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
Regulatory Consultant
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