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Bell Investment Advisors, Inc

All holdings · as of Jun 30, 2026

1,820 positions

CompanyClassValueShares% of portfolio
ISHARES TR$1.46M58,3040.2%
RTX Corp$1.39M7,3280.2%
ISHARES TR$1.39M24,7730.2%
Amazon.com Inc$1.37M5,7350.2%
CHEVRON CORP$1.32M7,9680.2%
ISHARES TR$1.31M51,4980.2%
VANGUARD TAX-MANAGED FDS$1.28M17,9620.2%
ISHARES TR$1.23M7,5160.2%
SPDR SERIES TRUST$1.22M20,0420.2%
EXXON MOBIL CORP$1.12M8,1780.2%
SPDR SERIES TRUST$1.03M6,6970.2%
AbbVie Inc.$946.3K3,7610.1%
ISHARES TR$895.8K8,7130.1%
SPDR SERIES TRUST$893.2K40,0350.1%
INVESCO QQQ TR$873.6K1,1860.1%
Broadcom Inc.$784.8K2,0770.1%
BERKSHIRE HATHAWAY INC DEL$748.9K10.1%
JPMORGAN CHASE & CO$735.2K2,2460.1%
ISHARES TR$727.5K3,6410.1%
Keysight Technologies, Inc.$726.0K2,0740.1%
VANECK ETF TRUST$665.1K1,0140.1%
ISHARES INC$651.6K11,9140.1%
ISHARES TR$647.4K12,1390.1%
SPDR SERIES TRUST$638.8K24,3540.1%
MICRON TECHNOLOGY INC$589.8K5110.1%
ADVANCED MICRO DEVICES INC$586.1K1,0090.1%
DIMENSIONAL ETF TRUST$585.4K13,1960.1%
Merck & Co., Inc.$578.1K4,4990.1%
3M CO$546.8K3,3770.1%
ISHARES TR$542.0K5,7340.1%
Agilent Technologies Inc$540.0K4,0650.1%
ELI LILLY & Co$539.7K4500.1%
VANGUARD INDEX FDS$527.1K2,1690.1%
COSTCO WHOLESALE CORP /NEW$504.2K5390.1%
VANGUARD NY TAX FREE FDS$497.4K4,7830.1%
CARRIER GLOBAL Corp$495.1K6,7500.1%
ISHARES TR$494.2K4,5920.1%
Visa Inc$479.6K1,3980.1%
Tesla Inc$477.4K1,1350.1%
VANGUARD INDEX FDS$476.5K1,2880.1%
Meta Platforms Inc$476.5K8460.1%
COCA COLA CO$470.9K5,7940.1%
Willis Towers Watson PLC$456.4K1,7460.1%
BLACKROCK ETF TRUST II$442.5K8,7560.1%
CATERPILLAR INC$441.9K4150.1%
APPLIED MATERIALS INC /DE$420.1K5810.1%
VANGUARD WHITEHALL FDS$418.5K4,2620.1%
INTEL CORP$404.2K2,8950.1%
INVESCO EXCH TRADED FD TR II$379.6K2,3500.1%
JOHNSON & JOHNSON$372.8K1,4680.1%
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