Beverly Hills Private Wealth, LLC Reduced Holdings in Q2 2025

Beverly Hills Private Wealth, LLC

  • $533 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-6.95K
- 6.12%
$172.42 - $223.89 $1.2M - $1.56M
107K $21.9B
UNH
Unitedhealth Group Inc

Healthcare
-514
- 4.82%
$274.35 - $599.47 $141K - $308K
10.1K $3.16B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.28K
- 8.46%
$483.48 - $539.8 $1.1M - $1.23M
24.7K $12B
WEX
Wex Inc.

Technology
-12.8K
- 88.77%
$113.47 - $161.8 $1.45M - $2.07M
1.62K $237M
VGIT
Vanguard Intermediate Term Tre

ETFs
-22K
- 12.0%
$58.63 - $59.9 $1.29M - $1.32M
162K $9.67B
UPS
United Parcel Service Inc

Industrials
-9.35K
- 80.76%
$91.92 - $110.2 $859K - $1.03M
2.23K $225M
CMCSA
Comcast Corp

Communication Services
-21.1K
- 14.35%
$32.84 - $36.72 $694K - $776K
126K $4.5B
MCK
Mckesson Corp

Healthcare
-1.29K
- 45.48%
$652.83 - $732.78 $845K - $948K
1.55K $1.14B
KR
Kroger CO

Consumer Defensive
-14.3K
- 19.66%
$64.62 - $74.0 $923K - $1.06M
58.4K $4.19B
CVX
Chevron Corp

Energy
-525
- 2.02%
$133.73 - $168.51 $70.2K - $88.5K
25.5K $3.65B
JNJ
Johnson & Johnson

Healthcare
-536
- 2.1%
$146.36 - $159.82 $78.4K - $85.7K
25K $3.82B
GBIL
Goldman Sachs Access Treasury

ETFs
-4.09K
- 6.23%
$99.83 - $100.19 $408K - $410K
61.6K $6.17B
SHV
Ishares Tr

ETFs
-3.34K
- 47.65%
$110.06 - $110.46 $367K - $368K
3.66K $405M
OPY
Oppenheimer Holdings Inc

Financial Services
-7.99K
- 27.53%
$51.21 - $66.6 $409K - $532K
21K $1.38B
XOM
Exxon Mobil Corp

Energy
-234
- 0.84%
$99.93 - $119.04 $23.4K - $27.9K
27.6K $2.97B
LOW
Lowes Companies Inc

Consumer Cyclical
-628
- 3.88%
$210.83 - $235.28 $132K - $148K
15.6K $3.45B
TTE
Total Energies Se

Energy
-4.01K
- 26.43%
N/A
11.2K $686M
SBUX
Starbucks Corp

Consumer Cyclical
-1.29K
- 4.85%
$79.69 - $99.41 $103K - $128K
25.3K $2.32B
PGR
Progressive Corp

Financial Services
-329
- 3.01%
$255.27 - $288.74 $84K - $95K
10.6K $2.82B
MCD
Mcdonalds Corp

Consumer Cyclical
-67
- 0.56%
$285.55 - $321.23 $19.1K - $21.5K
12K $3.5B
V
Visa Inc.

Financial Services
-934
- 6.14%
$308.27 - $373.31 $288K - $349K
14.3K $5.07B
APD
Air Products & Chemicals, Inc.

Basic Materials
-475
- 5.36%
$248.61 - $294.96 $118K - $140K
8.38K $2.36B
PAYX
Paychex Inc

Industrials
-754
- 4.92%
$137.01 - $159.78 $103K - $120K
14.6K $2.12B
BMY
Bristol Myers Squibb CO

Healthcare
-2.43K
- 30.68%
$44.12 - $59.6 $107K - $145K
5.5K $254M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-201
- 2.81%
$212.1 - $244.27 $42.6K - $49.1K
6.95K $1.52B
MSI
Motorola Solutions, Inc.

Technology
-250
- 4.95%
$394.72 - $440.39 $98.7K - $110K
4.8K $2.02B
VGSH
Vanguard

ETFs
-3.52K
- 1.96%
$58.32 - $58.95 $205K - $207K
176K $10.4B
ACN
Accenture PLC

Technology
-377
- 6.86%
$279.23 - $323.21 $105K - $122K
5.12K $1.53B
NOC
Northrop Grumman Corp

Industrials
-244
- 5.28%
$456.3 - $540.39 $111K - $132K
4.38K $2.19B
PKG
Packaging Corp Of America

Consumer Cyclical
-434
- 5.79%
$175.97 - $201.36 $76.4K - $87.4K
7.06K $1.33B
SNY
Sanofi

Healthcare
-563
- 3.31%
$47.62 - $55.44 $26.8K - $31.2K
16.5K $795M
CVE
Cenovus Energy Inc.

Energy
-6.94K
- 4.1%
$10.58 - $14.83 $73.4K - $103K
162K $2.21B
LLY
Eli Lilly & CO

Healthcare
-95
- 6.46%
$713.71 - $898.95 $67.8K - $85.4K
1.38K $1.07B
TU
Telus Corp

Communication Services
-11.1K
- 49.11%
$13.82 - $16.49 $154K - $183K
11.5K $185M
PLD
Prologis, Inc.

Real Estate
-450
- 3.39%
$89.76 - $112.34 $40.4K - $50.6K
12.8K $1.35B
ZTS
Zoetis Inc.

Healthcare
-477
- 6.88%
$144.41 - $170.3 $68.9K - $81.2K
6.46K $1.01B
Kenvue Inc
-3.58K
- 18.59%
N/A
15.7K $328M
MO
Altria Group, Inc.

Consumer Defensive
-1.34K
- 4.11%
$55.56 - $60.91 $74.2K - $81.3K
31.1K $1.82B
NEE
Nextera Energy Inc

Utilities
-1.14K
- 4.49%
$64.11 - $75.0 $73.3K - $85.8K
24.3K $1.69B
Linde PLC
-271
- 5.11%
N/A
5.03K $2.36B
DEO
Diageo PLC

Consumer Defensive
-256
- 1.35%
$99.86 - $115.75 $25.6K - $29.6K
18.7K $1.88B
SONY
Sony Group Corp

Technology
-4.68K
- 11.41%
$21.24 - $26.88 $99.4K - $126K
36.3K $946M
MRK
Merck & Co., Inc.

Healthcare
-365
- 5.83%
$73.47 - $87.12 $26.8K - $31.8K
5.89K $466M
ETR
Entergy Corp

Utilities
-895
- 14.66%
$79.01 - $86.61 $70.7K - $77.5K
5.21K $433M
AROC
Archrock, Inc.

Energy
-1.96K
- 7.03%
$21.0 - $27.11 $41.2K - $53.2K
26K $645M
CCI
Crown Castle International Corp

Real Estate
-674
- 5.72%
$94.83 - $107.06 $63.9K - $72.2K
11.1K $1.14B
SNA
Snap On Inc

Industrials
-127
- 8.61%
$292.36 - $342.2 $37.1K - $43.5K
1.35K $419M
EMN
Eastman Chemical CO

Basic Materials
-370
- 11.2%
$72.7 - $88.29 $26.9K - $32.7K
2.93K $219M
AZN
Astrazeneca PLC

Healthcare
-679
- 10.03%
$64.87 - $75.0 $44K - $50.9K
6.09K $426M
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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