Richard Bernstein Advisors LLC Sells in Q2 2025

Richard Bernstein Advisors LLC

  • $4.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EQH
Equitable Holdings, Inc.

Financial Services
-8.56K
- 8.93%
$43.98 - $56.1 $376K - $480K
87.3K $4.9M
IR
Ingersoll Rand Inc.

Industrials
-2.36K
- 7.27%
$66.75 - $84.94 $157K - $200K
30K $2.5M
KXI
Ishares Tr Global Consumer Sta

ETFs
-1.23K
- 60.39%
$60.73 - $67.45 $74.5K - $82.7K
804 $52K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-811
- 98.18%
$91.43 - $91.74 $74.1K - $74.4K
15 $1K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-1.04K
- 62.48%
$65.42 - $80.7 $67.8K - $83.6K
622 $50K
DE
Deere & CO

Industrials
-776
- 9.11%
$412.99 - $531.48 $320K - $412K
7.75K $3.94M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-909
- 28.18%
$62.73 - $78.42 $57K - $71.3K
2.32K $179K
HON
Honeywell International Inc

Industrials
-1.44K
- 10.17%
$182.86 - $232.88 $263K - $334K
12.7K $2.95M
GLDM
World Gold Trust

ETFs
-1.61K
- 7.08%
$58.96 - $67.97 $95K - $109K
21.2K $1.39M
XLK
Technology Sector Spdr

ETFs
-60
- 42.55%
$179.73 - $253.23 $10.8K - $15.2K
81 $20K
XLV
Select Sector Spdr Fund Health

ETFs
-49
- 87.5%
$128.77 - $144.3 $6.31K - $7.07K
7 $0
ABC
Amerisourcebergen Corp

Healthcare
-8
- 0.04%
N/A
21.6K $4.01M
MBB
Ishares Tr

ETFs
-1
- 9.09%
$91.41 - $94.22 $91.4 - $94.2
10 $0
Ge Vernova Inc
-873
- 9.53%
N/A
8.29K $0
Linde PLC
-11
- 0.12%
N/A
9.28K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-856
- 50.89%
N/A
826 $0
Atlassian Corporation
-929
- 6.5%
N/A
13.4K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-7.2K
- 39.54%
N/A
11K $0
NWS
News Corp New Cl B Com Stk (De

Communication Services
-11.8K
- 10.76%
$27.41 - $34.31 $324K - $405K
98K $3.36M
CSX
Csx Corp

Industrials
-6.96K
- 8.19%
$26.69 - $32.91 $186K - $229K
78K $2.55M
HLI
Houlihan Lokey, Inc.

Financial Services
-2.1K
- 8.26%
$141.59 - $182.75 $297K - $383K
23.3K $4.19M
LMT
Lockheed Martin Corp

Industrials
-3
- 0.04%
$430.82 - $486.45 $1.29K - $1.46K
6.68K $3.09M
ARES
Ares Management Corp

Financial Services
-2.18K
- 11.45%
$118.04 - $175.83 $258K - $384K
16.9K $2.92M
DAL
Delta Air Lines, Inc.

Industrials
-5.34K
- 7.57%
$35.88 - $52.99 $191K - $283K
65.1K $3.2M
CME
Cme Group Inc.

Financial Services
-11
- 0.08%
$252.37 - $290.71 $2.78K - $3.2K
13.5K $3.72M
BAC
Bank Of America Corp

Financial Services
-12.7K
- 9.62%
$34.39 - $47.46 $438K - $604K
120K $5.66M
CRBG
Corebridge Financial, Inc.

Financial Services
-10.3K
- 7.67%
$25.41 - $35.83 $263K - $371K
125K $4.42M
BSX
Boston Scientific Corp

Healthcare
-4.19K
- 4.27%
$89.7 - $107.41 $376K - $450K
93.9K $10.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.91K
- 6.4%
$57.41 - $74.81 $167K - $218K
42.6K $3.17M
KKR
Kkr & Co. Inc.

Financial Services
-2.49K
- 8.16%
$92.79 - $134.29 $231K - $335K
28.1K $3.73M
AXP
American Express CO

Financial Services
-1.28K
- 9.73%
$231.39 - $318.98 $296K - $408K
11.9K $3.79M
MRVL
Marvell Technology, Inc.

Technology
-3.25K
- 9.47%
$49.38 - $79.97 $160K - $260K
31K $2.4M
AMD
Advanced Micro Devices Inc

Technology
-6.75K
- 21.13%
$78.21 - $143.81 $528K - $971K
25.2K $3.58M
RTX
Raytheon Technologies Corp

Industrials
-45
- 0.18%
$113.75 - $148.48 $5.12K - $6.68K
25.3K $3.69M
IBM
International Business Machines Corp

Technology
-1.89K
- 9.7%
$221.03 - $294.78 $418K - $557K
17.6K $5.18M
GOOG
Alphabet Inc.

Communication Services
-8.88K
- 9.71%
$146.58 - $180.01 $1.3M - $1.6M
82.6K $14.7M
C
Citigroup Inc

Financial Services
-3.63K
- 7.51%
$58.13 - $85.12 $211K - $309K
44.7K $3.81M
CAT
Caterpillar Inc

Industrials
-1.12K
- 7.71%
$273.94 - $388.21 $306K - $433K
13.4K $5.19M
HWM
Howmet Aerospace Inc.

Industrials
-9.7K
- 23.65%
$112.33 - $186.13 $1.09M - $1.8M
31.3K $5.82M
WFC
Wells Fargo & Company

Financial Services
-71
- 0.1%
$60.98 - $80.12 $4.33K - $5.69K
69.2K $5.54M
GS
Goldman Sachs Group Inc

Financial Services
-295
- 6.04%
$462.22 - $707.75 $136K - $209K
4.59K $3.25M
GOOGL
Alphabet Inc.

Communication Services
-9.59K
- 8.96%
$144.7 - $178.6 $1.39M - $1.71M
97.5K $17.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.04K
- 1.51%
$152.42 - $182.82 $158K - $190K
67.9K $12.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-80
- 8.35%
$4164.15 - $5789.24 $333K - $463K
878 $5.08M
UBER
Uber Technologies, Inc

Technology
-5.49K
- 8.65%
$64.62 - $93.3 $355K - $512K
58K $5.41M
JCI
Johnson Controls International PLC

Industrials
-33
- 0.08%
$71.14 - $105.62 $2.35K - $3.49K
38.9K $4.11M
WMT
Walmart Inc.

Consumer Defensive
-78
- 0.07%
$81.79 - $99.98 $6.38K - $7.8K
115K $11.2M
GE
General Electric CO

Industrials
-3.08K
- 8.48%
$166.81 - $257.39 $514K - $793K
33.3K $8.57M
AMZN
Amazon Com Inc

Consumer Cyclical
-14.4K
- 8.2%
$167.32 - $223.3 $2.41M - $3.21M
161K $35.3M
Activity Summary
Buys All Purchases 41 New Holdings 27 Increased Positions 14 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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