13F HOLDINGS REPORT
Bell & Brown Wealth Advisors, LLC
Quarter ended Q4 2025 · Filed January 30, 2026 · Accession 0001725362-26-000002
Total Value
$310.3M
Positions
71
Other Managers
0
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 57,156 | $19.8M | 6.38% |
| 2 | ALPHABET INC | GOOG | 54,992 | $17.2M | 5.55% |
| 3 | APPLE INC | AAPL | 62,196 | $16.9M | 5.45% |
| 4 | ELI LILLY & CO | LLY | 12,641 | $13.6M | 4.38% |
| 5 | GOLDMAN SACHS GROUP INC | GSCE | 13,220 | $11.6M | 3.75% |
| 6 | META PLATFORMS INC | META | 16,412 | $10.8M | 3.49% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 32,773 | $10.6M | 3.40% |
| 8 | EXXON MOBIL CORP | XOM | 74,942 | $9.0M | 2.91% |
| 9 | AMAZON COM INC | AMZN | 37,898 | $8.7M | 2.82% |
| 10 | ULTA BEAUTY INC | ULTA | 13,258 | $8.0M | 2.59% |
| 11 | BOEING CO | BA-PA | 36,213 | $7.9M | 2.53% |
| 12 | QUALCOMM INC | QCOM | 45,523 | $7.8M | 2.51% |
| 13 | MICROSOFT CORP | MSFT | 15,125 | $7.3M | 2.36% |
| 14 | VALERO ENERGY CORP | VLO | 43,074 | $7.0M | 2.26% |
| 15 | WALMART INC | WMT | 57,537 | $6.4M | 2.07% |
| 16 | WELLS FARGO CO NEW | 949746101 | 68,274 | $6.4M | 2.05% |
| 17 | DISNEY WALT CO | 254687106 | 54,985 | $6.3M | 2.02% |
| 18 | TESLA INC | TSLA | 13,726 | $6.2M | 1.99% |
| 19 | FEDEX CORP | FDX | 21,257 | $6.1M | 1.98% |
| 20 | ORACLE CORP | ORCL-PD | 30,745 | $6.0M | 1.93% |
| 21 | SPDR GOLD TR | GLD | 14,815 | $5.9M | 1.89% |
| 22 | COSTCO WHSL CORP NEW | 22160K105 | 6,450 | $5.6M | 1.79% |
| 23 | ALIBABA GROUP HLDG LTD | BBAAY | 37,375 | $5.5M | 1.77% |
| 24 | AMERICAN EXPRESS CO | AXP | 14,600 | $5.4M | 1.74% |
| 25 | WILLIAMS SONOMA INC | WSM | 29,682 | $5.3M | 1.71% |
| 26 | RTX CORPORATION | RTX | 26,205 | $4.8M | 1.55% |
| 27 | CHEVRON CORP NEW | CVX | 30,512 | $4.7M | 1.50% |
| 28 | MERCK & CO INC | MRK | 43,501 | $4.6M | 1.48% |
| 29 | PAYPAL HLDGS INC | PYPL | 77,985 | $4.6M | 1.47% |
| 30 | STARBUCKS CORP | SBUX | 50,137 | $4.2M | 1.36% |
| 31 | CAPITAL ONE FINL CORP | 14040H105 | 17,080 | $4.1M | 1.33% |
| 32 | OCCIDENTAL PETE CORP | 674599105 | 92,809 | $3.8M | 1.23% |
| 33 | CITIGROUP INC | C-PR | 31,655 | $3.7M | 1.19% |
| 34 | AMGEN INC | AMGN | 11,262 | $3.7M | 1.19% |
| 35 | MCDONALDS CORP | MCD | 11,329 | $3.5M | 1.12% |
| 36 | HOME DEPOT INC | HD | 9,839 | $3.4M | 1.09% |
| 37 | COCA COLA CO | KO | 46,592 | $3.3M | 1.05% |
| 38 | WILLIAMS COS INC | 969457100 | 50,881 | $3.1M | 0.99% |
| 39 | PEPSICO INC | PEP | 20,922 | $3.0M | 0.97% |
| 40 | PROCTER AND GAMBLE CO | 742718109 | 18,535 | $2.7M | 0.86% |
| 41 | UBER TECHNOLOGIES INC | UBER | 30,404 | $2.5M | 0.80% |
| 42 | NIKE INC | NKE | 35,937 | $2.3M | 0.74% |
| 43 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 41,776 | $2.3M | 0.73% |
| 44 | TARGET CORP | TGT | 19,764 | $1.9M | 0.62% |
| 45 | TEEKAY CORPORATION LTD | TK | 197,486 | $1.8M | 0.57% |
| 46 | KIMBERLY-CLARK CORP | KMB | 16,719 | $1.7M | 0.54% |
| 47 | NETFLIX INC | NFLX | 17,915 | $1.7M | 0.54% |
| 48 | QNITY ELECTRONICS INC | Q | 20,257 | $1.7M | 0.53% |
| 49 | DUPONT DE NEMOURS INC | DD | 40,555 | $1.6M | 0.53% |
| 50 | CORTEVA INC | CTVA | 22,950 | $1.5M | 0.50% |
| 51 | LOWES COS INC | 548661107 | 5,474 | $1.3M | 0.43% |
| 52 | CELANESE CORP DEL | CE | 31,092 | $1.3M | 0.42% |
| 53 | ALPHABET INC | GOOG | 4,019 | $1.3M | 0.41% |
| 54 | LULULEMON ATHLETICA INC | LULU | 5,652 | $1.2M | 0.38% |
| 55 | NVIDIA CORPORATION | NVDA | 6,263 | $1.2M | 0.38% |
| 56 | GE AEROSPACE | 369604301 | 3,588 | $1.1M | 0.36% |
| 57 | MORGAN STANLEY | MS-PQ | 4,566 | $810,533 | 0.26% |
| 58 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,342 | $674,556 | 0.22% |
| 59 | UNITEDHEALTH GROUP INC | UNH | 1,755 | $579,343 | 0.19% |
| 60 | GE VERNOVA INC | GEV | 762 | $498,020 | 0.16% |
| 61 | CROWDSTRIKE HLDGS INC | CRWD | 989 | $463,604 | 0.15% |
| 62 | INNOSPEC INC | IOSP | 4,966 | $380,098 | 0.12% |
| 63 | ADVANCED MICRO DEVICES INC | AMD | 1,653 | $354,006 | 0.11% |
| 64 | VISA INC | V | 969 | $339,995 | 0.11% |
| 65 | JOHNSON & JOHNSON | JNJ | 1,623 | $335,883 | 0.11% |
| 66 | NORTHROP GRUMMAN CORP | NOC | 485 | $276,658 | 0.09% |
| 67 | DOW INC | DOW | 11,199 | $261,838 | 0.08% |
| 68 | INVESCO QQQ TR | IVZ | 410 | $251,899 | 0.08% |
| 69 | SHOPIFY INC | SHOP | 1,355 | $218,114 | 0.07% |
| 70 | NUCOR CORP | NUE | 1,269 | $206,934 | 0.07% |
| 71 | IMMUNITYBIO INC | IBRX | 82,650 | $163,647 | 0.05% |