Beverly Hills Private Wealth, LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$566.8M
Holdings
340
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (340 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $25.9M |
MSFTMICROSOFT CORP | $23.6M |
NVDANVIDIA CORPORATION | $17.0M |
JPMJPMORGAN CHASE & CO. | $16.1M |
AMZNAMAZON COM INC | $13.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $12.0M |
VGITVANGUARD SCOTTSDALE FDS | $11.0M |
SCHWSCHWAB CHARLES CORP | $10.3M |
METAMETA PLATFORMS INC | $9.9M |
VGSHVANGUARD SCOTTSDALE FDS | $9.7M |
4I1PHILIP MORRIS INTL INC | $9.5M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $8.0M |
AVGOBROADCOM INC | $7.7M |
BACVERIZON COMMUNICATIONS INC | $7.3M |
0HQKCBL & ASSOC PPTYS INC | $6.3M |
JAAAJANUS DETROIT STR TR | $6.1M |
ELVELEVANCE HEALTH INC FORMERLY | $5.9M |
GBILGOLDMAN SACHS ETF TR | $5.9M |
GOOGALPHABET INC | $5.9M |
GNMAISHARES TR | $5.4M |
VVISA INC | $5.3M |
PEPPEPSICO INC | $5.3M |
ALXALEXANDERS INC | $4.8M |
KRKROGER CO | $4.6M |
GDXVANECK ETF TRUST | $4.6M |
MGMMGM RESORTS INTERNATIONAL | $4.6M |
JMTGJ P MORGAN EXCHANGE TRADED F | $4.5M |
GOOGLALPHABET INC | $4.4M |
VMBSVANGUARD SCOTTSDALE FDS | $4.4M |
JNJJOHNSON & JOHNSON | $4.4M |
BLKBLACKROCK INC | $4.2M |
ACIALBERTSONS COS INC | $4.2M |
IVVISHARES TR | $4.0M |
KMI 4.75 03/31/28EL PASO ENERGY CAP TR I | $4.0M |
CMCSACOMCAST CORP NEW | $3.9M |
SFSTIFEL FINL CORP | $3.9M |
CVXCHEVRON CORP NEW | $3.9M |
SWSMURFIT WESTROCK PLC | $3.8M |
LOWLOWES COS INC | $3.8M |
BTTBLACKROCK MUN TARGET TERM TR | $3.6M |
EDVVANGUARD WORLD FD | $3.6M |
MCDMCDONALDS CORP | $3.6M |
DTFDTF TAX-FREE INCOME 2028 TER | $3.5M |
AERAERCAP HOLDINGS NV | $3.5M |
BABAALIBABA GROUP HLDG LTD | $3.4M |
UNHUNITEDHEALTH GROUP INC | $3.3M |
CSCOCISCO SYS INC | $3.3M |
SUSUNCOR ENERGY INC NEW | $3.2M |
TXNTEXAS INSTRS INC | $3.1M |
ABBVABBVIE INC | $3.1M |
XOMEXXON MOBIL CORP | $3.1M |
NSCNORFOLK SOUTHN CORP | $3.0M |
ETENERGY TRANSFER L P | $3.0M |
SILGLOBAL X FDS | $2.9M |
WMTWALMART INC | $2.8M |
CVECENOVUS ENERGY INC | $2.8M |
ACWIISHARES TR | $2.8M |
GLWCORNING INC | $2.8M |
NOCNORTHROP GRUMMAN CORP | $2.6M |
NWSNEWS CORP NEW | $2.6M |
AIVAPARTMENT INVT & MGMT CO | $2.6M |
NVONOVO-NORDISK A S | $2.5M |
BDXBECTON DICKINSON & CO | $2.5M |
7HPHP INC | $2.5M |
GDXJVANECK ETF TRUST | $2.5M |
PGRPROGRESSIVE CORP | $2.5M |
RINGISHARES INC | $2.5M |
KYNKAYNE ANDERSON ENERGY INFRST | $2.4M |
AXPAMERICAN EXPRESS CO | $2.4M |
MAMASTERCARD INCORPORATED | $2.4M |
PHGKONINKLIJKE PHILIPS N V | $2.4M |
FASTFASTENAL CO | $2.3M |
LINLINDE PLC | $2.3M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2.3M |
CLIPGLOBAL X FDS | $2.2M |
APDAIR PRODS & CHEMS INC | $2.2M |
TELTE CONNECTIVITY PLC | $2.1M |
MSIMOTOROLA SOLUTIONS INC | $2.1M |
BKBANK NEW YORK MELLON CORP | $2.0M |
ETNEATON CORP PLC | $2.0M |
WECWEC ENERGY GROUP INC | $2.0M |
MOALTRIA GROUP INC | $2.0M |
PCARPACCAR INC | $2.0M |
APHAMPHENOL CORP NEW | $2.0M |
DDOMINION ENERGY INC | $1.9M |
PYPLPAYPAL HLDGS INC | $1.9M |
TJXTJX COS INC NEW | $1.9M |
ABTABBOTT LABS | $1.8M |
NBXGNEUBERGER BERMAN NEXT GENERA | $1.8M |
PAYXPAYCHEX INC | $1.8M |
PLTRPALANTIR TECHNOLOGIES INC | $1.8M |
NEENEXTERA ENERGY INC | $1.7M |
KLACKLA CORP | $1.7M |
EPR 9 PERP EEPR PPTYS | $1.7M |
GSKGSK PLC | $1.7M |
SBUXSTARBUCKS CORP | $1.6M |
EMBJEMBRAER S.A. | $1.6M |
DEODIAGEO PLC | $1.6M |
PKGPACKAGING CORP AMER | $1.5M |
FISFIDELITY NATL INFORMATION SV | $1.5M |
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