0001172661-24-000659.txt : 20240212 0001172661-24-000659.hdr.sgml : 20240212 20240212105938 ACCESSION NUMBER: 0001172661-24-000659 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bell & Brown Wealth Advisors, LLC CENTRAL INDEX KEY: 0001725362 ORGANIZATION NAME: 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: 24618110 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 X0202 13F-HR LIVE false true false 0001725362 XXXXXXXX 12-31-2023 12-31-2023 false Bell & Brown Wealth Advisors, LLC

14 Corporate Plaza Suite 100 Newport Beach CA 92660

13F HOLDINGS REPORT 028-18402 000175419 801-96196 N Gerardo Martinez 310-275-7300 /s/ Gerardo Martinez Beverly Hills CA 02-12-2024 0 74 215405562 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2210663 28521 SH SOLE 28521 0 0 ALPHABET INC CAP STK CL C 02079K107 577108 4095 SH SOLE 4095 0 0 ALPHABET INC CAP STK CL A 02079K305 8428336 60336 SH SOLE 60336 0 0 AMAZON COM INC COM 023135106 5888587 38756 SH SOLE 38756 0 0 AMERICAN EXPRESS CO COM 025816109 2883313 15390 SH SOLE 15390 0 0 AMGEN INC COM 031162100 2685220 9323 SH SOLE 9323 0 0 APPLE INC COM 037833100 12115700 62928 SH SOLE 62928 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 502177 1408 SH SOLE 1408 0 0 BOEING CO COM 097023105 7980965 30618 SH SOLE 30618 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 2593919 50552 SH SOLE 50552 0 0 BROADCOM INC COM 11135F101 10061764 9013 SH SOLE 9013 0 0 CELANESE CORP DEL COM 150870103 1484560 9555 SH SOLE 9555 0 0 CHEVRON CORP NEW COM 166764100 3725458 24975 SH SOLE 24975 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 291734 1755 SH SOLE 1755 0 0 CITIGROUP INC COM NEW 172967424 1334622 25945 SH SOLE 25945 0 0 COCA COLA CO COM 191216100 2217122 37622 SH SOLE 37622 0 0 CORTEVA INC COM 22052L104 1484103 30970 SH SOLE 30970 0 0 COSTCO WHSL CORP NEW COM 22160K105 4317845 6541 SH SOLE 6541 0 0 DISCOVER FINL SVCS COM 254709108 2113232 18801 SH SOLE 18801 0 0 DISNEY WALT CO COM 254687106 4344362 48115 SH SOLE 48115 0 0 DOW INC COM 260557103 2201721 40148 SH SOLE 40148 0 0 DUPONT DE NEMOURS INC COM 26614N102 2520729 32765 SH SOLE 32765 0 0 EDISON INTL COM 281020107 365457 5112 SH SOLE 5112 0 0 ELI LILLY & CO COM 532457108 9287931 15933 SH SOLE 15933 0 0 EXXON MOBIL CORP COM 30231G102 7274954 72763 SH SOLE 72763 0 0 FEDEX CORP COM 31428X106 5030357 19884 SH SOLE 19884 0 0 GENERAL ELECTRIC CO COM NEW 369604301 547788 4292 SH SOLE 4292 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 5416118 14039 SH SOLE 14039 0 0 HOME DEPOT INC COM 437076102 2924284 8437 SH SOLE 8437 0 0 IMMUNITYBIO INC COM 45256X103 172688 34400 SH SOLE 34400 0 0 INNOSPEC INC COM 45768S105 642820 5216 SH SOLE 5216 0 0 INTEL CORP COM 458140100 736957 14665 SH SOLE 14665 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 293063 715 SH SOLE 715 0 0 JOHNSON & JOHNSON COM 478160104 404721 2582 SH SOLE 2582 0 0 JPMORGAN CHASE & CO COM 46625H100 5733520 33706 SH SOLE 33706 0 0 KIMBERLY-CLARK CORP COM 494368103 1646604 13550 SH SOLE 13550 0 0 LOWES COS INC COM 548661107 1280920 5755 SH SOLE 5755 0 0 LULULEMON ATHLETICA INC COM 550021109 204516 400 SH Put SOLE 400 0 0 LULULEMON ATHLETICA INC COM 550021109 3020701 5908 SH SOLE 5908 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1065657 11208 SH SOLE 11208 0 0 MCDONALDS CORP COM 580135101 2754006 9288 SH SOLE 9288 0 0 MERCK & CO INC COM 58933Y105 4459535 40904 SH SOLE 40904 0 0 META PLATFORMS INC CL A 30303M102 6472158 18285 SH SOLE 18285 0 0 MICROSOFT CORP COM 594918104 6403936 17029 SH SOLE 17029 0 0 MORGAN STANLEY COM NEW 617446448 414566 4445 SH SOLE 4445 0 0 NETFLIX INC COM 64110L106 695752 1429 SH SOLE 1429 0 0 NIKE INC CL B 654106103 2769094 25504 SH SOLE 25504 0 0 NORTHROP GRUMMAN CORP COM 666807102 235201 502 SH SOLE 502 0 0 NUCOR CORP COM 670346105 201432 1157 SH SOLE 1157 0 0 NVIDIA CORPORATION COM 67066G104 283708 572 SH SOLE 572 0 0 OCCIDENTAL PETE CORP COM 674599105 2720306 45558 SH SOLE 45558 0 0 ORACLE CORP COM 68389X105 3240948 30739 SH SOLE 30739 0 0 PAYPAL HLDGS INC COM 70450Y103 2688592 43781 SH SOLE 43781 0 0 PEPSICO INC COM 713448108 2636853 15524 SH SOLE 15524 0 0 PROCTER AND GAMBLE CO COM 742718109 2292380 15642 SH SOLE 15642 0 0 QUALCOMM INC COM 747525103 6633733 45866 SH SOLE 45866 0 0 QUEST DIAGNOSTICS INC COM 74834L100 229570 1665 SH SOLE 1665 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 233193 9940 SH SOLE 9940 0 0 RTX CORPORATION COM 75513E101 2018452 23988 SH SOLE 23988 0 0 SHELL PLC SPON ADS 780259305 214215 3255 SH SOLE 3255 0 0 SPDR GOLD TR GOLD SHS 78463V107 3048015 15944 SH SOLE 15944 0 0 STARBUCKS CORP COM 855244109 4048390 42165 SH SOLE 42165 0 0 TARGET CORP COM 87612E106 2432439 17079 SH SOLE 17079 0 0 TEEKAY CORPORATION COM Y8564W103 1439002 201258 SH SOLE 201258 0 0 TESLA INC COM 88160R101 3012571 12124 SH SOLE 12124 0 0 ULTA BEAUTY INC COM 90384S303 6247373 12750 SH SOLE 12750 0 0 VALARIS LTD CL A G9460G101 238624 3480 SH SOLE 3480 0 0 VALERO ENERGY CORP COM 91913Y100 5355971 41199 SH SOLE 41199 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 218168 5786 SH SOLE 5786 0 0 VISA INC COM CL A 92826C839 211925 814 SH SOLE 814 0 0 WALMART INC COM 931142103 2980548 18905 SH SOLE 18905 0 0 WELLS FARGO CO NEW COM 949746101 4677295 95028 SH SOLE 95028 0 0 WILLIAMS COS INC COM 969457100 1788172 51340 SH SOLE 51340 0 0 WILLIAMS SONOMA INC COM 969904101 4097143 20305 SH SOLE 20305 0 0