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, NVDA, BRK.B, AMZN, and represent 16.49% of Beverly Hills Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$11M), VGIT (+$6.3M), AVGO (+$5.4M), VGSH (+$5.2M), AMZN, META, SW, GNMA, V, GOOG.
- Started 26 new stock positions in VMI, IHTA, CLIP, ARE, AVEM, BCS, QFIN, TEL, WEX, ADP.
- Reduced shares in these 10 stocks: , FTAI, TXN, JBBB, Global X Fds, MRK, LOW, MSI, LIN, ETN.
- Sold out of its positions in AGNC, ADBE, BBY, BlackRock, BA, CI, CVS, CX, KOF, COLB.
- Beverly Hills Private Wealth was a net buyer of stock by $40M.
- Beverly Hills Private Wealth has $495M in assets under management (AUM), dropping by 13.91%.
- Central Index Key (CIK): 0001965710
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Portfolio Holdings for Beverly Hills Private Wealth
Beverly Hills Private Wealth holds 337 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.4 | $27M | -2% | 115k | 233.00 |
|
| Microsoft Corporation (MSFT) | 3.9 | $20M | 45k | 430.30 |
|
|
| NVIDIA Corporation (NVDA) | 2.6 | $13M | +805% | 105k | 121.44 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $12M | +16% | 26k | 460.26 |
|
| Amazon (AMZN) | 2.1 | $11M | +39% | 57k | 186.33 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.1 | $10M | +100% | 176k | 59.02 |
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $9.7M | 46k | 210.86 |
|
|
| Philip Morris International (PM) | 1.6 | $8.1M | +22% | 67k | 121.40 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 1.6 | $8.1M | +15% | 81k | 100.29 |
|
| Meta Platforms Cl A (META) | 1.5 | $7.2M | +70% | 13k | 572.45 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.4 | $6.9M | +1063% | 115k | 60.42 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.3 | $6.5M | +10% | 129k | 50.88 |
|
| Broadcom (AVGO) | 1.3 | $6.2M | +685% | 36k | 172.50 |
|
| Comcast Corp Cl A (CMCSA) | 1.1 | $5.6M | +17% | 135k | 41.77 |
|
| UnitedHealth (UNH) | 1.1 | $5.4M | +6% | 9.2k | 584.68 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $5.3M | +73% | 32k | 167.20 |
|
| Charles Schwab Corporation (SCHW) | 1.0 | $5.2M | +15% | 80k | 64.81 |
|
| Verizon Communications (VZ) | 1.0 | $5.1M | +20% | 113k | 44.91 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.0 | $4.9M | -4% | 104k | 47.21 |
|
| Anthem (ELV) | 1.0 | $4.9M | +53% | 9.3k | 520.00 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $4.7M | +47% | 27k | 173.67 |
|
| Lowe's Companies (LOW) | 0.9 | $4.6M | -18% | 17k | 270.85 |
|
| Pepsi (PEP) | 0.9 | $4.6M | +49% | 27k | 170.05 |
|
| Johnson & Johnson (JNJ) | 0.9 | $4.2M | -7% | 26k | 162.06 |
|
| Texas Instruments Incorporated (TXN) | 0.8 | $4.1M | -31% | 20k | 206.57 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $4.0M | -10% | 7.0k | 576.75 |
|
| Chevron Corporation (CVX) | 0.8 | $4.0M | -17% | 27k | 147.26 |
|
| Visa Com Cl A (V) | 0.8 | $3.9M | +152% | 14k | 274.95 |
|
| Packaging Corporation of America (PKG) | 0.8 | $3.8M | +37% | 18k | 215.40 |
|
| Novo-nordisk A S Adr (NVO) | 0.7 | $3.6M | +45% | 30k | 119.07 |
|
| Kroger (KR) | 0.7 | $3.5M | +138% | 61k | 57.30 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $3.4M | -12% | 29k | 117.69 |
