0001085146-19-001460.txt : 20190513
0001085146-19-001460.hdr.sgml : 20190513
20190510205254
ACCESSION NUMBER: 0001085146-19-001460
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190513
DATE AS OF CHANGE: 20190510
EFFECTIVENESS DATE: 20190513
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: 19816642
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
true
false
0001725362
XXXXXXXX
03-31-2019
03-31-2019
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
05-10-2019
0
87
109723
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
2768
13322
SH
DFND
13322
0
0
ALCOA CORP
COM
013872106
384
13650
SH
DFND
13650
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
2527
13849
SH
DFND
13849
0
0
AMARIN CORP PLC
SPONS ADR NEW
023111206
604
29110
SH
DFND
29110
0
0
AMARIN CORP PLC
SPONS ADR NEW
023111206
19
7500
SH
Call
DFND
0
0
0
AMAZON COM INC
COM
023135106
248
139
SH
DFND
139
0
0
AMERICAN AIRLS GROUP INC
COM
02376R102
1915
60286
SH
DFND
60286
0
0
AMERICAN EXPRESS CO
COM
025816109
1786
16342
SH
DFND
16342
0
0
AMGEN INC
COM
031162100
1764
9283
SH
DFND
9283
0
0
APPLE INC
COM
037833100
5278
27785
SH
DFND
27785
0
0
AT&T INC
COM
00206R102
424
13523
SH
DFND
13523
0
0
BANK AMER CORP
COM
060505104
1
2000
SH
Call
DFND
0
0
0
BANK AMER CORP
COM
060505104
986
35736
SH
DFND
35736
0
0
BARCLAYS PLC
ADR
06738E204
561
70075
SH
DFND
70075
0
0
BOEING CO
COM
097023105
5397
14151
SH
DFND
14151
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
1086
22756
SH
DFND
22756
0
0
CELANESE CORP DEL
COM
150870103
1086
11010
SH
DFND
11010
0
0
CELGENE CORP
COM
151020104
2015
21360
SH
DFND
21360
0
0
CHEVRON CORP NEW
COM
166764100
2096
17018
SH
DFND
17018
0
0
CISCO SYS INC
COM
17275R102
1250
23160
SH
DFND
23160
0
0
CITIGROUP INC
COM NEW
172967424
985
15823
SH
DFND
15823
0
0
COCA COLA CO
COM
191216100
1022
21812
SH
DFND
21812
0
0
CREDIT SUISSE GROUP
SPONSORED ADR
225401108
754
64725
SH
DFND
64725
0
0
DIREXION SHS ETF TR
ZACKS MLP HG INC
25459Y298
524
38500
SH
DFND
38500
0
0
DISCOVER FINL SVCS
COM
254709108
1320
18545
SH
DFND
18545
0
0
DISNEY WALT CO
COM DISNEY
254687106
3188
28717
SH
DFND
28717
0
0
DOWDUPONT INC
COM
26078J100
1068
20042
SH
DFND
20042
0
0
EATON VANCE TAX MNGD GBL DV
COM
27829F108
91
11128
SH
DFND
11128
0
0
EBAY INC
COM
278642103
948
25534
SH
DFND
25534
0
0
EDISON INTL
COM
281020107
286
4612
SH
DFND
4612
0
0
EXXON MOBIL CORP
COM
30231G102
2004
24801
SH
DFND
24801
0
0
FACEBOOK INC
CL A
30303M102
2596
15576
SH
DFND
15576
0
0
FEDEX CORP
COM
31428X106
2744
15128
SH
DFND
15128
0
0
FORD MTR CO DEL
COM
345370860
96
10891
SH
DFND
10891
0
0
FOUNDATION BLDG MATLS INC
COM
350392106
454
46100
SH
DFND
46100
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
402
31200
SH
DFND
31200
0
0
GENERAL ELECTRIC CO
COM
369604103
995
99597
SH
DFND
99597
0
0
GENERAL MTRS CO
COM
37045V100
1918
51711
SH
DFND
51711
0
0
GILEAD SCIENCES INC
COM
375558103
1233
18961
SH
DFND
18961
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
