Beverly Hills Private Wealth, LLC Incresed Positions in Q4 2024

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
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
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
AIV
Apartment Investment & Management CO

Real Estate
25K
+ 10.85%
$8.03 - $9.09 $201K - $227K
255K $2.32B
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
DELL
Dell Technologies Inc.

Technology
1.65K
+ 47.75%
$111.96 - $144.21 $185K - $238K
5.11K $589M
MCD
Mcdonalds Corp

Consumer Cyclical
1.16K
+ 10.58%
$288.47 - $316.54 $334K - $367K
12.1K $3.51B
BMO
Bank Of Montreal

Financial Services
1.64K
+ 71.88%
$89.75 - $103.39 $147K - $169K
3.91K $380M
ENVX
Enovix Corp

Industrials
8.7K
+ 16.97%
$8.03 - $12.81 $69.9K - $111K
60K $652M
MAR
Marriott International Inc

Consumer Cyclical
277
+ 9.03%
$246.06 - $292.59 $68.2K - $81K
3.34K $932M
ETR
Entergy Corp

Utilities
3.58K
+ 179.28%
$73.19 - $156.4 $262K - $560K
5.58K $423M
HPE
Hewlett Packard Enterprise CO

Technology
6.63K
+ 39.48%
$19.31 - $23.95 $128K - $159K
23.4K $500M
QQQ
Invesco Qqq Trust, Series 1

ETFs
265
+ 36.35%
$481.22 - $538.17 $128K - $143K
994 $508M
IBB
Ishares Biotechnology ETF

ETFs
1.32K
+ 79.79%
$131.21 - $148.85 $173K - $196K
2.97K $393M
SONY
Sony Group Corp

Technology
31.9K
+ 440.68%
$17.53 - $96.8 $559K - $3.09M
39.1K $828M
MPLX
Mplx LP

Energy
2.34K
+ 51.85%
$43.77 - $51.66 $102K - $121K
6.84K $327M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3.87K
+ 51.22%
$42.32 - $55.35 $164K - $214K
11.4K $488M
BK
Bank Of New York Mellon Corp

Financial Services
260
+ 1.45%
$70.82 - $81.87 $18.4K - $21.3K
18.2K $1.4B
UBS
Ubs Group Ag

Financial Services
4.08K
+ 11.31%
$29.78 - $33.08 $121K - $135K
40.1K $1.22B
ERJ
Embraer S.A.

Industrials
1.17K
+ 3.32%
$32.46 - $40.0 $37.8K - $46.6K
36.3K $1.33B
RSP
Invesco S&P 500 Equal Weight E

ETFs
490
+ 23.63%
$174.22 - $187.62 $85.4K - $91.9K
2.56K $449M
APH
Amphenol Corp

Technology
203
+ 1.37%
$62.07 - $75.35 $12.6K - $15.3K
15.1K $1.05B
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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