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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 : 6     View All Holdings Currently Viewing:  Unchanged 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
   (NFLX)1 Year Chart         NFLX Netflix Inc 52 - $631.62 $868,000 1,429 0.37% 172,000 0 0    Music & Video Stores
   (IOSP)1 Year Chart         IOSP Innospec Inc 54 - $128.41 $673,000 5,216 0.29% 30,000 0 0.021    Specialty Chemicals
   (GOOG)1 Year Chart         GOOG Alphabet Inc 55 - $175.13 $624,000 4,095 0.27% 47,000 0 0    Search Engines & Info...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 56 - $409.53 $592,000 1,408 0.25% 90,000 0 0    Property & Casualty I...
   (EIX)1 Year Chart         EIX Edison International 60 - $76.52 $362,000 5,112 0.15% -3,000 0 0.001    Electric Utilities
   (V)1 Year Chart         V Visa Inc 64 - $272.42 $227,000 814 0.1% 15,000 0 0    Business Services

      6 Records Found
  1    
Page 1 of 1
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