Bell Investment Advisors, Inc has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $533 Million distributed in 1900 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs Access Treasury with a value of $55.1M, Schwab Fundamental U S Large C with a value of $49.4M, Flexshares Tr Iboxx 3 Yr Targe with a value of $41.7M, Vanguard Mortg Backed Sec ETF with a value of $40.2M, and Ishares Barclays 20+ Year Trea with a value of $31M.
Examining the 13F form we can see an decrease of $9.51M in the current position value, from $542M to 533M.
Bell Investment Advisors, Inc is based out at Oakland, CA
Below you can find more details about Bell Investment Advisors, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$533 Million
ETFs: $489 Million
Technology: $15.5 Million
Communication Services: $5.97 Million
Industrials: $4.61 Million
Financial Services: $4.53 Million
Healthcare: $4.2 Million
Consumer Cyclical: $3.77 Million
Consumer Defensive: $2.15 Million
Other: $2.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
