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
MDLZ
Mondelez International, Inc.

Consumer Defensive
-932
- 4.94%
$63.54 - $68.5 $59.2K - $63.8K
17.9K $1.21B
COP
Conocophillips

Energy
-240
- 7.81%
$82.66 - $106.1 $19.8K - $25.5K
2.83K $254M
MDT
Medtronic PLC

Healthcare
-613
- 11.36%
$80.68 - $88.86 $49.5K - $54.5K
4.78K $417M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-8.3K
- 4.79%
$20.46 - $21.89 $170K - $182K
165K $3.61B
UNP
Union Pacific Corp

Industrials
-151
- 3.42%
$208.27 - $238.46 $31.4K - $36K
4.27K $982M
TRV
Travelers Companies, Inc.

Financial Services
-247
- 12.44%
$233.83 - $276.34 $57.8K - $68.3K
1.74K $465M
PG
Procter & Gamble CO

Consumer Defensive
-150
- 4.63%
$157.66 - $172.39 $23.6K - $25.9K
3.09K $493M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-3.3K
- 14.59%
$13.03 - $15.28 $43K - $50.4K
19.3K $283M
CBT
Cabot Corp

Basic Materials
-362
- 9.24%
$72.47 - $84.35 $26.2K - $30.5K
3.56K $267M
AEP
American Electric Power CO Inc

Utilities
-307
- 7.75%
$98.59 - $109.11 $30.3K - $33.5K
3.66K $379M
YPF
Ypf Sociedad Anonima

Energy
-533
- 5.27%
$27.16 - $36.96 $14.5K - $19.7K
9.59K $301M
MIDD
Middleby Corp

Industrials
-215
- 8.22%
$124.01 - $154.76 $26.7K - $33.3K
2.4K $346M
PFE
Pfizer Inc

Healthcare
-829
- 2.92%
$21.59 - $24.84 $17.9K - $20.6K
27.5K $667M
TJX
Tjx Companies Inc

Consumer Cyclical
-597
- 4.4%
$119.13 - $135.03 $71.1K - $80.6K
13K $1.6B
PAM
Pampa Energy Inc.

Utilities
-276
- 6.89%
$62.85 - $85.07 $17.3K - $23.5K
3.73K $259M
OMC
Omnicom Group Inc.

Communication Services
-188
- 5.62%
$69.22 - $79.77 $13K - $15K
3.16K $227M
GGAL
Grupo Financiero Galicia Sa

Financial Services
-408
- 5.61%
$45.31 - $64.39 $18.5K - $26.3K
6.87K $346M
DUK
Duke Energy Corp

Utilities
-309
- 9.76%
$112.46 - $124.05 $34.8K - $38.3K
2.86K $337M
SHEL
Shell PLC

Energy
-331
- 4.06%
$59.75 - $73.05 $19.8K - $24.2K
7.82K $551M
TFC
Truist Financial Corp

Financial Services
-1.41K
- 18.87%
$34.79 - $42.99 $48.9K - $60.4K
6.04K $260M
CINF
Cincinnati Financial Corp

Financial Services
-393
- 3.95%
$126.6 - $151.6 $49.8K - $59.6K
9.55K $1.42B
SON
Sonoco Products CO

Consumer Cyclical
-567
- 10.0%
$40.6 - $47.93 $23K - $27.2K
5.1K $222M
VICI
Vici Properties Inc.

Real Estate
-1.37K
- 11.98%
$29.41 - $32.97 $40.4K - $45.3K
10.1K $329M
VNET
Vnet Group, Inc.

Technology
-1.1K
- 3.96%
$4.74 - $8.12 $5.22K - $8.95K
26.7K $185M
AMT
American Tower Corp

Real Estate
-281
- 4.88%
$203.96 - $228.19 $57.3K - $64.1K
5.47K $1.21B
RGA
Reinsurance Group Of America Inc

Financial Services
-224
- 7.93%
$168.32 - $209.71 $37.7K - $47K
2.6K $516M
GATX
Gatx Corp

Industrials
-209
- 5.49%
$141.27 - $159.24 $29.5K - $33.3K
3.6K $552M
HMY
Harmony Gold Mining CO LTD

Basic Materials
-1.4K
- 6.08%
$12.96 - $17.99 $18.1K - $25.1K
21.6K $302M
BMA
Macro Bank Inc.

Financial Services
-190
- 4.46%
$64.88 - $96.54 $12.3K - $18.3K
4.07K $286M
NI
Nisource Inc.

Utilities
-918
- 10.29%
$37.11 - $40.64 $34.1K - $37.3K
8K $323M
RSG
Republic Services, Inc.

Industrials
-175
- 8.86%
$227.2 - $258.07 $39.8K - $45.2K
1.8K $444M
AOS
Smith A O Corp

Industrials
-535
- 9.15%
$59.63 - $70.52 $31.9K - $37.7K
5.31K $348M
BSX
Boston Scientific Corp

Healthcare
-491
- 16.87%
$89.7 - $107.41 $44K - $52.7K
2.42K $260M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-1.34K
- 14.7%
$53.75 - $67.21 $72K - $90.1K
7.77K $515M
HD
Home Depot, Inc.

Consumer Cyclical
-92
- 5.61%
$335.24 - $380.78 $30.8K - $35K
1.55K $568M
ABT
Abbott Laboratories

Healthcare
-600
- 4.09%
$123.95 - $138.08 $74.4K - $82.8K
14.1K $1.91B
TDY
Teledyne Technologies Inc

Technology
-92
- 8.95%
$435.54 - $512.31 $40.1K - $47.1K
936 $480M
PBA
Pembina Pipeline Corp

Energy
-451
- 7.59%
$35.16 - $40.88 $15.9K - $18.4K
5.49K $206M
AMCR
Amcor PLC

Consumer Cyclical
-1.95K
- 7.13%
$8.57 - $9.81 $16.7K - $19.1K
25.4K $233M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-786
- 10.51%
$81.84 - $93.53 $64.3K - $73.5K
6.7K $621M
PSA
Public Storage

Real Estate
-87
- 11.18%
$266.31 - $309.77 $23.2K - $26.9K
691 $203M
CNC
Centene Corp

Healthcare
-70
- 1.75%
$53.4 - $64.29 $3.74K - $4.5K
3.93K $213M
QFIN
360 Digi Tech, Inc.

Financial Services
-343
- 4.78%
$35.33 - $46.05 $12.1K - $15.8K
6.83K $296M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-358
- 6.04%
$60.03 - $72.0 $21.5K - $25.8K
5.57K $369M
CRL
Charles River Laboratories International, Inc.

Healthcare
-185
- 9.67%
$99.75 - $151.89 $18.5K - $28.1K
1.73K $262M
DHI
Horton D R Inc

Consumer Cyclical
-237
- 8.51%
$115.1 - $129.63 $27.3K - $30.7K
2.55K $329M
MFC
Manulife Financial Corp

Financial Services
-1.19K
- 7.69%
$26.93 - $32.44 $32K - $38.5K
14.3K $456M
MOGA
Moog Inc Cla
-269
- 8.73%
N/A
2.81K $509M
BXP
Boston Properties Inc

Real Estate
-362
- 8.17%
$56.86 - $74.12 $20.6K - $26.8K
4.07K $274M
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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