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
TTE
Total Energies Se

Energy
357
+ 2.41%
N/A
15.2K $982M
PHG
Koninklijke Philips Nv

Healthcare
6.63K
+ 9.13%
$24.92 - $28.61 $165K - $190K
79.2K $2.01B
CVE
Cenovus Energy Inc.

Energy
25.3K
+ 17.58%
$12.24 - $15.63 $310K - $395K
169K $2.35B
BK
Bank Of New York Mellon Corp

Financial Services
316
+ 1.73%
$75.42 - $88.95 $23.8K - $28.1K
18.5K $1.56B
HMY
Harmony Gold Mining CO LTD

Basic Materials
367
+ 1.62%
$8.25 - $14.77 $3.03K - $5.42K
23K $340M
SNY
Sanofi

Healthcare
498
+ 3.01%
$48.15 - $59.42 $24K - $29.6K
17K $944M
NFLX
Netflix Inc

Communication Services
140
+ 35.99%
$828.4 - $1058.6 $116K - $148K
529 $493M
CB
Chubb LTD

Financial Services
375
+ 44.86%
$257.71 - $301.99 $96.6K - $113K
1.21K $366M
D
Dominion Energy, Inc

Utilities
1.01K
+ 3.69%
$52.85 - $57.43 $53.6K - $58.2K
28.5K $1.6B
HPQ
Hp Inc

Technology
12.4K
+ 27.08%
$27.69 - $34.72 $343K - $430K
58.1K $1.61B
HII
Huntington Ingalls Industries, Inc.

Industrials
436
+ 39.0%
$159.75 - $208.61 $69.7K - $91K
1.55K $317M
AIV
Apartment Investment & Management CO

Real Estate
20.1K
+ 7.89%
$8.54 - $9.12 $172K - $184K
276K $2.43B
VRNA
Verona Pharma PLC

Healthcare
106
+ 1.9%
$44.81 - $69.63 $4.75K - $7.38K
5.67K $360M
ETR
Entergy Corp

Utilities
525
+ 9.41%
$75.26 - $87.89 $39.5K - $46.1K
6.11K $522M
RSG
Republic Services, Inc.

Industrials
78
+ 4.11%
$200.09 - $242.16 $15.6K - $18.9K
1.98K $478M
UBS
Ubs Group Ag

Financial Services
2.71K
+ 6.75%
$30.28 - $35.78 $82K - $96.9K
42.8K $1.31B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
740
+ 3.46%
$9.49 - $14.83 $7.02K - $11K
22.1K $301M
SHEL
Shell PLC

Energy
50
+ 0.62%
$62.84 - $73.29 $3.14K - $3.66K
8.15K $597M
VIV
Telefonica Brasil S.A.

Communication Services
8.27K
+ 65.57%
$7.5 - $9.4 $62K - $77.7K
20.9K $182M
META
Meta Platforms, Inc.

Communication Services
352
+ 2.72%
$576.36 - $736.67 $203K - $259K
13.3K $7.67B
GE
General Electric CO

Industrials
106
+ 6.16%
$168.59 - $212.13 $17.9K - $22.5K
1.83K $366M
VICI
Vici Properties Inc.

Real Estate
1.02K
+ 9.75%
$28.21 - $32.68 $28.7K - $33.3K
11.5K $374M
Kenvue Inc
817
+ 4.43%
N/A
19.3K $462M
WWD
Woodward, Inc.

Industrials
103
+ 3.6%
$171.38 - $195.22 $17.7K - $20.1K
2.97K $541M
COST
Costco Wholesale Corp

Consumer Defensive
33
+ 2.94%
$890.62 - $1076.86 $29.4K - $35.5K
1.16K $1.09B
SE
Sea LTD

Consumer Cyclical
10
+ 0.39%
$104.87 - $146.31 $1.05K - $1.46K
2.6K $339M
TIGR
Up Fintech Holding LTD

Financial Services
338
+ 1.26%
$5.76 - $9.69 $1.95K - $3.28K
27.1K $233M
MDT
Medtronic PLC

Healthcare
72
+ 1.35%
$79.84 - $94.5 $5.75K - $6.8K
5.4K $485M
IVE
Ishares S&P 500 Value ETF

ETFs
311
+ 25.72%
$185.78 - $198.58 $57.8K - $61.8K
1.52K $290M
KMB
Kimberly Clark Corp

Consumer Defensive
170
+ 5.94%
$124.46 - $147.4 $21.2K - $25.1K
3.03K $431M
AROC
Archrock, Inc.

Energy
738
+ 2.71%
$22.72 - $30.34 $16.8K - $22.4K
28K $734M
DRI
Darden Restaurants Inc

Consumer Cyclical
72
+ 3.69%
$180.02 - $208.56 $13K - $15K
2.02K $421M
SBAC
Sba Communications Corp

Real Estate
155
+ 12.05%
$192.76 - $224.91 $29.9K - $34.9K
1.44K $317M
NSP
Insperity, Inc.

Industrials
155
+ 4.58%
$69.6 - $94.21 $10.8K - $14.6K
3.54K $316M
MPC
Marathon Petroleum Corp

Energy
84
+ 1.26%
$134.72 - $159.03 $11.3K - $13.4K
6.74K $982M
QFIN
360 Digi Tech, Inc.

Financial Services
163
+ 2.32%
$36.09 - $48.12 $5.88K - $7.84K
7.17K $322M
TDY
Teledyne Technologies Inc

Technology
38
+ 3.84%
$455.51 - $518.84 $17.3K - $19.7K
1.03K $512M
OMC
Omnicom Group Inc.

Communication Services
728
+ 27.81%
$79.43 - $88.34 $57.8K - $64.3K
3.35K $277M
DUK
Duke Energy Corp

Utilities
64
+ 2.06%
$105.87 - $121.97 $6.78K - $7.81K
3.17K $386M
ZTS
Zoetis Inc.

Healthcare
232
+ 3.46%
$156.48 - $175.67 $36.3K - $40.8K
6.94K $1.14B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
224
+ 0.94%
$11.66 - $14.98 $2.61K - $3.36K
24K $328M
FCFS
First Cash Holdings, Inc.

Financial Services
13
+ 0.47%
$102.59 - $120.32 $1.33K - $1.56K
2.79K $336M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
8.05K
+ 7.35%
$12.17 - $13.83 $98K - $111K
118K $1.44B
KMI
Kinder Morgan, Inc.

Energy
1.19K
+ 13.24%
$26.1 - $31.22 $31K - $37.1K
10.2K $290M
PG
Procter & Gamble CO

Consumer Defensive
203
+ 6.68%
$158.56 - $176.26 $32.2K - $35.8K
3.24K $552M
PFE
Pfizer Inc

Healthcare
2.86K
+ 11.19%
$25.01 - $27.13 $71.4K - $77.5K
28.4K $719M
BMY
Bristol Myers Squibb CO

Healthcare
79
+ 1.01%
$53.9 - $63.11 $4.26K - $4.99K
7.93K $484M
RELX
Relx PLC

Communication Services
113
+ 1.9%
$45.34 - $51.91 $5.12K - $5.87K
6.07K $306M
BCS
Barclays PLC

Financial Services
52
+ 0.33%
$12.69 - $16.25 $660 - $845
15.7K $241M
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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