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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-96
- 5.7%
$136.48 - $142.97 $13.1K - $13.7K
1.59K $222M
CBT
Cabot Corp

Basic Materials
-95
- 2.67%
$72.0 - $82.94 $6.84K - $7.88K
3.46K $263M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-616
- 11.74%
$71.11 - $81.68 $43.8K - $50.3K
4.63K $370M
SHW
Sherwin Williams CO

Basic Materials
-9
- 1.51%
$330.88 - $375.23 $2.98K - $3.38K
588 $204M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-598
- 7.97%
$54.35 - $59.32 $32.5K - $35.5K
6.91K $409M
HOLX
Hologic Inc

Healthcare
-160
- 3.27%
$63.26 - $68.98 $10.1K - $11K
4.74K $320M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-91
- 0.8%
$41.19 - $43.7 $3.75K - $3.98K
11.3K $482M
EWBC
East West Bancorp Inc

Financial Services
-88
- 3.35%
$97.41 - $109.7 $8.57K - $9.65K
2.54K $271M
OFC
Corporate Office Properties Trust

Real Estate
-215
- 2.81%
N/A
7.45K $216M
MET
Metlife Inc

Financial Services
-90
- 1.38%
$73.82 - $82.37 $6.64K - $7.41K
6.44K $531M
PBA
Pembina Pipeline Corp

Energy
-256
- 4.66%
$35.5 - $40.58 $9.09K - $10.4K
5.24K $212M
CINF
Cincinnati Financial Corp

Financial Services
-512
- 5.36%
$145.8 - $158.1 $74.6K - $80.9K
9.03K $1.43B
AROC
Archrock, Inc.

Energy
-1.2K
- 4.61%
$22.0 - $26.51 $26.3K - $31.7K
24.8K $652M
FTS
Fortis Inc.

Utilities
-314
- 4.07%
$46.83 - $50.85 $14.7K - $16K
7.39K $375M
NVS
Novartis Ag

Healthcare
-421
- 4.92%
$113.5 - $129.73 $47.8K - $54.6K
8.14K $1.04B
WTFC
Wintrust Financial Corp

Financial Services
-72
- 3.43%
$122.55 - $139.81 $8.82K - $10.1K
2.03K $269M
SE
Sea LTD

Consumer Cyclical
-214
- 8.54%
$146.23 - $196.5 $31.3K - $42.1K
2.29K $409M
Greenfire Res LTD New
-571
- 0.71%
N/A
79.3K $367M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-987
- 1.05%
$45.72 - $47.27 $45.1K - $46.7K
93.4K $4.39B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-34
- 0.44%
$64.17 - $68.19 $2.18K - $2.32K
7.74K $527M
O
Realty Income Corp

Real Estate
-24
- 0.54%
$56.13 - $60.79 $1.35K - $1.46K
4.42K $269M
OMC
Omnicom Group Inc.

Communication Services
-208
- 6.59%
$70.41 - $81.53 $14.6K - $17K
2.95K $241M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-3.43K
- 16.71%
$14.73 - $19.31 $50.5K - $66.2K
17.1K $329M
WBS
Webster Financial Corp

Financial Services
-201
- 3.79%
$55.19 - $62.92 $11.1K - $12.6K
5.11K $304M
MRK
Merck & Co., Inc.

Healthcare
-170
- 2.89%
$77.6 - $87.37 $13.2K - $14.9K
5.72K $480M
GD
General Dynamics Corp

Industrials
-125
- 10.91%
$293.92 - $341.0 $36.7K - $42.6K
1.02K $348M
DUK
Duke Energy Corp

Utilities
-13
- 0.46%
$116.31 - $125.93 $1.51K - $1.64K
2.84K $352M
LYG
Lloyds Banking Group PLC

Financial Services
-380
- 0.64%
$4.03 - $4.63 $1.53K - $1.76K
59.1K $268M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-70
- 7.46%
$241.95 - $303.82 $16.9K - $21.3K
868 $243M
RTX
Raytheon Technologies Corp

Industrials
-704
- 11.1%
$144.19 - $167.33 $102K - $118K
5.64K $943M
ETN
Eaton Corp PLC

Industrials
-205
- 3.7%
$342.99 - $392.76 $70.3K - $80.5K
5.33K $2B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-1.91K
- 8.55%
$13.29 - $16.05 $25.3K - $30.6K
20.4K $325M
AVEM
American Centy ETF Tr Avantis

ETFs
-91
- 2.29%
$68.33 - $75.41 $6.22K - $6.86K
3.89K $292M
TRV
Travelers Companies, Inc.

Financial Services
-1
- 0.06%
$250.62 - $279.43 $251 - $279
1.74K $485M
BXP
Boston Properties Inc

Real Estate
-105
- 2.58%
$62.11 - $78.93 $6.52K - $8.29K
3.96K $295M
HXL
Hexcel Corp

Industrials
-138
- 2.86%
$57.15 - $64.88 $7.89K - $8.95K
4.68K $293M
MDT
Medtronic PLC

Healthcare
-169
- 3.53%
$87.67 - $95.74 $14.8K - $16.2K
4.61K $439M
FCFS
First Cash Holdings, Inc.

Financial Services
-244
- 9.16%
$120.08 - $158.42 $29.3K - $38.7K
2.42K $384M
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
-4.45K
- 1.42%
$11.18 - $11.38 $49.7K - $50.6K
309K $3.53B
MSM
Msc Industrial Direct CO Inc

Industrials
-7
- 0.2%
$84.9 - $92.9 $594 - $650
3.57K $329M
AEP
American Electric Power CO Inc

Utilities
-51
- 1.39%
$103.26 - $115.0 $5.27K - $5.87K
3.61K $406M
NTAP
Net App, Inc.

Technology
-20
- 0.79%
$101.1 - $126.36 $2.02K - $2.53K
2.51K $297M
AOS
Smith A O Corp

Industrials
-165
- 3.11%
$67.24 - $74.3 $11.1K - $12.3K
5.15K $378M
BMO
Bank Of Montreal

Financial Services
-317
- 8.72%
$110.44 - $130.66 $35K - $41.4K
3.32K $432M
AZN
Astrazeneca PLC

Healthcare
-147
- 2.41%
$68.72 - $82.11 $10.1K - $12.1K
5.94K $456M
TRP
Tc Energy Corp

Energy
-398
- 4.19%
$46.58 - $54.41 $18.5K - $21.7K
9.11K $496M
GE
General Electric CO

Industrials
-133
- 7.94%
$244.75 - $305.63 $32.6K - $40.6K
1.54K $464M
ERJ
Embraer S.A.

Industrials
-1.04K
- 3.83%
$47.39 - $61.02 $49.3K - $63.5K
26.2K $1.58B
HMY
Harmony Gold Mining CO LTD

Basic Materials
-3.08K
- 14.28%
$12.61 - $18.25 $38.9K - $56.3K
18.5K $336M
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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