BELL & BROWN WEALTH ADVISORS, LLC Holdings

BELL & BROWN WEALTH ADVISORS, LLC is an investment fund managing more than 161.97M US dollars. The largest holdings include Exxon Mobil, Apple and Eli Lilly and Company. In Q3 2022 the fund bought assets of total value of -2.18M US dollars and sold assets of total value of 22.62M US dollars.

$161.97M

portfolio value

-45.14%

quarter

-162.57%

1 year

-261.74%

3 years

BELL & BROWN WEALTH ADVISORS, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2018	4953000	6013000
Q2 2018	11094000	5204000
Q3 2018	11375000	8167000
Q4 2018	1093000	10220000
Q1 2019	12867000	2909000
Q2 2019	5626000	1234000
Q3 2019	11261000	3922000
Q4 2019	9512000	4882000
Q1 2020	-8988000	15119000
Q2 2020	12600000	7450000
Q3 2020	4903000	5241000
Q3 2021	40368000	8142000
Q4 2021	21118000	289000
Q1 2022	17929000	3694000
Q2 2022	-7640000	25754000
Q3 2022	-2184000	22618000

BELL & BROWN WEALTH ADVISORS, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 5.29% Portfolio value: 8.56M Avg. open price: $37.31 Current price: $110.74 P/L: +196.81% Sold -5.32% shares Q3 2022	share	5.29%	8.56M	$37.31	$110.74	+196.81%	Sold -5.32% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 5.27% Portfolio value: 8.53M Avg. open price: $65.78 Current price: $147.82 P/L: +124.72% Sold -5.35% shares Q3 2022	share	5.27%	8.53M	$65.78	$147.82	+124.72%	Sold -5.35% shares Q3 2022
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 3.90% Portfolio value: 6.31M Avg. open price: $114.15 Current price: $374.76 P/L: +228.30% Sold -4.55% shares Q3 2022	share	3.90%	6.31M	$114.15	$374.76	+228.30%	Sold -4.55% shares Q3 2022
Specialty Retail Ulta Beauty, Inc. Portfolio share: 3.65% Portfolio value: 5.90M Avg. open price: $211.21 Current price: $471.33 P/L: +123.15% Sold -1.76% shares Q3 2022	share	3.65%	5.90M	$211.21	$471.33	+123.15%	Sold -1.76% shares Q3 2022
Oil & Gas Refining & Marketing Valero Energy Corporation Portfolio share: 3.54% Portfolio value: 5.73M Avg. open price: $48.31 Current price: $127.07 P/L: +163.02% Sold -1.88% shares Q3 2022	share	3.54%	5.73M	$48.31	$127.07	+163.02%	Sold -1.88% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 3.36% Portfolio value: 5.44M Avg. open price: $2,781.49 Current price: $99.24 P/L: -96.43% Sold -13.05% shares Q3 2022	share	3.36%	5.44M	$2,781.49	$99.24	-96.43%	Sold -13.05% shares Q3 2022
Semiconductors QUALCOMM Incorporated Portfolio share: 2.89% Portfolio value: 4.67M Avg. open price: $62.33 Current price: $124.6 P/L: +99.92% Bought +0.15% shares Q3 2022	share	2.89%	4.67M	$62.33	$124.6	+99.92%	Bought +0.15% shares Q3 2022
Semiconductors Broadcom Inc. Portfolio share: 2.84% Portfolio value: 4.6M Avg. open price: $443.35 Current price: $538.57 P/L: +21.48% Bought +0.32% shares Q3 2022	share	2.84%	4.6M	$443.35	$538.57	+21.48%	Bought +0.32% shares Q3 2022
Oil & Gas E&P Occidental Petroleum Corporation Portfolio share: 2.73% Portfolio value: 4.42M Avg. open price: $19.56 Current price: $68.98 P/L: +252.57% Sold -42.64% shares Q3 2022	share	2.73%	4.42M	$19.56	$68.98	+252.57%	Sold -42.64% shares Q3 2022
Drug Manufacturers—General Bristol-Myers Squibb Company Portfolio share: 2.59% Portfolio value: 4.20M Avg. open price: $52.05 Current price: $81.13 P/L: +55.85% Sold -2.46% shares Q3 2022	share	2.59%	4.20M	$52.05	$81.13	+55.85%	Sold -2.46% shares Q3 2022
