Beverly Hills Private Wealth, LLC Purchases in Q3 2025

Beverly Hills Private Wealth, LLC

  • $567 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SBSW
Sibanye Stillwater LTD

Basic Materials
19.2K
New
$7.27 - $11.24 $140K - $216K
19.2K $216M
XLK
Technology Sector Spdr

ETFs
764
New
$250.97 - $282.66 $192K - $216K
764 $215M
CME
Cme Group Inc.

Financial Services
780
New
$258.83 - $287.1 $202K - $224K
780 $211M
FLCA
Franklin Templeton ETF Tr

ETFs
4.64K
New
$41.39 - $45.67 $192K - $212K
4.64K $211M
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
21.3K
New
$8.89 - $9.98 $189K - $212K
21.3K $210M
FUTU
Futu Holdings LTD

Financial Services
1.19K
New
$120.32 - $194.74 $143K - $231K
1.19K $207M
SCHO
Schwab Short Term Us Treasury

ETFs
8.4K
New
$24.23 - $24.42 $204K - $205K
8.4K $205M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
2.34K
New
$80.0 - $88.06 $188K - $206K
2.34K $204M
AMAT
Applied Materials Inc

Technology
280
+ 4.25%
$156.25 - $204.95 $43.8K - $57.4K
6.86K $1.41B
VIV
Telefonica Brasil S.A.

Communication Services
12.9K
+ 60.04%
$10.79 - $12.8 $140K - $166K
34.5K $440M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.73K
+ 37.0%
$46.69 - $59.27 $128K - $162K
10.1K $537M
CX
Cemex Sab De Cv

Basic Materials
19K
New
$7.1 - $9.55 $135K - $182K
19K $171M
KEP
Korea Electric Power Corp

Utilities
12.9K
New
$12.94 - $14.82 $167K - $192K
12.9K $169M
AMZN
Amazon Com Inc

Consumer Cyclical
701
+ 1.18%
$211.65 - $238.24 $148K - $167K
60.1K $13.2B
GRFS
Grifols Sa

Healthcare
15.4K
New
$8.87 - $10.85 $136K - $167K
15.4K $153M
CVS
Cvs Health Corp

Healthcare
1.47K
+ 24.22%
$58.75 - $76.5 $86.3K - $112K
7.53K $568M
DELL
Dell Technologies Inc.

Technology
491
+ 13.51%
$120.96 - $141.77 $59.4K - $69.6K
4.13K $585M
HPE
Hewlett Packard Enterprise CO

Technology
1.85K
+ 8.26%
$19.81 - $25.24 $36.6K - $46.6K
24.2K $594M
T
At&T Inc.

Communication Services
5.89K
+ 13.22%
$26.94 - $29.62 $159K - $175K
50.5K $1.42B
IEFA
Ishares Tr

ETFs
1.13K
+ 12.17%
$81.7 - $87.53 $92K - $98.6K
10.4K $906M
TM
Toyota Motor Corp

Consumer Cyclical
530
+ 40.68%
$167.86 - $202.79 $89K - $107K
1.83K $350M
SONY
Sony Group Corp

Technology
136
+ 0.37%
$23.92 - $30.07 $3.25K - $4.09K
36.5K $1.05B
PCAR
Paccar Inc

Industrials
359
+ 1.83%
$92.91 - $102.86 $33.4K - $36.9K
20K $1.96B
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
4.26K
+ 30.39%
$14.53 - $17.13 $61.9K - $73K
18.3K $306M
MCK
Mckesson Corp

Healthcare
32
+ 2.06%
$659.01 - $772.54 $21.1K - $24.7K
1.58K $1.22B
SRG
Seritage Growth Properties

Real Estate
17K
New
$2.85 - $4.49 $48.5K - $76.3K
17K $72.3M
Lazard Inc
762
+ 16.67%
N/A
5.33K $281M
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
HAS
Hasbro, Inc.

Consumer Cyclical
167
+ 4.28%
$73.92 - $81.85 $12.3K - $13.7K
4.07K $309M
SNOW
Snowflake Inc.

Technology
62
+ 2.16%
$191.73 - $241.0 $11.9K - $14.9K
2.94K $662M
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
10K
New
$0.87 - $1.79 $8.7K - $17.9K
10K $16.9M
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
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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