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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
39
7
3
2
2
0
26
4
0
BELL BROWN WEALTH ADVISORS LLC

Time Period2018-12-31

Total Holdings107

Total Value ($x1000)248,709
Activities
New27

Increased78

Unchanged0

Decreased2

Sold Out5

Top 10 Stock Holdingstotal 29.32%
BA4.9

AAPL4.44

DIS3.23

MMM2.64

JPM2.48

 
QCOM2.38

LLY2.37

MRK2.37

SBUX2.31

WFC2.2

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BA
4.9%
COM
AAPL
4.44%
COM
DIS
3.23%
COM DISNEY
MMM
2.64%
COM
JPM
2.48%
COM
QCOM
2.38%
COM
LLY
2.37%
COM
MRK
2.37%
COM
SBUX
2.31%
COM
WFC
2.2%
COM
FDX
2.13%
COM
BABA
2.01%
SPONSORED ADS
PYPL
1.99%
COM
TWTR
1.97%
COM
MSFT
1.95%
COM
PFE
1.94%
COM
M
1.91%
COM
FB
1.88%
CL A
AMGN
1.86%
COM
CVX
1.85%
COM
GM
1.84%
COM
TGT
1.82%
COM
XOM
1.74%
COM
LULU
1.69%
COM
AXP
1.66%
COM
BMY
1.61%
COM
JNJ
1.6%
COM
GS
1.44%
COM
INTC
1.44%
COM
NKE
1.38%
CL B
PEP
1.28%
COM
WMT
1.26%
COM
GILD
1.25%
COM
PG
1.21%
COM
MCD
1.18%
COM
UTX
1.17%
COM
CELG
1.16%
COM
DFS
1.15%
COM
WSM
1.07%
COM
CE
1.07%
COM SER A
CSCO
1.03%
COM
KO
1.01%
COM
ORCL
0.99%
COM
HD
0.95%
COM
KMB
0.93%
COM
AAL
0.89%
COM
DWDP
0.89%
COM
VLO
0.85%
COM
C
0.83%
COM NEW
BAC
0.8%
COM
GE
0.78%
COM
CS
0.76%
SPONSORED ADR
T
0.74%
COM
EBAY
0.73%
COM
TK
0.69%
COM
HBAN
0.55%
COM
ZMLP
0.55%
ZACKS HG INC SHS
WMB
0.53%
COM
TIF
0.48%
COM
LYB
0.46%
SHS - A -
FBM
0.46%
COM
AA
0.41%
COM
VZ
0.39%
COM
VIAB
0.39%
CL B
IOSP
0.38%
COM
LEA
0.37%
COM NEW
FCX
0.33%
COM
X
0.31%
COM
LOW
0.31%
COM
ARNC
0.27%
COM
IBM
0.26%
COM
DGX
0.24%
COM
QQQ
0.24%
UNIT SER 1
NOC
0.2%
COM
AMZN
0.19%
COM
FNF
0.17%
COM
BRK.B
0.17%
CL B NEW
SPY
0.17%
TR UNIT
O
0.16%
COM
MS
0.16%
COM NEW
COST
0.14%
COM
MMLP
0.14%
UNIT L P INT
NFLX
0.13%
COM
PRU
0.12%
COM
RDS/B
0.12%
SPON ADR B
WHR
0.12%
COM
F
0.11%
COM PAR $0.01
LMT
0.11%
COM
SLB
0.11%
COM
MKC
0.1%
COM NON VTG
DUK
0.09%
COM NEW
BKI
0.09%
COM
AROC
0.09%
COM
UPS
0.09%
CL B
OXY
0.08%
COM
DTE
0.08%
COM
EPD
0.08%
COM
JMLP
0.08%
COM
SM
0.07%
COM
CEF
0.05%
CL A
EXG
0.05%
COM
RDNT
0.04%
COM
TTOO
0.02%
COM
TRT
0.01%
COM NEW
QUIK
0.01%
COM
BAC
< 0.01%
CALL
HBAN
< 0.01%
CALL
WELLS FA...
2.38%
PRN
(NOTE)
2.18%
PRN
AVGO
1.62%
COM
GOOGL
1.06%
CAP STK CL A
BCS
0.55%
ADR