Beverly Hills Private Wealth
Latest statistics and disclosures from Beverly Hills Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, ACWI, NVDA, JPM, and represent 16.91% of Beverly Hills Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: ACWI (+$16M), TFSL, XAGG, JMTG, CB, KR, SIL, CMI, V, UNH.
- Started 17 new stock positions in XAGG, CHTR, UL, ASND, MPLX, NDAQ, ALB, CACI, EME, TFSL. ABVX, RYAAY, FORM, TLH, OKE, SPE.PC, TTE.
- Reduced shares in these 10 stocks: VGSH, BRK.B, NWS, APD, , JPM, , GBIL, ACI, SBUX.
- Sold out of its positions in AMT, AVTR, BIO, CVE.WS, CRL, ENX, EVM, EMR, FIS, FUTU.
- Beverly Hills Private Wealth was a net buyer of stock by $12M.
- Beverly Hills Private Wealth has $585M in assets under management (AUM), dropping by 3.12%.
- Central Index Key (CIK): 0001965710
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Portfolio Holdings for Beverly Hills Private Wealth
Beverly Hills Private Wealth holds 330 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.6 | $27M | -2% | 99k | 271.86 |
|
| Microsoft Corporation (MSFT) | 3.7 | $22M | 45k | 483.62 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 3.2 | $19M | +545% | 130k | 141.49 |
|
| NVIDIA Corporation (NVDA) | 2.8 | $17M | -2% | 89k | 186.50 |
|
| JPMorgan Chase & Co. (JPM) | 2.6 | $15M | -8% | 47k | 322.22 |
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| Amazon (AMZN) | 2.4 | $14M | 61k | 230.82 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.0 | $12M | +5% | 192k | 59.93 |
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| Charles Schwab Corporation (SCHW) | 1.9 | $11M | +4% | 112k | 99.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $10M | -15% | 20k | 502.65 |
|
| Philip Morris International (PM) | 1.6 | $9.4M | 58k | 160.40 |
|
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| Meta Platforms Cl A (META) | 1.6 | $9.3M | +4% | 14k | 660.11 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.6 | $9.2M | +5% | 30k | 303.89 |
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| Cbl & Assoc Pptys Common Stock (CBL) | 1.3 | $7.9M | +2% | 213k | 37.00 |
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| Broadcom (AVGO) | 1.3 | $7.6M | -6% | 22k | 346.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $7.4M | -2% | 24k | 313.80 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.2 | $7.1M | -26% | 122k | 58.73 |
|
| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 1.2 | $6.9M | +53% | 135k | 51.06 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.1 | $6.5M | +7% | 129k | 50.58 |
|
| Verizon Communications (VZ) | 1.1 | $6.4M | -5% | 158k | 40.73 |
|
| Visa Com Cl A (V) | 1.1 | $6.4M | +16% | 18k | 350.72 |
|
| Ishares Tr Gnma Bond Etf (GNMA) | 1.0 | $6.0M | +11% | 134k | 44.54 |
|
| Anthem (ELV) | 1.0 | $5.9M | -8% | 17k | 350.55 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $5.8M | +2% | 19k | 312.99 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.9 | $5.5M | +6% | 64k | 85.77 |
|
| Kroger (KR) | 0.9 | $5.5M | +28% | 88k | 62.48 |
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| Pepsi (PEP) | 0.9 | $5.2M | -2% | 36k | 143.52 |
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| MGM Resorts International. (MGM) | 0.9 | $5.1M | +4% | 139k | 36.49 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.9 | $5.0M | -14% | 50k | 99.94 |
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| Johnson & Johnson (JNJ) | 0.8 | $4.8M | 23k | 206.95 |
|
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| El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC) | 0.8 | $4.7M | +17% | 95k | 49.15 |
|
| Alexander's (ALX) | 0.8 | $4.6M | +4% | 21k | 217.94 |
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| Global X Fds Global X Silver (SIL) | 0.8 | $4.6M | +35% | 55k | 83.52 |
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| Stifel Financial (SF) | 0.7 | $4.4M | +2% | 35k | 125.22 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.7 | $4.3M | -2% | 91k | 47.08 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $4.2M | 6.1k | 685.00 |
