Bell & Brown Wealth Advisors, LLC - Portfolio overview

Bell & Brown Wealth Advisors, LLC has 75 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AVGO - BROADCOM INC, 6.35%
2. GOOGL - ALPHABET INC, 5.53%
3. AAPL - APPLE INC, 5.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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