Bell Investment Advisors
Latest statistics and disclosures from Bell Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GBIL, FNDX, TDTT, VMBS, TLT, and represent 40.95% of Bell Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: GSSC, GBIL, TLT, ISCF, TDTT, SCHX, VMBS, FNDF, ICSH, XLK.
- Started 61 new stock positions in VECO, TV, DGII, WTI, ACLX, HCM, ROAD, AER, SEM, PTGX.
- Reduced shares in these 10 stocks: IJR, SGOV, SCHC, MTUM, SPY, SCHB, QUAL, SCHA, SCHE, USMV.
- Sold out of its positions in ACVA, ACAD, AHCO, ALEX, MDRX, AVDX, SAM, CSGS, SYLD, CMRX.
- Bell Investment Advisors was a net buyer of stock by $3.9M.
- Bell Investment Advisors has $512M in assets under management (AUM), dropping by 4.98%.
- Central Index Key (CIK): 0001890149
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Portfolio Holdings for Bell Investment Advisors
Bell Investment Advisors holds 1910 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Bell Investment Advisors has 1910 total positions. Only the first 250 positions are shown.
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- Download the Bell Investment Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 10.3 | $53M | +7% | 521k | 100.89 |
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 9.6 | $49M | 726k | 67.39 |
|
|
| Flexshares Tr Iboxx 3r Targt (TDTT) | 7.9 | $40M | +4% | 1.7M | 23.75 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.6 | $39M | 851k | 45.61 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.7 | $29M | +10% | 306k | 94.62 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 4.3 | $22M | +2% | 614k | 35.61 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 4.1 | $21M | 371k | 57.03 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 3.7 | $19M | -5% | 102k | 187.35 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.6 | $18M | +3% | 297k | 62.06 |
|
| Vanguard Index Fds Value Etf (VTV) | 3.2 | $16M | 101k | 162.86 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.6 | $14M | 82k | 164.35 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.0 | $10M | 152k | 65.87 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.9 | $9.8M | +2% | 252k | 39.02 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.9 | $9.5M | -28% | 86k | 110.52 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.7 | $8.7M | +2% | 108k | 80.63 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 1.6 | $8.3M | 150k | 55.67 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.6 | $8.2M | -2% | 206k | 39.66 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.5 | $7.7M | 129k | 59.24 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.3 | $6.5M | -3% | 133k | 49.24 |
|
| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 1.3 | $6.4M | 181k | 35.47 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.2 | $6.4M | 124k | 51.60 |
|
|
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 1.2 | $6.1M | 219k | 27.76 |
|
|
| Apple (AAPL) | 1.0 | $5.0M | -2% | 29k | 171.48 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.8 | $4.2M | -4% | 151k | 28.07 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $3.9M | 21k | 182.61 |
|
|
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.7 | $3.7M | NEW | 57k | 65.55 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.7 | $3.6M | -38% | 101k | 35.80 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.6 | $3.2M | +7% | 55k | 57.54 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.5M | 5.2k | 480.73 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $2.3M | -9% | 27k | 83.58 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.4 | $2.2M | -8% | 23k | 99.43 |
|
| Ishares Tr International Sl (ISCF) | 0.4 | $2.2M | NEW | 66k | 32.98 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.1M | 14k | 152.26 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $2.0M | -6% | 21k | 93.19 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.4 | $1.9M | 49k | 38.47 |
|
|
| Microsoft Corporation (MSFT) | 0.4 | $1.8M | 4.4k | 420.72 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.3 | $1.8M | -3% | 62k | 28.23 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $1.7M | 15k | 116.84 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.5M | -10% | 21k | 72.63 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.3 | $1.4M | -2% | 60k | 23.46 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.4M | 6.1k | 228.58 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $1.4M | 24k | 57.47 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.4M | 9.1k | 150.93 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $1.4M | +10% | 19k | 70.88 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $1.2M | -17% | 49k | 25.25 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $1.2M | 30k | 40.27 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.2M | -38% | 2.3k | 523.04 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.2 | $1.2M | -3% | 54k | 21.72 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.1M | -19% | 19k | 61.05 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $1.1M | 1.2k | 903.56 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.0M | -6% | 20k | 50.17 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $848k | 3.5k | 239.78 |
