Richard Bernstein Advisors LLC Sells in Q3 2025

Richard Bernstein Advisors LLC

  • $3.47 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SRE
Sempra Energy

Utilities
-17.2K
- 51.26%
$74.14 - $89.98 $1.27M - $1.54M
16.3K $1.47M
CVX
Chevron Corp

Energy
-8.95K
- 33.18%
$145.57 - $161.83 $1.3M - $1.45M
18K $2.8M
O
Realty Income Corp

Real Estate
-18K
- 55.68%
$56.13 - $60.79 $1.01M - $1.1M
14.4K $873K
MRVL
Marvell Technology, Inc.

Technology
-13.8K
- 44.31%
$62.31 - $84.07 $857K - $1.16M
17.3K $1.45M
FDX
Fedex Corp

Industrials
-3.97K
- 52.71%
$217.1 - $243.2 $861K - $965K
3.56K $839K
XOM
Exxon Mobil Corp

Energy
-9.01K
- 27.46%
$105.83 - $117.22 $954K - $1.06M
23.8K $2.68M
PGR
Progressive Corp

Financial Services
-2.53K
- 27.97%
$238.61 - $264.3 $603K - $668K
6.51K $1.61M
HPQ
Hp Inc

Technology
-36.3K
- 51.26%
$24.45 - $29.35 $888K - $1.07M
34.6K $940K
GFS
Globalfoundries Inc.

Technology
-19.3K
- 47.65%
$31.62 - $41.66 $611K - $805K
21.2K $760K
GLW
Corning Inc

Technology
-28.2K
- 51.36%
$51.6 - $82.03 $1.46M - $2.31M
26.7K $2.19M
AOR
Ishares Tr Core Growth Allocat

ETFs
-6.6K
- 66.6%
$60.99 - $64.39 $403K - $425K
3.31K $213K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-36K
- 3.34%
$136.48 - $142.97 $4.91M - $5.14M
1.04M $146M
WDC
Western Digital Corp

Technology
-21.1K
- 53.78%
$63.84 - $120.06 $1.35M - $2.54M
18.2K $2.18M
IXJ
Ishares Global Healthcare ETF

ETFs
-40.8K
- 3.02%
$82.73 - $89.14 $3.37M - $3.63M
1.31M $116M
ACWI
Ishares Msci Acwi ETF

ETFs
-424
- 63.47%
$128.32 - $138.41 $54.4K - $58.7K
244 $33K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.69K
- 23.54%
$42.26 - $47.16 $71.3K - $79.6K
5.48K $253K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-480
- 20.63%
$57.5 - $61.94 $27.6K - $29.7K
1.85K $114K
VT
Vanguard Total World Stk Index

ETFs
-450
- 9.93%
$128.41 - $138.03 $57.8K - $62.1K
4.08K $562K
KXI
Ishares Tr Global Consumer Sta

ETFs
-72
- 8.96%
$63.76 - $67.46 $4.59K - $4.86K
732 $47K
EAOR
Ishares Esg Aware Growth Alloc

Technology
-312
- 6.88%
$33.06 - $35.0 $10.3K - $10.9K
4.22K $147K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-37
- 12.63%
$59.11 - $67.35 $2.19K - $2.49K
256 $16K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-107
- 26.35%
$19.15 - $20.2 $2.05K - $2.16K
299 $5K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-11
- 73.33%
$91.44 - $91.77 $1.01K - $1.01K
4 $0
XLK
Technology Sector Spdr

ETFs
-11
- 13.58%
$250.97 - $282.66 $2.76K - $3.11K
70 $19K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-80
- 3.45%
$75.26 - $80.19 $6.02K - $6.42K
2.24K $178K
Kenvue Inc
-134K
- 55.08%
N/A
109K $0
AOM
Ishares Tr Core Moderate Alloc

ETFs
-4
- 7.02%
$45.4 - $47.61 $182 - $190
53 $2K
Ge Healthcare Technologies I
-34.3K
- 54.31%
N/A
28.8K $0
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-10
- 3.46%
$50.53 - $50.82 $505 - $508
279 $14K
Ralliant Corp
-9.21K
- 48.18%
N/A
9.91K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-118
- 1.07%
N/A
10.9K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-26
- 3.15%
N/A
800 $0
Arista Networks Inc
-18K
- 54.38%
N/A
15.1K $0
Linde PLC
-5.02K
- 54.08%
N/A
4.26K $0
Atlassian Corporation
-7.77K
- 58.19%
N/A
5.58K $0
UHALB
Amerco Com Ser N
-31.3K
- 62.71%
N/A
18.6K $0
Ge Vernova Inc
-4.22K
- 50.95%
N/A
4.07K $0
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-4
- 0.64%
$80.0 - $88.06 $320 - $352
618 $53K
GLDM
World Gold Trust

ETFs
-864
- 4.08%
$64.73 - $76.45 $55.9K - $66.1K
20.3K $1.55M
ITA
Ishares Tr

ETFs
-1.1K
- 4.19%
$184.73 - $209.26 $202K - $229K
25.1K $5.25M
XLU
Utilities Sector Spdr

ETFs
-15.5K
- 2.78%
$81.14 - $87.32 $1.26M - $1.36M
542K $47.3M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-14K
- 2.77%
$93.41 - $104.11 $1.31M - $1.46M
492K $50.6M
XLC
Select Sector Spdr Tr Communic

ETFs
-27.2K
- 3.83%
$105.99 - $119.41 $2.89M - $3.25M
684K $80.9M
VTV
Vanguard Value ETF

ETFs
-55.3K
- 3.16%
$175.51 - $186.57 $9.71M - $10.3M
1.69M $316M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-64.2K
- 2.22%
$62.54 - $68.42 $4.01M - $4.39M
2.83M $191M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-44.3K
- 3.15%
$195.29 - $223.85 $8.65M - $9.91M
1.36M $303M
Activity Summary
Buys All Purchases 5 New Holdings 1 Increased Positions 4 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 0 Puts 0
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