Beverly Hills Private Wealth, LLC Portfolio Holdings

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q3 2024

Beverly Hills Private Wealth, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $495 Billion distributed in 1061 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.8B, Microsoft Corp with a value of $19.5B, Nvidia Corp with a value of $12.7B, Berkshire Hathaway Inc Class B with a value of $12B, and Amazon Com Inc with a value of $10.6B.

Examining the 13F form we can see an increase of $34.7B in the current position value, from $460B to 495B.

Beverly Hills Private Wealth, LLC is based out at Beverly Hills, CA

Below you can find more details about Beverly Hills Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $495 Billion
Technology: $103 Billion
Financial Services: $77.6 Billion
ETFs: $64.7 Billion
Healthcare: $43.1 Billion
Consumer Cyclical: $38.8 Billion
Consumer Defensive: $32.3 Billion
Industrials: $32.2 Billion
Communication Services: $30.6 Billion
Other: $53.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68T
$26.8 Billion 5.42% of portfolio
115,016
Q3 2024 Reduced 1.38%
$3.1T
$19.5 Billion 3.94% of portfolio
45,262
Q3 2024 Reduced 0.42%
$364B
$12.7 Billion 2.57% of portfolio
104,830
Q3 2024 Reduced 4.86%
$610B
$12 Billion 2.43% of portfolio
26,077
Q3 2024 Added 7.33%
$2.07T
$10.6 Billion 2.14% of portfolio
56,817
Q3 2024 Added 24.23%
$0
$10.4 Billion 2.09% of portfolio
175,566
Q3 2024 Added 35.53%
$706B
$9.72 Billion 1.96% of portfolio
46,090
Q3 2024 Added 2.9%
$202B
$8.12 Billion 1.64% of portfolio
66,865
Q3 2024 Added 0.19%
$0
$8.08 Billion 1.63% of portfolio
80,604
Q3 2024 Reduced 1.87%
$1.27T
$7.21 Billion 1.46% of portfolio
12,592
Q3 2024 Added 39.52%
$0
$6.92 Billion 1.4% of portfolio
114,563
Q3 2024 Added 111.06%
$0
$6.54 Billion 1.32% of portfolio
128,569
Q3 2024 Added 19.37%
$66.1B
$6.22 Billion 1.26% of portfolio
36,086
Q3 2024 Added 757.15%
$189B
$5.64 Billion 1.14% of portfolio
134,950
Q3 2024 Added 4.51%
$562B
$5.4 Billion 1.09% of portfolio
9,240
Q3 2024 Added 0.27%
$1.08T
$5.32 Billion 1.08% of portfolio
31,833
Q3 2024 Added 36.82%
$177B
$5.08 Billion 1.03% of portfolio
113,208
Q3 2024 Reduced 4.22%
$0
$4.91 Billion 0.99% of portfolio
104,020
Q3 2024 Reduced 13.47%
$96.9B
$4.86 Billion 0.98% of portfolio
9,338
Q3 2024 Added 25.46%
$977B
$4.74 Billion 0.96% of portfolio
27,285
Q3 2024 Added 11.65%
$163B
$4.63 Billion 0.93% of portfolio
17,081
Q3 2024 Reduced 15.4%
$219B
$4.57 Billion 0.92% of portfolio
26,865
Q3 2024 Added 23.7%
$400B
$4.24 Billion 0.86% of portfolio
26,166
Q3 2024 Reduced 6.72%
$177B
$4.07 Billion 0.82% of portfolio
19,683
Q3 2024 Reduced 15.73%
$0
$4.01 Billion 0.81% of portfolio
6,954
Q3 2024 Reduced 6.37%
$316B
$3.96 Billion 0.8% of portfolio
26,870
Q3 2024 Reduced 15.99%
$503B
$3.86 Billion 0.78% of portfolio
14,026
Q3 2024 Added 70.53%
$22.9B
$3.77 Billion 0.76% of portfolio
17,515
Q3 2024 Added 14.64%
$238B
$3.57 Billion 0.72% of portfolio
29,955
Q3 2024 Added 21.53%
$41.2B
$3.51 Billion 0.71% of portfolio
61,237
Q3 2024 Added 54.19%
$247B
$3.4 Billion 0.69% of portfolio
29,952
Q3 2024 Reduced 18.95%
$501B
$3.39 Billion 0.69% of portfolio
28,956
Q3 2024 Reduced 17.23%
$214B
$3.34 Billion 0.67% of portfolio
10,956
Q3 2024 Reduced 4.26%
$150B
$3.17 Billion 0.64% of portfolio
12,491
Q3 2024 Reduced 14.89%
$10.2B
$2.96 Billion 0.6% of portfolio
160,238
Q3 2024 Added 63.8%
$0
$2.98 Billion 0.6% of portfolio
137,663
Q3 2024 Added 28.75%
$297B
$2.85 Billion 0.58% of portfolio
14,442
Q3 2024 Reduced 9.45%
$236B
$2.83 Billion 0.57% of portfolio
53,120
Q3 2024 Reduced 16.56%
$115B
$2.83 Billion 0.57% of portfolio
29,028
Q3 2024 Reduced 17.4%
$72.7B
$2.81 Billion 0.57% of portfolio
9,425
Q3 2024 Reduced 19.86%
$12.1B
$2.82 Billion 0.57% of portfolio
30,032
Q3 2024 Added 51.76%
$237B
$2.84 Billion 0.57% of portfolio
35,169
Q3 2024 Reduced 12.54%
$422B
$2.76 Billion 0.56% of portfolio
4
Q1 2024 Added 33.33%
Smurfit Westrock PLC
-
$2.75 Billion 0.56% of portfolio
-
Q3 2024 New
Linde PLC
-
$2.76 Billion 0.56% of portfolio
-
Q3 2024 Reduced 15.91%
$56.4B
$2.7 Billion 0.54% of portfolio
167,951
Q3 2024 Added 0.46%
$6.18B
$2.66 Billion 0.54% of portfolio
95,038
Q3 2024 Added 48.8%
$55.7B
$2.63 Billion 0.53% of portfolio
71,267
Q3 2024 Added 57.25%
$0
$2.63 Billion 0.53% of portfolio
58,611
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,061
  • Current Value $495 Billion
  • Prior Value $460 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 210 stocks
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