Capital Markets The Goldman Sachs Group, Inc. Portfolio share: 2.37% Portfolio value: 3.83M Avg. open price: $246.26 Current price: $380.58 P/L: +54.54% Sold -0.35% shares Q3 2022	share	2.37%	3.83M	$246.26	$380.58	+54.54%	Sold -0.35% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 2.35% Portfolio value: 3.81M Avg. open price: $139.04 Current price: $98.72 P/L: -29.00% Bought +1.37% shares Q3 2022	share	2.35%	3.81M	$139.04	$98.72	-29.00%	Bought +1.37% shares Q3 2022
Aerospace & Defense The Boeing Company Portfolio share: 2.33% Portfolio value: 3.76M Avg. open price: $246.35 Current price: $181.66 P/L: -26.26% Bought +1.21% shares Q3 2022	share	2.33%	3.76M	$246.35	$181.66	-26.26%	Bought +1.21% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 2.31% Portfolio value: 3.74M Avg. open price: $192.56 Current price: $252.88 P/L: +31.33% Sold -7.32% shares Q3 2022	share	2.31%	3.74M	$192.56	$252.88	+31.33%	Sold -7.32% shares Q3 2022
Credit Services PayPal Holdings, Inc. Portfolio share: 2.30% Portfolio value: 3.73M Avg. open price: $202.4 Current price: $74.35 P/L: -63.27% Bought +3.56% shares Q3 2022	share	2.30%	3.73M	$202.4	$74.35	-63.27%	Bought +3.56% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 2.23% Portfolio value: 3.61M Avg. open price: $3,258.88 Current price: $93.14 P/L: -97.14% Sold -24.93% shares Q3 2022	share	2.23%	3.61M	$3,258.88	$93.14	-97.14%	Sold -24.93% shares Q3 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 2.19% Portfolio value: 3.54M Avg. open price: $70.81 Current price: $110.04 P/L: +55.39% Sold -5.00% shares Q3 2022	share	2.19%	3.54M	$70.81	$110.04	+55.39%	Sold -5.00% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 2.15% Portfolio value: 3.49M Avg. open price: $79.07 Current price: $182.7 P/L: +131.06% Sold -1.14% shares Q3 2022	share	2.15%	3.49M	$79.07	$182.7	+131.06%	Sold -1.14% shares Q3 2022
Restaurants Starbucks Corporation Portfolio share: 2.10% Portfolio value: 3.40M Avg. open price: $66.32 Current price: $103.09 P/L: +55.45% Bought +1.24% shares Q3 2022	share	2.10%	3.40M	$66.32	$103.09	+55.45%	Bought +1.24% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 2.10% Portfolio value: 3.40M Avg. open price: $111.21 Current price: $133.75 P/L: +20.27% Sold -1.06% shares Q3 2022	share	2.10%	3.40M	$111.21	$133.75	+20.27%	Sold -1.06% shares Q3 2022
SPDR Gold Shares Portfolio share: 2.06% Portfolio value: 3.33M Avg. open price: $177.05 Current price: $166.7 P/L: -5.85% Sold -1.59% shares Q3 2022	share	2.06%	3.33M	$177.05	$166.7	-5.85%	Sold -1.59% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 1.88% Portfolio value: 3.04M Avg. open price: $349.7 Current price: $492.59 P/L: +40.86% Bought +0.03% shares Q3 2022	share	1.88%	3.04M	$349.7	$492.59	+40.86%	Bought +0.03% shares Q3 2022
Integrated Freight & Logistics FedEx Corporation Portfolio share: 1.84% Portfolio value: 2.98M Avg. open price: $174.82 Current price: $181.41 P/L: +3.77% Sold -0.27% shares Q3 2022	share	1.84%	2.98M	$174.82	$181.41	+3.77%	Sold -0.27% shares Q3 2022
Banks—Diversified Wells Fargo & Company Portfolio share: 1.80% Portfolio value: 2.91M Avg. open price: $37.71 Current price: $45.94 P/L: +21.82% Sold -26.06% shares Q3 2022	share	1.80%	2.91M	$37.71	$45.94	+21.82%	Sold -26.06% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 1.80% Portfolio value: 2.90M Avg. open price: $198.83 Current price: $122.21 P/L: -38.54% Bought +1.31% shares Q3 2022	share	1.80%	2.90M	$198.83	$122.21	-38.54%	Bought +1.31% shares Q3 2022
Internet Retail Alibaba Group Holding Limited Portfolio share: 1.54% Portfolio value: 2.5M Avg. open price: $180.97 Current price: $92.85 P/L: -48.69% Bought +32.92% shares Q3 2022	share	1.54%	2.5M	$180.97	$92.85	-48.69%	Bought +32.92% shares Q3 2022
