0001085146-18-000653.txt : 20180213
0001085146-18-000653.hdr.sgml : 20180213
20180213113749
ACCESSION NUMBER: 0001085146-18-000653
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180213
DATE AS OF CHANGE: 20180213
EFFECTIVENESS DATE: 20180213
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: 18600958
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
13F-HR
LIVE
false
false
false
0001725362
XXXXXXXX
12-31-2017
12-31-2017
false
Bell & Brown Wealth Advisors, LLC
14 Corporate Plaza
Suite 100
Newport Beach
CA
92660
13F HOLDINGS REPORT
028-18402
N
Gerardo Martinez
Regulatory Consultant
310-275-7300
/s/ Gerardo Martinez
Beverly Hills
CA
02-13-2018
0
83
96505
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
233
990
SH
DFND
990
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
768
7700
SH
DFND
7700
0
0
ALCOA CORP
COM
013872106
756
14036
SH
DFND
14036
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
1672
9694
SH
DFND
9694
0
0
AMERICAN EXPRESS CO
COM
025816109
1703
17151
SH
DFND
17151
0
0
AMGEN INC
COM
031162100
1593
9163
SH
DFND
9163
0
0
APPLE INC
COM
037833100
4372
25836
SH
DFND
25836
0
0
ARCHROCK PARTNERS L P
COM UNITS REPSTG
03957U100
119
10000
SH
DFND
10000
0
0
ARCONIC INC
COM
03965L100
443
16243
SH
DFND
16243
0
0
AT&T INC
COM
00206R102
1495
38450
SH
DFND
38450
0
0
BANK AMER CORP
COM
060505104
779
26399
SH
DFND
26399
0
0
BOARDWALK PIPELINE PARTNERS
UT LTD PARTNER
096627104
506
39173
SH
DFND
39173
0
0
BOEING CO
COM
097023105
5207
17655
SH
DFND
17655
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
1742
28419
SH
DFND
28419
0
0
CATERPILLAR INC DEL
COM
149123101
1092
6932
SH
DFND
6932
0
0
CELANESE CORP DEL
COM SER A
150870103
1317
12300
SH
DFND
12300
0
0
CELGENE CORP
COM
151020104
1379
13215
SH
DFND
13215
0
0
CHEVRON CORP NEW
COM
166764100
1870
14937
SH
DFND
14937
0
0
CISCO SYS INC
COM
17275R102
857
22365
SH
DFND
22365
0
0
CITIGROUP INC
COM NEW
172967424
892
11990
SH
DFND
11990
0
0
COCA COLA CO
COM
191216100
859
18717
SH
DFND
18717
0
0
DEERE & CO
COM
244199105
538
3439
SH
DFND
3439
0
0
DISCOVER FINL SVCS
COM
254709108
1471
19125
SH
DFND
19125
0
0
DISNEY WALT CO
COM DISNEY
254687106
2499
23241
SH
DFND
23241
0
0
DOWDUPONT INC
COM
26078J100
975
13688
SH
DFND
13688
0
0
EBAY INC
COM
278642103
575
15229
SH
DFND
15229
0
0
EXXON MOBIL CORP
COM
30231G102
1811
21653
SH
DFND
21653
0
0
FACEBOOK INC
CL A
30303M102
1340
7595
SH
DFND
7595
0
0
FEDEX CORP
COM
31428X106
2715
10880
SH
DFND
10880
0
0
FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
214
5443
SH
DFND
5443
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
203
2162
SH
DFND
2162
0
0
FORD MTR CO DEL
COM PAR $0.01
345370860
392
31410
SH
DFND
31410
0
0
FOUNDATION BLDG MATLS INC
COM
350392106
682
46100
SH
DFND
46100
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
647
34118
SH
DFND
34118
0
0
GENERAL ELECTRIC CO
COM
369604103
1033
59193
SH
DFND
59193
0
0
GENERAL MTRS CO
COM
37045V100
1934
47193
SH
DFND
47193
0
0
GILEAD SCIENCES INC
COM
375558103
1340
18710
