StockDriftsStockDriftsTop 50 Bell & Brown Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 5.46% | 54.4K | $16.8M | -4.79%(-2.74K) | $24.20(+1389.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.15% | 62.5K | $15.9M | +0.48%(+299) | $64.74(+376.76%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.96% | 53.2K | $15.3M | -3.51%(-1.93K) | $69.20(+420.09%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 4.12% | 74.9K | $12.7M | -0.10%(-75) | $64.14(+113.75%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.64% | 12.2K | $11.2M | -3.60%(-455) | $131.13(+825.70%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 3.46% | 12.6K | $10.7M | -4.66%(-616) | $378.41(+169.81%) | 2026-03-31 | |
| VLO | VALERO ENERGY CORP | 3.4% | 42.4K | $10.5M | -1.61%(-695) | $78.49(+241.13%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.09% | 16.2K | $9.5M | -1.45%(-239) | $212.58(+174.20%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.09% | 32.3K | $9.5M | -1.37%(-450) | $112.20(+198.10%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.59% | 38.4K | $8.0M | +0.97%(+368) | $112.49(+115.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.28% | +65.49% |
| Top 20 Holdings Unweighted | +16.85% | +59.54% |
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