Specialty Retail Williams-Sonoma, Inc. Portfolio share: 1.54% Portfolio value: 2.49M Avg. open price: $117.37 Current price: $116.45 P/L: -0.78% Sold -0.87% shares Q3 2022	share	1.54%	2.49M	$117.37	$116.45	-0.78%	Sold -0.87% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 1.50% Portfolio value: 2.43M Avg. open price: $127.16 Current price: $185.69 P/L: +46.03% Sold -2.94% shares Q3 2022	share	1.50%	2.43M	$127.16	$185.69	+46.03%	Sold -2.94% shares Q3 2022
Discount Stores Walmart Inc. Portfolio share: 1.50% Portfolio value: 2.43M Avg. open price: $123.19 Current price: $153.22 P/L: +24.38% Bought +1.22% shares Q3 2022	share	1.50%	2.43M	$123.19	$153.22	+24.38%	Bought +1.22% shares Q3 2022
Discount Stores Target Corporation Portfolio share: 1.49% Portfolio value: 2.41M Avg. open price: $75.86 Current price: $164.16 P/L: +116.39% Sold -0.65% shares Q3 2022	share	1.49%	2.41M	$75.86	$164.16	+116.39%	Sold -0.65% shares Q3 2022
Restaurants McDonald's Corporation Portfolio share: 1.35% Portfolio value: 2.19M Avg. open price: $193.6 Current price: $273.4 P/L: +41.22% Sold -2.11% shares Q3 2022	share	1.35%	2.19M	$193.6	$273.4	+41.22%	Sold -2.11% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 1.33% Portfolio value: 2.15M Avg. open price: $231.32 Current price: $325.92 P/L: +40.90% Bought +3.34% shares Q3 2022	share	1.33%	2.15M	$231.32	$325.92	+40.90%	Bought +3.34% shares Q3 2022
Credit Services American Express Company Portfolio share: 1.31% Portfolio value: 2.12M Avg. open price: $103.84 Current price: $156.75 P/L: +50.95% Sold -0.79% shares Q3 2022	share	1.31%	2.12M	$103.84	$156.75	+50.95%	Sold -0.79% shares Q3 2022
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 1.26% Portfolio value: 2.04M Avg. open price: $46.6 Current price: $63.9 P/L: +37.13% Sold -0.04% shares Q3 2022	share	1.26%	2.04M	$46.6	$63.9	+37.13%	Sold -0.04% shares Q3 2022
Drug Manufacturers—General Amgen Inc. Portfolio share: 1.23% Portfolio value: 1.99M Avg. open price: $193.32 Current price: $285.51 P/L: +47.69% Sold -0.71% shares Q3 2022	share	1.23%	1.99M	$193.32	$285.51	+47.69%	Sold -0.71% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 1.20% Portfolio value: 1.95M Avg. open price: $92.22 Current price: $149.05 P/L: +61.62% Sold -2.04% shares Q3 2022	share	1.20%	1.95M	$92.22	$149.05	+61.62%	Sold -2.04% shares Q3 2022
Software—Infrastructure Oracle Corporation Portfolio share: 1.19% Portfolio value: 1.93M Avg. open price: $54.41 Current price: $83.35 P/L: +53.20% Bought +0.26% shares Q3 2022	share	1.19%	1.93M	$54.41	$83.35	+53.20%	Bought +0.26% shares Q3 2022
Agricultural Inputs Corteva, Inc. Portfolio share: 1.16% Portfolio value: 1.87M Avg. open price: $24.85 Current price: $67.31 P/L: +170.88% Sold -3.35% shares Q3 2022	share	1.16%	1.87M	$24.85	$67.31	+170.88%	Sold -3.35% shares Q3 2022
Footwear & Accessories NIKE, Inc. Portfolio share: 1.13% Portfolio value: 1.83M Avg. open price: $130.49 Current price: $111.61 P/L: -14.47% Bought +5.28% shares Q3 2022	share	1.13%	1.83M	$130.49	$111.61	-14.47%	Bought +5.28% shares Q3 2022
Credit Services Discover Financial Services Portfolio share: 1.09% Portfolio value: 1.77M Avg. open price: $60.97 Current price: $105.4 P/L: +72.88% Bought +0.05% shares Q3 2022	share	1.09%	1.77M	$60.97	$105.4	+72.88%	Bought +0.05% shares Q3 2022
Aerospace & Defense Raytheon Technologies Corporation Portfolio share: 1.09% Portfolio value: 1.75M Avg. open price: $80 Current price: $101.01 P/L: +26.26% Sold -6.34% shares Q3 2022	share	1.09%	1.75M	$80	$101.01	+26.26%	Sold -6.34% shares Q3 2022
