Richard Bernstein Advisors LLC Sells in Q3 2025

Richard Bernstein Advisors LLC

  • $3.47 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-633K
- 37.1%
$98.52 - $103.93 $62.4M - $65.8M
1.07M $111M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-1.32M
- 12.88%
$44.34 - $45.94 $58.7M - $60.8M
8.95M $409M
XLF
Financial Sector Spdr

ETFs
-866K
- 41.4%
$51.37 - $54.25 $44.5M - $47M
1.23M $66M
MSFT
Microsoft Corp

Technology
-65.3K
- 53.59%
$491.09 - $535.64 $32.1M - $35M
56.6K $29.3M
EXI
Ishares Global Industrials ETF

ETFs
-200K
- 45.37%
$164.53 - $172.75 $32.8M - $34.5M
240K $41.5M
NVDA
Nvidia Corp

Technology
-226K
- 53.75%
$153.3 - $186.58 $34.7M - $42.2M
195K $36.3M
AAPL
Apple Inc.

Technology
-139K
- 54.12%
$202.38 - $256.87 $28.2M - $35.8M
118K $30.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-86.9K
- 54.03%
$211.65 - $238.24 $18.4M - $20.7M
73.9K $16.2M
META
Meta Platforms, Inc.

Communication Services
-19.6K
- 53.13%
$695.21 - $791.73 $13.7M - $15.6M
17.3K $12.7M
AVGO
Broadcom Inc.

Technology
-39.9K
- 52.87%
$264.74 - $369.57 $10.6M - $14.8M
35.6K $11.7M
JPM
Jpmorgan Chase & CO

Financial Services
-24.7K
- 52.37%
$282.78 - $316.06 $6.98M - $7.8M
22.4K $7.08M
WMT
Walmart Inc.

Consumer Defensive
-64K
- 55.69%
$94.4 - $104.27 $6.04M - $6.67M
50.9K $5.25M
BSX
Boston Scientific Corp

Healthcare
-51.2K
- 54.52%
$97.03 - $108.14 $4.97M - $5.54M
42.7K $4.17M
GOOGL
Alphabet Inc.

Communication Services
-50.7K
- 52.03%
$174.36 - $254.72 $8.85M - $12.9M
46.8K $11.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-12.1K
- 51.27%
$459.11 - $506.91 $5.56M - $6.14M
11.5K $5.79M
TSLA
Tesla, Inc.

Consumer Cyclical
-26.1K
- 54.08%
$293.94 - $444.72 $7.66M - $11.6M
22.1K $9.84M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-224K
- 2.72%
$28.38 - $29.05 $6.36M - $6.51M
8.02M $232M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-179K
- 2.46%
$29.12 - $29.34 $5.22M - $5.26M
7.1M $208M
PM
Philip Morris International Inc.

Consumer Defensive
-24.9K
- 53.81%
$157.77 - $183.27 $3.93M - $4.57M
21.4K $3.47M
GOOG
Alphabet Inc.

Communication Services
-42.3K
- 51.24%
$175.16 - $255.24 $7.42M - $10.8M
40.3K $9.81M
SPGI
S&P Global Inc.

Financial Services
-8.59K
- 54.06%
$484.94 - $564.15 $4.16M - $4.84M
7.3K $3.55M
ABT
Abbott Laboratories

Healthcare
-31.6K
- 55.8%
$120.51 - $136.62 $3.8M - $4.31M
25K $3.35M
CEG
Constellation Energy Corp

Utilities
-13.6K
- 60.81%
$298.82 - $354.89 $4.06M - $4.82M
8.76K $2.88M
KO
Coca Cola CO

Consumer Defensive
-54.1K
- 49.81%
$65.67 - $71.67 $3.55M - $3.88M
54.5K $3.62M
ETN
Eaton Corp PLC

Industrials
-11K
- 56.93%
$342.99 - $392.76 $3.79M - $4.34M
8.35K $3.13M
GE
General Electric CO

Industrials
-17.3K
- 52.0%
$244.75 - $305.63 $4.24M - $5.29M
16K $4.8M
CL
Colgate Palmolive CO

Consumer Defensive
-36.8K
- 54.33%
$79.36 - $93.33 $2.92M - $3.44M
31K $2.48M
MKL
Markel Corp

Financial Services
-1.76K
- 50.18%
$1898.34 - $2031.8 $3.35M - $3.58M
1.75K $3.35M
VICI
Vici Properties Inc.

