Beverly Hills Private Wealth, LLC Q3 2023 Filing

Filed November 8, 2023

Portfolio Value

$336.2M

Holdings

294

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (294 positions)

StockValue
AVGOBROADCOM INC
$1.9M
MSFTMICROSOFT CORP
$1.7M
NVSNNOVARTIS AG
$1.6M
UNHUNITEDHEALTH GROUP INC
$1.6M
CSCOCISCO SYS INC
$1.5M
4I1PHILIP MORRIS INTL INC
$1.5M
TTENTOTALENERGIES SE
$1.5M
MRKMERCK & CO INC
$1.5M
SNYSANOFI
$1.3M
BACBANK AMERICA CORP
$1.2M
NVONOVO-NORDISK A S
$1.1M
AAPLAPPLE INC
$1.1M
EPDENTERPRISE PRODS PARTNERS L
$1.1M
CMCSACOMCAST CORP NEW
$1.1M
BACVERIZON COMMUNICATIONS INC
$1.0M
METAMETA PLATFORMS INC
$1.0M
WMTWALMART INC
$1.0M
PFEPFIZER INC
$1.0M
PEPPEPSICO INC
$1.0M
IUSBISHARES TR
$992K
ENBENBRIDGE INC
$965K
LLYELI LILLY & CO
$961K
CFCF INDS HLDGS INC
$959K
FISFIDELITY NATL INFORMATION SV
$943K
ADIANALOG DEVICES INC
$939K
ABBVABBVIE INC
$926K
CCEPCOCA-COLA EUROPACIFIC PARTNE
$922K
BMTABRITISH AMERN TOB PLC
$913K
JAAAJANUS DETROIT STR TR
$905K
DFAIDIMENSIONAL ETF TRUST
$895K
IBMINTERNATIONAL BUSINESS MACHS
$895K
NOCNORTHROP GRUMMAN CORP
$881K
LINLINDE PLC
$867K
BCEBCE INC
$864K
QUALISHARES TR
$846K
EFVISHARES TR
$844K
HLIHOULIHAN LOKEY INC
$799K
INTUINTUIT
$793K
RINGISHARES INC
$775K
MDTMEDTRONIC PLC
$773K
IFFINTERNATIONAL FLAVORS&FRAGRA
$765K
QCOMQUALCOMM INC
$733K
JPMJPMORGAN CHASE & CO
$722K
MMM3M CO
$719K
MBBISHARES TR
$719K
TDYTELEDYNE TECHNOLOGIES INC
$719K
AMGNAMGEN INC
$716K
ULUNILEVER PLC
$701K
GSSTGOLDMAN SACHS ETF TR
$700K
EFGISHARES TR
$693K
GATXGATX CORP
$673K
AZNASTRAZENECA PLC
$667K
QSRRESTAURANT BRANDS INTL INC
$666K
RGAREINSURANCE GRP OF AMERICA I
$663K
KLACKLA CORP
$657K
HDHOME DEPOT INC
$647K
AOSSMITH A O CORP
$643K
ALBALBEMARLE CORP
$638K
MPWRMONOLITHIC PWR SYS INC
$636K
CATCATERPILLAR INC
$629K
GSKGSK PLC
$627K
NGGNATIONAL GRID PLC
$627K
RRYDER SYS INC
$615K
HOLXHOLOGIC INC
$613K
CBRECBRE GROUP INC
$612K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$602K
SNASNAP ON INC
$598K
TRVTRAVELERS COMPANIES INC
$597K
VGSHVANGUARD SCOTTSDALE FDS
$596K
AROCARCHROCK INC
$593K
PGPROCTER AND GAMBLE CO
$588K
RTXRTX CORPORATION
$582K
HXLHEXCEL CORP NEW
$577K
RJFRAYMOND JAMES FINL INC
$577K
DIODDIODES INC
$576K
WWDWOODWARD INC
$570K
ARWARROW ELECTRS INC
$555K
UPSUNITED PARCEL SERVICE INC
$544K
MOG/AMOOG INC
$543K
FMFFORMFACTOR INC
$541K
SMFGSUMITOMO MITSUI FINL GROUP I
$536K
AKXANSYS INC
$533K
CNMDCONMED CORP
$532K
ETNEATON CORP PLC
$526K
SHYISHARES TR
$512K
CRLCHARLES RIV LABS INTL INC
$511K
AKAMAKAMAI TECHNOLOGIES INC
$502K
DHID R HORTON INC
$499K
COSTCOSTCO WHSL CORP NEW
$498K
TRPTC ENERGY CORP
$492K
NSPINSPERITY INC
$486K
PZZAPAPA JOHNS INTL INC
$485K
DUKDUKE ENERGY CORP NEW
$484K
COPCONOCOPHILLIPS
$482K
IRMIRON MTN INC DEL
$476K
METMETLIFE INC
$475K
DRIDARDEN RESTAURANTS INC
$469K
NEENEXTERA ENERGY INC
$469K
HONHONEYWELL INTL INC
$466K
ORCLORACLE CORP
$466K
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