0001085146-20-001411.txt : 20200511 0001085146-20-001411.hdr.sgml : 20200511 20200511165050 ACCESSION NUMBER: 0001085146-20-001411 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200511 DATE AS OF CHANGE: 20200511 EFFECTIVENESS DATE: 20200511 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: 20865694 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 03-31-2020 03-31-2020 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 05-11-2020 0 71 107724 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALCOA CORP COM 013872106 177 22982 SH DFND 22982 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2735 13338 SH DFND 13338 0 0 ALPHABET INC CAP STK CL A 02079K305 4466 3221 SH DFND 3221 0 0 AMAZON COM INC COM 023135106 3559 1478 SH DFND 1478 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 883 91292 SH DFND 91292 0 0 AMERICAN EXPRESS CO COM 025816109 1441 16780 SH DFND 16780 0 0 AMGEN INC COM 031162100 2158 9031 SH DFND 9031 0 0 APPLE INC COM 037833100 7416 23770 SH DFND 23770 0 0 AT&T INC COM 00206R102 325 11126 SH DFND 11126 0 0 BARCLAYS PLC ADR 06738E204 313 62425 SH DFND 62425 0 0 BOEING CO COM 097023105 2609 20288 SH DFND 20288 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 2381 38369 SH DFND 38369 0 0 BROADCOM INC COM 11135F101 3095 11367 SH DFND 11367 0 0 CELANESE CORP DEL COM 150870103 844 10600 SH DFND 10600 0 0 CHEVRON CORP NEW COM 166764100 1641 17546 SH DFND 17546 0 0 CISCO SYS INC COM 17275R102 1002 23458 SH DFND 23458 0 0 CITIGROUP INC COM NEW 172967424 713 16169 SH DFND 16169 0 0 COCA COLA CO COM 191216100 1046 22933 SH DFND 22933 0 0 CORTEVA INC COM 22052L104 682 27533 SH DFND 27533 0 0 COSTCO WHSL CORP NEW COM 22160K105 211 682 SH DFND 682 0 0 CREDIT SUISSE GROUP SPONSORED ADR 225401108 549 67417 SH DFND 67417 0 0 DISCOVER FINL SVCS COM 254709108 846 20825 SH DFND 20825 0 0 DISNEY WALT CO COM DISNEY 254687106 3103 29103 SH DFND 29103 0 0 DOW INC COM 260557103 584 17482 SH DFND 17482 0 0 DUPONT DE NEMOURS INC COM 26614N102 720 15876 SH DFND 15876 0 0 EBAY INC COM 278642103 1131 27063 SH DFND 27063 0 0 EDISON INTL COM 281020107 280 5012 SH DFND 5012 0 0 EXXON MOBIL CORP COM 30231G102 1552 33949 SH DFND 33949 0 0 FACEBOOK INC CL A 30303M102 3409 16014 SH DFND 16014 0 0 FEDEX CORP COM 31428X106 2292 19628 SH DFND 19628 0 0 FOUNDATION BLDG MATLS INC COM 350392106 696 58054 SH DFND 58054 0 0 GENERAL ELECTRIC CO COM 369604103 615 99698 SH DFND 99698 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 1822 9980 SH DFND 9980 0 0 HOME DEPOT INC COM 437076102 1339 5688 SH DFND 5688 0 0 HUNTINGTON BANCSHARES INC COM 446150104 366 44205 SH DFND 44205 0 0 INNOSPEC INC COM 45768S105 362 5058 SH DFND 5058 0 0 INTEL CORP COM 458140100 1799 29916 SH DFND 29916 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 457 2027 SH DFND 2027 0 0 JPMORGAN CHASE & CO COM 46625H100 2417 26944 SH DFND 26944 0 0 KIMBERLY CLARK CORP COM 494368103 1119 8126 SH DFND 8126 0 0 LEAR CORP COM NEW 521865204 263 2610 SH DFND 2610 0 0 LILLY ELI & CO COM 532457108 3235 20585 SH DFND 20585 0 0 LOWES COS INC COM 548661107 769 6810 SH DFND 6810 0 0 LULULEMON ATHLETICA INC COM 550021109 2235 9390 SH DFND 9390 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 629 11500 SH DFND 11500 0 0 MCDONALDS CORP COM 580135101 1188 6588 SH DFND 6588 0 0 MERCK & CO. INC COM 58933Y105 2262 29285 SH DFND 29285 0 0 MICROSOFT CORP COM 594918104 3170 17141 SH DFND 17141 0 0 NIKE INC CL B 654106103 1580 17584 SH DFND 17584 0 0 NUVEEN ALL CAP ENE MLP OPPO COM 67075E108 12 11000 SH DFND 11000 0 0 OCCIDENTAL PETE CORP COM 674599105 451 30555 SH DFND 30555 0 0 ORACLE CORP COM 68389X105 1215 22850 SH DFND 22850 0 0 PAYPAL HLDGS INC COM 70450Y103 3275 22577 SH DFND 22577 0 0 PEPSICO INC COM 713448108 1433 10652 SH DFND 10652 0 0 PROCTER & GAMBLE CO COM 742718109 1416 12232 SH DFND 12232 0 0 QUALCOMM INC COM 747525103 3335 41598 SH DFND 41598 0 0 QUEST DIAGNOSTICS INC COM 74834L100 278 2540 SH DFND 2540 0 0 SEMPRA ENERGY COM 816851109 491 4000 SH DFND 4000 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 200 1250 SH DFND 1250 0 0 STARBUCKS CORP COM 855244109 2637 34505 SH DFND 34505 0 0 TARGET CORP COM 87612E106 2658 22615 SH DFND 22615 0 0 TEEKAY CORPORATION NOTE 5.000% 1/1 87900YAE3 771 234582 PRN DFND 234582 0 0 TESLA INC COM 88160R101 307 380 SH DFND 380 0 0 TWITTER INC COM 90184L102 2200 74731 SH DFND 74731 0 0 ULTA BEAUTY INC COM 90384S303 2983 13024 SH DFND 13024 0 0 VALERO ENERGY CORP COM 91913Y100 918 13891 SH DFND 13891 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 358 6329 SH DFND 6329 0 0 WALMART INC COM 931142103 1609 13028 SH DFND 13028 0 0 WELLS FARGO CO NEW COM 949746101 828 33553 SH DFND 33553 0 0 WILLIAMS COS INC COM 969457100 417 21517 SH DFND 21517 0 0 WILLIAMS SONOMA INC COM 969904101 1446 21090 SH DFND 21090 0 0