MondegarAI
Bell & Brown Wealth Advisors, LLC

Q2 2025 · 13F-HR

Bell & Brown Wealth Advisors, LLCholdings as filed

Filed 2025-07-29 · accession 0001172661-25-002772

$279.7M
Reported value
70
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
11135F101AVGOBROADCOM INC$17.7M6.34%64,338CommonSOLE
037833100AAPLAPPLE INC$12.8M4.57%62,340CommonSOLE
30303M102METAMETA PLATFORMS INC$12.6M4.50%17,041CommonSOLE
02079K305GOOGLALPHABET INC$10.2M3.66%58,027CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$10.1M3.62%14,294CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$9.9M3.52%33,983CommonSOLE
532457108LLYELI LILLY & CO$9.8M3.51%12,577CommonSOLE
023135106AMZNAMAZON COM INC$8.3M2.97%37,973CommonSOLE
594918104MSFTMICROSOFT CORP$8.0M2.88%16,191CommonSOLE
30231G102XOMEXXON MOBIL CORP$8.0M2.86%74,309CommonSOLE
097023105BABOEING CO$7.7M2.74%36,571CommonSOLE
949746101WMT2WELLS FARGO CO NEW$7.3M2.61%91,211CommonSOLE
747525103QCOMQUALCOMM INC$7.2M2.58%45,500CommonSOLE
90384S303ULTAULTA BEAUTY INC$6.8M2.42%14,482CommonSOLE
68389X105ORCLORACLE CORP$6.7M2.38%30,446CommonSOLE
254687106DISDISNEY WALT CO$6.7M2.38%53,675CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6.2M2.22%6,252CommonSOLE
91913Y100VLOVALERO ENERGY CORP$5.7M2.05%42,640CommonSOLE
931142103WMTWALMART INC$5.6M2.02%57,686CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$5.5M1.96%73,885CommonSOLE
969904101WSMWILLIAMS SONOMA INC$5.1M1.81%31,008CommonSOLE
025816109AXPAMERICAN EXPRESS CO$4.7M1.67%14,661CommonSOLE
31428X106FDXFEDEX CORP$4.7M1.67%20,470CommonSOLE
78463V107GLDSPDR GOLD TR$4.6M1.64%15,065CommonSOLE
855244109SBUXSTARBUCKS CORP$4.5M1.59%48,572CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$4.4M1.58%39,013CommonSOLE
166764100CVXCHEVRON CORP NEW$4.2M1.51%29,412CommonSOLE
88160R101TSLATESLA INC$4.2M1.49%13,136CommonSOLE
75513E101RTXRTX CORPORATION$3.9M1.40%26,822CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$3.7M1.33%17,503CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$3.6M1.30%86,968CommonSOLE
437076102HDHOME DEPOT INC$3.5M1.26%9,611CommonSOLE
58933Y105MRKMERCK & CO INC$3.4M1.23%43,539CommonSOLE
969457100WMBWILLIAMS COS INC$3.2M1.15%51,256CommonSOLE
191216100KOCOCA COLA CO$3.2M1.15%45,285CommonSOLE
580135101MCDMCDONALDS CORP$3.1M1.12%10,721CommonSOLE
031162100AMGNAMGEN INC$3.1M1.12%11,134CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.9M1.03%18,067CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.8M1.00%30,051CommonSOLE
172967424CCITIGROUP INC$2.6M0.94%30,969CommonSOLE
713448108PEPPEPSICO INC$2.6M0.94%19,948CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$2.5M0.90%36,710CommonSOLE
654106103NKENIKE INC$2.4M0.86%33,840CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.2M0.80%17,293CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.0M0.70%42,467CommonSOLE
87612E106TGTTARGET CORP$1.9M0.70%19,785CommonSOLE
22052L104CTVACORTEVA INC$1.9M0.69%25,781CommonSOLE
64110L106NFLXNETFLIX INC$1.8M0.63%1,343CommonSOLE
G8726T105TKTEEKAY CORPORATION LTD$1.7M0.59%200,653CommonSOLE
550021109LULULULULEMON ATHLETICA INC$1.6M0.56%6,580CommonSOLE
150870103CECELANESE CORP DEL$1.5M0.54%27,167CommonSOLE
548661107LOWLOWES COS INC$1.2M0.43%5,449CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.1M0.40%7,065CommonSOLE
369604301GEGE AEROSPACE$1.0M0.36%3,939CommonSOLE
02079K107GOOGALPHABET INC$762,3250.27%4,348CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$706,9550.25%1,450CommonSOLE
617446448MSMORGAN STANLEY$637,8340.23%4,528CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$582,6510.21%1,144CommonSOLE
260557103DOWDOW INC$445,7150.16%16,831CommonSOLE
36828A101GEVGE VERNOVA INC$432,3160.15%817CommonSOLE
45768S105IOSPINNOSPEC INC$417,5910.15%4,966CommonSOLE
92826C839VVISA INC$337,0070.12%949CommonSOLE
46090E103QQQINVESCO QQQ TR$267,1770.10%484CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$242,2510.09%484CommonSOLE
478160104JNJJOHNSON & JOHNSON$219,8520.08%1,439CommonSOLE
281020107EIXEDISON INTL$212,1790.08%4,112CommonSOLE
45256X103IBRXIMMUNITYBIO INC$205,2600.07%77,750CommonSOLE
060505104BACBANK AMERICA CORP$201,0800.07%4,249CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$184,6660.07%13,440CommonSOLE
87612E106TGTTARGET CORP$49,3250.02%500PUTSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.