Beverly Hills Private Wealth

Beverly Hills Private Wealth as of March 31, 2023

Portfolio Holdings for Beverly Hills Private Wealth

Beverly Hills Private Wealth holds 277 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.0 $20M 118k 164.90
Microsoft Corporation (MSFT) 4.2 $13M 47k 288.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $6.8M 22k 308.77
Goldman Sachs Etf Tr Acces Treasury (GBIL) 2.0 $6.4M 64k 100.14
Texas Instruments Incorporated (TXN) 1.9 $6.1M 33k 186.01
Chevron Corporation (CVX) 1.8 $5.8M 35k 163.16
Cisco Systems (CSCO) 1.6 $5.3M 102k 52.27
Johnson & Johnson (JNJ) 1.6 $5.1M 33k 155.00
JPMorgan Chase & Co. (JPM) 1.5 $5.0M 38k 130.31
Lowe's Companies (LOW) 1.5 $4.9M 24k 199.97
Broadcom (AVGO) 1.4 $4.4M 6.8k 641.54
Merck & Co (MRK) 1.3 $4.3M 40k 106.39
Philip Morris International (PM) 1.3 $4.2M 43k 97.25
UnitedHealth (UNH) 1.3 $4.1M 8.8k 472.59
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.2 $3.7M 8.00 465600.00
Comcast Corp Cl A (CMCSA) 1.1 $3.7M 98k 37.91
United Parcel Service CL B (UPS) 1.1 $3.6M 18k 193.99
Pfizer (PFE) 1.1 $3.6M 88k 40.80
Progressive Corporation (PGR) 1.1 $3.4M 24k 143.06
NVIDIA Corporation (NVDA) 1.1 $3.4M 12k 277.77
McDonald's Corporation (MCD) 1.0 $3.3M 12k 279.61
Amazon (AMZN) 1.0 $3.3M 32k 103.29
Starbucks Corporation (SBUX) 1.0 $3.2M 30k 104.13
Air Products & Chemicals (APD) 1.0 $3.1M 11k 287.21
Linde SHS (LIN) 0.9 $3.1M 8.6k 355.44
Fidelity National Information Services (FIS) 0.9 $3.0M 54k 54.33
BlackRock (BLK) 0.9 $2.9M 4.4k 669.12
Abbvie (ABBV) 0.9 $2.9M 18k 159.37
Verizon Communications (VZ) 0.9 $2.9M 73k 38.89
Diageo Spon Adr New (DEO) 0.8 $2.7M 15k 181.18
Ishares Tr Core S&p500 Etf (IVV) 0.8 $2.7M 6.5k 411.08
Crown Castle Intl (CCI) 0.8 $2.7M 20k 133.84
Charles Schwab Corporation (SCHW) 0.8 $2.7M 51k 52.38
Nextera Energy (NEE) 0.8 $2.6M 34k 77.08
Motorola Solutions Com New (MSI) 0.8 $2.5M 8.8k 286.13
Target Corporation (TGT) 0.8 $2.5M 15k 165.63
Accenture Plc Ireland Shs Class A (ACN) 0.7 $2.4M 8.3k 285.81
Wal-Mart Stores (WMT) 0.7 $2.4M 16k 147.45
Prologis (PLD) 0.7 $2.3M 19k 124.77
Wec Energy Group (WEC) 0.7 $2.3M 25k 94.79
Pepsi (PEP) 0.7 $2.3M 12k 182.30
Paychex (PAYX) 0.7 $2.2M 19k 114.59
Eaton Corp SHS (ETN) 0.7 $2.1M 12k 171.34
Energy Transfer Com Ut Ltd Ptn (ET) 0.6 $2.1M 168k 12.47
Fastenal Company (FAST) 0.6 $2.1M 38k 53.94
Altria (MO) 0.6 $2.0M 45k 44.62
Mastercard Incorporated Cl A (MA) 0.6 $2.0M 5.5k 363.41
Dominion Resources (D) 0.6 $2.0M 36k 55.91
Exxon Mobil Corporation (XOM) 0.6 $1.9M 18k 109.66
Honeywell International (HON) 0.6 $1.9M 10k 191.12
Vaneck Etf Trust Gold Miners Etf (GDX) 0.6 $1.9M 58k 32.35
TJX Companies (TJX) 0.6 $1.8M 23k 78.36
Norfolk Southern (NSC) 0.5 $1.8M 8.3k 212.00
Kayne Anderson MLP Investment (KYN) 0.5 $1.8M 204k 8.64
