Beverly Hills Private Wealth, LLC Sells in Q3 2025

Beverly Hills Private Wealth, LLC

  • $567 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
-473
- 11.54%
N/A
3.63K $4.23B
SHV
Ishares Tr

ETFs
-652
- 17.79%
$110.06 - $110.49 $71.8K - $72K
3.01K $333M
LLY
Eli Lilly & CO

Healthcare
-63
- 4.58%
$625.65 - $812.69 $39.4K - $51.2K
1.31K $1B
Smurfit Westrock PLC
-442
- 0.5%
N/A
88.7K $3.78B
IBM
International Business Machines Corp

Technology
-64
- 1.73%
$234.77 - $292.47 $15K - $18.7K
3.63K $1.02B
DRI
Darden Restaurants Inc

Consumer Cyclical
-68
- 3.69%
$184.73 - $220.27 $12.6K - $15K
1.77K $338M
MBB
Ishares Tr

ETFs
-706
- 15.58%
$92.46 - $95.73 $65.3K - $67.6K
3.82K $364M
Linde PLC
-189
- 3.76%
N/A
4.84K $2.3B
IVE
Ishares S&P 500 Value ETF

ETFs
-343
- 17.86%
$194.44 - $206.51 $66.7K - $70.8K
1.58K $326M
RSG
Republic Services, Inc.

Industrials
-50
- 2.78%
$225.33 - $246.01 $11.3K - $12.3K
1.75K $402M
MIDD
Middleby Corp

Industrials
-86
- 3.58%
$118.3 - $150.16 $10.2K - $12.9K
2.31K $308M
EMR
Emerson Electric CO

Industrials
-242
- 9.49%
$128.6 - $149.63 $31.1K - $36.2K
2.31K $303M
UL
Unilever PLC

Consumer Defensive
-285
- 2.95%
$58.43 - $65.01 $16.7K - $18.5K
9.38K $556M
SYK
Stryker Corp

Healthcare
-20
- 1.9%
$368.57 - $403.53 $7.37K - $8.07K
1.04K $383M
Qiagen Nv
-265
- 3.94%
N/A
6.46K $289M
INDA
Ishares Msci India Index Fund

ETFs
-1
- 0.01%
$51.98 - $55.84 $52 - $55.8
9.4K $489M
UNP
Union Pacific Corp

Industrials
-254
- 5.95%
$214.91 - $237.16 $54.6K - $60.2K
4.01K $949M
BOX
Box Inc

Technology
-387
- 3.64%
$31.03 - $33.73 $12K - $13.1K
10.3K $331M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-932
- 4.11%
$13.6 - $15.52 $12.7K - $14.5K
21.8K $319M
DIS
Walt Disney CO

Communication Services
-1
- 0.03%
$112.25 - $124.0 $112 - $124
3.37K $386M
RGA
Reinsurance Group Of America Inc

Financial Services
-81
- 3.12%
$177.1 - $199.23 $14.3K - $16.1K
2.52K $484M
BOTZ
Global X Fds

ETFs
-1.56K
- 15.98%
$32.14 - $35.96 $50.2K - $56.2K
8.21K $291M
IYW
Ishares Dj Us Tech ETF

ETFs
-342
- 19.88%
$171.38 - $197.01 $58.6K - $67.4K
1.38K $270M
CF
Cf Industries Holdings, Inc.

Basic Materials
-134
- 2.02%
$80.91 - $98.75 $10.8K - $13.2K
6.5K $583M
AMCR
Amcor PLC

Consumer Cyclical
-172
- 0.68%
$7.97 - $9.94 $1.37K - $1.71K
25.2K $206M
NGG
National Grid PLC

Utilities
-202
- 3.08%
$67.98 - $74.38 $13.7K - $15K
6.37K $463M
CRL
Charles River Laboratories International, Inc.

Healthcare
-216
- 12.5%
$145.57 - $178.99 $31.4K - $38.7K
1.51K $237M
ARW
Arrow Electronics Inc

Technology
-70
- 2.93%
$114.66 - $133.24 $8.03K - $9.33K
2.32K $280M
ON
On Semiconductor Corp

Technology
-154
- 2.95%
$46.98 - $62.45 $7.23K - $9.62K
5.07K $250M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-881
- 3.56%
$459.11 - $506.91 $404K - $447K
23.8K $12B
KO
Coca Cola CO

Consumer Defensive
-29
- 0.6%
$65.67 - $71.67 $1.9K - $2.08K
4.78K $317M
TTE
Total Energies Se

Energy
-65
- 0.58%
N/A
11.1K $663M
AVTR
Avantor, Inc.

Basic Materials
-580
- 3.98%
$11.18 - $14.21 $6.48K - $8.24K
14K $175M
IEMG
Ishares Inc

ETFs
-836
- 13.87%
N/A
5.19K $342M
PG
Procter & Gamble CO

Consumer Defensive
-9
- 0.29%
$150.47 - $161.22 $1.35K - $1.45K
3.08K $474M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-105
- 1.88%
$61.86 - $71.34 $6.5K - $7.49K
5.47K $351M
WMT
Walmart Inc.

Consumer Defensive
-1.64K
- 5.66%
$94.4 - $104.27 $155K - $171K
27.3K $2.82B
BCS
Barclays PLC

Financial Services
-2.19K
- 15.17%
$17.88 - $21.05 $39.2K - $46.1K
12.2K $253M
IRM
Iron Mountain Inc

Real Estate
-117
- 2.74%
$89.46 - $104.46 $10.5K - $12.2K
4.15K $423M
WEX
Wex Inc.

Technology
-201
- 12.44%
$149.2 - $176.26 $30K - $35.4K
1.42K $223M
WWD
Woodward, Inc.

Industrials
-139
- 5.08%
$237.33 - $266.1 $33K - $37K
2.6K $657M
TIGR
Up Fintech Holding LTD

Financial Services
-3.76K
- 14.57%
$9.12 - $12.99 $34.3K - $48.8K
22K $235M
VICI
Vici Properties Inc.

Real Estate
-339
- 3.36%
$31.43 - $33.93 $10.7K - $11.5K
9.75K $318M
SHEL
Shell PLC

Energy
-274
- 3.5%
$69.82 - $73.93 $19.1K - $20.3K
7.55K $540M
AON
Aon PLC

Financial Services
-28
- 1.15%
$350.91 - $375.27 $9.83K - $10.5K
2.41K $861M
Aegon LTD
-3.28K
- 15.52%
N/A
17.9K $143M
TU
Telus Corp

Communication Services
-439
- 3.81%
$15.6 - $16.63 $6.85K - $7.3K
11.1K $175M
BMY
Bristol Myers Squibb CO

Healthcare
-82
- 1.49%
$43.31 - $48.98 $3.55K - $4.02K
5.41K $244M
GATX
Gatx Corp

Industrials
-495
- 13.77%
$149.23 - $176.97 $73.9K - $87.6K
3.1K $542M
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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