Beech Hill Advisors
Latest statistics and disclosures from Beech Hill Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, GOOGL, META, AAPL, UBER, and represent 18.80% of Beech Hill Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$6.8M), NKE, WDAY, ALGN, TTWO, NVDA, XLC, MRK, AMAT, DIS.
- Started 3 new stock positions in XLP, AMD, WDAY.
- Reduced shares in these 10 stocks: ETN, PEG, BRK.B, ABBV, UNP, CSX, NSC, CVS, AMGN, NFLX.
- Sold out of its positions in ALB, CSX, CVS, NSC, PEG, UNP.
- Beech Hill Advisors was a net buyer of stock by $10M.
- Beech Hill Advisors has $264M in assets under management (AUM), dropping by 8.85%.
- Central Index Key (CIK): 0001356202
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Portfolio Holdings for Beech Hill Advisors
Beech Hill Advisors holds 98 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 4.3 | $11M | 61k | 186.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $11M | 64k | 165.85 |
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| Meta Platforms Cl A (META) | 3.8 | $10M | 18k | 572.44 |
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| Apple (AAPL) | 3.6 | $9.6M | 41k | 233.00 |
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| Uber Technologies (UBER) | 3.0 | $8.0M | 106k | 75.16 |
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| Broadcom (AVGO) | 2.8 | $7.3M | +1290% | 42k | 172.50 |
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| Applied Materials (AMAT) | 2.8 | $7.3M | +5% | 36k | 202.05 |
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| Microsoft Corporation (MSFT) | 2.5 | $6.6M | +2% | 15k | 430.31 |
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| First Solar (FSLR) | 2.5 | $6.6M | 26k | 249.44 |
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| Eaton Corp SHS (ETN) | 2.2 | $5.7M | -28% | 17k | 331.43 |
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| Qualcomm (QCOM) | 2.1 | $5.7M | +6% | 33k | 170.05 |
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| Abbvie (ABBV) | 2.1 | $5.4M | -6% | 28k | 197.48 |
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| TJX Companies (TJX) | 2.0 | $5.3M | -3% | 45k | 117.54 |
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| Oracle Corporation (ORCL) | 2.0 | $5.1M | 30k | 170.40 |
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| Nextera Energy (NEE) | 1.9 | $5.0M | 59k | 84.53 |
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| Walt Disney Company (DIS) | 1.8 | $4.8M | +8% | 50k | 96.19 |
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| Merck & Co (MRK) | 1.8 | $4.8M | +12% | 43k | 113.56 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 1.8 | $4.7M | 50k | 93.85 |
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| Expedia Group Com New (EXPE) | 1.8 | $4.7M | -3% | 31k | 148.02 |
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| Medtronic SHS (MDT) | 1.6 | $4.1M | 46k | 90.03 |
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| Visa Com Cl A (V) | 1.6 | $4.1M | +3% | 15k | 274.94 |
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| salesforce (CRM) | 1.5 | $4.0M | +2% | 15k | 273.71 |
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| Home Depot (HD) | 1.5 | $4.0M | -2% | 9.9k | 405.21 |
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| Netflix (NFLX) | 1.5 | $4.0M | -5% | 5.6k | 709.27 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $4.0M | -3% | 19k | 210.86 |
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| EXACT Sciences Corporation (EXAS) | 1.5 | $3.9M | -3% | 58k | 68.12 |
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| Digital Realty Trust (DLR) | 1.5 | $3.9M | -2% | 24k | 161.83 |
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| Blackstone Group Inc Com Cl A (BX) | 1.5 | $3.8M | -3% | 25k | 153.13 |
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| International Business Machines (IBM) | 1.4 | $3.7M | 17k | 221.08 |
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| Coca-Cola Company (KO) | 1.3 | $3.5M | -4% | 49k | 71.86 |
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| Nike CL B (NKE) | 1.3 | $3.4M | +92% | 38k | 88.40 |
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| Johnson & Johnson (JNJ) | 1.3 | $3.3M | 21k | 162.06 |
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| Pfizer (PFE) | 1.2 | $3.1M | +4% | 108k | 28.94 |
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| Vici Pptys (VICI) | 1.2 | $3.1M | 93k | 33.31 |
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| Procter & Gamble Company (PG) | 1.1 | $3.0M | -3% | 17k | 173.20 |
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| Paypal Holdings (PYPL) | 1.1 | $3.0M | 38k | 78.03 |
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| Wal-Mart Stores (WMT) | 1.1 | $3.0M | -2% | 37k | 80.75 |
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| Align Technology (ALGN) | 1.1 | $2.9M | +91% | 12k | 254.32 |
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| Select Sector Spdr Tr Technology (XLK) | 1.1 | $2.9M | +5% | 13k | 225.76 |
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| Chart Industries (GTLS) | 1.1 | $2.9M | +7% | 23k | 124.14 |
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| Automatic Data Processing (ADP) | 1.1 | $2.8M | -2% | 10k | 276.73 |
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| American Tower Reit (AMT) | 1.0 | $2.6M | -4% | 11k | 232.56 |
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| Kraft Heinz (KHC) | 1.0 | $2.6M | 74k | 35.11 |
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| United Parcel Service CL B (UPS) | 1.0 | $2.6M | +3% | 19k | 136.34 |
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| Freeport-mcmoran CL B (FCX) | 0.9 | $2.5M | +3% | 50k | 49.92 |
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| Kenvue (KVUE) | 0.9 | $2.4M | -2% | 106k | 23.13 |
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| McDonald's Corporation (MCD) | 0.9 | $2.3M | -2% | 7.6k | 304.53 |
