Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Bell & Brown Wealth Advisors, Llc > Profile

Instuitional Investor - Bell & Brown Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Bell & Brown Wealth Advisors, Llc
Portfolio Value $279,665,146
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 64,338 $17,734,943 6.34%
2.
Apple Inc.
 AAPL 62,340 $12,788,087 4.57%
3.
Meta Platforms Inc.
 META 17,041 $12,589,928 4.5%
4.
Alphabet Inc.
 GOOGL 58,027 $10,226,271 3.66%
5.
Goldman Sachs Group Inc
 GS 14,294 $10,118,692 3.62%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)