Beverly Hills Private Wealth, LLC Incresed Positions in Q3 2025

Beverly Hills Private Wealth, LLC

  • $567 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STEW
Boulder Growth & Income Fund

Financial Services
2.69K
+ 10.86%
$17.4 - $18.57 $46.8K - $49.9K
27.5K $499M
MA
Mastercard Inc

Financial Services
39
+ 0.94%
$550.18 - $598.96 $21.5K - $23.4K
4.19K $2.38B
PFE
Pfizer Inc

Healthcare
421
+ 1.53%
$23.29 - $25.88 $9.81K - $10.9K
28K $712M
QCOM
Qualcomm Inc

Technology
23
+ 0.41%
$145.84 - $173.55 $3.35K - $3.99K
5.57K $927M
USB
Us Bancorp \De\

Financial Services
493
+ 8.61%
$43.94 - $50.41 $21.7K - $24.9K
6.22K $300M
LMT
Lockheed Martin Corp

Industrials
4
+ 0.43%
$410.74 - $499.21 $1.64K - $2K
924 $462M
ENVX
Enovix Corp

Industrials
5.86K
+ 8.59%
$8.0 - $15.93 $46.8K - $93.3K
74K $738M
ADI
Analog Devices Inc

Technology
52
+ 2.01%
$220.68 - $255.63 $11.5K - $13.3K
2.64K $649M
NI
Nisource Inc.

Utilities
36
+ 0.45%
$39.0 - $43.33 $1.4K - $1.56K
8.04K $348M
TFC
Truist Financial Corp

Financial Services
114
+ 1.89%
$42.83 - $47.07 $4.88K - $5.37K
6.15K $281M
SNOW
Snowflake Inc.

Technology
62
+ 2.16%
$191.73 - $241.0 $11.9K - $14.9K
2.94K $662M
MCHP
Microchip Technology Inc

Technology
586
+ 14.74%
$60.95 - $75.26 $35.7K - $44.1K
4.56K $293M
EPD
Enterprise Products Partners L.P.

Energy
141
+ 0.52%
$30.74 - $32.14 $4.33K - $4.53K
27.5K $859M
AMGN
Amgen Inc

Healthcare
12
+ 0.61%
$271.18 - $309.22 $3.25K - $3.71K
1.98K $559M
IP
International Paper CO

Consumer Cyclical
112
+ 19.48%
$45.32 - $55.68 $5.08K - $6.24K
687 $31.9M
ADP
Automatic Data Processing Inc

Industrials
62
+ 6.78%
$288.69 - $310.94 $17.9K - $19.3K
976 $287M
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.2K
+ 6.21%
$13.69 - $15.48 $16.4K - $18.6K
20.5K $281M
KMB
Kimberly Clark Corp

Consumer Defensive
92
+ 2.8%
$121.72 - $136.77 $11.2K - $12.6K
3.37K $419M
KMI
Kinder Morgan, Inc.

Energy
220
+ 2.17%
$26.23 - $28.5 $5.77K - $6.27K
10.4K $294M
MFC
Manulife Financial Corp

Financial Services
7
+ 0.05%
$29.9 - $32.34 $209 - $226
14.3K $444M
AIV
Apartment Investment & Management CO

Real Estate
25.1K
+ 8.37%
$7.42 - $8.81 $186K - $221K
325K $2.58B
MAR
Marriott International Inc

Consumer Cyclical
31
+ 0.85%
$255.35 - $282.87 $7.92K - $8.77K
3.7K $963M
PYPL
Pay Pal Holdings, Inc.

Financial Services
735
+ 2.66%
$65.64 - $78.22 $48.2K - $57.5K
28.4K $1.9B
ACI
Albertsons Companies, Inc.

Consumer Defensive
29.1K
+ 13.95%
$17.45 - $22.74 $508K - $662K
238K $4.16B
NVO
Novo Nordisk A S

Healthcare
1.02K
+ 2.27%
$45.38 - $71.7 $46.2K - $73.1K
45.9K $2.55B
Activity Summary
Buys All Purchases 105 New Holdings 29 Increased Positions 76 Sells All Sells 207 Reductions 207 Sold out 0 Options Calls 0 Puts 0
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