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  Name: Bell & Brown Wealth Advisors LLC
  City: Newport Beach
  State: CA
  Zip: 92660
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $233,626,000
  Total Value Change : $18,423,000
  Securities Held Change : -5
   
All Securities Held : 68
  New Positions : 0
  Closed Positions : 5
  Increased Positions : 19
  Unchanged Positions : 6
  Decreased Positions : 43

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (OAS)1 Year Chart         OAS Oasis Petroleum Inc. 71 Closed $173.03 $0 0 0% -292,000 -1,755 0    Oil & Gas Drilling & ...
   (RIVN)1 Year Chart         RIVN Rivian Automotive, Inc. / De 70 Closed $0.00 $0 0 0% -233,000 -9,940 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 69 Closed $454.37 $0 0 0% -293,000 -715 0    Closed - End Fund - Debt
   (DGX)1 Year Chart         DGX Quest Diagnostics Inc 73 Closed $141.57 $0 0 0% -230,000 -1,665 0    Medical Laboratories ...
   (LYB)1 Year Chart         LYB LyondellBasell Industries N.V. 72 Closed $94.43 $0 0 0% -1,066,000 -11,208 0    Specialty Chemicals

      5 Records Found
  1    
Page 1 of 1
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