Beverly Hills Private Wealth, LLC Sells in Q3 2025

Beverly Hills Private Wealth, LLC

  • $567 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HLI
Houlihan Lokey, Inc.

Financial Services
-177
- 5.81%
$181.55 - $209.19 $32.1K - $37K
2.87K $590M
SNA
Snap On Inc

Industrials
-13
- 0.96%
$313.01 - $346.53 $4.07K - $4.5K
1.34K $463M
MOGA
Moog Inc Cla
-152
- 5.4%
N/A
2.66K $553M
GLD
Spdr Gold Trust

ETFs
-30
- 2.72%
$300.96 - $355.47 $9.03K - $10.7K
1.07K $381M
NEE
Nextera Energy Inc

Utilities
-1.36K
- 5.58%
$69.77 - $77.54 $94.7K - $105K
23K $1.73B
ETR
Entergy Corp

Utilities
-72
- 1.38%
$80.93 - $93.55 $5.83K - $6.74K
5.14K $479M
RJF
Raymond James Financial Inc

Financial Services
-121
- 3.47%
$154.64 - $176.43 $18.7K - $21.3K
3.36K $581M
RY
Royal Bank Of Canada

Financial Services
-1
- 0.03%
$128.46 - $148.6 $128 - $149
3.02K $446M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-40
- 2.56%
$420.11 - $472.68 $16.8K - $18.9K
1.52K $712M
VMI
Valmont Industries Inc

Industrials
-35
- 3.31%
$328.58 - $387.73 $11.5K - $13.6K
1.02K $397M
OPY
Oppenheimer Holdings Inc

Financial Services
-1.61K
- 7.63%
$66.02 - $79.85 $106K - $128K
19.4K $1.44B
UBS
Ubs Group Ag

Financial Services
-5.4K
- 14.14%
$33.77 - $42.38 $182K - $229K
32.8K $1.34B
CRUS
Cirrus Logic, Inc.

Technology
-90
- 2.88%
$97.25 - $127.45 $8.75K - $11.5K
3.03K $380M
DHI
Horton D R Inc

Consumer Cyclical
-288
- 11.3%
$129.82 - $184.04 $37.4K - $53K
2.26K $383M
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 0.71%
$357.4 - $423.42 $3.93K - $4.66K
1.54K $623M
CBRE
Cbre Group, Inc.

Real Estate
-167
- 3.54%
$137.04 - $165.9 $22.9K - $27.7K
4.55K $717M
BWA
Borgwarner Inc

Consumer Cyclical
-403
- 5.68%
$34.53 - $44.44 $13.9K - $17.9K
6.69K $294M
HII
Huntington Ingalls Industries, Inc.

Industrials
-31
- 2.13%
$246.31 - $287.91 $7.64K - $8.93K
1.43K $410M
MCD
Mcdonalds Corp

Consumer Cyclical
-259
- 2.16%
$291.67 - $316.99 $75.5K - $82.1K
11.7K $3.56B
TDY
Teledyne Technologies Inc

Technology
-8
- 0.85%
$509.51 - $586.04 $4.08K - $4.69K
928 $544M
R
Ryder System Inc

Industrials
-181
- 5.33%
$168.66 - $189.57 $30.5K - $34.3K
3.21K $606M
MSI
Motorola Solutions, Inc.

Technology
-239
- 4.98%
$408.73 - $490.3 $97.7K - $117K
4.56K $2.09B
CMI
Cummins Inc

Industrials
-97
- 8.43%
$327.85 - $426.39 $31.8K - $41.4K
1.05K $445M
ENB
Enbridge Inc

Energy
-414
- 2.31%
$43.79 - $50.46 $18.1K - $20.9K
17.5K $885M
SF
Stifel Financial Corp

Financial Services
-2.49K
- 6.82%
$105.26 - $116.4 $263K - $290K
34.1K $3.87B
XOM
Exxon Mobil Corp

Energy
-485
- 1.76%
$105.83 - $117.22 $51.3K - $56.9K
27.1K $3.05B
D
Dominion Energy, Inc

Utilities
-1.11K
- 3.42%
$56.32 - $62.1 $62.2K - $68.6K
31.2K $1.91B
PLD
Prologis, Inc.

Real Estate
-312
- 2.43%
$104.08 - $115.35 $32.5K - $36K
12.5K $1.43B
MPWR
Monolithic Power Systems Inc

Technology
-19
- 3.27%
$711.24 - $922.81 $13.5K - $17.5K
562 $518M
CAT
Caterpillar Inc

Industrials
-250
- 9.9%
$390.92 - $477.15 $97.7K - $119K
2.27K $1.08B
BAC
Bank Of America Corp

Financial Services
-109
- 0.39%
$44.92 - $52.42 $4.9K - $5.71K
27.5K $1.42B
WEC
Wec Energy Group, Inc.

Utilities
-441
- 2.51%
$103.66 - $114.59 $45.7K - $50.5K
17.1K $1.96B
MO
Altria Group, Inc.

Consumer Defensive
-1.4K
- 4.51%
$57.75 - $67.68 $81K - $95K
29.7K $1.96B
SHOP
Shopify Inc.

Technology
-123
- 2.3%
$112.11 - $157.12 $13.8K - $19.3K
5.22K $776M
MPC
Marathon Petroleum Corp

Energy
-107
- 1.58%
$158.59 - $198.69 $17K - $21.3K
6.67K $1.29B
AVGO
Broadcom Inc.

Technology
-3.96K
- 14.45%
$264.74 - $369.57 $1.05M - $1.46M
23.5K $7.74B
UNH
Unitedhealth Group Inc

Healthcare
-448
- 4.42%
$237.77 - $353.61 $107K - $158K
9.69K $3.35B
CVX
Chevron Corp

Energy
-670
- 2.63%
$145.57 - $161.83 $97.5K - $108K
24.8K $3.85B
Ftai Aviation LTD
-300
- 5.4%
N/A
5.26K $877M
IVV
Ishares Core S&P 500 ETF

ETFs
-72
- 1.18%
$620.67 - $670.08 $44.7K - $48.2K
6.05K $4.05B
TJX
Tjx Companies Inc

Consumer Cyclical
-167
- 1.29%
$121.35 - $144.54 $20.3K - $24.1K
12.8K $1.85B
FAST
Fastenal CO

Industrials
-1.93K
- 3.91%
$42.47 - $50.39 $81.8K - $97.1K
47.4K $2.32B
KLAC
Kla Corp

Technology
-33
- 2.06%
$843.9 - $1078.6 $27.8K - $35.6K
1.57K $1.69B
NSC
Norfolk Southern Corp

Industrials
-559
- 5.34%
$259.49 - $300.41 $145K - $168K
9.91K $2.98B
LOW
Lowes Companies Inc

Consumer Cyclical
-583
- 3.74%
$215.01 - $273.02 $125K - $159K
15K $3.77B
Te Connectivity PLC
-602
- 5.88%
N/A
9.64K $2.12B
NOC
Northrop Grumman Corp

Industrials
-39
- 0.89%
$498.9 - $609.32 $19.5K - $23.8K
4.34K $2.64B
JPM
Jpmorgan Chase & CO

Financial Services
-2.66K
- 4.95%
$282.78 - $316.06 $752K - $841K
51.1K $16.1B
ABBV
Abb Vie Inc.

Healthcare
-384
- 2.79%
$184.85 - $231.54 $71K - $88.9K
13.4K $3.1B
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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