Beech Hill Advisors
Latest statistics and disclosures from Beech Hill Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, GOOGL, AAPL, META, UBER, and represent 19.02% of Beech Hill Advisors's stock portfolio.
- Added to shares of these 10 stocks: ORCL, NEE, SBUX, XLY, NKE, XLK, WMT, AMZN, XLV, FSLR.
- Started 7 new stock positions in SPY, SCI, XLY, XLRE, NKE, FLRN, VTI.
- Reduced shares in these 10 stocks: HUM, CMI, AVGO, QCOM, BRK.B, ADP, , AMAT, AAPL, META.
- Sold out of its positions in CMI, HUM, TSLA.
- Beech Hill Advisors was a net buyer of stock by $15M.
- Beech Hill Advisors has $241M in assets under management (AUM), dropping by 16.42%.
- Central Index Key (CIK): 0001356202
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Portfolio Holdings for Beech Hill Advisors
Beech Hill Advisors holds 95 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 4.6 | $11M | +15% | 61k | 180.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $9.7M | +2% | 64k | 150.93 |
|
| Apple (AAPL) | 3.6 | $8.6M | -2% | 50k | 171.48 |
|
| Meta Platforms Cl A (META) | 3.6 | $8.6M | -2% | 18k | 485.58 |
|
| Uber Technologies (UBER) | 3.3 | $7.9M | 102k | 76.99 |
|
|
| Eaton Corp SHS (ETN) | 3.2 | $7.7M | 25k | 312.68 |
|
|
| Applied Materials (AMAT) | 3.0 | $7.3M | -3% | 36k | 206.23 |
|
| Microsoft Corporation (MSFT) | 2.7 | $6.4M | +4% | 15k | 420.73 |
|
| Walt Disney Company (DIS) | 2.3 | $5.5M | +2% | 45k | 122.36 |
|
| Qualcomm (QCOM) | 2.2 | $5.4M | -4% | 32k | 169.30 |
|
| Abbvie (ABBV) | 2.2 | $5.4M | 29k | 182.10 |
|
|
| Merck & Co (MRK) | 2.1 | $5.0M | 38k | 131.95 |
|
|
| TJX Companies (TJX) | 2.0 | $4.9M | 48k | 101.42 |
|
|
| First Solar (FSLR) | 1.9 | $4.6M | +20% | 27k | 168.80 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 1.9 | $4.5M | 50k | 90.91 |
|
|
| Expedia Group Com New (EXPE) | 1.8 | $4.4M | +3% | 32k | 137.75 |
|
| Broadcom (AVGO) | 1.7 | $4.2M | -7% | 3.1k | 1325.61 |
|
| Visa Com Cl A (V) | 1.7 | $4.1M | 15k | 279.07 |
|
|
| Medtronic SHS (MDT) | 1.7 | $4.0M | 46k | 87.15 |
|
|
| Starbucks Corporation (SBUX) | 1.7 | $4.0M | +119% | 44k | 91.39 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $4.0M | +15% | 20k | 200.30 |
|
| Home Depot (HD) | 1.6 | $3.8M | 10k | 383.61 |
|
|
| Nextera Energy (NEE) | 1.6 | $3.8M | +169% | 60k | 63.91 |
|
| salesforce (CRM) | 1.6 | $3.8M | 13k | 301.18 |
|
|
| Oracle Corporation (ORCL) | 1.6 | $3.7M | +751% | 30k | 125.61 |
|
| Digital Realty Trust (DLR) | 1.5 | $3.7M | 26k | 144.04 |
|
|
| Netflix (NFLX) | 1.5 | $3.7M | 6.0k | 607.33 |
|
|
| EXACT Sciences Corporation (EXAS) | 1.5 | $3.6M | 52k | 69.06 |
|
|
| Chart Industries (GTLS) | 1.4 | $3.5M | +6% | 21k | 164.72 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.4 | $3.4M | +4% | 26k | 131.37 |
|
| International Business Machines (IBM) | 1.3 | $3.2M | 17k | 190.96 |
|
|
| Coca-Cola Company (KO) | 1.3 | $3.2M | +3% | 52k | 61.18 |
|
| Johnson & Johnson (JNJ) | 1.3 | $3.1M | +2% | 20k | 158.19 |
|
| Pfizer (PFE) | 1.2 | $2.9M | +8% | 106k | 27.75 |
|
| Procter & Gamble Company (PG) | 1.2 | $2.9M | 18k | 162.25 |
|
|
| Kraft Heinz (KHC) | 1.2 | $2.9M | +4% | 78k | 36.90 |
|
| Vici Pptys (VICI) | 1.2 | $2.9M | +4% | 96k | 29.79 |
|
| Automatic Data Processing (ADP) | 1.1 | $2.6M | -8% | 11k | 249.74 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.1 | $2.6M | +183% | 12k | 208.27 |
|
| Paypal Holdings (PYPL) | 1.0 | $2.4M | +2% | 35k | 66.99 |
|
| Wal-Mart Stores (WMT) | 1.0 | $2.4M | +200% | 39k | 60.17 |
|
| American Tower Reit (AMT) | 1.0 | $2.3M | +6% | 12k | 197.59 |
|
| Kenvue (KVUE) | 1.0 | $2.3M | 108k | 21.46 |
|
|
| Freeport-mcmoran CL B (FCX) | 1.0 | $2.3M | +3% | 49k | 47.02 |
|
| McDonald's Corporation (MCD) | 0.9 | $2.2M | +14% | 7.7k | 281.97 |
|
| FedEx Corporation (FDX) | 0.8 | $2.0M | -4% | 6.9k | 289.74 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.8 | $1.9M | NEW | 10k | 183.89 |
