0001085146-22-002538.txt : 20220722 0001085146-22-002538.hdr.sgml : 20220722 20220722160437 ACCESSION NUMBER: 0001085146-22-002538 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220722 DATE AS OF CHANGE: 20220722 EFFECTIVENESS DATE: 20220722 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: 221100007 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 06-30-2022 06-30-2022 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 07-21-2022 0 73 187049 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2672 23508 SH SOLE 23508 0 0 ALPHABET INC CAP STK CL A 02079K305 7130 3272 SH SOLE 3272 0 0 ALPHABET INC CAP STK CL C 02079K107 217 99 SH SOLE 99 0 0 AMAZON COM INC COM 023135106 4523 42591 SH SOLE 42591 0 0 AMERICAN EXPRESS CO COM 025816109 2198 15859 SH SOLE 15859 0 0 AMGEN INC COM 031162100 2163 8890 SH SOLE 8890 0 0 APPLE INC COM 037833100 8923 65265 SH SOLE 65265 0 0 ARBOR REALTY TRUST INC COM 038923108 3776 288093 SH SOLE 288093 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 384 1408 SH SOLE 1408 0 0 BOEING CO COM 097023105 4201 30732 SH SOLE 30732 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 4665 60588 SH SOLE 60588 0 0 BROADCOM INC COM 11135F101 5017 10328 SH SOLE 10328 0 0 CELANESE CORP DEL COM 150870103 1093 9290 SH SOLE 9290 0 0 CHEVRON CORP NEW COM 166764100 3558 24573 SH SOLE 24573 0 0 CITIGROUP INC COM NEW 172967424 1516 32960 SH SOLE 32960 0 0 COCA COLA CO COM 191216100 2299 36532 SH SOLE 36532 0 0 CORTEVA INC COM 22052L104 1838 33962 SH SOLE 33962 0 0 COSTCO WHSL CORP NEW COM 22160K105 3091 6449 SH SOLE 6449 0 0 DISCOVER FINL SVCS COM 254709108 1842 19475 SH SOLE 19475 0 0 DISNEY WALT CO COM 254687106 3761 39845 SH SOLE 39845 0 0 DOW INC COM 260557103 2041 39557 SH SOLE 39557 0 0 DUPONT DE NEMOURS INC COM 26614N102 1825 32842 SH SOLE 32842 0 0 EDISON INTL COM 281020107 323 5112 SH SOLE 5112 0 0 EXXON MOBIL CORP COM 30231G102 8871 103581 SH SOLE 103581 0 0 FEDEX CORP COM 31428X106 4571 20162 SH SOLE 20162 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 3900 13133 SH SOLE 13133 0 0 HOME DEPOT INC COM 437076102 2076 7571 SH SOLE 7571 0 0 INNOSPEC INC COM 45768S105 500 5218 SH SOLE 5218 0 0 INTEL CORP COM 458140100 1483 39623 SH SOLE 39623 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 241 860 SH SOLE 860 0 0 JOHNSON & JOHNSON COM 478160104 476 2678 SH SOLE 2678 0 0 JPMORGAN CHASE & CO COM 46625H100 3708 32927 SH SOLE 32927 0 0 KIMBERLY-CLARK CORP COM 494368103 1761 13032 SH SOLE 13032 0 0 LEAR CORP COM NEW 521865204 299 2375 SH SOLE 2375 0 0 LILLY ELI & CO COM 532457108 6638 20473 SH SOLE 20473 0 0 LOWES COS INC COM 548661107 1038 5941 SH SOLE 5941 0 0 LULULEMON ATHLETICA INC COM 550021109 1771 6497 SH SOLE 6497 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 975 11143 SH SOLE 11143 0 0 MCDONALDS CORP COM 580135101 2396 9706 SH SOLE 9706 0 0 MERCK & CO INC COM 58933Y105 3948 43300 SH SOLE 43300 0 0 META PLATFORMS INC CL A 30303M102 3412 21165 SH SOLE 21165 0 0 MICROSOFT CORP COM 594918104 4456 17348 SH SOLE 17348 0 0 MORGAN STANLEY COM NEW 617446448 319 4195 SH SOLE 4195 0 0 NETFLIX INC COM 64110L106 2029 11599 SH SOLE 11599 0 0 NIKE INC CL B 654106103 2139 20931 SH SOLE 20931 0 0 NORTHROP GRUMMAN CORP COM 666807102 274 574 SH SOLE 574 0 0 OCCIDENTAL PETE CORP COM 674599105 7390 125509 SH SOLE 125509 0 0 ORACLE CORP COM 68389X105 2206 31573 SH SOLE 31573 0 0 PAYPAL HLDGS INC COM 70450Y103 2923 41857 SH SOLE 41857 0 0 PEPSICO INC COM 713448108 2559 15360 SH SOLE 15360 0 0 PROCTER AND GAMBLE CO COM 742718109 2266 15763 SH SOLE 15763 0 0 PROSHARES TR II VIX SH TRM FUTRS 74347Y854 1369 75000 SH SOLE 75000 0 0 QUALCOMM INC COM 747525103 5275 41295 SH SOLE 41295 0 0 QUEST DIAGNOSTICS INC COM 74834L100 266 2000 SH SOLE 2000 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2205 22943 SH SOLE 22943 0 0 RHYTHM PHARMACEUTICALS INC COM 76243J105 293 70400 SH SOLE 70400 0 0 ROBLOX CORP CL A 771049103 287 8715 SH SOLE 8715 0 0 ROKU INC COM CL A 77543R102 411 5000 SH SOLE 5000 0 0 SPDR GOLD TR GOLD SHS 78463V107 3688 21889 SH SOLE 21889 0 0 STARBUCKS CORP COM 855244109 3052 39947 SH SOLE 39947 0 0 STATERA BIOPHARMA INC COM 857561104 5 18313 SH SOLE 18313 0 0 TARGET CORP COM 87612E106 2312 16371 SH SOLE 16371 0 0 TEEKAY CORPORATION COM Y8564W103 594 206292 SH SOLE 206292 0 0 TESLA INC COM 88160R101 889 1320 SH SOLE 1320 0 0 ULTA BEAUTY INC COM 90384S303 5779 14992 SH SOLE 14992 0 0 UNITY SOFTWARE INC COM 91332U101 368 10000 SH SOLE 10000 0 0 VALERO ENERGY CORP COM 91913Y100 5808 54649 SH SOLE 54649 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 479 9439 SH SOLE 9439 0 0 WALMART INC COM 931142103 2254 18537 SH SOLE 18537 0 0 WELLS FARGO CO NEW COM 949746101 3836 97934 SH SOLE 97934 0 0 WHITING PETE CORP NEW COM NEW 966387508 210 3087 SH SOLE 3087 0 0 WILLIAMS COS INC COM 969457100 1619 51888 SH SOLE 51888 0 0 WILLIAMS SONOMA INC COM 969904101 2369 21351 SH SOLE 21351 0 0