Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BELL & BROWN WEALTH ADVISORS LLC 05-11-2020 03-31-2020 71 107,724,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $7,416,000 23,770 6.88 5.06 -3,643 -13.29 03-31-2020
ALPHABET INC CAP STK CL A 2 $4,466,000 3,221 4.15 3.20 -9 -0.28 03-31-2020
AMAZON COM INC COM 3 $3,559,000 1,478 3.30 0.21 1,329 891.95 03-31-2020
FACEBOOK INC CL A 4 $3,409,000 16,014 3.16 2.29 174 1.10 03-31-2020
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