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
HLI
Houlihan Lokey, Inc.

Financial Services
-791
- 17.36%
$158.81 - $190.49 $126K - $151K
3.77K $654M
BXP
Boston Properties Inc

Real Estate
-484
- 10.17%
$73.33 - $89.72 $35.5K - $43.4K
4.28K $318M
Kenvue Inc
-1.28K
- 6.49%
N/A
18.4K $394M
BOX
Box Inc

Technology
-1.5K
- 11.85%
$31.6 - $35.65 $47.5K - $53.6K
11.2K $354M
FAST
Fastenal CO

Industrials
-1.03K
- 3.64%
$69.99 - $84.35 $71.9K - $86.7K
27.2K $1.96B
GD
General Dynamics Corp

Industrials
-38
- 2.95%
$260.28 - $314.03 $9.89K - $11.9K
1.25K $329M
CRL
Charles River Laboratories International, Inc.

Healthcare
-181
- 8.89%
$178.58 - $220.69 $32.3K - $39.9K
1.85K $342M
TRP
Tc Energy Corp

Energy
-985
- 8.78%
$44.03 - $50.23 $43.4K - $49.5K
10.2K $476M
FORM
Formfactor Inc

Technology
-998
- 14.66%
$37.74 - $48.72 $37.7K - $48.6K
5.81K $256M
RTX
Raytheon Technologies Corp

Industrials
-207
- 3.46%
$114.45 - $127.21 $23.7K - $26.3K
5.78K $669M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.41K
- 14.18%
$49.03 - $53.35 $69K - $75.1K
8.52K $436M
AEP
American Electric Power CO Inc

Utilities
-124
- 3.02%
$90.91 - $102.21 $11.3K - $12.7K
3.98K $367M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-277
- 9.34%
$176.42 - $186.91 $48.9K - $51.8K
2.69K $479M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-457
- 5.62%
$74.71 - $79.24 $34.1K - $36.2K
7.67K $589M
BWA
Borgwarner Inc

Consumer Cyclical
-473
- 5.98%
$31.48 - $35.49 $14.9K - $16.8K
7.43K $236M
SON
Sonoco Products CO

Consumer Cyclical
-338
- 5.84%
$48.6 - $54.89 $16.4K - $18.6K
5.45K $266M
RSG
Republic Services, Inc.

Industrials
-251
- 11.69%
$198.0 - $218.75 $49.7K - $54.9K
1.9K $382M
ETN
Eaton Corp PLC

Industrials
-157
- 2.49%
$326.96 - $377.52 $51.3K - $59.3K
6.15K $2.04B
BIO
Bio Rad Laboratories, Inc.

Healthcare
-129
- 11.42%
$313.15 - $374.28 $40.4K - $48.3K
1K $329M
HMY
Harmony Gold Mining CO LTD

Basic Materials
-464
- 2.01%
$8.14 - $12.23 $3.78K - $5.67K
22.6K $186M
TDY
Teledyne Technologies Inc

Technology
-170
- 14.66%
$436.59 - $489.24 $74.2K - $83.2K
990 $459M
HXL
Hexcel Corp

Industrials
-809
- 13.65%
$58.56 - $65.31 $47.4K - $52.8K
5.12K $321M
RY
Royal Bank Of Canada

Financial Services
-253
- 7.1%
$119.72 - $128.02 $30.3K - $32.4K
3.31K $399M
ALB
Albemarle Corp

Basic Materials
-251
- 9.43%
$86.08 - $111.3 $21.6K - $27.9K
2.41K $207M
GE
General Electric CO

Industrials
-32
- 1.83%
$159.95 - $194.23 $5.12K - $6.22K
1.72K $287M
IVE
Ishares S&P 500 Value ETF

ETFs
-180
- 12.96%
$189.5 - $206.17 $34.1K - $37.1K
1.21K $231M
CBRE
Cbre Group, Inc.

Real Estate
-608
- 10.89%
$119.22 - $140.71 $72.5K - $85.6K
4.97K $653M
PBA
Pembina Pipeline Corp

Energy
-365
- 5.92%
$35.89 - $43.35 $13.1K - $15.8K
5.8K $214M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-914
- 3.55%
$13.01 - $14.43 $11.9K - $13.2K
24.8K $329M
DUK
Duke Energy Corp

Utilities
-107
- 3.33%
$105.76 - $120.76 $11.3K - $12.9K
3.1K $334M
ANSS
Ansys Inc

Technology
-163
- 13.49%
$313.05 - $361.45 $51K - $58.9K
1.05K $352M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-512
- 2.34%
$9.25 - $10.62 $4.74K - $5.44K
21.4K $208M
IBM
International Business Machines Corp

Technology
-104
- 2.37%
$204.9 - $238.04 $21.3K - $24.8K
4.29K $943M
ING
Ing Groep Nv

Financial Services
-137
- 1.32%
$15.1 - $17.73 $2.07K - $2.43K
10.2K $161M
OFC
Corporate Office Properties Trust

Real Estate
-953
- 10.55%
N/A
8.08K $250M
COP
Conocophillips

Energy
-20
- 0.57%
$95.12 - $114.72 $1.9K - $2.29K
3.47K $344M
R
Ryder System Inc

Industrials
-414
- 10.41%
$138.78 - $170.03 $57.5K - $70.4K
3.56K $559M
VMI
Valmont Industries Inc

Industrials
-131
- 10.42%
$287.0 - $352.14 $37.6K - $46.1K
1.13K $345M
PG
Procter & Gamble CO

Consumer Defensive
-7
- 0.23%
$161.05 - $179.7 $1.13K - $1.26K
3.04K $509M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-125
- 1.97%
$81.68 - $82.93 $10.2K - $10.4K
6.21K $509M
INTU
Intuit Inc

Technology
-43
- 2.59%
$602.01 - $706.25 $25.9K - $30.4K
1.62K $1.02B
IYW
Ishares Dj Us Tech ETF

ETFs
-191
- 8.65%
$148.14 - $166.23 $28.3K - $31.7K
2.02K $322M
RELX
Relx PLC

Communication Services
-16
- 0.27%
$44.45 - $48.63 $711 - $778
5.96K $271M
Aegon LTD
-296
- 1.34%
N/A
21.9K $129M
MO
Altria Group, Inc.

Consumer Defensive
-961
- 2.84%
$49.06 - $57.74 $47.1K - $55.5K
32.9K $1.72B
TFC
Truist Financial Corp

Financial Services
-229
- 3.03%
$41.51 - $48.1 $9.51K - $11K
7.33K $318M
SYK
Stryker Corp

Healthcare
-9
- 0.84%
$345.14 - $392.15 $3.11K - $3.53K
1.06K $381M
BOTZ
Global X Fds

ETFs
-30
- 0.27%
$31.11 - $34.18 $933 - $1.03K
11.2K $357M
TJX
Tjx Companies Inc

Consumer Cyclical
-398
- 2.74%
$112.15 - $127.2 $44.6K - $50.6K
14.1K $1.71B
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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