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
HXL
Hexcel Corp

Industrials
207
+ 4.05%
$54.76 - $70.69 $11.3K - $14.6K
5.32K $291M
AKAM
Akamai Technologies Inc

Technology
126
+ 4.66%
N/A
2.83K $228M
CF
Cf Industries Holdings, Inc.

Basic Materials
161
+ 2.3%
$75.03 - $97.25 $12.1K - $15.7K
7.16K $560M
HOLX
Hologic Inc

Healthcare
180
+ 3.61%
$60.7 - $73.77 $10.9K - $13.3K
5.17K $320M
CMI
Cummins Inc

Industrials
4
+ 0.32%
$312.92 - $386.07 $1.25K - $1.54K
1.24K $389M
RGA
Reinsurance Group Of America Inc

Financial Services
20
+ 0.71%
$186.01 - $231.1 $3.72K - $4.62K
2.82K $556M
GVA
Granite Construction Inc

Industrials
5
+ 0.14%
$70.98 - $94.81 $355 - $474
3.56K $268M
DIS
Walt Disney CO

Communication Services
13
+ 0.36%
$96.87 - $114.0 $1.26K - $1.48K
3.59K $355M
RJF
Raymond James Financial Inc

Financial Services
114
+ 3.09%
$137.62 - $172.64 $15.7K - $19.7K
3.8K $528M
CBL
Cbl & Associates Properties Inc

Real Estate
10.8K
+ 9.07%
$26.43 - $33.02 $284K - $355K
129K $3.44B
GGAL
Grupo Financiero Galicia Sa

Financial Services
102
+ 1.42%
$54.11 - $72.22 $5.52K - $7.37K
7.28K $396M
MYGN
Myriad Genetics Inc

Healthcare
327
+ 2.91%
$8.87 - $14.98 $2.9K - $4.9K
11.6K $103M
MOGA
Moog Inc Cla
102
+ 3.42%
N/A
3.08K $534M
CAT
Caterpillar Inc

Industrials
81
+ 3.31%
$326.75 - $407.63 $26.5K - $33K
2.53K $835M
CRL
Charles River Laboratories International, Inc.

Healthcare
59
+ 3.18%
$150.52 - $190.14 $8.88K - $11.2K
1.91K $288M
AMAT
Applied Materials Inc

Technology
310
+ 5.34%
$145.06 - $195.51 $45K - $60.6K
6.12K $888M
FOUR
Shift4 Payments, Inc.

Technology
1
+ 0.04%
$81.71 - $125.66 $81.7 - $126
2.67K $218M
SF
Stifel Financial Corp

Financial Services
3.27K
+ 10.4%
$91.62 - $117.6 $299K - $384K
34.7K $3.27B
SHOP
Shopify Inc.

Technology
10
+ 0.16%
$90.59 - $129.31 $906 - $1.29K
6.2K $592M
NTAP
Net App, Inc.

Technology
64
+ 2.46%
$87.84 - $126.3 $5.62K - $8.08K
2.67K $234M
CRM
Salesforce, Inc.

Technology
93
+ 5.87%
$268.36 - $359.95 $25K - $33.5K
1.68K $450M
BIO
Bio Rad Laboratories, Inc.

Healthcare
12
+ 1.2%
$243.0 - $367.0 $2.92K - $4.4K
1.01K $247M
MAR
Marriott International Inc

Consumer Cyclical
161
+ 4.82%
$237.01 - $304.45 $38.2K - $49K
3.5K $835M
NVO
Novo Nordisk A S

Healthcare
7.05K
+ 19.49%
$69.3 - $90.95 $488K - $641K
43.2K $3B
ET
Energy Transfer LP

Energy
1.97K
+ 1.16%
$17.26 - $21.08 $34K - $41.5K
171K $3.18B
HPE
Hewlett Packard Enterprise CO

Technology
199
+ 0.85%
$14.77 - $24.42 $2.94K - $4.86K
23.6K $364M
UPS
United Parcel Service Inc

Industrials
138
+ 1.21%
$109.66 - $136.26 $15.1K - $18.8K
11.6K $1.27B
DEO
Diageo PLC

Consumer Defensive
1.73K
+ 10.08%
$104.79 - $126.12 $182K - $219K
18.9K $1.98B
ENVX
Enovix Corp

Industrials
1.1K
+ 1.83%
$7.21 - $14.33 $7.93K - $15.8K
61.1K $448M
Blackrock Inc
6
+ 0.15%
N/A
4.09K $3.87B
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.87K
+ 11.21%
$65.15 - $91.81 $187K - $264K
28.5K $1.86B
Smurfit Westrock PLC
6.99K
+ 9.18%
N/A
83.1K $3.75B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
675
+ 2.34%
$165.25 - $224.62 $112K - $152K
29.5K $4.89B
AMZN
Amazon Com Inc

Consumer Cyclical
1.69K
+ 2.94%
$190.26 - $242.06 $321K - $409K
59.2K $11.3B
MSFT
Microsoft Corp

Technology
505
+ 1.11%
$375.39 - $447.2 $190K - $226K
46.1K $17.3B
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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