Beverly Hills Private Wealth, LLC Reduced Holdings in Q4 2024

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
-7.18K
- 19.67%
$39.22 - $47.77 $281K - $343K
29.3K $1.29B
RDNT
Rad Net, Inc.

Healthcare
-2.3K
- 32.86%
$64.99 - $86.38 $149K - $199K
4.7K $328M
AON
Aon PLC

Financial Services
-539
- 17.59%
$344.14 - $393.31 $185K - $212K
2.53K $907M
UL
Unilever PLC

Consumer Defensive
-1.13K
- 10.61%
$56.7 - $64.64 $63.8K - $72.7K
9.48K $537M
CRUS
Cirrus Logic, Inc.

Technology
-552
- 14.27%
$99.58 - $125.3 $55K - $69.2K
3.32K $330M
FIS
Fidelity National Information Services, Inc.

Technology
-802
- 3.01%
$80.14 - $90.95 $64.3K - $72.9K
25.9K $2.09B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.79K
- 38.78%
$50.67 - $50.9 $142K - $142K
4.41K $224M
APD
Air Products & Chemicals, Inc.

Basic Materials
-242
- 2.57%
$285.5 - $335.62 $69.1K - $81.2K
9.18K $2.66B
UNP
Union Pacific Corp

Industrials
-220
- 4.5%
$223.15 - $249.32 $49.1K - $54.9K
4.67K $1.06B
TT
Trane Technologies PLC

Industrials
-141
- 3.39%
$369.35 - $419.14 $52.1K - $59.1K
4.02K $1.49B
CBT
Cabot Corp

Basic Materials
-427
- 10.14%
$90.64 - $117.0 $38.7K - $50K
3.78K $345M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-177
- 2.33%
$209.89 - $233.24 $37.2K - $41.3K
7.41K $1.57B
WEC
Wec Energy Group, Inc.

Utilities
-813
- 4.48%
$92.94 - $101.82 $75.6K - $82.8K
17.3K $1.63B
HOLX
Hologic Inc

Healthcare
-832
- 14.28%
$70.76 - $83.72 $58.9K - $69.7K
4.99K $360M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-2.03K
- 26.16%
$59.58 - $67.31 $121K - $137K
5.73K $362M
FQAL
Fidelity Covington Tr Quality

ETFs
-1.79K
- 24.51%
$64.43 - $68.47 $115K - $122K
5.51K $361M
EPD
Enterprise Products Partners L.P.

Energy
-5.97K
- 17.83%
$28.66 - $34.43 $171K - $206K
27.5K $863M
EMN
Eastman Chemical CO

Basic Materials
-416
- 11.63%
$90.03 - $110.64 $37.5K - $46K
3.16K $289M
ARW
Arrow Electronics Inc

Technology
-438
- 14.72%
$112.44 - $137.23 $49.2K - $60.1K
2.54K $287M
AKAM
Akamai Technologies Inc

Technology
-900
- 24.99%
N/A
2.7K $258M
MBB
Ishares Tr

ETFs
-883
- 15.44%
$91.26 - $95.82 $80.6K - $84.6K
4.84K $443M
AMCR
Amcor PLC

Consumer Cyclical
-4.16K
- 13.15%
$9.34 - $11.37 $38.9K - $47.3K
27.5K $259M
WEX
Wex Inc.

Technology
-183
- 9.51%
$167.45 - $216.67 $30.6K - $39.7K
1.74K $305M
SBAC
Sba Communications Corp

Real Estate
-203
- 13.63%
$198.24 - $249.31 $40.2K - $50.6K
1.29K $262M
ARCC
Ares Capital Corp

Financial Services
-7.05K
- 11.51%
$20.74 - $22.27 $146K - $157K
54.2K $1.19B
AZN
Astrazeneca PLC

Healthcare
-129
- 1.84%
$63.2 - $79.58 $8.15K - $10.3K
6.87K $450M
LMT
Lockheed Martin Corp

Industrials
-6
- 0.67%
$479.66 - $614.62 $2.88K - $3.69K
890 $432M
RGA
Reinsurance Group Of America Inc

Financial Services
-356
- 11.27%
$201.26 - $231.95 $71.6K - $82.6K
2.8K $599M
MSI
Motorola Solutions, Inc.

Technology
-345
- 6.14%
$449.08 - $504.6 $155K - $174K
5.28K $2.44B
SPGI
S&P Global Inc.

Financial Services
-81
- 3.17%
$480.36 - $529.17 $38.9K - $42.9K
2.47K $1.23B
PM
Philip Morris International Inc.

Consumer Defensive
-145
- 0.22%
$118.38 - $133.06 $17.2K - $19.3K
66.7K $8.03B
MOGA
Moog Inc Cla
-353
- 10.59%
N/A
2.98K $587M
EFG
Msci Eafe Growth ETF

ETFs
-456
- 11.71%
$96.83 - $106.88 $44.2K - $48.7K
3.44K $333M
ADI
Analog Devices Inc

Technology
-122
- 3.63%
$206.35 - $236.48 $25.2K - $28.9K
3.24K $689M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.19K
- 18.88%
$94.43 - $105.47 $113K - $126K
5.12K $520M
O
Realty Income Corp

Real Estate
-605
- 11.88%
$51.76 - $64.71 $31.3K - $39.1K
4.49K $240M
EFV
Msci Eafe Value ETF

ETFs
-875
- 11.91%
$51.78 - $57.15 $45.3K - $50K
6.47K $340M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
-5.57K
- 4.84%
$12.51 - $13.59 $69.7K - $75.8K
109K $1.39B
SHEL
Shell PLC

Energy
-811
- 9.1%
$60.63 - $70.23 $49.2K - $57K
8.1K $508M
ACN
Accenture PLC

Technology
-199
- 3.38%
$343.9 - $376.86 $68.4K - $75K
5.7K $2B
CF
Cf Industries Holdings, Inc.

Basic Materials
-868
- 11.03%
$81.39 - $94.14 $70.6K - $81.7K
7K $597M
MDT
Medtronic PLC

Healthcare
-225
- 4.05%
$79.61 - $92.24 $17.9K - $20.8K
5.32K $425M
ABT
Abbott Laboratories

Healthcare
-493
- 3.12%
$111.93 - $119.39 $55.2K - $58.9K
15.3K $1.73B
MIDD
Middleby Corp

Industrials
-428
- 14.05%
$129.7 - $146.97 $55.5K - $62.9K
2.62K $355M
FTS
Fortis Inc.

Utilities
-781
- 8.49%
$41.04 - $45.81 $32.1K - $35.8K
8.42K $350M
CNC
Centene Corp

Healthcare
-181
- 4.67%
$56.71 - $73.94 $10.3K - $13.4K
3.69K $224M
WWD
Woodward, Inc.

Industrials
-310
- 9.77%
$159.67 - $187.29 $49.5K - $58.1K
2.86K $476M
NSP
Insperity, Inc.

Industrials
-364
- 9.71%
$72.51 - $88.91 $26.4K - $32.4K
3.38K $262M
FCFS
First Cash Holdings, Inc.

Financial Services
-316
- 10.22%
$100.54 - $114.86 $31.8K - $36.3K
2.78K $288M
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
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email