Bell Investment Advisors, Inc Reduced Holdings in Q4 2024

Bell Investment Advisors, Inc

  • $533 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGLT
Vanguard Long Term Treasury Et

ETFs
-21.8K
- 14.28%
$55.1 - $61.74 $1.2M - $1.35M
131K $7.25M
VTV
Vanguard Value ETF

ETFs
-473
- 0.48%
$168.32 - $181.87 $79.6K - $86K
97.5K $16.5M
AOR
Ishares Tr Core Growth Allocat

ETFs
-3.69K
- 2.7%
$57.32 - $59.66 $212K - $220K
133K $7.62M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.39K
- 0.91%
$69.58 - $74.87 $97K - $104K
152K $10.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-6.92K
- 59.88%
$50.35 - $50.69 $348K - $351K
4.64K $233K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.07K
- 1.38%
$176.42 - $186.91 $189K - $201K
76.9K $13.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-3.09K
- 3.09%
$201.32 - $217.44 $622K - $672K
96.8K $20M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.16K
- 6.03%
$70.1 - $76.53 $81K - $88.4K
18K $1.27M
ELV
Elevance Health, Inc.

Healthcare
-75
- 7.29%
$365.96 - $514.62 $27.4K - $38.6K
954 $352K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-1.14K
- 2.1%
$26.65 - $29.34 $30.3K - $33.3K
53K $1.44M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-64
- 0.17%
$88.59 - $94.57 $5.67K - $6.05K
38.4K $3.41M
MSFT
Microsoft Corp

Technology
-150
- 3.42%
$406.35 - $454.46 $61K - $68.2K
4.24K $1.79M
TGT
Target Corp

Consumer Defensive
-596
- 78.22%
$121.59 - $160.69 $72.5K - $95.8K
166 $22K
CARR
Carrier Global Corp

Industrials
-30
- 0.44%
$66.69 - $82.65 $2K - $2.48K
6.8K $464K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-940
- 1.79%
$21.43 - $22.55 $20.1K - $21.2K
51.7K $1.11M
VIG
Vanguard Dividend Appreciation

ETFs
-370
- 1.93%
N/A
18.8K $3.43M
A
Agilent Technologies, Inc.

Healthcare
-9
- 0.21%
$125.69 - $146.56 $1.13K - $1.32K
4.22K $567K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-967
- 11.58%
$49.79 - $51.14 $48.1K - $49.5K
7.38K $370K
MRK
Merck & Co., Inc.

Healthcare
-146
- 5.27%
$96.31 - $114.76 $14.1K - $16.8K
2.62K $260K
MUB
Ishares National Muni Bond ETF

ETFs
-426
- 10.63%
$105.78 - $108.7 $45.1K - $46.3K
3.58K $381K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-25
- 6.28%
$501.29 - $612.85 $12.5K - $15.3K
373 $194K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-877
- 1.81%
$40.15 - $42.9 $35.2K - $37.6K
47.6K $1.92M
XOM
Exxon Mobil Corp

Energy
-106
- 2.81%
$105.51 - $125.37 $11.2K - $13.3K
3.67K $394K
OTIS
Otis Worldwide Corp

Industrials
-51
- 1.42%
$92.57 - $106.01 $4.72K - $5.41K
3.54K $327K
RTX
Raytheon Technologies Corp

Industrials
-55
- 0.77%
$114.45 - $127.21 $6.29K - $7K
7.08K $819K
LLY
Eli Lilly & CO

Healthcare
-9
- 2.78%
$727.2 - $932.06 $6.54K - $8.39K
315 $243K
SPGI
S&P Global Inc.

Financial Services
-61
- 8.94%
$480.36 - $529.17 $29.3K - $32.3K
621 $309K
ABBV
Abb Vie Inc.

Healthcare
-8
- 0.39%
$164.99 - $203.87 $1.32K - $1.63K
2.06K $366K
PFE
Pfizer Inc

Healthcare
-1.14K
- 26.51%
$24.8 - $30.19 $28.1K - $34.3K
3.15K $83K
CVX
Chevron Corp

Energy
-219
- 10.47%
$141.15 - $162.53 $30.9K - $35.6K
1.87K $271K
PLD
Prologis, Inc.

Real Estate
-161
- 20.88%
$101.4 - $126.96 $16.3K - $20.4K
610 $64K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-277
- 11.04%
$58.88 - $64.8 $16.3K - $17.9K
2.23K $131K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-853
- 2.7%
$41.09 - $45.94 $35K - $39.2K
30.7K $1.29M
DHR
Danaher Corp

Healthcare
-43
- 12.65%
$226.16 - $274.52 $9.72K - $11.8K
297 $68K
QCOM
Qualcomm Inc

Technology
-7
- 0.48%
$150.4 - $178.04 $1.05K - $1.25K
1.44K $220K
EXPD
Expeditors International Of Washington Inc

Industrials
-8
- 0.69%
$110.5 - $128.26 $884 - $1.03K
1.16K $128K
VSH
Vishay Intertechnology Inc

Technology
-1.29K
- 90.97%
$15.17 - $19.41 $19.6K - $25K
128 $2K
PG
Procter & Gamble CO

Consumer Defensive
-33
- 1.08%
$161.05 - $179.7 $5.31K - $5.93K
3.02K $505K
ADBE
Adobe Inc.

Technology
-5
- 1.85%
$437.39 - $552.96 $2.19K - $2.76K
265 $117K
MDT
Medtronic PLC

Healthcare
-184
- 26.71%
$79.61 - $92.24 $14.6K - $17K
505 $40K
GE
General Electric CO

Industrials
-20
- 2.54%
$159.95 - $194.23 $3.2K - $3.88K
766 $127K
SO
Southern CO

Utilities
-206
- 44.4%
$81.5 - $94.15 $16.8K - $19.4K
258 $21K
VZ
Verizon Communications Inc

Communication Services
-202
- 10.05%
$39.6 - $45.21 $8K - $9.13K
1.81K $72K
PEP
Pepsico Inc

Consumer Defensive
-75
- 20.27%
$151.29 - $176.1 $11.3K - $13.2K
295 $44K
AMGN
Amgen Inc

Healthcare
-3
- 1.06%
$258.78 - $328.31 $776 - $985
281 $73K
INTC
Intel Corp

Technology
-363
- 12.38%
$19.07 - $26.23 $6.92K - $9.52K
2.57K $51K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-7
- 18.42%
$701.85 - $1046.91 $4.91K - $7.33K
31 $22K
ZTS
Zoetis Inc.

Healthcare
-22
- 5.0%
$162.24 - $194.42 $3.57K - $4.28K
418 $68K
CNC
Centene Corp

Healthcare
-180
- 49.86%
$56.71 - $73.94 $10.2K - $13.3K
181 $10K
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
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