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
MPC
Marathon Petroleum Corp

Energy
36
+ 0.53%
$118.55 - $170.08 $4.27K - $6.12K
6.78K $1.13B
EFV
Msci Eafe Value ETF

ETFs
1.83K
+ 33.91%
$52.4 - $64.65 $95.8K - $118K
7.22K $458M
Greenfire Res LTD New
43K
+ 116.67%
N/A
79.9K $356M
KC
Kingsoft Cloud Holdings LTD

Technology
10.1K
New
$10.98 - $15.9 $110K - $160K
10.1K $126M
SWZ
Swiss Helvetia Fund, Inc.

Financial Services
19.2K
New
$6.14 - $9.38 $118K - $181K
19.2K $122M
CVS
Cvs Health Corp

Healthcare
1.42K
+ 30.6%
$60.04 - $70.18 $85.3K - $99.7K
6.07K $418M
Smurfit Westrock PLC
6.03K
+ 7.25%
N/A
89.2K $3.85B
NVO
Novo Nordisk A S

Healthcare
1.68K
+ 3.89%
$58.08 - $81.05 $97.5K - $136K
44.9K $3.1B
IVE
Ishares S&P 500 Value ETF

ETFs
400
+ 26.32%
$168.34 - $195.42 $67.3K - $78.2K
1.92K $375M
BTI
British American Tobacco P.L.C.

Consumer Defensive
817
+ 12.44%
$39.43 - $49.34 $32.2K - $40.3K
7.38K $349M
IEFA
Ishares Tr

ETFs
2
+ 0.02%
$67.83 - $84.09 $136 - $168
9.25K $772M
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
6.96K
+ 2.27%
$11.04 - $11.27 $76.8K - $78.4K
313K $3.5B
FAST
Fastenal CO

Industrials
23.5K
+ 91.14%
$40.65 - $83.16 $955K - $1.95M
49.3K $2.07B
VIV
Telefonica Brasil S.A.

Communication Services
666
+ 3.19%
$8.28 - $11.4 $5.51K - $7.59K
21.5K $246M
HAS
Hasbro, Inc.

Consumer Cyclical
10
+ 0.26%
$50.71 - $73.82 $507 - $738
3.91K $288M
STEW
Boulder Growth & Income Fund

Financial Services
2.12K
+ 9.38%
$15.52 - $17.85 $33K - $37.9K
24.8K $438M
GLD
Spdr Gold Trust

ETFs
100
+ 9.99%
$273.71 - $316.29 $27.4K - $31.6K
1.1K $336M
EWBC
East West Bancorp Inc

Financial Services
122
+ 4.86%
$71.03 - $101.75 $8.67K - $12.4K
2.63K $266M
INDA
Ishares Msci India Index Fund

ETFs
1
+ 0.01%
$49.13 - $55.86 $49.1 - $55.9
9.4K $523M
UL
Unilever PLC

Consumer Defensive
115
+ 1.2%
$57.9 - $65.43 $6.66K - $7.52K
9.66K $591M
ZTR
Virtus Total Return Fund Inc.

Financial
966
+ 2.06%
$5.33 - $6.23 $5.15K - $6.02K
47.9K $298M
CRM
Salesforce, Inc.

Technology
39
+ 2.33%
$236.26 - $291.15 $9.21K - $11.4K
1.72K $468M
MBB
Ishares Tr

ETFs
177
+ 4.07%
$91.41 - $94.22 $16.2K - $16.7K
4.53K $425M
KMI
Kinder Morgan, Inc.

Energy
1
+ 0.01%
$25.21 - $29.4 $25.2 - $29.4
10.2K $299M
INFY
Infosys LTD

Technology
128
+ 0.73%
$16.14 - $18.75 $2.07K - $2.4K
17.7K $328M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.11%
$276.76 - $326.81 $277 - $327
914 $282M
O
Realty Income Corp

Real Estate
2
+ 0.05%
$52.27 - $58.52 $105 - $117
4.45K $256M
PHG
Koninklijke Philips Nv

Healthcare
4.57K
+ 5.78%
$21.67 - $25.64 $99.1K - $117K
83.7K $2.01B
IP
International Paper CO

Consumer Cyclical
1
+ 0.17%
$43.89 - $54.46 $43.9 - $54.5
575 $26.9M
KMB
Kimberly Clark Corp

Consumer Defensive
251
+ 8.28%
$126.84 - $145.22 $31.8K - $36.5K
3.28K $423M
Cenovus Energy Inc
605
+ 2.33%
N/A
26.5K $229M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
145
+ 0.07%
$10.49 - $12.99 $1.52K - $1.88K
195K $2.49B
WEC
Wec Energy Group, Inc.

Utilities
544
+ 3.19%
$102.24 - $109.76 $55.6K - $59.7K
17.6K $1.83B
AON
Aon PLC

Financial Services
147
+ 6.41%
$335.85 - $398.81 $49.4K - $58.6K
2.44K $871M
ERII
Energy Recovery, Inc.

Industrials
100
+ 0.67%
$11.37 - $15.97 $1.14K - $1.6K
15.1K $193M
ET
Energy Transfer LP

Energy
1.47K
+ 0.86%
$15.65 - $18.93 $23K - $27.8K
173K $3.13B
AMGN
Amgen Inc

Healthcare
37
+ 1.92%
$262.28 - $309.85 $9.7K - $11.5K
1.97K $550M
EPD
Enterprise Products Partners L.P.

Energy
135
+ 0.5%
$28.95 - $34.22 $3.91K - $4.62K
27.3K $848M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
909
+ 5.2%
$99.37 - $134.05 $90.3K - $122K
18.4K $2.08B
ELV
Elevance Health, Inc.

Healthcare
994
+ 7.33%
$372.27 - $452.69 $370K - $450K
14.5K $5.66B
ABBV
Abb Vie Inc.

Healthcare
65
+ 0.47%
$170.16 - $206.27 $11.1K - $13.4K
13.8K $2.56B
PEP
Pepsico Inc

Consumer Defensive
2.06K
+ 6.18%
$128.02 - $151.37 $264K - $312K
35.5K $4.69B
BDX
Becton Dickinson & CO

Healthcare
910
+ 9.6%
$165.15 - $226.42 $150K - $206K
10.4K $1.79B
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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