|
| Boeing Company (BA) | 0.8 | $1.9M | 9.6k | 192.99 |
|
|
| Nike CL B (NKE) | 0.8 | $1.8M | NEW | 19k | 93.98 |
|
| Align Technology (ALGN) | 0.8 | $1.8M | 5.5k | 327.92 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.8M | -12% | 4.2k | 420.52 |
|
| Caterpillar (CAT) | 0.7 | $1.6M | +2% | 4.4k | 366.43 |
|
| Williams Companies (WMB) | 0.6 | $1.4M | 37k | 38.97 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.6 | $1.4M | +30% | 15k | 91.80 |
|
| Duke Energy Corp Com New (DUK) | 0.6 | $1.3M | +11% | 14k | 96.71 |
|
| Abbott Laboratories (ABT) | 0.5 | $1.3M | 11k | 113.66 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $1.3M | +187% | 8.5k | 147.73 |
|
| Cleveland-cliffs (CLF) | 0.5 | $1.2M | 53k | 22.74 |
|
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| Gilead Sciences (GILD) | 0.5 | $1.1M | +4% | 15k | 73.25 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.5 | $1.1M | +49% | 14k | 81.66 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $1.0M | 19k | 54.23 |
|
|
| Public Service Enterprise (PEG) | 0.4 | $952k | +3% | 14k | 66.78 |
|
| Chubb (CB) | 0.4 | $936k | 3.6k | 259.13 |
|
|
| Illumina (ILMN) | 0.3 | $813k | 5.9k | 137.32 |
|
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| Goldman Sachs (GS) | 0.3 | $794k | 1.9k | 417.69 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $743k | NEW | 1.4k | 523.07 |
|
| Linde SHS (LIN) | 0.3 | $699k | 1.5k | 464.32 |
|
|
| General Motors Company (GM) | 0.3 | $680k | -3% | 15k | 45.35 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.3 | $614k | +33% | 6.5k | 94.89 |
|
| Amgen (AMGN) | 0.3 | $611k | 2.2k | 284.32 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $609k | 16k | 37.92 |
|
|
| Wynn Resorts (WYNN) | 0.3 | $608k | 6.0k | 102.23 |
|
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| Costco Wholesale Corporation (COST) | 0.2 | $553k | -11% | 755.00 | 732.63 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $525k | +4% | 4.5k | 116.24 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $521k | 1.5k | 337.05 |
|
|
| Howard Hughes Holdings (HHH) | 0.2 | $483k | +5% | 6.7k | 72.62 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $481k | 3.2k | 152.26 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.2 | $469k | +43% | 34k | 13.98 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $435k | NEW | 1.7k | 259.90 |
|
| Norfolk Southern (NSC) | 0.2 | $409k | 1.6k | 254.87 |
|
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| CSX Corporation (CSX) | 0.2 | $405k | 11k | 37.07 |
|
|
| CVS Caremark Corporation (CVS) | 0.2 | $399k | -4% | 5.0k | 79.76 |
|
| Union Pacific Corporation (UNP) | 0.2 | $394k | 1.6k | 245.93 |
|
|
| Blackberry (BB) | 0.2 | $393k | -3% | 142k | 2.76 |
|
| Dominion Resources (D) | 0.2 | $379k | -2% | 7.7k | 49.19 |
|
| Coty Com Cl A (COTY) | 0.2 | $374k | 31k | 11.96 |
|
|
| Target Corporation (TGT) | 0.1 | $338k | -34% | 1.9k | 177.21 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $304k | 3.3k | 93.44 |
|
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $300k | NEW | 9.7k | 30.83 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $264k | -22% | 1.5k | 179.11 |
|
| Zoetis Cl A (ZTS) | 0.1 | $253k | -4% | 1.5k | 169.21 |
|
| Service Corporation International (SCI) | 0.1 | $221k | NEW | 3.0k | 74.20 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $209k | NEW | 5.3k | 39.53 |
|
| Pepsi (PEP) | 0.1 | $208k | 1.2k | 175.01 |
|
|
| Paramount Global Class B Com (PARA) | 0.1 | $125k | 11k | 11.77 |
|
Past Filings by Beech Hill Advisors
SEC 13F filings are viewable for Beech Hill Advisors going back to 2011
- 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
- Beech Hill Advisors 2020 Q3 filed Oct. 19, 2020
- Beech Hill Advisors 2020 Q2 filed July 17, 2020