$138 Million is the total value of Bell & Brown Wealth Advisors, LLC's 69 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ZMLP | Exit | DIREXION SHS ETF TRzacks mlp hg inc | $0 | – | -3,706 | -100.0% | -0.16% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -23,214 | -100.0% | -0.86% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q2 2023 | 7.5% |
| BOEING CO | 20 | Q2 2023 | 5.7% |
| QUALCOMM INC | 20 | Q2 2023 | 3.9% |
| EXXON MOBIL CORP | 20 | Q2 2023 | 5.3% |
| DISNEY WALT CO | 20 | Q2 2023 | 3.6% |
| LILLY ELI & CO | 20 | Q2 2023 | 4.0% |
| FEDEX CORP | 20 | Q2 2023 | 4.0% |
| JPMORGAN CHASE & CO | 20 | Q2 2023 | 2.8% |
| MICROSOFT CORP | 20 | Q2 2023 | 3.0% |
| META PLATFORMS INC | 20 | Q2 2023 | 3.2% |
View Bell & Brown Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-12 |
View Bell & Brown Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.