Beverly Hills Private Wealth, LLC Portfolio Holdings
Beverly Hills Private Wealth, LLC
- $460 Billion
- Q2 2024
Beverly Hills Private Wealth, LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $460 Billion distributed in 1083 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.6B, Microsoft Corp with a value of $20.3B, Nvidia Corp with a value of $13.6B, Berkshire Hathaway Inc Class B with a value of $9.88B, and Jpmorgan Chase & CO with a value of $9.06B.
Examining the 13F form we can see an increase of $27.2B in the current position value, from $433B to 460B.
Beverly Hills Private Wealth, LLC is based out at Beverly Hills, CA
Below you can find more details about Beverly Hills Private Wealth, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 1,083
- Current Value $460 Billion
- Prior Value $433 Billion
- Filing
- Period Q2 2024
- Filing Date August 07, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 16 stocks
- Additional Purchases 118 stocks
- Sold out of 0 stocks
- Reduced holdings in 198 stocks