Beverly Hills Private Wealth, LLC Sells in Q1 2025

Beverly Hills Private Wealth, LLC

  • $506 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
-325
- 3.54%
$283.24 - $338.07 $92.1K - $110K
8.86K $2.61B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-16
- 1.61%
$468.34 - $539.52 $7.49K - $8.63K
978 $459M
IYW
Ishares Dj Us Tech ETF

ETFs
-64
- 3.17%
$140.44 - $166.79 $8.99K - $10.7K
1.95K $274M
SNOW
Snowflake Inc.

Technology
-153
- 5.71%
$146.16 - $192.78 $22.4K - $29.5K
2.53K $369M
PAM
Pampa Energy Inc.

Utilities
-1
- 0.02%
$73.44 - $94.88 $73.4 - $94.9
4.01K $309M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-46
- 0.8%
$55.05 - $64.52 $2.53K - $2.97K
5.68K $320M
AVB
Avalonbay Communities Inc

Real Estate
-144
- 8.1%
$207.86 - $228.08 $29.9K - $32.8K
1.63K $351M
Lazard Inc
-19
- 0.39%
N/A
4.79K $207M
USB
Us Bancorp \De\

Financial Services
-71
- 1.08%
$40.92 - $50.9 $2.91K - $3.61K
6.48K $274M
BOTZ
Global X Fds

ETFs
-4
- 0.04%
$28.46 - $34.53 $114 - $138
11.2K $318M
VTI
Vanguard Total Stock Market Et

ETFs
-21
- 1.13%
$271.18 - $303.12 $5.69K - $6.37K
1.83K $503M
FQAL
Fidelity Covington Tr Quality

ETFs
-321
- 5.83%
$63.12 - $69.13 $20.3K - $22.2K
5.19K $333M
RY
Royal Bank Of Canada

Financial Services
-4
- 0.12%
$108.81 - $123.4 $435 - $494
3.31K $373M
EFV
Msci Eafe Value ETF

ETFs
-1.08K
- 16.66%
$51.88 - $60.73 $55.9K - $65.5K
5.39K $318M
COP
Conocophillips

Energy
-398
- 11.47%
$88.6 - $105.85 $35.3K - $42.1K
3.07K $323M
NSC
Norfolk Southern Corp

Industrials
-170
- 1.85%
$227.69 - $259.76 $38.7K - $44.2K
9.02K $2.14B
UNP
Union Pacific Corp

Industrials
-247
- 5.29%
$225.21 - $254.42 $55.6K - $62.8K
4.42K $1.04B
MPLX
Mplx LP

Energy
-1.07K
- 15.63%
$47.88 - $54.65 $51.2K - $58.4K
5.77K $309M
MET
Metlife Inc

Financial Services
-68
- 1.0%
$77.7 - $87.0 $5.28K - $5.92K
6.71K $539M
SPGI
S&P Global Inc.

Financial Services
-79
- 3.19%
$478.26 - $543.77 $37.8K - $43K
2.4K $1.22B
SU
Suncor Energy Inc

Energy
-6.23K
- 8.35%
$34.27 - $40.63 $214K - $253K
68.4K $2.65B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-56
- 0.26%
$49.25 - $50.66 $2.76K - $2.84K
21.6K $1.07B
IBB
Ishares Biotechnology ETF

ETFs
-1
- 0.03%
$127.9 - $140.56 $128 - $141
2.97K $380M
BMO
Bank Of Montreal

Financial Services
-35
- 0.89%
$94.92 - $104.14 $3.32K - $3.64K
3.88K $370M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-231
- 3.75%
$60.44 - $69.57 $14K - $16.1K
5.93K $395M
ADP
Automatic Data Processing Inc

Industrials
-56
- 5.78%
$286.85 - $318.64 $16.1K - $17.8K
913 $279M
IEFA
Ishares Tr

ETFs
-751
- 7.51%
$69.57 - $78.65 $52.2K - $59.1K
9.25K $700M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-60
- 0.97%
$81.83 - $82.73 $4.91K - $4.96K
6.15K $509M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-1.08K
- 8.5%
$34.34 - $38.51 $37.1K - $41.6K
11.6K $446M
SHW
Sherwin Williams CO

Basic Materials
-8
- 1.32%
$330.16 - $365.55 $2.64K - $2.92K
597 $208M
MFC
Manulife Financial Corp

Financial Services
-109
- 0.7%
$28.41 - $31.82 $3.1K - $3.47K
15.4K $481M
AVEM
American Centy ETF Tr Avantis

ETFs
-42
- 0.96%
$57.11 - $62.4 $2.4K - $2.62K
4.34K $261M
TRP
Tc Energy Corp

Energy
-30
- 0.29%
$44.29 - $49.27 $1.33K - $1.48K
10.2K $482M
AMCR
Amcor PLC

Consumer Cyclical
-192
- 0.7%
$9.33 - $10.39 $1.79K - $1.99K
27.3K $265M
AON
Aon PLC

Financial Services
-231
- 9.14%
$348.44 - $409.32 $80.5K - $94.6K
2.3K $916M
KO
Coca Cola CO

Consumer Defensive
-529
- 9.54%
$60.81 - $72.32 $32.2K - $38.3K
5.01K $359M
SAP
Sap Se

Technology
-36
- 3.17%
$241.4 - $293.69 $8.69K - $10.6K
1.1K $295M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-450
- 6.41%
$35.35 - $42.74 $15.9K - $19.2K
6.57K $272M
NVS
Novartis Ag

Healthcare
-1.08K
- 11.08%
$97.14 - $115.57 $105K - $125K
8.69K $968M
CINF
Cincinnati Financial Corp

Financial Services
-155
- 1.54%
$133.67 - $147.81 $20.7K - $22.9K
9.94K $1.47B
O
Realty Income Corp

Real Estate
-45
- 1.0%
$51.67 - $58.49 $2.33K - $2.63K
4.44K $258M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-691
- 7.05%
$53.69 - $62.68 $37.1K - $43.3K
9.11K $548M
WMB
Williams Companies, Inc.

Energy
-120
- 2.33%
$54.02 - $61.09 $6.48K - $7.33K
5.04K $301M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-59
- 0.13%
$24.05 - $24.86 $1.42K - $1.47K
45.3K $1.13B
ENB
Enbridge Inc

Energy
-256
- 1.34%
$41.54 - $45.45 $10.6K - $11.6K
18.8K $835M
NI
Nisource Inc.

Utilities
-107
- 1.19%
$35.57 - $41.23 $3.81K - $4.41K
8.92K $358M
MELI
Mercadolibre Inc

Consumer Cyclical
-30
- 8.62%
$1739.0 - $2260.0 $52.2K - $67.8K
318 $620M
NGG
National Grid PLC

Utilities
-189
- 2.77%
$56.13 - $65.61 $10.6K - $12.4K
6.64K $435M
BSX
Boston Scientific Corp

Healthcare
-40
- 1.36%
$89.38 - $106.18 $3.58K - $4.25K
2.91K $294M
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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