|
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.2 | $846k | -3% | 20k | 42.80 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $764k | +158% | 15k | 50.56 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $729k | -5% | 6.3k | 114.96 |
|
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.1 | $727k | -6% | 6.9k | 105.86 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $696k | 7.1k | 97.53 |
|
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| Meta Platforms Cl A (META) | 0.1 | $653k | +2% | 1.3k | 485.59 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $652k | -2% | 8.2k | 79.91 |
|
| Intuit (INTU) | 0.1 | $644k | 990.00 | 650.00 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $616k | 4.2k | 145.51 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $603k | 1.4k | 443.92 |
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| Amazon (AMZN) | 0.1 | $578k | +9% | 3.2k | 180.38 |
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| Anthem (ELV) | 0.1 | $520k | 1.0k | 518.39 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $504k | 16k | 31.95 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.1 | $492k | 13k | 39.23 |
|
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| Procter & Gamble Company (PG) | 0.1 | $481k | -7% | 3.0k | 162.25 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $460k | +2% | 4.0k | 116.25 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $456k | 8.5k | 53.81 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $454k | +7% | 14k | 32.23 |
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| Chevron Corporation (CVX) | 0.1 | $452k | +7% | 2.9k | 157.76 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $441k | +4% | 8.7k | 50.60 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $413k | 3.8k | 107.60 |
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| Carrier Global Corporation (CARR) | 0.1 | $398k | 6.8k | 58.13 |
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| Abbvie (ABBV) | 0.1 | $376k | 2.1k | 182.10 |
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| Tesla Motors (TSLA) | 0.1 | $367k | -3% | 2.1k | 175.79 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $352k | 3.5k | 99.27 |
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| Merck & Co (MRK) | 0.1 | $352k | 2.7k | 131.95 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $350k | +2% | 1.8k | 191.87 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $346k | +2% | 3.2k | 108.31 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $321k | -22% | 1.6k | 200.30 |
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| Keysight Technologies (KEYS) | 0.1 | $320k | 2.0k | 156.38 |
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| Visa Com Cl A (V) | 0.1 | $298k | +2% | 1.1k | 279.08 |
|
| S&p Global (SPGI) | 0.1 | $288k | 677.00 | 425.45 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $277k | -9% | 1.2k | 225.00 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $277k | 4.1k | 67.13 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $260k | +2% | 3.8k | 68.80 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $254k | NEW | 1.2k | 208.27 |
|
| UnitedHealth (UNH) | 0.0 | $249k | -4% | 504.00 | 494.70 |
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| Nike CL B (NKE) | 0.0 | $244k | 2.6k | 93.98 |
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| Qualcomm (QCOM) | 0.0 | $244k | 1.4k | 169.30 |
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| Coca-Cola Company (KO) | 0.0 | $242k | +11% | 4.0k | 61.18 |
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| Eli Lilly & Co. (LLY) | 0.0 | $240k | +2% | 308.00 | 777.96 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $226k | +4% | 389.00 | 581.70 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $226k | 1.4k | 155.86 |
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| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.0 | $222k | -38% | 9.4k | 23.65 |
|
| Stryker Corporation (SYK) | 0.0 | $222k | 619.00 | 357.87 |
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| Tractor Supply Company (TSCO) | 0.0 | $219k | 837.00 | 261.72 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $216k | +2% | 449.00 | 481.57 |
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| Wells Fargo & Company (WFC) | 0.0 | $213k | 3.7k | 57.96 |
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| Abbott Laboratories (ABT) | 0.0 | $201k | +2% | 1.8k | 113.66 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $186k | 2.3k | 80.23 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $183k | 4.4k | 41.77 |
|
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| Broadcom (AVGO) | 0.0 | $180k | 136.00 | 1325.41 |
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| Netflix (NFLX) | 0.0 | $176k | +2% | 290.00 | 607.33 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $176k | 4.0k | 44.05 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $162k | 2.2k | 72.34 |
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| Advanced Micro Devices (AMD) | 0.0 | $158k | 873.00 | 180.49 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $157k | -94% | 1.6k | 100.71 |
