Beverly Hills Private Wealth, LLC Incresed Positions in Q2 2024

Beverly Hills Private Wealth, LLC

  • $460 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
Kimco Rlty Corp
4.26K
+ 26.94%
N/A
20.1K $1.1B
HPE
Hewlett Packard Enterprise CO

Technology
7.45K
+ 59.34%
$16.44 - $21.84 $122K - $163K
20K $423M
KB
Kb Financial Group Inc.

Financial Services
2.84K
+ 54.73%
$45.69 - $59.7 $130K - $169K
8.02K $454M
EFG
Msci Eafe Growth ETF

ETFs
1.76K
+ 46.96%
$97.17 - $106.25 $171K - $187K
5.51K $563M
XOM
Exxon Mobil Corp

Energy
1.78K
+ 5.37%
$108.36 - $122.2 $193K - $218K
35K $4.03B
SONY
Sony Group Corp

Technology
1.77K
+ 64.97%
$75.37 - $87.23 $133K - $154K
4.5K $382M
MAR
Marriott International Inc

Consumer Cyclical
663
+ 55.11%
$228.38 - $258.55 $151K - $171K
1.87K $451M
MBB
Ishares Tr

ETFs
1.66K
+ 17.76%
$89.41 - $92.64 $149K - $154K
11K $1.01B
CRM
Salesforce, Inc.

Technology
726
+ 74.85%
$218.01 - $304.74 $158K - $221K
1.7K $436M
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 1.87%
$704.88 - $870.75 $14.1K - $17.4K
1.09K $929M
ERJ
Embraer S.A.

Industrials
5.63K
+ 22.87%
$23.79 - $30.93 $134K - $174K
30.2K $780M
FQAL
Fidelity Covington Tr Quality

ETFs
1.48K
+ 16.48%
$55.59 - $62.08 $82.4K - $92.1K
10.5K $643M
ET
Energy Transfer LP

Energy
488
+ 0.29%
$15.1 - $16.25 $7.37K - $7.93K
167K $2.71B
FTS
Fortis Inc.

Utilities
2.35K
+ 28.08%
$37.14 - $41.1 $87.1K - $96.4K
10.7K $415M
IRM
Iron Mountain Inc

Real Estate
176
+ 2.38%
$74.42 - $89.62 $13.1K - $15.8K
7.57K $678M
NTAP
Net App, Inc.

Technology
78
+ 2.51%
$97.91 - $129.03 $7.64K - $10.1K
3.19K $411M
CMCSA
Comcast Corp

Communication Services
14.4K
+ 12.5%
$36.9 - $42.28 $530K - $607K
129K $5.06B
DEO
Diageo PLC

Consumer Defensive
3.22K
+ 21.94%
$126.08 - $149.08 $405K - $479K
17.9K $2.25B
BMA
Macro Bank Inc.

Financial Services
323
+ 6.23%
$47.16 - $66.9 $15.2K - $21.6K
5.51K $316M
GGAL
Grupo Financiero Galicia Sa

Financial Services
452
+ 5.16%
$24.92 - $37.28 $11.3K - $16.9K
9.21K $282M
SHEL
Shell PLC

Energy
88
+ 0.9%
$67.92 - $74.17 $5.98K - $6.53K
9.86K $712M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
5.88K
+ 35.27%
$41.87 - $52.98 $246K - $311K
22.5K $943M
TNP
Tsakos Energy Navigation LTD

Energy
551
+ 6.24%
$24.53 - $31.38 $13.5K - $17.3K
9.39K $275M
IEFA
Ishares Tr

ETFs
778
+ 9.6%
$70.77 - $76.19 $55.1K - $59.3K
8.88K $645M
INTU
Intuit Inc

Technology
44
+ 2.75%
$562.97 - $670.27 $24.8K - $29.5K
1.64K $1.08B
HMY
Harmony Gold Mining CO LTD

Basic Materials
1.38K
+ 5.0%
$8.09 - $10.23 $11.1K - $14.1K
28.9K $265M
NFLX
Netflix Inc

Communication Services
11
+ 2.53%
$550.64 - $686.12 $6.06K - $7.55K
445 $300M
PBA
Pembina Pipeline Corp

Energy
635
+ 9.92%
$34.14 - $37.35 $21.7K - $23.7K
7.04K $261M
PCAR
Paccar Inc

Industrials
2.35K
+ 23.55%
$102.94 - $123.1 $242K - $289K
12.3K $1.27B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.41K
+ 4.84%
$9.68 - $10.84 $13.7K - $15.3K
30.7K $331M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
108
+ 0.59%
$11.1 - $13.41 $1.2K - $1.45K
18.5K $248M
YPF
Ypf Sociedad Anonima

Energy
1.19K
+ 6.24%
$19.07 - $24.46 $22.6K - $29K
20.2K $406M
RELX
Relx PLC

Communication Services
196
+ 2.74%
$41.07 - $46.15 $8.05K - $9.05K
7.34K $337M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
556
+ 6.76%
$55.42 - $60.55 $30.8K - $33.7K
8.78K $500M
ASX
Ase Technology Holding Co., Ltd.

Technology
1.13K
+ 5.36%
$9.91 - $11.94 $11.2K - $13.5K
22.2K $253M
NXPI
Nxp Semiconductors N.V.

Technology
11
+ 1.29%
$215.12 - $282.99 $2.37K - $3.11K
864 $233M
MWA
Mueller Water Products, Inc.

Industrials
34
+ 0.34%
$15.15 - $19.27 $515 - $655
10.2K $182M
ING
Ing Groep Nv

Financial Services
602
+ 4.7%
$15.64 - $18.03 $9.42K - $10.9K
13.4K $230M
GVA
Granite Construction Inc

Industrials
8
+ 0.23%
$53.44 - $64.02 $428 - $512
3.54K $220M
SPY
Spdr S&P 500 ETF Trust

ETFs
9
+ 2.06%
$495.16 - $548.49 $4.46K - $4.94K
446 $243M
PGR
Progressive Corp

Financial Services
1
+ 0.01%
$202.26 - $215.9 $202 - $216
14.7K $3.05B
PAM
Pampa Energy Inc.

Utilities
133
+ 2.72%
$41.74 - $50.21 $5.55K - $6.68K
5.03K $222M
O
Realty Income Corp

Real Estate
345
+ 6.28%
$50.8 - $55.45 $17.5K - $19.1K
5.84K $308M
KEY
Keycorp

Financial Services
2.69K
+ 13.67%
$13.36 - $15.57 $35.9K - $41.8K
22.3K $317M
BHR
Braemar Hotels & Resorts Inc.

Real Estate
211
+ 2.03%
$1.96 - $3.08 $414 - $650
10.6K $27.1M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
255
+ 2.54%
$10.55 - $11.87 $2.69K - $3.03K
10.3K $120M
Cenovus Energy Inc
245
+ 0.99%
N/A
24.9K $370M
ROST
Ross Stores, Inc.

Consumer Cyclical
4
+ 0.2%
$127.68 - $150.38 $511 - $602
2.02K $293M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.63K
+ 5.7%
$12.6 - $13.67 $20.5K - $22.2K
30.1K $390M
Activity Summary
Buys All Purchases 134 New Holdings 16 Increased Positions 118 Sells All Sells 198 Reductions 198 Sold out 0 Options Calls 1 Puts 0
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