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.

Portfolio value $460 Billion
Technology: $103 Billion
Financial Services: $74.4 Billion
ETFs: $56.6 Billion
Healthcare: $41.6 Billion
Consumer Cyclical: $33.3 Billion
Industrials: $32.5 Billion
Consumer Defensive: $27.8 Billion
Communication Services: $26.2 Billion
Other: $50.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.76T
$24.6 Billion 5.34% of portfolio
116,625
Q2 2024 Reduced 0.82%
$3.22T
$20.3 Billion 4.41% of portfolio
45,453
Q2 2024 Reduced 1.21%
$352B
$13.6 Billion 2.96% of portfolio
110,189
Q2 2024 Added 851.63%
$592B
$9.88 Billion 2.15% of portfolio
24,297
Q2 2024 Added 8.12%
$654B
$9.06 Billion 1.97% of portfolio
44,791
Q2 2024 Added 7.85%
$1.94T
$8.84 Billion 1.92% of portfolio
45,734
Q2 2024 Added 12.41%
$0
$8.22 Billion 1.79% of portfolio
82,140
Q2 2024 Added 17.25%
$0
$7.51 Billion 1.63% of portfolio
129,538
Q2 2024 Added 48.23%
$204B
$6.76 Billion 1.47% of portfolio
66,738
Q2 2024 Added 22.02%
$72.6B
$6.76 Billion 1.47% of portfolio
4,210
Q2 2024 Reduced 8.38%
$0
$5.48 Billion 1.19% of portfolio
107,706
Q2 2024 Reduced 7.27%
$0
$5.46 Billion 1.19% of portfolio
120,214
Q2 2024 Added 10.01%
$131B
$5.34 Billion 1.16% of portfolio
72,420
Q2 2024 Added 4.81%
$185B
$5.06 Billion 1.1% of portfolio
129,126
Q2 2024 Added 12.5%
$291B
$5 Billion 1.09% of portfolio
31,986
Q2 2024 Reduced 2.03%
$174B
$4.87 Billion 1.06% of portfolio
118,191
Q2 2024 Added 26.29%
$1.33T
$4.55 Billion 0.99% of portfolio
9,025
Q2 2024 Added 21.91%
$263B
$4.57 Billion 0.99% of portfolio
36,953
Q2 2024 Reduced 6.46%
$177B
$4.54 Billion 0.99% of portfolio
23,357
Q2 2024 Reduced 18.37%
$163B
$4.45 Billion 0.97% of portfolio
20,191
Q2 2024 Reduced 3.14%
$1.04T
$4.27 Billion 0.93% of portfolio
23,266
Q2 2024 Added 26.78%
$1.02T
$4.25 Billion 0.92% of portfolio
24,437
Q2 2024 Added 32.53%
$419B
$4.1 Billion 0.89% of portfolio
28,052
Q2 2024 Reduced 1.12%
$98.8B
$4.03 Billion 0.88% of portfolio
7,443
Q2 2024 Added 22.08%
$0
$4.06 Billion 0.88% of portfolio
7,427
Q2 2024 Reduced 4.83%
$489B
$4.03 Billion 0.88% of portfolio
34,983
Q2 2024 Added 5.37%
$148B
$3.92 Billion 0.85% of portfolio
4,981
Q2 2024 Added 5.46%
$231B
$3.58 Billion 0.78% of portfolio
21,717
Q2 2024 Added 20.98%
$253B
$3.52 Billion 0.76% of portfolio
24,648
Q2 2024 Added 19.85%
$0
$3.16 Billion 0.69% of portfolio
54,279
Q2 2024 Added 451.22%
$69.9B
$3.04 Billion 0.66% of portfolio
11,761
Q2 2024 Added 2.88%
$229B
$3.02 Billion 0.66% of portfolio
63,662
Q2 2024 Reduced 3.95%
$141B
$3.05 Billion 0.66% of portfolio
14,677
Q2 2024 Added 0.01%
Linde PLC
-
$3.02 Billion 0.66% of portfolio
-
Q2 2024 Reduced 9.58%
$217B
$2.92 Billion 0.63% of portfolio
11,444
Q2 2024 Reduced 4.27%
$76.5B
$2.85 Billion 0.62% of portfolio
7,376
Q2 2024 Reduced 5.59%
$21.2B
$2.79 Billion 0.61% of portfolio
15,278
Q2 2024 Added 19.98%
$50.6B
$2.71 Billion 0.59% of portfolio
167,190
Q2 2024 Added 0.29%
$112B
$2.74 Billion 0.59% of portfolio
35,143
Q2 2024 Reduced 3.62%
$222B
$2.72 Billion 0.59% of portfolio
40,213
Q2 2024 Reduced 5.53%
$335B
$2.74 Billion 0.59% of portfolio
15,949
Q2 2024 Reduced 5.82%
Ftai Aviation LTD
-
$2.58 Billion 0.56% of portfolio
-
Q2 2024 Reduced 16.15%
$77.6B
$2.58 Billion 0.56% of portfolio
5,927
Q2 2024 Reduced 3.2%
$54.7B
$2.47 Billion 0.54% of portfolio
32,763
Q2 2024 Reduced 2.4%
$58.4B
$2.46 Billion 0.54% of portfolio
11,472
Q2 2024 Reduced 0.17%
$410B
$2.45 Billion 0.53% of portfolio
4
Q1 2024 Added 33.33%
$0
$2.38 Billion 0.52% of portfolio
230,194
Q2 2024 Reduced 8.05%
$0
$2.35 Billion 0.51% of portfolio
260,935
Q2 2024 Added 224.15%
$138B
$2.35 Billion 0.51% of portfolio
7,487
Q2 2024 Reduced 15.72%

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
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