Beverly Hills Private Wealth, LLC

Q3 2024 13F Detailed Holdings

Location
Beverly Hills, CA
Holdings as of
9/30/2024
Value ($000)
$494,887
Num holdings
1,061
Date filed
11/12/2024
Form type
13F-HR
Prev filing
8/7/2024
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 BLACKROCK ADVISORS LLC 028-04295
10 Lazard Asset Management LLC
11 Dorsey, Wright & Associates, LLC
12 NEUBERGER BERMAN BD LLC
13 Nuveen Asset Management, LLC 028-14498
14 RENAISSANCE GROUP LLC 028-04884
15 SCHAFER CULLEN CAPITAL MANAGEMENT INC 028-04691
16 PRICE T ROWE ASSOCIATES INC /MD/
17 TCW Investment Management Company LLC
18 The London Company of Virginia, LLC
19 VANGUARD GROUP INC
2 CLEARBRIDGE, LLC 028-01701
20 Winslow Capital Management, LLC 028-03676
21 Equalis Financial
3 EARNEST PARTNERS LLC 028-05269
4 NEW YORK LIFE INVESTMENT MANAGEMENT LLC
5 FEDERATED INVESTMENT COUNSELING 028-01454
6 Invesco Advisers, Inc.
7 JP MORGAN INVESTMENT MANAGEMENT INC /ADV
8 JANUS HENDERSON INVESTORS US LLC 028-01343
9 JOHN HANCOCK INVESTMENT MANAGEMENT LLC