0001085146-18-001794.txt : 20180731
0001085146-18-001794.hdr.sgml : 20180731
20180731171833
ACCESSION NUMBER: 0001085146-18-001794
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180630
FILED AS OF DATE: 20180731
DATE AS OF CHANGE: 20180731
EFFECTIVENESS DATE: 20180731
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: 18982069
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
06-30-2018
06-30-2018
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
07-31-2018
0
82
101290
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
1093
5555
SH
DFND
5555
0
0
ALCOA CORP
COM
013872106
659
14065
SH
DFND
14065
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
1719
9265
SH
DFND
9265
0
0
AMAZON COM INC
COM
023135106
238
140
SH
DFND
140
0
0
AMERICAN EXPRESS CO
COM
025816109
1682
17164
SH
DFND
17164
0
0
AMGEN INC
COM
031162100
1682
9113
SH
DFND
9113
0
0
APPLE INC
COM
037833100
4951
26748
SH
DFND
26748
0
0
ARCHROCK INC
COM
03957W106
161
13440
SH
DFND
13440
0
0
ARCONIC INC
COM
03965L100
343
20142
SH
DFND
20142
0
0
AT&T INC
COM
00206R102
1310
40794
SH
DFND
40794
0
0
BANK AMER CORP
COM
060505104
771
27348
SH
DFND
27348
0
0
BOARDWALK PIPELINE PARTNERS
UT LTD PARTNER
096627104
441
37973
SH
DFND
37973
0
0
BOEING CO
COM
097023105
5278
15731
SH
DFND
15731
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
1582
28581
SH
DFND
28581
0
0
CELANESE CORP DEL
COM SER A
150870103
1333
12000
SH
DFND
12000
0
0
CELGENE CORP
COM
151020104
1399
17610
SH
DFND
17610
0
0
CHEVRON CORP NEW
COM
166764100
1923
15208
SH
DFND
15208
0
0
CISCO SYS INC
COM
17275R102
966
22444
SH
DFND
22444
0
0
CITIGROUP INC
COM NEW
172967424
883
13197
SH
DFND
13197
0
0
COCA COLA CO
COM
191216100
868
19791
SH
DFND
19791
0
0
DISCOVER FINL SVCS
COM
254709108
1336
18975
SH
DFND
18975
0
0
DISNEY WALT CO
COM DISNEY
254687106
2883
27510
SH
DFND
27510
0
0
DOWDUPONT INC
COM
26078J100
941
14278
SH
DFND
14278
0
0
EBAY INC
COM
278642103
564
15559
SH
DFND
15559
0
0
EXXON MOBIL CORP
COM
30231G102
1981
23942
SH
DFND
23942
0
0
FACEBOOK INC
CL A
30303M102
1861
9575
SH
DFND
9575
0
0
FEDEX CORP
COM
31428X106
2400
10571
SH
DFND
10571
0
0
FORD MTR CO DEL
COM PAR $0.01
345370860
348
31407
SH
DFND
31407
0
0
FOUNDATION BLDG MATLS INC
COM
350392106
709
46100
SH
DFND
46100
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
668
38697
SH
DFND
38697
0
0
GENERAL ELECTRIC CO
COM
369604103
1209
88826
SH
DFND
88826
0
0
GENERAL MTRS CO
COM
37045V100
1955
49613
SH
DFND
49613
0
0
GILEAD SCIENCES INC
COM
375558103
1446
20416
SH
DFND
20416
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
1505
6823
SH
DFND
6823
0
0
HOME DEPOT INC
COM
437076102
287
1471
SH
DFND
1471
0
0
HUNTINGTON BANCSHARES INC
COM
446150104
600
40663
SH
DFND
40663
0
0
INNOSPEC INC
COM
45768S105
582
7603
SH