|
| Merck & Co (MRK) | 0.7 | $3.4M | -24% | 30k | 113.56 |
|
| McDonald's Corporation (MCD) | 0.7 | $3.3M | -8% | 11k | 304.60 |
|
| Progressive Corporation (PGR) | 0.6 | $3.2M | -14% | 13k | 253.76 |
|
| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.6 | $3.0M | +124% | 138k | 21.62 |
|
| Albertsons Cos Common Stock (ACI) | 0.6 | $3.0M | +165% | 160k | 18.48 |
|
| Abbvie (ABBV) | 0.6 | $2.9M | -14% | 14k | 197.48 |
|
| Wal-Mart Stores (WMT) | 0.6 | $2.8M | -17% | 35k | 80.75 |
|
| Starbucks Corporation (SBUX) | 0.6 | $2.8M | -20% | 29k | 97.49 |
|
| Cisco Systems (CSCO) | 0.6 | $2.8M | -19% | 53k | 53.22 |
|
| Stifel Financial (SF) | 0.6 | $2.8M | +146% | 30k | 93.90 |
|
| Air Products & Chemicals (APD) | 0.6 | $2.8M | -17% | 9.4k | 297.75 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $2.8M | 4.00 | 691180.00 |
|
|
| Linde SHS (LIN) | 0.6 | $2.8M | -23% | 5.8k | 476.75 |
|
| Smurfit Westrock SHS (SW) | 0.6 | $2.7M | NEW | 56k | 49.41 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $2.7M | 168k | 16.05 |
|
|
| News Corp CL B (NWS) | 0.5 | $2.7M | +121% | 95k | 27.95 |
|
| Suncor Energy (SU) | 0.5 | $2.6M | +149% | 71k | 36.92 |
|
| Ishares Tr Gnma Bond Etf (GNMA) | 0.5 | $2.6M | NEW | 59k | 44.79 |
|
| Motorola Solutions Com New (MSI) | 0.5 | $2.5M | -28% | 5.6k | 449.63 |
|
| Northrop Grumman Corporation (NOC) | 0.5 | $2.5M | -21% | 4.8k | 528.07 |
|
| Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 0.5 | $2.5M | +28% | 49k | 50.64 |
|
| Cbl & Assoc Pptys Common Stock (CBL) | 0.5 | $2.5M | +197% | 98k | 25.20 |
|
| Diageo Spon Adr New (DEO) | 0.5 | $2.5M | +19% | 18k | 140.34 |
|
| Morgan Stanley Com New (MS) | 0.5 | $2.5M | +64% | 24k | 104.24 |
|
| Kayne Anderson MLP Investment (KYN) | 0.5 | $2.4M | -12% | 218k | 11.00 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $2.4M | +190% | 23k | 106.12 |
|
| Norfolk Southern (NSC) | 0.5 | $2.4M | -16% | 9.6k | 248.50 |
|
| El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC) | 0.5 | $2.3M | +142% | 48k | 48.25 |
|
| Nextera Energy (NEE) | 0.5 | $2.3M | -16% | 27k | 84.53 |
|
| Fidelity National Information Services (FIS) | 0.5 | $2.2M | -20% | 27k | 83.73 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.4 | $2.2M | +147% | 67k | 32.72 |
|
| Cenovus Energy (CVE) | 0.4 | $2.2M | +175% | 130k | 16.73 |
|
| Paychex (PAYX) | 0.4 | $2.2M | -17% | 16k | 134.18 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $2.1M | -14% | 4.3k | 493.83 |
|
| American Express Company (AXP) | 0.4 | $2.1M | -17% | 7.7k | 271.20 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.4 | $2.1M | 53k | 39.82 |
|
|
| Eaton Corp SHS (ETN) | 0.4 | $2.1M | -29% | 6.3k | 331.44 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $2.1M | -18% | 5.9k | 353.48 |
|
| Apartment Invt & Mgmt Cl A (AIV) | 0.4 | $2.1M | +105% | 230k | 9.04 |
|
| Fastenal Company (FAST) | 0.4 | $2.0M | -17% | 28k | 71.42 |
|
| Bny Mellon Alcentra Global Cr (DCF) | 0.4 | $2.0M | +671% | 219k | 9.18 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.9M | +11% | 12k | 165.85 |
|
| Paypal Holdings (PYPL) | 0.4 | $1.9M | +127% | 24k | 78.03 |
