Beverly Hills Private Wealth, LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$505.6B
Holdings
336
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (336 positions)
| Stock | Value |
|---|---|
TAT&T INC | $1.3B |
HONHONEYWELL INTL INC | $1.3B |
GSKGSK PLC | $1.3B |
MDLZMONDELEZ INTL INC | $1.3B |
UPSUNITED PARCEL SERVICE INC | $1.3B |
EMBJEMBRAER S.A. | $1.3B |
AMTAMERICAN TOWER CORP NEW | $1.3B |
8CWCROWN CASTLE INC | $1.2B |
BACBANK AMERICA CORP | $1.2B |
SPGIS&P GLOBAL INC | $1.2B |
LLYELI LILLY & CO | $1.2B |
ZTSZOETIS INC | $1.1B |
ARCCARES CAPITAL CORP | $1.1B |
SCHRSCHWAB STRATEGIC TR | $1.1B |
KLACKLA CORP | $1.1B |
COSTCOSTCO WHSL CORP NEW | $1.1B |
VTEBVANGUARD MUN BD FDS | $1.1B |
UNPUNION PAC CORP | $1.0B |
SONYSONY GROUP CORP | $1.0B |
IBMINTERNATIONAL BUSINESS MACHS | $1.0B |
GDXJVANECK ETF TRUST | $1.0B |
APHAMPHENOL CORP NEW | $995.0M |
TTENTOTALENERGIES SE | $982.4M |
MPCMARATHON PETE CORP | $981.9M |
NVSNNOVARTIS AG | $968.3M |
INTUINTUIT | $958.8M |
SNYSANOFI | $944.1M |
EPDENTERPRISE PRODS PARTNERS L | $928.9M |
AONAON PLC | $915.9M |
RTXRTX CORPORATION | $914.1M |
AMATAPPLIED MATLS INC | $887.8M |
QCOMQUALCOMM INC | $865.6M |
ENBENBRIDGE INC | $835.0M |
CATCATERPILLAR INC | $834.7M |
MARMARRIOTT INTL INC NEW | $834.7M |
PLTRPALANTIR TECHNOLOGIES INC | $815.0M |
DFAIDIMENSIONAL ETF TRUST | $773.7M |
SHVISHARES TR | $773.1M |
AROCARCHROCK INC | $733.5M |
PFEPFIZER INC | $718.7M |
AQLTISHARES TR | $699.6M |
CBRECBRE GROUP INC | $662.7M |
SILGLOBAL X FDS | $662.3M |
CCEPCOCA-COLA EUROPACIFIC PARTNE | $651.2M |
ORCLORACLE CORP | $640.3M |
MLB1MERCADOLIBRE INC | $620.4M |
FTAIFTAI AVIATION LTD | $616.9M |
VSTVISTRA CORP | $604.9M |
AMGNAMGEN INC | $601.9M |
HDHOME DEPOT INC | $601.1M |
SHELSHELL PLC | $597.4M |
SHOPSHOPIFY INC | $592.3M |
GRT-UGRANITE REAL ESTATE INVT TR | $591.0M |
GATXGATX CORP | $590.8M |
ADIANALOG DEVICES INC | $576.3M |
ULUNILEVER PLC | $568.6M |
IWFISHARES TR | $563.3M |
HLIHOULIHAN LOKEY INC | $562.8M |
MRKMERCK & CO INC | $561.7M |
CFCF INDS HLDGS INC | $559.8M |
RGAREINSURANCE GRP OF AMERICA I | $556.0M |
PGPROCTER AND GAMBLE CO | $552.5M |
IEURISHARES TR | $548.2M |
WWDWOODWARD INC | $541.3M |
METMETLIFE INC | $538.6M |
MOG/AMOOG INC | $534.4M |
RRYDER SYS INC | $531.1M |
RJFRAYMOND JAMES FINL INC | $528.4M |
TRVTRAVELERS COMPANIES INC | $525.0M |
ETRENTERGY CORP NEW | $521.9M |
TDYTELEDYNE TECHNOLOGIES INC | $511.6M |
SHYISHARES TR | $508.9M |
VTIVANGUARD INDEX FDS | $503.4M |
ARESARES MANAGEMENT CORPORATION | $500.8M |
AZNASTRAZENECA PLC | $497.5M |
SNASNAP ON INC | $497.1M |
NFLXNETFLIX INC | $493.3M |
EPR 9 PERP EEPR PPTYS | $485.4M |
MDTMEDTRONIC PLC | $484.9M |
QUALISHARES TR | $483.8M |
INDAISHARES TR | $483.7M |
BMYBRISTOL-MYERS SQUIBB CO | $483.5M |
TRPTC ENERGY CORP | $481.6M |
MFCMANULIFE FINL CORP | $481.2M |
RSGREPUBLIC SVCS INC | $478.3M |
GMGENERAL MTRS CO | $472.9M |
KVUEKENVUE INC | $461.7M |
NDQINVESCO QQQ TR | $458.6M |
CRMSALESFORCE INC | $450.1M |
ENVXENOVIX CORPORATION | $448.3M |
DWXSPDR INDEX SHS FDS | $446.2M |
RSPINVESCO EXCHANGE TRADED FD T | $444.2M |
NGGNATIONAL GRID PLC | $435.4M |
AEPAMERICAN ELEC PWR CO INC | $433.0M |
IVWISHARES TR | $432.3M |
KMBKIMBERLY-CLARK CORP | $430.9M |
LMTLOCKHEED MARTIN CORP | $426.8M |
DRIDARDEN RESTAURANTS INC | $420.5M |
IRMIRON MTN INC DEL | $420.5M |
MBBISHARES TR | $408.2M |