Beverly Hills Private Wealth, LLC Purchases in Q3 2024

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WEX
Wex Inc.

Technology
1.93K
New
$168.01 - $209.77 $323K - $404K
1.93K $404M
OPY
Oppenheimer Holdings Inc

Financial Services
6.56K
+ 33.02%
$48.67 - $57.94 $319K - $380K
26.4K $1.35B
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
2.35K
+ 10.45%
$41.17 - $54.85 $96.9K - $129K
24.9K $1.31B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
7.55K
New
$41.22 - $51.19 $311K - $386K
7.55K $369M
SONY
Sony Group Corp

Technology
2.74K
+ 60.89%
$81.61 - $98.65 $223K - $270K
7.24K $699M
MAR
Marriott International Inc

Consumer Cyclical
1.2K
+ 64.31%
$211.35 - $255.11 $254K - $306K
3.07K $762M
EPRPRE
Epr Pptys Pfd Conv Ser E 9.00%
9.89K
New
N/A
9.89K $303M
MCK
Mckesson Corp

Healthcare
861
+ 54.12%
$479.06 - $630.38 $412K - $543K
2.45K $1.21B
KB
Kb Financial Group Inc.

Financial Services
3.83K
+ 47.75%
$56.85 - $67.06 $218K - $257K
11.9K $732M
AVEM
American Centy ETF Tr Avantis

ETFs
3.9K
New
$57.2 - $65.59 $223K - $256K
3.9K $252M
ADP
Automatic Data Processing Inc

Industrials
859
New
$233.44 - $279.45 $201K - $240K
859 $238M
FOUR
Shift4 Payments, Inc.

Technology
2.67K
New
$61.26 - $88.65 $164K - $237K
2.67K $236M
SHW
Sherwin Williams CO

Basic Materials
605
New
$294.65 - $384.0 $178K - $232K
605 $231M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.92K
New
$111.59 - $129.08 $214K - $248K
1.92K $228M
AMAT
Applied Materials Inc

Technology
1.7K
+ 46.34%
$174.88 - $254.97 $298K - $434K
5.38K $1.09B
QFIN
360 Digi Tech, Inc.

Financial Services
7.03K
New
$18.93 - $29.81 $133K - $210K
7.03K $210M
NKE
Nike, Inc.

Consumer Cyclical
2.3K
New
$71.09 - $89.44 $164K - $206K
2.3K $204M
FLJP
Franklin Templeton ETF Tr

ETFs
6.69K
New
$26.79 - $31.0 $179K - $207K
6.69K $204M
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
BCS
Barclays PLC

Financial Services
15.9K
New
$10.59 - $12.45 $168K - $198K
15.9K $193M
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
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
27.2K
New
$3.37 - $3.37 $91.7K - $91.7K
27.2K $124M
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
SHOP
Shopify Inc.

Technology
269
+ 4.46%
$52.26 - $80.75 $14.1K - $21.7K
6.3K $505M
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
JMIA
Jumia Technologies Ag

Consumer Cyclical
12.7K
New
$4.16 - $14.56 $52.9K - $185K
12.7K $67.9M
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
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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