1764
9186
SH
DFND
9186
0
0
HOME DEPOT INC
COM
437076102
1070
5574
SH
DFND
5574
0
0
HUNTINGTON BANCSHARES INC
COM
446150104
576
45464
SH
DFND
45464
0
0
INNOSPEC INC
COM
45768S105
417
5000
SH
DFND
5000
0
0
INTEL CORP
COM
458140100
1632
30398
SH
DFND
30398
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
358
1992
SH
DFND
1992
0
0
JOHNSON & JOHNSON
COM
478160104
1728
12358
SH
DFND
12358
0
0
JPMORGAN CHASE & CO
COM
46625H100
2553
25221
SH
DFND
25221
0
0
KIMBERLY CLARK CORP
COM
494368103
989
7985
SH
DFND
7985
0
0
LEAR CORP
COM NEW
521865204
375
2760
SH
DFND
2760
0
0
LILLY ELI & CO
COM
532457108
2481
19117
SH
DFND
19117
0
0
LOWES COS INC
COM
548661107
368
3359
SH
DFND
3359
0
0
LULULEMON ATHLETICA INC
COM
550021109
2016
12300
SH
DFND
12300
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
561
6675
SH
DFND
6675
0
0
MACYS INC
COM
55616P104
1243
51710
SH
DFND
51710
0
0
MARTIN MIDSTREAM PRTNRS L P
UNIT L P INT
573331105
146
11700
SH
DFND
11700
0
0
MCDONALDS CORP
COM
580135101
1242
6539
SH
DFND
6539
0
0
MERCK & CO INC
COM
58933Y105
2475
29757
SH
DFND
29757
0
0
MICROSOFT CORP
COM
594918104
2258
19148
SH
DFND
19148
0
0
MORGAN STANLEY
COM NEW
617446448
200
4731
SH
DFND
4731
0
0
NEW GOLD INC CDA
COM
644535106
182
211000
SH
DFND
211000
0
0
NIKE INC
CL B
654106103
1486
17648
SH
DFND
17648
0
0
NUVEEN ALL CAP ENE MLP OPPO
COM
67075E108
109
15800
SH
DFND
15800
0
0
ORACLE CORP
COM
68389X105
1147
21351
SH
DFND
21351
0
0
PAYPAL HLDGS INC
COM
70450Y103
2411
23221
SH
DFND
23221
0
0
PEPSICO INC
COM
713448108
1407
11483
SH
DFND
11483
0
0
PFIZER INC
COM
717081103
1844
43424
SH
DFND
43424
0
0
PROCTER AND GAMBLE CO
COM
742718109
1370
13168
SH
DFND
13168
0
0
QUALCOMM INC
COM
747525103
2277
39928
SH
DFND
39928
0
0
QUEST DIAGNOSTICS INC
COM
74834L100
247
2750
SH
DFND
2750
0
0
QUICKLOGIC CORP
COM
74837P108
8
13000
SH
DFND
13000
0
0
REALTY INCOME CORP
COM
756109104
217
2950
SH
DFND
2950
0
0
SEMPRA ENERGY
COM
816851109
503
4000
SH
DFND
4000
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
204
723
SH
DFND
723
0
0
STARBUCKS CORP
COM
855244109
2529
34017
SH
DFND
34017
0
0
TARGET CORP
COM
87612E106
2003
24956
SH
DFND
24956
0
0
TEEKAY CORPORATION
COM
Y8564W103
823
209882
SH
DFND
209882
0
0
TIFFANY & CO NEW
COM
886547108
652
6181
SH
DFND
6181
0
0
TWITTER INC
COM
90184L102
2129
64740
SH
DFND
64740
0
0
UNITED STATES STL CORP NEW
COM
912909108
308
15796
SH
DFND
15796
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
1358
10537
SH
DFND
10537
0
0
VALERO ENERGY CORP NEW
COM
91913Y100
1003
11822
SH
DFND
11822
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
470
7949
SH
DFND
7949
0
0
VIACOM INC NEW
CL B
92553P201
391
13925
SH
DFND
13925
0
0
WALMART INC
COM
931142103
1230
12607
SH
DFND
12607
0
0
WELLS FARGO CO NEW
COM
949746101
2437
50438
SH
DFND
50438
0
0
WILLIAMS COS INC DEL
COM
969457100
620
21601
SH
DFND
21601
0
0
WILLIAMS SONOMA INC
COM
969904101
1083
19240
SH
DFND
19240
0
0