Beverly Hills Private Wealth, LLC Portfolio Holdings

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q3 2024

Beverly Hills Private Wealth, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $495 Billion distributed in 1061 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.8B, Microsoft Corp with a value of $19.5B, Nvidia Corp with a value of $12.7B, Berkshire Hathaway Inc Class B with a value of $12B, and Amazon Com Inc with a value of $10.6B.

Examining the 13F form we can see an increase of $34.7B in the current position value, from $460B to 495B.

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.

Portfolio value $495 Billion
Technology: $103 Billion
Financial Services: $77.6 Billion
ETFs: $64.7 Billion
Healthcare: $43.1 Billion
Consumer Cyclical: $38.8 Billion
Consumer Defensive: $32.3 Billion
Industrials: $32.2 Billion
Communication Services: $30.6 Billion
Other: $53.5 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.4 Billion 2.09% of portfolio
175,566
Q3 2024 Added 35.53%
$0
$8.08 Billion 1.63% of portfolio
80,604
Q3 2024 Reduced 1.87%
$0
$6.92 Billion 1.4% of portfolio
114,563
Q3 2024 Added 111.06%
$0
$6.54 Billion 1.32% of portfolio
128,569
Q3 2024 Added 19.37%
$0
$4.91 Billion 0.99% of portfolio
104,020
Q3 2024 Reduced 13.47%
$0
$4.01 Billion 0.81% of portfolio
6,954
Q3 2024 Reduced 6.37%
$0
$2.63 Billion 0.53% of portfolio
58,611
Q3 2024 New
$0
$2.49 Billion 0.5% of portfolio
49,154
Q3 2024 Added 42.4%
$0
$2.09 Billion 0.42% of portfolio
52,573
Q3 2024 Added 11.72%
$0
$1.31 Billion 0.26% of portfolio
39,595
Q3 2024 Reduced 1.71%
$0
$1.12 Billion 0.23% of portfolio
29,268
Q3 2024 Reduced 2.6%
$0
$1.09 Billion 0.22% of portfolio
34,288
Q3 2023 Reduced 50.0%
$0
$936 Million 0.19% of portfolio
8,464
Q3 2024 Added 1.28%
$0
$861 Million 0.17% of portfolio
38,028
Q3 2024 Reduced 38.93%
$0
$741 Million 0.15% of portfolio
9,499
Q3 2024 Added 6.92%
$0
$751 Million 0.15% of portfolio
15,942
Q3 2024 Reduced 6.59%
$0
$605 Million 0.12% of portfolio
6,315
Q3 2024 Reduced 30.52%
$0
$581 Million 0.12% of portfolio
9,541
Q3 2024 Added 8.62%
$0
$525 Million 0.11% of portfolio
1,853
Q3 2023 Added 0.38%
$0
$532 Million 0.11% of portfolio
2,965
Q3 2024 Reduced 28.57%
$0
$546 Million 0.11% of portfolio
9,325
Q3 2024 Added 22.3%
$0
$548 Million 0.11% of portfolio
5,720
Q3 2024 Reduced 48.15%
$0
$527 Million 0.11% of portfolio
6,337
Q2 2024 Reduced 0.39%
$0
$474 Million 0.1% of portfolio
7,299
Q3 2024 Reduced 30.37%
$0
$491 Million 0.1% of portfolio
9,924
Q3 2024 Reduced 29.31%
$0
$423 Million 0.09% of portfolio
7,346
Q3 2024 Added 70.72%
$0
$372 Million 0.08% of portfolio
2,074
Q3 2024 Added 46.88%
$0
$419 Million 0.08% of portfolio
3,894
Q3 2024 Reduced 29.3%
$0
$335 Million 0.07% of portfolio
2,207
Q3 2024 Reduced 18.53%
$0
$361 Million 0.07% of portfolio
11,215
Q3 2024 Reduced 14.17%
$0
$367 Million 0.07% of portfolio
7,202
Q3 2024 Reduced 0.96%
$0
$369 Million 0.07% of portfolio
7,550
Q3 2024 New
$0
$356 Million 0.07% of portfolio
729
Q4 2023 New
$0
$274 Million 0.06% of portfolio
1,389
Q3 2024 Reduced 29.81%
$0
$252 Million 0.05% of portfolio
1,771
Q3 2024 Added 0.45%
$0
$252 Million 0.05% of portfolio
3,898
Q3 2024 New
$0
$260 Million 0.05% of portfolio
453
Q3 2024 Added 1.57%
$0
$241 Million 0.05% of portfolio
1,653
Q3 2024 Reduced 27.47%
$0
$204 Million 0.04% of portfolio
6,693
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,061
  • Current Value $495 Billion
  • Prior Value $460 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 210 stocks
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email