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| Take-Two Interactive Software (TTWO) | 0.9 | $2.3M | +107% | 15k | 153.71 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.8 | $2.1M | +2% | 11k | 200.37 |
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| Boeing Company (BA) | 0.8 | $2.0M | +18% | 13k | 152.04 |
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| Select Sector Spdr Tr Communication (XLC) | 0.7 | $1.9M | +63% | 22k | 90.40 |
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| FedEx Corporation (FDX) | 0.7 | $1.9M | 7.0k | 273.68 |
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| Caterpillar (CAT) | 0.6 | $1.7M | 4.3k | 391.12 |
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| Williams Companies (WMB) | 0.6 | $1.6M | -3% | 36k | 45.65 |
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| Workday Cl A (WDAY) | 0.5 | $1.4M | NEW | 5.8k | 244.41 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $1.4M | -8% | 12k | 115.30 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.5 | $1.4M | 15k | 91.81 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $1.4M | +3% | 8.8k | 154.02 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.3M | -24% | 2.9k | 460.26 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.3M | +450% | 11k | 121.44 |
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| Abbott Laboratories (ABT) | 0.5 | $1.3M | +5% | 11k | 114.01 |
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| Gilead Sciences (GILD) | 0.5 | $1.2M | 15k | 83.84 |
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| Exelon Corporation (EXC) | 0.4 | $1.0M | +6% | 26k | 40.55 |
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| Illumina (ILMN) | 0.4 | $1.0M | +30% | 7.7k | 130.41 |
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| Chubb (CB) | 0.4 | $983k | -5% | 3.4k | 288.39 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $859k | -8% | 7.3k | 117.22 |
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| Select Sector Spdr Tr Financial (XLF) | 0.3 | $858k | +5% | 19k | 45.32 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $846k | +7% | 1.5k | 573.76 |
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| Goldman Sachs (GS) | 0.3 | $822k | -10% | 1.7k | 495.11 |
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| Cleveland-cliffs (CLF) | 0.3 | $798k | +14% | 63k | 12.77 |
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| Linde SHS (LIN) | 0.3 | $718k | 1.5k | 476.86 |
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| Howard Hughes Holdings (HHH) | 0.3 | $701k | +23% | 9.1k | 77.43 |
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| Costco Wholesale Corporation (COST) | 0.3 | $669k | 755.00 | 886.52 |
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| General Motors Company (GM) | 0.3 | $661k | -3% | 15k | 44.84 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.2 | $642k | 6.5k | 98.80 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $580k | 1.5k | 375.38 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $563k | +2% | 4.2k | 135.44 |
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| Wynn Resorts (WYNN) | 0.2 | $551k | -3% | 5.8k | 95.88 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.2 | $525k | +5% | 36k | 14.69 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $494k | 3.0k | 167.19 |
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| Bank of America Corporation (BAC) | 0.2 | $470k | 12k | 39.68 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $453k | 1.6k | 283.16 |
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| Dominion Resources (D) | 0.2 | $445k | 7.7k | 57.79 |
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| Amgen (AMGN) | 0.2 | $435k | -37% | 1.4k | 322.21 |
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| Welltower Inc Com reit (WELL) | 0.2 | $416k | 3.3k | 128.03 |
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| Blackberry (BB) | 0.1 | $373k | 142k | 2.62 |
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| Advanced Micro Devices (AMD) | 0.1 | $357k | NEW | 2.2k | 164.08 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $309k | 10k | 30.85 |
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| Target Corporation (TGT) | 0.1 | $297k | 1.9k | 155.86 |
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| Coty Com Cl A (COTY) | 0.1 | $294k | 31k | 9.39 |
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| Zoetis Cl A (ZTS) | 0.1 | $292k | 1.5k | 195.38 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $280k | 1.5k | 189.80 |
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| Tesla Motors (TSLA) | 0.1 | $267k | -8% | 1.0k | 261.63 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $248k | 5.6k | 44.67 |
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| Chevron Corporation (CVX) | 0.1 | $248k | -19% | 1.7k | 147.27 |
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| Service Corporation International (SCI) | 0.1 | $235k | 3.0k | 78.92 |
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| Pepsi (PEP) | 0.1 | $223k | -3% | 1.3k | 170.05 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $214k | NEW | 2.6k | 83.00 |
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Past Filings by Beech Hill Advisors
SEC 13F filings are viewable for Beech Hill Advisors going back to 2011
- Beech Hill Advisors 2024 Q3 filed Oct. 16, 2024
- Beech Hill Advisors 2024 Q2 filed July 12, 2024
- Beech Hill Advisors 2024 Q1 filed April 12, 2024
- Beech Hill Advisors 2023 Q4 filed Jan. 10, 2024
- Beech Hill Advisors 2023 Q3 filed Oct. 11, 2023
- Beech Hill Advisors 2023 Q2 filed July 11, 2023
- Beech Hill Advisors 2023 Q1 filed April 14, 2023
- Beech Hill Advisors 2022 Q4 filed Jan. 18, 2023
- Beech Hill Advisors 2022 Q3 filed Oct. 12, 2022
- Beech Hill Advisors 2022 Q2 filed July 11, 2022
- Beech Hill Advisors 2022 Q1 filed April 19, 2022
- Beech Hill Advisors 2021 Q4 filed Jan. 19, 2022
- Beech Hill Advisors 2021 Q3 filed Oct. 14, 2021
- Beech Hill Advisors 2021 Q2 filed July 15, 2021
- Beech Hill Advisors 2021 Q1 filed April 19, 2021
- Beech Hill Advisors 2020 Q4 filed Jan. 22, 2021