American Express Company (AXP) 0.5 $1.7M 10k 164.95
Marsh & McLennan Companies (MMC) 0.5 $1.7M 10k 166.55
Cincinnati Financial Corporation (CINF) 0.5 $1.6M 15k 112.08
Trane Technologies SHS (TT) 0.5 $1.6M 8.7k 183.98
Anthem (ELV) 0.5 $1.6M 3.4k 459.81
Novartis Sponsored Adr (NVS) 0.5 $1.5M 16k 92.00
Neuberger Berman Next Genera Common Stock (NBXG) 0.5 $1.5M 145k 10.41
Abbott Laboratories (ABT) 0.5 $1.5M 15k 101.26
Union Pacific Corporation (UNP) 0.5 $1.5M 7.4k 201.26
Chubb (CB) 0.5 $1.5M 7.7k 194.18
Mondelez Intl Cl A (MDLZ) 0.5 $1.5M 21k 69.72
Totalenergies Se Sponsored Ads (TTE) 0.4 $1.3M 23k 59.05
Bank of America Corporation (BAC) 0.4 $1.3M 46k 28.60
Phillips 66 (PSX) 0.4 $1.3M 13k 101.38
ON Semiconductor (ON) 0.4 $1.3M 16k 82.32
Ares Capital Corporation (ARCC) 0.4 $1.3M 70k 18.27
Dollar General (DG) 0.4 $1.3M 6.0k 210.46
Ishares Tr Core Total Usd (IUSB) 0.4 $1.3M 28k 46.15
Sanofi Sponsored Adr (SNY) 0.4 $1.2M 23k 54.42
Ftai Aviation SHS (FTAI) 0.4 $1.2M 44k 27.96
British Amern Tob Sponsored Adr (BTI) 0.4 $1.2M 34k 35.12
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.4 $1.2M 34k 34.28
Analog Devices (ADI) 0.4 $1.1M 5.8k 197.22
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.1M 9.0k 124.06
International Business Machines (IBM) 0.3 $1.1M 8.3k 131.09
Packaging Corporation of America (PKG) 0.3 $1.0M 7.5k 138.83
Enbridge (ENB) 0.3 $1.0M 27k 38.15
Enterprise Products Partners (EPD) 0.3 $1.0M 40k 25.90
Ishares Tr Short Treas Bd (SHV) 0.3 $1.0M 9.1k 110.50
Alphabet Cap Stk Cl C (GOOG) 0.3 $995k 9.6k 104.00
Marathon Petroleum Corp (MPC) 0.3 $990k 7.3k 134.84
Novo-nordisk A S Adr (NVO) 0.3 $959k 6.0k 159.14
International Flavors & Fragrances (IFF) 0.3 $953k 10k 91.96
Astrazeneca Sponsored Adr (AZN) 0.3 $931k 13k 69.41
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $924k 34k 26.95
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $921k 9.8k 93.68
Northrop Grumman Corporation (NOC) 0.3 $917k 2.0k 461.72
Coca-cola Europacific Partne SHS (CCEP) 0.3 $902k 15k 59.19
Ishares Msci Gbl Gold Mn (RING) 0.3 $894k 36k 25.17
Qualcomm (QCOM) 0.3 $851k 6.7k 127.58
Medtronic SHS (MDT) 0.3 $836k 10k 80.62
Raytheon Technologies Corp (RTX) 0.3 $819k 8.4k 97.93
Albemarle Corporation (ALB) 0.3 $814k 3.7k 221.04
Alphabet Cap Stk Cl A (GOOGL) 0.3 $814k 7.8k 103.73
CF Industries Holdings (CF) 0.2 $801k 11k 72.49
Diodes Incorporated (DIOD) 0.2 $795k 8.6k 92.76
3M Company (MMM) 0.2 $792k 7.5k 105.11
Intuit (INTU) 0.2 $790k 1.8k 445.83
Teledyne Technologies Incorporated (TDY) 0.2 $760k 1.7k 447.36
Bce Com New (BCE) 0.2 $756k 17k 44.79
Hologic (HOLX) 0.2 $702k 8.7k 80.70
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.2 $700k 10k 67.14
Unilever Spon Adr New (UL) 0.2 $692k 13k 51.93
D.R. Horton (DHI) 0.2 $691k 7.1k 97.69
