Beverly Hills Private Wealth, LLC Sells in Q3 2024

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-7K
- 18.95%
$111.15 - $128.97 $778K - $903K
30K $3.4B
CVX
Chevron Corp

Energy
-5.12K
- 15.99%
$137.88 - $161.97 $705K - $829K
26.9K $3.96B
NVDA
Nvidia Corp

Technology
-5.36K
- 4.86%
$98.91 - $134.91 $530K - $723K
105K $12.7B
MSFT
Microsoft Corp

Technology
-191
- 0.42%
$395.15 - $467.56 $75.5K - $89.3K
45.3K $19.5B
Ftai Aviation LTD
-10.9K
- 43.53%
N/A
14.1K $1.87B
XOM
Exxon Mobil Corp

Energy
-6.03K
- 17.23%
$109.72 - $119.0 $661K - $717K
29K $3.39B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-16.2K
- 13.47%
$44.9 - $47.55 $727K - $770K
104K $4.91B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-24.2K
- 38.93%
$21.96 - $22.69 $532K - $550K
38K $861M
TXN
Texas Instruments Inc

Technology
-3.67K
- 15.73%
$194.6 - $194.6 $715K - $715K
19.7K $4.07B
MBB
Ishares Tr

ETFs
-5.31K
- 48.15%
$90.85 - $96.66 $483K - $513K
5.72K $548M
UPS
United Parcel Service Inc

Industrials
-3.07K
- 19.81%
$123.32 - $147.38 $379K - $452K
12.4K $1.69B
HON
Honeywell International Inc

Industrials
-1.3K
- 16.56%
$196.73 - $220.21 $256K - $286K
6.55K $1.35B
MSI
Motorola Solutions, Inc.

Technology
-1.75K
- 23.78%
$385.65 - $450.49 $676K - $790K
5.62K $2.53B
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
-22.4K
- 16.29%
$11.25 - $13.4 $252K - $300K
115K $1.48B
Linde PLC
-1.1K
- 15.91%
N/A
5.79K $2.76B
ETN
Eaton Corp PLC

Industrials
-1.18K
- 15.77%
$272.52 - $333.02 $322K - $393K
6.31K $2.09B
GOOGL
Alphabet Inc.

Communication Services
-363
- 3.06%
$148.65 - $191.18 $54K - $69.4K
11.5K $1.9B
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.77K
- 30.52%
$84.77 - $97.13 $235K - $269K
6.32K $605M
FIS
Fidelity National Information Services, Inc.

Technology
-6.11K
- 18.63%
$72.8 - $85.04 $444K - $519K
26.7K $2.23B
TTE
Total Energies Se

Energy
-3.04K
- 16.07%
$68.61 - $68.61 $208K - $208K
15.9K $1.03B
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.34K
- 19.86%
$247.34 - $300.11 $578K - $701K
9.43K $2.81B
ARCC
Ares Capital Corp

Financial Services
-10.9K
- 15.16%
$19.8 - $21.28 $217K - $233K
61.3K $1.28B
PFE
Pfizer Inc

Healthcare
-8.52K
- 22.62%
$27.7 - $31.39 $236K - $267K
29.2K $844M
CSCO
Cisco Systems, Inc.

Technology
-10.5K
- 16.56%
$44.74 - $53.22 $472K - $561K
53.1K $2.83B
FORM
Formfactor Inc

Technology
-1.5K
- 18.01%
$40.9 - $62.22 $61.1K - $93K
6.81K $313M
DIOD
Diodes Inc

Technology
-2.18K
- 39.22%
$58.65 - $85.82 $128K - $187K
3.38K $217M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.19K
- 28.57%
$162.64 - $179.3 $193K - $213K
2.97K $532M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.53K
- 14.81%
$107.93 - $120.23 $273K - $304K
14.5K $1.71B
FQAL
Fidelity Covington Tr Quality

ETFs
-3.18K
- 30.37%
$58.92 - $64.9 $188K - $207K
7.3K $474M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-4.12K
- 29.31%
$44.24 - $49.47 $182K - $204K
9.92K $491M
DELL
Dell Technologies Inc.

Technology
-729
- 17.4%
$87.89 - $145.97 $64.1K - $106K
3.46K $410M
ADI
Analog Devices Inc

Technology
-743
- 18.1%
$200.56 - $243.33 $149K - $181K
3.36K $774M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.21K
- 13.79%
$210.25 - $231.86 $255K - $281K
7.58K $1.69B
D
Dominion Energy, Inc

Utilities
-7.5K
- 23.1%
$48.01 - $58.53 $360K - $439K
25K $1.44B
LLY
Eli Lilly & CO

Healthcare
-125
- 6.77%
$772.14 - $960.02 $96.5K - $120K
1.72K $1.52B
Global X Fds
-1.44K
- 11.32%
N/A
11.3K $1.13B
EFG
Msci Eafe Growth ETF

ETFs
-1.61K
- 29.3%
$96.84 - $108.77 $156K - $176K
3.89K $419M
ABT
Abbott Laboratories

Healthcare
-2.86K
- 15.3%
$100.07 - $118.13 $286K - $337K
15.8K $1.8B
GBIL
Goldman Sachs Access Treasury

ETFs
-1.54K
- 1.87%
$99.7 - $100.3 $153K - $154K
80.6K $8.08B
MO
Altria Group, Inc.

Consumer Defensive
-7.02K
- 17.17%
$45.95 - $54.71 $323K - $384K
33.8K $1.73B
CINF
Cincinnati Financial Corp

Financial Services
-2.7K
- 20.48%
$115.7 - $138.2 $312K - $372K
10.5K $1.42B
SHEL
Shell PLC

Energy
-946
- 9.6%
$65.65 - $73.28 $62.1K - $69.3K
8.91K $588M
BAC
Bank Of America Corp

Financial Services
-3.02K
- 7.65%
$36.65 - $44.13 $111K - $133K
36.5K $1.45B
UNP
Union Pacific Corp

Industrials
-932
- 16.02%
$221.78 - $256.09 $207K - $239K
4.89K $1.2B
GATX
Gatx Corp

Industrials
-845
- 16.93%
$130.67 - $150.26 $110K - $127K
4.15K $549M
PAYX
Paychex Inc

Industrials
-3.04K
- 15.89%
$116.17 - $135.19 $354K - $411K
16.1K $2.16B
AROC
Archrock, Inc.

Energy
-5.28K
- 14.34%
$17.83 - $23.35 $94.2K - $123K
31.5K $638M
CRUS
Cirrus Logic, Inc.

Technology
-722
- 15.73%
$112.86 - $145.69 $81.5K - $105K
3.87K $480M
WWD
Woodward, Inc.

Industrials
-523
- 14.15%
$151.73 - $187.23 $79.4K - $97.9K
3.17K $544M
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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