Beverly Hills Private Wealth, LLC Portfolio Holdings

Beverly Hills Private Wealth, LLC

  • $433 Billion
  • Q1 2024

Beverly Hills Private Wealth, LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $433 Billion distributed in 1075 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.2B, Microsoft Corp with a value of $19.4B, Nvidia Corp with a value of $10.5B, Berkshire Hathaway Inc Class B with a value of $9.45B, and Jpmorgan Chase & CO with a value of $8.32B.

Examining the 13F form we can see an increase of $50B in the current position value, from $383B to 433B.

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 $433 Billion
Technology: $92.7 Billion
Financial Services: $68.1 Billion
ETFs: $51.2 Billion
Healthcare: $40.5 Billion
Industrials: $35.2 Billion
Consumer Cyclical: $34.2 Billion
Consumer Defensive: $24.9 Billion
Energy: $22.9 Billion
Other: $49.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.56T
$20.2 Billion 4.66% of portfolio
117,595
Q1 2024 Reduced 5.02%
$3.43T
$19.4 Billion 4.47% of portfolio
46,012
Q1 2024 Added 4.77%
$320B
$10.5 Billion 2.42% of portfolio
11,579
Q1 2024 Reduced 7.52%
$528B
$9.45 Billion 2.18% of portfolio
22,472
Q1 2024 Added 6.76%
$612B
$8.32 Billion 1.92% of portfolio
41,530
Q1 2024 Added 1.9%
$2.01T
$7.34 Billion 1.69% of portfolio
40,685
Q1 2024 Added 7.74%
$0
$7.07 Billion 1.63% of portfolio
70,053
Q1 2024 Added 15.08%
$700B
$6.09 Billion 1.41% of portfolio
4,595
Q1 2024 Reduced 14.58%
$0
$5.89 Billion 1.36% of portfolio
116,148
Q1 2024 Added 88.77%
$132B
$5.31 Billion 1.23% of portfolio
20,845
Q1 2024 Reduced 7.96%
$319B
$5.21 Billion 1.2% of portfolio
39,506
Q1 2024 Added 0.58%
$307B
$5.15 Billion 1.19% of portfolio
32,650
Q1 2024 Reduced 5.56%
$0
$5.07 Billion 1.17% of portfolio
87,387
Q1 2024 Added 100.39%
$157B
$5.01 Billion 1.16% of portfolio
54,693
Q1 2024 Reduced 5.18%
$168B
$4.98 Billion 1.15% of portfolio
114,776
Q1 2024 Added 6.1%
$135B
$5 Billion 1.15% of portfolio
69,095
Q1 2024 Added 1.72%
$0
$4.98 Billion 1.15% of portfolio
109,271
Q1 2024 New
$381B
$4.49 Billion 1.04% of portfolio
28,370
Q1 2024 Added 3.3%
$458B
$4.28 Billion 0.99% of portfolio
8,658
Q1 2024 Added 2.64%
$0
$4.1 Billion 0.95% of portfolio
7,804
Q1 2024 Reduced 17.15%
$119B
$3.94 Billion 0.91% of portfolio
4,723
Q1 2024 Added 0.28%
$173B
$3.93 Billion 0.91% of portfolio
93,589
Q1 2024 Added 46.71%
$478B
$3.86 Billion 0.89% of portfolio
33,199
Q1 2024 Added 19.54%
$1.15T
$3.59 Billion 0.83% of portfolio
7,403
Q1 2024 Added 32.01%
Linde PLC
-
$3.54 Billion 0.82% of portfolio
-
Q1 2024 Reduced 6.46%
$184B
$3.37 Billion 0.78% of portfolio
11,954
Q1 2024 Added 1.57%
$87.5B
$3.33 Billion 0.77% of portfolio
36,462
Q1 2024 Added 28.28%
$193B
$3.31 Billion 0.76% of portfolio
66,277
Q1 2024 Reduced 6.82%
$127B
$3.16 Billion 0.73% of portfolio
6,097
Q1 2024 Added 32.92%
$224B
$3.14 Billion 0.73% of portfolio
17,951
Q1 2024 Added 14.19%
$290B
$3.08 Billion 0.71% of portfolio
16,935
Q1 2024 Reduced 6.99%
$123B
$3.04 Billion 0.7% of portfolio
14,676
Q1 2024 Reduced 7.21%
$50.1B
$2.93 Billion 0.68% of portfolio
11,492
Q1 2024 Reduced 7.32%
$67.3B
$2.93 Billion 0.68% of portfolio
6,123
Q1 2024 Added 30.39%
$1.14T
$2.79 Billion 0.65% of portfolio
18,351
Q1 2024 Added 28.07%
$56.1B
$2.77 Billion 0.64% of portfolio
11,432
Q1 2024 Added 12.56%
$64.4B
$2.77 Billion 0.64% of portfolio
7,813
Q1 2024 Reduced 7.33%
$127B
$2.78 Billion 0.64% of portfolio
8,884
Q1 2024 Reduced 18.62%
$35.9B
$2.63 Billion 0.61% of portfolio
34,082
Q1 2024 Reduced 6.89%
$50.4B
$2.62 Billion 0.61% of portfolio
166,702
Q1 2024 Added 0.31%
$313B
$2.64 Billion 0.61% of portfolio
20,565
Q1 2024 Added 28.82%
$367B
$2.54 Billion 0.59% of portfolio
4
Q1 2024 Added 33.33%
$185B
$2.56 Billion 0.59% of portfolio
42,567
Q1 2024 Added 167.92%
$946B
$2.51 Billion 0.58% of portfolio
18,439
Q1 2024 Added 100.86%
$193B
$2.52 Billion 0.58% of portfolio
7,259
Q1 2024 Reduced 7.04%
$46.1B
$2.49 Billion 0.58% of portfolio
33,570
Q1 2024 Added 1.86%
$0
$2.51 Billion 0.58% of portfolio
250,344
Q1 2024 Added 2.24%
$16.8B
$2.42 Billion 0.56% of portfolio
12,734
Q1 2024 Added 23.55%
$98.9B
$2.41 Billion 0.56% of portfolio
16,246
Q1 2024 Reduced 5.27%

Summary

  • Portfolio
  • No. of Stocks 1,075
  • Current Value $433 Billion
  • Prior Value $383 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 46 stocks
  • Additional Purchases 141 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 159 stocks
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