Beverly Hills Private Wealth, LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$505.6M
Holdings
336
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (336 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $25.2M |
MSFTMICROSOFT CORP | $17.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $14.4M |
JPMJPMORGAN CHASE & CO. | $13.3M |
AMZNAMAZON COM INC | $11.3M |
VGITVANGUARD SCOTTSDALE FDS | $10.9M |
4I1PHILIP MORRIS INTL INC | $10.8M |
VGSHVANGUARD SCOTTSDALE FDS | $10.6M |
NVDANVIDIA CORPORATION | $10.4M |
METAMETA PLATFORMS INC | $7.7M |
SCHWSCHWAB CHARLES CORP | $7.6M |
GBILGOLDMAN SACHS ETF TR | $6.6M |
BACVERIZON COMMUNICATIONS INC | $6.1M |
ELVELEVANCE HEALTH INC | $5.9M |
UNHUNITEDHEALTH GROUP INC | $5.6M |
CMCSACOMCAST CORP NEW | $5.4M |
VVISA INC | $5.3M |
JAAAJANUS DETROIT STR TR | $5.1M |
GOOGALPHABET INC | $5.0M |
PEPPEPSICO INC | $5.0M |
KRKROGER CO | $4.9M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $4.9M |
AVGOBROADCOM INC | $4.8M |
VMBSVANGUARD SCOTTSDALE FDS | $4.4M |
CVXCHEVRON CORP NEW | $4.4M |
GNMAISHARES TR | $4.3M |
ACIALBERTSONS COS INC | $4.3M |
JNJJOHNSON & JOHNSON | $4.2M |
BLKBLACKROCK INC | $3.9M |
IVVISHARES TR | $3.9M |
LOWLOWES COS INC | $3.8M |
MCDMCDONALDS CORP | $3.8M |
SWSMURFIT WESTROCK PLC | $3.7M |
BTTBLACKROCK MUN TARGET TERM TR | $3.7M |
0HQKCBL & ASSOC PPTYS INC | $3.4M |
DTFDTF TAX-FREE INCOME 2028 TER | $3.4M |
TXNTEXAS INSTRS INC | $3.3M |
XOMEXXON MOBIL CORP | $3.3M |
NWSNEWS CORP NEW | $3.3M |
SFSTIFEL FINL CORP | $3.3M |
ETENERGY TRANSFER L P | $3.2M |
CSCOCISCO SYS INC | $3.2M |
KMI 4.75 03/31/28EL PASO ENERGY CAP TR I | $3.2M |
PGRPROGRESSIVE CORP | $3.1M |
NVONOVO-NORDISK A S | $3.0M |
ABBVABBVIE INC | $2.9M |
WMTWALMART INC | $2.8M |
EDVVANGUARD WORLD FD | $2.8M |
SUSUNCOR ENERGY INC NEW | $2.6M |
APDAIR PRODS & CHEMS INC | $2.6M |
SBUXSTARBUCKS CORP | $2.6M |
GDXVANECK ETF TRUST | $2.6M |
KYNKAYNE ANDERSON ENERGY INFRST | $2.5M |
LINLINDE PLC | $2.5M |
AIVAPARTMENT INVT & MGMT CO | $2.4M |
GOOGLALPHABET INC | $2.4M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2.4M |
AERAERCAP HOLDINGS NV | $2.4M |
NOCNORTHROP GRUMMAN CORP | $2.4M |
PAYXPAYCHEX INC | $2.4M |
CVECENOVUS ENERGY INC | $2.4M |
BABAALIBABA GROUP HLDG LTD | $2.3M |
MAMASTERCARD INCORPORATED | $2.3M |
WEXWEX INC | $2.3M |
CLIPGLOBAL X FDS | $2.2M |
MSIMOTOROLA SOLUTIONS INC | $2.2M |
BDXBECTON DICKINSON & CO | $2.2M |
NSCNORFOLK SOUTHN CORP | $2.1M |
AXPAMERICAN EXPRESS CO | $2.0M |
PHGKONINKLIJKE PHILIPS N V | $2.0M |
FASTFASTENAL CO | $2.0M |
DEODIAGEO PLC | $2.0M |
MOALTRIA GROUP INC | $1.9M |
ABTABBOTT LABS | $1.9M |
MCKMCKESSON CORP | $1.9M |
FISFIDELITY NATL INFORMATION SV | $1.9M |
PYPLPAYPAL HLDGS INC | $1.9M |
WECWEC ENERGY GROUP INC | $1.9M |
NEENEXTERA ENERGY INC | $1.8M |
MRSHMARSH & MCLENNAN COS INC | $1.7M |
OPYOPPENHEIMER HLDGS INC | $1.7M |
ACNACCENTURE PLC IRELAND | $1.7M |
PCARPACCAR INC | $1.7M |
TJXTJX COS INC NEW | $1.7M |
7HPHP INC | $1.6M |
DDOMINION ENERGY INC | $1.6M |
RINGISHARES INC | $1.6M |
ETNEATON CORP PLC | $1.6M |
BKBANK NEW YORK MELLON CORP | $1.6M |
TELTE CONNECTIVITY PLC | $1.5M |
PLDPROLOGIS INC. | $1.5M |
PKGPACKAGING CORP AMER | $1.5M |
CINFCINCINNATI FINL CORP | $1.5M |
NBXGNEUBERGER BERMAN NEXT GENERA | $1.4M |
ALXALEXANDERS INC | $1.4M |
TTTRANE TECHNOLOGIES PLC | $1.4M |
GLWCORNING INC | $1.3M |
DWDMORGAN STANLEY | $1.3M |
UBSUBS GROUP AG | $1.3M |
MGMMGM RESORTS INTERNATIONAL | $1.3M |
Page 1 of 4Next