SH
DFND
18710
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
1672
6562
SH
DFND
6562
0
0
HOME DEPOT INC
COM
437076102
260
1371
SH
DFND
1371
0
0
HUNTINGTON BANCSHARES INC
COM
446150104
577
39623
SH
DFND
39623
0
0
INNOSPEC INC
COM
45768S105
710
10060
SH
DFND
10060
0
0
INTEL CORP
COM
458140100
1181
25585
SH
DFND
25585
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
1116
7277
SH
DFND
7277
0
0
JOHNSON & JOHNSON
COM
478160104
1429
10231
SH
DFND
10231
0
0
JPMORGAN CHASE & CO
COM
46625H100
2584
24163
SH
DFND
24163
0
0
LEAR CORP
COM NEW
521865204
499
2825
SH
DFND
2825
0
0
LILLY ELI & CO
COM
532457108
1611
19070
SH
DFND
19070
0
0
LOWES COS INC
COM
548661107
314
3375
SH
DFND
3375
0
0
LULULEMON ATHLETICA INC
COM
550021109
1477
18800
SH
DFND
18800
0
0
MACYS INC
COM
55616P104
1968
78136
SH
DFND
78136
0
0
MARTIN MIDSTREAM PRTNRS L P
UNIT L P INT
573331105
235
16800
SH
DFND
16800
0
0
MCDONALDS CORP
COM
580135101
1107
6429
SH
DFND
6429
0
0
MERCK & CO INC
COM
58933Y105
1591
28267
SH
DFND
28267
0
0
METLIFE INC
COM
59156R108
608
12034
SH
DFND
12034
0
0
MICROSOFT CORP
COM
594918104
1848
21606
SH
DFND
21606
0
0
MORGAN STANLEY
COM NEW
617446448
241
4595
SH
DFND
4595
0
0
NIKE INC
CL B
654106103
1177
18819
SH
DFND
18819
0
0
ORACLE CORP
COM
68389X105
930
19680
SH
DFND
19680
0
0
PAYPAL HLDGS INC
COM
70450Y103
1664
22600
SH
DFND
22600
0
0
PEPSICO INC
COM
713448108
1195
9966
SH
DFND
9966
0
0
PFIZER INC
COM
717081103
1421
39244
SH
DFND
39244
0
0
PG&E CORP
COM
69331C108
346
7715
SH
DFND
7715
0
0
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
232
1490
SH
DFND
1490
0
0
PROCTER AND GAMBLE CO
COM
742718109
438
4771
SH
DFND
4771
0
0
QUALCOMM INC
COM
747525103
2467
38535
SH
DFND
38535
0
0
QUEST DIAGNOSTICS INC
COM
74834L100
271
2750
SH
DFND
2750
0
0
QUICKLOGIC CORP
COM
74837P108
23
13000
SH
DFND
13000
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
200
748
SH
DFND
748
0
0
STARBUCKS CORP
COM
855244109
1547
26941
SH
DFND
26941
0
0
TARGET CORP
COM
87612E106
2064
31629
SH
DFND
31629
0
0
TEEKAY CORPORATION
COM
Y8564W103
1028
110250
SH
DFND
110250
0
0
TIFFANY & CO NEW
COM
886547108
651
6267
SH
DFND
6267
0
0
TWITTER INC
COM
90184L102
1758
73220
SH
DFND
73220
0
0
UNITED STATES STL CORP NEW
COM
912909108
848
24099
SH
DFND
24099
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
1055
8268
SH
DFND
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0
0
VALERO ENERGY CORP NEW
COM
91913Y100
884
9618
SH
DFND
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0
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VERIZON COMMUNICATIONS INC
COM
92343V104
358
6763
SH
DFND
6763
0
0
VIACOM INC NEW
CL B
92553P201
586
19025
SH
DFND
19025
0
0
WAL-MART STORES INC
COM
931142103
1020
10330
SH
DFND
10330
0
0
WELLS FARGO CO NEW
COM
949746101
2636
43446
SH
DFND
43446
0
0
WHIRLPOOL CORP
COM
963320106
808
4789
SH
DFND
4789
0
0
WILLIAMS PARTNERS L P NEW
COM UNIT LTD PAR
96949L105
705
18174
SH
DFND
18174
0
0
WILLIAMS SONOMA INC
COM
969904101
1142
22090
SH
DFND
22090
0
0