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
$144B
$246 Million 0.05% of portfolio
24,138
Q3 2024 Reduced 21.25%
$2.15B
$258 Million 0.05% of portfolio
3,594
Q3 2024 Reduced 17.32%
Lazard Inc
-
$237 Million 0.05% of portfolio
-
Q3 2024 Reduced 18.09%
$96.3B
$231 Million 0.05% of portfolio
605
Q3 2024 New
$5.21B
$236 Million 0.05% of portfolio
2,669
Q3 2024 New
$0
$241 Million 0.05% of portfolio
1,653
Q3 2024 Reduced 27.47%
$275B
$257 Million 0.05% of portfolio
1,121
Q3 2024 Reduced 19.58%
$8.54B
$259 Million 0.05% of portfolio
3,583
Q3 2024 Reduced 17.23%
$5.86B
$235 Million 0.05% of portfolio
23,088
Q3 2024 Reduced 20.15%
$129B
$241 Million 0.05% of portfolio
2,871
Q3 2024 Reduced 2.15%
$59.1B
$189 Million 0.04% of portfolio
10,383
Q3 2024 Reduced 22.6%
$47.9B
$200 Million 0.04% of portfolio
4,505
Q3 2024 Reduced 18.97%
$3.89B
$221 Million 0.04% of portfolio
10,200
Q3 2024 Added 0.31%
$95.8B
$185 Million 0.04% of portfolio
14,632
Q3 2024 Reduced 20.81%
$10.7B
$218 Million 0.04% of portfolio
6,124
Q3 2024 Reduced 3.59%
$0
$204 Million 0.04% of portfolio
6,693
Q3 2024 New
$92.4B
$204 Million 0.04% of portfolio
2,304
Q3 2024 New
$27.4B
$175 Million 0.04% of portfolio
15,215
Q3 2024 Reduced 19.98%
$63.4B
$205 Million 0.04% of portfolio
2,276
Q3 2024 Reduced 19.63%
$20.2B
$221 Million 0.04% of portfolio
2,134
Q3 2024 Reduced 18.77%
$41.3B
$213 Million 0.04% of portfolio
1,854
Q2 2024 Reduced 2.83%
$52.5B
$193 Million 0.04% of portfolio
15,902
Q3 2024 New
$5.47B
$210 Million 0.04% of portfolio
7,032
Q3 2024 New
$2.53B
$217 Million 0.04% of portfolio
3,380
Q3 2024 Reduced 39.22%
$12.3B
$177 Million 0.04% of portfolio
10,202
Q3 2024 Added 1.09%
$17.9B
$142 Million 0.03% of portfolio
27,212
Q3 2024 Reduced 24.0%
$19.4B
$142 Million 0.03% of portfolio
11,791
Q3 2024 Reduced 22.54%
$508M
$134 Million 0.03% of portfolio
16,434
Q3 2024 Added 3.06%
$768M
$124 Million 0.03% of portfolio
27,200
Q3 2024 New
$20.9B
$170 Million 0.03% of portfolio
17,424
Q3 2024 Reduced 21.5%
Aegon LTD
-
$142 Million 0.03% of portfolio
-
Q3 2024 Reduced 22.16%
$0
$123 Million 0.02% of portfolio
10,566
Q3 2024 Added 2.47%
$1.56B
$95.8 Million 0.02% of portfolio
10,439
Q3 2024 Added 1.01%
$383M
$67.9 Million 0.01% of portfolio
12,721
Q3 2024 New
$234M
$33.2 Million 0.01% of portfolio
10,758
Q3 2024 Added 1.37%
$124M
$18.1 Million 0.0% of portfolio
10,000
Q4 2022 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
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