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 |
|---|---|
TTTRANE TECHNOLOGIES PLC | $1.5M |
OPYOPPENHEIMER HLDGS INC | $1.4M |
PLDPROLOGIS INC. | $1.4M |
CINFCINCINNATI FINL CORP | $1.4M |
TAT&T INC | $1.4M |
BACBANK AMERICA CORP | $1.4M |
AMATAPPLIED MATLS INC | $1.4M |
MRSHMARSH & MCLENNAN COS INC | $1.4M |
DWDMORGAN STANLEY | $1.3M |
UBSUBS GROUP AG | $1.3M |
MPCMARATHON PETE CORP | $1.3M |
ORCLORACLE CORP | $1.3M |
SCHRSCHWAB STRATEGIC TR | $1.3M |
MCKMCKESSON CORP | $1.2M |
CBCHUBB LIMITED | $1.2M |
HONHONEYWELL INTL INC | $1.2M |
INTUINTUIT | $1.1M |
MDLZMONDELEZ INTL INC | $1.1M |
CATCATERPILLAR INC | $1.1M |
SPGIS&P GLOBAL INC | $1.1M |
SONYSONY GROUP CORP | $1.0M |
NVSNNOVARTIS AG | $1.0M |
ACNACCENTURE PLC IRELAND | $1.0M |
ARCCARES CAPITAL CORP | $1.0M |
IBMINTERNATIONAL BUSINESS MACHS | $1.0M |
AMTAMERICAN TOWER CORP NEW | $1.0M |
LLYELI LILLY & CO | $1.0M |
GRT-UGRANITE REAL ESTATE INVT TR | $1.0M |
8CWCROWN CASTLE INC | $978K |
MARMARRIOTT INTL INC NEW | $963K |
UNPUNION PAC CORP | $949K |
RTXRTX CORPORATION | $943K |
QCOMQUALCOMM INC | $927K |
AQLTISHARES TR | $906K |
DFAIDIMENSIONAL ETF TRUST | $897K |
ENBENBRIDGE INC | $885K |
FTAIFTAI AVIATION LTD | $877K |
AONAON PLC | $861K |
EPDENTERPRISE PRODS PARTNERS L | $859K |
ARESARES MANAGEMENT CORPORATION | $848K |
COSTCOSTCO WHSL CORP NEW | $840K |
VSTVISTRA CORP | $783K |
SHOPSHOPIFY INC | $776K |
—KIMCO RLTY CORP | $766K |
ENVXENOVIX CORPORATION | $738K |
CBRECBRE GROUP INC | $717K |
PFEPFIZER INC | $712K |
IWFISHARES TR | $712K |
ZTSZOETIS INC | $709K |
NFLXNETFLIX INC | $707K |
MLB1MERCADOLIBRE INC | $706K |
DHRDANAHER CORPORATION | $671K |
TTENTOTALENERGIES SE | $663K |
SNOWSNOWFLAKE INC | $662K |
WWDWOODWARD INC | $657K |
AROCARCHROCK INC | $652K |
ADIANALOG DEVICES INC | $649K |
SNYSANOFI SA | $642K |
HDHOME DEPOT INC | $623K |
RRYDER SYS INC | $606K |
XEVMXEATON VANCE CALIF MUN BD FD | $602K |
HPEHEWLETT PACKARD ENTERPRISE C | $594K |
HLIHOULIHAN LOKEY INC | $590K |
NDQINVESCO QQQ TR | $587K |
DELLDELL TECHNOLOGIES INC | $585K |
CFCF INDS HLDGS INC | $583K |
RJFRAYMOND JAMES FINL INC | $581K |
CVSCVS HEALTH CORP | $568K |
AMGNAMGEN INC | $559K |
ULUNILEVER PLC | $556K |
MOG/AMOOG INC | $553K |
TDYTELEDYNE TECHNOLOGIES INC | $544K |
GATXGATX CORP | $542K |
SHELSHELL PLC | $540K |
ZTRVIRTUS TOTAL RETURN FD INC | $538K |
BMTABRITISH AMERN TOB PLC | $537K |
METMETLIFE INC | $531K |
IEURISHARES TR | $527K |
SPYSPDR S&P 500 ETF TR | $521K |
MPWRMONOLITHIC PWR SYS INC | $518K |
SHYISHARES TR | $510K |
STEWSRH TOTAL RETURN FUND INC | $499K |
TRPTC ENERGY CORP | $496K |
INDAISHARES TR | $489K |
RSPINVESCO EXCHANGE TRADED FD T | $486K |
TRVCCITIGROUP INC | $485K |
TRVTRAVELERS COMPANIES INC | $485K |
RGAREINSURANCE GRP OF AMERICA I | $484K |
DWXSPDR INDEX SHS FDS | $482K |
MRKMERCK & CO INC | $480K |
ETRENTERGY CORP NEW | $479K |
PGPROCTER AND GAMBLE CO | $474K |
CCEPCOCA-COLA EUROPACIFIC PARTNE | $472K |
GEGE AEROSPACE | $464K |
SNASNAP ON INC | $463K |
NGGNATIONAL GRID PLC | $463K |
LMTLOCKHEED MARTIN CORP | $462K |
AZNASTRAZENECA PLC | $456K |
RYROYAL BK CDA | $446K |
CMICUMMINS INC | $445K |