Real Estate
-109K
- 55.75%
$31.43 - $33.93 $3.43M - $3.71M
86.7K $2.83M
UNH
Unitedhealth Group Inc

Healthcare
-12.1K
- 60.02%
$237.77 - $353.61 $2.88M - $4.28M
8.06K $2.78M
BAR
Granite Shares Gold Trust

ETFs
-473K
- 17.51%
$32.23 - $38.06 $15.3M - $18M
2.23M $84.9M
JNJ
Johnson & Johnson

Healthcare
-26.8K
- 53.46%
$155.17 - $185.42 $4.15M - $4.96M
23.3K $4.32M
MO
Altria Group, Inc.

Consumer Defensive
-59.2K
- 54.41%
$57.75 - $67.68 $3.42M - $4.01M
49.6K $3.28M
EQH
Equitable Holdings, Inc.

Financial Services
-51.8K
- 59.26%
$50.09 - $55.88 $2.59M - $2.89M
35.6K $1.81M
KMB
Kimberly Clark Corp

Consumer Defensive
-23K
- 54.25%
$121.72 - $136.77 $2.8M - $3.15M
19.4K $2.42M
MA
Mastercard Inc

Financial Services
-5.49K
- 58.1%
$550.18 - $598.96 $3.02M - $3.29M
3.96K $2.25M
UBER
Uber Technologies, Inc

Technology
-33.6K
- 58.01%
$86.91 - $99.57 $2.92M - $3.35M
24.3K $2.38M
GILD
Gilead Sciences, Inc.

Healthcare
-26.9K
- 53.47%
$108.22 - $120.47 $2.92M - $3.25M
23.4K $2.6M
PG
Procter & Gamble CO

Consumer Defensive
-18.1K
- 53.72%
$150.47 - $161.22 $2.73M - $2.93M
15.6K $2.4M
AIG
American International Group, Inc.

Financial Services
-31.3K
- 42.52%
$76.34 - $85.87 $2.39M - $2.69M
42.3K $3.32M
ABBV
Abb Vie Inc.

Healthcare
-19.3K
- 59.1%
$184.85 - $231.54 $3.57M - $4.47M
13.4K $3.09M
WFC
Wells Fargo & Company

Financial Services
-37.9K
- 54.85%
$77.05 - $85.16 $2.92M - $3.23M
31.2K $2.62M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-30.2K
- 52.17%
$86.67 - $100.17 $2.62M - $3.02M
27.7K $2.5M
CRBG
Corebridge Financial, Inc.

Financial Services
-74.4K
- 59.74%
$31.36 - $35.94 $2.33M - $2.67M
50.1K $1.61M
STZ
Constellation Brands, Inc.

Consumer Defensive
-15.1K
- 55.15%
$131.78 - $176.09 $1.99M - $2.66M
12.3K $1.65M
PEP
Pepsico Inc

Consumer Defensive
-22.3K
- 52.41%
$133.81 - $152.16 $2.99M - $3.4M
20.3K $2.85M
CARR
Carrier Global Corp

Industrials
-32.2K
- 51.52%
$58.75 - $80.73 $1.89M - $2.6M
30.3K $1.81M
EXC
Exelon Corp

Utilities
-65.3K
- 53.66%
$42.73 - $45.54 $2.79M - $2.97M
56.4K $2.54M
SYK
Stryker Corp

Healthcare
-6.64K
- 61.88%
$368.57 - $403.53 $2.45M - $2.68M
4.09K $1.51M
Activity Summary
Buys All Purchases 5 New Holdings 1 Increased Positions 4 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 0 Puts 0
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