Beverly Hills Private Wealth, LLC Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$564.8M
Holdings
336
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (336 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 |
HONHONEYWELL INTL INC | $1.2M |
CBCHUBB LIMITED | $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 |
GRT-UGRANITE REAL ESTATE INVT TR | $1.0M |
LLYELI LILLY & CO | $1.0M |
8CWCROWN CASTLE INC | $976K |
MARMARRIOTT INTL INC NEW | $963K |
UNPUNION PAC CORP | $946K |
RTXRTX CORPORATION | $940K |
QCOMQUALCOMM INC | $926K |
AQLTISHARES TR | $905K |
DFAIDIMENSIONAL ETF TRUST | $896K |
ENBENBRIDGE INC | $884K |
FTAIFTAI AVIATION LTD | $876K |
AONAON PLC | $859K |
EPDENTERPRISE PRODS PARTNERS L | $859K |
ARESARES MANAGEMENT CORPORATION | $846K |
COSTCOSTCO WHSL CORP NEW | $839K |
VSTVISTRA CORP | $781K |
SHOPSHOPIFY INC | $775K |
—KIMCO RLTY CORP | $764K |
ENVXENOVIX CORPORATION | $737K |
CBRECBRE GROUP INC | $716K |
IWFISHARES TR | $711K |
PFEPFIZER INC | $710K |
ZTSZOETIS INC | $707K |
MLB1MERCADOLIBRE INC | $704K |
NFLXNETFLIX INC | $704K |
DHRDANAHER CORPORATION | $669K |
SNOWSNOWFLAKE INC | $660K |
WWDWOODWARD INC | $656K |
AROCARCHROCK INC | $652K |
ADIANALOG DEVICES INC | $645K |
SNYSANOFI SA | $640K |
HDHOME DEPOT INC | $620K |
RRYDER SYS INC | $605K |
HPEHEWLETT PACKARD ENTERPRISE C | $593K |
HLIHOULIHAN LOKEY INC | $588K |
NDQINVESCO QQQ TR | $587K |
DELLDELL TECHNOLOGIES INC | $583K |
CFCF INDS HLDGS INC | $582K |
RJFRAYMOND JAMES FINL INC | $579K |
CVSCVS HEALTH CORP | $567K |
AMGNAMGEN INC | $557K |
MOG/AMOOG INC | $552K |
TDYTELEDYNE TECHNOLOGIES INC | $542K |
GATXGATX CORP | $541K |
SHELSHELL PLC | $537K |
ZTRVIRTUS TOTAL RETURN FD INC | $537K |
BMTABRITISH AMERN TOB PLC | $535K |
METMETLIFE INC | $529K |
IEURISHARES TR | $526K |
SPYSPDR S&P 500 ETF TR | $520K |
MPWRMONOLITHIC PWR SYS INC | $515K |
SHYISHARES TR | $510K |
STEWSRH TOTAL RETURN FUND INC | $497K |
TRPTC ENERGY CORP | $495K |
INDAISHARES TR | $489K |
RSPINVESCO EXCHANGE TRADED FD T | $486K |
TRVCCITIGROUP INC | $484K |
TRVTRAVELERS COMPANIES INC | $484K |
RGAREINSURANCE GRP OF AMERICA I | $483K |
DWXSPDR INDEX SHS FDS | $482K |
MRKMERCK & CO INC | $478K |
ETRENTERGY CORP NEW | $477K |
PGPROCTER AND GAMBLE CO | $472K |
CCEPCOCA-COLA EUROPACIFIC PARTNE | $471K |
GEGE AEROSPACE | $462K |
SNASNAP ON INC | $462K |
NGGNATIONAL GRID PLC | $461K |
LMTLOCKHEED MARTIN CORP | $459K |
AZNASTRAZENECA PLC | $452K |
CMICUMMINS INC | $445K |
RYROYAL BK CDA | $443K |
MFCMANULIFE FINL CORP | $443K |
VIVTELEFONICA BRASIL SA | $438K |
MDTMEDTRONIC PLC | $437K |