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| Home Depot (HD) | 0.0 | $156k | +3% | 407.00 | 383.60 |
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| Emerson Electric (EMR) | 0.0 | $155k | -3% | 1.4k | 113.42 |
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| Johnson & Johnson (JNJ) | 0.0 | $153k | +68% | 970.00 | 158.19 |
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| Pfizer (PFE) | 0.0 | $152k | -7% | 5.5k | 27.75 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $148k | +1083% | 1.7k | 86.18 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $147k | 2.6k | 57.62 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $146k | 3.7k | 39.28 |
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| Expeditors International of Washington (EXPD) | 0.0 | $142k | 1.2k | 121.57 |
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| Intel Corporation (INTC) | 0.0 | $141k | 3.2k | 44.17 |
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| salesforce (CRM) | 0.0 | $138k | 457.00 | 301.18 |
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| Caterpillar (CAT) | 0.0 | $137k | +6% | 374.00 | 366.43 |
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| SYSCO Corporation (SYY) | 0.0 | $136k | -2% | 1.7k | 81.18 |
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| Target Corporation (TGT) | 0.0 | $136k | +4% | 766.00 | 177.11 |
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| Oracle Corporation (ORCL) | 0.0 | $135k | +3% | 1.1k | 125.61 |
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| General Electric Com New (GE) | 0.0 | $134k | +4% | 761.00 | 175.53 |
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| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $132k | 13k | 9.97 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $132k | 383.00 | 344.26 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $131k | 259.00 | 504.60 |
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| Synopsys (SNPS) | 0.0 | $123k | +3% | 215.00 | 571.50 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $122k | 232.00 | 526.84 |
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| Walt Disney Company (DIS) | 0.0 | $121k | +6% | 992.00 | 122.40 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $116k | -12% | 1.1k | 109.12 |
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| Cisco Systems (CSCO) | 0.0 | $116k | +14% | 2.3k | 49.91 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $115k | 461.00 | 249.66 |
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| Prologis (PLD) | 0.0 | $106k | +3% | 810.00 | 130.22 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $100k | 4.4k | 22.75 |
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| Costco Wholesale Corporation (COST) | 0.0 | $100k | +7% | 136.00 | 732.63 |
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| Honeywell International (HON) | 0.0 | $99k | -3% | 480.00 | 205.25 |
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| Valaris Cl A (VAL) | 0.0 | $98k | 1.3k | 75.26 |
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| ConocoPhillips (COP) | 0.0 | $97k | 764.00 | 127.28 |
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| Clorox Company (CLX) | 0.0 | $96k | 626.00 | 153.11 |
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| Cadence Design Systems (CDNS) | 0.0 | $94k | +2% | 301.00 | 311.28 |
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| Goldman Sachs (GS) | 0.0 | $93k | 222.00 | 417.69 |
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| Lamb Weston Hldgs (LW) | 0.0 | $93k | 869.00 | 106.53 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $90k | 1.6k | 57.57 |
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| Rockwell Automation (ROK) | 0.0 | $90k | 308.00 | 291.33 |
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| Empire St Rlty Op Unit Ltd Prt 250 (FISK) | 0.0 | $89k | 9.8k | 9.03 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $88k | +13% | 255.00 | 346.61 |
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| BlackRock (BLK) | 0.0 | $88k | 106.00 | 833.71 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $88k | -5% | 221.00 | 396.98 |
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| McDonald's Corporation (MCD) | 0.0 | $86k | -2% | 306.00 | 281.95 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $85k | 1.3k | 65.32 |
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| Bristol Myers Squibb (BMY) | 0.0 | $83k | +18% | 1.5k | 54.23 |
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| Amgen (AMGN) | 0.0 | $83k | 293.00 | 284.32 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $82k | +11% | 181.00 | 454.87 |
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| Danaher Corporation (DHR) | 0.0 | $82k | 328.00 | 249.72 |
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| American Express Company (AXP) | 0.0 | $82k | 359.00 | 227.69 |
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| At&t (T) | 0.0 | $81k | +3% | 4.6k | 17.60 |
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| Citigroup Com New (C) | 0.0 | $81k | 1.3k | 63.24 |
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| Linde SHS (LIN) | 0.0 | $80k | 172.00 | 464.33 |
