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
OFC
Corporate Office Properties Trust

Real Estate
-867
- 7.25%
N/A
11.1K $278M
MOGA
Moog Inc Cla
-253
- 6.15%
N/A
3.86K $646M
BBY
Best Buy CO Inc

Consumer Cyclical
-181
- 7.02%
$69.63 - $93.63 $12.6K - $16.9K
2.4K $202M
RY
Royal Bank Of Canada

Financial Services
-326
- 7.0%
$96.4 - $109.27 $31.4K - $35.6K
4.33K $461M
AMAT
Applied Materials Inc

Technology
-573
- 13.48%
$189.46 - $247.83 $109K - $142K
3.68K $868M
PG
Procter & Gamble CO

Consumer Defensive
-108
- 2.96%
$155.33 - $168.56 $16.8K - $18.2K
3.54K $584M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-6
- 0.34%
$124.6 - $132.46 $748 - $795
1.76K $224M
MFC
Manulife Financial Corp

Financial Services
-1.56K
- 7.42%
$22.78 - $26.69 $35.5K - $41.6K
19.4K $517M
NVS
Novartis Ag

Healthcare
-1.31K
- 9.57%
$92.57 - $107.37 $121K - $140K
12.3K $1.31B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-939
- 6.27%
$42.0 - $47.28 $39.4K - $44.4K
14K $659M
RTX
Raytheon Technologies Corp

Industrials
-246
- 3.51%
$97.55 - $108.44 $24K - $26.7K
6.75K $678M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-182
- 4.78%
$55.18 - $59.2 $10K - $10.8K
3.63K $215M
WMB
Williams Companies, Inc.

Energy
-885
- 9.45%
$37.58 - $43.11 $33.3K - $38.2K
8.48K $361M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-25
- 0.39%
$81.05 - $81.66 $2.03K - $2.04K
6.34K $517M
PSA
Public Storage

Real Estate
-1
- 0.13%
$257.73 - $293.34 $258 - $293
771 $222M
RGA
Reinsurance Group Of America Inc

Financial Services
-232
- 5.93%
$180.15 - $212.37 $41.8K - $49.3K
3.68K $755M
T
At&T Inc.

Communication Services
-1.88K
- 7.39%
$16.09 - $19.11 $30.2K - $35.9K
23.6K $450M
ASML
Asml Holding Nv

Technology
-13
- 4.22%
$852.84 - $1068.86 $11.1K - $13.9K
295 $302M
SAP
Sap Se

Technology
-26
- 1.83%
$175.77 - $201.71 $4.57K - $5.24K
1.39K $281M
BAC
Bank Of America Corp

Financial Services
-1.8K
- 4.36%
$34.68 - $40.02 $62.5K - $72.1K
39.5K $1.57B
GRMN
Garmin LTD

Technology
-91
- 5.1%
$139.52 - $170.94 $12.7K - $15.6K
1.69K $276M
MPWR
Monolithic Power Systems Inc

Technology
-182
- 15.73%
$591.52 - $852.56 $108K - $155K
975 $801M
MO
Altria Group, Inc.

Consumer Defensive
-1.37K
- 3.24%
$40.75 - $46.83 $55.8K - $64.2K
40.9K $1.86B
ADBE
Adobe Inc.

Technology
-3
- 0.67%
$439.02 - $555.54 $1.32K - $1.67K
445 $247M
BSX
Boston Scientific Corp

Healthcare
-32
- 1.08%
$67.33 - $77.71 $2.15K - $2.49K
2.93K $226M
MYGN
Myriad Genetics Inc

Healthcare
-1.15K
- 6.85%
$17.98 - $25.47 $20.7K - $29.3K
15.6K $383M
RING
Ishares Inc Msci Global Gold M

ETFs
-2.62K
- 6.1%
$25.64 - $29.83 $67.1K - $78.1K
40.3K $1.11B
MELI
Mercadolibre Inc

Consumer Cyclical
-13
- 3.23%
$1356.43 - $1787.73 $17.6K - $23.2K
390 $641M
IYW
Ishares Dj Us Tech ETF

ETFs
-75
- 2.69%
$124.75 - $153.46 $9.36K - $11.5K
2.71K $408M
AZN
Astrazeneca PLC

Healthcare
-722
- 8.08%
$66.81 - $80.83 $48.2K - $58.4K
8.22K $641M
WWD
Woodward, Inc.

Industrials
-226
- 5.76%
$145.56 - $186.5 $32.9K - $42.1K
3.7K $645M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7
- 0.44%
$316.15 - $367.33 $2.21K - $2.57K
1.58K $578M
TT
Trane Technologies PLC

Industrials
-316
- 6.04%
$288.27 - $345.38 $91.1K - $109K
4.92K $1.62B
ADI
Analog Devices Inc

Technology
-365
- 8.16%
$183.36 - $240.16 $66.9K - $87.7K
4.11K $937M
DELL
Dell Technologies Inc.

Technology
-407
- 8.86%
$114.87 - $179.21 $46.8K - $72.9K
4.19K $578M
QCOM
Qualcomm Inc

Technology
-653
- 10.56%
$157.63 - $227.09 $103K - $148K
5.53K $1.1B
ORCL
Oracle Corp

Technology
-66
- 1.47%
$113.75 - $144.64 $7.51K - $9.55K
4.42K $624M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
-7.54K
- 5.2%
$11.37 - $12.91 $85.8K - $97.4K
137K $1.77B
MSI
Motorola Solutions, Inc.

Technology
-437
- 5.59%
$336.0 - $390.36 $147K - $171K
7.38K $2.85B
CRUS
Cirrus Logic, Inc.

Technology
-311
- 6.35%
$82.02 - $127.66 $25.5K - $39.7K
4.59K $586M
NEE
Nextera Energy Inc

Utilities
-1.09K
- 3.44%
$61.7 - $80.02 $67.4K - $87.5K
30.7K $2.17B
WMT
Walmart Inc.

Consumer Defensive
-2.35K
- 5.53%
$58.85 - $68.9 $139K - $162K
40.2K $2.72B
LLY
Eli Lilly & CO

Healthcare
-54
- 2.84%
$724.87 - $909.04 $39.1K - $49.1K
1.85K $1.67B
Ftai Aviation LTD
-4.81K
- 16.15%
N/A
25K $2.58B
AVGO
Broadcom Inc.

Technology
-385
- 8.38%
$1204.71 - $1828.87 $464K - $704K
4.21K $6.76B
MSFT
Microsoft Corp

Technology
-559
- 1.21%
$389.33 - $452.85 $218K - $253K
45.5K $20.3B
AAPL
Apple Inc.

Technology
-970
- 0.82%
$165.0 - $216.67 $160K - $210K
117K $24.6B
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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