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
VAL
Valaris LTD

Energy
-61
- 4.89%
$40.92 - $56.38 $2.5K - $3.44K
1.19K $52K
NVO
Novo Nordisk A S

Healthcare
-41
- 11.26%
$85.0 - $120.04 $3.49K - $4.92K
323 $27K
DHI
Horton D R Inc

Consumer Cyclical
-24
- 10.53%
$137.24 - $194.56 $3.29K - $4.67K
204 $28K
AMAT
Applied Materials Inc

Technology
-10
- 2.87%
$161.44 - $213.89 $1.61K - $2.14K
339 $55K
BLDR
Builders First Source, Inc.

Industrials
-7
- 2.69%
$142.93 - $198.25 $1K - $1.39K
253 $36K
VLUE
Ishares Msci Usa Value Factor

ETFs
-17
- 0.49%
$104.01 - $115.38 $1.77K - $1.96K
3.48K $367K
PINS
Pinterest, Inc.

Communication Services
-16
- 0.4%
$28.24 - $34.15 $452 - $546
4.02K $116K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-270
- 1.98%
$23.29 - $23.93 $6.29K - $6.46K
13.3K $313K
HCA
Hca Healthcare, Inc.

Healthcare
-4
- 3.45%
$297.52 - $415.61 $1.19K - $1.66K
112 $33K
AIG
American International Group, Inc.

Financial Services
-183
- 23.67%
$70.0 - $79.22 $12.8K - $14.5K
590 $42K
VBR
Vanguard Small Cap Value ETF

ETFs
-32
- 1.41%
$197.36 - $217.3 $6.32K - $6.95K
2.24K $444K
CVS
Cvs Health Corp

Healthcare
-136
- 39.65%
$43.78 - $67.46 $5.95K - $9.17K
207 $9K
STLA
Stellantis N.V.

Consumer Cyclical
-890
- 92.04%
$12.37 - $13.99 $11K - $12.5K
77 $1K
STZ
Constellation Brands, Inc.

Consumer Defensive
-31
- 20.67%
$219.66 - $257.62 $6.81K - $7.99K
119 $26K
NEE
Nextera Energy Inc

Utilities
-30
- 4.39%
$69.77 - $85.43 $2.09K - $2.56K
654 $46K
CHRD
Oasis Petroleum Inc.

Energy
-75
- 49.67%
$110.83 - $137.78 $8.31K - $10.3K
76 $8K
ADI
Analog Devices Inc

Technology
-23
- 6.35%
$206.35 - $236.48 $4.75K - $5.44K
339 $72K
CI
Cigna Corp

Healthcare
-11
- 9.82%
$265.59 - $358.58 $2.92K - $3.94K
101 $27K
PHM
Pultegroup Inc

Consumer Cyclical
-29
- 12.39%
$108.86 - $149.04 $3.16K - $4.32K
205 $22K
PFG
Principal Financial Group Inc

Financial Services
-84
- 19.0%
$74.91 - $91.26 $6.29K - $7.67K
358 $27K
PPG
Ppg Industries Inc

Basic Materials
-55
- 17.92%
$119.09 - $131.37 $6.55K - $7.23K
252 $30K
CRBG
Corebridge Financial, Inc.

Financial Services
-354
- 36.12%
$28.28 - $33.37 $10K - $11.8K
626 $18K
LEN
Lennar Corp

Consumer Cyclical
-13
- 8.55%
$136.2 - $188.96 $1.77K - $2.46K
139 $18K
PSX
Phillips 66

Energy
-33
- 10.03%
$110.35 - $138.93 $3.64K - $4.58K
296 $33K
JXN
Jackson Financial Inc.

Financial Services
-92
- 25.0%
$84.91 - $113.74 $7.81K - $10.5K
276 $24K
MHO
M/I Homes, Inc.

Consumer Cyclical
-30
- 25.64%
$132.44 - $174.81 $3.97K - $5.24K
87 $11K
HAS
Hasbro, Inc.

Consumer Cyclical
-64
- 21.99%
$55.71 - $72.94 $3.57K - $4.67K
227 $12K
HMC
Honda Motor CO LTD

Consumer Cyclical
-271
- 55.08%
$23.7 - $32.62 $6.42K - $8.84K
221 $6K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-42
- 11.17%
$59.25 - $72.99 $2.49K - $3.07K
334 $19K
OGN
Organon & Co.

Healthcare
-130
- 10.25%
$14.44 - $18.83 $1.88K - $2.45K
1.14K $16K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
-364
- 71.65%
$15.45 - $19.82 $5.62K - $7.21K
144 $2K
META
Meta Platforms, Inc.

Communication Services
-35
- 4.64%
$554.08 - $632.68 $19.4K - $22.1K
720 $424K
AFL
Aflac Inc

Financial Services
-19
- 3.03%
$100.37 - $115.27 $1.91K - $2.19K
608 $62K
MPC
Marathon Petroleum Corp

Energy
-37
- 24.34%
$131.65 - $174.84 $4.87K - $6.47K
115 $16K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-3
- 2.5%
$396.64 - $516.74 $1.19K - $1.55K
117 $47K
ACN
Accenture PLC

Technology
-21
- 8.2%
$343.9 - $376.86 $7.22K - $7.91K
235 $82K
O
Realty Income Corp

Real Estate
-46
- 9.02%
$51.76 - $64.71 $2.38K - $2.98K
464 $24K
AES
Aes Corp

Utilities
-137
- 15.31%
$12.44 - $20.24 $1.7K - $2.77K
758 $9K
XLV
Select Sector Spdr Fund Health

ETFs
-41
- 29.71%
$136.28 - $154.74 $5.59K - $6.34K
97 $13K
BIIB
Biogen Inc.

Healthcare
-30
- 37.5%
$146.47 - $191.55 $4.39K - $5.75K
50 $7K
IIPR
Innovative Industrial Properties Inc

Real Estate
-18
- 19.78%
$66.64 - $135.61 $1.2K - $2.44K
73 $4K
CDW
Cdw Corp

Technology
-4
- 3.54%
$171.49 - $225.64 $686 - $903
109 $18K
COP
Conocophillips

Energy
-24
- 3.22%
$95.12 - $114.72 $2.28K - $2.75K
721 $71K
PSA
Public Storage

Real Estate
-8
- 13.11%
$289.33 - $360.21 $2.31K - $2.88K
53 $15K
CL
Colgate Palmolive CO

Consumer Defensive
-15
- 3.13%
$90.22 - $102.31 $1.35K - $1.53K
464 $42K
NEM
Newmont Corp

Basic Materials
-38
- 12.3%
$37.0 - $58.68 $1.41K - $2.23K
271 $10K
UNP
Union Pacific Corp

Industrials
-16
- 12.8%
$223.15 - $249.32 $3.57K - $3.99K
109 $24K
MU
Micron Technology Inc

Technology
-1
- 0.31%
$84.16 - $113.41 $84.2 - $113
324 $27K
MCHP
Microchip Technology Inc

Technology
-52
- 44.07%
$55.51 - $79.05 $2.89K - $4.11K
66 $3K
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