Beverly Hills Private Wealth, LLC Sells in Q2 2025

Beverly Hills Private Wealth, LLC

  • $533 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VMI
Valmont Industries Inc

Industrials
-111
- 9.5%
$263.86 - $333.86 $29.3K - $37.1K
1.06K $346M
RTX
Raytheon Technologies Corp

Industrials
-558
- 8.09%
$113.75 - $148.48 $63.5K - $82.9K
6.34K $926M
BWA
Borgwarner Inc

Consumer Cyclical
-761
- 9.69%
$24.84 - $33.92 $18.9K - $25.8K
7.09K $237M
MSM
Msc Industrial Direct CO Inc

Industrials
-177
- 4.71%
$70.15 - $85.48 $12.4K - $15.1K
3.58K $304M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-1.6K
- 7.24%
$11.9 - $15.57 $19.1K - $24.9K
20.5K $315M
TIGR
Up Fintech Holding LTD

Financial Services
-1.32K
- 4.88%
$6.64 - $9.97 $8.79K - $13.2K
25.8K $249M
IRM
Iron Mountain Inc

Real Estate
-622
- 12.73%
$76.93 - $105.25 $47.9K - $65.5K
4.27K $437M
QCOM
Qualcomm Inc

Technology
-86
- 1.53%
$124.66 - $159.48 $10.7K - $13.7K
5.55K $884M
SYK
Stryker Corp

Healthcare
-15
- 1.4%
$337.37 - $395.63 $5.06K - $5.93K
1.06K $417M
KT
Kt Corp

Communication Services
-400
- 3.96%
$16.71 - $20.78 $6.68K - $8.31K
9.71K $202M
IYW
Ishares Dj Us Tech ETF

ETFs
-232
- 11.89%
$122.57 - $173.27 $28.4K - $40.2K
1.72K $298M
FCFS
First Cash Holdings, Inc.

Financial Services
-125
- 4.48%
$118.0 - $137.63 $14.8K - $17.2K
2.67K $360M
SHOP
Shopify Inc.

Technology
-856
- 13.8%
$76.89 - $115.35 $65.8K - $98.7K
5.35K $617M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-374
- 4.75%
$43.53 - $54.46 $16.3K - $20.4K
7.51K $409M
RY
Royal Bank Of Canada

Financial Services
-281
- 8.5%
$108.36 - $131.55 $30.4K - $37K
3.03K $398M
BCS
Barclays PLC

Financial Services
-1.28K
- 8.14%
$12.69 - $18.61 $16.2K - $23.8K
14.4K $268M
SAP
Sap Se

Technology
-37
- 3.37%
$237.53 - $309.8 $8.79K - $11.5K
1.06K $323M
ARW
Arrow Electronics Inc

Technology
-255
- 9.65%
$90.32 - $128.28 $23K - $32.7K
2.39K $304M
IVW
Ishares S&P 500 Growth ETF

ETFs
-450
- 9.66%
$82.96 - $110.1 $37.3K - $49.5K
4.21K $463M
EMR
Emerson Electric CO

Industrials
-262
- 9.31%
$94.15 - $133.33 $24.7K - $34.9K
2.55K $340M
BMO
Bank Of Montreal

Financial Services
-241
- 6.22%
$87.54 - $110.63 $21.1K - $26.7K
3.64K $402M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5
- 0.18%
$152.42 - $182.82 $762 - $914
2.83K $517M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-244
- 2.1%
$36.45 - $42.47 $8.89K - $10.4K
11.4K $480M
HII
Huntington Ingalls Industries, Inc.

Industrials
-98
- 6.31%
$183.31 - $241.46 $18K - $23.7K
1.46K $352M
NTAP
Net App, Inc.

Technology
-137
- 5.14%
$76.1 - $106.55 $10.4K - $14.6K
2.53K $270M
MA
Mastercard Inc

Financial Services
-40
- 0.95%
$479.92 - $590.74 $19.2K - $23.6K
4.15K $2.33B
ADI
Analog Devices Inc

Technology
-269
- 9.42%
$164.6 - $238.02 $44.3K - $64K
2.59K $616M
ON
On Semiconductor Corp

Technology
-427
- 7.56%
$31.95 - $54.21 $13.6K - $23.1K
5.22K $274M
CF
Cf Industries Holdings, Inc.

Basic Materials
-530
- 7.4%
$68.47 - $102.48 $36.3K - $54.3K
6.63K $610M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-433
- 7.62%
$54.6 - $70.83 $23.6K - $30.7K
5.25K $372M
C
Citigroup Inc

Financial Services
-212
- 4.25%
$58.13 - $85.12 $12.3K - $18K
4.78K $407M
NGG
National Grid PLC

Utilities
-70
- 1.05%
$62.74 - $74.79 $4.39K - $5.24K
6.57K $489M
GOOG
Alphabet Inc.

Communication Services
-3.55K
- 10.99%
$146.58 - $180.01 $520K - $639K
28.7K $5.09B
MPWR
Monolithic Power Systems Inc

Technology
-57
- 8.93%
$455.19 - $737.73 $25.9K - $42.1K
581 $425M
HON
Honeywell International Inc

Industrials
-310
- 5.07%
$182.86 - $232.88 $56.7K - $72.2K
5.8K $1.35B
SE
Sea LTD

Consumer Cyclical
-92
- 3.54%
$105.57 - $170.4 $9.71K - $15.7K
2.51K $401M
DIS
Walt Disney CO

Communication Services
-219
- 6.1%
$81.72 - $124.01 $17.9K - $27.2K
3.37K $418M
IBM
International Business Machines Corp

Technology
-420
- 10.2%
$221.03 - $294.78 $92.8K - $124K
3.7K $1.09B
GE
General Electric CO

Industrials
-150
- 8.21%
$166.81 - $257.39 $25K - $38.6K
1.68K $431M
NVS
Novartis Ag

Healthcare
-125
- 1.44%
$101.96 - $121.01 $12.7K - $15.1K
8.56K $1.04B
FIS
Fidelity National Information Services, Inc.

Technology
-1.21K
- 4.74%
$68.14 - $82.13 $82.7K - $99.7K
24.4K $1.99B
DFAI
Dimensional ETF Tr

ETFs
-100
- 0.4%
$28.02 - $34.71 $2.8K - $3.47K
24.7K $853M
BAC
Bank Of America Corp

Financial Services
-1.68K
- 5.72%
$34.39 - $47.46 $57.6K - $79.5K
27.6K $1.31B
HPE
Hewlett Packard Enterprise CO

Technology
-1.27K
- 5.38%
$12.51 - $20.45 $15.9K - $26K
22.3K $457M
RING
Ishares Inc Msci Global Gold M

ETFs
-2.63K
- 6.43%
$34.72 - $45.62 $91.3K - $120K
38.3K $1.68B
WWD
Woodward, Inc.

Industrials
-228
- 7.69%
$157.29 - $247.55 $35.9K - $56.4K
2.74K $671M
CAT
Caterpillar Inc

Industrials
-7
- 0.28%
$273.94 - $388.21 $1.92K - $2.72K
2.52K $980M
VRNA
Verona Pharma PLC

Healthcare
-235
- 4.14%
$53.9 - $98.68 $12.7K - $23.2K
5.44K $514M
MELI
Mercadolibre Inc

Consumer Cyclical
-9
- 2.83%
$1794.73 - $2613.63 $16.2K - $23.5K
309 $808M
Activity Summary
Buys All Purchases 94 New Holdings 11 Increased Positions 83 Sells All Sells 220 Reductions 220 Sold out 0 Options Calls 1 Puts 1
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