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 |
|---|---|
BMOBANK MONTREAL QUE | $430K |
IBBISHARES TR | $428K |
IRMIRON MTN INC DEL | $422K |
KMBKIMBERLY-CLARK CORP | $419K |
QUALISHARES TR | $414K |
HIIHUNTINGTON INGALLS INDS INC | $409K |
SESEA LTD | $408K |
DYNFBLACKROCK ETF TRUST | $408K |
IPINTERNATIONAL PAPER CO | $406K |
AEPAMERICAN ELEC PWR CO INC | $405K |
RSGREPUBLIC SVCS INC | $399K |
VMIVALMONT INDS INC | $395K |
GVAGRANITE CONSTR INC | $390K |
MSCIMSCI INC | $390K |
IVWISHARES TR | $387K |
DISDISNEY WALT CO | $385K |
FCFSFIRSTCASH HOLDINGS INC | $383K |
DHID R HORTON INC | $382K |
GOVZISHARES TR | $381K |
SYKSTRYKER CORPORATION | $381K |
GQ9SPDR GOLD TR | $380K |
CRUSCIRRUS LOGIC INC | $379K |
AOSSMITH A O CORP | $377K |
FTSFORTIS INC | $374K |
CMCANADIAN IMPERIAL BANK OF CO | $369K |
GFRGREENFIRE RES LTD NEW | $366K |
JMSTJ P MORGAN EXCHANGE TRADED F | $363K |
EFVISHARES TR | $362K |
MBBISHARES TR | $362K |
PDIPIMCO DYNAMIC INCOME FD | $358K |
RDNTRADNET INC | $358K |
BBARRICK MNG CORP | $353K |
DUKDUKE ENERGY CORP NEW | $350K |
QSRRESTAURANT BRANDS INTL INC | $350K |
TMTOYOTA MOTOR CORP | $349K |
NINISOURCE INC | $347K |
GDGENERAL DYNAMICS CORP | $345K |
IEMGISHARES INC | $341K |
FQALFIDELITY COVINGTON TRUST | $337K |
DRIDARDEN RESTAURANTS INC | $337K |
HAMHARMONY GOLD MINING CO LTD | $335K |
SHVISHARES TR | $332K |
BOXBOX INC | $330K |
BBVABANCO BILBAO VIZCAYA ARGENTA | $328K |
MSMMSC INDL DIRECT INC | $328K |
CVE/WSCENOVUS ENERGY INC | $326K |
IVEISHARES TR | $325K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $323K |
ATFVTHE ALGER ETF TRUST | $322K |
HOLXHOLOGIC INC | $319K |
TAKTAKEDA PHARMACEUTICAL CO LTD | $318K |
VICIVICI PPTYS INC | $316K |
KOCOCA COLA CO | $314K |
MIDDMIDDLEBY CORP | $307K |
HASHASBRO INC | $307K |
ROSTROSS STORES INC | $307K |
SMFGSUMITOMO MITSUI FINL GROUP I | $305K |
WBSWEBSTER FINL CORP | $302K |
EMREMERSON ELEC CO | $301K |
FLMIFRANKLIN TEMPLETON ETF TR | $301K |
EDGGOLD FIELDS LTD | $300K |
OEFISHARES TR | $298K |
USBUS BANCORP DEL | $298K |
NTAPNETAPP INC | $297K |
BXPBXP INC | $294K |
KMIKINDER MORGAN INC DEL | $293K |
BWABORGWARNER INC | $293K |
HXLHEXCEL CORP NEW | $292K |
HSYHERSHEY CO | $292K |
MCHPMICROCHIP TECHNOLOGY INC. | $292K |
BOTZGLOBAL X FDS | $291K |
AVEMAMERICAN CENTY ETF TR | $291K |
QGENQIAGEN NV | $287K |
ADPAUTOMATIC DATA PROCESSING IN | $285K |
LAZLAZARD INC | $281K |
ARWARROW ELECTRS INC | $280K |
GBDCGOLUB CAP BDC INC | $280K |
TFCTRUIST FINL CORP | $279K |
VTVVANGUARD INDEX FDS | $277K |
CYDCHINA YUCHAI INTL LTD | $277K |
EWBCEAST WEST BANCORP INC | $270K |
IYWISHARES TR | $269K |
WF2WINTRUST FINL CORP | $268K |
OREALTY INCOME CORP | $267K |
LYGLLOYDS BANKING GROUP PLC | $267K |
COPCONOCOPHILLIPS | $267K |
CBTCABOT CORP | $263K |
DVADAVITA INC | $263K |
JT5MUELLER WTR PRODS INC | $261K |
BCSBARCLAYS PLC | $252K |
ONON SEMICONDUCTOR CORP | $248K |
BMYBRISTOL-MYERS SQUIBB CO | $243K |
BUWABIO RAD LABS INC | $243K |
OMCOMNICOM GROUP INC | $239K |
SAPSAP SE | $237K |
VNETVNET GROUP INC | $236K |
BSXBOSTON SCIENTIFIC CORP | $236K |
SPDWSPDR INDEX SHS FDS | $235K |
CRLCHARLES RIV LABS INTL INC | $235K |
TIGRUP FINTECH HLDG LTD | $235K |