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
$9.86B
$645 Million 0.14% of portfolio
3,696
Q2 2024 Reduced 5.76%
$0
$645 Million 0.14% of portfolio
8,884
Q2 2024 Added 9.6%
$0
$641 Million 0.14% of portfolio
58,502
Q2 2024 Added 105.18%
$468B
$624 Million 0.14% of portfolio
4,423
Q2 2024 Reduced 1.47%
$102B
$641 Million 0.14% of portfolio
390
Q2 2024 Reduced 3.23%
-
$646 Million 0.14% of portfolio
-
Q2 2024 Reduced 6.15%
$29.6B
$629 Million 0.14% of portfolio
19,420
Q2 2024 Reduced 6.74%
$0
$643 Million 0.14% of portfolio
10,483
Q2 2024 Added 16.48%
$9.69B
$637 Million 0.14% of portfolio
7,794
Q2 2024 Reduced 6.33%
$233B
$641 Million 0.14% of portfolio
8,218
Q2 2024 Reduced 8.08%
$4.91B
$661 Million 0.14% of portfolio
4,991
Q2 2024 Reduced 6.04%
$0
$578 Million 0.13% of portfolio
1,584
Q2 2024 Reduced 0.44%
$32.4B
$588 Million 0.13% of portfolio
8,571
Q2 2024 Reduced 12.52%
$396B
$584 Million 0.13% of portfolio
3,543
Q2 2024 Reduced 2.96%
$47.7B
$606 Million 0.13% of portfolio
10,661
Q2 2024 Reduced 4.07%
$58.3B
$592 Million 0.13% of portfolio
2,911
Q2 2024 Reduced 9.23%
$31.5B
$578 Million 0.13% of portfolio
4,189
Q2 2024 Reduced 8.86%
$76.7B
$598 Million 0.13% of portfolio
2,036
Q2 2024 New
$42B
$594 Million 0.13% of portfolio
6,665
Q2 2024 Reduced 5.99%
$7.29B
$574 Million 0.12% of portfolio
4,634
Q2 2024 Reduced 5.95%
$21.6B
$555 Million 0.12% of portfolio
7,887
Q2 2024 Reduced 9.24%
$77.3B
$532 Million 0.12% of portfolio
17,213
Q2 2024 Reduced 6.07%
$21.7B
$552 Million 0.12% of portfolio
1,422
Q2 2024 Reduced 6.26%
$404B
$568 Million 0.12% of portfolio
1,651
Q2 2024 Reduced 28.28%
$0
$563 Million 0.12% of portfolio
5,508
Q2 2024 Added 46.96%
$32.1B
$574 Million 0.12% of portfolio
4,647
Q2 2024 Reduced 5.84%
$64.6B
$507 Million 0.11% of portfolio
2,609
Q2 2024 Reduced 5.78%
$9.36B
$489 Million 0.11% of portfolio
2,367
Q2 2024 Reduced 1.09%
$56.8B
$517 Million 0.11% of portfolio
19,437
Q2 2024 Reduced 7.42%
$20.2B
$524 Million 0.11% of portfolio
7,060
Q2 2024 Reduced 6.61%
$120B
$523 Million 0.11% of portfolio
6,642
Q2 2024 Reduced 14.02%
Gsk PLC
-
$498 Million 0.11% of portfolio
-
Q2 2024 Reduced 47.16%
$0
$496 Million 0.11% of portfolio
1,853
Q3 2023 Added 0.38%
$17.7B
$500 Million 0.11% of portfolio
1,911
Q2 2024 Reduced 5.91%
$3.48B
$503 Million 0.11% of portfolio
8,303
Q2 2024 Reduced 32.69%
$58.1B
$518 Million 0.11% of portfolio
3,672
Q2 2024 Reduced 6.04%
$0
$500 Million 0.11% of portfolio
8,784
Q2 2024 Added 6.76%
$0
$517 Million 0.11% of portfolio
6,337
Q2 2024 Reduced 0.39%
$46.8B
$492 Million 0.11% of portfolio
12,993
Q2 2024 Reduced 4.17%
$172B
$461 Million 0.1% of portfolio
4,330
Q2 2024 Reduced 7.0%
$3.45B
$444 Million 0.1% of portfolio
13,522
Q2 2024 Reduced 7.83%
$85.6B
$451 Million 0.1% of portfolio
1,866
Q2 2024 Added 55.11%
$6.13B
$456 Million 0.1% of portfolio
4,961
Q2 2024 Reduced 6.02%
$26.6B
$454 Million 0.1% of portfolio
8,021
Q2 2024 Added 54.73%
$66.1B
$477 Million 0.1% of portfolio
6,798
Q2 2024 Reduced 4.04%
$5.26B
$443 Million 0.1% of portfolio
7,101
Q2 2024 Reduced 6.16%
$28.6B
$471 Million 0.1% of portfolio
1,465
Q2 2024 Reduced 6.87%
$45.4B
$450 Million 0.1% of portfolio
3,258
Q2 2024 Reduced 8.84%
$158B
$450 Million 0.1% of portfolio
23,560
Q2 2024 Reduced 7.39%

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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