Long-term investor
Bell & Brown Wealth Advisors, LLC @bellbrownwealthadvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001725362).
Record
- Tracked since 2025-06-30 (445 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +5.7% · 6 months n/a · 1 year +17.8% · all +17.8%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 5.8% · long · since 2025-06-30
- GOOGL · 5.6% · long · since 2025-06-30
- AAPL · 5.4% · long · since 2025-06-30
- LLY · 4.4% · long · since 2025-06-30
- GS · 3.8% · long · since 2025-06-30
- VLO · 3.2% · long · since 2025-06-30
- JPM · 3.2% · long · since 2025-06-30
- XOM · 3.1% · long · since 2025-06-30
- META · 2.8% · long · since 2025-06-30
- AMZN · 2.8% · long · since 2025-06-30
- TSLA · 2.7% · long · since 2025-06-30
- QCOM · 2.5% · long · since 2025-06-30