Beverly Hills Private Wealth, LLC Incresed Positions in Q3 2025

Beverly Hills Private Wealth, LLC

  • $567 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
BDX
Becton Dickinson & CO

Healthcare
3.14K
+ 30.19%
$172.41 - $199.66 $541K - $626K
13.5K $2.53B
ALX
Alexanders Inc

Real Estate
2.33K
+ 12.99%
$213.41 - $259.12 $498K - $604K
20.3K $4.76B
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
HPQ
Hp Inc

Technology
2.71K
+ 3.01%
$24.45 - $29.35 $66.1K - $79.4K
92.6K $2.52B
MGM
Mgm Resorts International

Consumer Cyclical
8.32K
+ 6.74%
$34.18 - $39.77 $284K - $331K
132K $4.57B
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
ELV
Elevance Health, Inc.

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

Financial Services
1.21K
+ 8.48%
$332.09 - $358.86 $402K - $435K
15.5K $5.29B
PKG
Packaging Corp Of America

Consumer Cyclical
39
+ 0.55%
$191.41 - $220.25 $7.46K - $8.59K
7.1K $1.55B
AMAT
Applied Materials Inc

Technology
280
+ 4.25%
$156.25 - $204.95 $43.8K - $57.4K
6.86K $1.41B
VIV
Telefonica Brasil S.A.

Communication Services
12.9K
+ 60.04%
$10.79 - $12.8 $140K - $166K
34.5K $440M
SPY
Spdr S&P 500 ETF Trust

ETFs
251
+ 47.27%
$617.65 - $666.84 $155K - $167K
782 $521M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.73K
+ 37.0%
$46.69 - $59.27 $128K - $162K
10.1K $537M
AMZN
Amazon Com Inc

Consumer Cyclical
701
+ 1.18%
$211.65 - $238.24 $148K - $167K
60.1K $13.2B
CVS
Cvs Health Corp

Healthcare
1.47K
+ 24.22%
$58.75 - $76.5 $86.3K - $112K
7.53K $568M
DELL
Dell Technologies Inc.

Technology
491
+ 13.51%
$120.96 - $141.77 $59.4K - $69.6K
4.13K $585M
HPE
Hewlett Packard Enterprise CO

Technology
1.85K
+ 8.26%
$19.81 - $25.24 $36.6K - $46.6K
24.2K $594M
T
At&T Inc.

Communication Services
5.89K
+ 13.22%
$26.94 - $29.62 $159K - $175K
50.5K $1.42B
IEFA
Ishares Tr

ETFs
1.13K
+ 12.17%
$81.7 - $87.53 $92K - $98.6K
10.4K $906M
TM
Toyota Motor Corp

Consumer Cyclical
530
+ 40.68%
$167.86 - $202.79 $89K - $107K
1.83K $350M
SONY
Sony Group Corp

Technology
136
+ 0.37%
$23.92 - $30.07 $3.25K - $4.09K
36.5K $1.05B
PCAR
Paccar Inc

Industrials
359
+ 1.83%
$92.91 - $102.86 $33.4K - $36.9K
20K $1.96B
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
4.26K
+ 30.39%
$14.53 - $17.13 $61.9K - $73K
18.3K $306M
MCK
Mckesson Corp

Healthcare
32
+ 2.06%
$659.01 - $772.54 $21.1K - $24.7K
1.58K $1.22B
Lazard Inc
762
+ 16.67%
N/A
5.33K $281M
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
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