|
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| UnitedHealth (UNH) | 0.7 | $4.1M | +27% | 12k | 330.10 |
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| Aercap Holdings Nv SHS (AER) | 0.7 | $4.0M | -2% | 28k | 143.76 |
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| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.7 | $4.0M | +8% | 175k | 22.82 |
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| TFS Financial Corporation (TFSL) | 0.7 | $3.9M | NEW | 292k | 13.38 |
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| DTF Tax Free Income (DTF) | 0.7 | $3.8M | +8% | 335k | 11.42 |
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| Cisco Systems (CSCO) | 0.6 | $3.8M | +2% | 49k | 77.02 |
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| Chevron Corporation (CVX) | 0.6 | $3.8M | 25k | 152.40 |
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| Blackrock (BLK) | 0.6 | $3.6M | -7% | 3.4k | 1070.33 |
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| Vanguard World Extended Dur (EDV) | 0.6 | $3.5M | +3% | 54k | 65.01 |
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| Lowe's Companies (LOW) | 0.6 | $3.5M | -2% | 15k | 241.16 |
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| McDonald's Corporation (MCD) | 0.6 | $3.5M | -2% | 11k | 305.63 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.6 | $3.5M | +19% | 30k | 113.78 |
|
| Becton, Dickinson and (BDX) | 0.6 | $3.4M | +28% | 17k | 194.07 |
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| Albertsons Cos Common Stock (ACI) | 0.6 | $3.2M | -21% | 188k | 17.17 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $3.2M | -3% | 26k | 120.34 |
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| Suncor Energy (SU) | 0.5 | $3.0M | -8% | 69k | 44.36 |
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| Morgan Stanley Etf Trust Eaton Vance Inco (XAGG) | 0.5 | $3.0M | NEW | 60k | 50.41 |
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| Abbvie (ABBV) | 0.5 | $3.0M | -2% | 13k | 228.50 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $3.0M | -20% | 99k | 29.89 |
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| Corning Incorporated (GLW) | 0.5 | $2.9M | 34k | 87.56 |
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| Cenovus Energy (CVE) | 0.5 | $2.9M | +4% | 173k | 16.92 |
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| Chubb (CB) | 0.5 | $2.9M | +122% | 9.3k | 312.13 |
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| Smurfit Westrock SHS (SW) | 0.5 | $2.9M | -15% | 75k | 38.67 |
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| Norfolk Southern (NSC) | 0.5 | $2.9M | 9.9k | 288.73 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $2.9M | +2% | 20k | 146.58 |
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| Ishares Msci Gbl Gold Mn (RING) | 0.5 | $2.9M | 39k | 73.64 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $2.8M | 173k | 16.49 |
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| Global X Fds 1-3 Month T-bill (CLIP) | 0.5 | $2.8M | +25% | 28k | 100.11 |
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| Wal-Mart Stores (WMT) | 0.5 | $2.7M | -10% | 24k | 111.41 |
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| American Express Company (AXP) | 0.4 | $2.6M | -2% | 7.1k | 369.95 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $2.4M | -17% | 14k | 173.49 |
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| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.4 | $2.4M | +3% | 90k | 27.08 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $2.4M | 4.2k | 570.89 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $2.4M | -3% | 4.2k | 570.16 |
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| Kayne Anderson MLP Investment (KYN) | 0.4 | $2.4M | 192k | 12.38 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $2.3M | 3.00 | 754800.00 |
|
