0001085146-18-001202.txt : 20180502
0001085146-18-001202.hdr.sgml : 20180502
20180502090106
ACCESSION NUMBER: 0001085146-18-001202
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180502
DATE AS OF CHANGE: 20180502
EFFECTIVENESS DATE: 20180502
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Bell & Brown Wealth Advisors, LLC
CENTRAL INDEX KEY: 0001725362
IRS NUMBER: 473824203
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18402
FILM NUMBER: 18797711
BUSINESS ADDRESS:
STREET 1: 14 CORPORATE PLAZA
STREET 2: SUITE 100
CITY: NEWPORT BEACH
STATE: CA
ZIP: 92660
BUSINESS PHONE: 949-396-1088
MAIL ADDRESS:
STREET 1: 14 CORPORATE PLAZA
STREET 2: SUITE 100
CITY: NEWPORT BEACH
STATE: CA
ZIP: 92660
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001725362
XXXXXXXX
03-31-2018
03-31-2018
false
Bell & Brown Wealth Advisors, LLC
14 Corporate Plaza
Suite 100
Newport Beach
CA
92660
13F HOLDINGS REPORT
028-18402
N
Gerardo Martinez
Regulatory Consultant
310-275-7300
/s/ Gerardo Martinez
Beverly Hills
CA
05-01-2018
0
85
94998
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ADVANCE AUTO PARTS INC
COM
00751Y106
849
7475
SH
DFND
7475
0
0
ALCOA CORP
COM
013872106
701
13692
SH
DFND
13692
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
1645
9194
SH
DFND
9194
0
0
ALPHABET INC
CAP STK CL A
02079K305
738
726
SH
DFND
726
0
0
AMERICAN EXPRESS CO
COM
025816109
1661
16910
SH
DFND
16910
0
0
AMGEN INC
COM
031162100
1528
8963
SH
DFND
8963
0
0
APPLE INC
COM
037833100
4195
25116
SH
DFND
25116
0
0
ARCHROCK INC
COM
03957W106
135
13160
SH
DFND
13160
0
0
ARCONIC INC
COM
03965L100
309
17092
SH
DFND
17092
0
0
AT&T INC
COM
00206R102
1254
38361
SH
DFND
38361
0
0
BANK AMER CORP
COM
060505104
748
25168
SH
DFND
25168
0
0
BARCLAYS PLC
ADR
06738E204
776
67975
SH
DFND
67975
0
0
BOARDWALK PIPELINE PARTNERS
UT LTD PARTNER
096627104
413
36973
SH
DFND
36973
0
0
BOEING CO
COM
097023105
5392
16408
SH
DFND
16408
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
1441
27856
SH
DFND
27856
0
0
CELANESE CORP DEL
COM SER A
150870103
1275
12200
SH
DFND
12200
0
0
CELGENE CORP
COM
151020104
1433
16300
SH
DFND
16300
0
0
CHEVRON CORP NEW
COM
166764100
1767
14283
SH
DFND
14283
0
0
CISCO SYS INC
COM
17275R102
979
22185
SH
DFND
22185
0
0
CITIGROUP INC
COM NEW
172967424
820
12044
SH
DFND
12044
0
0
COCA COLA CO
COM
191216100
832
19515
SH
DFND
19515
0
0
CREDIT SUISSE GROUP
SPONSORED ADR
225401108
1006
60175
SH
DFND
60175
0
0
DIREXION SHS ETF TR
ZACKS MLP HG INC
25459Y298
816
55300
SH
DFND
55300
0
0
DISCOVER FINL SVCS
COM
254709108
1330
18775
SH
DFND
18775
0
0
DISNEY WALT CO
COM DISNEY
254687106
2426
24305
SH
DFND
24305
0
0
DOWDUPONT INC
COM
26078J100
827
13277
SH
DFND
13277
0
0
EBAY INC
COM
278642103
571
15089
SH
DFND
15089
0
0
EXXON MOBIL CORP
COM
30231G102
1674
21885
SH
DFND
21885
0
0
FACEBOOK INC
CL A
30303M102
1450
8410
SH
DFND
8410
0
0
FEDEX CORP
COM
31428X106
2648
10761
SH
DFND
10761
0
0
FORD MTR CO DEL
COM PAR $0.01
345370860
331
29372
SH
DFND
29372
0
0
FOUNDATION BLDG MATLS INC
COM
350392106
638
46000
SH
DFND
46000
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
510
33701
SH
DFND
33701
0
0
GENERAL ELECTRIC CO
COM
