Institutions / Bell & Brown Wealth Advisors, LLC / Holdings
Back to Bell & Brown Wealth Advisors, LLC

Bell & Brown Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

71 positions

CompanyClassValueShares% of portfolio
ImmunityBio, Inc.IBRXCommon Stock$163.6K82,6500.1%
NUCOR CORP—$206.9K1,2690.1%
SHOPIFY INC—$218.1K1,3550.1%
INVESCO QQQ TR—$251.9K4100.1%
DOW INC.—$261.8K11,1990.1%
Northrop Grumman Corp—$276.7K4850.1%
JOHNSON & JOHNSON—$335.9K1,6230.1%
Visa Inc—$340.0K9690.1%
ADVANCED MICRO DEVICES INC—$354.0K1,6530.1%
Innospec Inc—$380.1K4,9660.1%
CrowdStrike Holdings, Inc.—$463.6K9890.1%
GE Vernova Inc.—$498.0K7620.2%
UNITEDHEALTH GROUP INC—$579.3K1,7550.2%
Warren E. Buffett—$674.6K1,3420.2%
Morgan Stanley—$810.5K4,5660.3%
GENERAL ELECTRIC CO—$1.11M3,5880.4%
NVIDIA Corp—$1.17M6,2630.4%
Lululemon Athletica Inc—$1.17M5,6520.4%
Alphabet Inc.—$1.26M4,0190.4%
Celanese Corp—$1.31M31,0920.4%
LOWES COMPANIES INC—$1.32M5,4740.4%
Corteva, Inc.—$1.54M22,9500.5%
DuPont de Nemours, Inc.—$1.63M40,5550.5%
Qnity Electronics, Inc.—$1.65M20,2570.5%
Netflix Inc—$1.68M17,9150.5%
KIMBERLY CLARK CORP—$1.69M16,7190.5%
TEEKAY CORPORATION LTD—$1.78M197,4860.6%
TARGET CORP—$1.93M19,7640.6%
BRISTOL MYERS SQUIBB CO—$2.25M41,7760.7%
NIKE, Inc.—$2.29M35,9370.7%
Uber Technologies, Inc—$2.48M30,4040.8%
PROCTER & GAMBLE Co—$2.66M18,5350.9%
PEPSICO INC—$3.00M20,9221.0%
Williams Cos Inc/The—$3.06M50,8811.0%
COCA COLA CO—$3.26M46,5921.0%
HOME DEPOT, INC.—$3.39M9,8391.1%
MCDONALD'S CORP—$3.46M11,3291.1%
AMGEN INC—$3.69M11,2621.2%
CITIGROUP INC—$3.69M31,6551.2%
OCCIDENTAL PETROLEUM CORP /DE—$3.82M92,8091.2%
CAPITAL ONE FINANCIAL CORP—$4.14M17,0801.3%
STARBUCKS CORP—$4.22M50,1371.4%
PayPal Holdings, Inc.—$4.55M77,9851.5%
Merck & Co., Inc.—$4.58M43,5011.5%
CHEVRON CORP—$4.65M30,5121.5%
RTX Corp—$4.81M26,2051.5%
WILLIAMS SONOMA INC—$5.30M29,6821.7%
AMERICAN EXPRESS CO—$5.40M14,6001.7%
Alibaba Group Holding LtdBABAADR$5.48M37,3751.8%
COSTCO WHOLESALE CORP /NEW—$5.56M6,4501.8%
← PrevPage 1 of 2Next →