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| Progressive Corporation (PGR) | 0.4 | $2.3M | 9.9k | 227.72 |
|
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| Novo-nordisk A S Adr (NVO) | 0.4 | $2.2M | -6% | 43k | 50.88 |
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| Te Connectivity Ord Shs (TEL) | 0.4 | $2.2M | 9.5k | 227.52 |
|
|
| Epr Pptys Conv Pfd 9% Sr E (EPR.PE) | 0.4 | $2.1M | +33% | 72k | 29.92 |
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| Bank of New York Mellon Corporation (BK) | 0.4 | $2.1M | 18k | 116.09 |
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| Amphenol Corp Cl A (APH) | 0.4 | $2.1M | 16k | 135.00 |
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| Paccar (PCAR) | 0.3 | $2.0M | -7% | 18k | 109.51 |
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| Linde SHS (LIN) | 0.3 | $2.0M | -4% | 4.6k | 426.35 |
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| Apartment Invt & Mgmt Cl A (AIV) | 0.3 | $2.0M | 331k | 5.94 |
|
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| TJX Companies (TJX) | 0.3 | $1.9M | -3% | 12k | 153.61 |
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| Fastenal Company (FAST) | 0.3 | $1.9M | 46k | 40.13 |
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| GSK Sponsored Adr (GSK) | 0.3 | $1.8M | -4% | 37k | 49.04 |
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| Nextera Energy (NEE) | 0.3 | $1.8M | 23k | 80.30 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $1.8M | +5% | 10k | 177.75 |
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| Dominion Resources (D) | 0.3 | $1.8M | 31k | 58.59 |
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| Packaging Corporation of America (PKG) | 0.3 | $1.8M | +20% | 8.5k | 206.23 |
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| Altria (MO) | 0.3 | $1.7M | 30k | 57.66 |
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| Embraer Sponsored Ads (EMBJ) | 0.3 | $1.7M | 26k | 64.37 |
|
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| Applied Materials (AMAT) | 0.3 | $1.7M | -3% | 6.6k | 256.99 |
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| Motorola Solutions Com New (MSI) | 0.3 | $1.7M | -3% | 4.4k | 383.35 |
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| Neuberger Next Generation Common Stock (NBXG) | 0.3 | $1.7M | 117k | 14.44 |
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| Abbott Laboratories (ABT) | 0.3 | $1.7M | 13k | 125.29 |
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| Hp (HPQ) | 0.3 | $1.7M | -18% | 75k | 22.28 |
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| Eaton Corp SHS (ETN) | 0.3 | $1.6M | -3% | 5.2k | 318.51 |
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| Wec Energy Group (WEC) | 0.3 | $1.6M | -10% | 15k | 105.44 |
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| At&t (T) | 0.3 | $1.6M | +28% | 65k | 24.84 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.3 | $1.6M | +25% | 63k | 25.08 |
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| Paypal Holdings (PYPL) | 0.3 | $1.6M | -5% | 27k | 58.38 |
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| Prologis (PLD) | 0.3 | $1.6M | -2% | 12k | 127.66 |
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| Paychex (PAYX) | 0.3 | $1.5M | -5% | 13k | 112.18 |
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| Cummins (CMI) | 0.3 | $1.5M | +173% | 2.9k | 510.40 |
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| Morgan Stanley Com New (MS) | 0.3 | $1.5M | -2% | 8.3k | 177.54 |
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| Bank of America Corporation (BAC) | 0.3 | $1.5M | -2% | 27k | 55.00 |
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| Oppenheimer Hldgs Cl A Non Vtg (OPY) | 0.3 | $1.5M | +4% | 20k | 72.29 |
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| Cincinnati Financial Corporation (CINF) | 0.2 | $1.4M | -3% | 8.7k | 163.32 |
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| Kimco Rlty Corp DP CV CL N 7.25% (KIM.PN) | 0.2 | $1.4M | +86% | 24k | 58.57 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.4M | 1.3k | 1073.21 |