369604103
1145
82610
SH
DFND
82610
0
0
GENERAL MTRS CO
COM
37045V100
1760
47873
SH
DFND
47873
0
0
GILEAD SCIENCES INC
COM
375558103
1354
18685
SH
DFND
18685
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
1521
6450
SH
DFND
6450
0
0
HOME DEPOT INC
COM
437076102
278
1521
SH
DFND
1521
0
0
HUNTINGTON BANCSHARES INC
COM
446150104
586
39708
SH
DFND
39708
0
0
INNOSPEC INC
COM
45768S105
718
10060
SH
DFND
10060
0
0
INTEL CORP
COM
458140100
1278
24576
SH
DFND
24576
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
1062
7396
SH
DFND
7396
0
0
JOHNSON & JOHNSON
COM
478160104
1363
10810
SH
DFND
10810
0
0
JPMORGAN CHASE & CO
COM
46625H100
2575
23866
SH
DFND
23866
0
0
LEAR CORP
COM NEW
521865204
523
2800
SH
DFND
2800
0
0
LILLY ELI & CO
COM
532457108
1506
18712
SH
DFND
18712
0
0
LOWES COS INC
COM
548661107
278
3385
SH
DFND
3385
0
0
LULULEMON ATHLETICA INC
COM
550021109
1815
18250
SH
DFND
18250
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
511
4860
SH
DFND
4860
0
0
MACYS INC
COM
55616P104
2195
70313
SH
DFND
70313
0
0
MARTIN MIDSTREAM PRTNRS L P
UNIT L P INT
573331105
259
16400
SH
DFND
16400
0
0
MCDONALDS CORP
COM
580135101
1070
6540
SH
DFND
6540
0
0
MERCK & CO INC
COM
58933Y105
1718
29418
SH
DFND
29418
0
0
METLIFE INC
COM
59156R108
570
11999
SH
DFND
11999
0
0
MICROSOFT CORP
COM
594918104
1719
18398
SH
DFND
18398
0
0
MORGAN STANLEY
COM NEW
617446448
237
4615
SH
DFND
4615
0
0
NETFLIX INC
COM
64110L106
310
1000
SH
DFND
1000
0
0
NIKE INC
CL B
654106103
1255
18484
SH
DFND
18484
0
0
NORTHROP GRUMMAN CORP
COM
666807102
205
650
SH
DFND
650
0
0
NUVEEN ALL CAP ENE MLP OPPO
COM
67075E108
347
45600
SH
DFND
45600
0
0
ORACLE CORP
COM
68389X105
909
19956
SH
DFND
19956
0
0
PAYPAL HLDGS INC
COM
70450Y103
1596
21575
SH
DFND
21575
0
0
PEPSICO INC
COM
713448108
934
9302
SH
DFND
9302
0
0
PFIZER INC
COM
717081103
1476
41284
SH
DFND
41284
0
0
PG&E CORP
COM
69331C108
292
6320
SH
DFND
6320
0
0
PROCTER AND GAMBLE CO
COM
742718109
352
4873
SH
DFND
4873
0
0
QUALCOMM INC
COM
747525103
1924
38097
SH
DFND
38097
0
0
QUEST DIAGNOSTICS INC
COM
74834L100
283
2750
SH
DFND
2750
0
0
QUICKLOGIC CORP
COM
74837P108
18
13000
SH
DFND
13000
0
0
SCHLUMBERGER LTD
COM
806857108
261
3858
SH
DFND
3858
0
0
STARBUCKS CORP
COM
855244109
1651
28706
SH
DFND
28706
0
0
TARGET CORP
COM
87612E106
2121
29489
SH
DFND
29489
0
0
TEEKAY CORPORATION
COM
Y8564W103
980
112225
SH
DFND
112225
0
0
TIFFANY & CO NEW
COM
886547108
634
6225
SH
DFND
6225
0
0
TWITTER INC
COM
90184L102
2157
70845
SH
DFND
70845
0
0
UNITED STATES STL CORP NEW
COM
912909108
654
20143
SH
DFND
20143
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
968
8125
SH
DFND
8125
0
0
VALERO ENERGY CORP NEW
COM
91913Y100
1065
9666
SH
DFND
9666
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
259
5263
SH
DFND
5263
0
0
VIACOM INC NEW
CL B
92553P201
502
16725
SH
DFND
16725
0
0
WALMART INC
COM
931142103
933
10738
SH
DFND
10738
0
0
WELLS FARGO CO NEW
COM
949746101
1382
26680
SH
DFND
26680
0
0
WHIRLPOOL CORP
COM
963320106
724
4693
SH
DFND
4693
0
0
WILLIAMS PARTNERS L P NEW
COM UNIT LTD PAR
96949L105
624
17174
SH
DFND
17174
0
0
WILLIAMS SONOMA INC
COM
969904101
1023
21510
SH
DFND
21510
0
0