Beverly Hills Private Wealth, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$495.1M
Holdings
333
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (333 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $28.9M |
MSFTMICROSOFT CORP | $19.2M |
NVDANVIDIA CORPORATION | $13.8M |
JPMJPMORGAN CHASE & CO. | $13.0M |
AMZNAMAZON COM INC | $12.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $12.5M |
VGSHVANGUARD SCOTTSDALE FDS | $9.2M |
VGITVANGUARD SCOTTSDALE FDS | $8.2M |
4I1PHILIP MORRIS INTL INC | $8.0M |
METAMETA PLATFORMS INC | $7.6M |
GBILGOLDMAN SACHS ETF TR | $7.2M |
AVGOBROADCOM INC | $7.0M |
GOOGALPHABET INC | $6.4M |
SCHWSCHWAB CHARLES CORP | $6.3M |
JAAAJANUS DETROIT STR TR | $6.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $5.7M |
CMCSACOMCAST CORP NEW | $5.2M |
UNHUNITEDHEALTH GROUP INC | $5.1M |
VVISA INC | $4.7M |
VMBSVANGUARD SCOTTSDALE FDS | $4.6M |
IVVISHARES TR | $4.4M |
BACVERIZON COMMUNICATIONS INC | $4.4M |
ELVELEVANCE HEALTH INC | $4.4M |
PEPPEPSICO INC | $4.3M |
BLKBLACKROCK INC | $4.2M |
KRKROGER CO | $4.2M |
LOWLOWES COS INC | $4.1M |
SWSMURFIT WESTROCK PLC | $4.1M |
CVXCHEVRON CORP NEW | $3.8M |
JNJJOHNSON & JOHNSON | $3.7M |
TXNTEXAS INSTRS INC | $3.5M |
MCDMCDONALDS CORP | $3.5M |
0HQKCBL & ASSOC PPTYS INC | $3.5M |
ACIALBERTSONS COS INC | $3.5M |
SFSTIFEL FINL CORP | $3.3M |
ETENERGY TRANSFER L P | $3.3M |
NVONOVO-NORDISK A S | $3.1M |
WMTWALMART INC | $3.1M |
XOMEXXON MOBIL CORP | $3.1M |
NWSNEWS CORP NEW | $3.1M |
CSCOCISCO SYS INC | $3.0M |
BTTBLACKROCK MUN TARGET TERM TR | $3.0M |
GNMAISHARES TR | $3.0M |
PGRPROGRESSIVE CORP | $2.9M |
DTFDTF TAX-FREE INCOME 2028 TER | $2.8M |
KYNKAYNE ANDERSON ENERGY INFRST | $2.7M |
SUSUNCOR ENERGY INC NEW | $2.7M |
APDAIR PRODS & CHEMS INC | $2.7M |
KMI 4.75 03/31/28EL PASO ENERGY CAP TR I | $2.6M |
ABBVABBVIE INC | $2.6M |
MRKMERCK & CO INC | $2.6M |
CLIPGLOBAL X FDS | $2.5M |
MSIMOTOROLA SOLUTIONS INC | $2.4M |
SBUXSTARBUCKS CORP | $2.4M |
LINLINDE PLC | $2.4M |
AIVAPARTMENT INVT & MGMT CO | $2.3M |
AXPAMERICAN EXPRESS CO | $2.2M |
GOOGLALPHABET INC | $2.2M |
MAMASTERCARD INCORPORATED | $2.2M |
NOCNORTHROP GRUMMAN CORP | $2.2M |
PYPLPAYPAL HLDGS INC | $2.2M |
DEODIAGEO PLC | $2.2M |
DWDMORGAN STANLEY | $2.2M |
CVECENOVUS ENERGY INC | $2.2M |
PAYXPAYCHEX INC | $2.2M |
PKGPACKAGING CORP AMER | $2.2M |
NSCNORFOLK SOUTHN CORP | $2.2M |
FISFIDELITY NATL INFORMATION SV | $2.1M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2.0M |
ETNEATON CORP PLC | $2.0M |
ACNACCENTURE PLC IRELAND | $2.0M |
FASTFASTENAL CO | $2.0M |
BDXBECTON DICKINSON & CO | $1.9M |
FTAIFTAI AVIATION LTD | $1.9M |
BABAALIBABA GROUP HLDG LTD | $1.9M |
NEENEXTERA ENERGY INC | $1.9M |
PHGKONINKLIJKE PHILIPS N V | $1.8M |
GDXVANECK ETF TRUST | $1.8M |
AERAERCAP HOLDINGS NV | $1.8M |
OPYOPPENHEIMER HLDGS INC | $1.7M |
ABTABBOTT LABS | $1.7M |
MOALTRIA GROUP INC | $1.7M |
TJXTJX COS INC NEW | $1.7M |
PCARPACCAR INC | $1.7M |
EDVVANGUARD WORLD FD | $1.6M |
WECWEC ENERGY GROUP INC | $1.6M |
TELTE CONNECTIVITY PLC | $1.6M |
MRSHMARSH & MCLENNAN COS INC | $1.6M |
MCKMCKESSON CORP | $1.5M |
7HPHP INC | $1.5M |
TTTRANE TECHNOLOGIES PLC | $1.5M |
DDOMINION ENERGY INC | $1.5M |
CINFCINCINNATI FINL CORP | $1.5M |
UPSUNITED PARCEL SERVICE INC | $1.4M |
PLDPROLOGIS INC. | $1.4M |
HONHONEYWELL INTL INC | $1.4M |
BKBANK NEW YORK MELLON CORP | $1.4M |
NBXGNEUBERGER BERMAN NEXT GENERA | $1.4M |
RINGISHARES INC | $1.3M |
EMBJEMBRAER S.A. | $1.3M |
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