Beverly Hills Private Wealth, LLC Purchases in Q2 2024

Beverly Hills Private Wealth, LLC

  • $460 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
98.6K
+ 851.63%
$118.11 - $1224.4 $11.6M - $121M
110K $13.6B
VGIT
Vanguard Intermediate Term Tre

ETFs
44.4K
+ 451.22%
$57.14 - $58.53 $2.54M - $2.6M
54.3K $3.16B
VGSH
Vanguard

ETFs
42.2K
+ 48.23%
$57.55 - $58.0 $2.43M - $2.44M
130K $7.51B
PM
Philip Morris International Inc.

Consumer Defensive
12K
+ 22.02%
$88.6 - $104.24 $1.07M - $1.26M
66.7K $6.76B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6K
+ 32.53%
$127.7 - $179.69 $766K - $1.08M
24.4K $4.25B
CBH
Virtus Allianz Gi Convertible & Income 2024 Target Term Fund

Financial Services
180K
+ 224.15%
$8.75 - $9.01 $1.58M - $1.63M
261K $2.35B
AMZN
Amazon Com Inc

Consumer Cyclical
5.05K
+ 12.41%
$173.67 - $197.85 $877K - $999K
45.7K $8.84B
GOOG
Alphabet Inc.

Communication Services
4.92K
+ 26.78%
$151.94 - $186.86 $747K - $918K
23.3K $4.27B
Global X Fds
12.7K
New
N/A
12.7K $1.28B
GBIL
Goldman Sachs Access Treasury

ETFs
12.1K
+ 17.25%
$99.66 - $100.12 $1.2M - $1.21M
82.1K $8.22B
VZ
Verizon Communications Inc

Communication Services
24.6K
+ 26.29%
$38.6 - $42.84 $950K - $1.05M
118K $4.87B
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
45.7K
+ 74.54%
$20.28 - $20.89 $926K - $954K
107K $2.22B
NVO
Novo Nordisk A S

Healthcare
4.08K
+ 19.85%
$122.71 - $146.91 $501K - $600K
24.6K $3.52B
ELV
Elevance Health, Inc.

Healthcare
1.35K
+ 22.08%
$497.49 - $547.8 $670K - $737K
7.44K $4.03B
JPM
Jpmorgan Chase & CO

Financial Services
3.26K
+ 7.85%
$180.08 - $204.79 $587K - $668K
44.8K $9.06B
SF
Stifel Financial Corp

Financial Services
7.6K
+ 62.3%
$74.35 - $84.15 $565K - $639K
19.8K $1.67B
SU
Suncor Energy Inc

Energy
16.7K
+ 58.52%
$36.37 - $41.05 $609K - $687K
45.3K $1.73B
NWS
News Corp New Cl B Com Stk (De

Communication Services
20.9K
+ 48.66%
$24.54 - $28.72 $513K - $600K
63.9K $1.81B
ACI
Albertsons Companies, Inc.

Consumer Defensive
37.5K
+ 62.04%
$19.56 - $21.3 $733K - $798K
97.8K $1.93B
CVE
Cenovus Energy Inc.

Energy
32.6K
+ 69.13%
$18.24 - $21.8 $595K - $711K
79.8K $1.57B
V
Visa Inc.

Financial Services
2.68K
+ 48.25%
$262.47 - $281.5 $703K - $754K
8.23K $2.16B
GOOGL
Alphabet Inc.

Communication Services
1.55K
+ 15.07%
$150.53 - $185.41 $233K - $288K
11.8K $2.16B
AON
Aon PLC

Financial Services
2.04K
New
$275.82 - $329.64 $562K - $671K
2.04K $598M
PHG
Koninklijke Philips Nv

Healthcare
17K
+ 62.63%
$19.83 - $27.98 $336K - $474K
44K $1.11B
DCF
Bny Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc.

N/A
61.8K
+ 217.57%
$8.46 - $8.85 $523K - $547K
90.3K $799M
CBL
Cbl & Associates Properties Inc

Real Estate
22.3K
+ 67.64%
$21.0 - $23.38 $468K - $521K
55.2K $1.29B
KR
Kroger CO

Consumer Defensive
14.1K
+ 54.94%
$49.37 - $57.82 $695K - $814K
39.7K $1.98B
HPQ
Hp Inc

Technology
12.9K
+ 100.49%
$27.62 - $38.36 $355K - $493K
25.7K $899M
AVB
Avalonbay Communities Inc

Real Estate
2.09K
+ 69.27%
$178.98 - $206.89 $373K - $431K
5.1K $1.05B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10.9K
+ 10.01%
$44.15 - $45.75 $483K - $501K
120K $5.46B
BK
Bank Of New York Mellon Corp

Financial Services
7.11K
+ 61.39%
$54.0 - $60.74 $384K - $432K
18.7K $1.12B
OPY
Oppenheimer Holdings Inc

Financial Services
7.09K
+ 55.61%
$37.19 - $47.91 $264K - $340K
19.9K $951M
PEP
Pepsico Inc

Consumer Defensive
3.77K
+ 20.98%
$163.33 - $183.11 $615K - $690K
21.7K $3.58B
AIV
Apartment Investment & Management CO

Real Estate
51.5K
+ 45.91%
$7.76 - $8.4 $400K - $433K
164K $1.36B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.83K
+ 8.12%
$396.73 - $420.24 $724K - $767K
24.3K $9.88B
MS
Morgan Stanley

Financial Services
3.99K
+ 27.77%
$86.19 - $101.53 $344K - $405K
18.4K $1.79B
ENVX
Enovix Corp

Industrials
12.5K
+ 40.23%
$5.84 - $16.26 $73K - $203K
43.6K $674M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5.84K
+ 75.13%
$68.82 - $88.54 $402K - $517K
13.6K $981M
UNH
Unitedhealth Group Inc

Healthcare
557
+ 6.43%
$439.2 - $524.63 $245K - $292K
9.22K $4.69B
EPPRC
El Paso Enr Cp Tsti 4.75%
8.8K
+ 44.54%
N/A
28.5K $1.35B
AER
Aer Cap Holdings N.V.

Industrials
3.79K
+ 50.7%
$82.5 - $96.91 $313K - $367K
11.3K $1.05B
VMI
Valmont Industries Inc

Industrials
1.45K
New
$204.8 - $276.46 $298K - $402K
1.45K $399M
BDX
Becton Dickinson & CO

Healthcare
1.81K
+ 53.92%
$225.07 - $246.17 $407K - $445K
5.16K $1.21B
PKG
Packaging Corp Of America

Consumer Cyclical
2.54K
+ 19.98%
$170.88 - $190.71 $435K - $485K
15.3K $2.79B
GM
General Motors CO

Consumer Cyclical
7.42K
+ 46.56%
$42.37 - $48.86 $314K - $363K
23.4K $1.09B
MCK
Mckesson Corp

Healthcare
516
+ 48.0%
$518.81 - $607.81 $268K - $314K
1.59K $929M
SCHW
Schwab Charles Corp

Financial Services
3.33K
+ 4.81%
$70.03 - $78.9 $233K - $262K
72.4K $5.34B
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
30K
+ 105.18%
$10.64 - $11.03 $319K - $331K
58.5K $641M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.79K
+ 44.27%
$79.31 - $93.31 $221K - $260K
9.09K $841M
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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