Beverly Hills Private Wealth, LLC Incresed Positions in Q3 2024

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
1.7K
+ 46.34%
$174.88 - $254.97 $298K - $434K
5.38K $1.09B
CAT
Caterpillar Inc

Industrials
176
+ 7.77%
$316.8 - $391.12 $55.8K - $68.8K
2.44K $954M
UBS
Ubs Group Ag

Financial Services
4.99K
+ 16.08%
$27.97 - $31.42 $140K - $157K
36K $1.11B
EFV
Msci Eafe Value ETF

ETFs
3.04K
+ 70.72%
$51.72 - $57.96 $157K - $176K
7.35K $423M
ORCL
Oracle Corp

Technology
197
+ 4.45%
$125.9 - $170.35 $24.8K - $33.6K
4.62K $787M
INFY
Infosys LTD

Technology
5.09K
+ 44.52%
$18.76 - $23.28 $95.4K - $118K
16.5K $368M
RSP
Invesco S&P 500 Equal Weight E

ETFs
662
+ 46.88%
$162.83 - $179.16 $108K - $119K
2.07K $372M
LMT
Lockheed Martin Corp

Industrials
58
+ 6.92%
$460.3 - $584.56 $26.7K - $33.9K
896 $524M
INDA
Ishares Msci India Index Fund

ETFs
1.7K
+ 22.3%
$54.86 - $59.22 $93.3K - $101K
9.33K $546M
Gsk PLC
2.16K
+ 16.71%
N/A
15.1K $618M
IEFA
Ishares Tr

ETFs
615
+ 6.92%
$70.09 - $78.74 $43.1K - $48.4K
9.5K $741M
VICI
Vici Properties Inc.

Real Estate
1.36K
+ 15.27%
$27.64 - $34.08 $37.5K - $46.2K
10.2K $341M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
757
+ 8.62%
$55.51 - $61.51 $42K - $46.6K
9.54K $581M
GE
General Electric CO

Industrials
167
+ 10.54%
$156.66 - $189.66 $26.2K - $31.7K
1.75K $330M
GVA
Granite Construction Inc

Industrials
7
+ 0.2%
$58.93 - $80.33 $413 - $562
3.55K $281M
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 2.11%
$801.83 - $917.05 $18.4K - $21.1K
1.12K $988M
NVO
Novo Nordisk A S

Healthcare
5.31K
+ 21.53%
$119.07 - $145.42 $632K - $772K
30K $3.57B
SYK
Stryker Corp

Healthcare
75
+ 7.56%
$315.94 - $371.96 $23.7K - $27.9K
1.07K $385M
MWA
Mueller Water Products, Inc.

Industrials
32
+ 0.31%
$17.56 - $21.7 $562 - $694
10.2K $221M
DIS
Walt Disney CO

Communication Services
446
+ 14.13%
$85.6 - $98.61 $38.2K - $44K
3.6K $347M
PDI
Pimco Dynamic Income Fund

Financial Services
102
+ 0.57%
$18.7 - $20.25 $1.91K - $2.07K
17.9K $363M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
8
+ 0.45%
$125.95 - $142.04 $1.01K - $1.14K
1.77K $252M
KLAC
Kla Corp

Technology
122
+ 8.75%
$696.17 - $892.35 $84.9K - $109K
1.52K $1.17B
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 1.57%
$517.38 - $573.86 $3.62K - $4.02K
453 $260M
HSY
Hershey CO

Consumer Defensive
4
+ 0.26%
$182.45 - $203.25 $730 - $813
1.55K $298M
SHV
Ishares Tr

ETFs
107
+ 1.28%
$110.05 - $110.63 $11.8K - $11.8K
8.46K $936M
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.3K
+ 6.45%
$14.36 - $16.0 $18.7K - $20.8K
21.5K $324M
BHR
Braemar Hotels & Resorts Inc.

Real Estate
145
+ 1.37%
$2.49 - $3.87 $361 - $561
10.8K $33.2M
LYB
Lyondell Basell Industries N.V.

Basic Materials
25
+ 0.79%
$92.56 - $99.46 $2.31K - $2.49K
3.2K $307M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
255
+ 2.47%
$10.91 - $12.02 $2.78K - $3.07K
10.6K $123M
GTX
Garrett Motion Inc.

Consumer Cyclical
488
+ 3.06%
$7.66 - $9.74 $3.74K - $4.75K
16.4K $134M
PAA
Plains All American Pipeline LP

Energy
110
+ 1.09%
$17.0 - $19.03 $1.87K - $2.09K
10.2K $177M
RLJ
Rlj Lodging Trust

Real Estate
104
+ 1.01%
$8.88 - $9.98 $924 - $1.04K
10.4K $95.8M
ET
Energy Transfer LP

Energy
761
+ 0.46%
$15.43 - $16.44 $11.7K - $12.5K
168K $2.7B
COP
Conocophillips

Energy
14
+ 0.4%
$102.3 - $116.61 $1.43K - $1.63K
3.49K $367M
INTU
Intuit Inc

Technology
19
+ 1.16%
$602.97 - $670.49 $11.5K - $12.7K
1.66K $1.03B
ASML
Asml Holding Nv

Technology
7
+ 2.37%
$749.82 - $1098.95 $5.25K - $7.69K
302 $252M
MPC
Marathon Petroleum Corp

Energy
61
+ 0.94%
$158.61 - $180.75 $9.68K - $11K
6.58K $1.07B
Cenovus Energy Inc
354
+ 1.42%
N/A
25.3K $298M
QCOM
Qualcomm Inc

Technology
480
+ 8.68%
$156.12 - $209.64 $74.9K - $101K
6.01K $1.02B
SCHW
Schwab Charles Corp

Financial Services
7.1K
+ 9.8%
$61.74 - $76.08 $438K - $540K
79.5K $5.15B
ENVX
Enovix Corp

Industrials
7.7K
+ 17.67%
$7.61 - $18.31 $58.6K - $141K
51.3K $479M
AVGO
Broadcom Inc.

Technology
31.9K
+ 757.15%
$136.27 - $1745.86 $4.34M - $55.7M
36.1K $6.22B
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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