Avoid Fraud, Get The Facts, And Find The Best
Legal Name: BELL & BROWN WEALTH ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 6, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
Apple Inc (037833100)
|
28,174 |
$5,576k |
|
|
Boeing Co/The (097023105)
|
14,722 |
$5,359k |
|
|
DISNEY WALT CO (254687106)
|
29,217 |
$4,080k |
|
|
QUALCOMM INC (747525103)
|
43,305 |
$3,294k |
|
|
Facebook Inc (30303M102)
|
15,837 |
$3,057k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
25,822 |
$2,887k |
|
|
STARBUCKS CORP (855244109)
|
34,388 |
$2,883k |
|
|
FEDEX CORP (31428X106)
|
16,097 |
$2,643k |
|
|
PayPal Holdings Inc (70450Y103)
|
22,956 |
$2,628k |
|
|
MICROSOFT CORP (594918104)
|
19,317 |
$2,588k |
|
|
MERCK & CO INC (58933Y105)
|
30,330 |
$2,543k |
|
|
3M CO (88579Y101)
|
14,030 |
$2,432k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
14,191 |
$2,405k |
|
|
WELLS FARGO CO NEW (949746101)
|
50,614 |
$2,395k |
|
|
Twitter Inc (90184L102)
|
65,690 |
$2,293k |
|
|
LULULEMON ATHLETICA (550021109)
|
12,250 |
$2,208k |
|
|
TARGET CORPORATION (87612E106)
|
25,075 |
$2,172k |
|
|
LILLY ELI & CO (532457108)
|
19,442 |
$2,154k |
|
|
Chevron Corp (166764100)
|
17,080 |
$2,125k |
|
|
American Express Co. (025816109)
|
16,935 |
$2,090k |
|
|
CELGENE CORP (151020104)
|
22,455 |
$2,076k |
|
|
General Motors Co (37045V100)
|
52,351 |
$2,017k |
|
|
AAL (02376R102)
|
61,650 |
$2,010k |
|
|
PFIZER INC (717081103)
|
45,515 |
$1,972k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
9,557 |
$1,955k |
|
|
Exxon Mobil Corp (30231G102)
|
24,757 |
$1,897k |
|
|
AMGEN INC (031162100)
|
9,498 |
$1,750k |
|
|
JOHNSON & JOHNSON (478160104)
|
12,505 |
$1,742k |
|
|
PEPSICO INC (713448108)
|
11,532 |
$1,512k |
|
|
NIKE INC (654106103)
|
17,939 |
$1,506k |
|
|
INTEL CORP (458140100)
|
30,697 |
$1,469k |
|
|
DISCOVER FINL SVCS (254709108)
|
18,695 |
$1,451k |
|
|
UNITED TECHNOLOGIES (913017109)
|
10,811 |
$1,408k |
|
|
PROCTER & GAMBLE CO (742718109)
|
12,812 |
$1,405k |
|
|
WALMART INC COM (931142103)
|
12,647 |
$1,397k |
|
|
MCDONALDS CORP (580135101)
|
6,537 |
$1,357k |
|
|
GILEAD SCIENCES INC (375558103)
|
19,152 |
$1,294k |
|
|
WILLIAMS SONOMA INC (969904101)
|
19,715 |
$1,281k |
|
|
CISCO SYSTEMS INC (17275R102)
|
23,223 |
$1,271k |
|
|
Celanese (CE) (150870103)
|
11,485 |
$1,238k |
|
|
ORACLE CORP (68389X105)
|
21,333 |
$1,215k |
|
|
HOME DEPOT INC (437076102)
|
5,645 |
$1,174k |
|
|
CITIGROUP INC (172967424)
|
15,867 |
$1,111k |
|
|
COCA-COLA CO (191216100)
|
21,454 |
$1,092k |
|
|
GENERAL ELECTRIC CO (369604103)
|
102,789 |
$1,079k |
|
|
KIMBERLY CLARK CORP (494368103)
|
8,035 |
$1,071k |
|
|
MACYS INC (55616P104)
|
49,789 |
$1,068k |
|
|
Bank of America Corp. (060505104)
|
35,598 |
$1,032k |
|
|
Valero Energy Corp (91913Y100)
|
12,015 |
$1,029k |
|
|
Bristol-Myers Squibb Co (110122108)
|
22,609 |
$1,025k |
|
|
EBAY INC (278642103)
|
25,376 |
$1,002k |
|
|
Credit Suisse Group AG (225401108)
|
70,575 |
$845k |
|
|
FOUNDATION BUILDING MATERIAL (350392106)
|
46,100 |
$820k |
|
|
TEEKAY CORPORATION (Y8564W103)
|
227,232 |
$782k |
|
|
Williams Cos Inc/The (969457100)
|
23,095 |
$648k |
|
|
LYONDELLBASELL INDUS (N53745100)
|
7,375 |
$635k |
|
|
HUNTINGTON BANCSHARE (446150104)
|
45,293 |
$626k |
|
|
SEMPRA ENERGY (816851109)
|
4,000 |
$550k |
|
|
BARCLAYS PLC ADREACH CV INTO 4 ORD STK GBP0.25 JPM (06738E204)
|
71,475 |
$544k |
|
|
DIREXION SHS ETF TR (25459Y298)
|
39,400 |
$532k |
|
|
AT&T INC (00206R102)
|
14,062 |
$471k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
8,056 |
$460k |
|
|
INNOSPEC INC (45768S105)
|
5,031 |
$459k |
|
|
VIACOM INC NEW (92553P201)
|
13,725 |
$410k |
|
|
LEAR CORP (521865204)
|
2,760 |
$384k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,993 |
$372k |
|
|
Freeport-McMoRan Inc (35671D857)
|
30,836 |
$358k |
|
|
LOWES CO (548661107)
|
3,434 |
$347k |
|
|
Alcoa Corp (013872106)
|
13,500 |
$316k |
|
|
EDISON INTL (281020107)
|
4,612 |
$311k |
|
|
Amazon.com Inc (023135106)
|
149 |
$282k |
|
|
QUEST DIAGNOSTICS (74834L100)
|
2,750 |
$280k |
|
|
UNITED STATES STL CORP NEW (912909108)
|
15,567 |
$238k |
|
|
NORTHROP GRUMMAN CO (666807102)
|
700 |
$226k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
723 |
$212k |
|
|
MORGAN STANLEY (617446448)
|
4,763 |
$209k |
|
|
REALTY INCOME CORP (756109104)
|
2,950 |
$203k |
|
|
EATON VANCE TAX MNGD GBL DV (27829F108)
|
11,128 |
$92k |
|
|
Martin Midstream Partners LP (573331105)
|
11,700 |
$84k |
|
|
NUVEEN ALL CAP ENE MLP OPPO (67075E108)
|
11,000 |
$68k |
|
|
QuickLogic Corporation (74837P108)
|
13,000 |
$7k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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