Bell Investment Advisors, Inc Portfolio Holdings
Bell Investment Advisors, Inc
- $533 Million
- Q4 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,900
- Current Value $533 Million
- Prior Value $542 Million
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 104 stocks
- Additional Purchases 507 stocks
- Sold out of 0 stocks
- Reduced holdings in 587 stocks