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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19B
$459 Million 0.09% of portfolio
1,584
Q3 2024 Reduced 17.11%
$169B
$444 Million 0.09% of portfolio
3,563
Q3 2024 Reduced 17.71%
Kenvue Inc
-
$456 Million 0.09% of portfolio
-
Q3 2024 Reduced 7.03%
$21.2B
$457 Million 0.09% of portfolio
6,337
Q3 2024 Reduced 19.65%
$67.2B
$431 Million 0.09% of portfolio
2,148
Q3 2024 Reduced 17.67%
$326B
$451 Million 0.09% of portfolio
1,649
Q3 2024 Reduced 2.77%
$0
$423 Million 0.09% of portfolio
7,346
Q3 2024 Added 70.72%
$123B
$407 Million 0.08% of portfolio
7,869
Q3 2024 Reduced 10.98%
$76.9B
$388 Million 0.08% of portfolio
1,286
Q3 2024 Reduced 11.19%
$7.32B
$395 Million 0.08% of portfolio
2,975
Q3 2024 Reduced 17.18%
$146B
$385 Million 0.08% of portfolio
1,067
Q3 2024 Added 7.56%
$12.5B
$383 Million 0.08% of portfolio
4,759
Q3 2024 Reduced 6.47%
$50.9B
$411 Million 0.08% of portfolio
1,270
Q3 2024 Reduced 14.19%
$29.8B
$385 Million 0.08% of portfolio
1,208
Q3 2024 Reduced 17.54%
$9.56B
$401 Million 0.08% of portfolio
2,035
Q3 2024 Reduced 14.03%
$272B
$382 Million 0.08% of portfolio
5,313
Q3 2024 Reduced 8.54%
$7.97B
$378 Million 0.08% of portfolio
1,130
Q3 2024 Reduced 15.29%
$34.7B
$410 Million 0.08% of portfolio
3,460
Q3 2024 Reduced 17.4%
$0
$372 Million 0.08% of portfolio
2,074
Q3 2024 Added 46.88%
$7.86B
$404 Million 0.08% of portfolio
1,925
Q3 2024 New
$12.2B
$400 Million 0.08% of portfolio
3,577
Q3 2024 Reduced 18.2%
$0
$419 Million 0.08% of portfolio
3,894
Q3 2024 Reduced 29.3%
$46.5B
$402 Million 0.08% of portfolio
689
Q2 2024 Reduced 7.64%
$46B
$407 Million 0.08% of portfolio
2,857
Q3 2024 Reduced 12.31%
$21.4B
$418 Million 0.08% of portfolio
9,203
Q3 2024 Reduced 13.95%
$0
$363 Million 0.07% of portfolio
17,920
Q3 2024 Added 0.57%
$23.6B
$358 Million 0.07% of portfolio
1,489
Q3 2024 Reduced 17.64%
$76.3B
$353 Million 0.07% of portfolio
3,231
Q3 2024 Reduced 14.34%
$4.93B
$355 Million 0.07% of portfolio
3,093
Q3 2024 Reduced 14.56%
$0
$335 Million 0.07% of portfolio
2,207
Q3 2024 Reduced 18.53%
$30.9B
$341 Million 0.07% of portfolio
10,239
Q3 2024 Added 15.27%
$17.7B
$334 Million 0.07% of portfolio
19,949
Q3 2024 Reduced 10.71%
$2.6B
$324 Million 0.07% of portfolio
21,466
Q3 2024 Added 6.45%
$0
$361 Million 0.07% of portfolio
11,215
Q3 2024 Reduced 14.17%
$35.1B
$323 Million 0.07% of portfolio
5,093
Q3 2024 Reduced 12.72%
$22B
$329 Million 0.07% of portfolio
19,591
Q3 2024 Reduced 18.14%
$194B
$330 Million 0.07% of portfolio
1,752
Q3 2024 Added 10.54%
$14.4B
$364 Million 0.07% of portfolio
3,602
Q3 2024 Reduced 18.12%
Qiagen Nv
-
$347 Million 0.07% of portfolio
-
Q3 2024 Reduced 12.9%
$0
$367 Million 0.07% of portfolio
7,202
Q3 2024 Reduced 0.96%
$41.3B
$366 Million 0.07% of portfolio
25,737
Q3 2024 Reduced 14.63%
$27.3B
$343 Million 0.07% of portfolio
16,782
Q3 2024 Reduced 16.1%
$92.2B
$368 Million 0.07% of portfolio
16,507
Q3 2024 Added 44.52%
$19.9B
$362 Million 0.07% of portfolio
2,203
Q3 2024 Reduced 17.37%
$208B
$347 Million 0.07% of portfolio
3,602
Q3 2024 Added 14.13%
$0
$369 Million 0.07% of portfolio
7,550
Q3 2024 New
$14.6B
$334 Million 0.07% of portfolio
15,727
Q3 2024 Reduced 22.07%
$144B
$367 Million 0.07% of portfolio
3,491
Q3 2024 Added 0.4%
$30.9B
$339 Million 0.07% of portfolio
6,205
Q3 2024 Reduced 10.35%

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
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