13FBOX
Bellars Harris Wealth Management, LLC · 13F Holdings
Options Calculator Rankings

Bellars Harris Wealth Management, LLC

No.4283 Data as of 2026Q2
Latest AUM (Q2 2026)
$491.3M
QoQ Change Q1 2026
+$491.3Mnew
Holdings
96
New Buys
96
Adds
0
Reduces
0
Exits
0
Unchanged
0
Holdings Value Trend
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CATERPILLAR INCCAT
3%$14.7M13,845$00+13,845New Buy
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
2.97%$14.6M426,335$00+426,335New Buy
CISCO SYS INCCSCO
2.7%$13.3M112,851$00+112,851New Buy
JPMORGAN CHASE & COJPM
2.65%$13.0M39,817$00+39,817New Buy
JOHNSON CONTROLS INTERNATIONJCI
2.25%$11.1M75,639$00+75,639New Buy
WELLTOWER INC COMWELL
2.16%$10.6M46,790$00+46,790New Buy
WILLIAMS COS INCWMB
2.15%$10.6M142,181$00+142,181New Buy
AMERICAN ELEC PWR CO INCAEP
2.11%$10.4M75,847$00+75,847New Buy
BBANK NEW YORK MELLON CORPBK
2.1%$10.3M71,394$00+71,394New Buy
MERCK & CO INCMRK
2.09%$10.3M79,847$00+79,847New Buy
NISOURCE INC COMNI
2.02%$9.9M209,027$00+209,027New Buy
BROADCOM INCAVGO
2%$9.8M25,990$00+25,990New Buy
CUMMINS INCCMI
1.98%$9.7M13,609$00+13,609New Buy
LOEWS CORPL
1.92%$9.4M83,149$00+83,149New Buy
DUKE ENERGY CORP NEWDUK
1.9%$9.3M73,740$00+73,740New Buy
CARETRUST REIT INCCTRE
1.9%$9.3M231,313$00+231,313New Buy
PARKER-HANNIFIN CORPPH
1.89%$9.3M9,489$00+9,489New Buy
NATWEST GROUP PLC SPONS ADRNWG
1.88%$9.2M523,908$00+523,908New Buy
CCOMFORT SYS USA INCFIX
1.88%$9.2M4,655$00+4,655New Buy
SNAP ON INCSNA
1.86%$9.1M22,730$00+22,730New Buy
MMUELLER INDS INCMLI
1.81%$8.9M72,208$00+72,208New Buy
WALMART INCWMT
1.78%$8.8M77,362$00+77,362New Buy
RTX CORPORATIONRTX
1.78%$8.7M46,072$00+46,072New Buy
MICRON TECHNOLOGY INCMU
1.77%$8.7M7,535$00+7,535New Buy
HARTFORD INSURANCEHIG
1.72%$8.5M63,780$00+63,780New Buy
HSBC HLDGS PLC SPON ADR NEWHSBC
1.64%$8.0M84,607$00+84,607New Buy
HHF SINCLAIR CORPDINO
1.6%$7.8M112,539$00+112,539New Buy
KIRBY CORPKEX
1.53%$7.5M55,208$00+55,208New Buy
NVIDIA CORPORATIONNVDA
1.5%$7.4M36,883$00+36,883New Buy
APPLE INCAAPL
1.5%$7.4M25,475$00+25,475New Buy
IISHARES COREIJH
1.46%$7.2M92,849$00+92,849New Buy
ALPHABET INCGOOGL
1.46%$7.2M20,034$00+20,034New Buy
TECHNIPFMC PLC COMFTI
1.42%$7.0M105,379$00+105,379New Buy
DDYCOM INDS INCDY
1.4%$6.9M13,633$00+13,633New Buy
PERDOCEO ED CORPPRDO
1.39%$6.8M213,013$00+213,013New Buy
JJANUS HENDERSONJAAA
1.37%$6.7M132,912$00+132,912New Buy
GE AEROSPACEGE
1.22%$6.0M16,065$00+16,065New Buy
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
1.2%$5.9M41,470$00+41,470New Buy
IINVESCO S&PSPHQ
1.19%$5.9M65,085$00+65,085New Buy
VVANGUARD SPECIALIZED FUNDSVIG
1.19%$5.8M24,696$00+24,696New Buy
AMAZON COM INCAMZN
1.14%$5.6M23,495$00+23,495New Buy
ARISTA NETWORKS INCANET
1.14%$5.6M32,869$00+32,869New Buy
OMEGA HEALTHCARE INVS INCOHI
1.13%$5.6M116,406$00+116,406New Buy
BRISTOL-MYERS SQUIBB COBMY
1.1%$5.4M93,578$00+93,578New Buy
TJX COS INC NEWTJX
1.05%$5.2M34,049$00+34,049New Buy
JJANUS HENDERSON SECURITIZED INCOME ETFJSI
1.03%$5.1M98,641$00+98,641New Buy
CASEYS GEN STORES INCCASY
1.03%$5.0M6,349$00+6,349New Buy
GENERAL DYNAMICS CORPGD
1.02%$5.0M14,157$00+14,157New Buy
IINVESCO EXCHANGE TRADED FD TRSP
1%$4.9M23,191$00+23,191New Buy
IISHARES TRMTUM
0.98%$4.8M13,993$00+13,993New Buy

🧭 Institutional Sector Flow Heatmap

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