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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$134B
$2.25 Billion 0.45% of portfolio
26,622
Q3 2024 Reduced 13.27%
$50.7B
$2.23 Billion 0.45% of portfolio
26,658
Q3 2024 Reduced 18.63%
$52.9B
$2.16 Billion 0.44% of portfolio
16,106
Q3 2024 Reduced 15.89%
$28.6B
$2.17 Billion 0.44% of portfolio
129,933
Q3 2024 Added 62.92%
$24.2B
$2.19 Billion 0.44% of portfolio
66,985
Q3 2024 Added 52.17%
$537B
$2.1 Billion 0.43% of portfolio
4,263
Q3 2024 Reduced 9.68%
$243B
$2.08 Billion 0.42% of portfolio
5,894
Q3 2024 Reduced 13.45%
$237B
$2.1 Billion 0.42% of portfolio
7,743
Q3 2024 Reduced 13.26%
$125B
$2.09 Billion 0.42% of portfolio
6,306
Q3 2024 Reduced 15.77%
$1.35B
$2.08 Billion 0.42% of portfolio
230,445
Q3 2024 Added 40.8%
$0
$2.01 Billion 0.41% of portfolio
219,353
Q3 2024 Added 142.99%
$42.3B
$2.02 Billion 0.41% of portfolio
28,228
Q3 2024 Reduced 16.04%
$36.9B
$1.9 Billion 0.38% of portfolio
19,261
Q3 2024 Added 56.4%
$89.4B
$1.9 Billion 0.38% of portfolio
24,360
Q3 2024 Added 48.34%
$1.11T
$1.9 Billion 0.38% of portfolio
11,482
Q3 2024 Reduced 3.06%
$65.6B
$1.89 Billion 0.38% of portfolio
7,821
Q3 2024 Added 51.54%
$108B
$1.8 Billion 0.36% of portfolio
14,257
Q3 2024 Reduced 12.93%
$32.1B
$1.74 Billion 0.35% of portfolio
18,140
Q3 2024 Reduced 15.66%
$94.4B
$1.73 Billion 0.35% of portfolio
33,849
Q3 2024 Reduced 17.17%
$145B
$1.71 Billion 0.35% of portfolio
14,526
Q3 2024 Reduced 14.81%
$82.5B
$1.69 Billion 0.34% of portfolio
12,429
Q3 2024 Reduced 19.81%
$113B
$1.69 Billion 0.34% of portfolio
7,583
Q3 2024 Reduced 13.79%
$82.5B
$1.62 Billion 0.33% of portfolio
4,163
Q3 2024 Reduced 15.37%
$33.4B
$1.63 Billion 0.33% of portfolio
45,345
Q3 2024 Added 76.69%
$24B
$1.58 Billion 0.32% of portfolio
16,693
Q3 2024 Added 48.13%
$835B
$1.52 Billion 0.31% of portfolio
1,721
Q3 2024 Reduced 6.77%
$67.3B
$1.55 Billion 0.31% of portfolio
34,644
Q3 2024 Added 48.32%
$38.8B
$1.51 Billion 0.31% of portfolio
12,758
Q3 2024 Reduced 22.44%
$0
$1.48 Billion 0.3% of portfolio
115,056
Q3 2024 Reduced 16.29%
$380B
$1.45 Billion 0.29% of portfolio
36,479
Q3 2024 Reduced 7.65%
$45.5B
$1.44 Billion 0.29% of portfolio
24,962
Q3 2024 Reduced 23.1%
$21.8B
$1.42 Billion 0.29% of portfolio
10,463
Q3 2024 Reduced 20.48%
$87.9B
$1.41 Billion 0.28% of portfolio
6,055
Q3 2024 Reduced 16.48%
$69.5B
$1.38 Billion 0.28% of portfolio
11,656
Q3 2024 Added 41.3%
$138B
$1.35 Billion 0.27% of portfolio
6,548
Q3 2024 Reduced 16.56%
$2.61B
$1.31 Billion 0.27% of portfolio
24,887
Q3 2024 Added 10.45%
$169B
$1.32 Billion 0.27% of portfolio
2,555
Q3 2024 Reduced 18.68%
$80.1B
$1.36 Billion 0.27% of portfolio
18,449
Q3 2024 Reduced 15.58%
$743M
$1.35 Billion 0.27% of portfolio
26,405
Q3 2024 Added 33.02%
$69.6B
$1.29 Billion 0.26% of portfolio
17,967
Q3 2024 Reduced 3.89%
$0
$1.28 Billion 0.26% of portfolio
61,254
Q3 2024 Reduced 15.16%
$80.3B
$1.22 Billion 0.25% of portfolio
6,225
Q3 2024 Reduced 18.01%
$229B
$1.23 Billion 0.25% of portfolio
10,668
Q3 2024 Reduced 13.58%
$7.9B
$1.24 Billion 0.25% of portfolio
35,126
Q3 2024 Added 16.22%
$106B
$1.17 Billion 0.24% of portfolio
1,516
Q3 2024 Added 8.75%
$149B
$1.2 Billion 0.24% of portfolio
4,885
Q3 2024 Reduced 16.02%
$85.6B
$1.21 Billion 0.24% of portfolio
2,452
Q3 2024 Added 54.12%
$106B
$1.11 Billion 0.23% of portfolio
36,047
Q3 2024 Added 16.08%
$0
$1.14 Billion 0.23% of portfolio
100,933
Q3 2024 Added 72.53%

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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