.03%
$30.37 - $32.35 $79K - $84.1K
2.6K $83K
BMY
Bristol Myers Squibb CO

Healthcare
-1.48K
- 80.22%
$43.31 - $48.98 $64.1K - $72.5K
365 $16K
VZ
Verizon Communications Inc

Communication Services
-1.47K
- 44.38%
$40.84 - $45.06 $60.1K - $66.3K
1.85K $81K
PG
Procter & Gamble CO

Consumer Defensive
-250
- 7.06%
$150.47 - $161.22 $37.6K - $40.3K
3.29K $505K
META
Meta Platforms, Inc.

Communication Services
-70
- 5.91%
$695.21 - $791.73 $48.7K - $55.4K
1.12K $818K
AMZN
Amazon Com Inc

Consumer Cyclical
-252
- 6.38%
$211.65 - $238.24 $53.3K - $60K
3.7K $811K
CPA
Copa Holdings, S.A.

Industrials
-465
- 50.88%
$107.44 - $122.34 $50K - $56.9K
449 $53K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-2.64K
- 5.66%
$21.77 - $22.57 $57.4K - $59.5K
43.9K $985K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.65K
- 43.69%
$25.67 - $27.21 $42.2K - $44.8K
2.12K $57K
ISRG
Intuitive Surgical Inc

Healthcare
-50
- 25.91%
$433.66 - $544.47 $21.7K - $27.2K
143 $63K
XLI
Industrial Sector Spdr

ETFs
-269
- 64.98%
$147.94 - $154.99 $39.8K - $41.7K
145 $22K
ACN
Accenture PLC

Technology
-103
- 42.74%
$232.56 - $304.78 $24K - $31.4K
138 $34K
KO
Coca Cola CO

Consumer Defensive
-353
- 11.9%
$65.67 - $71.67 $23.2K - $25.3K
2.61K $173K
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 1.31%
$915.95 - $994.57 $5.5K - $5.97K
451 $417K
V
Visa Inc.

Financial Services
-48
- 3.88%
$332.09 - $358.86 $15.9K - $17.2K
1.19K $406K
SBUX
Starbucks Corp

Consumer Cyclical
-185
- 8.31%
$81.9 - $96.86 $15.2K - $17.9K
2.04K $172K
ADBE
Adobe Inc.

Technology
-60
- 21.98%
$333.65 - $392.1 $20K - $23.5K
213 $75K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-327
- 18.3%
$126.64 - $135.65 $41.4K - $44.4K
1.46K $198K
SPOT
Spotify Technology S.A.

Communication Services
-20
- 10.87%
$620.01 - $738.53 $12.4K - $14.8K
164 $114K
PFE
Pfizer Inc

Healthcare
-1.28K
- 27.61%
$23.29 - $25.88 $29.9K - $33.2K
3.37K $85K
CVS
Cvs Health Corp

Healthcare
-412
- 58.19%
$58.75 - $76.5 $24.2K - $31.5K
296 $22K
ABT
Abbott Laboratories

Healthcare
-154
- 5.57%
$120.51 - $136.62 $18.6K - $21K
2.61K $349K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-37
- 9.79%
$108.8 - $169.61 $4.03K - $6.28K
341 $37K
IT
Gartner Inc

Technology
-25
- 19.38%
$225.98 - $406.7 $5.65K - $10.2K
104 $27K
PM
Philip Morris International Inc.

Consumer Defensive
-106
- 29.61%
$157.77 - $183.27 $16.7K - $19.4K
252 $40K
WMT
Walmart Inc.

Consumer Defensive
-304
- 19.25%
$94.4 - $104.27 $28.7K - $31.7K
1.28K $131K
GFS
Globalfoundries Inc.

Technology
-604
- 96.18%
$31.62 - $41.66 $19.1K - $25.2K
24 $0
T
At&T Inc.

Communication Services
-688
- 13.42%
$26.94 - $29.62 $18.5K - $20.4K
4.44K $125K
BDX
Becton Dickinson & CO

Healthcare
-130
- 83.87%
$172.41 - $199.66 $22.4K - $26K
25 $4K
GWW
W.W. Grainger, Inc.

Industrials
-5
- 2.66%
$932.44 - $1059.49 $4.66K - $5.3K
183 $174K
PDN
Invesco Fd Tr

ETFs
-643
- 27.68%
$38.58 - $41.85 $24.8K - $26.9K
1.68K $69K
TRV
Travelers Companies, Inc.

Financial Services
-91
- 28.35%
$250.62 - $279.43 $22.8K - $25.4K
230 $64K
SYK
Stryker Corp

Healthcare
-7
- 1.12%
$368.57 - $403.53 $2.58K - $2.82K
616 $227K
UPS
United Parcel Service Inc

Industrials
-164
- 71.93%
$82.58 - $105.54 $13.5K - $17.3K
64 $5K
G
Genpact LTD

Technology
-416
- 70.51%
$41.06 - $46.13 $17.1K - $19.2K
174 $7K
BSX
Boston Scientific Corp

Healthcare
-114
- 19.03%
$97.03 - $108.14 $11.1K - $12.3K
485 $47K
CSCO
Cisco Systems, Inc.

Technology
-214
- 9.16%
$66.2 - $71.79 $14.2K - $15.4K
2.12K $145K
PGR
Progressive Corp

Financial Services
-47
- 18.36%
$238.61 - $264.3 $11.2K - $12.4K
209 $51K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-348
- 34.56%
$25.5 - $35.2 $8.87K - $12.2K
659 $16K
NOW
Service Now, Inc.

Technology
-9
- 12.16%
$850.86 - $1044.69 $7.66K - $9.4K
65 $59K
UNH
Unitedhealth Group Inc

Healthcare
-90
- 20.55%
$237.77 - $353.61 $21.4K - $31.8K
348 $120K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-31
- 3.35%
$38.58 - $58.24 $1.2K - $1.81K
895 $35K
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