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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
31
4
2
2
1
0
22
3
0
BELL BROWN WEALTH ADVISORS LLC

Time Period2018-12-31

Total Holdings81

Total Value ($x1000)93,474
Activities
New4

Increased43

Unchanged7

Decreased27

Sold Out8

Top 10 Stock Holdingstotal 30.58%
BA5.11

AAPL4.59

DIS3.32

MMM2.72

JPM2.58

 
LLY2.49

QCOM2.47

MRK2.46

WFC2.45

SBUX2.39

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BA
5.11%
COM
AAPL
4.59%
COM
DIS
3.32%
COM DISNEY
MMM
2.72%
COM
JPM
2.58%
COM
LLY
2.49%
COM
QCOM
2.47%
COM
MRK
2.46%
COM
WFC
2.45%
COM
SBUX
2.39%
COM
FDX
2.19%
COM
MSFT
2.12%
COM
PYPL
2.1%
COM
BABA
2.09%
SPONSORED ADS
TWTR
2.03%
COM
M
2.01%
COM
PFE
2.01%
COM
FB
1.97%
CL A
AMGN
1.92%
COM
CVX
1.91%
COM
GM
1.89%
COM
LULU
1.76%
COM
XOM
1.76%
COM
AXP
1.73%
COM
JNJ
1.67%
COM
BMY
1.66%
COM
INTC
1.51%
COM
GS
1.47%
COM
NKE
1.45%
CL B
PEP
1.34%
COM
GILD
1.29%
COM
PG
1.28%
COM
MCD
1.25%
COM
WMT
1.25%
COM
CELG
1.21%
COM
DFS
1.19%
COM
UTX
1.18%
COM
WSM
1.09%
COM
CE
1.09%
COM SER A
CSCO
1.07%
COM
KO
1.05%
COM
ORCL
1.03%
COM
KMB
0.97%
COM
HD
0.97%
COM
DWDP
0.95%
COM
AAL
0.92%
COM
VLO
0.91%
COM
C
0.86%
COM NEW
BAC
0.84%
COM
GE
0.81%
COM
CS
0.77%
SPONSORED ADR
EBAY
0.76%
COM
T
0.74%
COM
TK
0.71%
COM
BCS
0.59%
ADR
HBAN
0.58%
COM
ZMLP
0.58%
ZACKS HG INC SHS
WMB
0.56%
COM
TIF
0.53%
COM
IOSP
0.5%
COM
LYB
0.47%
SHS - A -
AA
0.43%
COM
VZ
0.42%
COM
VIAB
0.41%
CL B
FBM
0.41%
COM
LEA
0.36%
COM NEW
FCX
0.36%
COM
X
0.34%
COM
LOW
0.33%
COM
QQQ
0.33%
UNIT SER 1
ARNC
0.27%
COM
IBM
0.26%
COM
DGX
0.24%
COM
AMZN
0.22%
COM
MMLP
0.15%
UNIT L P INT
F
0.12%
COM PAR $0.01
JMLP
0.1%
COM
AROC
0.09%
COM
QUIK
0.01%
COM
BAC
< 0.01%
CALL
HBAN
< 0.01%
CALL
WELLS FA...
2.38%
PRN
(NOTE)
2.18%
PRN
TGT
2.09%
COM
AVGO
1.62%
COM
GOOGL
1.06%
CAP STK CL A
WHR
0.52%
COM
SLB
0.26%
COM
MS
0.2%
COM NEW