Beverly Hills Private Wealth, LLC Reduced Holdings in Q1 2025

Beverly Hills Private Wealth, LLC

  • $506 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.79K
- 1.55%
$209.68 - $247.1 $375K - $442K
114K $25.2B
NVDA
Nvidia Corp

Technology
-7.3K
- 7.1%
$106.98 - $149.43 $781K - $1.09M
95.6K $10.4B
AVGO
Broadcom Inc.

Technology
-1.66K
- 5.49%
$167.43 - $244.7 $278K - $407K
28.6K $4.79B
MRK
Merck & Co., Inc.

Healthcare
-19.5K
- 75.73%
$83.01 - $101.02 $1.62M - $1.97M
6.26K $562M
GOOG
Alphabet Inc.

Communication Services
-1.14K
- 3.41%
$156.06 - $207.71 $178K - $237K
32.3K $5.04B
Ftai Aviation LTD
-7.64K
- 57.88%
N/A
5.56K $617M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-19.5K
- 16.34%
$50.48 - $51.04 $983K - $993K
99.6K $5.05B
MS
Morgan Stanley

Financial Services
-6.03K
- 34.71%
$111.68 - $141.08 $673K - $851K
11.3K $1.32B
GM
General Motors CO

Consumer Cyclical
-12.8K
- 56.03%
$45.22 - $54.92 $579K - $704K
10.1K $473M
PKG
Packaging Corp Of America

Consumer Cyclical
-2.13K
- 22.15%
$192.03 - $242.13 $410K - $516K
7.5K $1.48B
IVV
Ishares Core S&P 500 ETF

ETFs
-652
- 8.68%
$554.06 - $615.85 $361K - $402K
6.86K $3.85B
ETN
Eaton Corp PLC

Industrials
-382
- 6.21%
$271.83 - $371.23 $104K - $142K
5.77K $1.57B
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-6.84K
- 57.53%
$52.01 - $61.99 $356K - $424K
5.05K $270M
LOW
Lowes Companies Inc

Consumer Cyclical
-566
- 3.38%
$222.66 - $268.42 $126K - $152K
16.2K $3.78B
DELL
Dell Technologies Inc.

Technology
-1.84K
- 35.99%
$90.34 - $124.66 $166K - $229K
3.27K $298M
PLTR
Palantir Technologies Inc.

Technology
-4.94K
- 33.86%
$64.98 - $124.62 $321K - $616K
9.66K $815M
ACN
Accenture PLC

Technology
-198
- 3.48%
$300.91 - $398.25 $59.6K - $78.9K
5.5K $1.72B
Global X Fds
-2.85K
- 11.38%
N/A
22.2K $2.23B
WMT
Walmart Inc.

Consumer Defensive
-1.91K
- 5.57%
$84.5 - $105.05 $162K - $201K
32.5K $2.85B
INFY
Infosys LTD

Technology
-7.49K
- 29.86%
$18.06 - $22.89 $135K - $172K
17.6K $321M
MSI
Motorola Solutions, Inc.

Technology
-227
- 4.3%
$411.73 - $482.1 $93.5K - $109K
5.05K $2.21B
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-19.5K
- 9.07%
$11.96 - $13.56 $233K - $264K
195K $2.51B
AXP
American Express CO

Financial Services
-18
- 0.24%
$255.39 - $325.87 $4.6K - $5.87K
7.5K $2.02B
TXN
Texas Instruments Inc

Technology
-361
- 1.91%
N/A
18.6K $3.34B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-5.93K
- 5.9%
$44.68 - $46.49 $265K - $276K
94.6K $4.38B
FIS
Fidelity National Information Services, Inc.

Technology
-244
- 0.94%
$68.12 - $83.42 $16.6K - $20.4K
25.6K $1.91B
SHV
Ishares Tr

ETFs
-1.6K
- 18.6%
$110.11 - $110.51 $176K - $177K
7K $773M
ORCL
Oracle Corp

Technology
-174
- 3.66%
$139.81 - $186.47 $24.3K - $32.4K
4.58K $640M
TT
Trane Technologies PLC

Industrials
-6
- 0.15%
$332.0 - $400.86 $1.99K - $2.41K
4.02K $1.35B
ON
On Semiconductor Corp

Technology
-52
- 0.91%
$40.69 - $64.51 $2.12K - $3.35K
5.65K $230M
HON
Honeywell International Inc

Industrials
-140
- 2.24%
$202.75 - $226.52 $28.4K - $31.7K
6.11K $1.29B
VST
Vistra Corp.

Utilities
-62
- 1.19%
$108.49 - $191.89 $6.73K - $11.9K
5.15K $605M
ADI
Analog Devices Inc

Technology
-384
- 11.85%
$201.56 - $243.82 $77.4K - $93.6K
2.86K $576M
TRV
Travelers Companies, Inc.

Financial Services
-611
- 23.54%
$232.43 - $265.13 $142K - $162K
1.99K $525M
IRM
Iron Mountain Inc

Real Estate
-43
- 0.87%
$82.79 - $111.31 $3.56K - $4.79K
4.89K $420M
HLI
Houlihan Lokey, Inc.

Financial Services
-281
- 7.46%
$154.43 - $187.4 $43.4K - $52.7K
3.49K $563M
IVW
Ishares S&P 500 Growth ETF

ETFs
-466
- 9.1%
$92.45 - $106.69 $43.1K - $49.7K
4.66K $432M
YPF
Ypf Sociedad Anonima

Energy
-145
- 1.41%
$31.56 - $46.03 $4.58K - $6.67K
10.1K $355M
EMR
Emerson Electric CO

Industrials
-317
- 10.13%
$108.64 - $131.17 $34.4K - $41.6K
2.81K $308M
Te Connectivity PLC
-413
- 3.72%
N/A
10.7K $1.51B
ERJ
Embraer S.A.

Industrials
-9.02K
- 24.84%
$37.11 - $56.4 $335K - $509K
27.3K $1.26B
NEE
Nextera Energy Inc

Utilities
-638
- 2.44%
$66.96 - $76.16 $42.7K - $48.6K
25.5K $1.81B
BAC
Bank Of America Corp

Financial Services
-3
- 0.01%
$39.61 - $47.74 $119 - $143
29.3K $1.22B
QCOM
Qualcomm Inc

Technology
-424
- 7.0%
$151.94 - $175.86 $64.4K - $74.6K
5.64K $866M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.48K
- 14.76%
$44.72 - $46.25 $66.2K - $68.5K
8.55K $394M
INTU
Intuit Inc

Technology
-57
- 3.52%
$555.63 - $630.23 $31.7K - $35.9K
1.56K $959M
ARCC
Ares Capital Corp

Financial Services
-3.29K
- 6.06%
$21.28 - $23.81 $69.9K - $78.2K
50.9K $1.13B
TJX
Tjx Companies Inc

Consumer Cyclical
-561
- 3.97%
$112.81 - $126.16 $63.3K - $70.8K
13.6K $1.65B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-637
- 7.48%
$48.06 - $53.73 $30.6K - $34.2K
7.88K $384M
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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