Beverly Hills Private Wealth, LLC Q4 2022 Filing

Filed February 13, 2023

Portfolio Value

$228.9M

Holdings

234

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (234 positions)

StockValue
AAPLAPPLE INC
$11.2M
MSFTMICROSOFT CORP
$7.9M
CVXCHEVRON CORP NEW
$5.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.7M
TXNTEXAS INSTRS INC
$4.6M
LOWLOWES COS INC
$4.1M
CSCOCISCO SYS INC
$4.0M
UNHUNITEDHEALTH GROUP INC
$3.9M
JNJJOHNSON & JOHNSON
$3.8M
4I1PHILIP MORRIS INTL INC
$3.5M
AVGOBROADCOM INC
$3.3M
MRKMERCK & CO INC
$3.2M
JPMJPMORGAN CHASE & CO
$3.1M
PFEPFIZER INC
$2.9M
APDAIR PRODS & CHEMS INC
$2.9M
FISFIDELITY NATL INFORMATION SV
$2.9M
UPSUNITED PARCEL SERVICE INC
$2.7M
CMCSACOMCAST CORP NEW
$2.7M
PGRPROGRESSIVE CORP
$2.6M
BLKCHFBLACKROCK INC
$2.6M
SBUXSTARBUCKS CORP
$2.6M
AMZNAMAZON COM INC
$2.5M
ABBVABBVIE INC
$2.4M
DEODIAGEO PLC
$2.4M
NEENEXTERA ENERGY INC
$2.4M
8CWCROWN CASTLE INC
$2.3M
BACVERIZON COMMUNICATIONS INC
$2.3M
MCDMCDONALDS CORP
$2.2M
LINLINDE PLC
$2.2M
GBILGOLDMAN SACHS ETF TR
$2.2M
SCHWSCHWAB CHARLES CORP
$2.1M
MOALTRIA GROUP INC
$2.0M
DYHTARGET CORP
$1.9M
WECWEC ENERGY GROUP INC
$1.9M
PAYXPAYCHEX INC
$1.9M
ACNACCENTURE PLC IRELAND
$1.9M
MSIMOTOROLA SOLUTIONS INC
$1.9M
PEPPEPSICO INC
$1.9M
PLDPROLOGIS INC.
$1.8M
NVDANVIDIA CORPORATION
$1.8M
NSCNORFOLK SOUTHN CORP
$1.8M
HONHONEYWELL INTL INC
$1.7M
DDOMINION ENERGY INC
$1.7M
WMTWALMART INC
$1.7M
ETNEATON CORP PLC
$1.7M
TJXTJX COS INC NEW
$1.6M
MAMASTERCARD INCORPORATED
$1.6M
DWXSPDR INDEX SHS FDS
$1.5M
FASTFASTENAL CO
$1.5M
ELVELEVANCE HEALTH INC
$1.5M
KYNKAYNE ANDERSON ENERGY INFRST
$1.5M
CBCHUBB LIMITED
$1.4M
IVVISHARES TR
$1.4M
MRSHMARSH & MCLENNAN COS INC
$1.4M
UNPUNION PAC CORP
$1.3M
CINFCINCINNATI FINL CORP
$1.3M
BAXBAXTER INTL INC
$1.3M
XOMEXXON MOBIL CORP
$1.3M
AXPAMERICAN EXPRESS CO
$1.2M
NBXGNEUBERGER BERMAN NEXT GENERA
$1.2M
TTTRANE TECHNOLOGIES PLC
$1.2M
ABTABBOTT LABS
$1.2M
MDLZMONDELEZ INTL INC
$1.2M
PSXPHILLIPS 66
$1.1M
GDXVANECK ETF TRUST
$1.1M
TTENTOTALENERGIES SE
$1.1M
ARCCARES CAPITAL CORP
$1.1M
NVSNNOVARTIS AG
$1.0M
BMTABRITISH AMERN TOB PLC
$970K
BRK-BBERKSHIRE HATHAWAY INC DEL
$937K
GVIISHARES TR
$927K
BACBANK AMERICA CORP
$924K
IFFINTERNATIONAL FLAVORS&FRAGRA
$874K
KEYKEYCORP
$870K
IBMINTERNATIONAL BUSINESS MACHS
$868K
DFAIDIMENSIONAL ETF TRUST
$859K
NOCNORTHROP GRUMMAN CORP
$840K
PKGPACKAGING CORP AMER
$837K
ONON SEMICONDUCTOR CORP
$828K
ADIANALOG DEVICES INC
$828K
ESGUISHARES TR
$811K
AZNASTRAZENECA PLC
$786K
CFCF INDS HLDGS INC
$691K
MDTMEDTRONIC PLC
$684K
ALBALBEMARLE CORP
$683K
CCEPCOCA-COLA EUROPACIFIC PARTNE
$678K
GOOGALPHABET INC
$673K
ETENERGY TRANSFER L P
$650K
DGDOLLAR GEN CORP NEW
$646K
AINALBANY INTL CORP
$628K
INTUINTUIT
$622K
QSRRESTAURANT BRANDS INTL INC
$619K
FTAIFTAI AVIATION LTD
$591K
ENBENBRIDGE INC
$587K
QCOMQUALCOMM INC
$576K
TDYTELEDYNE TECHNOLOGIES INC
$574K
RTXRAYTHEON TECHNOLOGIES CORP
$574K
EPDENTERPRISE PRODS PARTNERS L
$571K
RINGISHARES INC
$571K
HDVISHARES TR
$566K
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