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
-
$674 Million 0.14% of portfolio
-
Q3 2024 Reduced 13.67%
$17.9B
$675 Million 0.14% of portfolio
7,870
Q3 2024 Reduced 14.86%
$42.3B
$695 Million 0.14% of portfolio
5,582
Q3 2024 Reduced 16.25%
$155B
$678 Million 0.14% of portfolio
2,103
Q3 2024 Reduced 2.05%
$61.1B
$623 Million 0.13% of portfolio
2,661
Q3 2024 Reduced 8.59%
$46.2B
$643 Million 0.13% of portfolio
9,236
Q3 2024 Reduced 13.37%
$34.7B
$640 Million 0.13% of portfolio
8,125
Q3 2024 Reduced 18.14%
$420B
$620 Million 0.13% of portfolio
1,530
Q3 2024 Reduced 7.33%
$3.78B
$638 Million 0.13% of portfolio
31,542
Q3 2024 Reduced 14.34%
$0
$592 Million 0.12% of portfolio
1,577
Q3 2024 Reduced 0.44%
$0
$605 Million 0.12% of portfolio
6,315
Q3 2024 Reduced 30.52%
$236B
$588 Million 0.12% of portfolio
8,913
Q3 2024 Reduced 9.6%
$31.9B
$607 Million 0.12% of portfolio
2,694
Q3 2024 Reduced 47.12%
Gsk PLC
-
$618 Million 0.12% of portfolio
-
Q3 2024 Added 16.71%
$24.3B
$575 Million 0.12% of portfolio
16,511
Q3 2024 Reduced 14.98%
$9.1B
$589 Million 0.12% of portfolio
6,556
Q3 2024 Reduced 15.88%
$8.1B
$580 Million 0.12% of portfolio
3,976
Q3 2024 Reduced 14.2%
$0
$581 Million 0.12% of portfolio
9,541
Q3 2024 Added 8.62%
$0
$525 Million 0.11% of portfolio
1,853
Q3 2023 Added 0.38%
$199B
$545 Million 0.11% of portfolio
6,996
Q3 2024 Reduced 14.87%
$142B
$524 Million 0.11% of portfolio
896
Q3 2024 Added 6.92%
$5.43B
$549 Million 0.11% of portfolio
4,146
Q3 2024 Reduced 16.93%
$29.2B
$523 Million 0.11% of portfolio
7,199
Q3 2024 Reduced 16.01%
$122B
$543 Million 0.11% of portfolio
14,600
Q1 2024 Reduced 0.3%
$0
$532 Million 0.11% of portfolio
2,965
Q3 2024 Reduced 28.57%
$0
$546 Million 0.11% of portfolio
9,325
Q3 2024 Added 22.3%
$0
$548 Million 0.11% of portfolio
5,720
Q3 2024 Reduced 48.15%
$50.8B
$534 Million 0.11% of portfolio
11,216
Q3 2024 Reduced 13.68%
$10.4B
$544 Million 0.11% of portfolio
3,173
Q3 2024 Reduced 14.15%
$409B
$527 Million 0.11% of portfolio
3,046
Q3 2024 Reduced 14.03%
$0
$527 Million 0.11% of portfolio
6,337
Q2 2024 Reduced 0.39%
$60.7B
$477 Million 0.1% of portfolio
16,144
Q3 2024 Reduced 16.94%
$124B
$505 Million 0.1% of portfolio
6,304
Q3 2024 Added 4.46%
$1.42B
$479 Million 0.1% of portfolio
51,275
Q3 2024 Added 17.67%
$19.5B
$475 Million 0.1% of portfolio
5,825
Q3 2024 Reduced 17.49%
$113B
$500 Million 0.1% of portfolio
5,549
Q3 2024 Reduced 16.46%
$0
$474 Million 0.1% of portfolio
7,299
Q3 2024 Reduced 30.37%
$58.7B
$476 Million 0.1% of portfolio
7,755
Q3 2024 Reduced 2.9%
$4.71B
$486 Million 0.1% of portfolio
7,000
Q4 2023 New
$82.9B
$519 Million 0.1% of portfolio
14,187
Q3 2024 Reduced 17.58%
$0
$491 Million 0.1% of portfolio
9,924
Q3 2024 Reduced 29.31%
$22B
$507 Million 0.1% of portfolio
1,160
Q3 2024 Reduced 18.42%
$6.04B
$471 Million 0.1% of portfolio
4,210
Q3 2024 Reduced 15.14%
$34.9B
$497 Million 0.1% of portfolio
4,061
Q3 2024 Reduced 12.61%
$67.9B
$485 Million 0.1% of portfolio
5,875
Q3 2024 Reduced 13.58%
$5.61B
$480 Million 0.1% of portfolio
3,868
Q3 2024 Reduced 15.73%
$7.31B
$424 Million 0.09% of portfolio
3,047
Q3 2024 New
$164B
$466 Million 0.09% of portfolio
21,203
Q3 2024 Reduced 10.0%
$50.4B
$421 Million 0.09% of portfolio
4,102
Q3 2024 Reduced 15.04%

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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