Beverly Hills Private Wealth, LLC Portfolio Holdings

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q3 2024

Beverly Hills Private Wealth, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $495 Billion distributed in 1061 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.8B, Microsoft Corp with a value of $19.5B, Nvidia Corp with a value of $12.7B, Berkshire Hathaway Inc Class B with a value of $12B, and Amazon Com Inc with a value of $10.6B.

Examining the 13F form we can see an increase of $34.7B in the current position value, from $460B to 495B.

Beverly Hills Private Wealth, LLC is based out at Beverly Hills, CA

Below you can find more details about Beverly Hills Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $495 Billion
Technology: $103 Billion
Financial Services: $77.6 Billion
ETFs: $64.7 Billion
Healthcare: $43.1 Billion
Consumer Cyclical: $38.8 Billion
Consumer Defensive: $32.3 Billion
Industrials: $32.2 Billion
Communication Services: $30.6 Billion
Other: $53.5 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$916M
$2.47 Billion 0.5% of portfolio
97,882
Q3 2024 Added 77.18%
$1.33B
$2.08 Billion 0.42% of portfolio
230,445
Q3 2024 Added 40.8%
$654M
$1.35 Billion 0.27% of portfolio
26,405
Q3 2024 Added 33.02%
$1.42B
$479 Million 0.1% of portfolio
51,275
Q3 2024 Added 17.67%
$1.23B
$352 Million 0.07% of portfolio
12,856
Q3 2024 Reduced 17.84%
$1.67B
$305 Million 0.06% of portfolio
5,657
Q3 2024 Reduced 9.56%
$865M
$261 Million 0.05% of portfolio
15,000
Q3 2024 Reduced 15.25%
$508M
$134 Million 0.03% of portfolio
16,434
Q3 2024 Added 3.06%
$768M
$124 Million 0.03% of portfolio
27,200
Q3 2024 New
$1.56B
$95.8 Million 0.02% of portfolio
10,439
Q3 2024 Added 1.01%
$383M
$67.9 Million 0.01% of portfolio
12,721
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,061
  • Current Value $495 Billion
  • Prior Value $460 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 210 stocks
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