Beverly Hills Private Wealth, LLC Purchases in Q4 2024

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
4.08K
New
N/A
4.08K $4.18B
JPM
Jpmorgan Chase & CO

Financial Services
8.23K
+ 17.85%
$205.18 - $250.29 $1.69M - $2.06M
54.3K $13B
AAPL
Apple Inc.

Technology
331
+ 0.29%
$221.69 - $259.02 $73.4K - $85.7K
115K $28.9B
AMZN
Amazon Com Inc

Consumer Cyclical
666
+ 1.17%
$180.88 - $232.93 $120K - $155K
57.5K $12.6B
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
148K
+ 146.65%
$10.86 - $11.38 $1.61M - $1.68M
249K $2.79B
EDV
Vanguard Extended Duration Tre

ETFs
24.2K
New
$67.27 - $79.67 $1.63M - $1.93M
24.2K $1.64B
Global X Fds
13.7K
+ 121.63%
N/A
25K $2.5B
Smurfit Westrock PLC
20.6K
+ 37.01%
N/A
76.2K $4.1B
VGIT
Vanguard Intermediate Term Tre

ETFs
27.1K
+ 23.65%
$57.78 - $60.4 $1.57M - $1.64M
142K $8.22B
SCHW
Schwab Charles Corp

Financial Services
5.79K
+ 7.29%
$63.31 - $82.85 $367K - $480K
85.3K $6.31B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
21.7K
New
$49.79 - $51.14 $1.08M - $1.11M
21.7K $1.09B
GOOG
Alphabet Inc.

Communication Services
1.58K
+ 4.95%
$163.08 - $198.16 $257K - $312K
33.4K $6.36B
CBL
Cbl & Associates Properties Inc

Real Estate
20.7K
+ 21.15%
$24.95 - $31.75 $516K - $657K
119K $3.49B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.52K
+ 5.56%
$172.07 - $207.36 $261K - $315K
28.8K $5.69B
V
Visa Inc.

Financial Services
799
+ 5.7%
$273.87 - $320.91 $219K - $256K
14.8K $4.69B
KR
Kroger CO

Consumer Defensive
6.86K
+ 11.2%
$55.21 - $63.3 $379K - $434K
68.1K $4.16B
ET
Energy Transfer LP

Energy
1.31K
+ 0.78%
$16.05 - $19.86 $20.9K - $25.9K
169K $3.32B
Te Connectivity PLC
4.21K
+ 61.17%
N/A
11.1K $1.59B
T
At&T Inc.

Communication Services
21.8K
+ 102.93%
$21.22 - $23.88 $463K - $521K
43K $980M
SF
Stifel Financial Corp

Financial Services
1.39K
+ 4.61%
$93.4 - $117.72 $129K - $163K
31.4K $3.33B
ACI
Albertsons Companies, Inc.

Consumer Defensive
16.5K
+ 10.28%
$18.01 - $19.92 $297K - $328K
177K $3.47B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.5K
+ 5.76%
$442.29 - $483.08 $664K - $725K
27.6K $12.5B
IVV
Ishares Core S&P 500 ETF

ETFs
558
+ 8.02%
$570.51 - $610.59 $318K - $341K
7.51K $4.42B
NWS
News Corp New Cl B Com Stk (De

Communication Services
5.76K
+ 6.06%
$27.03 - $32.79 $156K - $189K
101K $3.07B
OPY
Oppenheimer Holdings Inc

Financial Services
866
+ 3.28%
$47.59 - $67.36 $41.2K - $58.3K
27.3K $1.75B
GNMA
Ishares Gnma Bond ETF

ETFs
11.5K
+ 19.58%
$42.8 - $44.74 $491K - $513K
70.1K $3.01B
Gsk PLC
14.3K
+ 94.57%
N/A
29.4K $994M
META
Meta Platforms, Inc.

Communication Services
356
+ 2.83%
$554.08 - $632.68 $197K - $225K
12.9K $7.58B
NI
Nisource Inc.

Utilities
9.03K
New
$33.74 - $38.25 $305K - $345K
9.03K $332M
GOOGL
Alphabet Inc.

Communication Services
287
+ 2.5%
$161.86 - $196.66 $46.5K - $56.4K
11.8K $2.23B
EPPRC
El Paso Enr Cp Tsti 4.75%
6.7K
+ 14.01%
N/A
54.6K $2.62B
HDV
Ishares Core High Dividend ETF

ETFs
2.72K
New
$110.82 - $121.28 $301K - $330K
2.72K $305M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
4.44K
New
$68.62 - $82.57 $305K - $367K
4.44K $305M
SIL
Global X Silver Miners ETF

ETFs
9.5K
New
$31.61 - $41.98 $300K - $399K
9.5K $302M
MCK
Mckesson Corp

Healthcare
199
+ 8.12%
$482.27 - $628.5 $96K - $125K
2.65K $1.51B
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.27K
+ 5.23%
$77.25 - $91.3 $98.4K - $116K
25.6K $2.19B
SE
Sea LTD

Consumer Cyclical
2.59K
New
$93.56 - $117.41 $242K - $304K
2.59K $274M
VRNA
Verona Pharma PLC

Healthcare
5.57K
New
$28.71 - $47.02 $160K - $262K
5.57K $258M
WTFC
Wintrust Financial Corp

Financial Services
2.07K
New
$104.15 - $138.5 $215K - $286K
2.07K $258M
KMI
Kinder Morgan, Inc.

Energy
8.97K
New
$22.59 - $28.54 $203K - $256K
8.97K $246M
AIV
Apartment Investment & Management CO

Real Estate
25K
+ 10.85%
$8.03 - $9.09 $201K - $227K
255K $2.32B
TSLA
Tesla, Inc.

Consumer Cyclical
586
New
$213.65 - $479.86 $125K - $281K
586 $237M
CB
Chubb LTD

Financial Services
836
New
$271.57 - $301.89 $227K - $252K
836 $231M
XLV
Select Sector Spdr Fund Health

ETFs
1.62K
New
$136.28 - $154.74 $220K - $250K
1.62K $222M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
9.66K
New
$16.43 - $22.77 $159K - $220K
9.66K $213M
Tortoise Capital Series Trus
10.3K
New
N/A
10.3K $207M
AER
Aer Cap Holdings N.V.

Industrials
1.95K
+ 11.66%
$91.85 - $100.3 $179K - $195K
18.6K $1.78B
SNOW
Snowflake Inc.

Technology
824
+ 44.44%
$109.65 - $186.51 $90.4K - $154K
2.68K $414M
INFY
Infosys LTD

Technology
8.59K
+ 52.01%
$20.71 - $23.42 $178K - $201K
25.1K $550M
Activity Summary
Buys All Purchases 133 New Holdings 22 Increased Positions 111 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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