Bell & Brown Wealth Advisors, LLC has disclosed 69 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $261.00 Mil. The turnover rate is 3%.
In Bell & Brown Wealth Advisors, LLC's current portfolio as of 2024-06-30, the top 5 holdings are
Berkshire Hathaway Inc (BRK.B), Eli Lilly and Co (LLY), Apple Inc (AAPL), Alphabet Inc (GOOGL), Meta Platforms Inc (META), not including call and put options.
Bell & Brown Wealth Advisors, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Bell & Brown Wealth Advisors, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Bell & Brown Wealth Advisors, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Bell & Brown Wealth Advisors, LLC.