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
TEEKAY CORPORATION COM 51 $1,439,002 201,258 0.00 0.00 -4,114 -2.00 12-31-2023
CITIGROUP INC COM NEW 52 $1,334,622 25,945 0.00 0.00 -2,255 -8.00 12-31-2023
LOWES COS INC COM 53 $1,280,920 5,755 0.00 0.00 -5 -0.09 12-31-2023
LYONDELLBASELL INDUSTRIES N SHS - A - 54 $1,065,657 11,208 0.00 0.00 75 0.67 12-31-2023
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