Chemicals Dow Inc. Portfolio share: 1.09% Portfolio value: 1.75M Avg. open price: $42.77 Current price: $51.55 P/L: +20.54% Bought +1.23% shares Q3 2022	share	1.09%	1.75M	$42.77	$51.55	+20.54%	Bought +1.23% shares Q3 2022
Apparel Retail Lululemon Athletica Inc. Portfolio share: 1.07% Portfolio value: 1.73M Avg. open price: $162.49 Current price: $385.99 P/L: +137.55% Sold -4.29% shares Q3 2022	share	1.07%	1.73M	$162.49	$385.99	+137.55%	Sold -4.29% shares Q3 2022
Specialty Chemicals DuPont de Nemours, Inc. Portfolio share: 1.03% Portfolio value: 1.66M Avg. open price: $57.68 Current price: $71.56 P/L: +24.06% Bought +0.52% shares Q3 2022	share	1.03%	1.66M	$57.68	$71.56	+24.06%	Bought +0.52% shares Q3 2022
Oil & Gas Midstream The Williams Companies, Inc. Portfolio share: 0.95% Portfolio value: 1.53M Avg. open price: $19.01 Current price: $34.96 P/L: +83.93% Bought +3.57% shares Q3 2022	share	0.95%	1.53M	$19.01	$34.96	+83.93%	Bought +3.57% shares Q3 2022
Household & Personal Products Kimberly-Clark Corporation Portfolio share: 0.93% Portfolio value: 1.50M Avg. open price: $130.67 Current price: $137.93 P/L: +5.55% Bought +2.47% shares Q3 2022	share	0.93%	1.50M	$130.67	$137.93	+5.55%	Bought +2.47% shares Q3 2022
Banks—Diversified Citigroup Inc. Portfolio share: 0.91% Portfolio value: 1.47M Avg. open price: $53.17 Current price: $46.8 P/L: -11.98% Bought +7.19% shares Q3 2022	share	0.91%	1.47M	$53.17	$46.8	-11.98%	Bought +7.19% shares Q3 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.68% Portfolio value: 1.10M Avg. open price: $97.05 Current price: $213.04 P/L: +119.51% Sold -0.67% shares Q3 2022	share	0.68%	1.10M	$97.05	$213.04	+119.51%	Sold -0.67% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.64% Portfolio value: 1.03M Avg. open price: $804.31 Current price: $189.28 P/L: -76.47% Sold -1.77% shares Q3 2022	share	0.64%	1.03M	$804.31	$189.28	-76.47%	Sold -1.77% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.58% Portfolio value: 934K Avg. open price: $49.33 Current price: $29.38 P/L: -40.45% Sold -8.57% shares Q3 2022	share	0.58%	934K	$49.33	$29.38	-40.45%	Sold -8.57% shares Q3 2022
Chemicals Celanese Corporation Portfolio share: 0.51% Portfolio value: 834K Avg. open price: $112.78 Current price: $109.11 P/L: -3.26% Sold -0.59% shares Q3 2022	share	0.51%	834K	$112.78	$109.11	-3.26%	Sold -0.59% shares Q3 2022
Specialty Chemicals LyondellBasell Industries N.V. Portfolio share: 0.50% Portfolio value: 812K Avg. open price: $75.84 Current price: $84.9 P/L: +11.94% Sold -3.23% shares Q3 2022	share	0.50%	812K	$75.84	$84.9	+11.94%	Sold -3.23% shares Q3 2022
Oil & Gas Midstream Teekay Corporation Portfolio share: 0.46% Portfolio value: 737K Avg. open price: $6.07 Current price: $4.5 P/L: -25.87% Sold -0.48% shares Q3 2022	share	0.46%	737K	$6.07	$4.5	-25.87%	Sold -0.48% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.28% Portfolio value: 452K Avg. open price: $132.61 Current price: $178.88 P/L: +34.89% Bought +3.44% shares Q3 2022	share	0.28%	452K	$132.61	$178.88	+34.89%	Bought +3.44% shares Q3 2022
Specialty Chemicals Innospec Inc. Portfolio share: 0.28% Portfolio value: 447K Avg. open price: $76.06 Current price: $111.29 P/L: +46.31% Bought +0.62% shares Q2 2022	share	0.28%	447K	$76.06	$111.29	+46.31%	Bought +0.62% shares Q2 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.24% Portfolio value: 395K Avg. open price: N/A Current price: N/A P/L: N/A Bought +4.97% shares Q3 2022	share	0.24%	395K	N/A	N/A	N/A	Bought +4.97% shares Q3 2022
