Beverly Hills Private Wealth, LLC Purchases in Q1 2025

Beverly Hills Private Wealth, LLC

  • $506 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TU
Telus Corp

Communication Services
1.14K
+ 5.28%
$13.63 - $16.07 $15.5K - $18.2K
22.6K $324M
PAA
Plains All American Pipeline LP

Energy
119
+ 1.15%
$17.32 - $20.96 $2.06K - $2.49K
10.4K $209M
UL
Unilever PLC

Consumer Defensive
72
+ 0.76%
$54.72 - $60.29 $3.94K - $4.34K
9.55K $569M
IP
International Paper CO

Consumer Cyclical
574
New
$49.38 - $60.09 $28.3K - $34.5K
574 $30.6M
MWA
Mueller Water Products, Inc.

Industrials
27
+ 0.26%
$21.65 - $28.24 $585 - $762
10.3K $261M
PDI
Pimco Dynamic Income Fund

Financial Services
109
+ 0.61%
$18.51 - $20.05 $2.02K - $2.19K
18.1K $358M
GD
General Dynamics Corp

Industrials
47
+ 3.77%
$241.94 - $272.58 $11.4K - $12.8K
1.3K $353M
PBA
Pembina Pipeline Corp

Energy
138
+ 2.38%
$35.13 - $40.12 $4.85K - $5.54K
5.94K $238M
MSM
Msc Industrial Direct CO Inc

Industrials
163
+ 4.54%
$74.45 - $83.08 $12.1K - $13.5K
3.76K $292M
CNC
Centene Corp

Healthcare
308
+ 8.34%
$55.93 - $65.89 $17.2K - $20.3K
4K $243M
Aegon LTD
483
+ 2.21%
N/A
22.3K $147M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
290
+ 2.04%
$14.13 - $16.72 $4.1K - $4.85K
14.5K $225M
SYK
Stryker Corp

Healthcare
12
+ 1.13%
$355.18 - $399.9 $4.26K - $4.8K
1.07K $398M
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.15K
+ 5.36%
$14.46 - $15.96 $16.6K - $18.4K
22.6K $342M
SNA
Snap On Inc

Industrials
56
+ 3.95%
$324.09 - $358.62 $18.1K - $20.1K
1.48K $497M
CRUS
Cirrus Logic, Inc.

Technology
124
+ 3.74%
$97.89 - $111.4 $12.1K - $13.8K
3.44K $343M
PZZA
Papa Johns International Inc

Consumer Cyclical
299
+ 4.57%
$36.01 - $51.28 $10.8K - $15.3K
6.84K $281M
CBRE
Cbre Group, Inc.

Real Estate
93
+ 1.87%
$121.79 - $147.13 $11.3K - $13.7K
5.07K $663M
C
Citigroup Inc

Financial Services
81
+ 1.65%
$67.23 - $84.63 $5.45K - $6.86K
4.99K $355M
LYB
Lyondell Basell Industries N.V.

Basic Materials
284
+ 8.59%
$69.82 - $78.67 $19.8K - $22.3K
3.59K $253M
QUAL
Ishares Msci Usa Quality Facto

ETFs
143
+ 5.32%
$168.16 - $186.21 $24K - $26.6K
2.83K $484M
PCAR
Paccar Inc

Industrials
1.17K
+ 7.15%
$96.91 - $112.51 $113K - $131K
17.5K $1.7B
MPWR
Monolithic Power Systems Inc

Technology
20
+ 3.24%
$565.7 - $720.25 $11.3K - $14.4K
638 $370M
HSY
Hershey CO

Consumer Defensive
6
+ 0.39%
$144.74 - $186.36 $868 - $1.12K
1.56K $267M
BOX
Box Inc

Technology
362
+ 3.24%
$30.22 - $35.39 $10.9K - $12.8K
11.6K $356M
EMN
Eastman Chemical CO

Basic Materials
143
+ 4.52%
$87.05 - $103.47 $12.4K - $14.8K
3.3K $291M
SON
Sonoco Products CO

Consumer Cyclical
224
+ 4.11%
$44.71 - $49.22 $10K - $11K
5.67K $268M
WTFC
Wintrust Financial Corp

Financial Services
223
+ 10.79%
$107.76 - $136.92 $24K - $30.5K
2.29K $258M
DOW
Dow Inc.

Basic Materials
864
+ 13.72%
$34.36 - $41.92 $29.7K - $36.2K
7.16K $250M
ERIC
Ericsson Lm Telephone CO

Technology
421
+ 1.87%
$7.47 - $8.9 $3.14K - $3.75K
23K $178M
AOS
Smith A O Corp

Industrials
176
+ 3.1%
$65.16 - $72.69 $11.5K - $12.8K
5.85K $382M
BHR
Braemar Hotels & Resorts Inc.

Real Estate
205
+ 1.88%
$2.48 - $3.03 $508 - $621
11.1K $27.7M
LMT
Lockheed Martin Corp

Industrials
65
+ 7.3%
$423.19 - $506.29 $27.5K - $32.9K
955 $427M
WBS
Webster Financial Corp

Financial Services
262
+ 4.52%
$47.55 - $61.41 $12.5K - $16.1K
6.06K $312M
ANSS
Ansys Inc

Technology
39
+ 3.73%
$316.56 - $360.36 $12.3K - $14.1K
1.08K $343M
BWA
Borgwarner Inc

Consumer Cyclical
421
+ 5.67%
$27.78 - $32.9 $11.7K - $13.9K
7.85K $225M
TFC
Truist Financial Corp

Financial Services
116
+ 1.58%
$39.48 - $48.15 $4.58K - $5.59K
7.44K $306M
VMI
Valmont Industries Inc

Industrials
43
+ 3.82%
$285.37 - $376.98 $12.3K - $16.2K
1.17K $334M
ARW
Arrow Electronics Inc

Technology
106
+ 4.18%
$101.93 - $119.3 $10.8K - $12.6K
2.64K $274M
OPY
Oppenheimer Holdings Inc

Financial Services
1.76K
+ 6.45%
$58.6 - $72.76 $103K - $128K
29K $1.73B
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 3.14%
$347.25 - $424.87 $17.4K - $21.2K
1.64K $601M
DHI
Horton D R Inc

Consumer Cyclical
119
+ 4.46%
$125.29 - $147.65 $14.9K - $17.6K
2.79K $354M
CBT
Cabot Corp

Basic Materials
135
+ 3.57%
$81.12 - $92.51 $11K - $12.5K
3.92K $326M
BXP
Boston Properties Inc

Real Estate
154
+ 3.6%
$63.97 - $74.91 $9.85K - $11.5K
4.43K $298M
CNMD
Conmed Corp

Healthcare
135
+ 3.59%
$57.6 - $74.0 $7.78K - $9.99K
3.9K $235M
TM
Toyota Motor Corp

Consumer Cyclical
11
+ 0.81%
$176.53 - $195.35 $1.94K - $2.15K
1.37K $242M
OFC
Corporate Office Properties Trust

Real Estate
250
+ 3.1%
N/A
8.33K $227M
RLJ
Rlj Lodging Trust

Real Estate
71
+ 0.68%
$7.89 - $10.07 $560 - $715
10.6K $83.5M
R
Ryder System Inc

Industrials
131
+ 3.68%
$136.38 - $170.92 $17.9K - $22.4K
3.69K $531M
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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