0001172661-23-003202.txt : 20230815 0001172661-23-003202.hdr.sgml : 20230815 20230815171204 ACCESSION NUMBER: 0001172661-23-003202 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230815 DATE AS OF CHANGE: 20230815 EFFECTIVENESS DATE: 20230815 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: 231175732 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 06-30-2023 06-30-2023 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 08-15-2023 0 70 199840366 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 2616273 31389 SH SOLE 31389 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 495372 4095 SH SOLE 4095 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 7278119 60803 SH SOLE 60803 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 5024074 38540 SH SOLE 38540 0 0 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 2686538 15422 SH SOLE 15422 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 1886739 8498 SH SOLE 8498 0 0 APPLE INC COM 037833100 BBG001S5N8V8 12443882 64153 SH SOLE 64153 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 502293 1473 SH SOLE 1473 0 0 BOEING CO COM 097023105 BBG001S5P0V3 6511052 30834 SH SOLE 30834 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 3754444 58708 SH SOLE 58708 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 8115466 9355 SH SOLE 9355 0 0 CELANESE CORP DEL COM 150870103 BBG001SJDDG5 1109943 9585 SH SOLE 9585 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 3826571 24318 SH SOLE 24318 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJF2 273456 1778 SH SOLE 1778 0 0 CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 1298376 28200 SH SOLE 28200 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 2210312 36703 SH SOLE 36703 0 0 CORTEVA INC COM 22052L104 BBG00BN969D0 1797954 31377 SH SOLE 31377 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 3549003 6591 SH SOLE 6591 0 0 DISCOVER FINL SVCS COM 254709108 BBG001SS0KV6 2231368 19096 SH SOLE 19096 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 4210582 47161 SH SOLE 47161 0 0 DOW INC COM 260557103 BBG00BN96931 2293442 43061 SH SOLE 43061 0 0 DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 2380716 33323 SH SOLE 33323 0 0 EDISON INTL COM 281020107 BBG001S7MY75 355028 5112 SH SOLE 5112 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 7793521 72666 SH SOLE 72666 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 5000057 20169 SH SOLE 20169 0 0 GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 416551 3792 SH SOLE 3792 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 4409236 13669 SH SOLE 13669 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 2568930 8268 SH SOLE 8268 0 0 IMMUNITYBIO INC COM 45256X103 BBG007T9DYX8 55878 20100 SH SOLE 20100 0 0 INNOSPEC INC COM 45768S105 BBG001S8RTD2 523895 5216 SH SOLE 5216 0 0 INTEL CORP COM 458140100 BBG001S5SF65 568759 17007 SH SOLE 17007 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 356466 964 SH SOLE 964 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 477995 2887 SH SOLE 2887 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 4863606 33440 SH SOLE 33440 0 0 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 1801073 13044 SH SOLE 13044 0 0 LEAR CORP COM NEW 521865204 BBG001T60092 329447 2295 SH SOLE 2295 0 0 LILLY ELI & CO COM 532457108 BBG001S5STL8 7906528 16858 SH SOLE 16858 0 0 LOWES COS INC COM 548661107 BBG001S5SVL3 1300178 5760 SH SOLE 5760 0 0 LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 2247533 5938 SH SOLE 5938 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG001T8LMY9 1022343 11133 SH SOLE 11133 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 2791154 9353 SH SOLE 9353 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 4636532 40180 SH SOLE 40180 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 5399529 18815 SH SOLE 18815 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 5913931 17366 SH SOLE 17366 0 0 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 372792 4365 SH SOLE 4365 0 0 NETFLIX INC COM 64110L106 BBG001SF6L46 581006 1319 SH SOLE 1319 0 0 NIKE INC CL B 654106103 BBG001S6NTK2 2591414 23479 SH SOLE 23479 0 0 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 230063 504 SH SOLE 504 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 232584 549 SH SOLE 549 0 0 OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 2720890 46273 SH SOLE 46273 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 3682219 30918 SH SOLE 30918 0 0 PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 2797522 41923 SH SOLE 41923 0 0 PEPSICO INC COM 713448108 BBG001S695T1 2728645 14731 SH SOLE 14731 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2356526 15529 SH SOLE 15529 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 5284523 44392 SH SOLE 44392 0 0 QUEST DIAGNOSTICS INC COM 74834L100 BBG001S9GX43 237546 1690 SH SOLE 1690 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 2103984 21477 SH SOLE 21477 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 3038256 17043 SH SOLE 17043 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 4118658 41576 SH SOLE 41576 0 0 TARGET CORP COM 87612E106 BBG001SC0K41 2209537 16751 SH SOLE 16751 0 0 TEEKAY CORPORATION COM Y8564W103 BBG001S8K4Q0 1240453 205372 SH SOLE 205372 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 3244639 12395 SH SOLE 12395 0 0 ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 5999616 12749 SH SOLE 12749 0 0 VALARIS LIMITED CL A G9460G101 BBG010JW9K58 221451 3519 SH SOLE 3519 0 0 VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 4863603 41462 SH SOLE 41462 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 307741 8274 SH SOLE 8274 0 0 WALMART INC COM 931142103 BBG001S5XH92 3020122 19213 SH SOLE 19213 0 0 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 4078689 95564 SH SOLE 95564 0 0 WILLIAMS COS INC COM 969457100 BBG001S5XH10 1674506 51318 SH SOLE 51318 0 0 WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 2669236 21330 SH SOLE 21330 0 0