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Bell & Brown Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

71 positions

CompanyClassValueShares% of portfolio
Broadcom Inc.—$19.78M57,1566.4%
Alphabet Inc.—$17.21M54,9925.5%
Apple Inc.—$16.91M62,1965.4%
ELI LILLY & Co—$13.58M12,6414.4%
THE GOLDMAN SACHS GROUP, INC.—$11.62M13,2203.7%
Meta Platforms Inc—$10.83M16,4123.5%
JPMORGAN CHASE & CO—$10.56M32,7733.4%
EXXON MOBIL CORP—$9.02M74,9422.9%
Amazon.com Inc—$8.75M37,8982.8%
Ulta Beauty, Inc.—$8.02M13,2582.6%
The Boeing Company—$7.86M36,2132.5%
QUALCOMM INC/DE—$7.79M45,5232.5%
MICROSOFT CORP—$7.31M15,1252.4%
Valero Energy Corp—$7.01M43,0742.3%
Walmart Inc.—$6.41M57,5372.1%
WELLS FARGO & COMPANY/MN—$6.36M68,2742.1%
Walt Disney Co—$6.26M54,9852.0%
Tesla Inc—$6.17M13,7262.0%
FedEx Corp—$6.14M21,2572.0%
ORACLE CORP—$5.99M30,7451.9%
SPDR GOLD TR—$5.87M14,8151.9%
COSTCO WHOLESALE CORP /NEW—$5.56M6,4501.8%
Alibaba Group Holding LtdBABAADR$5.48M37,3751.8%
AMERICAN EXPRESS CO—$5.40M14,6001.7%
WILLIAMS SONOMA INC—$5.30M29,6821.7%
RTX Corp—$4.81M26,2051.5%
CHEVRON CORP—$4.65M30,5121.5%
Merck & Co., Inc.—$4.58M43,5011.5%
PayPal Holdings, Inc.—$4.55M77,9851.5%
STARBUCKS CORP—$4.22M50,1371.4%
CAPITAL ONE FINANCIAL CORP—$4.14M17,0801.3%
OCCIDENTAL PETROLEUM CORP /DE—$3.82M92,8091.2%
CITIGROUP INC—$3.69M31,6551.2%
AMGEN INC—$3.69M11,2621.2%
MCDONALD'S CORP—$3.46M11,3291.1%
HOME DEPOT, INC.—$3.39M9,8391.1%
COCA COLA CO—$3.26M46,5921.0%
Williams Cos Inc/The—$3.06M50,8811.0%
PEPSICO INC—$3.00M20,9221.0%
PROCTER & GAMBLE Co—$2.66M18,5350.9%
Uber Technologies, Inc—$2.48M30,4040.8%
NIKE, Inc.—$2.29M35,9370.7%
BRISTOL MYERS SQUIBB CO—$2.25M41,7760.7%
TARGET CORP—$1.93M19,7640.6%
TEEKAY CORPORATION LTD—$1.78M197,4860.6%
KIMBERLY CLARK CORP—$1.69M16,7190.5%
Netflix Inc—$1.68M17,9150.5%
Qnity Electronics, Inc.—$1.65M20,2570.5%
DuPont de Nemours, Inc.—$1.63M40,5550.5%
Corteva, Inc.—$1.54M22,9500.5%
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