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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$168B
$1.32 Billion 0.27% of portfolio
2,555
Q3 2024 Reduced 18.68%
$88.3B
$1.36 Billion 0.27% of portfolio
18,449
Q3 2024 Reduced 15.58%
$662M
$1.35 Billion 0.27% of portfolio
26,405
Q3 2024 Added 33.02%
$0
$1.31 Billion 0.26% of portfolio
39,595
Q3 2024 Reduced 1.71%
$64.8B
$1.29 Billion 0.26% of portfolio
17,967
Q3 2024 Reduced 3.89%
$0
$1.28 Billion 0.26% of portfolio
61,254
Q3 2024 Reduced 15.16%
$82.8B
$1.22 Billion 0.25% of portfolio
6,225
Q3 2024 Reduced 18.01%
$224B
$1.23 Billion 0.25% of portfolio
10,668
Q3 2024 Reduced 13.58%
$7.16B
$1.24 Billion 0.25% of portfolio
35,126
Q3 2024 Added 16.22%
$90.6B
$1.17 Billion 0.24% of portfolio
1,516
Q3 2024 Added 8.75%
$149B
$1.2 Billion 0.24% of portfolio
4,885
Q3 2024 Reduced 16.02%
$89.6B
$1.21 Billion 0.24% of portfolio
2,452
Q3 2024 Added 54.12%
$101B
$1.11 Billion 0.23% of portfolio
36,047
Q3 2024 Added 16.08%
$0
$1.12 Billion 0.23% of portfolio
29,268
Q3 2024 Reduced 2.6%
Global X Fds
-
$1.13 Billion 0.23% of portfolio
-
Q3 2024 Reduced 11.32%
$0
$1.14 Billion 0.23% of portfolio
100,933
Q3 2024 Added 72.53%
$150B
$1.09 Billion 0.22% of portfolio
5,381
Q3 2024 Added 46.34%
$121B
$1.08 Billion 0.22% of portfolio
18,699
Q3 2024 Reduced 16.21%
$0
$1.09 Billion 0.22% of portfolio
34,288
Q3 2023 Reduced 50.0%
$180B
$1.03 Billion 0.21% of portfolio
1,662
Q3 2024 Added 1.16%
Vanguard Calif Tax Free Fds
-
$1.04 Billion 0.21% of portfolio
-
Q3 2024 New
$176B
$1.02 Billion 0.21% of portfolio
6,008
Q3 2024 Added 8.68%
$79.9B
$1.06 Billion 0.21% of portfolio
3,065
Q3 2024 Added 50.54%
$173B
$1.03 Billion 0.21% of portfolio
15,865
Q3 2024 Reduced 16.07%
Te Connectivity PLC
-
$1.04 Billion 0.21% of portfolio
-
Q3 2024 New
$200B
$971 Million 0.2% of portfolio
4,393
Q3 2024 Reduced 15.78%
$427B
$988 Million 0.2% of portfolio
1,115
Q3 2024 Added 2.11%
$44.2B
$968 Million 0.2% of portfolio
14,849
Q3 2024 New
$71.4B
$975 Million 0.2% of portfolio
33,491
Q3 2024 Reduced 4.23%
$210B
$954 Million 0.19% of portfolio
2,440
Q3 2024 Added 7.77%
$0
$936 Million 0.19% of portfolio
8,464
Q3 2024 Added 1.28%
$101B
$882 Million 0.18% of portfolio
430
Q3 2024 Added 10.26%
$0
$861 Million 0.17% of portfolio
38,028
Q3 2024 Reduced 38.93%
$144B
$844 Million 0.17% of portfolio
29,151
Q3 2024 Reduced 22.62%
$110B
$774 Million 0.16% of portfolio
3,363
Q3 2024 Reduced 18.1%
$0
$797 Million 0.16% of portfolio
104,839
Q3 2024 New
$34.6B
$790 Million 0.16% of portfolio
6,649
Q3 2024 Reduced 12.15%
$87.6B
$808 Million 0.16% of portfolio
19,887
Q3 2024 Reduced 8.38%
$518B
$787 Million 0.16% of portfolio
4,620
Q3 2024 Added 4.45%
$27.3B
$753 Million 0.15% of portfolio
814
Q3 2024 Reduced 16.51%
$0
$741 Million 0.15% of portfolio
9,499
Q3 2024 Added 6.92%
$92.3B
$762 Million 0.15% of portfolio
3,066
Q3 2024 Added 64.31%
$9.37B
$720 Million 0.15% of portfolio
4,557
Q3 2024 Reduced 14.79%
$0
$751 Million 0.15% of portfolio
15,942
Q3 2024 Reduced 6.59%
$27B
$732 Million 0.15% of portfolio
11,851
Q3 2024 Added 47.75%
$178B
$725 Million 0.15% of portfolio
5,985
Q3 2024 Reduced 11.39%
$15.5B
$688 Million 0.14% of portfolio
3,160
Q3 2024 Reduced 14.08%
$149B
$689 Million 0.14% of portfolio
10,601
Q3 2024 Reduced 15.53%
$23.6B
$699 Million 0.14% of portfolio
7,235
Q3 2024 Added 60.89%

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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