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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
34
4
2
2
2
0
22
3
0
BELL BROWN WEALTH ADVISORS LLC

Time Period2019-03-31

Total Holdings87

Total Value ($x1000)109,723
Activities
New10

Increased34

Unchanged8

Decreased35

Sold Out4

Top 10 Stock Holdingstotal 29.22%
BA4.92

AAPL4.81

DIS2.91

MMM2.52

FDX2.5

 
FB2.37

JPM2.33

SBUX2.3

BABA2.3

LLY2.26

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BA
4.92%
COM
AAPL
4.81%
COM
DIS
2.91%
COM DISNEY
MMM
2.52%
COM
FDX
2.5%
COM
FB
2.37%
CL A
JPM
2.33%
COM
SBUX
2.3%
COM
BABA
2.3%
SPONSORED ADS
LLY
2.26%
COM
MRK
2.26%
COM
WFC
2.22%
COM
PYPL
2.2%
COM
QCOM
2.08%
COM
MSFT
2.06%
COM
TWTR
1.94%
COM
CVX
1.91%
COM
LULU
1.84%
COM
CELG
1.84%
COM
XOM
1.83%
COM
TGT
1.83%
COM
GM
1.75%
COM
AAL
1.75%
COM
PFE
1.68%
COM
AXP
1.63%
COM
GS
1.61%
COM
AMGN
1.61%
COM
JNJ
1.57%
COM
INTC
1.49%
COM
NKE
1.35%
CL B
PEP
1.28%
COM
PG
1.25%
COM
UTX
1.24%
COM
DFS
1.2%
COM
CSCO
1.14%
COM
M
1.13%
COM
MCD
1.13%
COM
GILD
1.12%
COM
WMT
1.12%
COM
ORCL
1.05%
COM
CE
0.99%
COM SER A
BMY
0.99%
COM
WSM
0.99%
COM
HD
0.98%
COM
DWDP
0.97%
COM
KO
0.93%
COM
VLO
0.91%
COM
GE
0.91%
COM
KMB
0.9%
COM
BAC
0.9%
COM
C
0.9%
COM NEW
EBAY
0.86%
COM
TK
0.75%
COM
CS
0.69%
SPONSORED ADR
TIF
0.59%
COM
WMB
0.57%
COM
AMRN
0.55%
SPONS ADR NEW
HBAN
0.52%
COM
LYB
0.51%
SHS - A -
BCS
0.51%
ADR
ZMLP
0.48%
ZACKS HG INC SHS
SRE
0.46%
COM
VZ
0.43%
COM
FBM
0.41%
COM
T
0.39%
COM
IOSP
0.38%
COM
FCX
0.37%
COM
VIAB
0.36%
CL B
AA
0.35%
COM
LEA
0.34%
COM NEW
LOW
0.34%
COM
QQQ
0.33%
UNIT SER 1
X
0.28%
COM
EIX
0.26%
COM
AMZN
0.23%
COM
DGX
0.23%
COM
O
0.2%
COM
SPY
0.19%
TR UNIT
MS
0.18%
COM NEW
NGD
0.17%
COM
MMLP
0.13%
UNIT L P INT
JMLP
0.1%
COM
F
0.09%
COM PAR $0.01
EXG
0.08%
COM
AMRN
0.02%
CALL
QUIK
0.01%
COM
BAC
< 0.01%
CALL
ARNC
0.27%
COM
IBM
0.26%
COM
AROC
0.09%
COM
HBAN
< 0.01%
CALL