Beverly Hills Private Wealth, LLC Sells in Q2 2024

Beverly Hills Private Wealth, LLC

  • $460 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
-654
- 3.14%
$214.27 - $249.28 $140K - $163K
20.2K $4.45B
MRK
Merck & Co., Inc.

Healthcare
-2.55K
- 6.46%
$123.8 - $132.96 $316K - $339K
37K $4.57B
SBUX
Starbucks Corp

Consumer Cyclical
-1.32K
- 3.62%
$72.5 - $91.53 $95.6K - $121K
35.1K $2.74B
Gsk PLC
-11.6K
- 47.16%
N/A
12.9K $498M
FAST
Fastenal CO

Industrials
-463
- 1.36%
$62.84 - $76.63 $29.1K - $35.5K
33.6K $2.11B
Linde PLC
-730
- 9.58%
N/A
6.89K $3.02B
NSC
Norfolk Southern Corp

Industrials
-20
- 0.17%
$209.9 - $253.39 $4.2K - $5.07K
11.5K $2.46B
MCD
Mcdonalds Corp

Consumer Cyclical
-510
- 4.27%
$249.37 - $280.22 $127K - $143K
11.4K $2.92B
ACN
Accenture PLC

Technology
-449
- 6.19%
$281.76 - $339.17 $127K - $152K
6.81K $2.07B
JBBB
Janus Detroit Str Tr Henderson

ETFs
-9.16K
- 32.71%
$48.66 - $49.26 $446K - $451K
18.9K $927M
ETN
Eaton Corp PLC

Industrials
-1.4K
- 15.72%
$303.02 - $340.89 $423K - $476K
7.49K $2.35B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-8.44K
- 7.27%
$50.49 - $50.93 $426K - $430K
108K $5.48B
PLD
Prologis, Inc.

Real Estate
-824
- 4.79%
$101.88 - $127.92 $83.9K - $105K
16.4K $1.84B
JNJ
Johnson & Johnson

Healthcare
-318
- 1.12%
$144.38 - $157.78 $45.9K - $50.2K
28.1K $4.1B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-7.35K
- 50.25%
$50.57 - $50.75 $371K - $373K
7.27K $369M
ABBV
Abb Vie Inc.

Healthcare
-986
- 5.82%
$154.79 - $180.76 $153K - $178K
15.9K $2.74B
NOC
Northrop Grumman Corp

Industrials
-196
- 3.2%
$423.42 - $488.06 $83K - $95.7K
5.93K $2.58B
VST
Vistra Corp.

Utilities
-6.47K
- 43.94%
$65.66 - $106.2 $424K - $687K
8.25K $709M
MA
Mastercard Inc

Financial Services
-257
- 5.16%
$441.1 - $479.43 $113K - $123K
4.72K $2.08B
HD
Home Depot, Inc.

Consumer Cyclical
-651
- 28.28%
$325.1 - $368.03 $212K - $240K
1.65K $568M
ABT
Abbott Laboratories

Healthcare
-1.01K
- 5.14%
$100.73 - $112.44 $102K - $114K
18.7K $1.94B
UPS
United Parcel Service Inc

Industrials
-747
- 4.6%
$134.2 - $152.27 $100K - $114K
15.5K $2.12B
CSCO
Cisco Systems, Inc.

Technology
-2.62K
- 3.95%
$45.52 - $50.04 $119K - $131K
63.7K $3.02B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-12.3K
- 16.49%
$21.83 - $22.09 $268K - $272K
62.3K $1.37B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.63K
- 24.81%
$44.3 - $45.58 $250K - $257K
17.1K $772M
CCI
Crown Castle International Corp

Real Estate
-1.06K
- 6.04%
$93.05 - $104.26 $98.4K - $110K
16.5K $1.61B
UNP
Union Pacific Corp

Industrials
-503
- 7.96%
$221.38 - $247.4 $111K - $124K
5.82K $1.32B
DIS
Walt Disney CO

Communication Services
-1.28K
- 28.79%
$99.29 - $122.82 $127K - $157K
3.16K $313M
HON
Honeywell International Inc

Industrials
-1.3K
- 14.18%
$190.36 - $215.89 $247K - $280K
7.85K $1.68B
EFV
Msci Eafe Value ETF

ETFs
-3.3K
- 43.39%
$52.34 - $56.41 $173K - $186K
4.3K $228M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-3.68K
- 9.62%
$50.08 - $50.37 $184K - $185K
34.5K $1.74B
INTC
Intel Corp

Technology
-1.35K
- 13.37%
$29.85 - $44.52 $40.4K - $60.2K
8.77K $272M
TTE
Total Energies Se

Energy
-1.86K
- 8.94%
$65.76 - $74.56 $122K - $138K
18.9K $1.26B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-966
- 4.23%
$65.44 - $71.94 $63.2K - $69.5K
21.9K $1.43B
CRL
Charles River Laboratories International, Inc.

Healthcare
-26
- 1.09%
$206.39 - $268.73 $5.37K - $6.99K
2.37K $489M
NGG
National Grid PLC

Utilities
-452
- 4.07%
$55.5 - $73.31 $25.1K - $33.1K
10.7K $606M
MDT
Medtronic PLC

Healthcare
-1.08K
- 14.02%
$78.71 - $87.02 $85.2K - $94.2K
6.64K $523M
IBM
International Business Machines Corp

Technology
-290
- 5.27%
$164.43 - $190.9 $47.7K - $55.4K
5.22K $902M
CVX
Chevron Corp

Energy
-664
- 2.03%
$152.57 - $166.33 $101K - $110K
32K $5B
TRV
Travelers Companies, Inc.

Financial Services
-296
- 9.23%
$203.34 - $230.89 $60.2K - $68.3K
2.91K $592M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-6.01K
- 32.49%
$23.85 - $23.98 $143K - $144K
12.5K $299M
WEC
Wec Energy Group, Inc.

Utilities
-748
- 3.36%
$77.8 - $85.58 $58.2K - $64K
21.5K $1.69B
PZZA
Papa Johns International Inc

Consumer Cyclical
-215
- 3.32%
$46.46 - $67.99 $9.99K - $14.6K
6.26K $294M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-803
- 9.24%
$66.29 - $78.45 $53.2K - $63K
7.89K $555M
ALB
Albemarle Corp

Basic Materials
-153
- 4.64%
$92.77 - $135.46 $14.2K - $20.7K
3.15K $301M
ON
On Semiconductor Corp

Technology
-1.23K
- 12.52%
$60.65 - $76.29 $74.4K - $93.6K
8.57K $588M
PAYX
Paychex Inc

Industrials
-407
- 2.08%
$117.39 - $126.98 $47.8K - $51.7K
19.1K $2.27B
CF
Cf Industries Holdings, Inc.

Basic Materials
-549
- 5.61%
$72.95 - $86.18 $40K - $47.3K
9.24K $685M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-20.2K
- 8.05%
$9.37 - $10.56 $189K - $213K
230K $2.38B
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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