Capital Markets Morgan Stanley Portfolio share: 0.21% Portfolio value: 334K Avg. open price: $62.66 Current price: $92.1 P/L: +46.99% Bought +0.86% shares Q3 2022	share	0.21%	334K	$62.66	$92.1	+46.99%	Bought +0.86% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 0.18% Portfolio value: 299K Avg. open price: $50.03 Current price: $37.98 P/L: -24.09% Sold -16.59% shares Q3 2022	share	0.18%	299K	$50.03	$37.98	-24.09%	Sold -16.59% shares Q3 2022
Utilities—Regulated Electric Edison International Portfolio share: 0.18% Portfolio value: 289K Avg. open price: $53.54 Current price: $65.37 P/L: +22.09% Sold -14.97% shares Q3 2021	share	0.18%	289K	$53.54	$65.37	+22.09%	Sold -14.97% shares Q3 2021
Auto Parts Lear Corporation Portfolio share: 0.17% Portfolio value: 277K Avg. open price: N/A Current price: $138.55 P/L: N/A Sold -2.53% shares Q3 2022	share	0.17%	277K	N/A	$138.55	N/A	Sold -2.53% shares Q3 2022
Aerospace & Defense Northrop Grumman Corporation Portfolio share: 0.16% Portfolio value: 260K Avg. open price: N/A Current price: $545.6 P/L: N/A Sold -3.48% shares Q3 2022	share	0.16%	260K	N/A	$545.6	N/A	Sold -3.48% shares Q3 2022
Diagnostics & Research Quest Diagnostics Incorporated Portfolio share: 0.15% Portfolio value: 239K Avg. open price: N/A Current price: $150.46 P/L: N/A Sold -2.50% shares Q3 2022	share	0.15%	239K	N/A	$150.46	N/A	Sold -2.50% shares Q3 2022
REDWOOD TRUST INC Portfolio share: 0.01% Portfolio value: 13K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	0.01%	13K	N/A	N/A	N/A	N/A Q3 2022
Biotechnology Statera Biopharma, Inc. Portfolio share: 0.00% Portfolio value: 2K Avg. open price: N/A Current price: $0.12 P/L: N/A Sold -5.18% shares Q2 2022	share	0.00%	2K	N/A	$0.12	N/A	Sold -5.18% shares Q2 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $2,665.31 Current price: $99.8 P/L: -96.26% Sold -100.00% shares Q3 2022	share	0.00%	0	$2,665.31	$99.8	-96.26%	Sold -100.00% shares Q3 2022
Software—Application Unity Software Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $40.6 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$40.6	N/A	Sold -100.00% shares Q3 2022
Electronic Gaming & Multimedia Roblox Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $33.68 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$33.68	N/A	Sold -100.00% shares Q3 2022
Entertainment Roku, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $60.21 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$60.21	N/A	Sold -100.00% shares Q3 2022
Entertainment Netflix, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $315.92 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$315.92	N/A	Sold -100.00% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $188.02 Current price: $290.54 P/L: +54.52% Sold -100.00% shares Q3 2022	share	0.00%	0	$188.02	$290.54	+54.52%	Sold -100.00% shares Q3 2022
Biotechnology Rhythm Pharmaceuticals, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $28.32 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$28.32	N/A	Sold -100.00% shares Q3 2022
ProShares VIX Short-Term Futures ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $11.73 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$11.73	N/A	Sold -100.00% shares Q3 2022
REIT—Mortgage Arbor Realty Trust, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $14.77 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$14.77	N/A	Sold -100.00% shares Q3 2022
Oil & Gas E&P Oasis Petroleum Inc Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $68.03 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$68.03	N/A	Sold -100.00% shares Q3 2022

