Beverly Hills Private Wealth, LLC Purchases in Q3 2025

Beverly Hills Private Wealth, LLC

  • $567 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
87.9K
New
N/A
87.9K $4.48B
ACWI
Ishares Msci Acwi ETF

ETFs
20.2K
New
$128.32 - $138.41 $2.59M - $2.8M
20.2K $2.79B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.25K
+ 9.53%
$50.79 - $76.4 $266K - $401K
60.3K $4.61B
SIL
Global X Silver Miners ETF

ETFs
16.4K
+ 68.14%
$47.34 - $71.63 $775K - $1.17M
40.4K $2.89B
CBL
Cbl & Associates Properties Inc

Real Estate
15.6K
+ 8.15%
$25.55 - $32.5 $399K - $508K
207K $6.34B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
734
+ 3.99%
$103.83 - $179.9 $76.2K - $132K
19.1K $3.42B
VGIT
Vanguard Intermediate Term Tre

ETFs
21.1K
+ 13.03%
$58.97 - $60.36 $1.24M - $1.27M
183K $11B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
5.98K
+ 30.97%
$64.22 - $99.03 $384K - $592K
25.3K $2.5B
GLW
Corning Inc

Technology
1.55K
+ 4.82%
$51.6 - $82.03 $79.9K - $127K
33.7K $2.76B
VZ
Verizon Communications Inc

Communication Services
18.2K
+ 12.29%
$40.84 - $45.06 $742K - $818K
166K $7.29B
ALX
Alexanders Inc

Real Estate
2.33K
+ 12.99%
$213.41 - $259.12 $498K - $604K
20.3K $4.76B
DHR
Danaher Corp

Healthcare
3.38K
New
$181.46 - $212.2 $614K - $718K
3.38K $671M
SCHW
Schwab Charles Corp

Financial Services
2K
+ 1.95%
$91.03 - $98.69 $182K - $198K
105K $9.98B
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
63.4K
New
$8.61 - $9.53 $546K - $604K
63.4K $602M
CVE
Cenovus Energy Inc.

Energy
2.35K
+ 1.45%
$13.87 - $17.81 $32.6K - $41.8K
165K $2.8B
PEP
Pepsico Inc

Consumer Defensive
2.02K
+ 5.7%
$133.81 - $152.16 $271K - $308K
37.5K $5.27B
EPRPRE
Epr Pptys Pfd Conv Ser E 9.00%
15.8K
+ 41.87%
N/A
53.5K $1.69B
APH
Amphenol Corp

Technology
1.18K
+ 8.05%
$97.39 - $125.4 $115K - $148K
15.8K $1.96B
GNMA
Ishares Gnma Bond ETF

ETFs
10.4K
+ 9.46%
$43.21 - $44.75 $451K - $467K
121K $5.36B
EPPRC
El Paso Enr Cp Tsti 4.75%
8.56K
+ 11.81%
N/A
81.1K $4.05B
Global X Fds
4.97K
+ 28.85%
N/A
22.2K $2.23B
EDV
Vanguard Extended Duration Tre

ETFs
5.75K
+ 12.28%
$63.28 - $69.5 $364K - $400K
52.6K $3.6B
PLTR
Palantir Technologies Inc.

Technology
7
+ 0.07%
$130.68 - $186.97 $915 - $1.31K
9.68K $1.77B
SU
Suncor Energy Inc

Energy
2.76K
+ 3.79%
$37.83 - $43.02 $104K - $119K
75.5K $3.16B
KR
Kroger CO

Consumer Defensive
10.1K
+ 17.34%
$64.52 - $74.35 $653K - $752K
68.5K $4.62B
PHG
Koninklijke Philips Nv

Healthcare
2.9K
+ 3.46%
$23.84 - $28.62 $69.1K - $83K
86.6K $2.36B
Barrick Mng Corp
10.8K
New
N/A
10.8K $354M
HPQ
Hp Inc

Technology
2.71K
+ 3.01%
$24.45 - $29.35 $66.1K - $79.4K
92.6K $2.52B
ATFV
Alger ETF Tr 35 ETF

ETFs
9.08K
New
$28.57 - $35.78 $259K - $325K
9.08K $322M
MGM
Mgm Resorts International

Consumer Cyclical
8.32K
+ 6.74%
$34.18 - $39.77 $284K - $331K
132K $4.57B
FLMI
Franklin Dynamic Municipal Bon

ETFs
12.2K
New
$23.96 - $24.81 $292K - $303K
12.2K $302M
GFI
Gold Fields LTD

Basic Materials
7.15K
New
$23.36 - $42.3 $167K - $302K
7.15K $300M
OEF
Ishares S&P 100 ETF

ETFs
899
New
N/A
899 $299M
ORCL
Oracle Corp

Technology
73
+ 1.64%
$218.96 - $328.33 $16K - $24K
4.52K $1.27B
AER
Aer Cap Holdings N.V.

Industrials
1.5K
+ 5.56%
$107.25 - $124.42 $161K - $187K
28.5K $3.45B
China Yuchai Intl LTD
6.71K
New
N/A
6.71K $278M
ELV
Elevance Health, Inc.

Healthcare
3.8K
+ 26.12%
$274.66 - $395.76 $1.04M - $1.5M
18.3K $5.93B
DVA
Davita Inc.

Healthcare
1.99K
New
$127.69 - $151.32 $254K - $301K
1.99K $265M
Gsk PLC
1.46K
+ 3.88%
N/A
39K $1.68B
ZTR
Virtus Total Return Fund Inc.

Financial
35.5K
+ 74.19%
$6.08 - $6.45 $216K - $229K
83.4K $538M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.5K
New
$39.8 - $42.86 $219K - $236K
5.5K $235M
NTR
Nutrien Ltd.

Basic Materials
3.94K
New
$55.69 - $62.11 $219K - $245K
3.94K $231M
Ge Vernova Inc
373
New
N/A
373 $229M
Kimco Rlty Corp
3.98K
+ 44.86%
N/A
12.9K $766M
Granite Real Estate Invt Tr
2.64K
+ 17.24%
N/A
18K $1B
TSLA
Tesla, Inc.

Consumer Cyclical
499
New
$293.94 - $444.72 $147K - $222K
499 $222M
V
Visa Inc.

Financial Services
1.21K
+ 8.48%
$332.09 - $358.86 $402K - $435K
15.5K $5.29B
BVN
Buenaventura Mining CO Inc

Basic Materials
8.96K
New
$16.23 - $24.33 $145K - $218K
8.96K $218M
PKG
Packaging Corp Of America

Consumer Cyclical
39
+ 0.55%
$191.41 - $220.25 $7.46K - $8.59K
7.1K $1.55B
Activity Summary
Buys All Purchases 105 New Holdings 29 Increased Positions 76 Sells All Sells 207 Reductions 207 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email