Beverly Hills Private Wealth, LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$533.5M
Holdings
337
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (337 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $22.9M |
AAPLAPPLE INC | $21.9M |
JPMJPMORGAN CHASE & CO. | $15.6M |
NVDANVIDIA CORPORATION | $14.4M |
AMZNAMAZON COM INC | $13.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $12.0M |
METAMETA PLATFORMS INC | $11.1M |
4I1PHILIP MORRIS INTL INC | $11.0M |
VGSHVANGUARD SCOTTSDALE FDS | $10.4M |
VGITVANGUARD SCOTTSDALE FDS | $9.7M |
SCHWSCHWAB CHARLES CORP | $9.6M |
AVGOBROADCOM INC | $7.6M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $6.7M |
JAAAJANUS DETROIT STR TR | $6.5M |
BACVERIZON COMMUNICATIONS INC | $6.4M |
GBILGOLDMAN SACHS ETF TR | $6.2M |
ELVELEVANCE HEALTH INC | $5.7M |
GOOGALPHABET INC | $5.1M |
VVISA INC | $5.1M |
0HQKCBL & ASSOC PPTYS INC | $4.9M |
GNMAISHARES TR | $4.9M |
PEPPEPSICO INC | $4.7M |
CMCSACOMCAST CORP NEW | $4.5M |
ACIALBERTSONS COS INC | $4.5M |
VMBSVANGUARD SCOTTSDALE FDS | $4.4M |
BLKBLACKROCK INC | $4.3M |
MGMMGM RESORTS INTERNATIONAL | $4.3M |
KRKROGER CO | $4.2M |
ALXALEXANDERS INC | $4.0M |
NWSNEWS CORP NEW | $3.9M |
SWSMURFIT WESTROCK PLC | $3.8M |
JNJJOHNSON & JOHNSON | $3.8M |
IVVISHARES TR | $3.8M |
SFSTIFEL FINL CORP | $3.8M |
TXNTEXAS INSTRS INC | $3.7M |
CVXCHEVRON CORP NEW | $3.6M |
BTTBLACKROCK MUN TARGET TERM TR | $3.6M |
KMI 4.75 03/31/28EL PASO ENERGY CAP TR I | $3.5M |
GOOGLALPHABET INC | $3.5M |
DTFDTF TAX-FREE INCOME 2028 TER | $3.5M |
MCDMCDONALDS CORP | $3.5M |
LOWLOWES COS INC | $3.5M |
CSCOCISCO SYS INC | $3.4M |
UNHUNITEDHEALTH GROUP INC | $3.2M |
AERAERCAP HOLDINGS NV | $3.2M |
EDVVANGUARD WORLD FD | $3.2M |
ETENERGY TRANSFER L P | $3.1M |
NVONOVO-NORDISK A S | $3.1M |
XOMEXXON MOBIL CORP | $3.0M |
GDXVANECK ETF TRUST | $2.9M |
WMTWALMART INC | $2.8M |
PGRPROGRESSIVE CORP | $2.8M |
SUSUNCOR ENERGY INC NEW | $2.7M |
NSCNORFOLK SOUTHN CORP | $2.7M |
AIVAPARTMENT INVT & MGMT CO | $2.6M |
ABBVABBVIE INC | $2.6M |
KYNKAYNE ANDERSON ENERGY INFRST | $2.5M |
AXPAMERICAN EXPRESS CO | $2.5M |
APDAIR PRODS & CHEMS INC | $2.4M |
LINLINDE PLC | $2.4M |
MAMASTERCARD INCORPORATED | $2.3M |
SBUXSTARBUCKS CORP | $2.3M |
CVECENOVUS ENERGY INC | $2.2M |
7HPHP INC | $2.2M |
NOCNORTHROP GRUMMAN CORP | $2.2M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2.2M |
BKBANK NEW YORK MELLON CORP | $2.1M |
PAYXPAYCHEX INC | $2.1M |
BABAALIBABA GROUP HLDG LTD | $2.1M |
FASTFASTENAL CO | $2.1M |
PYPLPAYPAL HLDGS INC | $2.1M |
MSIMOTOROLA SOLUTIONS INC | $2.0M |
PHGKONINKLIJKE PHILIPS N V | $2.0M |
FISFIDELITY NATL INFORMATION SV | $2.0M |
ETNEATON CORP PLC | $2.0M |
ABTABBOTT LABS | $1.9M |
DEODIAGEO PLC | $1.9M |
PCARPACCAR INC | $1.9M |
WECWEC ENERGY GROUP INC | $1.8M |
MOALTRIA GROUP INC | $1.8M |
DDOMINION ENERGY INC | $1.8M |
BDXBECTON DICKINSON & CO | $1.8M |
CLIPGLOBAL X FDS | $1.7M |
TELTE CONNECTIVITY PLC | $1.7M |
NBXGNEUBERGER BERMAN NEXT GENERA | $1.7M |
GLWCORNING INC | $1.7M |
NEENEXTERA ENERGY INC | $1.7M |
RINGISHARES INC | $1.7M |
TTTRANE TECHNOLOGIES PLC | $1.7M |
TJXTJX COS INC NEW | $1.6M |
DWDMORGAN STANLEY | $1.6M |
EMBJEMBRAER S.A. | $1.5M |
ACNACCENTURE PLC IRELAND | $1.5M |
MRSHMARSH & MCLENNAN COS INC | $1.5M |
SCHRSCHWAB STRATEGIC TR | $1.5M |
APHAMPHENOL CORP NEW | $1.4M |
GSKGSK PLC | $1.4M |
KLACKLA CORP | $1.4M |
CBCHUBB LIMITED | $1.4M |
CINFCINCINNATI FINL CORP | $1.4M |
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