Beverly Hills Private Wealth, LLC Q1 2024 Filing
Filed May 9, 2024
Portfolio Value
$433.0M
Holdings
355
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (355 positions)
| Stock | Value |
|---|---|
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.5M |
AAPLAPPLE INC | $1.6M |
BACBANK AMERICA CORP | $1.6M |
LLYELI LILLY & CO | $1.5M |
TTENTOTALENERGIES SE | $1.4M |
4I1PHILIP MORRIS INTL INC | $1.4M |
CSCOCISCO SYS INC | $1.4M |
AVGOBROADCOM INC | $1.4M |
DWDMORGAN STANLEY | $1.4M |
NVSNNOVARTIS AG | $1.3M |
KLACKLA CORP | $1.2M |
PCARPACCAR INC | $1.2M |
MSFTMICROSOFT CORP | $1.2M |
NWSNEWS CORP NEW | $1.2M |
SBUXSTARBUCKS CORP | $1.1M |
ABBVABBVIE INC | $1.1M |
SNYSANOFI | $1.1M |
JPMJPMORGAN CHASE & CO | $1.1M |
PFEPFIZER INC | $1.1M |
EPDENTERPRISE PRODS PARTNERS L | $1.1M |
SUSUNCOR ENERGY INC NEW | $1.1M |
IBMINTERNATIONAL BUSINESS MACHS | $1.1M |
GSKGSK PLC | $1.1M |
WMTWALMART INC | $1.0M |
INTUINTUIT | $1.0M |
IUSBISHARES TR | $1.0M |
VSTVISTRA CORP | $1.0M |
LINLINDE PLC | $1.0M |
BLKCHFBLACKROCK INC | $994K |
METAMETA PLATFORMS INC | $990K |
SHVISHARES TR | $967K |
NVONOVO-NORDISK A S | $964K |
SFSTIFEL FINL CORP | $953K |
VMBSVANGUARD SCOTTSDALE FDS | $952K |
KMI 4.75 03/31/28EL PASO ENERGY CAP TR I | $947K |
CVECENOVUS ENERGY INC | $943K |
AIVAPARTMENT INVT & MGMT CO | $919K |
—KIMCO RLTY CORP | $892K |
RUSHARUSH ENTERPRISES INC | $892K |
ADIANALOG DEVICES INC | $884K |
HDHOME DEPOT INC | $883K |
AMATAPPLIED MATLS INC | $877K |
NOCNORTHROP GRUMMAN CORP | $868K |
MBBISHARES TR | $866K |
AMZNAMAZON COM INC | $849K |
BDXBECTON DICKINSON & CO | $830K |
CATCATERPILLAR INC | $830K |
ENBENBRIDGE INC | $817K |
CFCF INDS HLDGS INC | $815K |
UBSUBS GROUP AG | $788K |
UNHUNITEDHEALTH GROUP INC | $788K |
AROCARCHROCK INC | $786K |
COSTCOSTCO WHSL CORP NEW | $785K |
MPWRMONOLITHIC PWR SYS INC | $784K |
IVVISHARES TR | $768K |
CCEPCOCA-COLA EUROPACIFIC PARTNE | $759K |
NGGNATIONAL GRID PLC | $758K |
HLIHOULIHAN LOKEY INC | $755K |
0HQKCBL & ASSOC PPTYS INC | $755K |
RGAREINSURANCE GRP OF AMERICA I | $754K |
AOSSMITH A O CORP | $744K |
MRKMERCK & CO INC | $744K |
JMSTJ P MORGAN EXCHANGE TRADED F | $742K |
TRVTRAVELERS COMPANIES INC | $738K |
QUALISHARES TR | $723K |
GMGENERAL MTRS CO | $723K |
ONON SEMICONDUCTOR CORP | $721K |
PYPLPAYPAL HLDGS INC | $717K |
GATXGATX CORP | $712K |
ULUNILEVER PLC | $712K |
ETNEATON CORP PLC | $711K |
NCZVIRTUS CONVERTIBLE & INC 202 | $709K |
BCEBCE INC | $708K |
AMGNAMGEN INC | $706K |
QSRRESTAURANT BRANDS INTL INC | $690K |
CBRECBRE GROUP INC | $689K |
RTXRTX CORPORATION | $683K |
CMCSACOMCAST CORP NEW | $678K |
MDTMEDTRONIC PLC | $673K |
BKBANK NEW YORK MELLON CORP | $667K |
DYNFBLACKROCK ETF TRUST | $665K |
MOG/AMOOG INC | $657K |
EMBJEMBRAER S.A. | $655K |
SHELSHELL PLC | $655K |
TDYTELEDYNE TECHNOLOGIES INC | $651K |
AERAERCAP HOLDINGS NV | $650K |
CRLCHARLES RIV LABS INTL INC | $648K |
DHID R HORTON INC | $643K |
SCHWSCHWAB CHARLES CORP | $642K |
BACVERIZON COMMUNICATIONS INC | $635K |
RJFRAYMOND JAMES FINL INC | $634K |
MLB1MERCADOLIBRE INC | $609K |
AZNASTRAZENECA PLC | $606K |
WWDWOODWARD INC | $604K |
SNASNAP ON INC | $602K |
AQLTISHARES TR | $602K |
IRMIRON MTN INC DEL | $593K |
PGPROCTER AND GAMBLE CO | $592K |
RRYDER SYS INC | $592K |
HOLXHOLOGIC INC | $589K |
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