SEC Form 13F

Bell & Brown Wealth Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$330,124,524
Positions73

Largest disclosed positions

IssuerTickerClassReported valueReported amount
BROADCOM INCAVGOCOM$19,021,16150,354
ALPHABET INCGOOGLCAP STK CL A$18,535,36551,866
APPLE INCAAPLCOM$17,977,47062,128
ELI LILLY & COLLYCOM$14,406,86512,011
GOLDMAN SACHS GROUP INCGSCOM$12,583,75412,442
VALERO ENERGY CORPVLOCOM$10,603,23540,713
JPMORGAN CHASE & COJPMCOM$10,513,82432,120
EXXON MOBIL CORPXOMCOM$10,126,27874,066
META PLATFORMS INCMETACL A$9,149,35916,243
AMAZON COM INCAMZNCOM$9,131,75938,314

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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