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
$74.9B
$1.07 Billion 0.22% of portfolio
6,579
Q3 2024 Added 0.94%
$155B
$1.09 Billion 0.22% of portfolio
5,381
Q3 2024 Added 46.34%
$134B
$1.08 Billion 0.22% of portfolio
18,699
Q3 2024 Reduced 16.21%
$163B
$1.03 Billion 0.21% of portfolio
1,662
Q3 2024 Added 1.16%
$189B
$1.02 Billion 0.21% of portfolio
6,008
Q3 2024 Added 8.68%
$80B
$1.06 Billion 0.21% of portfolio
3,065
Q3 2024 Added 50.54%
$173B
$1.03 Billion 0.21% of portfolio
15,865
Q3 2024 Reduced 16.07%
$226B
$971 Million 0.2% of portfolio
4,393
Q3 2024 Reduced 15.78%
$462B
$988 Million 0.2% of portfolio
1,115
Q3 2024 Added 2.11%
$41.5B
$968 Million 0.2% of portfolio
14,849
Q3 2024 New
$71.6B
$975 Million 0.2% of portfolio
33,491
Q3 2024 Reduced 4.23%
$192B
$954 Million 0.19% of portfolio
2,440
Q3 2024 Added 7.77%
$101B
$882 Million 0.18% of portfolio
430
Q3 2024 Added 10.26%
$144B
$844 Million 0.17% of portfolio
29,151
Q3 2024 Reduced 22.62%
$106B
$774 Million 0.16% of portfolio
3,363
Q3 2024 Reduced 18.1%
$0
$797 Million 0.16% of portfolio
104,839
Q3 2024 New
$90B
$808 Million 0.16% of portfolio
19,887
Q3 2024 Reduced 8.38%
$470B
$787 Million 0.16% of portfolio
4,620
Q3 2024 Added 4.45%
$33.8B
$753 Million 0.15% of portfolio
814
Q3 2024 Reduced 16.51%
$98.7B
$762 Million 0.15% of portfolio
3,066
Q3 2024 Added 64.31%
$9.18B
$720 Million 0.15% of portfolio
4,557
Q3 2024 Reduced 14.79%
$22.7B
$732 Million 0.15% of portfolio
11,851
Q3 2024 Added 47.75%
$188B
$725 Million 0.15% of portfolio
5,985
Q3 2024 Reduced 11.39%
$14B
$688 Million 0.14% of portfolio
3,160
Q3 2024 Reduced 14.08%
$148B
$689 Million 0.14% of portfolio
10,601
Q3 2024 Reduced 15.53%
$27.9B
$699 Million 0.14% of portfolio
7,235
Q3 2024 Added 60.89%
-
$674 Million 0.14% of portfolio
-
Q3 2024 Reduced 13.67%
$16.7B
$675 Million 0.14% of portfolio
7,870
Q3 2024 Reduced 14.86%
$45.9B
$695 Million 0.14% of portfolio
5,582
Q3 2024 Reduced 16.25%
$157B
$678 Million 0.14% of portfolio
2,103
Q3 2024 Reduced 2.05%
$57.5B
$623 Million 0.13% of portfolio
2,661
Q3 2024 Reduced 8.59%
$45B
$643 Million 0.13% of portfolio
9,236
Q3 2024 Reduced 13.37%
$36.6B
$640 Million 0.13% of portfolio
8,125
Q3 2024 Reduced 18.14%
$417B
$620 Million 0.13% of portfolio
1,530
Q3 2024 Reduced 7.33%
$4.35B
$638 Million 0.13% of portfolio
31,542
Q3 2024 Reduced 14.34%
$235B
$588 Million 0.12% of portfolio
8,913
Q3 2024 Reduced 9.6%
$30.8B
$607 Million 0.12% of portfolio
2,694
Q3 2024 Reduced 47.12%
$20.2B
$575 Million 0.12% of portfolio
16,511
Q3 2024 Reduced 14.98%
$8.27B
$589 Million 0.12% of portfolio
6,556
Q3 2024 Reduced 15.88%
$44.8B
$591 Million 0.12% of portfolio
3,097
Q3 2024 Reduced 15.66%
$7.94B
$580 Million 0.12% of portfolio
3,976
Q3 2024 Reduced 14.2%
$223B
$545 Million 0.11% of portfolio
6,996
Q3 2024 Reduced 14.87%
$116B
$524 Million 0.11% of portfolio
896
Q3 2024 Added 6.92%
$5.82B
$549 Million 0.11% of portfolio
4,146
Q3 2024 Reduced 16.93%
$22.2B
$523 Million 0.11% of portfolio
7,199
Q3 2024 Reduced 16.01%
$218B
$543 Million 0.11% of portfolio
14,600
Q1 2024 Reduced 0.3%
$47.5B
$534 Million 0.11% of portfolio
11,216
Q3 2024 Reduced 13.68%
$11.7B
$544 Million 0.11% of portfolio
3,173
Q3 2024 Reduced 14.15%
$398B
$527 Million 0.11% of portfolio
3,046
Q3 2024 Reduced 14.03%

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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