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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 $256,436,460
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 62,001 $13,772,428 5.37%
2.
Broadcom Inc.
 AVGO 69,305 $11,603,871 4.53%
3.
Eli Lilly & Co
 LLY 13,647 $11,272,271 4.4%
4.
Meta Platforms Inc.
 META 17,295 $9,968,399 3.89%
5.
Alphabet Inc.
 GOOGL 58,806 $9,093,812 3.55%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)