Beverly Hills Private Wealth, LLC Incresed Positions in Q4 2024

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MET
Metlife Inc

Financial Services
902
+ 15.35%
$78.15 - $88.25 $70.5K - $79.6K
6.78K $555M
BDX
Becton Dickinson & CO

Healthcare
749
+ 9.58%
$220.02 - $243.75 $165K - $183K
8.57K $1.94B
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
9.59K
+ 6.97%
$20.38 - $21.75 $195K - $209K
147K $3.03B
SPY
Spdr S&P 500 ETF Trust

ETFs
78
+ 17.22%
$567.81 - $607.81 $44.3K - $47.4K
531 $311M
ADP
Automatic Data Processing Inc

Industrials
110
+ 12.81%
$280.08 - $307.97 $30.8K - $33.9K
969 $284M
PNC
Pnc Financial Services Group, Inc.

Financial Services
156
+ 9.77%
$178.39 - $215.0 $27.8K - $33.5K
1.75K $338M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.63%
$873.59 - $994.69 $6.12K - $6.96K
1.12K $1.03B
D
Dominion Energy, Inc

Utilities
2.54K
+ 10.16%
$52.63 - $60.92 $133K - $154K
27.5K $1.48B
RING
Ishares Inc Msci Global Gold M

ETFs
8.19K
+ 20.68%
$27.93 - $36.45 $229K - $298K
47.8K $1.34B
SU
Suncor Energy Inc

Energy
3.39K
+ 4.75%
$34.5 - $41.53 $117K - $141K
74.7K $2.66B
BSX
Boston Scientific Corp

Healthcare
80
+ 2.79%
$83.62 - $91.5 $6.69K - $7.32K
2.95K $264M
SAP
Sap Se

Technology
13
+ 1.16%
$218.13 - $255.54 $2.84K - $3.32K
1.13K $279M
RLJ
Rlj Lodging Trust

Real Estate
76
+ 0.73%
$8.77 - $10.68 $667 - $812
10.5K $107M
Lazard Inc
108
+ 2.3%
N/A
4.81K $248M
SHV
Ishares Tr

ETFs
134
+ 1.58%
$109.92 - $110.57 $14.7K - $14.8K
8.6K $947M
MWA
Mueller Water Products, Inc.

Industrials
28
+ 0.27%
$21.37 - $25.97 $598 - $727
10.2K $230M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
254
+ 2.4%
$11.34 - $12.27 $2.88K - $3.12K
10.8K $129M
CVE
Cenovus Energy Inc.

Energy
14K
+ 10.74%
$14.35 - $18.36 $200K - $256K
144K $2.18B
AVEM
American Centy ETF Tr Avantis

ETFs
483
+ 12.39%
$58.59 - $66.14 $28.3K - $31.9K
4.38K $258M
ORCL
Oracle Corp

Technology
134
+ 2.9%
$165.41 - $192.43 $22.2K - $25.8K
4.75K $792M
OMC
Omnicom Group Inc.

Communication Services
484
+ 22.68%
$85.82 - $105.47 $41.5K - $51K
2.62K $225M
BHR
Braemar Hotels & Resorts Inc.

Real Estate
168
+ 1.56%
$2.76 - $3.76 $464 - $632
10.9K $32.8M
CNMD
Conmed Corp

Healthcare
168
+ 4.67%
$61.81 - $77.54 $10.4K - $13K
3.76K $257M
HD
Home Depot, Inc.

Consumer Cyclical
61
+ 3.99%
$385.02 - $431.37 $23.5K - $26.3K
1.59K $619M
PAA
Plains All American Pipeline LP

Energy
113
+ 1.11%
$16.27 - $18.67 $1.84K - $2.11K
10.3K $176M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
1.2K
+ 4.41%
N/A
28.4K $108M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
12
+ 0.68%
$131.66 - $144.0 $1.58K - $1.73K
1.78K $236M
EPRPRE
Epr Pptys Pfd Conv Ser E 9.00%
427
+ 4.32%
N/A
10.3K $281M
Cenovus Energy Inc
626
+ 2.48%
N/A
25.9K $274M
MSM
Msc Industrial Direct CO Inc

Industrials
167
+ 4.88%
$73.09 - $90.18 $12.2K - $15.1K
3.59K $268M
KMB
Kimberly Clark Corp

Consumer Defensive
3
+ 0.11%
$130.37 - $146.09 $391 - $438
2.86K $375M
PDI
Pimco Dynamic Income Fund

Financial Services
70
+ 0.39%
$18.33 - $20.85 $1.28K - $1.46K
18K $330M
HSY
Hershey CO

Consumer Defensive
4
+ 0.26%
$168.67 - $193.65 $675 - $775
1.56K $264M
PZZA
Papa Johns International Inc

Consumer Cyclical
886
+ 15.66%
$38.91 - $58.21 $34.5K - $51.6K
6.54K $269M
VICI
Vici Properties Inc.

Real Estate
203
+ 1.98%
$28.27 - $33.19 $5.74K - $6.74K
10.4K $305M
KO
Coca Cola CO

Consumer Defensive
230
+ 4.33%
$61.74 - $71.71 $14.2K - $16.5K
5.54K $345M
TU
Telus Corp

Communication Services
1.9K
+ 9.7%
$13.45 - $16.78 $25.6K - $31.9K
21.5K $291M
IEFA
Ishares Tr

ETFs
500
+ 5.26%
$70.06 - $77.43 $35K - $38.7K
10K $703M
PSA
Public Storage

Real Estate
7
+ 0.91%
$289.33 - $360.21 $2.03K - $2.52K
778 $233M
INDA
Ishares Msci India Index Fund

ETFs
70
+ 0.75%
$52.64 - $58.16 $3.68K - $4.07K
9.4K $495M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
264
+ 2.77%
$53.86 - $60.27 $14.2K - $15.9K
9.81K $529M
LYB
Lyondell Basell Industries N.V.

Basic Materials
102
+ 3.18%
$72.97 - $96.75 $7.44K - $9.87K
3.31K $245M
CAT
Caterpillar Inc

Industrials
10
+ 0.41%
$360.37 - $416.88 $3.6K - $4.17K
2.45K $889M
DOW
Dow Inc.

Basic Materials
91
+ 1.47%
$39.1 - $55.34 $3.56K - $5.04K
6.3K $253M
QCOM
Qualcomm Inc

Technology
51
+ 0.85%
$150.4 - $178.04 $7.67K - $9.08K
6.06K $931M
ZTS
Zoetis Inc.

Healthcare
480
+ 7.71%
$162.24 - $194.42 $77.9K - $93.3K
6.71K $1.09B
KLAC
Kla Corp

Technology
137
+ 9.04%
$614.46 - $829.55 $84.2K - $114K
1.65K $1.04B
HPQ
Hp Inc

Technology
384
+ 0.85%
$32.46 - $39.3 $12.5K - $15.1K
45.7K $1.49B
AMAT
Applied Materials Inc

Technology
426
+ 7.92%
$161.44 - $213.89 $68.8K - $91.1K
5.81K $944M
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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