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| Kla Corp Com New (KLAC) | 0.2 | $1.4M | -27% | 1.1k | 1215.32 |
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| McKesson Corporation (MCK) | 0.2 | $1.3M | +3% | 1.6k | 820.29 |
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| Trane Technologies SHS (TT) | 0.2 | $1.3M | 3.4k | 389.22 |
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| Honeywell International (HON) | 0.2 | $1.3M | +19% | 6.7k | 195.10 |
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| Caterpillar (CAT) | 0.2 | $1.3M | 2.3k | 572.88 |
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| Granite Real Estate Invt Tr Tr Unit New (GRTUF) | 0.2 | $1.2M | +16% | 21k | 59.19 |
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| Marsh & McLennan Companies | 0.2 | $1.2M | 6.6k | 185.52 |
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| Greenfire Res Com Shs (GFR) | 0.2 | $1.2M | +223% | 256k | 4.76 |
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| Marriott Intl Cl A (MAR) | 0.2 | $1.2M | +2% | 3.8k | 310.24 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.2M | +2% | 4.3k | 268.30 |
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| S&p Global (SPGI) | 0.2 | $1.1M | -2% | 2.1k | 522.63 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $1.1M | 6.7k | 162.63 |
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| Intuit (INTU) | 0.2 | $1.1M | -2% | 1.6k | 662.23 |
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| International Business Machines (IBM) | 0.2 | $1.0M | -2% | 3.5k | 296.17 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.0M | 5.6k | 183.40 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $1.0M | -8% | 7.5k | 137.87 |
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| Ftai Aviation SHS (FTAI) | 0.2 | $994k | -3% | 5.0k | 196.84 |
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| Ares Capital Corporation (ARCC) | 0.2 | $991k | -3% | 49k | 20.23 |
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| Dell Technologies CL C (DELL) | 0.2 | $990k | +90% | 7.9k | 125.88 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $950k | +2% | 11k | 89.46 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $921k | -2% | 24k | 38.11 |
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| Union Pacific Corporation (UNP) | 0.2 | $898k | -2% | 3.9k | 229.95 |
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| Qualcomm (QCOM) | 0.1 | $855k | -10% | 5.0k | 171.04 |
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| Aon Shs Cl A (AON) | 0.1 | $849k | 2.4k | 352.88 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $834k | 5.2k | 160.97 |
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| Enbridge (ENB) | 0.1 | $806k | -4% | 17k | 47.83 |
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| Danaher Corporation (DHR) | 0.1 | $803k | +3% | 3.5k | 228.92 |
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| Enterprise Products Partners (EPD) | 0.1 | $797k | -9% | 25k | 32.06 |
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| Nasdaq Omx (NDAQ) | 0.1 | $797k | NEW | 8.2k | 97.13 |
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| Starbucks Corporation (SBUX) | 0.1 | $791k | -51% | 9.4k | 84.21 |
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| Woodward Governor Company (WWD) | 0.1 | $791k | 2.6k | 302.00 |
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| Oracle Corporation (ORCL) | 0.1 | $773k | -12% | 4.0k | 194.90 |
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| Costco Wholesale Corporation (COST) | 0.1 | $765k | -2% | 887.00 | 862.73 |
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| Ubs Group SHS (UBS) | 0.1 | $717k | -52% | 16k | 46.31 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $716k | 1.5k | 473.29 |
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| Analog Devices (ADI) | 0.1 | $702k | 2.6k | 271.22 |
