0001085146-20-002047.txt : 20200807 0001085146-20-002047.hdr.sgml : 20200807 20200806194007 ACCESSION NUMBER: 0001085146-20-002047 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200807 DATE AS OF CHANGE: 20200806 EFFECTIVENESS DATE: 20200807 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: 201083393 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 false false 0001725362 XXXXXXXX 06-30-2020 06-30-2020 false Bell & Brown Wealth Advisors, LLC

14 Corporate Plaza Suite 100 Newport Beach CA 92660

13F HOLDINGS REPORT 028-18402 N Gerardo Martinez 310-275-7300 /s/ Gerardo Martinez Beverly Hills CA 08-06-2020 0 70 127912 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3422 12993 SH DFND 12993 0 0 EBAY INC. COM 278642103 1490 26363 SH DFND 26363 0 0 EDISON INTL COM 281020107 268 5012 SH DFND 5012 0 0 CORTEVA INC COM 22052L104 990 34243 SH DFND 34243 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 2115 10350 SH DFND 10350 0 0 FACEBOOK INC CL A 30303M102 3941 15724 SH DFND 15724 0 0 OCCIDENTAL PETE CORP COM 674599105 508 31200 SH DFND 31200 0 0 CHEVRON CORP NEW COM 166764100 1614 18379 SH DFND 18379 0 0 STARBUCKS CORP COM 855244109 2852 37629 SH DFND 37629 0 0 SEMPRA ENERGY COM 816851109 509 4000 SH DFND 4000 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 762 11400 SH DFND 11400 0 0 WELLS FARGO CO NEW COM 949746101 1883 76925 SH DFND 76925 0 0 FOUNDATION BLDG MATLS INC COM 350392106 913 58054 SH DFND 58054 0 0 FEDEX CORP COM 31428X106 3440 20050 SH DFND 20050 0 0 LEAR CORP COM NEW 521865204 299 2610 SH DFND 2610 0 0 QUEST DIAGNOSTICS INC COM 74834L100 315 2475 SH DFND 2475 0 0 WILLIAMS SONOMA INC COM 969904101 1784 20290 SH DFND 20290 0 0 INNOSPEC INC COM 45768S105 378 5091 SH DFND 5091 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 219 660 SH DFND 660 0 0 JPMORGAN CHASE & CO COM 46625H100 2748 28127 SH DFND 28127 0 0 BOEING CO COM 097023105 3643 21241 SH DFND 21241 0 0 MORGAN STANLEY COM NEW 617446448 250 5015 SH DFND 5015 0 0 DISCOVER FINL SVCS COM 254709108 1142 22900 SH DFND 22900 0 0 CISCO SYS INC COM 17275R102 1102 23214 SH DFND 23214 0 0 NIKE INC CL B 654106103 1764 17506 SH DFND 17506 0 0 LILLY ELI & CO COM 532457108 3117 20271 SH DFND 20271 0 0 MCDONALDS CORP COM 580135101 1457 7330 SH DFND 7330 0 0 DISNEY WALT CO COM DISNEY 254687106 3809 29313 SH DFND 29313 0 0 TESLA INC COM 88160R101 459 310 SH DFND 310 0 0 APPLE INC COM 037833100 9622 21995 SH DFND 21995 0 0 DOW INC COM 260557103 938 22182 SH DFND 22182 0 0 PEPSICO INC COM 713448108 1487 10888 SH DFND 10888 0 0 TARGET CORP COM 87612E106 2781 21537 SH DFND 21537 0 0 WILLIAMS COS INC COM 969457100 491 22717 SH DFND 22717 0 0 INTEL CORP COM 458140100 1437 29377 SH DFND 29377 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 392 6796 SH DFND 6796 0 0 QUALCOMM INC COM 747525103 4776 42969 SH DFND 42969 0 0 KIMBERLY CLARK CORP COM 494368103 1256 8086 SH DFND 8086 0 0 TWITTER INC COM 90184L102 2818 75896 SH DFND 75896 0 0 SPDR GOLD TR GOLD SHS 78463V107 240 1250 SH DFND 1250 0 0 CITIGROUP INC COM NEW 172967424 948 18521 SH DFND 18521 0 0 ULTA BEAUTY INC COM 90384S303 3181 15921 SH DFND 15921 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 549 2028 SH DFND 2028 0 0 LULULEMON ATHLETICA INC COM 550021109 3045 8925 SH DFND 8925 0 0 TEEKAY CORPORATION NOTE 5.000% 1/1 87900YAE3 602 236982 SH DFND 236982 0 0 PAYPAL HLDGS INC COM 70450Y103 4219 20807 SH DFND 20807 0 0 EXXON MOBIL CORP COM 30231G102 2376 53925 SH DFND 53925 0 0 AT&T INC COM 00206R102 332 11127 SH DFND 11127 0 0 VALERO ENERGY CORP COM 91913Y100 785 14904 SH DFND 14904 0 0 ALPHABET INC CAP STK CL A 02079K305 4666 3153 SH DFND 3153 0 0 ORACLE CORP COM 68389X105 1262 22676 SH DFND 22676 0 0 PROCTER AND GAMBLE CO COM 742718109 1617 12123 SH DFND 12123 0 0 AMGEN INC COM 031162100 2159 8897 SH DFND 8897 0 0 ALCOA CORP COM 013872106 336 22877 SH DFND 22877 0 0 AMAZON COM INC COM 023135106 4611 1448 SH DFND 1448 0 0 COCA COLA CO COM 191216100 1133 24042 SH DFND 24042 0 0 MICROSOFT CORP COM 594918104 3491 16421 SH DFND 16421 0 0 DIREXION SHS ETF TR ZACKS MLP HG INC 25460G799 211 3706 SH DFND 3706 0 0 LOWES COS INC COM 548661107 1011 6765 SH DFND 6765 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 2939 49230 SH DFND 49230 0 0 BROADCOM INC COM 11135F101 3630 11109 SH DFND 11109 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1022 17342 SH DFND 17342 0 0 CELANESE CORP DEL COM 150870103 1059 10550 SH DFND 10550 0 0 WALMART INC COM 931142103 1677 12973 SH DFND 12973 0 0 HOME DEPOT INC COM 437076102 1489 5575 SH DFND 5575 0 0 COSTCO WHSL CORP NEW COM 22160K105 231 682 SH DFND 682 0 0 DUPONT DE NEMOURS INC COM 26614N102 1071 19444 SH DFND 19444 0 0 AMERICAN EXPRESS CO COM 025816109 1675 17654 SH DFND 17654 0 0 MERCK & CO. INC COM 58933Y105 2431 29821 SH DFND 29821 0 0 CREDIT SUISSE GROUP SPONSORED ADR 225401108 723 65417 SH DFND 65417 0 0