0001085146-21-003156.txt : 20211112 0001085146-21-003156.hdr.sgml : 20211112 20211112102514 ACCESSION NUMBER: 0001085146-21-003156 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211112 DATE AS OF CHANGE: 20211112 EFFECTIVENESS DATE: 20211112 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: 211401084 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 09-30-2021 09-30-2021 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 11-10-2021 0 73 185453 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACELRX PHARMACEUTICALS INC COM 00444T100 20 20000 SH SOLE 20000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2811 18987 SH SOLE 18987 0 0 ALPHABET INC CAP STK CL A 02079K305 7807 2920 SH SOLE 2920 0 0 ALPHABET INC CAP STK CL C 02079K107 205 77 SH SOLE 77 0 0 AMAZON COM INC COM 023135106 4661 1419 SH SOLE 1419 0 0 AMERICAN EXPRESS CO COM 025816109 2816 16811 SH SOLE 16811 0 0 AMGEN INC COM 031162100 1819 8554 SH SOLE 8554 0 0 APPLE INC COM 037833100 9557 67544 SH SOLE 67544 0 0 AT&T INC COM 00206R102 266 9840 SH SOLE 9840 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 371 1358 SH SOLE 1358 0 0 BK OF AMERICA CORP COM 060505104 231 5441 SH SOLE 5441 0 0 BOEING CO COM 097023105 5544 25206 SH SOLE 25206 0 0 BP PLC SPONSORED ADR 055622104 205 7489 SH SOLE 7489 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 3304 55834 SH SOLE 55834 0 0 BROADCOM INC COM 11135F101 5231 10787 SH SOLE 10787 0 0 CELANESE CORP DEL COM 150870103 1457 9675 SH SOLE 9675 0 0 CHEVRON CORP NEW COM 166764100 2583 25457 SH SOLE 25457 0 0 CITIGROUP INC COM NEW 172967424 1874 26697 SH SOLE 26697 0 0 COCA COLA CO COM 191216100 1758 33512 SH SOLE 33512 0 0 CORTEVA INC COM 22052L104 1512 35939 SH SOLE 35939 0 0 COSTCO WHSL CORP NEW COM 22160K105 2813 6259 SH SOLE 6259 0 0 CREDIT SUISSE GROUP SPONSORED ADR 225401108 457 46384 SH SOLE 46384 0 0 DISCOVER FINL SVCS COM 254709108 2488 20249 SH SOLE 20249 0 0 DISNEY WALT CO COM 254687106 5123 30285 SH SOLE 30285 0 0 DOW INC COM 260557103 1962 34082 SH SOLE 34082 0 0 DUPONT DE NEMOURS INC COM 26614N102 2009 29555 SH SOLE 29555 0 0 EBAY INC. COM 278642103 1864 26750 SH SOLE 26750 0 0 EDISON INTL COM 281020107 284 5112 SH SOLE 5112 0 0 EXXON MOBIL CORP COM 30231G102 6678 113529 SH SOLE 113529 0 0 FACEBOOK INC CL A 30303M102 6006 17695 SH SOLE 17695 0 0 FEDEX CORP COM 31428X106 4221 19249 SH SOLE 19249 0 0 GENERAL ELECTRIC CO COM NEW 369604301 349 3387 SH SOLE 3387 0 0 GILEAD SCIENCES INC COM 375558103 207 2965 SH SOLE 2965 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 4202 11115 SH SOLE 11115 0 0 HOME DEPOT INC COM 437076102 1876 5714 SH SOLE 5714 0 0 INNOSPEC INC COM 45768S105 434 5150 SH SOLE 5150 0 0 INTEL CORP COM 458140100 1735 32563 SH SOLE 32563 0 0 JPMORGAN CHASE & CO COM 46625H100 5103 31177 SH SOLE 31177 0 0 KIMBERLY-CLARK CORP COM 494368103 1469 11090 SH SOLE 11090 0 0 LEAR CORP COM NEW 521865204 397 2535 SH SOLE 2535 0 0 LILLY ELI & CO COM 532457108 5103 22085 SH SOLE 22085 0 0 LOWES COS INC COM 548661107 1255 6185 SH SOLE 6185 0 0 LULULEMON ATHLETICA INC COM 550021109 2896 7157 SH SOLE 7157 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1119 11926 SH SOLE 11926 0 0 MCDONALDS CORP COM 580135101 2281 9461 SH SOLE 9461 0 0 MERCK & CO INC COM 58933Y105 2849 37929 SH SOLE 37929 0 0 MICROSOFT CORP COM 594918104 4518 16025 SH SOLE 16025 0 0 MORGAN STANLEY COM NEW 617446448 447 4595 SH SOLE 4595 0 0 NIKE INC CL B 654106103 2458 16927 SH SOLE 16927 0 0 NORTHROP GRUMMAN CORP COM 666807102 215 598 SH SOLE 598 0 0 OCCIDENTAL PETE CORP COM 674599105 4638 156810 SH SOLE 156810 0 0 ORACLE CORP COM 68389X105 2827 32448 SH SOLE 32448 0 0 PAYPAL HLDGS INC COM 70450Y103 4439 17058 SH SOLE 17058 0 0 PEPSICO INC COM 713448108 2046 13606 SH SOLE 13606 0 0 PROCTER AND GAMBLE CO COM 742718109 2049 14654 SH SOLE 14654 0 0 QUALCOMM INC COM 747525103 5442 42196 SH SOLE 42196 0 0 QUEST DIAGNOSTICS INC COM 74834L100 349 2405 SH SOLE 2405 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1596 18572 SH SOLE 18572 0 0 REDWOOD TR INC NOTE 4.750% 8/1 758075AC9 13 13000 SH SOLE 13000 0 0 SEMPRA COM 816851109 392 3100 SH SOLE 3100 0 0 SPDR GOLD TR GOLD SHS 78463V107 4741 28869 SH SOLE 28869 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 234 545 SH SOLE 545 0 0 STARBUCKS CORP COM 855244109 4146 37587 SH SOLE 37587 0 0 TARGET CORP COM 87612E106 3958 17303 SH SOLE 17303 0 0 TEEKAY CORPORATION COM Y8564W103 869 237509 SH SOLE 237509 0 0 TESLA INC COM 88160R101 935 1206 SH SOLE 1206 0 0 ULTA BEAUTY INC COM 90384S303 5676 15726 SH SOLE 15726 0 0 VALERO ENERGY CORP COM 91913Y100 3890 55118 SH SOLE 55118 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 522 9669 SH SOLE 9669 0 0 WALMART INC COM 931142103 2116 15180 SH SOLE 15180 0 0 WELLS FARGO CO NEW COM 949746101 3495 75312 SH SOLE 75312 0 0 WILLIAMS COS INC COM 969457100 1425 54937 SH SOLE 54937 0 0 WILLIAMS SONOMA INC COM 969904101 2805 15820 SH SOLE 15820 0 0