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| Totalenergies Se Act (TTE) | 0.1 | $698k | NEW | 11k | 65.42 |
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| Snowflake Com Shs (SNOW) | 0.1 | $678k | +5% | 3.1k | 219.36 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $664k | -29% | 12k | 53.83 |
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| Diageo Spon Adr New (DEO) | 0.1 | $648k | -54% | 7.5k | 86.27 |
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| Vistra Energy (VST) | 0.1 | $644k | 4.0k | 161.33 |
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| Amgen (AMGN) | 0.1 | $632k | -2% | 1.9k | 327.32 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $630k | +8% | 26k | 24.02 |
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| Cbre Group Cl A (CBRE) | 0.1 | $623k | -14% | 3.9k | 160.79 |
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| Ishares Tr Ishares 25+ Yr T (GOVZ) | 0.1 | $623k | +71% | 67k | 9.25 |
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| Moog Cl A (MOG.A) | 0.1 | $611k | -5% | 2.5k | 243.55 |
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| CVS Caremark Corporation (CVS) | 0.1 | $609k | 7.7k | 79.36 |
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| AvalonBay Communities (AVB) | 0.1 | $607k | +176% | 3.3k | 181.31 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $601k | 978.00 | 614.31 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $588k | +2% | 10k | 56.62 |
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| Merck & Co (MRK) | 0.1 | $584k | -2% | 5.6k | 105.26 |
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| Pfizer (PFE) | 0.1 | $584k | -16% | 23k | 24.90 |
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| News Corp CL B (NWS) | 0.1 | $582k | -74% | 20k | 29.63 |
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| Citigroup Com New (C) | 0.1 | $558k | 4.8k | 116.69 |
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| Unilever Spon Adr New (UL) | 0.1 | $557k | NEW | 8.5k | 65.40 |
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| Netflix (NFLX) | 0.1 | $550k | +894% | 5.9k | 93.76 |
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| Shell Spon Ads (SHEL) | 0.1 | $548k | 7.5k | 73.48 |
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| Ryder System (R) | 0.1 | $545k | -11% | 2.8k | 191.39 |
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| Boulder Growth & Income Fund (STEW) | 0.1 | $539k | +5% | 29k | 18.54 |
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| Archrock (AROC) | 0.1 | $537k | -16% | 21k | 26.02 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $533k | 782.00 | 681.95 |
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| Raymond James Financial (RJF) | 0.1 | $527k | -2% | 3.3k | 160.59 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $524k | +44% | 10k | 50.94 |
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| Manulife Finl Corp (MFC) | 0.1 | $523k | 14k | 36.28 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $522k | -4% | 7.4k | 70.97 |
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| Astrazeneca Sponsored Adr | 0.1 | $511k | -6% | 5.6k | 91.93 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $510k | 6.2k | 82.81 |
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $508k | 9.4k | 54.05 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $504k | 2.5k | 203.46 |
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| Travelers Companies (TRV) | 0.1 | $504k | 1.7k | 290.07 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $501k | 3.0k | 168.77 |
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| Rbc Cad (RY) | 0.1 | $501k | -2% | 2.9k | 170.47 |
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| MetLife (MET) | 0.1 | $499k | 6.3k | 78.94 |
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| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.1 | $487k | 11k | 43.93 |