Houlihan Lokey Cl A (HLI) 0.2 $683k 7.8k 87.49
Albany Intl Corp Cl A (AIN) 0.2 $675k 7.5k 89.36
GATX Corporation (GATX) 0.2 $673k 6.1k 110.02
A. O. Smith Corporation (AOS) 0.2 $662k 9.6k 69.15
Ishares Core Msci Emkt (IEMG) 0.2 $662k 14k 48.79
Key (KEY) 0.2 $654k 52k 12.52
Travelers Companies (TRV) 0.2 $644k 3.8k 171.41
Monolithic Power Systems (MPWR) 0.2 $629k 1.3k 500.54
Home Depot (HD) 0.2 $622k 2.1k 295.12
Ishares Tr Eafe Value Etf (EFV) 0.2 $618k 13k 48.53
At&t (T) 0.2 $610k 32k 19.25
Cirrus Logic (CRUS) 0.2 $607k 5.6k 109.38
Procter & Gamble Company (PG) 0.2 $598k 4.0k 148.69
Cbre Group Cl A (CBRE) 0.2 $598k 8.2k 72.81
Reinsurance Grp Of America I Com New (RGA) 0.2 $597k 4.5k 132.76
Hexcel Corporation (HXL) 0.2 $597k 8.7k 68.25
Amgen (AMGN) 0.2 $587k 2.4k 241.75
Eli Lilly & Co. (LLY) 0.2 $585k 1.7k 343.32
Ansys (ANSS) 0.2 $582k 1.7k 332.80
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $580k 6.2k 93.02
Kimberly-Clark Corporation (KMB) 0.2 $578k 4.3k 134.22
Snap-on Incorporated (SNA) 0.2 $570k 2.3k 246.89
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $568k 6.3k 90.45
Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) 0.2 $561k 7.0k 80.47
Kla Corp Com New (KLAC) 0.2 $560k 1.4k 399.17
CONMED Corporation (CNMD) 0.2 $558k 5.4k 103.86
Boeing Company (BA) 0.2 $555k 2.6k 212.43
Nike CL B (NKE) 0.2 $553k 4.5k 122.64
BorgWarner (BWA) 0.2 $549k 11k 49.11
Stmicroelectronics N V Ny Registry (STM) 0.2 $544k 10k 53.49
Arrow Electronics (ARW) 0.2 $544k 4.4k 124.87
National Grid Sponsored Adr Ne (NGG) 0.2 $543k 8.0k 67.99
American Electric Power Company (AEP) 0.2 $534k 5.9k 90.99
Raymond James Financial (RJF) 0.2 $531k 5.7k 93.27
Ryder System (R) 0.2 $509k 5.7k 89.24
Cracker Barrel Old Country Store (CBRL) 0.2 $504k 4.4k 113.60
Darden Restaurants (DRI) 0.2 $497k 3.2k 155.16
Caterpillar (CAT) 0.2 $495k 2.2k 228.84
FormFactor (FORM) 0.2 $491k 15k 31.85
Box Cl A (BOX) 0.2 $488k 18k 26.79
Tc Energy Corp (TRP) 0.1 $481k 12k 38.91
Moog Cl A (MOG.A) 0.1 $476k 4.7k 100.75
Duke Energy Corp Com New (DUK) 0.1 $470k 4.9k 96.47
Cabot Corporation (CBT) 0.1 $461k 6.0k 76.64
Bristol Myers Squibb (BMY) 0.1 $460k 6.6k 69.31
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $458k 20k 23.38
Archrock (AROC) 0.1 $455k 47k 9.77
MetLife (MET) 0.1 $454k 7.8k 57.94
Dow (DOW) 0.1 $449k 8.2k 54.82
Myriad Genetics (MYGN) 0.1 $447k 19k 23.23
Spirit Aerosystems Hldgs Com Cl A (SPR) 0.1 $447k 13k 34.53
Meta Platforms Cl A (META) 0.1 $447k 2.1k 211.94
Asml Holding N V N Y Registry Shs (ASML) 0.1 $447k 656.00 680.71
Costco Wholesale Corporation (COST) 0.1 $443k 892.00 496.87
Firstcash Holdings (FCFS) 0.1 $441k 4.6k 95.37
Woodward Governor Company (WWD) 0.1 $439k 4.5k 97.37
Manulife Finl Corp (MFC) 0.1 $439k 24k 18.36
Ishares Tr U.s. Tech Etf (IYW) 0.1 $438k 4.7k 92.81
