0001085146-20-000171.txt : 20200117 0001085146-20-000171.hdr.sgml : 20200117 20200116183031 ACCESSION NUMBER: 0001085146-20-000171 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200117 DATE AS OF CHANGE: 20200116 EFFECTIVENESS DATE: 20200117 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: 20531950 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 12-31-2019 12-31-2019 false Bell & Brown Wealth Advisors, LLC

14 Corporate Plaza Suite 100 Newport Beach CA 92660

13F HOLDINGS REPORT 028-18402 N Gerardo Martinez 310-275-7300 /s/ Gerardo Martinez Beverly Hills CA 01-16-2020 0 81 134167 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALCOA CORP COM 013872106 452 22267 SH DFND 22267 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3188 14126 SH DFND 14126 0 0 ALPHABET INC CAP STK CL A 02079K305 4630 3226 SH DFND 3226 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 2346 84499 SH DFND 84499 0 0 AMERICAN EXPRESS CO COM 025816109 2102 16327 SH DFND 16327 0 0 AMGEN INC COM 031162100 2238 9288 SH DFND 9288 0 0 APPLE INC COM 037833100 8077 25730 SH DFND 25730 0 0 AT&T INC COM 00206R102 478 12606 SH DFND 12606 0 0 BANK AMER CORP COM 060505104 1240 35872 SH DFND 35872 0 0 BARCLAYS PLC ADR 06738E204 575 62075 SH DFND 62075 0 0 BOEING CO COM 097023105 5225 15783 SH DFND 15783 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 2753 41330 SH DFND 41330 0 0 BROADCOM INC COM 11135F101 3467 11465 SH DFND 11465 0 0 CELANESE CORP DEL COM 150870103 1309 11025 SH DFND 11025 0 0 CHEVRON CORP NEW COM 166764100 2027 17499 SH DFND 17499 0 0 CISCO SYS INC COM 17275R102 1164 24234 SH DFND 24234 0 0 CITIGROUP INC COM NEW 172967424 1315 16280 SH DFND 16280 0 0 COCA COLA CO COM 191216100 1263 22210 SH DFND 22210 0 0 CORTEVA INC COM 22052L104 752 26227 SH DFND 26227 0 0 CREDIT SUISSE GROUP SPONSORED ADR 225401108 956 69050 SH DFND 69050 0 0 DIREXION SHS ETF TR ZACKS MLP HG INC 25459Y298 390 31350 SH DFND 31350 0 0 DISCOVER FINL SVCS COM 254709108 1512 18145 SH DFND 18145 0 0 DISNEY WALT CO COM DISNEY 254687106 4155 28701 SH DFND 28701 0 0 DOW INC COM 260557103 839 16054 SH DFND 16054 0 0 DUPONT DE NEMOURS INC COM 26614N102 893 14533 SH DFND 14533 0 0 EBAY INC COM 278642103 937 26305 SH DFND 26305 0 0 EDISON INTL COM 281020107 385 5012 SH DFND 5012 0 0 EXXON MOBIL CORP COM 30231G102 2313 33506 SH DFND 33506 0 0 FACEBOOK INC CL A 30303M102 3332 15074 SH DFND 15074 0 0 FEDEX CORP COM 31428X106 3092 19253 SH DFND 19253 0 0 FOUNDATION BLDG MATLS INC COM 350392106 879 46000 SH DFND 46000 0 0 GENERAL ELECTRIC CO COM 369604103 1201 100898 SH DFND 100898 0 0 GENERAL MTRS CO COM 37045V100 1772 50614 SH DFND 50614 0 0 GILEAD SCIENCES INC COM 375558103 1010 15693 SH DFND 15693 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 2366 9606 SH DFND 9606 0 0 