Beverly Hills Private Wealth, LLC Purchases in Q3 2024

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
60.3K
+ 111.06%
$57.8 - $60.8 $3.48M - $3.67M
115K $6.92B
VGSH
Vanguard

ETFs
46K
+ 35.53%
$57.74 - $59.13 $2.66M - $2.72M
176K $10.4B
Smurfit Westrock PLC
55.6K
New
N/A
55.6K $2.75B
META
Meta Platforms, Inc.

Communication Services
3.57K
+ 39.52%
$453.41 - $572.44 $1.62M - $2.04M
12.6K $7.21B
GNMA
Ishares Gnma Bond ETF

ETFs
58.6K
New
$42.68 - $45.25 $2.5M - $2.65M
58.6K $2.63B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.78K
+ 7.33%
$405.19 - $478.57 $721K - $852K
26.1K $12B
AMZN
Amazon Com Inc

Consumer Cyclical
11.1K
+ 24.23%
$161.02 - $200.0 $1.78M - $2.22M
56.8K $10.6B
V
Visa Inc.

Financial Services
5.8K
+ 70.53%
$253.74 - $291.56 $1.47M - $1.69M
14K $3.86B
KR
Kroger CO

Consumer Defensive
21.5K
+ 54.19%
$50.43 - $57.3 $1.09M - $1.23M
61.2K $3.51B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
8.94K
+ 65.62%
$72.18 - $107.33 $645K - $959K
22.6K $2.39B
DCF
Bny Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc.

N/A
129K
+ 142.99%
$8.78 - $9.22 $1.13M - $1.19M
219K $2.01B
CBL
Cbl & Associates Properties Inc

Real Estate
42.6K
+ 77.18%
$22.97 - $26.9 $979K - $1.15M
97.9K $2.47B
SF
Stifel Financial Corp

Financial Services
10.2K
+ 51.76%
$78.91 - $93.87 $808K - $962K
30K $2.82B
PHG
Koninklijke Philips Nv

Healthcare
23K
+ 52.17%
$25.08 - $32.73 $576K - $752K
67K $2.19B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
20.9K
+ 19.37%
$50.52 - $50.95 $1.05M - $1.06M
129K $6.54B
GOOG
Alphabet Inc.

Communication Services
8.57K
+ 36.82%
$149.54 - $192.66 $1.28M - $1.65M
31.8K $5.32B
Vanguard Calif Tax Free Fds
10.3K
New
N/A
10.3K $1.04B
Te Connectivity PLC
6.89K
New
N/A
6.89K $1.04B
ACI
Albertsons Companies, Inc.

Consumer Defensive
62.4K
+ 63.8%
$17.94 - $20.93 $1.12M - $1.31M
160K $2.96B
PEP
Pepsico Inc

Consumer Defensive
5.15K
+ 23.7%
$161.9 - $179.3 $833K - $923K
26.9K $4.57B
PKG
Packaging Corp Of America

Consumer Cyclical
2.24K
+ 14.64%
$176.32 - $215.7 $394K - $483K
17.5K $3.77B
APH
Amphenol Corp

Technology
14.8K
New
$58.39 - $70.41 $867K - $1.05M
14.8K $968M
EPPRC
El Paso Enr Cp Tsti 4.75%
19.3K
+ 67.66%
N/A
47.9K $2.31B
PYPL
Pay Pal Holdings, Inc.

Financial Services
7.94K
+ 48.34%
$57.22 - $80.08 $454K - $636K
24.4K $1.9B
SU
Suncor Energy Inc

Energy
25.9K
+ 57.25%
$36.06 - $41.7 $936K - $1.08M
71.3K $2.63B
NWS
News Corp New Cl B Com Stk (De

Communication Services
31.2K
+ 48.8%
$26.33 - $29.43 $821K - $917K
95K $2.66B
ELV
Elevance Health, Inc.

Healthcare
1.9K
+ 25.46%
$500.12 - $562.29 $948K - $1.07M
9.34K $4.86B
IHTA
Invesco High Income 2024 Target Term Fund

N/A
105K
New
$7.3 - $7.6 $765K - $797K
105K $797M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
30.7K
+ 28.75%
$20.71 - $21.69 $637K - $667K
138K $2.98B
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
14.6K
+ 42.4%
$50.15 - $50.66 $734K - $741K
49.2K $2.49B
HPQ
Hp Inc

Technology
19.7K
+ 76.69%
$32.02 - $38.11 $630K - $750K
45.3K $1.63B
AIV
Apartment Investment & Management CO

Real Estate
66.8K
+ 40.8%
$8.2 - $9.38 $548K - $626K
230K $2.08B
UNH
Unitedhealth Group Inc

Healthcare
25
+ 0.27%
$488.01 - $604.18 $12.2K - $15.1K
9.24K $5.4B
BDX
Becton Dickinson & CO

Healthcare
2.66K
+ 51.54%
$221.47 - $242.41 $589K - $645K
7.82K $1.89B
MS
Morgan Stanley

Financial Services
5.26K
+ 28.63%
$92.07 - $106.96 $484K - $563K
23.6K $2.46B
VST
Vistra Corp.

Utilities
3.41K
+ 41.3%
$69.0 - $119.06 $235K - $406K
11.7K $1.38B
JPM
Jpmorgan Chase & CO

Financial Services
1.3K
+ 2.9%
$194.9 - $224.8 $253K - $292K
46.1K $9.72B
PCAR
Paccar Inc

Industrials
6.95K
+ 56.4%
$91.64 - $109.98 $637K - $764K
19.3K $1.9B
CVE
Cenovus Energy Inc.

Energy
50.2K
+ 62.92%
$16.17 - $20.65 $811K - $1.04M
130K $2.17B
CMCSA
Comcast Corp

Communication Services
5.82K
+ 4.51%
$37.33 - $41.78 $217K - $243K
135K $5.64B
Kimco Rlty Corp
6.95K
+ 34.59%
N/A
27K $1.66B
AER
Aer Cap Holdings N.V.

Industrials
5.42K
+ 48.13%
$86.24 - $98.28 $468K - $533K
16.7K $1.58B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.52K
+ 11.72%
$33.89 - $41.64 $187K - $230K
52.6K $2.09B
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
42.4K
+ 72.53%
$10.95 - $11.41 $465K - $484K
101K $1.14B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.85K
+ 11.65%
$147.95 - $191.05 $421K - $544K
27.3K $4.74B
GM
General Motors CO

Consumer Cyclical
11.3K
+ 48.32%
$39.95 - $49.9 $451K - $563K
34.6K $1.55B
AON
Aon PLC

Financial Services
1.03K
+ 50.54%
$293.16 - $351.06 $302K - $361K
3.07K $1.06B
ERJ
Embraer S.A.

Industrials
4.9K
+ 16.22%
$25.9 - $36.95 $127K - $181K
35.1K $1.24B
MIDD
Middleby Corp

Industrials
3.05K
New
$119.13 - $144.82 $363K - $441K
3.05K $424M
Activity Summary
Buys All Purchases 115 New Holdings 21 Increased Positions 94 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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