Bell & Brown Wealth Advisors, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Bell & Brown Wealth Advisors, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | AVGO | BROADCOM INC | 5.46% | 16.843 M $ | 54419 | 2023/12/31 | -2.091 M $ | -10.57 % |
| 2026/03/31 | AAPL | APPLE INC | 5.15% | 15.873 M $ | 62545 | 2023/12/31 | -1.125 M $ | -6.65 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 4.96% | 15.286 M $ | 53158 | 2023/12/31 | -1.402 M $ | -8.13 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 4.12% | 12.715 M $ | 74942 | 2023/12/31 | 3.700 M $ | 40.98 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 3.64% | 11.217 M $ | 12196 | 2023/12/31 | -1.960 M $ | -14.42 % |
| 2026/03/31 | GS | GOLDMAN SACHS GROUP INC | 3.46% | 10.672 M $ | 12614 | 2023/12/31 | -436.722 K $ | -3.76 % |
| 2026/03/31 | VLO | VALERO ENERGY CORP | 3.40% | 10.481 M $ | 42419 | 2023/12/31 | 3.634 M $ | 51.78 % |
| 2026/03/31 | META | META PLATFORMS INC | 3.09% | 9.538 M $ | 16198 | 2023/12/31 | -1.446 M $ | -13.33 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 3.09% | 9.515 M $ | 32348 | 2023/12/31 | -920.311 K $ | -8.71 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 2.59% | 7.990 M $ | 38366 | 2023/12/31 | -856.854 K $ | -9.77 % |
| 2026/03/31 | FDX | FEDEX CORP | 2.44% | 7.533 M $ | 21149 | 2023/12/31 | 1.434 M $ | 23.31 % |
| 2026/03/31 | BA | BOEING CO | 2.37% | 7.300 M $ | 36676 | 2023/12/31 | -655.997 K $ | -8.33 % |
| 2026/03/31 | WMT | WALMART INC | 2.30% | 7.100 M $ | 57127 | 2023/12/31 | 740.501 K $ | 11.55 % |
| 2026/03/31 | TSLA | TESLA INC | 2.22% | 6.843 M $ | 18407 | 2023/12/31 | -1.074 M $ | -17.34 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 2.13% | 6.557 M $ | 6580 | 2023/12/31 | 866.221 K $ | 15.55 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 2.07% | 6.375 M $ | 30811 | 2023/12/31 | 1.663 M $ | 35.75 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 2.05% | 6.324 M $ | 14696 | 2023/12/31 | 503.413 K $ | 8.57 % |
| 2026/03/31 | OXY | OCCIDENTAL PETE CORP | 1.95% | 6.025 M $ | 92687 | 2023/12/31 | 2.221 M $ | 58.07 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 1.91% | 5.888 M $ | 15905 | 2023/12/31 | -1.723 M $ | -23.46 % |
| 2026/03/31 | QCOM | QUALCOMM INC | 1.89% | 5.822 M $ | 45059 | 2023/12/31 | -1.931 M $ | -24.71 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 1.77% | 5.448 M $ | 56421 | 2023/12/31 | -957.058 K $ | -15.29 % |
| 2026/03/31 | WSM | WILLIAMS SONOMA INC | 1.72% | 5.296 M $ | 29049 | 2023/12/31 | 111.309 K $ | 2.09 % |
| 2026/03/31 | MRK | MERCK & CO INC | 1.70% | 5.234 M $ | 43512 | 2023/12/31 | 653.820 K $ | 14.28 % |
| 2026/03/31 | RTX | RTX CORPORATION | 1.63% | 5.037 M $ | 26113 | 2023/12/31 | 249.897 K $ | 5.18 % |
| 2026/03/31 | WFC | WELLS FARGO & CO | 1.61% | 4.949 M $ | 62169 | 2023/12/31 | -927.843 K $ | -14.58 % |
| 2026/03/31 | ORCL | ORACLE CORP | 1.50% | 4.630 M $ | 31476 | 2023/12/31 | -1.470 M $ | -24.52 % |
| 2026/03/31 | BABA | ALIBABA GROUP HLDG LTD | 1.48% | 4.554 M $ | 36297 | 2023/12/31 | -789.360 K $ | -14.41 % |
| 2026/03/31 | SBUX | STARBUCKS CORP | 1.47% | 4.523 M $ | 50489 | 2023/12/31 | 269.737 K $ | 6.39 % |
| 2026/03/31 | AXP | AMERICAN EXPRESS CO | 1.40% | 4.321 M $ | 14284 | 2023/12/31 | -985.061 K $ | -18.24 % |
| 2026/03/31 | ULTA | ULTA BEAUTY INC | 1.33% | 4.095 M $ | 7834 | 2023/12/31 | -1.095 M $ | -13.60 % |
| 2026/03/31 | AMGN | AMGEN INC | 1.29% | 3.975 M $ | 11268 | 2023/12/31 | 277.351 K $ | 7.50 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 1.28% | 3.948 M $ | 41056 | 2023/12/31 | 43.414 K $ | 2.55 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 1.21% | 3.724 M $ | 13764 | 2025/12/31 | -104.457 K $ | -18.03 % |
| 2026/03/31 | WMB | WILLIAMS COS INC | 1.20% | 3.693 M $ | 50741 | 2023/12/31 | 648.463 K $ | 21.08 % |
| 2026/03/31 | PYPL | PAYPAL HLDGS INC | 1.19% | 3.655 M $ | 80803 | 2023/12/31 | -1.027 M $ | -22.53 % |