Penn National Gaming (PENN) 0.1 $432k 15k 29.66
Ishares Tr Mbs Etf (MBB) 0.1 $432k 4.6k 94.73
Msci (MSCI) 0.1 $431k 770.00 559.69
Walt Disney Company (DIS) 0.1 $424k 4.2k 100.13
Amcor Ord (AMCR) 0.1 $423k 37k 11.38
Sonoco Products Company (SON) 0.1 $419k 6.9k 61.00
Bio Rad Labs Cl A (BIO) 0.1 $418k 873.00 479.02
Iron Mountain (IRM) 0.1 $416k 7.9k 52.91
Republic Services (RSG) 0.1 $415k 3.1k 135.22
Shopify Cl A (SHOP) 0.1 $414k 8.6k 47.94
Coca-Cola Company (KO) 0.1 $413k 6.7k 62.03
Cummins (CMI) 0.1 $409k 1.7k 238.88
Energy Recovery (ERII) 0.1 $408k 18k 23.05
Black Knight 0.1 $405k 7.0k 57.56
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $405k 51k 8.00
Charles River Laboratories (CRL) 0.1 $403k 2.0k 201.82
Fortis (FTS) 0.1 $400k 9.4k 42.53
Pioneer Natural Resources (PXD) 0.1 $391k 1.9k 204.24
Hershey Company (HSY) 0.1 $389k 1.5k 254.41
Rbc Cad (RY) 0.1 $388k 4.1k 95.58
Oracle Corporation (ORCL) 0.1 $387k 4.2k 92.92
Eastman Chemical Company (EMN) 0.1 $387k 4.6k 84.34
Emerson Electric (EMR) 0.1 $386k 4.4k 87.14
Huntington Ingalls Inds (HII) 0.1 $386k 1.9k 207.02
Stericycle (SRCL) 0.1 $381k 8.7k 43.61
Pimco Dynamic Income SHS (PDI) 0.1 $375k 21k 18.02
Sk Telecom Sponsored Adr (SKM) 0.1 $374k 18k 20.51
Papa John's Int'l (PZZA) 0.1 $373k 5.0k 74.93
Lockheed Martin Corporation (LMT) 0.1 $372k 787.00 472.73
Vail Resorts (MTN) 0.1 $371k 1.6k 233.68
Webster Financial Corporation (WBS) 0.1 $370k 9.4k 39.42
ConocoPhillips (COP) 0.1 $370k 3.7k 99.21
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $367k 1.5k 244.33
Nutrien (NTR) 0.1 $356k 4.8k 73.85
Intel Corporation (INTC) 0.1 $355k 11k 32.67
Toyota Motor Corp Ads (TM) 0.1 $351k 2.5k 141.69
Skyworks Solutions (SWKS) 0.1 $349k 3.0k 117.98
Telus Ord (TU) 0.1 $349k 18k 19.86
Realty Income (O) 0.1 $349k 5.5k 63.32
Ishares Tr Ishares Biotech (IBB) 0.1 $342k 2.6k 129.16
Centene Corporation (CNC) 0.1 $339k 5.4k 63.21
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $335k 6.2k 54.26
Corporate Office Pptys Tr Sh Ben Int (CDP) 0.1 $329k 14k 23.71
Truist Financial Corp equities (TFC) 0.1 $327k 9.6k 34.10
Cibc Cad (CM) 0.1 $326k 7.7k 42.42
Columbia Banking System (COLB) 0.1 $316k 15k 21.42
Sba Communications Corp Cl A (SBAC) 0.1 $314k 1.2k 261.07
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $312k 2.5k 123.71
Us Bancorp Del Com New (USB) 0.1 $310k 8.6k 36.05
Akamai Technologies (AKAM) 0.1 $309k 4.0k 78.30
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.1 $309k 15k 21.05
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $305k 12k 25.50
Horace Mann Educators Corporation (HMN) 0.1 $302k 9.0k 33.48
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $299k 3.2k 93.89
Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $295k 18k 16.48
Msc Indl Direct Cl A (MSM) 0.1 $289k 3.4k 84.00
