0001085146-22-000695.txt : 20220210 0001085146-22-000695.hdr.sgml : 20220210 20220209210525 ACCESSION NUMBER: 0001085146-22-000695 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220210 DATE AS OF CHANGE: 20220209 EFFECTIVENESS DATE: 20220210 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: 22609287 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 12-31-2021 12-31-2021 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 02-09-2022 0 71 207154 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACELRX PHARMACEUTICALS INC COM 00444T100 9 20000 SH SOLE 20000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2734 21661 SH SOLE 21661 0 0 ALPHABET INC CAP STK CL A 02079K305 8213 2908 SH SOLE 2908 0 0 ALPHABET INC CAP STK CL C 02079K107 288 102 SH SOLE 102 0 0 AMAZON COM INC COM 023135106 4993 1542 SH SOLE 1542 0 0 AMERICAN EXPRESS CO COM 025816109 3374 17122 SH SOLE 17122 0 0 AMGEN INC COM 031162100 2196 9250 SH SOLE 9250 0 0 APPLE INC COM 037833100 12651 72015 SH SOLE 72015 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 487 1508 SH SOLE 1508 0 0 BOEING CO COM 097023105 6284 29216 SH SOLE 29216 0 0 BP PLC SPONSORED ADR 055622104 249 7489 SH SOLE 7489 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 4125 61592 SH SOLE 61592 0 0 BROADCOM INC COM 11135F101 6498 10753 SH SOLE 10753 0 0 CELANESE CORP DEL COM 150870103 1587 9960 SH SOLE 9960 0 0 CHEVRON CORP NEW COM 166764100 3565 25931 SH SOLE 25931 0 0 CITIGROUP INC COM NEW 172967424 2129 31464 SH SOLE 31464 0 0 COCA COLA CO COM 191216100 2228 36346 SH SOLE 36346 0 0 CONOCOPHILLIPS COM 20825C104 204 2195 SH SOLE 2195 0 0 CORTEVA INC COM 22052L104 1810 35300 SH SOLE 35300 0 0 COSTCO WHSL CORP NEW COM 22160K105 3344 6283 SH SOLE 6283 0 0 DISCOVER FINL SVCS COM 254709108 2539 20264 SH SOLE 20264 0 0 DISNEY WALT CO COM 254687106 5687 39187 SH SOLE 39187 0 0 DOW INC COM 260557103 2411 39003 SH SOLE 39003 0 0 DUPONT DE NEMOURS INC COM 26614N102 2566 31563 SH SOLE 31563 0 0 EBAY INC. COM 278642103 1581 26112 SH SOLE 26112 0 0 EDISON INTL COM 281020107 315 5112 SH SOLE 5112 0 0 EXXON MOBIL CORP COM 30231G102 9021 114202 SH SOLE 114202 0 0 FEDEX CORP COM 31428X106 4952 20206 SH SOLE 20206 0 0 GENERAL ELECTRIC CO COM NEW 369604301 331 3325 SH SOLE 3325 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 4897 13059 SH SOLE 13059 0 0 HOME DEPOT INC COM 437076102 2585 7065 SH SOLE 7065 0 0 INNOSPEC INC COM 45768S105 477 5186 SH SOLE 5186 0 0 INTEL CORP COM 458140100 1844 37352 SH SOLE 37352 0 0 JOHNSON & JOHNSON COM 478160104 398 2319 SH SOLE 2319 0 0 JPMORGAN CHASE & CO COM 46625H100 5092 32440 SH SOLE 32440 0 0 KIMBERLY-CLARK CORP COM 494368103 1630 12305 SH SOLE 12305 0 0 LEAR CORP COM NEW 521865204 430 2485 SH SOLE 2485 0 0 LILLY ELI & CO COM 532457108 5358 21971 SH SOLE 21971 0 0 LOWES COS INC COM 548661107 1450 6186 SH SOLE 6186 0 0 LULULEMON ATHLETICA INC COM 550021109 2318 6854 SH SOLE 6854 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1281 12491 SH SOLE 12491 0 0 MCDONALDS CORP COM 580135101 2630 10078 SH SOLE 10078 0 0 MERCK & CO INC COM 58933Y105 3279 42790 SH SOLE 42790 0 0 META PLATFORMS INC CL A 30303M102 4348 19219 SH SOLE 19219 0 0 MICROSOFT CORP COM 594918104 5062 16398 SH SOLE 16398 0 0 MORGAN STANLEY COM NEW 617446448 501 4627 SH SOLE 4627 0 0 NIKE INC CL B 654106103 2916 19890 SH SOLE 19890 0 0 NORTHROP GRUMMAN CORP COM 666807102 229 598 SH SOLE 598 0 0 OCCIDENTAL PETE CORP COM 674599105 6344 156295 SH SOLE 156295 0 0 ORACLE CORP COM 68389X105 2645 32269 SH SOLE 32269 0 0 PAYPAL HLDGS INC COM 70450Y103 3376 27340 SH SOLE 27340 0 0 PEPSICO INC COM 713448108 2531 14795 SH SOLE 14795 0 0 PROCTER AND GAMBLE CO COM 742718109 2462 15422 SH SOLE 15422 0 0 QUALCOMM INC COM 747525103 7716 42744 SH SOLE 42744 0 0 QUEST DIAGNOSTICS INC COM 74834L100 323 2355 SH SOLE 2355 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2199 22950 SH SOLE 22950 0 0 REDWOOD TRUST INC NOTE 4.750% 8/1 758075AC9 13 13000 SH SOLE 13000 0 0 SPDR GOLD TR GOLD SHS 78463V107 3953 23117 SH SOLE 23117 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 208 455 SH SOLE 455 0 0 STARBUCKS CORP COM 855244109 3807 39117 SH SOLE 39117 0 0 STATERA BIOPHARMA INC COM 857561104 19 19313 SH SOLE 19313 0 0 TARGET CORP COM 87612E106 3699 17086 SH SOLE 17086 0 0 TEEKAY CORPORATION NOTE 5.000% 1/1 87900YAE3 678 214902 SH SOLE 214902 0 0 TESLA INC COM 88160R101 1347 1443 SH SOLE 1443 0 0 ULTA BEAUTY INC COM 90384S303 5765 15422 SH SOLE 15422 0 0 VALERO ENERGY CORP COM 91913Y100 5154 58016 SH SOLE 58016 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 556 10495 SH SOLE 10495 0 0 WALMART INC COM 931142103 2407 17456 SH SOLE 17456 0 0 WELLS FARGO CO NEW COM 949746101 4465 75868 SH SOLE 75868 0 0 WILLIAMS COS INC COM 969457100 1664 54413 SH SOLE 54413 0 0 WILLIAMS SONOMA INC COM 969904101 2727 16635 SH SOLE 16635 0 0