Bell & Brown Wealth Advisors, LLC
Bell & Brown Wealth Advisors, LLC is a boutique SEC-registered investment adviser based in Newport Beach, California. Founded in 2017, the firm offers personalized financial advisory and investment management services. Serving primarily high-net-worth and other individual investors, they also have relationships with a small number of pooled investment vehicles and pension/profit-sharing plans. The firm employs a lean team, focusing on tailored financial planning and investment strategies to meet client goals.
Investment Strategy
Bell & Brown Wealth Advisors, LLC employs a diversified, research-driven investment approach with an emphasis on large-cap equities and portfolio allocation across sectors. Their strategy focuses on long-term capital appreciation for high-net-worth individuals and families. The firm actively manages discretionary accounts and constructs portfolios incorporating individual equities, including significant positions in companies such as LLY, AAPL, GOOGL, META, and MSFT, with a minority exposure to pooled vehicles and pension accounts. The firm aims to balance growth with risk management tailored to each client's objectives.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 6.34% | $17.7M | 64,338 | $111.63 | $275.65 | +$6.1M |
A AAPL | APPLE INC | 4.57% | $12.8M | 62,340 | $193.71 | $205.17 | -$984.3K |
M META | META PLATFORMS INC | 4.50% | $12.6M | 17,041 | $360.71 | $738.09 | +$2.6M |
G GOOGL | ALPHABET INC | 3.66% | $10.2M | 58,027 | $140.13 | $176.23 | +$1.1M |
G GS | GOLDMAN SACHS GROUP INC | 3.62% | $10.1M | 14,294 | $389.63 | $707.75 | +$2.2M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
T TGT | TARGET CORP | New | Put | $49.3K | 5 | $98.65 | $98.65 | +5 | +$49.3K |