Bell & Brown Wealth Advisors LLC

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Assets, Funds, Holdings

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Bell & Brown Wealth Advisors LLC
CRD #175419
SEC #801-96196
CIK #1725362
AUM $202.2 MM (94% Disc, 100% US)
Employees3 (67% Investors, 0% Brokers)
Phone949-396-1088
Address14 Corporate Plaza
Newport Beach, CA 92660
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
BA 226,000.0 5.2
AAPL 843,560.0 4.4
FDX 46,060.0 2.7
WFC 226,380.0 2.6
JPM 341,670.0 2.6
DIS 171,070.0 2.5
QCOM 65,780.0 2.5
TGT 39,490.0 2.1
M 7,250.0 2.0
GM 54,430.0 1.9
View All
Holdings by Sector ($BB)
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