Asset Manager
← All Institutions
Bell & Brown Wealth Advisors, LLC
Market Value
$0
-100.0%
Holdings
71
-4
New Purchases
0
Added To
0
Closed
71
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 39 | $0 | 0% |
| Large Cap | 28 | $0 | 0% |
| Mid Cap | 2 | $0 | 0% |
| Small Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$646.2B
Median Market Cap
$214.5B
Avg P/E
35.6
Median P/E
25.2
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
69
# ETFs / Funds
2
Top Holdings (71 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HD | —% | — | — | — | -$3M | -9,839 | -100.0% | SOLD |
| 2 | FDX | —% | — | — | — | -$6M | -21,307 | -100.0% | SOLD |
| 3 | UBER | —% | — | — | — | -$2M | -30,404 | -100.0% | SOLD |
| 4 | Q | —% | — | — | — | -$2M | -20,257 | -100.0% | SOLD |
| 5 | BMY | —% | — | — | — | -$2M | -41,776 | -100.0% | SOLD |
| 6 | XOM | —% | — | — | — | -$9M | -75,017 | -100.0% | SOLD |
| 7 | GE | —% | — | — | — | -$1M | -3,638 | -100.0% | SOLD |
| 8 | MS | —% | — | — | — | -$811K | -4,566 | -100.0% | SOLD |
| 9 | GEV | —% | — | — | — | -$498K | -762 | -100.0% | SOLD |
| 10 | CVX | —% | — | — | — | -$5M | -30,512 | -100.0% | SOLD |
| 11 | WSM | —% | — | — | — | -$5M | -29,762 | -100.0% | SOLD |
| 12 | AXP | —% | — | — | — | -$5M | -14,600 | -100.0% | SOLD |
| 13 | CE | —% | — | — | — | -$1M | -31,092 | -100.0% | SOLD |
| 14 | WMB | —% | — | — | — | -$3M | -51,181 | -100.0% | SOLD |
| 15 | KO | —% | — | — | — | -$3M | -46,592 | -100.0% | SOLD |
| 16 | LOW | —% | — | — | — | -$1M | -5,474 | -100.0% | SOLD |
| 17 | NKE | —% | — | — | — | -$2M | -35,937 | -100.0% | SOLD |
| 18 | GS | —% | — | — | — | -$12M | -13,230 | -100.0% | SOLD |
| 19 | MRK | —% | — | — | — | -$5M | -43,501 | -100.0% | SOLD |
| 20 | DD | —% | — | — | — | -$2M | -40,555 | -100.0% | SOLD |
| 21 | DOW | —% | — | — | — | -$262K | -11,199 | -100.0% | SOLD |
| 22 | JPM | —% | — | — | — | -$11M | -32,798 | -100.0% | SOLD |
| 23 | PG | —% | — | — | — | -$3M | -18,535 | -100.0% | SOLD |
| 24 | CTVA | —% | — | — | — | -$2M | -22,950 | -100.0% | SOLD |
| 25 | V | —% | — | — | — | -$340K | -969 | -100.0% | SOLD |
| 26 | LLY | —% | — | — | — | -$14M | -12,651 | -100.0% | SOLD |
| 27 | DIS | —% | — | — | — | -$6M | -55,035 | -100.0% | SOLD |
| 28 | QCOM | —% | — | — | — | -$8M | -45,676 | -100.0% | SOLD |
| 29 | MCD | —% | — | — | — | -$3M | -11,329 | -100.0% | SOLD |
| 30 | OXY | —% | — | — | — | -$4M | -93,009 | -100.0% | SOLD |
| 31 | NUE | —% | — | — | — | -$207K | -1,269 | -100.0% | SOLD |
| 32 | TK | —% | — | — | — | -$2M | -197,486 | -100.0% | SOLD |
