Beverly Hills Private Wealth, LLC Reduced Holdings in Q2 2024

Beverly Hills Private Wealth, LLC

  • $460 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
MET
Metlife Inc

Financial Services
-286
- 4.04%
$68.55 - $74.22 $19.6K - $21.2K
6.8K $477M
D
Dominion Energy, Inc

Utilities
-842
- 2.53%
$46.86 - $53.94 $39.5K - $45.4K
32.5K $1.59B
EMR
Emerson Electric CO

Industrials
-308
- 7.55%
$105.97 - $115.59 $32.6K - $35.6K
3.77K $416M
VICI
Vici Properties Inc.

Real Estate
-1.19K
- 11.81%
$27.15 - $30.51 $32.3K - $36.3K
8.88K $254M
BMO
Bank Of Montreal

Financial Services
-53
- 1.84%
$83.3 - $98.36 $4.41K - $5.21K
2.83K $238M
ENB
Enbridge Inc

Energy
-865
- 3.83%
$32.97 - $37.83 $28.5K - $32.7K
21.7K $773M
SHV
Ishares Tr

ETFs
-391
- 4.47%
$110.04 - $110.51 $43K - $43.2K
8.36K $923M
GE
General Electric CO

Industrials
-97
- 5.77%
$136.47 - $175.36 $13.2K - $17K
1.59K $252M
AIN
Albany International Corp

Consumer Cyclical
-185
- 6.27%
$79.75 - $91.16 $14.8K - $16.9K
2.77K $234M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-205
- 6.06%
$93.54 - $105.86 $19.2K - $21.7K
3.18K $304M
TFC
Truist Financial Corp

Financial Services
-959
- 9.91%
$35.41 - $40.18 $34K - $38.5K
8.71K $339M
IVV
Ishares Core S&P 500 ETF

ETFs
-377
- 4.83%
$497.53 - $549.64 $188K - $207K
7.43K $4.06B
Lazard Inc
-355
- 5.82%
N/A
5.74K $219M
ARCC
Ares Capital Corp

Financial Services
-1.79K
- 2.42%
$20.24 - $21.58 $36.2K - $38.6K
72.2K $1.5B
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-921
- 8.49%
$66.35 - $75.97 $61.1K - $70K
9.93K $723M
AMGN
Amgen Inc

Healthcare
-337
- 13.57%
$262.75 - $319.31 $88.5K - $108K
2.15K $671M
AEP
American Electric Power CO Inc

Utilities
-489
- 9.2%
$79.51 - $92.67 $38.9K - $45.3K
4.83K $424M
HLI
Houlihan Lokey, Inc.

Financial Services
-542
- 9.2%
$122.38 - $136.8 $66.3K - $74.1K
5.35K $721M
DUK
Duke Energy Corp

Utilities
-496
- 10.83%
$92.87 - $104.6 $46.1K - $51.9K
4.08K $409M
IVE
Ishares S&P 500 Value ETF

ETFs
-128
- 6.07%
$176.58 - $186.7 $22.6K - $23.9K
1.98K $360M
CBT
Cabot Corp

Basic Materials
-318
- 6.02%
$90.69 - $102.77 $28.8K - $32.7K
4.96K $456M
PFE
Pfizer Inc

Healthcare
-1.41K
- 3.6%
$25.26 - $29.6 $35.6K - $41.7K
37.7K $1.05B
BWA
Borgwarner Inc

Consumer Cyclical
-160
- 1.65%
$31.86 - $37.72 $5.1K - $6.04K
9.51K $307M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.11K
- 6.07%
$28.38 - $32.36 $31.6K - $36K
17.2K $532M
Qiagen Nv
-227
- 2.53%
N/A
8.75K $360M
OMC
Omnicom Group Inc.

Communication Services
-69
- 2.56%
$88.41 - $97.66 $6.1K - $6.74K
2.63K $236M
TU
Telus Corp

Communication Services
-268
- 1.11%
$15.14 - $16.71 $4.06K - $4.48K
23.9K $362M
EMN
Eastman Chemical CO

Basic Materials
-138
- 3.06%
$94.44 - $103.89 $13K - $14.3K
4.37K $428M
SKM
Sk Telecom CO LTD

Communication Services
-808
- 7.55%
$19.94 - $21.86 $16.1K - $17.7K
9.9K $207M
RSG
Republic Services, Inc.

Industrials
-160
- 5.78%
$181.59 - $194.82 $29.1K - $31.2K
2.61K $507M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-65
- 3.24%
$146.54 - $161.4 $9.53K - $10.5K
1.94K $302M
SNY
Sanofi

Healthcare
-417
- 1.83%
$45.39 - $50.36 $18.9K - $21K
22.3K $1.08B
UL
Unilever PLC

Consumer Defensive
-1.63K
- 11.52%
$46.47 - $56.38 $75.9K - $92.1K
12.6K $690M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-1
- -0.0%
$33.49 - $35.87 $33.5 - $35.9
30.1K $1.03B
SPGI
S&P Global Inc.

Financial Services
-202
- 6.04%
$408.56 - $448.91 $82.5K - $90.7K
3.14K $1.4B
FIS
Fidelity National Information Services, Inc.

Technology
-807
- 2.4%
$67.2 - $78.36 $54.2K - $63.2K
32.8K $2.47B
ETR
Entergy Corp

Utilities
-206
- 8.13%
$100.61 - $114.22 $20.7K - $23.5K
2.33K $249M
PENN
Penn National Gaming Inc

Consumer Cyclical
-1.89K
- 11.76%
$14.63 - $20.04 $27.6K - $37.9K
14.2K $274M
R
Ryder System Inc

Industrials
-293
- 5.95%
$107.17 - $128.24 $31.4K - $37.6K
4.63K $574M
KO
Coca Cola CO

Consumer Defensive
-510
- 8.07%
$58.06 - $64.15 $29.6K - $32.7K
5.81K $370M
DIOD
Diodes Inc

Technology
-351
- 5.94%
$66.89 - $76.51 $23.5K - $26.9K
5.56K $400M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.61K
- 8.62%
$92.66 - $111.05 $149K - $179K
17.1K $1.88B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-248
- 5.64%
$154.56 - $173.19 $38.3K - $43K
4.15K $709M
SWKS
Skyworks Solutions, Inc.

Technology
-94
- 4.05%
$89.72 - $107.86 $8.43K - $10.1K
2.23K $237M
MPLX
Mplx LP

Energy
-465
- 7.72%
$39.66 - $42.59 $18.4K - $19.8K
5.56K $237M
LMT
Lockheed Martin Corp

Industrials
-50
- 5.63%
$447.57 - $471.51 $22.4K - $23.6K
838 $392M
KMB
Kimberly Clark Corp

Consumer Defensive
-316
- 8.84%
$123.89 - $141.67 $39.1K - $44.8K
3.26K $450M
C
Citigroup Inc

Financial Services
-205
- 3.79%
$57.02 - $64.74 $11.7K - $13.3K
5.2K $330M
HAS
Hasbro, Inc.

Consumer Cyclical
-358
- 7.64%
$54.82 - $65.03 $19.6K - $23.3K
4.33K $253M
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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