| 2026/03/31 | C | CITIGROUP INC | 1.16% | 3.591 M $ | 31660 | 2023/12/31 | -103.828 K $ | -2.81 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 1.15% | 3.550 M $ | 11424 | 2023/12/31 | 58.457 K $ | 1.69 % |
| 2026/03/31 | KO | COCA COLA CO | 1.15% | 3.543 M $ | 46582 | 2023/12/31 | 286.074 K $ | 8.78 % |
| 2026/03/31 | PEP | PEPSICO INC | 1.08% | 3.319 M $ | 21371 | 2023/12/31 | 246.251 K $ | 8.20 % |
| 2026/03/31 | HD | HOME DEPOT INC | 1.06% | 3.280 M $ | 9974 | 2023/12/31 | -149.651 K $ | -4.42 % |
| 2026/03/31 | COF | CAPITAL ONE FINL CORP | 1.01% | 3.099 M $ | 16988 | 2025/06/30 | -1.024 M $ | -24.73 % |
| 2026/03/31 | NKE | NIKE INC | 0.95% | 2.929 M $ | 55446 | 2023/12/31 | -391.353 K $ | -17.09 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.89% | 2.753 M $ | 19061 | 2023/12/31 | 20.944 K $ | 0.79 % |
| 2026/03/31 | CE | CELANESE CORP DEL | 0.85% | 2.617 M $ | 39792 | 2023/12/31 | 730.351 K $ | 55.56 % |
| 2026/03/31 | BMY | BRISTOL-MYERS SQUIBB CO | 0.82% | 2.538 M $ | 41839 | 2023/12/31 | 280.316 K $ | 12.44 % |
| 2026/03/31 | Q | QNITY ELECTRONICS INC | 0.79% | 2.425 M $ | 21020 | 2025/12/31 | 683.268 K $ | 41.31 % |
| 2026/03/31 | TK | TEEKAY CORPORATION LTD | 0.78% | 2.417 M $ | 197968 | 2024/12/31 | 628.005 K $ | 35.22 % |
| 2026/03/31 | TGT | TARGET CORP | 0.76% | 2.328 M $ | 19197 | 2023/12/31 | 468.155 K $ | 23.99 % |
| 2026/03/31 | UBER | UBER TECHNOLOGIES INC | 0.75% | 2.300 M $ | 31977 | 2024/12/31 | -297.351 K $ | -11.97 % |
| 2026/03/31 | DD | DUPONT DE NEMOURS INC | 0.64% | 1.987 M $ | 43381 | 2023/12/31 | 227.107 K $ | 13.93 % |
| 2026/03/31 | KMB | KIMBERLY-CLARK CORP | 0.59% | 1.827 M $ | 18935 | 2023/12/31 | -73.897 K $ | -4.38 % |
| 2026/03/31 | LOW | LOWES COS INC | 0.42% | 1.298 M $ | 5494 | 2023/12/31 | -26.713 K $ | -2.02 % |
| 2026/03/31 | CTVA | CORTEVA INC | 0.40% | 1.235 M $ | 14754 | 2023/12/31 | 382.805 K $ | 24.88 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.37% | 1.147 M $ | 3999 | 2023/12/31 | -108.271 K $ | -8.58 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.33% | 1.023 M $ | 3606 | 2023/12/31 | -88.257 K $ | -7.88 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.31% | 951.850 K $ | 5458 | 2023/12/31 | -75.782 K $ | -6.49 % |
| 2026/03/31 | MS | MORGAN STANLEY | 0.24% | 754.624 K $ | 4585 | 2023/12/31 | -59.175 K $ | -7.30 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.21% | 652.670 K $ | 1362 | 2023/12/31 | -32.642 K $ | -4.67 % |
| 2026/03/31 | IBRX | IMMUNITYBIO INC | 0.19% | 575.634 K $ | 75050 | 2023/12/31 | 470.278 K $ | 287.37 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.17% | 528.977 K $ | 606 | 2024/09/30 | 167.129 K $ | 33.56 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.15% | 452.722 K $ | 1852 | 2025/03/31 | 60.846 K $ | 18.12 % |
| 2026/03/31 | CRWD | CROWDSTRIKE HLDGS INC | 0.14% | 425.156 K $ | 1089 | 2024/09/30 | -77.488 K $ | -16.71 % |
| 2026/03/31 | IOSP | INNOSPEC INC | 0.12% | 362.617 K $ | 4966 | 2023/12/31 | -17.480 K $ | -4.60 % |
| 2026/03/31 | AMD | ADVANCED MICRO DEVICES INC | 0.11% | 336.677 K $ | 1655 | 2025/09/30 | -17.736 K $ | -5.01 % |
| 2026/03/31 | NOC | NORTHROP GRUMMAN CORP | 0.11% | 331.191 K $ | 485 | 2023/12/31 | 54.334 K $ | 19.64 % |
| 2026/03/31 | V | VISA INC | 0.10% | 293.057 K $ | 970 | 2023/12/31 | -46.967 K $ | -13.81 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.08% | 239.716 K $ | 415 | 2023/12/31 | -15.223 K $ | -6.04 % |
| 2026/03/31 | COP | CONOCOPHILLIPS | 0.07% | 204.468 K $ | 1549 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DOW | DOW INC | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SHOP | SHOPIFY INC | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | LULU | LULULEMON ATHLETICA INC | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NUE | NUCOR CORP | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |