Beverly Hills Private Wealth, LLC Purchases in Q1 2025

Beverly Hills Private Wealth, LLC

  • $506 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
1.19K
+ 1.78%
$117.15 - $158.79 $139K - $188K
67.9K $10.8B
VGIT
Vanguard Intermediate Term Tre

ETFs
42.1K
+ 29.75%
$57.44 - $59.4 $2.42M - $2.5M
184K $10.9B
WEX
Wex Inc.

Technology
12.7K
+ 726.35%
$148.29 - $186.78 $1.88M - $2.36M
14.4K $2.26B
VZ
Verizon Communications Inc

Communication Services
25.7K
+ 23.62%
$37.81 - $46.49 $973K - $1.2M
135K $6.11B
ELV
Elevance Health, Inc.

Healthcare
1.76K
+ 14.88%
$365.9 - $436.25 $642K - $766K
13.6K $5.89B
ALX
Alexanders Inc

Real Estate
6.63K
New
$185.64 - $219.2 $1.23M - $1.45M
6.63K $1.39B
VGSH
Vanguard

ETFs
22.2K
+ 14.11%
$58.07 - $58.69 $1.29M - $1.31M
180K $10.6B
GLW
Corning Inc

Technology
29.4K
New
$44.91 - $54.25 $1.32M - $1.59M
29.4K $1.34B
GNMA
Ishares Gnma Bond ETF

ETFs
28.6K
+ 40.82%
$42.17 - $44.04 $1.21M - $1.26M
98.7K $4.33B
MGM
Mgm Resorts International

Consumer Cyclical
44.2K
New
$29.64 - $40.37 $1.31M - $1.79M
44.2K $1.31B
SCHW
Schwab Charles Corp

Financial Services
8.63K
+ 10.12%
$71.24 - $83.64 $615K - $722K
93.9K $7.35B
ACI
Albertsons Companies, Inc.

Consumer Defensive
20.2K
+ 11.41%
$19.58 - $22.02 $395K - $444K
197K $4.33B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.77K
+ 5.24%
$34.58 - $45.97 $95.6K - $127K
55.5K $2.55B
KR
Kroger CO

Consumer Defensive
4.57K
+ 6.71%
$58.36 - $67.72 $266K - $309K
72.7K $4.92B
PEP
Pepsico Inc

Consumer Defensive
5.09K
+ 17.98%
$142.64 - $156.42 $726K - $797K
33.4K $5.01B
V
Visa Inc.

Financial Services
393
+ 2.65%
$306.92 - $362.71 $121K - $143K
15.2K $5.33B
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
25.9K
+ 17.61%
$20.56 - $21.51 $533K - $558K
173K $3.68B
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
57.1K
+ 22.95%
$11.16 - $11.37 $638K - $650K
306K $3.43B
CVX
Chevron Corp

Energy
85
+ 0.33%
$146.71 - $167.97 $12.5K - $14.3K
26K $4.35B
Granite Real Estate Invt Tr
12.6K
New
N/A
12.6K $591M
AER
Aer Cap Holdings N.V.

Industrials
4.56K
+ 24.48%
$94.11 - $105.78 $429K - $483K
23.2K $2.37B
JNJ
Johnson & Johnson

Healthcare
210
+ 0.83%
$142.06 - $167.7 $29.8K - $35.2K
25.5K $4.23B
EPPRC
El Paso Enr Cp Tsti 4.75%
10.4K
+ 19.01%
N/A
64.9K $3.16B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
6.25K
+ 54.72%
$43.79 - $57.46 $274K - $359K
17.7K $1.01B
ARES
Ares Management Corp

Financial Services
3.42K
New
$140.19 - $198.28 $479K - $677K
3.42K $501M
UNH
Unitedhealth Group Inc

Healthcare
547
+ 5.41%
$461.52 - $548.18 $252K - $300K
10.7K $5.58B
MCK
Mckesson Corp

Healthcare
194
+ 7.32%
$566.21 - $672.99 $110K - $131K
2.85K $1.91B
STEW
Boulder Growth & Income Fund

Financial Services
22.6K
New
$15.76 - $17.3 $357K - $392K
22.6K $391M
SIL
Global X Silver Miners ETF

ETFs
7.29K
+ 76.72%
$31.91 - $40.68 $233K - $296K
16.8K $662M
T
At&T Inc.

Communication Services
3.31K
+ 7.69%
$21.56 - $28.28 $71.3K - $93.5K
46.3K $1.31B
CVS
Cvs Health Corp

Healthcare
4.64K
New
$44.22 - $68.64 $205K - $319K
4.64K $315M
Qiagen Nv
7.46K
New
N/A
7.46K $299M
GLD
Spdr Gold Trust

ETFs
1K
New
$243.19 - $288.14 $243K - $288K
1K $288M
Gsk PLC
3.7K
+ 12.59%
N/A
33.1K $1.28B
ZTR
Virtus Total Return Fund Inc.

Financial
46.9K
New
$5.67 - $6.1 $266K - $286K
46.9K $280M
RTX
Raytheon Technologies Corp

Industrials
1.12K
+ 19.44%
$114.1 - $135.66 $128K - $152K
6.9K $914M
HAS
Hasbro, Inc.

Consumer Cyclical
3.9K
New
$56.16 - $69.06 $219K - $269K
3.9K $240M
NWS
News Corp New Cl B Com Stk (De

Communication Services
7.77K
+ 7.71%
$29.66 - $35.0 $230K - $272K
109K $3.3B
VNET
Vnet Group, Inc.

Technology
27.8K
New
$4.95 - $14.68 $138K - $409K
27.8K $228M
BDX
Becton Dickinson & CO

Healthcare
912
+ 10.64%
$222.79 - $249.08 $203K - $227K
9.48K $2.17B
EWBC
East West Bancorp Inc

Financial Services
2.51K
New
$84.35 - $103.91 $212K - $261K
2.51K $225M
VV
Vanguard Large Cap ETF

ETFs
858
New
$253.32 - $282.66 $217K - $243K
858 $221M
Greenfire Res LTD New
36.9K
New
N/A
36.9K $216M
SONY
Sony Group Corp

Technology
1.89K
+ 4.82%
$19.88 - $25.64 $37.5K - $48.4K
41K $1.04B
CMCSA
Comcast Corp

Communication Services
8.07K
+ 5.8%
$33.19 - $38.23 $268K - $309K
147K $5.43B
EPRPRE
Epr Pptys Pfd Conv Ser E 9.00%
5.85K
+ 56.72%
N/A
16.2K $485M
GOOGL
Alphabet Inc.

Communication Services
3.87K
+ 32.92%
$154.33 - $206.19 $598K - $799K
15.6K $2.42B
KT
Kt Corp

Communication Services
10.1K
New
$15.57 - $18.63 $157K - $188K
10.1K $179M
MDLZ
Mondelez International, Inc.

Consumer Defensive
360
+ 1.95%
$56.12 - $68.15 $20.2K - $24.5K
18.9K $1.28B
Activity Summary
Buys All Purchases 186 New Holdings 17 Increased Positions 169 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 1 Puts 1
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