Hasbro (HAS) 0.1 $289k 5.4k 53.69
Syneos Health Cl A 0.1 $282k 7.9k 35.62
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $282k 3.4k 82.16
Omni (OMC) 0.1 $281k 3.0k 94.34
Citigroup Com New (C) 0.1 $280k 6.0k 46.89
Tenaris S A Sponsored Ads (TS) 0.1 $277k 9.7k 28.42
Wp Carey (WPC) 0.1 $277k 3.6k 77.45
Starwood Property Trust (STWD) 0.1 $274k 16k 17.69
Arthur J. Gallagher & Co. (AJG) 0.1 $271k 1.4k 191.31
Relx Sponsored Adr (RELX) 0.1 $265k 8.2k 32.44
Entergy Corporation (ETR) 0.1 $263k 2.4k 107.74
Snowflake Cl A (SNOW) 0.1 $262k 1.7k 154.29
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $260k 3.6k 72.74
Orange Sponsored Adr (ORAN) 0.1 $257k 22k 11.93
PNC Financial Services (PNC) 0.1 $255k 2.0k 127.10
Stryker Corporation (SYK) 0.1 $249k 872.00 285.47
Welltower Inc Com reit (WELL) 0.1 $245k 3.4k 71.69
Bank Of Montreal Cadcom (BMO) 0.1 $244k 2.7k 89.11
Ubs Group SHS (UBS) 0.1 $244k 11k 21.34
Abb Sponsored Adr (ABBNY) 0.1 $243k 7.1k 34.30
Cigna Corp (CI) 0.1 $242k 948.00 255.53
Boston Properties (BXP) 0.1 $242k 4.5k 54.12
Telefonica Brasil Sa New Adr (VIV) 0.1 $241k 32k 7.57
Wendy's/arby's Group (WEN) 0.1 $240k 11k 21.78
Becton, Dickinson and (BDX) 0.1 $235k 951.00 247.54
MPLX Com Unit Rep Ltd (MPLX) 0.1 $233k 6.8k 34.45
Visa Com Cl A (V) 0.1 $233k 1.0k 225.46
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.1 $231k 21k 10.98
Public Storage (PSA) 0.1 $230k 761.00 302.14
CVS Caremark Corporation (CVS) 0.1 $228k 3.1k 74.31
NiSource (NI) 0.1 $218k 7.8k 27.96
Dell Technologies CL C (DELL) 0.1 $212k 5.3k 40.21
Ross Stores (ROST) 0.1 $212k 2.0k 106.13
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $212k 33k 6.39
Bhp Group Sponsored Ads (BHP) 0.1 $209k 3.3k 63.41
GSK Sponsored Adr (GSK) 0.1 $208k 5.9k 35.58
Posco Holdings Sponsored Adr (PKX) 0.1 $205k 2.9k 69.69
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $204k 29k 7.05
NetApp (NTAP) 0.1 $203k 3.2k 63.85
General Dynamics Corporation (GD) 0.1 $202k 886.00 228.21
Tsakos Energy Navigation SHS (TNP) 0.1 $200k 10k 19.43
Iqiyi Sponsored Ads (IQ) 0.1 $198k 27k 7.28
Vipshop Holdings Sponsored Ads A (VIPS) 0.1 $196k 13k 15.18
Ase Technology Hldg Sponsored Ads (ASX) 0.1 $193k 24k 7.97
Tencent Music Entmt Group Spon Ads (TME) 0.1 $190k 23k 8.28
Aegon N V Ny Registry Shs 0.1 $171k 40k 4.30
Gerdau Sa Spon Adr Rep Pfd (GGB) 0.1 $166k 34k 4.93
Ing Groep Sponsored Adr (ING) 0.0 $162k 14k 11.87
Invesco Van Kampen Municipal Trust (VKQ) 0.0 $143k 14k 9.92
Mueller Wtr Prods Com Ser A (MWA) 0.0 $139k 10k 13.94
Ftai Infrastructure Common Stock (FIP) 0.0 $131k 44k 3.00
Hudson Pacific Properties (HPP) 0.0 $131k 20k 6.65
Palantir Technologies Cl A (PLTR) 0.0 $123k 15k 8.45
Purecycle Technologies (PCT) 0.0 $81k 12k 7.00
Compugen Ord (CGEN) 0.0 $7.0k 10k 0.70