Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BELL & BROWN WEALTH ADVISORS LLC | 02-12-2024 | 12-31-2023 | 74 | 215,405,562 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $12,115,700 | 62,928 | 0.01 | 0.01 | -1,225 | -1.91 | 12-31-2023 |
| BROADCOM INC | COM | 2 | $10,061,764 | 9,013 | 0.00 | 0.00 | -342 | -3.66 | 12-31-2023 |
| ELI LILLY & CO | COM | 3 | $9,287,931 | 15,933 | 0.00 | 0.00 | -925 | -5.49 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 4 | $8,428,336 | 60,336 | 0.00 | 0.00 | -467 | -0.77 | 12-31-2023 |
