Beverly Hills Private Wealth, LLC Reduced Holdings in Q3 2025

Beverly Hills Private Wealth, LLC

  • $567 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
-1.47K
- 2.44%
$157.77 - $183.27 $232K - $270K
58.8K $9.54B
NWS
News Corp New Cl B Com Stk (De

Communication Services
-37.1K
- 32.88%
$31.68 - $35.17 $1.18M - $1.3M
75.7K $2.62B
META
Meta Platforms, Inc.

Communication Services
-1.48K
- 9.86%
$695.21 - $791.73 $1.03M - $1.17M
13.5K $9.94B
SBUX
Starbucks Corp

Consumer Cyclical
-6.04K
- 23.92%
$81.9 - $96.86 $495K - $585K
19.2K $1.63B
VGSH
Vanguard

ETFs
-11K
- 6.23%
$58.43 - $58.88 $642K - $647K
165K $9.73B
CMCSA
Comcast Corp

Communication Services
-2.19K
- 1.73%
$31.41 - $36.33 $68.6K - $79.4K
124K $3.89B
TXN
Texas Instruments Inc

Technology
-958
- 5.31%
N/A
17.1K $3.14B
ACN
Accenture PLC

Technology
-919
- 17.95%
$232.56 - $304.78 $214K - $280K
4.2K $1.04B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-9.6K
- 7.44%
$50.53 - $50.82 $485K - $488K
119K $6.07B
FIS
Fidelity National Information Services, Inc.

Technology
-1.35K
- 5.54%
$63.37 - $82.35 $85.6K - $111K
23K $1.52B
PGR
Progressive Corp

Financial Services
-482
- 4.55%
$238.61 - $264.3 $115K - $127K
10.1K $2.49B
DEO
Diageo PLC

Consumer Defensive
-2.15K
- 11.52%
$93.64 - $115.33 $202K - $248K
16.5K $1.58B
ZTS
Zoetis Inc.

Healthcare
-1.62K
- 25.0%
$141.13 - $159.19 $228K - $257K
4.85K $709M
GBIL
Goldman Sachs Access Treasury

ETFs
-2.61K
- 4.23%
$99.82 - $100.23 $260K - $261K
59K $5.91B
COST
Costco Wholesale Corp

Consumer Defensive
-200
- 18.07%
$915.95 - $994.57 $183K - $199K
907 $840M
MS
Morgan Stanley

Financial Services
-2.82K
- 24.94%
$139.09 - $161.16 $393K - $455K
8.49K $1.35B
SCHR
Schwab Intermediate Term Us Tr

ETFs
-9.93K
- 16.48%
$24.69 - $25.26 $245K - $251K
50.3K $1.26B
CB
Chubb LTD

Financial Services
-723
- 14.73%
$265.99 - $289.59 $192K - $209K
4.19K $1.18B
APD
Air Products & Chemicals, Inc.

Basic Materials
-495
- 5.9%
$265.78 - $299.3 $132K - $148K
7.89K $2.15B
TT
Trane Technologies PLC

Industrials
-340
- 8.96%
$398.96 - $472.54 $136K - $161K
3.45K $1.46B
AMT
American Tower Corp

Real Estate
-212
- 3.87%
$192.32 - $232.35 $40.8K - $49.3K
5.26K $1.01B
INTU
Intuit Inc

Technology
-13
- 0.78%
$646.03 - $807.39 $8.4K - $10.5K
1.66K $1.13B
HON
Honeywell International Inc

Industrials
-196
- 3.38%
$207.7 - $240.4 $40.7K - $47.1K
5.61K $1.18B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-226
- 3.25%
$196.15 - $217.83 $44.3K - $49.2K
6.72K $1.35B
CCI
Crown Castle International Corp

Real Estate
-966
- 8.7%
$92.96 - $113.91 $89.8K - $110K
10.1K $978M
SNY
Sanofi

Healthcare
-2.87K
- 17.41%
$45.07 - $51.35 $129K - $147K
13.6K $642M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-1.48K
- 22.03%
$86.67 - $100.17 $128K - $148K
5.22K $472M
Kenvue Inc
-4.56K
- 29.06%
N/A
11.1K $180M
SPGI
S&P Global Inc.

Financial Services
-103
- 4.52%
$484.94 - $564.15 $49.9K - $58.1K
2.18K $1.06B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.13K
- 38.67%
$45.6 - $46.92 $143K - $147K
4.96K $232M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.56K
- 26.41%
$50.81 - $51.07 $130K - $131K
7.14K $365M
CSCO
Cisco Systems, Inc.

Technology
-1.18K
- 2.39%
$66.2 - $71.79 $77.9K - $84.4K
47.9K $3.28B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-538
- 3.0%
$60.9 - $70.75 $32.8K - $38.1K
17.4K $1.09B
NFLX
Netflix Inc

Communication Services
-26
- 4.22%
$1147.87 - $1297.18 $29.8K - $33.7K
590 $707M
BK
Bank Of New York Mellon Corp

Financial Services
-4.89K
- 20.95%
$90.65 - $109.75 $443K - $537K
18.5K $2.01B
MELI
Mercadolibre Inc

Consumer Cyclical
-7
- 2.27%
$2292.04 - $2514.05 $16K - $17.6K
302 $706M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-691
- 24.45%
$182.33 - $194.5 $126K - $134K
2.14K $415M
ARES
Ares Management Corp

Financial Services
-174
- 3.18%
$159.89 - $192.76 $27.8K - $33.5K
5.3K $848M
AVB
Avalonbay Communities Inc

Real Estate
-418
- 25.68%
$182.72 - $204.51 $76.4K - $85.5K
1.21K $234M
EFV
Msci Eafe Value ETF

ETFs
-1.87K
- 25.89%
$62.79 - $68.42 $117K - $128K
5.35K $363M
SBAC
Sba Communications Corp

Real Estate
-211
- 16.21%
$191.35 - $239.35 $40.4K - $50.5K
1.09K $211M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
-9.58K
- 19.63%
$8.98 - $9.88 $86.1K - $94.7K
39.2K $382M
ABT
Abbott Laboratories

Healthcare
-412
- 2.93%
$120.51 - $136.62 $49.7K - $56.3K
13.7K $1.83B
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-1.19K
- 0.61%
$12.11 - $12.64 $14.4K - $15K
194K $2.4B
SAP
Sap Se

Technology
-161
- 15.17%
$252.42 - $311.93 $40.6K - $50.2K
900 $240M
ARCC
Ares Capital Corp

Financial Services
-81
- 0.16%
$20.41 - $23.25 $1.65K - $1.88K
50.5K $1.03B
IVW
Ishares S&P 500 Growth ETF

ETFs
-992
- 23.58%
$108.97 - $121.65 $108K - $121K
3.22K $388M
VST
Vistra Corp.

Utilities
-425
- 9.61%
$182.0 - $217.92 $77.4K - $92.6K
4K $783M
AXP
American Express CO

Financial Services
-529
- 6.82%
$294.27 - $342.31 $156K - $181K
7.22K $2.4B
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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