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
WBS
Webster Financial Corp

Financial Services
-750
- 12.38%
$41.76 - $54.91 $31.3K - $41.2K
5.31K $290M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-1.76K
- 7.33%
$10.79 - $14.14 $19K - $24.9K
22.3K $306M
ENB
Enbridge Inc

Energy
-883
- 4.69%
$41.09 - $47.16 $36.3K - $41.6K
18K $814M
T
At&T Inc.

Communication Services
-1.77K
- 3.83%
$26.33 - $28.94 $46.7K - $51.3K
44.6K $1.29B
BIO
Bio Rad Laboratories, Inc.

Healthcare
-75
- 7.4%
$216.56 - $256.68 $16.2K - $19.3K
938 $226M
UBS
Ubs Group Ag

Financial Services
-4.64K
- 10.83%
$26.12 - $33.82 $121K - $157K
38.2K $1.29B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-459
- 5.37%
$45.12 - $46.23 $20.7K - $21.2K
8.09K $374M
HXL
Hexcel Corp

Industrials
-504
- 9.47%
$47.49 - $57.32 $23.9K - $28.9K
4.82K $272M
DRI
Darden Restaurants Inc

Consumer Cyclical
-183
- 9.04%
$186.58 - $225.78 $34.1K - $41.3K
1.84K $401M
AVB
Avalonbay Communities Inc

Real Estate
-5
- 0.31%
$187.23 - $215.61 $936 - $1.08K
1.63K $331M
KO
Coca Cola CO

Consumer Defensive
-203
- 4.05%
$68.37 - $73.9 $13.9K - $15K
4.81K $340M
AKAM
Akamai Technologies Inc

Technology
-207
- 7.32%
N/A
2.62K $209M
TM
Toyota Motor Corp

Consumer Cyclical
-70
- 5.1%
$158.63 - $195.39 $11.1K - $13.7K
1.3K $224M
ARCC
Ares Capital Corp

Financial Services
-337
- 0.66%
$18.91 - $22.43 $6.37K - $7.56K
50.6K $1.11B
TRP
Tc Energy Corp

Energy
-691
- 6.77%
$44.48 - $51.4 $30.7K - $35.5K
9.51K $464M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-2.08K
- 8.37%
$13.71 - $15.46 $28.4K - $32.1K
22.7K $351M
FQAL
Fidelity Covington Tr Quality

ETFs
-657
- 12.66%
$57.29 - $69.63 $37.6K - $45.7K
4.53K $316M
CRUS
Cirrus Logic, Inc.

Technology
-316
- 9.19%
$77.43 - $107.58 $24.5K - $34K
3.12K $326M
OFC
Corporate Office Properties Trust

Real Estate
-665
- 7.99%
N/A
7.66K $211M
SPGI
S&P Global Inc.

Financial Services
-117
- 4.89%
$438.31 - $527.29 $51.3K - $61.7K
2.28K $1.2B
USB
Us Bancorp \De\

Financial Services
-758
- 11.7%
$36.4 - $45.76 $27.6K - $34.7K
5.72K $259M
WMT
Walmart Inc.

Consumer Defensive
-3.47K
- 10.68%
$81.79 - $99.98 $283K - $346K
29K $2.83B
HLI
Houlihan Lokey, Inc.

Financial Services
-436
- 12.51%
$141.59 - $182.75 $61.7K - $79.7K
3.05K $549M
FTS
Fortis Inc.

Utilities
-663
- 7.92%
$44.42 - $49.76 $29.5K - $33K
7.71K $368M
MET
Metlife Inc

Financial Services
-176
- 2.62%
$68.42 - $82.49 $12K - $14.5K
6.53K $525M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-98
- 5.5%
$121.58 - $136.74 $11.9K - $13.4K
1.69K $229M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-510
- 3.51%
$12.23 - $15.46 $6.24K - $7.88K
14K $212M
CMI
Cummins Inc

Industrials
-89
- 7.18%
$267.12 - $336.65 $23.8K - $30K
1.15K $377M
SBAC
Sba Communications Corp

Real Estate
-139
- 9.65%
$208.57 - $243.4 $29K - $33.8K
1.3K $306M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-255
- 0.27%
$45.2 - $46.6 $11.5K - $11.9K
94.4K $4.37B
RLJ
Rlj Lodging Trust

Real Estate
-167
- 1.58%
$6.35 - $7.98 $1.06K - $1.33K
10.4K $75.9M
ANSS
Ansys Inc

Technology
-113
- 10.42%
$284.19 - $351.22 $32.1K - $39.7K
971 $341M
CBRE
Cbre Group, Inc.

Real Estate
-348
- 6.87%
$113.94 - $140.12 $39.7K - $48.8K
4.72K $661M
LMT
Lockheed Martin Corp

Industrials
-35
- 3.66%
$430.82 - $486.45 $15.1K - $17K
920 $426M
HOLX
Hologic Inc

Healthcare
-274
- 5.3%
$52.73 - $65.22 $14.4K - $17.9K
4.9K $319M
WMB
Williams Companies, Inc.

Energy
-229
- 4.54%
$54.33 - $62.87 $12.4K - $14.4K
4.81K $302M
BOTZ
Global X Fds

ETFs
-1.41K
- 12.57%
$24.51 - $32.65 $34.4K - $45.9K
9.78K $319M
WTFC
Wintrust Financial Corp

Financial Services
-188
- 8.21%
$95.17 - $124.21 $17.9K - $23.4K
2.1K $261M
COST
Costco Wholesale Corp

Consumer Defensive
-48
- 4.16%
$908.13 - $1056.85 $43.6K - $50.7K
1.11K $1.1B
Aegon LTD
-1.21K
- 5.41%
N/A
21.1K $153M
RJF
Raymond James Financial Inc

Financial Services
-319
- 8.39%
$123.65 - $153.88 $39.4K - $49.1K
3.49K $534M
BOX
Box Inc

Technology
-913
- 7.9%
$28.42 - $38.55 $25.9K - $35.2K
10.6K $363M
RELX
Relx PLC

Communication Services
-304
- 5.01%
$45.31 - $55.66 $13.8K - $16.9K
5.77K $313M
ERIC
Ericsson Lm Telephone CO

Technology
-1.05K
- 4.58%
$6.77 - $8.86 $7.12K - $9.32K
21.9K $186M
LYG
Lloyds Banking Group PLC

Financial Services
-4.62K
- 7.21%
$3.32 - $4.29 $15.3K - $19.8K
59.5K $253M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-56
- 3.2%
$149.76 - $186.42 $8.39K - $10.4K
1.7K $316M
R
Ryder System Inc

Industrials
-300
- 8.12%
$130.14 - $160.88 $39K - $48.3K
3.39K $539M
AVEM
American Centy ETF Tr Avantis

ETFs
-361
- 8.32%
$53.08 - $68.54 $19.2K - $24.7K
3.98K $273M
Lazard Inc
-221
- 4.61%
N/A
4.57K $219M
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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