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| Tc Energy Corp (TRP) | 0.1 | $485k | -3% | 8.8k | 55.01 |
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| Home Depot (HD) | 0.1 | $480k | -9% | 1.4k | 343.18 |
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| Huntington Ingalls Inds (HII) | 0.1 | $479k | 1.4k | 340.07 |
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| Ge Aerospace Com New (GE) | 0.1 | $475k | 1.5k | 308.09 |
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| CF Industries Holdings (CF) | 0.1 | $474k | -5% | 6.1k | 77.34 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $473k | -4% | 6.1k | 77.35 |
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| Entergy Corporation (ETR) | 0.1 | $472k | 5.1k | 92.43 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $471k | +40% | 2.2k | 212.07 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $466k | 5.1k | 90.70 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $463k | -2% | 907.00 | 510.73 |
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| GATX Corporation (GATX) | 0.1 | $461k | -12% | 2.7k | 169.60 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $461k | -6% | 2.4k | 191.59 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $457k | -2% | 11k | 43.55 |
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| Snap-on Incorporated (SNA) | 0.1 | $451k | 1.3k | 344.60 |
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| Medtronic SHS (MDT) | 0.1 | $437k | 4.6k | 96.06 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $436k | -12% | 2.5k | 174.19 |
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| Procter & Gamble Company (PG) | 0.1 | $435k | 3.1k | 142.74 |
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| Enovix Corp (ENVX) | 0.1 | $428k | -20% | 59k | 7.31 |
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| MercadoLibre (MELI) | 0.1 | $427k | -29% | 212.00 | 2014.26 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $424k | 1.1k | 396.31 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $423k | +21% | 6.3k | 67.22 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $420k | -6% | 868.00 | 483.46 |
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| American Electric Power Company (AEP) | 0.1 | $418k | 3.6k | 115.32 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $413k | 6.8k | 60.81 |
|
|
| Granite Construction (GVA) | 0.1 | $411k | 3.6k | 115.34 |
|
|
| Valmont Industries (VMI) | 0.1 | $409k | 1.0k | 402.32 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $398k | 17k | 23.31 |
|
|
| Toyota Motor Corp Ads (TM) | 0.1 | $395k | 1.8k | 214.07 |
|
|
| Msci (MSCI) | 0.1 | $395k | 689.00 | 573.73 |
|
|
| Firstcash Holdings (FCFS) | 0.1 | $388k | 2.4k | 159.38 |
|
|
| Monolithic Power Systems (MPWR) | 0.1 | $383k | -24% | 423.00 | 906.36 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $375k | -5% | 3.0k | 123.26 |
|
| Cibc Cad (CM) | 0.1 | $373k | -11% | 4.1k | 90.61 |
|
| Walt Disney Company (DIS) | 0.1 | $372k | -3% | 3.3k | 113.76 |
|
| Hasbro (HAS) | 0.1 | $367k | +9% | 4.5k | 82.01 |
|
| Stryker Corporation (SYK) | 0.1 | $364k | 1.0k | 351.48 |
|
|
| Republic Services (RSG) | 0.1 | $364k | 1.7k | 211.93 |
|
|
| Ross Stores (ROST) | 0.1 | $363k | 2.0k | 180.14 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $362k | -2% | 5.3k | 68.23 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $361k | +2% | 19k | 19.33 |
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.1 | $360k | -2% | 18k | 19.90 |
|
| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.1 | $360k | -12% | 30k | 11.86 |
|
| Fortis (FTS) | 0.1 | $355k | -7% | 6.8k | 51.94 |
|
| Cirrus Logic (CRUS) | 0.1 | $350k | -2% | 3.0k | 118.50 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $349k | -8% | 4.9k | 71.41 |
|
| Microchip Technology (MCHP) | 0.1 | $348k | +19% | 5.5k | 63.72 |
|
| General Dynamics Corporation (GD) | 0.1 | $345k | 1.0k | 336.71 |
|
|
| International Paper Company (IP) | 0.1 | $345k | 8.7k | 39.39 |
|
|
| Hexcel Corporation (HXL) | 0.1 | $342k | 4.6k | 73.90 |