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| Wal-Mart Stores (WMT) | 0.0 | $80k | +217% | 1.3k | 60.17 |
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| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.0 | $80k | +13% | 3.0k | 26.13 |
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| Verizon Communications (VZ) | 0.0 | $80k | 1.9k | 41.96 |
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| Gilead Sciences (GILD) | 0.0 | $76k | -2% | 1.0k | 73.25 |
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| Palo Alto Networks (PANW) | 0.0 | $75k | +3% | 264.00 | 284.13 |
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| Cummins (CMI) | 0.0 | $73k | -2% | 248.00 | 294.65 |
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| Analog Devices (ADI) | 0.0 | $71k | 360.00 | 197.79 |
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| International Business Machines (IBM) | 0.0 | $71k | +4% | 372.00 | 190.96 |
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| Zoetis Cl A (ZTS) | 0.0 | $71k | 419.00 | 169.21 |
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| Travelers Companies (TRV) | 0.0 | $70k | 305.00 | 230.10 |
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| Intercontinental Exchange (ICE) | 0.0 | $70k | 510.00 | 137.43 |
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| Booking Holdings (BKNG) | 0.0 | $69k | 19.00 | 3627.89 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $68k | -3% | 391.00 | 174.21 |
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| Applied Materials (AMAT) | 0.0 | $67k | 327.00 | 206.23 |
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| Kroger (KR) | 0.0 | $67k | -60% | 1.2k | 57.13 |
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| Eaton Corp SHS (ETN) | 0.0 | $65k | 208.00 | 312.68 |
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| Ishares Tr Broad Usd High (USHY) | 0.0 | $65k | -62% | 1.8k | 36.59 |
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| TJX Companies (TJX) | 0.0 | $65k | 638.00 | 101.42 |
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| Itt (ITT) | 0.0 | $65k | 475.00 | 136.03 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $63k | +5% | 158.00 | 399.09 |
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| Metropcs Communications (TMUS) | 0.0 | $63k | 385.00 | 163.22 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $63k | -53% | 1.1k | 58.11 |
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| American Intl Group Com New (AIG) | 0.0 | $61k | 786.00 | 78.17 |
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| W.W. Grainger (GWW) | 0.0 | $61k | 60.00 | 1017.30 |
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| Medtronic SHS (MDT) | 0.0 | $61k | -24% | 700.00 | 87.10 |
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| Gartner (IT) | 0.0 | $60k | 125.00 | 476.67 |
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| Altria (MO) | 0.0 | $59k | +3% | 1.4k | 43.62 |
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| Pepsi (PEP) | 0.0 | $59k | -53% | 337.00 | 175.01 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $58k | +124% | 463.00 | 125.96 |
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| Xylem (XYL) | 0.0 | $58k | 448.00 | 129.24 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $58k | 1.3k | 43.35 |
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| Uber Technologies (UBER) | 0.0 | $58k | +6% | 750.00 | 76.99 |
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| Super Micro Computer (SMCI) | 0.0 | $58k | 57.00 | 1010.04 |
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| Bank of America Corporation (BAC) | 0.0 | $56k | +17% | 1.5k | 37.92 |
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| Hp (HPQ) | 0.0 | $56k | +9% | 1.9k | 30.23 |
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| Chubb (CB) | 0.0 | $56k | -5% | 215.00 | 259.13 |
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| PNC Financial Services (PNC) | 0.0 | $56k | 344.00 | 161.60 |
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| Morgan Stanley Com New (MS) | 0.0 | $56k | +7% | 590.00 | 94.16 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $55k | 265.00 | 205.72 |
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| AFLAC Incorporated (AFL) | 0.0 | $54k | 634.00 | 85.86 |
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| Equinix (EQIX) | 0.0 | $54k | 66.00 | 819.29 |
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| Builders FirstSource (BLDR) | 0.0 | $53k | 252.00 | 208.55 |
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| Kenvue (KVUE) | 0.0 | $52k | -13% | 2.4k | 21.46 |
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| Us Bancorp Del Com New (USB) | 0.0 | $52k | 1.2k | 44.70 |
|
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| Moody's Corporation (MCO) | 0.0 | $52k | 131.00 | 393.03 |
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| Blackrock Etf Trust Ii Short Term Calif (CALY) | 0.0 | $51k | 1.0k | 50.28 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $51k | +6% | 2.9k | 17.73 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $50k | +8% | 119.00 | 418.02 |