HAWAIIAN ELEC INDUSTRIES COM 419870100 203 4342 SH DFND 4342 0 0 HOME DEPOT INC COM 437076102 1201 5365 SH DFND 5365 0 0 HUNTINGTON BANCSHARES INC COM 446150104 659 45621 SH DFND 45621 0 0 INNOSPEC INC COM 45768S105 527 5058 SH DFND 5058 0 0 INTEL CORP COM 458140100 1800 30446 SH DFND 30446 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 439 1990 SH DFND 1990 0 0 JPMORGAN CHASE & CO COM 46625H100 3434 25179 SH DFND 25179 0 0 KIMBERLY CLARK CORP COM 494368103 1177 8298 SH DFND 8298 0 0 LEAR CORP COM NEW 521865204 372 2710 SH DFND 2710 0 0 LILLY ELI & CO COM 532457108 2987 21223 SH DFND 21223 0 0 LOWES COS INC COM 548661107 811 6785 SH DFND 6785 0 0 LULULEMON ATHLETICA INC COM 550021109 2600 10655 SH DFND 10655 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1099 11975 SH DFND 11975 0 0 MCDONALDS CORP COM 580135101 1364 6502 SH DFND 6502 0 0 MERCK & CO INC COM 58933Y105 2686 29379 SH DFND 29379 0 0 MICROSOFT CORP COM 594918104 2858 17482 SH DFND 17482 0 0 MORGAN STANLEY COM NEW 617446448 254 4840 SH DFND 4840 0 0 NIKE INC CL B 654106103 1812 17638 SH DFND 17638 0 0 NORTHROP GRUMMAN CORP COM 666807102 243 640 SH DFND 640 0 0 NUVEEN ALL CAP ENE MLP OPPO COM 67075E108 59 11000 SH DFND 11000 0 0 OCCIDENTAL PETE CORP COM 674599105 1089 23100 SH DFND 23100 0 0 ORACLE CORP COM 68389X105 1244 22717 SH DFND 22717 0 0 PAYPAL HLDGS INC COM 70450Y103 2595 22501 SH DFND 22501 0 0 PEPSICO INC COM 713448108 1495 10766 SH DFND 10766 0 0 PFIZER INC COM 717081103 1953 48092 SH DFND 48092 0 0 PROCTER & GAMBLE CO COM 742718109 1541 12268 SH DFND 12268 0 0 QUALCOMM INC COM 747525103 3730 41546 SH DFND 41546 0 0 QUEST DIAGNOSTICS INC COM 74834L100 284 2650 SH DFND 2650 0 0 REALTY INCOME CORP COM 756109104 225 2950 SH DFND 2950 0 0 SEMPRA ENERGY COM 816851109 615 4000 SH DFND 4000 0 0 SOUTHERN CO COM 842587107 216 3305 SH DFND 3305 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 230 700 SH DFND 700 0 0 STARBUCKS CORP COM 855244109 3014 32769 SH DFND 32769 0 0 TARGET CORP COM 87612E106 2729 23503 SH DFND 23503 0 0 TEEKAY CORPORATION NOTE 5.000% 1/1 87900YAE3 1035 212132 SH DFND 212132 0 0 TESLA INC COM 88160R101 220 415 SH DFND 415 0 0 TWITTER INC COM 90184L102 2431 72740 SH DFND 72740 0 0 ULTA BEAUTY INC COM 90384S303 3829 13686 SH DFND 13686 0 0 UNITED STATES STL CORP NEW COM 912909108 124 11747 SH DFND 11747 0 0 UNITED TECHNOLOGIES CORP COM 913017109 1631 10728 SH DFND 10728 0 0 VALERO ENERGY CORP NEW COM 91913Y100 1176 12769 SH DFND 12769 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 385 6514 SH DFND 6514 0 0 WALMART INC COM 931142103 1452 12617 SH DFND 12617 0 0 WELLS FARGO CO NEW COM 949746101 1503 31204 SH DFND 31204 0 0 WILLIAMS COS INC DEL COM 969457100 526 22113 SH DFND 22113 0 0 WILLIAMS SONOMA INC COM 969904101 1677 22080 SH DFND 22080 0 0