|
|
| RadNet (RDNT) | 0.1 | $335k | 4.7k | 71.35 |
|
|
| Hologic (HOLX) | 0.1 | $334k | -5% | 4.5k | 74.49 |
|
| Air Products & Chemicals (APD) | 0.1 | $334k | -82% | 1.4k | 247.00 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $333k | -8% | 3.5k | 95.22 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $333k | -3% | 5.0k | 66.88 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $331k | -49% | 6.8k | 48.46 |
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.1 | $331k | -3% | 4.4k | 75.59 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $331k | -2% | 21k | 15.59 |
|
| Iron Mountain (IRM) | 0.1 | $329k | -4% | 4.0k | 82.95 |
|
| Coca-Cola Company (KO) | 0.1 | $325k | -2% | 4.6k | 69.92 |
|
| NiSource (NI) | 0.1 | $324k | -3% | 7.8k | 41.76 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $323k | -3% | 2.8k | 117.22 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $321k | 20k | 15.86 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $321k | NEW | 1.5k | 208.75 |
|
| Darden Restaurants (DRI) | 0.1 | $320k | -2% | 1.7k | 184.02 |
|
| D.R. Horton (DHI) | 0.1 | $320k | 2.2k | 144.06 |
|
|
| Webster Financial Corporation (WBS) | 0.1 | $315k | -2% | 5.0k | 62.94 |
|
| Gold Fields Sponsored Adr (GFI) | 0.1 | $314k | 7.2k | 43.66 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $314k | -66% | 12k | 25.60 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $311k | -6% | 5.8k | 53.36 |
|
| Barclays Adr (BCS) | 0.1 | $310k | 12k | 25.45 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $306k | +4% | 5.7k | 53.94 |
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $303k | -29% | 2.3k | 129.82 |
|
| Box Cl A (BOX) | 0.1 | $302k | 10k | 29.91 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $300k | -2% | 876.00 | 342.97 |
|
| BorgWarner (BWA) | 0.1 | $299k | 6.6k | 45.06 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $298k | NEW | 5.6k | 53.37 |
|
| FormFactor (FORM) | 0.1 | $296k | NEW | 5.3k | 55.78 |
|
| Pimco Dynamic Income SHS (PDI) | 0.1 | $295k | -8% | 17k | 17.71 |
|
| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.1 | $293k | -3% | 12k | 24.87 |
|
| The Alger Etf Trust 35 Etf (ATFV) | 0.1 | $293k | -7% | 8.4k | 34.87 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $289k | -4% | 5.9k | 49.21 |
|
| Ge Vernova (GEV) | 0.0 | $286k | +17% | 438.00 | 653.33 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $285k | -4% | 3.7k | 77.02 |
|
| Hershey Company (HSY) | 0.0 | $285k | 1.6k | 182.00 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $284k | 1.5k | 191.05 |
|
|
| Kinder Morgan (KMI) | 0.0 | $282k | 10k | 27.49 |
|
|
| Sea Sponsord Ads (SE) | 0.0 | $282k | -3% | 2.2k | 127.57 |
|
| East West Ban (EWBC) | 0.0 | $280k | 2.5k | 112.39 |
|
|
| Wintrust Financial Corporation (WTFC) | 0.0 | $279k | 2.0k | 139.82 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $275k | 1.4k | 199.65 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $274k | -19% | 2.7k | 100.89 |
|
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.0 | $272k | 19k | 14.25 |
|
|
| ON Semiconductor (ON) | 0.0 | $259k | -5% | 4.8k | 54.15 |
|
| Cme (CME) | 0.0 | $254k | +19% | 931.00 | 272.94 |
|
| Caci Intl Cl A (CACI) | 0.0 | $254k | NEW | 476.00 | 532.81 |
|
| Msc Indl Direct Cl A (MSM) | 0.0 | $252k | -16% | 3.0k | 84.09 |
|
| Compania De Minas Buenaventu Sponsored Adr (BVN) | 0.0 | $249k | 9.0k | 27.83 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $248k | 963.00 | 257.72 |
|
|
| Arrow Electronics (ARW) | 0.0 | $247k | -2% | 2.2k | 110.00 |
|
| NetApp (NTAP) | 0.0 | $247k | -8% | 2.3k | 107.08 |
|
| Oneok (OKE) | 0.0 | $247k | NEW | 3.4k | 73.49 |
|
| Nutrien (NTR) | 0.0 | $245k | 4.0k | 61.73 |
|
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.0 | $244k | 10k | 23.82 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $244k | 5.5k | 44.41 |
|
|
| DaVita (DVA) | 0.0 | $242k | +7% | 2.1k | 113.61 |
|