| 33 | JNJ | —% | — | — | — | -$336K | -1,623 | -100.0% | SOLD |
| 34 | COF | —% | — | — | — | -$4M | -17,080 | -100.0% | SOLD |
| 35 | VLO | —% | — | — | — | -$7M | -43,114 | -100.0% | SOLD |
| 36 | BA | —% | — | — | — | -$8M | -36,263 | -100.0% | SOLD |
| 37 | SBUX | —% | — | — | — | -$4M | -50,137 | -100.0% | SOLD |
| 38 | RTX | —% | — | — | — | -$5M | -26,305 | -100.0% | SOLD |
| 39 | TGT | —% | — | — | — | -$2M | -19,964 | -100.0% | SOLD |
| 40 | NOC | —% | — | — | — | -$277K | -485 | -100.0% | SOLD |
| 41 | IBRX | —% | — | — | — | -$164K | -82,650 | -100.0% | SOLD |
| 42 | COST | —% | — | — | — | -$6M | -6,460 | -100.0% | SOLD |
| 43 | AMD | —% | — | — | — | -$354K | -1,653 | -100.0% | SOLD |
| 44 | AMZN | —% | — | — | — | -$9M | -37,998 | -100.0% | SOLD |
| 45 | LULU | —% | — | — | — | -$1M | -5,652 | -100.0% | SOLD |
| 46 | QQQ | —% | — | — | — | -$252K | -410 | -100.0% | SOLD |
| 47 | IOSP | —% | — | — | — | -$380K | -4,966 | -100.0% | SOLD |
| 48 | KMB | —% | — | — | — | -$2M | -16,719 | -100.0% | SOLD |
| 49 | CRWD | —% | — | — | — | -$464K | -989 | -100.0% | SOLD |
| 50 | META | —% | — | — | — | -$11M | -16,437 | -100.0% | SOLD |
| 51 | AMGN | —% | — | — | — | -$4M | -11,302 | -100.0% | SOLD |
| 52 | C | —% | — | — | — | -$4M | -31,655 | -100.0% | SOLD |
| 53 | PEP | —% | — | — | — | -$3M | -20,922 | -100.0% | SOLD |
| 54 | SHOP | —% | — | — | — | -$234K | -1,455 | -100.0% | SOLD |
| 55 | NVDA | —% | — | — | — | -$1M | -6,263 | -100.0% | SOLD |
| 56 | ULTA | —% | — | — | — | -$8M | -13,303 | -100.0% | SOLD |
| 57 | WMT | —% | — | — | — | -$6M | -57,537 | -100.0% | SOLD |
| 58 | AVGO | —% | — | — | — | -$20M | -57,156 | -100.0% | SOLD |
| 59 | GOOGL | —% | — | — | — | -$17M | -55,092 | -100.0% | SOLD |
| 60 | GOOG | —% | — | — | — | -$1M | -4,019 | -100.0% | SOLD |
| 61 | GLD | —% | — | — | — | -$6M | -14,815 | -100.0% | SOLD |
| 62 | MSFT | —% | — | — | — | -$7M | -15,183 | -100.0% | SOLD |
| 63 | UNH | —% | — | — | — | -$579K | -1,755 | -100.0% | SOLD |
| 64 | AAPL | —% | — | — | — | -$17M | -62,246 | -100.0% | SOLD |
| 65 | TSLA | —% | — | — | — | -$6M | -13,776 | -100.0% | SOLD |
| 66 | PYPL | —% | — | — | — | -$5M | -78,067 | -100.0% | SOLD |
| 67 | NFLX | —% | — | — | — | -$2M | -18,165 | -100.0% | SOLD |
| 68 | BRK-B | —% | — | — | — | -$700K | -1,392 | -100.0% | SOLD |
| 69 | ORCL | —% | — | — | — | -$6M | -30,745 | -100.0% | SOLD |
| 70 | BABA | —% | — | — | — | -$5M | -37,375 | -100.0% | SOLD |
| 71 | WFC | —% | — | — | — | -$6M | -68,274 | -100.0% | SOLD |