Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BELL & BROWN WEALTH ADVISORS LLC | 05-13-2024 | 03-31-2024 | 68 | 233,627,086 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 1 | $11,985,837 | 15,406 | 0.01 | 0.00 | -527 | -3.31 | 03-31-2024 |
| BROADCOM INC | COM | 2 | $11,118,614 | 8,388 | 0.00 | 0.00 | -625 | -6.93 | 03-31-2024 |
| APPLE INC | COM | 3 | $10,291,638 | 60,016 | 0.00 | 0.01 | -2,912 | -4.63 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 4 | $8,910,759 | 59,036 | 0.00 | 0.00 | -1,300 | -2.15 | 03-31-2024 |
