Beverly Hills Private Wealth, LLC Sells in Q4 2024

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-43.7K
- 88.92%
$50.23 - $50.47 $2.2M - $2.21M
5.44K $273M
PKG
Packaging Corp Of America

Consumer Cyclical
-7.89K
- 45.03%
$211.98 - $248.85 $1.67M - $1.96M
9.63K $2.17B
VGSH
Vanguard

ETFs
-18K
- 10.23%
$58.02 - $58.88 $1.04M - $1.06M
158K $9.17B
GBIL
Goldman Sachs Access Treasury

ETFs
-8.22K
- 10.2%
$99.85 - $100.22 $821K - $824K
72.4K $7.23B
MRK
Merck & Co., Inc.

Healthcare
-4.17K
- 13.93%
$96.31 - $114.76 $402K - $479K
25.8K $2.56B
VZ
Verizon Communications Inc

Communication Services
-4.29K
- 3.79%
$39.6 - $45.21 $170K - $194K
109K $4.36B
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 25.0%
$664750.0 - $724132.5 $665K - $724K
3 $2.04B
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-16.6K
- 56.56%
$34.74 - $38.36 $575K - $635K
12.7K $444M
VST
Vistra Corp.

Utilities
-6.44K
- 55.28%
$115.74 - $166.61 $746K - $1.07M
5.21K $719M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-13K
- 52.2%
$49.77 - $64.58 $647K - $839K
11.9K $652M
TXN
Texas Instruments Inc

Technology
-760
- 3.86%
N/A
18.9K $3.55B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-9.48K
- 7.37%
$50.62 - $50.97 $480K - $483K
119K $6.04B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-159
- 0.7%
$82.28 - $117.52 $13.1K - $18.7K
22.4K $1.9B
LOW
Lowes Companies Inc

Consumer Cyclical
-318
- 1.86%
$244.52 - $284.07 $77.8K - $90.3K
16.8K $4.14B
CCI
Crown Castle International Corp

Real Estate
-938
- 7.35%
$89.78 - $119.11 $84.2K - $112K
11.8K $1.07B
SBUX
Starbucks Corp

Consumer Cyclical
-2.45K
- 8.45%
$87.44 - $102.5 $214K - $251K
26.6K $2.43B
MPWR
Monolithic Power Systems Inc

Technology
-196
- 24.08%
$560.06 - $942.58 $110K - $185K
618 $366M
Linde PLC
-118
- 2.04%
N/A
5.68K $2.38B
LLY
Eli Lilly & CO

Healthcare
-241
- 14.0%
$727.2 - $932.06 $175K - $225K
1.48K $1.14B
NEE
Nextera Energy Inc

Utilities
-514
- 1.93%
$69.77 - $85.43 $35.9K - $43.9K
26.1K $1.87B
DFAI
Dimensional ETF Tr

ETFs
-9.51K
- 27.74%
$29.0 - $31.6 $276K - $301K
24.8K $723M
PLD
Prologis, Inc.

Real Estate
-650
- 4.56%
$101.4 - $126.96 $65.9K - $82.5K
13.6K $1.44B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-3.44K
- 3.31%
$45.17 - $47.23 $155K - $162K
101K $4.56B
AMT
American Tower Corp

Real Estate
-215
- 3.55%
$179.4 - $232.01 $38.6K - $49.9K
5.84K $1.07B
GM
General Motors CO

Consumer Cyclical
-11.8K
- 34.0%
$44.82 - $60.2 $528K - $709K
22.9K $1.22B
NOC
Northrop Grumman Corp

Industrials
-40
- 0.84%
$466.52 - $543.88 $18.7K - $21.8K
4.74K $2.22B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.92K
- 37.11%
$45.07 - $47.1 $267K - $279K
10K $453M
XOM
Exxon Mobil Corp

Energy
-159
- 0.55%
$105.51 - $125.37 $16.8K - $19.9K
28.8K $3.1B
MELI
Mercadolibre Inc

Consumer Cyclical
-82
- 19.07%
$1666.0 - $2117.3 $137K - $174K
348 $592M
SNY
Sanofi

Healthcare
-2.17K
- 11.63%
$45.89 - $57.31 $99.8K - $125K
16.5K $797M
MS
Morgan Stanley

Financial Services
-6.26K
- 26.49%
$104.42 - $134.99 $654K - $845K
17.4K $2.18B
DEO
Diageo PLC

Consumer Defensive
-363
- 2.07%
$118.0 - $139.88 $42.8K - $50.8K
17.2K $2.19B
PGR
Progressive Corp

Financial Services
-420
- 3.36%
$239.6 - $268.88 $101K - $113K
12.1K $2.89B
NVS
Novartis Ag

Healthcare
-899
- 8.43%
$96.78 - $117.18 $87K - $105K
9.77K $951M
IRM
Iron Mountain Inc

Real Estate
-1.72K
- 25.85%
$101.62 - $128.14 $175K - $220K
4.93K $518M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-7.17K
- 50.55%
$34.25 - $37.94 $246K - $272K
7.02K $255M
UPS
United Parcel Service Inc

Industrials
-991
- 7.97%
$122.65 - $138.35 $122K - $137K
11.4K $1.44B
NGG
National Grid PLC

Utilities
-2.41K
- 26.09%
$57.68 - $70.03 $139K - $169K
6.83K $406M
NSC
Norfolk Southern Corp

Industrials
-423
- 4.4%
$230.6 - $277.0 $97.5K - $117K
9.19K $2.16B
DHI
Horton D R Inc

Consumer Cyclical
-431
- 13.92%
$137.24 - $194.56 $59.2K - $83.9K
2.67K $373M
TTE
Total Energies Se

Energy
-1.04K
- 6.53%
N/A
14.8K $808M
AVB
Avalonbay Communities Inc

Real Estate
-917
- 34.04%
$216.28 - $237.81 $198K - $218K
1.78K $391M
AOS
Smith A O Corp

Industrials
-885
- 13.5%
$68.02 - $88.94 $60.2K - $78.7K
5.67K $387M
PCAR
Paccar Inc

Industrials
-2.93K
- 15.2%
$97.92 - $118.41 $287K - $347K
16.3K $1.7B
CVX
Chevron Corp

Energy
-942
- 3.51%
$141.15 - $162.53 $133K - $153K
25.9K $3.76B
MYGN
Myriad Genetics Inc

Healthcare
-1.63K
- 12.66%
$13.17 - $27.03 $21.4K - $44K
11.2K $154M
AMGN
Amgen Inc

Healthcare
-215
- 10.22%
$258.78 - $328.31 $55.6K - $70.6K
1.89K $492M
PFE
Pfizer Inc

Healthcare
-3.64K
- 12.5%
$24.8 - $30.19 $90.3K - $110K
25.5K $677M
ON
On Semiconductor Corp

Technology
-1.5K
- 20.82%
$63.05 - $74.7 $94.5K - $112K
5.7K $359M
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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