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
$98.7B
$1.15 Billion 0.25% of portfolio
1,394
Q2 2024 Reduced 21.46%
$198B
$1.1 Billion 0.24% of portfolio
5,528
Q2 2024 Reduced 10.56%
Kimco Rlty Corp
-
$1.1 Billion 0.24% of portfolio
-
Q2 2024 Added 26.94%
$23.8B
$1.11 Billion 0.24% of portfolio
44,020
Q2 2024 Added 62.63%
$135B
$1.08 Billion 0.24% of portfolio
22,317
Q2 2024 Reduced 1.83%
$73.2B
$1.09 Billion 0.24% of portfolio
23,358
Q2 2024 Added 46.56%
$61.9B
$1.12 Billion 0.24% of portfolio
18,694
Q2 2024 Added 61.39%
$0
$1.11 Billion 0.24% of portfolio
40,284
Q2 2024 Reduced 6.1%
$31.8B
$1.05 Billion 0.23% of portfolio
5,095
Q2 2024 Added 69.27%
$176B
$1.08 Billion 0.23% of portfolio
1,643
Q2 2024 Added 2.75%
$160B
$1.05 Billion 0.23% of portfolio
37,671
Q2 2024 Reduced 3.6%
$23.5B
$1.05 Billion 0.23% of portfolio
11,269
Q2 2024 Added 50.7%
$0
$1.01 Billion 0.22% of portfolio
11,031
Q2 2024 Added 17.76%
$0
$1.03 Billion 0.22% of portfolio
30,050
Q2 2024 Reduced -0.0%
$63.3B
$1.01 Billion 0.22% of portfolio
34,971
Q2 2024 Reduced 3.99%
$0
$1.02 Billion 0.22% of portfolio
34,288
Q3 2023 Reduced 50.0%
$2.33B
$943 Million 0.21% of portfolio
22,533
Q2 2024 Added 35.27%
$264B
$981 Million 0.21% of portfolio
13,620
Q2 2024 Added 75.13%
$622M
$951 Million 0.21% of portfolio
19,850
Q2 2024 Added 55.61%
$104B
$917 Million 0.2% of portfolio
31,054
Q2 2024 Added 21.01%
$393B
$929 Million 0.2% of portfolio
1,092
Q2 2024 Added 1.87%
$71.7B
$929 Million 0.2% of portfolio
1,591
Q2 2024 Added 48.0%
$38.3B
$899 Million 0.2% of portfolio
25,663
Q2 2024 Added 100.49%
$0
$923 Million 0.2% of portfolio
8,357
Q2 2024 Reduced 4.47%
$0
$927 Million 0.2% of portfolio
18,851
Q2 2024 Reduced 32.71%
$189B
$902 Million 0.2% of portfolio
5,216
Q2 2024 Reduced 5.27%
$121B
$937 Million 0.2% of portfolio
4,106
Q2 2024 Reduced 8.16%
$164B
$868 Million 0.19% of portfolio
3,677
Q2 2024 Reduced 13.48%
$0
$841 Million 0.18% of portfolio
9,089
Q2 2024 Added 44.27%
$0
$772 Million 0.17% of portfolio
17,067
Q2 2024 Reduced 24.81%
$0
$799 Million 0.17% of portfolio
90,273
Q2 2024 Added 217.57%
$81.8B
$773 Million 0.17% of portfolio
21,707
Q2 2024 Reduced 3.83%
$6.37B
$780 Million 0.17% of portfolio
30,225
Q2 2024 Added 22.87%
$43.8B
$801 Million 0.17% of portfolio
975
Q2 2024 Reduced 15.73%
$3.16B
$745 Million 0.16% of portfolio
36,823
Q2 2024 Reduced 7.87%
$205B
$754 Million 0.16% of portfolio
2,264
Q1 2024 Added 0.31%
$34.8B
$723 Million 0.16% of portfolio
9,925
Q2 2024 Reduced 8.49%
$14.2B
$755 Million 0.16% of portfolio
3,678
Q2 2024 Reduced 5.93%
$8.28B
$721 Million 0.16% of portfolio
5,348
Q2 2024 Reduced 9.2%
$37.1B
$678 Million 0.15% of portfolio
7,569
Q2 2024 Added 2.38%
$158B
$690 Million 0.15% of portfolio
12,550
Q2 2024 Reduced 11.52%
$180B
$678 Million 0.15% of portfolio
6,754
Q2 2024 Reduced 3.51%
$0
$709 Million 0.15% of portfolio
4,151
Q2 2024 Reduced 5.64%
$16.2B
$685 Million 0.15% of portfolio
9,244
Q2 2024 Reduced 5.61%
$1.67B
$674 Million 0.15% of portfolio
43,575
Q2 2024 Added 40.23%
$52.7B
$709 Million 0.15% of portfolio
8,249
Q2 2024 Reduced 43.94%
$232B
$712 Million 0.15% of portfolio
9,859
Q2 2024 Added 0.9%
$169B
$671 Million 0.15% of portfolio
2,147
Q2 2024 Reduced 13.57%
$0
$659 Million 0.14% of portfolio
14,039
Q2 2024 Reduced 6.27%

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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