Beverly Hills Private Wealth, LLC Reduced Holdings in Q3 2024

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HLI
Houlihan Lokey, Inc.

Financial Services
-791
- 14.79%
$134.11 - $161.99 $106K - $128K
4.56K $720M
AMT
American Tower Corp

Real Estate
-1.2K
- 16.48%
$192.27 - $242.73 $230K - $290K
6.06K $1.41B
TT
Trane Technologies PLC

Industrials
-756
- 15.37%
$314.21 - $388.71 $238K - $294K
4.16K $1.62B
CMI
Cummins Inc

Industrials
-210
- 14.19%
$266.63 - $326.4 $56K - $68.5K
1.27K $411M
BOX
Box Inc

Technology
-2.94K
- 18.79%
$24.92 - $33.45 $73.2K - $98.2K
12.7K $415M
FTS
Fortis Inc.

Utilities
-1.49K
- 13.95%
$38.61 - $45.65 $57.6K - $68.1K
9.2K $418M
SBAC
Sba Communications Corp

Real Estate
-319
- 17.64%
$189.0 - $245.01 $60.3K - $78.2K
1.49K $358M
R
Ryder System Inc

Industrials
-658
- 14.2%
$117.21 - $148.66 $77.1K - $97.8K
3.98K $580M
HAS
Hasbro, Inc.

Consumer Cyclical
-746
- 17.23%
$56.54 - $72.32 $42.2K - $54K
3.58K $259M
AMGN
Amgen Inc

Healthcare
-44
- 2.05%
$309.38 - $337.38 $13.6K - $14.8K
2.1K $678M
PZZA
Papa Johns International Inc

Consumer Cyclical
-598
- 9.56%
$40.26 - $53.87 $24.1K - $32.2K
5.66K $305M
KO
Coca Cola CO

Consumer Defensive
-496
- 8.54%
$62.69 - $73.01 $31.1K - $36.2K
5.31K $382M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-204
- 15.29%
$263.97 - $344.64 $53.8K - $70.3K
1.13K $378M
ETR
Entergy Corp

Utilities
-329
- 14.14%
$104.75 - $131.61 $34.5K - $43.3K
2K $263M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7
- 0.44%
$332.02 - $382.76 $2.32K - $2.68K
1.58K $592M
CBT
Cabot Corp

Basic Materials
-751
- 15.14%
$86.96 - $111.73 $65.3K - $83.9K
4.21K $471M
BSX
Boston Scientific Corp

Healthcare
-63
- 2.15%
$72.96 - $84.0 $4.6K - $5.29K
2.87K $241M
O
Realty Income Corp

Real Estate
-742
- 12.72%
$52.36 - $63.42 $38.9K - $47.1K
5.09K $323M
CRM
Salesforce, Inc.

Technology
-47
- 2.77%
$238.42 - $276.53 $11.2K - $13K
1.65K $451M
T
At&T Inc.

Communication Services
-2.36K
- 10.0%
$18.21 - $22.28 $42.9K - $52.5K
21.2K $466M
KEY
Keycorp

Financial Services
-2.39K
- 10.71%
$13.95 - $17.34 $33.4K - $41.5K
19.9K $334M
ACN
Accenture PLC

Technology
-916
- 13.45%
$295.44 - $355.81 $271K - $326K
5.89K $2.08B
Lazard Inc
-1.04K
- 18.09%
N/A
4.7K $237M
PAM
Pampa Energy Inc.

Utilities
-975
- 19.4%
$41.97 - $62.41 $40.9K - $60.8K
4.05K $243M
MA
Mastercard Inc

Financial Services
-457
- 9.68%
$429.6 - $500.99 $196K - $229K
4.26K $2.1B
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-11.8K
- 5.14%
$9.89 - $11.43 $117K - $135K
218K $2.4B
GGAL
Grupo Financiero Galicia Sa

Financial Services
-1.95K
- 21.15%
$26.61 - $47.1 $51.8K - $91.8K
7.26K $306M
ERII
Energy Recovery, Inc.

Industrials
-2.7K
- 15.25%
$12.6 - $18.23 $34K - $49.2K
15K $261M
MOGA
Moog Inc Cla
-528
- 13.67%
N/A
3.33K $674M
TRV
Travelers Companies, Inc.

Financial Services
-250
- 8.59%
$201.87 - $242.35 $50.5K - $60.6K
2.66K $623M
AXP
American Express CO

Financial Services
-1.18K
- 13.26%
$225.92 - $271.17 $267K - $321K
7.74K $2.1B
ENB
Enbridge Inc

Energy
-1.82K
- 8.38%
$35.27 - $41.18 $64.2K - $74.9K
19.9K $808M
NGG
National Grid PLC

Utilities
-1.43K
- 13.37%
$57.14 - $70.48 $81.4K - $100K
9.24K $643M
BMY
Bristol Myers Squibb CO

Healthcare
-971
- 10.98%
$39.66 - $51.75 $38.5K - $50.2K
7.87K $407M
TRP
Tc Energy Corp

Energy
-1.78K
- 13.68%
$37.48 - $47.9 $66.6K - $85.1K
11.2K $534M
RTX
Raytheon Technologies Corp

Industrials
-769
- 11.39%
$99.55 - $123.34 $76.6K - $94.8K
5.99K $725M
HD
Home Depot, Inc.

Consumer Cyclical
-121
- 7.33%
$333.64 - $405.2 $40.4K - $49K
1.53K $620M
WEC
Wec Energy Group, Inc.

Utilities
-3.37K
- 15.66%
$77.68 - $96.19 $262K - $324K
18.1K $1.74B
IBM
International Business Machines Corp

Technology
-823
- 15.78%
$175.1 - $223.38 $144K - $184K
4.39K $971M
BXP
Boston Properties Inc

Real Estate
-329
- 6.47%
$60.3 - $82.49 $19.8K - $27.1K
4.76K $383M
Kenvue Inc
-1.49K
- 7.03%
N/A
19.7K $456M
DHI
Horton D R Inc

Consumer Cyclical
-575
- 15.66%
$135.21 - $197.06 $77.7K - $113K
3.1K $591M
NEE
Nextera Energy Inc

Utilities
-4.07K
- 13.27%
$69.9 - $84.97 $285K - $346K
26.6K $2.25B
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-782
- 2.6%
$34.35 - $39.16 $26.9K - $30.6K
29.3K $1.12B
SBUX
Starbucks Corp

Consumer Cyclical
-6.12K
- 17.4%
$72.51 - $98.6 $443K - $603K
29K $2.83B
CM
Canadian Imperial Bank Of Commerce

Financial Services
-232
- 2.9%
$47.28 - $62.24 $11K - $14.4K
7.76K $476M
CBRE
Cbre Group, Inc.

Real Estate
-1.08K
- 16.25%
$85.97 - $124.48 $93.1K - $135K
5.58K $695M
IRM
Iron Mountain Inc

Real Estate
-920
- 12.15%
$89.69 - $119.32 $82.5K - $110K
6.65K $790M
ABBV
Abb Vie Inc.

Healthcare
-1.51K
- 9.45%
$163.84 - $199.33 $247K - $300K
14.4K $2.85B
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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