0001085146-20-002627.txt : 20201023 0001085146-20-002627.hdr.sgml : 20201023 20201023170415 ACCESSION NUMBER: 0001085146-20-002627 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201023 DATE AS OF CHANGE: 20201023 EFFECTIVENESS DATE: 20201023 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: 201258368 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 09-30-2020 09-30-2020 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 10-22-2020 0 69 138310 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALCOA CORP COM 013872106 289 21577 SH SOLE 21577 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3919 12648 SH SOLE 12648 0 0 ALPHABET INC CAP STK CL A 02079K305 5005 3137 SH SOLE 3137 0 0 AMAZON COM INC COM 023135106 4611 1453 SH SOLE 1453 0 0 AMERICAN EXPRESS CO COM 025816109 1862 18255 SH SOLE 18255 0 0 AMGEN INC COM 031162100 2004 8781 SH SOLE 8781 0 0 APPLE INC COM 037833100 9689 82710 SH SOLE 82710 0 0 AT&T INC COM 00206R102 298 11162 SH SOLE 11162 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 286 1358 SH SOLE 1358 0 0 BOEING CO COM 097023105 3777 22847 SH SOLE 22847 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 3053 50581 SH SOLE 50581 0 0 BROADCOM INC COM 11135F101 4147 11119 SH SOLE 11119 0 0 CELANESE CORP DEL COM 150870103 1228 10500 SH SOLE 10500 0 0 CHEVRON CORP NEW COM 166764100 1362 19126 SH SOLE 19126 0 0 CITIGROUP INC COM NEW 172967424 1001 23054 SH SOLE 23054 0 0 COCA COLA CO COM 191216100 1316 26365 SH SOLE 26365 0 0 CORTEVA INC COM 22052L104 1220 36839 SH SOLE 36839 0 0 COSTCO WHSL CORP NEW COM 22160K105 254 673 SH SOLE 673 0 0 CREDIT SUISSE GROUP SPONSORED ADR 225401108 702 65817 SH SOLE 65817 0 0 DISCOVER FINL SVCS COM 254709108 1412 22995 SH SOLE 22995 0 0 DISNEY WALT CO COM DISNEY 254687106 3742 29614 SH SOLE 29614 0 0 DOW INC COM 260557103 1342 27299 SH SOLE 27299 0 0 DUPONT DE NEMOURS INC COM 26614N102 1446 24374 SH SOLE 24374 0 0 EBAY INC. COM 278642103 1420 26654 SH SOLE 26654 0 0 EDISON INTL COM 281020107 357 6012 SH SOLE 6012 0 0 EXXON MOBIL CORP COM 30231G102 2051 61245 SH SOLE 61245 0 0 FACEBOOK INC CL A 30303M102 4389 15654 SH SOLE 15654 0 0 FEDEX CORP COM 31428X106 5474 19274 SH SOLE 19274 0 0 FOUNDATION BLDG MATLS INC COM 350392106 976 58054 SH SOLE 58054 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 2206 10773 SH SOLE 10773 0 0 HOME DEPOT INC COM 437076102 1614 5677 SH SOLE 5677 0 0 INNOSPEC INC COM 45768S105 348 5091 SH SOLE 5091 0 0 INTEL CORP COM 458140100 1560 29069 SH SOLE 29069 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 573 2013 SH SOLE 2013 0 0 JPMORGAN CHASE & CO COM 46625H100 3042 30286 SH SOLE 30286 0 0 KIMBERLY CLARK CORP COM 494368103 1166 7855 SH SOLE 7855 0 0 LEAR CORP COM NEW 521865204 345 2610 SH SOLE 2610 0 0 LILLY ELI & CO COM 532457108 2933 20626 SH SOLE 20626 0 0 LOWES COS INC COM 548661107 1167 6630 SH SOLE 6630 0 0 LULULEMON ATHLETICA INC COM 550021109 2733 8280 SH SOLE 8280 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 879 11450 SH SOLE 11450 0 0 MCDONALDS CORP COM 580135101 1877 8223 SH SOLE 8223 0 0 MERCK & CO. INC COM 58933Y105 2395 30502 SH SOLE 30502 0 0 MICROSOFT CORP COM 594918104 3603 16804 SH SOLE 16804 0 0 MORGAN STANLEY COM NEW 617446448 257 5049 SH SOLE 5049 0 0 NIKE INC CL B 654106103 2255 17398 SH SOLE 17398 0 0 OCCIDENTAL PETE CORP COM 674599105 879 89060 SH SOLE 89060 0 0 ORACLE CORP COM 68389X105 1734 29038 SH SOLE 29038 0 0 PAYPAL HLDGS INC COM 70450Y103 4237 20092 SH SOLE 20092 0 0 PEPSICO INC COM 713448108 1544 11080 SH SOLE 11080 0 0 PROCTER AND GAMBLE CO COM 742718109 1698 11819 SH SOLE 11819 0 0 QUALCOMM INC COM 747525103 5449 41966 SH SOLE 41966 0 0 QUEST DIAGNOSTICS INC COM 74834L100 307 2475 SH SOLE 2475 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1134 18661 SH SOLE 18661 0 0 SEMPRA ENERGY COM 816851109 519 4000 SH SOLE 4000 0 0 SPDR GOLD TR GOLD SHS 78463V107 262 1450 SH SOLE 1450 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 228 665 SH SOLE 665 0 0 STARBUCKS CORP COM 855244109 3343 37782 SH SOLE 37782 0 0 TARGET CORP COM 87612E106 3364 20567 SH SOLE 20567 0 0 TEEKAY CORPORATION NOTE 5.000% 1/1 87900YAE3 489 238482 SH SOLE 238482 0 0 TESLA INC COM 88160R101 581 1354 SH SOLE 1354 0 0 TWITTER INC COM 90184L102 3746 75021 SH SOLE 75021 0 0 ULTA BEAUTY INC COM 90384S303 3905 16758 SH SOLE 16758 0 0 VALERO ENERGY CORP COM 91913Y100 701 17004 SH SOLE 17004 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 444 7796 SH SOLE 7796 0 0 WALMART INC COM 931142103 1833 12709 SH SOLE 12709 0 0 WELLS FARGO CO NEW COM 949746101 1825 79846 SH SOLE 79846 0 0 WILLIAMS COS INC COM 969457100 493 25124 SH SOLE 25124 0 0 WILLIAMS SONOMA INC COM 969904101 2010 20010 SH SOLE 20010 0 0