Beverly Hills Private Wealth, LLC New Holdings in Q3 2024

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Smurfit Westrock PLC
55.6K
New
N/A
55.6K $2.75B
GNMA
Ishares Gnma Bond ETF

ETFs
58.6K
New
$42.68 - $45.25 $2.5M - $2.65M
58.6K $2.63B
Vanguard Calif Tax Free Fds
10.3K
New
N/A
10.3K $1.04B
Te Connectivity PLC
6.89K
New
N/A
6.89K $1.04B
APH
Amphenol Corp

Technology
14.8K
New
$58.39 - $70.41 $867K - $1.05M
14.8K $968M
IHTA
Invesco High Income 2024 Target Term Fund

N/A
105K
New
$7.3 - $7.6 $765K - $797K
105K $797M
MIDD
Middleby Corp

Industrials
3.05K
New
$119.13 - $144.82 $363K - $441K
3.05K $424M
WEX
Wex Inc.

Technology
1.93K
New
$168.01 - $209.77 $323K - $404K
1.93K $404M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
7.55K
New
$41.22 - $51.19 $311K - $386K
7.55K $369M
EPRPRE
Epr Pptys Pfd Conv Ser E 9.00%
9.89K
New
N/A
9.89K $303M
ADP
Automatic Data Processing Inc

Industrials
859
New
$233.44 - $279.45 $201K - $240K
859 $238M
FOUR
Shift4 Payments, Inc.

Technology
2.67K
New
$61.26 - $88.65 $164K - $237K
2.67K $236M
SHW
Sherwin Williams CO

Basic Materials
605
New
$294.65 - $384.0 $178K - $232K
605 $231M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.92K
New
$111.59 - $129.08 $214K - $248K
1.92K $228M
QFIN
360 Digi Tech, Inc.

Financial Services
7.03K
New
$18.93 - $29.81 $133K - $210K
7.03K $210M
NKE
Nike, Inc.

Consumer Cyclical
2.3K
New
$71.09 - $89.44 $164K - $206K
2.3K $204M
FLJP
Franklin Templeton ETF Tr

ETFs
6.69K
New
$26.79 - $31.0 $179K - $207K
6.69K $204M
BCS
Barclays PLC

Financial Services
15.9K
New
$10.59 - $12.45 $168K - $198K
15.9K $193M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
27.2K
New
$3.37 - $3.37 $91.7K - $91.7K
27.2K $124M
JMIA
Jumia Technologies Ag

Consumer Cyclical
12.7K
New
$4.16 - $14.56 $52.9K - $185K
12.7K $67.9M
Activity Summary
Buys All Purchases 115 New Holdings 21 Increased Positions 94 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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