DFND
7603
0
0
INTEL CORP
COM
458140100
1344
27032
SH
DFND
27032
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
1083
7756
SH
DFND
7756
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
342
1991
SH
DFND
1991
0
0
JOHNSON & JOHNSON
COM
478160104
1385
11417
SH
DFND
11417
0
0
JPMORGAN CHASE & CO
COM
46625H100
2521
24189
SH
DFND
24189
0
0
KIMBERLY CLARK CORP
COM
494368103
741
7030
SH
DFND
7030
0
0
LEAR CORP
COM NEW
521865204
517
2785
SH
DFND
2785
0
0
LILLY ELI & CO
COM
532457108
1715
20095
SH
DFND
20095
0
0
LOWES COS INC
COM
548661107
324
3385
SH
DFND
3385
0
0
LULULEMON ATHLETICA INC
COM
550021109
2225
17825
SH
DFND
17825
0
0
MACYS INC
COM
55616P104
2656
70948
SH
DFND
70948
0
0
MARTIN MIDSTREAM PRTNRS L P
UNIT L P INT
573331105
232
16800
SH
DFND
16800
0
0
MCDONALDS CORP
COM
580135101
1005
6414
SH
DFND
6414
0
0
MERCK & CO INC
COM
58933Y105
1867
30756
SH
DFND
30756
0
0
METLIFE INC
COM
59156R108
536
12285
SH
DFND
12285
0
0
MICROSOFT CORP
COM
594918104
1947
19739
SH
DFND
19739
0
0
MORGAN STANLEY
COM NEW
617446448
220
4636
SH
DFND
4636
0
0
NETFLIX INC
COM
64110L106
391
1000
SH
DFND
1000
0
0
NIKE INC
CL B
654106103
1466
18401
SH
DFND
18401
0
0
NORTHROP GRUMMAN CORP
COM
666807102
200
650
SH
DFND
650
0
0
ORACLE CORP
COM
68389X105
879
19944
SH
DFND
19944
0
0
PAYPAL HLDGS INC
COM
70450Y103
1854
22270
SH
DFND
22270
0
0
PEPSICO INC
COM
713448108
1195
10972
SH
DFND
10972
0
0
PFIZER INC
COM
717081103
1532
42227
SH
DFND
42227
0
0
PG&E CORP
COM
69331C108
243
5720
SH
DFND
5720
0
0
PROCTER AND GAMBLE CO
COM
742718109
922
11810
SH
DFND
11810
0
0
QUALCOMM INC
COM
747525103
2243
39959
SH
DFND
39959
0
0
QUEST DIAGNOSTICS INC
COM
74834L100
302
2750
SH
DFND
2750
0
0
QUICKLOGIC CORP
COM
74837P108
15
13000
SH
DFND
13000
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
228
840
SH
DFND
840
0
0
STARBUCKS CORP
COM
855244109
1625
33269
SH
DFND
33269
0
0
TARGET CORP
COM
87612E106
2216
29106
SH
DFND
29106
0
0
TEEKAY CORPORATION
COM
Y8564W103
935
120670
SH
DFND
120670
0
0
TIFFANY & CO NEW
COM
886547108
799
6072
SH
DFND
6072
0
0
TWITTER INC
COM
90184L102
3097
70920
SH
DFND
70920
0
0
UNITED STATES STL CORP NEW
COM
912909108
789
22706
SH
DFND
22706
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
1054
8433
SH
DFND
8433
0
0
VALERO ENERGY CORP NEW
COM
91913Y100
865
7805
SH
DFND
7805
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
341
6775
SH
DFND
6775
0
0
VIACOM INC NEW
CL B
92553P201
504
16725
SH
DFND
16725
0
0
WALMART INC
COM
931142103
997
11636
SH
DFND
11636
0
0
WELLS FARGO CO NEW
COM
949746101
2610
47076
SH
DFND
47076
0
0
WHIRLPOOL CORP
COM
963320106
721
4931
SH
DFND
4931
0
0
WILLIAMS PARTNERS L P NEW
COM UNIT LTD PAR
96949L105
711
17524
SH
DFND
17524
0
0
WILLIAMS SONOMA INC
COM
969904101
1339
21810
SH
DFND
21810
0
0