Beverly Hills Private Wealth, LLC Purchases in Q4 2024

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ERIC
Ericsson Lm Telephone CO

Technology
22.6K
New
$7.36 - $8.59 $166K - $194K
22.6K $182M
DELL
Dell Technologies Inc.

Technology
1.65K
+ 47.75%
$111.96 - $144.21 $185K - $238K
5.11K $589M
LYG
Lloyds Banking Group PLC

Financial Services
65.2K
New
$2.67 - $3.23 $174K - $210K
65.2K $177M
MCD
Mcdonalds Corp

Consumer Cyclical
1.16K
+ 10.58%
$288.47 - $316.54 $334K - $367K
12.1K $3.51B
BMO
Bank Of Montreal

Financial Services
1.64K
+ 71.88%
$89.75 - $103.39 $147K - $169K
3.91K $380M
TIGR
Up Fintech Holding LTD

Financial Services
26.8K
New
$5.5 - $12.39 $147K - $332K
26.8K $173M
ENVX
Enovix Corp

Industrials
8.7K
+ 16.97%
$8.03 - $12.81 $69.9K - $111K
60K $652M
MAR
Marriott International Inc

Consumer Cyclical
277
+ 9.03%
$246.06 - $292.59 $68.2K - $81K
3.34K $932M
ETR
Entergy Corp

Utilities
3.58K
+ 179.28%
$73.19 - $156.4 $262K - $560K
5.58K $423M
HPE
Hewlett Packard Enterprise CO

Technology
6.63K
+ 39.48%
$19.31 - $23.95 $128K - $159K
23.4K $500M
IBB
Ishares Biotechnology ETF

ETFs
1.32K
+ 79.79%
$131.21 - $148.85 $173K - $196K
2.97K $393M
SONY
Sony Group Corp

Technology
31.9K
+ 440.68%
$17.53 - $96.8 $559K - $3.09M
39.1K $828M
MPLX
Mplx LP

Energy
2.34K
+ 51.85%
$43.77 - $51.66 $102K - $121K
6.84K $327M
SLVP
Ishares Msci Global Silver And

ETFs
10.8K
New
$11.44 - $15.55 $124K - $168K
10.8K $125M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3.87K
+ 51.22%
$42.32 - $55.35 $164K - $214K
11.4K $488M
BK
Bank Of New York Mellon Corp

Financial Services
260
+ 1.45%
$70.82 - $81.87 $18.4K - $21.3K
18.2K $1.4B
UBS
Ubs Group Ag

Financial Services
4.08K
+ 11.31%
$29.78 - $33.08 $121K - $135K
40.1K $1.22B
VIV
Telefonica Brasil S.A.

Communication Services
12.6K
New
$7.5 - $10.25 $94.6K - $129K
12.6K $95.2M
ERJ
Embraer S.A.

Industrials
1.17K
+ 3.32%
$32.46 - $40.0 $37.8K - $46.6K
36.3K $1.33B
RSP
Invesco S&P 500 Equal Weight E

ETFs
490
+ 23.63%
$174.22 - $187.62 $85.4K - $91.9K
2.56K $449M
APH
Amphenol Corp

Technology
203
+ 1.37%
$62.07 - $75.35 $12.6K - $15.3K
15.1K $1.05B
MET
Metlife Inc

Financial Services
902
+ 15.35%
$78.15 - $88.25 $70.5K - $79.6K
6.78K $555M
BDX
Becton Dickinson & CO

Healthcare
749
+ 9.58%
$220.02 - $243.75 $165K - $183K
8.57K $1.94B
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
9.59K
+ 6.97%
$20.38 - $21.75 $195K - $209K
147K $3.03B
SPY
Spdr S&P 500 ETF Trust

ETFs
78
+ 17.22%
$567.81 - $607.81 $44.3K - $47.4K
531 $311M
ADP
Automatic Data Processing Inc

Industrials
110
+ 12.81%
$280.08 - $307.97 $30.8K - $33.9K
969 $284M
PNC
Pnc Financial Services Group, Inc.

Financial Services
156
+ 9.77%
$178.39 - $215.0 $27.8K - $33.5K
1.75K $338M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.63%
$873.59 - $994.69 $6.12K - $6.96K
1.12K $1.03B
D
Dominion Energy, Inc

Utilities
2.54K
+ 10.16%
$52.63 - $60.92 $133K - $154K
27.5K $1.48B
RING
Ishares Inc Msci Global Gold M

ETFs
8.19K
+ 20.68%
$27.93 - $36.45 $229K - $298K
47.8K $1.34B
SU
Suncor Energy Inc

Energy
3.39K
+ 4.75%
$34.5 - $41.53 $117K - $141K
74.7K $2.66B
GVA
Granite Construction Inc

Industrials
6
+ 0.17%
$79.33 - $100.2 $476 - $601
3.56K $312M
BSX
Boston Scientific Corp

Healthcare
80
+ 2.79%
$83.62 - $91.5 $6.69K - $7.32K
2.95K $264M
SAP
Sap Se

Technology
13
+ 1.16%
$218.13 - $255.54 $2.84K - $3.32K
1.13K $279M
RLJ
Rlj Lodging Trust

Real Estate
76
+ 0.73%
$8.77 - $10.68 $667 - $812
10.5K $107M
Lazard Inc
108
+ 2.3%
N/A
4.81K $248M
SHV
Ishares Tr

ETFs
134
+ 1.58%
$109.92 - $110.57 $14.7K - $14.8K
8.6K $947M
MWA
Mueller Water Products, Inc.

Industrials
28
+ 0.27%
$21.37 - $25.97 $598 - $727
10.2K $230M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
254
+ 2.4%
$11.34 - $12.27 $2.88K - $3.12K
10.8K $129M
CVE
Cenovus Energy Inc.

Energy
14K
+ 10.74%
$14.35 - $18.36 $200K - $256K
144K $2.18B
AVEM
American Centy ETF Tr Avantis

ETFs
483
+ 12.39%
$58.59 - $66.14 $28.3K - $31.9K
4.38K $258M
ORCL
Oracle Corp

Technology
134
+ 2.9%
$165.41 - $192.43 $22.2K - $25.8K
4.75K $792M
OMC
Omnicom Group Inc.

Communication Services
484
+ 22.68%
$85.82 - $105.47 $41.5K - $51K
2.62K $225M
BHR
Braemar Hotels & Resorts Inc.

Real Estate
168
+ 1.56%
$2.76 - $3.76 $464 - $632
10.9K $32.8M
CNMD
Conmed Corp

Healthcare
168
+ 4.67%
$61.81 - $77.54 $10.4K - $13K
3.76K $257M
HD
Home Depot, Inc.

Consumer Cyclical
61
+ 3.99%
$385.02 - $431.37 $23.5K - $26.3K
1.59K $619M
PAA
Plains All American Pipeline LP

Energy
113
+ 1.11%
$16.27 - $18.67 $1.84K - $2.11K
10.3K $176M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
1.2K
+ 4.41%
N/A
28.4K $108M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
12
+ 0.68%
$131.66 - $144.0 $1.58K - $1.73K
1.78K $236M
Activity Summary
Buys All Purchases 133 New Holdings 22 Increased Positions 111 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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