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| Servicenow (NOW) | 0.0 | $50k | +8% | 65.00 | 762.40 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $49k | 17.00 | 2906.82 |
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| Phillips 66 (PSX) | 0.0 | $49k | 302.00 | 163.34 |
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| Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.0 | $48k | 1.5k | 32.87 |
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| Ford Motor Company (F) | 0.0 | $48k | +7% | 3.6k | 13.28 |
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| ConAgra Foods (CAG) | 0.0 | $48k | 1.6k | 29.64 |
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| Fiserv (FI) | 0.0 | $47k | 294.00 | 159.82 |
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| Loews Corporation (L) | 0.0 | $47k | 595.00 | 78.29 |
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| PPG Industries (PPG) | 0.0 | $46k | 319.00 | 144.90 |
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| Verisk Analytics (VRSK) | 0.0 | $46k | 196.00 | 235.73 |
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| Kla Corp Com New (KLAC) | 0.0 | $45k | 65.00 | 698.58 |
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| Tapestry (TPR) | 0.0 | $45k | +4% | 949.00 | 47.48 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $45k | 170.00 | 263.90 |
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| Deere & Company (DE) | 0.0 | $45k | 109.00 | 410.74 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $45k | -38% | 793.00 | 56.39 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $44k | +45% | 1.3k | 34.88 |
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| Starbucks Corporation (SBUX) | 0.0 | $44k | 482.00 | 91.39 |
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| MercadoLibre (MELI) | 0.0 | $44k | 29.00 | 1511.97 |
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| Automatic Data Processing (ADP) | 0.0 | $44k | 175.00 | 249.74 |
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| Cigna Corp (CI) | 0.0 | $43k | +11% | 119.00 | 363.19 |
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| Fortinet (FTNT) | 0.0 | $43k | +92% | 625.00 | 68.31 |
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| Colgate-Palmolive Company (CL) | 0.0 | $43k | 473.00 | 90.05 |
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| Williams-Sonoma (WSM) | 0.0 | $43k | 134.00 | 317.54 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $42k | +1370% | 1.1k | 39.81 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $42k | +10% | 162.00 | 259.55 |
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| Cme (CME) | 0.0 | $42k | -5% | 195.00 | 215.29 |
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| Lowe's Companies (LOW) | 0.0 | $42k | +5% | 164.00 | 254.73 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $41k | +7% | 318.00 | 128.40 |
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| Ameriprise Financial (AMP) | 0.0 | $41k | 93.00 | 438.44 |
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| General Motors Company (GM) | 0.0 | $41k | +39% | 897.00 | 45.35 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $41k | 397.00 | 102.42 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $41k | 197.00 | 205.98 |
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| Hershey Company (HSY) | 0.0 | $41k | 208.00 | 194.50 |
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| Roper Industries (ROP) | 0.0 | $40k | -2% | 72.00 | 560.85 |
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| Boeing Company (BA) | 0.0 | $40k | 208.00 | 192.99 |
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| Copa Holdings Sa Cl A (CPA) | 0.0 | $40k | +3% | 383.00 | 104.16 |
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| D.R. Horton (DHI) | 0.0 | $40k | +6% | 241.00 | 164.55 |
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| Trane Technologies SHS (TT) | 0.0 | $40k | 132.00 | 300.20 |
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| Arista Networks (ANET) | 0.0 | $39k | +8% | 135.00 | 289.99 |
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| Xcel Energy (XEL) | 0.0 | $39k | 727.00 | 53.75 |
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| Hca Holdings (HCA) | 0.0 | $39k | +9% | 117.00 | 333.54 |
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| Progressive Corporation (PGR) | 0.0 | $39k | +7% | 188.00 | 206.82 |
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| Principal Financial (PFG) | 0.0 | $39k | 449.00 | 86.31 |
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Past Filings by Bell Investment Advisors
SEC 13F filings are viewable for Bell Investment Advisors going back to 2021
- Bell Investment Advisors 2024 Q1 filed May 8, 2024
- Bell Investment Advisors 2023 Q4 filed Feb. 14, 2024
- Bell Investment Advisors 2023 Q3 filed Nov. 8, 2023
- Bell Investment Advisors 2023 Q2 filed Aug. 9, 2023
- Bell Investment Advisors 2023 Q1 filed May 10, 2023
- Bell Investment Advisors 2022 Q4 filed Feb. 9, 2023
- Bell Investment Advisors 2022 Q3 filed Nov. 9, 2022
- Bell Investment Advisors 2022 Q2 filed Aug. 12, 2022
- Bell Investment Advisors 2021 Q4 filed Feb. 14, 2022
- Bell Investment Advisors 2021 Q3 filed Nov. 12, 2021