Beverly Hills Private Wealth, LLC Reduced Holdings in Q3 2024

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
-5.04K
- 12.54%
$66.91 - $81.4 $337K - $411K
35.2K $2.84B
PGR
Progressive Corp

Financial Services
-2.19K
- 14.89%
$209.46 - $259.24 $458K - $567K
12.5K $3.17B
JNJ
Johnson & Johnson

Healthcare
-1.89K
- 6.72%
$145.48 - $167.38 $274K - $316K
26.2K $4.24B
BK
Bank Of New York Mellon Corp

Financial Services
-727
- 3.89%
$59.54 - $72.17 $43.3K - $52.5K
18K $1.29B
LOW
Lowes Companies Inc

Consumer Cyclical
-3.11K
- 15.4%
$213.3 - $270.78 $663K - $842K
17.1K $4.63B
RING
Ishares Inc Msci Global Gold M

ETFs
-689
- 1.71%
$27.51 - $34.67 $19K - $23.9K
39.6K $1.31B
VZ
Verizon Communications Inc

Communication Services
-4.98K
- 4.22%
$38.89 - $45.0 $194K - $224K
113K $5.08B
DEO
Diageo PLC

Consumer Defensive
-315
- 1.76%
$120.02 - $140.77 $37.8K - $44.3K
17.6K $2.46B
MCD
Mcdonalds Corp

Consumer Cyclical
-488
- 4.26%
$245.82 - $304.51 $120K - $149K
11K $3.34B
AAPL
Apple Inc.

Technology
-1.61K
- 1.38%
$207.23 - $234.82 $333K - $378K
115K $26.8B
Activity Summary
Buys All Purchases 115 New Holdings 21 Increased Positions 94 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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