| ConocoPhillips (COP) | 0.0 | $241k | -9% | 2.6k | 93.63 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $240k | -23% | 45k | 5.30 |
|
| Special Opportunities 2.75% CNV PFD C (SPE.PC) | 0.0 | $240k | NEW | 9.7k | 24.72 |
|
| China Yuchai Intl (CYD) | 0.0 | $238k | 6.7k | 35.50 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $238k | -73% | 2.7k | 88.87 |
|
| Albemarle Corporation (ALB) | 0.0 | $238k | NEW | 1.7k | 141.44 |
|
| Abivax Sa Sponsored Ads (ABVX) | 0.0 | $235k | NEW | 1.7k | 134.85 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $232k | 2.4k | 95.35 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $231k | -22% | 6.4k | 36.23 |
|
| Boston Properties (BXP) | 0.0 | $227k | -15% | 3.4k | 67.48 |
|
| Emcor (EME) | 0.0 | $226k | NEW | 369.00 | 611.79 |
|
| Pembina Pipeline Corp (PBA) | 0.0 | $225k | +12% | 5.9k | 38.06 |
|
| Realty Income (O) | 0.0 | $225k | -9% | 4.0k | 56.37 |
|
| Tesla Motors (TSLA) | 0.0 | $224k | 497.00 | 449.72 |
|
|
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $224k | -13% | 4.6k | 48.56 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $223k | -3% | 4.8k | 46.54 |
|
| Up Fintech Hldg Sponsored Ads (TIGR) | 0.0 | $222k | 22k | 10.00 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $221k | 1.6k | 139.13 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $220k | -48% | 1.1k | 198.62 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $220k | +99% | 1.5k | 144.01 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $220k | 2.4k | 93.00 |
|
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $217k | 19k | 11.49 |
|
|
| Franklin Templeton Etf Tr Ftse Canada (FLCA) | 0.0 | $216k | -3% | 4.5k | 48.30 |
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $215k | NEW | 3.0k | 72.19 |
|
| Tortoise Capital Series Trus Essential Energy (TPZ) | 0.0 | $210k | 10k | 20.38 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $210k | -75% | 1.3k | 161.63 |
|
| Cabot Corporation (CBT) | 0.0 | $207k | -9% | 3.1k | 66.28 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $206k | 8.4k | 24.37 |
|
|
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.0 | $204k | NEW | 958.00 | 213.24 |
|
| Energy Recovery (ERII) | 0.0 | $204k | 15k | 13.49 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $202k | NEW | 2.0k | 101.67 |
|
| Copt Defense Properties Shs Ben Int (CDP) | 0.0 | $201k | -2% | 7.2k | 27.80 |
|
| Vnet Group Sponsored Ads A (VNET) | 0.0 | $196k | 23k | 8.46 |
|
|
| Kenvue (KVUE) | 0.0 | $189k | 11k | 17.25 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $187k | 10k | 17.96 |
|
|
| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.0 | $180k | -15% | 11k | 16.50 |
|
| Virtus Global Divid Income F (ZTR) | 0.0 | $170k | -67% | 27k | 6.30 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $138k | 18k | 7.71 |
|
|
| Rlj Lodging Trust (RLJ) | 0.0 | $78k | 10k | 7.45 |
|
|
| Seritage Growth Pptys Cl A (SRG) | 0.0 | $55k | 17k | 3.25 |
|
|
| Braemar Hotels And Resorts (BHR) | 0.0 | $32k | 11k | 2.87 |
|
|
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $29k | 10k | 2.81 |
|
|
| Lineage Cell Therapeutics In (LCTX) | 0.0 | $17k | 10k | 1.67 |
|
Past Filings by Beverly Hills Private Wealth
SEC 13F filings are viewable for Beverly Hills Private Wealth going back to 2022
- Beverly Hills Private Wealth 2025 Q4 restated filed Feb. 17, 2026
- Beverly Hills Private Wealth 2025 Q4 filed Feb. 4, 2026
- Beverly Hills Private Wealth 2025 Q3 filed Nov. 10, 2025
- Beverly Hills Private Wealth 2025 Q2 filed July 29, 2025
- Beverly Hills Private Wealth 2025 Q1 filed April 30, 2025
- Beverly Hills Private Wealth 2024 Q4 filed Feb. 14, 2025
- Beverly Hills Private Wealth 2024 Q3 filed Nov. 12, 2024
- Beverly Hills Private Wealth 2024 Q1 filed May 9, 2024
- Beverly Hills Private Wealth 2023 Q4 filed Jan. 30, 2024
- Beverly Hills Private Wealth 2023 Q3 filed Nov. 8, 2023
- Beverly Hills Private Wealth 2023 Q2 filed Aug. 10, 2023
- Beverly Hills Private Wealth 2023 Q1 filed May 4, 2023
- Beverly Hills Private Wealth 2022 Q4 filed Feb. 13, 2023