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Bell & Brown Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

71 positions

CompanyClassValueShares% of portfolio
SPDR GOLD TR$5.87M14,8151.9%
ORACLE CORP$5.99M30,7451.9%
FedEx Corp$6.14M21,2572.0%
Tesla Inc$6.17M13,7262.0%
Walt Disney Co$6.26M54,9852.0%
WELLS FARGO & COMPANY/MN$6.36M68,2742.1%
Walmart Inc.$6.41M57,5372.1%
Valero Energy Corp$7.01M43,0742.3%
MICROSOFT CORP$7.31M15,1252.4%
QUALCOMM INC/DE$7.79M45,5232.5%
The Boeing Company$7.86M36,2132.5%
Ulta Beauty, Inc.$8.02M13,2582.6%
Amazon.com Inc$8.75M37,8982.8%
EXXON MOBIL CORP$9.02M74,9422.9%
JPMORGAN CHASE & CO$10.56M32,7733.4%
Meta Platforms Inc$10.83M16,4123.5%
THE GOLDMAN SACHS GROUP, INC.$11.62M13,2203.7%
ELI LILLY & Co$13.58M12,6414.4%
Apple Inc.$16.91M62,1965.4%
Alphabet Inc.$17.21M54,9925.5%
Broadcom Inc.$19.78M57,1566.4%
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