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BELL & BROWN WEALTH ADVISORS, LLC
BELL & BROWN WEALTH ADVISORS, LLC
Latest filing: 2026-06-30
BELL & BROWN WEALTH ADVISORS, LLC runs BELL & BROWN WEALTH ADVISORS, LLC and currently holds 73 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $330.12M. Their top holdings are AVGO, GOOGL, AAPL, LLY, GS. The top five represent 25.0% of reported portfolio weight. BELL & BROWN WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BELL & BROWN WEALTH ADVISORS, LLC initiated 5 new positions. They added to 32 existing positions. They trimmed 32 positions. Their current best-performing preview position is AMD with returns of +185.56%.
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73 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVGO BROADCOM INC | 5.76% | $111.63 | $368.45 | +230.06% | Trimmed -7.47% |
 GOOGL ALPHABET INC | 5.61% | $140.13 | $344.82 | +146.07% | Trimmed -2.43% |
 AAPL APPLE INC | 5.45% | $194.26 | $309.35 | +59.25% | Trimmed -0.67% |
 LLY ELI LILLY & CO | 4.36% | $587.97 | $1,254.77 | +113.41% | Trimmed -1.52% |
 GS GOLDMAN SACHS GROUP INC | 3.81% | $389.63 | $1,039.41 | +166.77% | Trimmed -1.36% |
 VLO VALERO ENERGY CORP | 3.21% | $130.49 | $348.81 | +167.31% | Trimmed -4.02% |
 JPM JPMORGAN CHASE & CO | 3.18% | $171.38 | $351.64 | +105.18% | Trimmed -0.70% |
 XOM EXXON MOBIL CORP | 3.07% | $100.70 | $165.11 | +63.96% | Trimmed -1.17% |
 META META PLATFORMS INC | 2.77% | $361.27 | $549.90 | +52.21% | Added +0.28% |
 AMZN AMAZON COM INC | 2.77% | $154.48 | $258.63 | +67.42% | Trimmed -0.14% |
Showing 1-10 of 73