0001172661-24-002196.txt : 20240513 0001172661-24-002196.hdr.sgml : 20240513 20240513103349 ACCESSION NUMBER: 0001172661-24-002196 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 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: 24937428 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 03-31-2024 03-31-2024 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 05-13-2024 0 68 233627086 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2581298 35673 SH SOLE 35673 0 0 ALPHABET INC CAP STK CL C 02079K107 623505 4095 SH SOLE 4095 0 0 ALPHABET INC CAP STK CL A 02079K305 8910759 59036 SH SOLE 59036 0 0 AMAZON COM INC COM 023135106 6882819 38157 SH SOLE 38157 0 0 AMERICAN EXPRESS CO COM 025816109 3452001 15160 SH SOLE 15160 0 0 AMGEN INC COM 031162100 2848717 10019 SH SOLE 10019 0 0 APPLE INC COM 037833100 10291638 60016 SH SOLE 60016 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 592076 1408 SH SOLE 1408 0 0 BOEING CO COM 097023105 7019930 36375 SH SOLE 36375 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1981758 36543 SH SOLE 36543 0 0 BROADCOM INC COM 11135F101 11118614 8388 SH SOLE 8388 0 0 CELANESE CORP DEL COM 150870103 1609813 9367 SH SOLE 9367 0 0 CHEVRON CORP NEW COM 166764100 3950173 25042 SH SOLE 25042 0 0 CITIGROUP INC COM NEW 172967424 1622355 25653 SH SOLE 25653 0 0 COCA COLA CO COM 191216100 2370843 38751 SH SOLE 38751 0 0 CORTEVA INC COM 22052L104 1822197 31596 SH SOLE 31596 0 0 COSTCO WHSL CORP NEW COM 22160K105 4676214 6382 SH SOLE 6382 0 0 DISCOVER FINL SVCS COM 254709108 2473799 18871 SH SOLE 18871 0 0 DISNEY WALT CO COM 254687106 6096314 49822 SH SOLE 49822 0 0 DOW INC COM 260557103 2370762 40924 SH SOLE 40924 0 0 DUPONT DE NEMOURS INC COM 26614N102 2521441 32886 SH SOLE 32886 0 0 EDISON INTL COM 281020107 361572 5112 SH SOLE 5112 0 0 ELI LILLY & CO COM 532457108 11985837 15406 SH SOLE 15406 0 0 EXXON MOBIL CORP COM 30231G102 8343077 71774 SH SOLE 71774 0 0 FEDEX CORP COM 31428X106 5683657 19617 SH SOLE 19617 0 0 GENERAL ELECTRIC CO COM NEW 369604301 695109 3960 SH SOLE 3960 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 5777916 13833 SH SOLE 13833 0 0 HOME DEPOT INC COM 437076102 3208479 8364 SH SOLE 8364 0 0 IMMUNITYBIO INC COM 45256X103 184191 34300 SH SOLE 34300 0 0 INNOSPEC INC COM 45768S105 672551 5216 SH SOLE 5216 0 0 INTEL CORP COM 458140100 511725 11585 SH SOLE 11585 0 0 JOHNSON & JOHNSON COM 478160104 344378 2176 SH SOLE 2176 0 0 JPMORGAN CHASE & CO COM 46625H100 6602975 32965 SH SOLE 32965 0 0 KIMBERLY-CLARK CORP COM 494368103 1819235 14064 SH SOLE 14064 0 0 LOWES COS INC COM 548661107 1455947 5715 SH SOLE 5715 0 0 LULULEMON ATHLETICA INC COM 550021109 2266942 5803 SH SOLE 5803 0 0 MCDONALDS CORP COM 580135101 2601915 9228 SH SOLE 9228 0 0 MERCK & CO INC COM 58933Y105 5206033 39454 SH SOLE 39454 0 0 META PLATFORMS INC CL A 30303M102 8359316 17214 SH SOLE 17214 0 0 MICROSOFT CORP COM 594918104 6515849 15486 SH SOLE 15486 0 0 MORGAN STANLEY COM NEW 617446448 414363 4400 SH SOLE 4400 0 0 NETFLIX INC COM 64110L106 868049 1429 SH SOLE 1429 0 0 NIKE INC CL B 654106103 2620071 27879 SH SOLE 27879 0 0 NORTHROP GRUMMAN CORP COM 666807102 233463 487 SH SOLE 487 0 0 NUCOR CORP COM 670346105 228371 1153 SH SOLE 1153 0 0 NVIDIA CORPORATION COM 67066G104 495062 547 SH SOLE 547 0 0 OCCIDENTAL PETE CORP COM 674599105 2943197 45282 SH SOLE 45282 0 0 ORACLE CORP COM 68389X105 3827786 30473 SH SOLE 30473 0 0 PAYPAL HLDGS INC COM 70450Y103 4662504 69600 SH SOLE 69600 0 0 PEPSICO INC COM 713448108 2744777 15683 SH SOLE 15683 0 0 PROCTER AND GAMBLE CO COM 742718109 2593972 15987 SH SOLE 15987 0 0 QUALCOMM INC COM 747525103 7530436 44477 SH SOLE 44477 0 0 RTX CORPORATION COM 75513E101 2547085 26115 SH SOLE 26115 0 0 SHELL PLC SPON ADS 780259305 211280 3151 SH SOLE 3151 0 0 SPDR GOLD TR GOLD SHS 78463V107 3035604 14756 SH SOLE 14756 0 0 STARBUCKS CORP COM 855244109 3951865 43241 SH SOLE 43241 0 0 TARGET CORP COM 87612E106 2972039 16771 SH SOLE 16771 0 0 TEEKAY CORPORATION COM Y8564W103 1404377 192908 SH SOLE 192908 0 0 TESLA INC COM 88160R101 2259225 12852 SH SOLE 12852 0 0 ULTA BEAUTY INC COM 90384S303 6487495 12407 SH SOLE 12407 0 0 VALARIS LTD CL A G9460G101 220211 2926 SH SOLE 2926 0 0 VALERO ENERGY CORP COM 91913Y100 6958596 40766 SH SOLE 40766 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 203219 4843 SH SOLE 4843 0 0 VISA INC COM CL A 92826C839 227171 814 SH SOLE 814 0 0 WALMART INC COM 931142103 3335306 55431 SH SOLE 55431 0 0 WELLS FARGO CO NEW COM 949746101 4159609 71766 SH SOLE 71766 0 0 WILLIAMS COS INC COM 969457100 1988102 51017 SH SOLE 51017 0 0 WILLIAMS SONOMA INC COM 969904101 6090121 19180 SH SOLE 19180 0 0