Beverly Hills Private Wealth, LLC Incresed Positions in Q1 2025

Beverly Hills Private Wealth, LLC

  • $506 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBS
Ubs Group Ag

Financial Services
2.71K
+ 6.75%
$30.28 - $35.78 $82K - $96.9K
42.8K $1.31B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
740
+ 3.46%
$9.49 - $14.83 $7.02K - $11K
22.1K $301M
SHEL
Shell PLC

Energy
50
+ 0.62%
$62.84 - $73.29 $3.14K - $3.66K
8.15K $597M
VIV
Telefonica Brasil S.A.

Communication Services
8.27K
+ 65.57%
$7.5 - $9.4 $62K - $77.7K
20.9K $182M
META
Meta Platforms, Inc.

Communication Services
352
+ 2.72%
$576.36 - $736.67 $203K - $259K
13.3K $7.67B
GE
General Electric CO

Industrials
106
+ 6.16%
$168.59 - $212.13 $17.9K - $22.5K
1.83K $366M
VICI
Vici Properties Inc.

Real Estate
1.02K
+ 9.75%
$28.21 - $32.68 $28.7K - $33.3K
11.5K $374M
Kenvue Inc
817
+ 4.43%
N/A
19.3K $462M
WWD
Woodward, Inc.

Industrials
103
+ 3.6%
$171.38 - $195.22 $17.7K - $20.1K
2.97K $541M
COST
Costco Wholesale Corp

Consumer Defensive
33
+ 2.94%
$890.62 - $1076.86 $29.4K - $35.5K
1.16K $1.09B
TIGR
Up Fintech Holding LTD

Financial Services
338
+ 1.26%
$5.76 - $9.69 $1.95K - $3.28K
27.1K $233M
MDT
Medtronic PLC

Healthcare
72
+ 1.35%
$79.84 - $94.5 $5.75K - $6.8K
5.4K $485M
IVE
Ishares S&P 500 Value ETF

ETFs
311
+ 25.72%
$185.78 - $198.58 $57.8K - $61.8K
1.52K $290M
KMB
Kimberly Clark Corp

Consumer Defensive
170
+ 5.94%
$124.46 - $147.4 $21.2K - $25.1K
3.03K $431M
AROC
Archrock, Inc.

Energy
738
+ 2.71%
$22.72 - $30.34 $16.8K - $22.4K
28K $734M
DRI
Darden Restaurants Inc

Consumer Cyclical
72
+ 3.69%
$180.02 - $208.56 $13K - $15K
2.02K $421M
SBAC
Sba Communications Corp

Real Estate
155
+ 12.05%
$192.76 - $224.91 $29.9K - $34.9K
1.44K $317M
NSP
Insperity, Inc.

Industrials
155
+ 4.58%
$69.6 - $94.21 $10.8K - $14.6K
3.54K $316M
MPC
Marathon Petroleum Corp

Energy
84
+ 1.26%
$134.72 - $159.03 $11.3K - $13.4K
6.74K $982M
QFIN
360 Digi Tech, Inc.

Financial Services
163
+ 2.32%
$36.09 - $48.12 $5.88K - $7.84K
7.17K $322M
TDY
Teledyne Technologies Inc

Technology
38
+ 3.84%
$455.51 - $518.84 $17.3K - $19.7K
1.03K $512M
OMC
Omnicom Group Inc.

Communication Services
728
+ 27.81%
$79.43 - $88.34 $57.8K - $64.3K
3.35K $277M
DUK
Duke Energy Corp

Utilities
64
+ 2.06%
$105.87 - $121.97 $6.78K - $7.81K
3.17K $386M
ZTS
Zoetis Inc.

Healthcare
232
+ 3.46%
$156.48 - $175.67 $36.3K - $40.8K
6.94K $1.14B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
224
+ 0.94%
$11.66 - $14.98 $2.61K - $3.36K
24K $328M
FCFS
First Cash Holdings, Inc.

Financial Services
13
+ 0.47%
$102.59 - $120.32 $1.33K - $1.56K
2.79K $336M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
8.05K
+ 7.35%
$12.17 - $13.83 $98K - $111K
118K $1.44B
KMI
Kinder Morgan, Inc.

Energy
1.19K
+ 13.24%
$26.1 - $31.22 $31K - $37.1K
10.2K $290M
PG
Procter & Gamble CO

Consumer Defensive
203
+ 6.68%
$158.56 - $176.26 $32.2K - $35.8K
3.24K $552M
PFE
Pfizer Inc

Healthcare
2.86K
+ 11.19%
$25.01 - $27.13 $71.4K - $77.5K
28.4K $719M
BMY
Bristol Myers Squibb CO

Healthcare
79
+ 1.01%
$53.9 - $63.11 $4.26K - $4.99K
7.93K $484M
RELX
Relx PLC

Communication Services
113
+ 1.9%
$45.34 - $51.91 $5.12K - $5.87K
6.07K $306M
BCS
Barclays PLC

Financial Services
52
+ 0.33%
$12.69 - $16.25 $660 - $845
15.7K $241M
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
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
GATX
Gatx Corp

Industrials
116
+ 3.14%
$149.94 - $167.38 $17.4K - $19.4K
3.81K $591M
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
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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