Beverly Hills Private Wealth, LLC Purchases in Q2 2025

Beverly Hills Private Wealth, LLC

  • $533 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
1.72K
+ 12.91%
$484.66 - $738.09 $832K - $1.27M
15K $11.1B
MGM
Mgm Resorts International

Consumer Cyclical
79.2K
+ 178.98%
$25.79 - $34.95 $2.04M - $2.77M
123K $4.24B
ALX
Alexanders Inc

Real Estate
11.3K
+ 170.72%
$193.54 - $232.53 $2.19M - $2.63M
18K $4.05B
SCHW
Schwab Charles Corp

Financial Services
8.56K
+ 9.11%
$69.06 - $91.24 $591K - $781K
103K $9.35B
AMZN
Amazon Com Inc

Consumer Cyclical
254
+ 0.43%
$167.32 - $223.3 $42.5K - $56.7K
59.4K $13B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
29.4K
+ 29.54%
$49.79 - $50.75 $1.47M - $1.49M
129K $6.55B
CBL
Cbl & Associates Properties Inc

Real Estate
62.2K
+ 48.11%
$22.42 - $27.27 $1.4M - $1.7M
192K $4.86B
GOOGL
Alphabet Inc.

Communication Services
4.29K
+ 27.44%
$144.7 - $178.6 $621K - $767K
19.9K $3.51B
CB
Chubb LTD

Financial Services
3.7K
+ 305.37%
$274.32 - $302.46 $1.01M - $1.12M
4.91K $1.42B
AER
Aer Cap Holdings N.V.

Industrials
3.81K
+ 16.42%
$88.97 - $117.24 $339K - $447K
27K $3.16B
HPQ
Hp Inc

Technology
31.8K
+ 54.75%
$21.88 - $29.32 $696K - $933K
89.9K $2.2B
NWS
News Corp New Cl B Com Stk (De

Communication Services
4.28K
+ 3.95%
$27.41 - $34.31 $117K - $147K
113K $3.87B
BK
Bank Of New York Mellon Corp

Financial Services
4.81K
+ 25.92%
$73.31 - $91.62 $352K - $440K
23.3K $2.13B
NSC
Norfolk Southern Corp

Industrials
1.45K
+ 16.07%
$206.34 - $257.46 $299K - $373K
10.5K $2.68B
Kimco Rlty Corp
8.88K
New
N/A
8.88K $537M
SF
Stifel Financial Corp

Financial Services
1.9K
+ 5.48%
$76.49 - $103.78 $145K - $197K
36.6K $3.8B
GNMA
Ishares Gnma Bond ETF

ETFs
11.7K
+ 11.88%
$42.91 - $44.21 $503K - $518K
110K $4.85B
PLTR
Palantir Technologies Inc.

Technology
16
+ 0.17%
$74.01 - $144.25 $1.18K - $2.31K
9.67K $1.32B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
9.71K
New
$50.52 - $50.92 $490K - $494K
9.71K $494M
SIL
Global X Silver Miners ETF

ETFs
7.23K
+ 43.08%
$33.97 - $49.02 $246K - $355K
24K $1.16B
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
48.8K
New
$8.91 - $10.66 $435K - $520K
48.8K $469M
AXP
American Express CO

Financial Services
249
+ 3.32%
$231.39 - $318.98 $57.6K - $79.4K
7.75K $2.47B
ARES
Ares Management Corp

Financial Services
2.06K
+ 60.28%
$118.04 - $175.83 $243K - $362K
5.48K $948M
Blackrock Inc
12
+ 0.29%
N/A
4.1K $4.3B
SCHR
Schwab Intermediate Term Us Tr

ETFs
14.9K
+ 32.96%
$24.54 - $25.07 $367K - $374K
60.3K $1.51B
EPPRC
El Paso Enr Cp Tsti 4.75%
7.6K
+ 11.7%
N/A
72.5K $3.54B
EDV
Vanguard Extended Duration Tre

ETFs
7.61K
+ 19.39%
$62.83 - $72.45 $478K - $551K
46.8K $3.15B
IEMG
Ishares Inc

ETFs
6.03K
New
N/A
6.03K $362M
INTU
Intuit Inc

Technology
106
+ 6.79%
$544.07 - $787.63 $57.7K - $83.5K
1.67K $1.31B
GLW
Corning Inc

Technology
2.78K
+ 9.45%
$39.07 - $52.59 $108K - $146K
32.1K $1.69B
NFLX
Netflix Inc

Communication Services
87
+ 16.45%
$855.86 - $1339.13 $74.5K - $117K
616 $825M
AMAT
Applied Materials Inc

Technology
465
+ 7.6%
$126.95 - $183.52 $59K - $85.3K
6.58K $1.21B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.65K
+ 9.32%
$50.5 - $71.23 $83.1K - $117K
19.3K $1.31B
VZ
Verizon Communications Inc

Communication Services
13.2K
+ 9.78%
$41.67 - $45.62 $549K - $601K
148K $6.4B
MCHP
Microchip Technology Inc

Technology
3.98K
New
$35.34 - $71.6 $140K - $285K
3.98K $280M
SNOW
Snowflake Inc.

Technology
348
+ 13.78%
$130.53 - $223.77 $45.4K - $77.9K
2.87K $643M
VTV
Vanguard Value ETF

ETFs
1.49K
New
$153.67 - $176.74 $229K - $263K
1.49K $263M
ENVX
Enovix Corp

Industrials
7.05K
+ 11.54%
$5.46 - $10.53 $38.5K - $74.2K
68.1K $704M
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
12.6K
New
$17.67 - $18.32 $223K - $231K
12.6K $227M
D
Dominion Energy, Inc

Utilities
3.76K
+ 13.17%
$49.66 - $58.0 $186K - $218K
32.3K $1.82B
AVTR
Avantor, Inc.

Basic Materials
14.6K
New
$11.94 - $16.29 $174K - $238K
14.6K $196M
Granite Real Estate Invt Tr
2.7K
+ 21.39%
N/A
15.3K $777M
NOK
Nokia Corp

Technology
34.7K
New
$4.65 - $5.43 $162K - $189K
34.7K $180M
AIV
Apartment Investment & Management CO

Real Estate
24.4K
+ 8.85%
$7.24 - $8.85 $177K - $216K
300K $2.59B
MAR
Marriott International Inc

Consumer Cyclical
163
+ 4.65%
$211.12 - $274.14 $34.4K - $44.7K
3.67K $1B
Gsk PLC
4.46K
+ 13.49%
N/A
37.6K $1.44B
PCAR
Paccar Inc

Industrials
2.09K
+ 11.95%
$86.4 - $99.09 $181K - $207K
19.6K $1.86B
ACI
Albertsons Companies, Inc.

Consumer Defensive
11.7K
+ 5.95%
$19.94 - $22.91 $233K - $268K
209K $4.49B
DELL
Dell Technologies Inc.

Technology
362
+ 11.06%
$71.63 - $125.98 $25.9K - $45.6K
3.63K $446M
Activity Summary
Buys All Purchases 94 New Holdings 11 Increased Positions 83 Sells All Sells 220 Reductions 220 Sold out 0 Options Calls 1 Puts 1
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