Showing TOP 74 BELL & BROWN WEALTH ADVISORS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of BELL & BROWN WEALTH ADVISORS, LLC?

The biggest position of the BELL & BROWN WEALTH ADVISORS, LLC is Exxon Mobil Corporation (XOM) with 5.29% portfolio share worth of 8.56M US dollars.

Top 5 BELL & BROWN WEALTH ADVISORS's holdings represent 21.64% of the portfolio:

Exxon Mobil Corporation (XOM) – 5.29%
Apple Inc. (AAPL) – 5.27%
Eli Lilly and Company (LLY) – 3.9%
Ulta Beauty, Inc. (ULTA) – 3.65%
Valero Energy Corporation (VLO) – 3.54%

Who is the portfolio manager of BELL & BROWN WEALTH ADVISORS, LLC?

The portfolio manager of the BELL & BROWN WEALTH ADVISORS, LLC is .

What is the total asset value of the BELL & BROWN WEALTH ADVISORS, LLC portfolio?

BELL & BROWN WEALTH ADVISORS, LLC total asset value (portfolio value) is 161.97M US dollars.

Who is ?

is the portfolio manager of the BELL & BROWN WEALTH ADVISORS, LLC.

What is (BELL & BROWN WEALTH ADVISORS, LLC) fund performance?

BELL & BROWN WEALTH ADVISORS's quarterly performance is -45.14%, annualy -162.57%. In the past 3 years, the value of 's portfolio has decreased by -262%.

What is the BELL & BROWN WEALTH ADVISORS, LLC CIK?

BELL & BROWN WEALTH ADVISORS's Central Index Key is 0001725362 .