Beverly Hills Private Wealth, LLC Q3 2024 Filing
Filed November 12, 2024
Portfolio Value
$494.9M
Holdings
337
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (337 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $26.8M |
MSFTMICROSOFT CORP | $19.5M |
NVDANVIDIA CORPORATION | $12.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $12.0M |
AMZNAMAZON COM INC | $10.6M |
VGSHVANGUARD SCOTTSDALE FDS | $10.4M |
JPMJPMORGAN CHASE & CO. | $9.7M |
4I1PHILIP MORRIS INTL INC | $8.1M |
GBILGOLDMAN SACHS ETF TR | $8.1M |
METAMETA PLATFORMS INC | $7.2M |
VGITVANGUARD SCOTTSDALE FDS | $6.9M |
JAAAJANUS DETROIT STR TR | $6.5M |
AVGOBROADCOM INC | $6.2M |
CMCSACOMCAST CORP NEW | $5.6M |
UNHUNITEDHEALTH GROUP INC | $5.4M |
GOOGALPHABET INC | $5.3M |
SCHWSCHWAB CHARLES CORP | $5.2M |
BACVERIZON COMMUNICATIONS INC | $5.1M |
VMBSVANGUARD SCOTTSDALE FDS | $4.9M |
ELVELEVANCE HEALTH INC | $4.9M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $4.7M |
LOWLOWES COS INC | $4.6M |
PEPPEPSICO INC | $4.6M |
JNJJOHNSON & JOHNSON | $4.2M |
TXNTEXAS INSTRS INC | $4.1M |
IVVISHARES TR | $4.0M |
CVXCHEVRON CORP NEW | $4.0M |
VVISA INC | $3.9M |
PKGPACKAGING CORP AMER | $3.8M |
NVONOVO-NORDISK A S | $3.6M |
KRKROGER CO | $3.5M |
MRKMERCK & CO INC | $3.4M |
XOMEXXON MOBIL CORP | $3.4M |
MCDMCDONALDS CORP | $3.3M |
PGRPROGRESSIVE CORP | $3.2M |
BTTBLACKROCK MUN TARGET TERM TR | $3.0M |
ACIALBERTSONS COS INC | $3.0M |
ABBVABBVIE INC | $2.9M |
WMTWALMART INC | $2.8M |
SBUXSTARBUCKS CORP | $2.8M |
CSCOCISCO SYS INC | $2.8M |
SFSTIFEL FINL CORP | $2.8M |
APDAIR PRODS & CHEMS INC | $2.8M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2.8M |
LINLINDE PLC | $2.8M |
SWSMURFIT WESTROCK PLC | $2.7M |
ETENERGY TRANSFER L P | $2.7M |
NWSNEWS CORP NEW | $2.7M |
SUSUNCOR ENERGY INC NEW | $2.6M |
GNMAISHARES TR | $2.6M |
MSIMOTOROLA SOLUTIONS INC | $2.5M |
NOCNORTHROP GRUMMAN CORP | $2.5M |
GSSTGOLDMAN SACHS ETF TR | $2.5M |
0HQKCBL & ASSOC PPTYS INC | $2.5M |
DEODIAGEO PLC | $2.5M |
DWDMORGAN STANLEY | $2.5M |
KYNKAYNE ANDERSON ENERGY INFRST | $2.4M |
BABAALIBABA GROUP HLDG LTD | $2.4M |
NSCNORFOLK SOUTHN CORP | $2.4M |
KMI 4.75 03/31/28EL PASO ENERGY CAP TR I | $2.3M |
NEENEXTERA ENERGY INC | $2.3M |
FISFIDELITY NATL INFORMATION SV | $2.2M |
PHGKONINKLIJKE PHILIPS N V | $2.2M |
CVECENOVUS ENERGY INC | $2.2M |
PAYXPAYCHEX INC | $2.2M |
MAMASTERCARD INCORPORATED | $2.1M |
AXPAMERICAN EXPRESS CO | $2.1M |
GDXVANECK ETF TRUST | $2.1M |
ETNEATON CORP PLC | $2.1M |
ACNACCENTURE PLC IRELAND | $2.1M |
AIVAPARTMENT INVT & MGMT CO | $2.1M |
FASTFASTENAL CO | $2.0M |
XDCFXBNY MELLON ALCENTRA GLOBAL C | $2.0M |
GOOGLALPHABET INC | $1.9M |
PYPLPAYPAL HLDGS INC | $1.9M |
PCARPACCAR INC | $1.9M |
BDXBECTON DICKINSON & CO | $1.9M |
FTAIFTAI AVIATION LTD | $1.9M |
ABTABBOTT LABS | $1.8M |
PLDPROLOGIS INC. | $1.8M |
WECWEC ENERGY GROUP INC | $1.7M |
MOALTRIA GROUP INC | $1.7M |
TJXTJX COS INC NEW | $1.7M |
UPSUNITED PARCEL SERVICE INC | $1.7M |
MRSHMARSH & MCLENNAN COS INC | $1.7M |
—KIMCO RLTY CORP | $1.7M |
7HPHP INC | $1.6M |
TTTRANE TECHNOLOGIES PLC | $1.6M |
AERAERCAP HOLDINGS NV | $1.6M |
GMGENERAL MTRS CO | $1.6M |
LLYELI LILLY & CO | $1.5M |
8CWCROWN CASTLE INC | $1.5M |
NBXGNEUBERGER BERMAN NEXT GENERA | $1.5M |
BACBANK AMERICA CORP | $1.4M |
DDOMINION ENERGY INC | $1.4M |
CINFCINCINNATI FINL CORP | $1.4M |
AMTAMERICAN TOWER CORP NEW | $1.4M |
VSTVISTRA CORP | $1.4M |
MDLZMONDELEZ INTL INC | $1.4M |
HONHONEYWELL INTL INC | $1.4M |
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