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
$87.6B
$370 Million 0.07% of portfolio
3,209
Q3 2024 Reduced 21.43%
$7.6B
$341 Million 0.07% of portfolio
1,288
Q3 2024 Reduced 17.28%
$1.23B
$352 Million 0.07% of portfolio
12,856
Q3 2024 Reduced 17.84%
$0
$356 Million 0.07% of portfolio
729
Q4 2023 New
$15.4B
$359 Million 0.07% of portfolio
31,652
Q3 2024 Reduced 15.36%
$61.3B
$323 Million 0.07% of portfolio
7,557
Q3 2024 Reduced 13.28%
$2.78B
$330 Million 0.07% of portfolio
3,747
Q3 2024 Reduced 17.52%
$4.93B
$366 Million 0.07% of portfolio
5,925
Q3 2024 Reduced 16.56%
$7.26B
$364 Million 0.07% of portfolio
1,257
Q3 2024 Reduced 13.55%
$4.25B
$281 Million 0.06% of portfolio
3,549
Q3 2024 Added 0.2%
$8.5B
$306 Million 0.06% of portfolio
7,264
Q3 2024 Reduced 21.15%
$7.8B
$287 Million 0.06% of portfolio
7,904
Q3 2024 Reduced 16.87%
$4.87B
$316 Million 0.06% of portfolio
5,783
Q3 2024 Reduced 18.99%
$5.23B
$293 Million 0.06% of portfolio
4,617
Q3 2024 Reduced 16.13%
$0
$274 Million 0.06% of portfolio
1,389
Q3 2024 Reduced 29.81%
$56B
$290 Million 0.06% of portfolio
1,862
Q3 2024 Reduced 21.27%
-
$303 Million 0.06% of portfolio
-
Q3 2024 New
$2.71B
$274 Million 0.06% of portfolio
9,030
Q3 2024 Reduced 18.64%
$1.67B
$305 Million 0.06% of portfolio
5,657
Q3 2024 Reduced 9.56%
$132B
$315 Million 0.06% of portfolio
5,032
Q3 2024 Reduced 3.27%
$75.4B
$313 Million 0.06% of portfolio
6,855
Q3 2024 Reduced 13.55%
$3.06B
$313 Million 0.06% of portfolio
6,808
Q3 2024 Reduced 18.01%
$3.84B
$295 Million 0.06% of portfolio
3,425
Q3 2024 Reduced 19.56%
$48.4B
$303 Million 0.06% of portfolio
2,015
Q2 2024 Added 0.2%
$33.5B
$292 Million 0.06% of portfolio
3,875
Q3 2024 Reduced 14.67%
$26.9B
$307 Million 0.06% of portfolio
3,203
Q3 2024 Added 0.79%
$82.4B
$295 Million 0.06% of portfolio
1,596
Q3 2024 Reduced 17.82%
Cenovus Energy Inc
-
$298 Million 0.06% of portfolio
-
Q3 2024 Added 1.42%
$393B
$282 Million 0.06% of portfolio
397
Q3 2024 Reduced 10.79%
$58.4B
$280 Million 0.06% of portfolio
771
Q2 2024 Reduced 0.13%
$26.8B
$321 Million 0.06% of portfolio
2,603
Q3 2024 Reduced 18.38%
$25.6B
$298 Million 0.06% of portfolio
1,554
Q3 2024 Added 0.26%
$86.5B
$284 Million 0.06% of portfolio
5,974
Q3 2024 Reduced 18.58%
$0
$252 Million 0.05% of portfolio
1,771
Q3 2024 Added 0.45%
$262B
$252 Million 0.05% of portfolio
302
Q3 2024 Added 2.37%
$0
$252 Million 0.05% of portfolio
3,898
Q3 2024 New
$237B
$245 Million 0.05% of portfolio
1,373
Q3 2024 Reduced 13.7%
$17B
$228 Million 0.05% of portfolio
1,920
Q3 2024 New
$71.5B
$265 Million 0.05% of portfolio
5,805
Q3 2024 Reduced 31.58%
$12.8B
$252 Million 0.05% of portfolio
2,662
Q3 2024 Reduced 15.38%
$124B
$238 Million 0.05% of portfolio
859
Q3 2024 New
$58.7B
$237 Million 0.05% of portfolio
21,886
Q3 2024 Reduced 18.83%
$0
$260 Million 0.05% of portfolio
453
Q3 2024 Added 1.57%
$39.4B
$256 Million 0.05% of portfolio
1,453
Q3 2024 Reduced 14.13%
$3.17B
$229 Million 0.05% of portfolio
12,137
Q3 2024 Reduced 14.36%
$23.6B
$254 Million 0.05% of portfolio
6,169
Q3 2024 Reduced 12.36%
$4.56B
$243 Million 0.05% of portfolio
4,052
Q3 2024 Reduced 19.4%
$30.7B
$263 Million 0.05% of portfolio
1,998
Q3 2024 Reduced 14.14%
$865M
$261 Million 0.05% of portfolio
15,000
Q3 2024 Reduced 15.25%

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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