|
| Paccar (PCAR) | 0.4 | $1.9M | +93% | 19k | 98.68 |
|
| Becton, Dickinson and (BDX) | 0.4 | $1.9M | +133% | 7.8k | 241.08 |
|
| Ftai Aviation SHS (FTAI) | 0.4 | $1.9M | -52% | 14k | 132.90 |
|
| Abbott Laboratories (ABT) | 0.4 | $1.8M | -19% | 16k | 114.01 |
|
| Prologis (PLD) | 0.4 | $1.8M | -17% | 14k | 126.28 |
|
| Wec Energy Group (WEC) | 0.4 | $1.7M | -18% | 18k | 96.15 |
|
| Altria (MO) | 0.3 | $1.7M | -19% | 34k | 51.04 |
|
| TJX Companies (TJX) | 0.3 | $1.7M | -22% | 15k | 117.54 |
|
| United Parcel Service CL B (UPS) | 0.3 | $1.7M | -23% | 12k | 136.38 |
|
| Marsh & McLennan Companies (MMC) | 0.3 | $1.7M | -18% | 7.6k | 223.09 |
|
| Kimco Rlty Corp DP CV CL N 7.25% (KIM.PN) | 0.3 | $1.7M | +70% | 27k | 61.40 |
|
| Hp (HPQ) | 0.3 | $1.6M | +254% | 45k | 35.87 |
|
| Trane Technologies SHS (TT) | 0.3 | $1.6M | -20% | 4.2k | 388.73 |
|
| Aercap Holdings Nv SHS (AER) | 0.3 | $1.6M | +123% | 17k | 94.72 |
|
| General Motors Company (GM) | 0.3 | $1.6M | +117% | 35k | 44.84 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.5M | -9% | 1.7k | 886.31 |
|
| Crown Castle Intl (CCI) | 0.3 | $1.5M | -27% | 13k | 118.63 |
|
| Neuberger Berman Next Genera Common Stock (NBXG) | 0.3 | $1.5M | -20% | 115k | 12.83 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.4M | -11% | 37k | 39.68 |
|
| Dominion Resources (D) | 0.3 | $1.4M | -25% | 25k | 57.79 |
|
| Cincinnati Financial Corporation (CINF) | 0.3 | $1.4M | -21% | 11k | 136.12 |
|
| American Tower Reit (AMT) | 0.3 | $1.4M | -21% | 6.1k | 232.56 |
|
| Vistra Energy (VST) | 0.3 | $1.4M | -20% | 12k | 118.54 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $1.4M | -19% | 18k | 73.67 |
|
| Honeywell International (HON) | 0.3 | $1.4M | -28% | 6.5k | 206.71 |
|
| Oppenheimer Hldgs Cl A Non Vtg (OPY) | 0.3 | $1.4M | +107% | 26k | 51.16 |
|
| S&p Global (SPGI) | 0.3 | $1.3M | -23% | 2.6k | 516.62 |
|
| Rush Enterprises Cl A (RUSHA) | 0.3 | $1.3M | +49% | 25k | 52.83 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.3 | $1.3M | -7% | 40k | 33.01 |
|
| Bank of New York Mellon Corporation (BK) | 0.3 | $1.3M | +55% | 18k | 71.86 |
|
| Ares Capital Corporation (ARCC) | 0.3 | $1.3M | -17% | 61k | 20.94 |
|
| Embraer Sponsored Ads (ERJ) | 0.3 | $1.2M | +42% | 35k | 35.37 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $1.2M | -21% | 11k | 115.02 |
|
| Zoetis Cl A (ZTS) | 0.2 | $1.2M | -23% | 6.2k | 195.35 |
|
| McKesson Corporation (MCK) | 0.2 | $1.2M | +128% | 2.5k | 495.40 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.2M | -22% | 4.9k | 246.47 |
|
| Kla Corp Com New (KLAC) | 0.2 | $1.2M | -14% | 1.5k | 774.39 |
|
| DTF Tax Free Income (DTF) | 0.2 | $1.1M | +254% | 101k | 11.27 |
|
| Global X Fds 1-3 Month T-bill (CLIP) | 0.2 | $1.1M | NEW | 11k | 100.50 |
|
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.2 | $1.1M | -2% | 29k | 38.40 |
|
| Ubs Group SHS (UBS) | 0.2 | $1.1M | +40% | 36k | 30.91 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $1.1M | 34k | 31.78 |
|
|
| Applied Materials (AMAT) | 0.2 | $1.1M | +26% | 5.4k | 202.08 |
|
| Sanofi Sponsored Adr (SNY) | 0.2 | $1.1M | -17% | 19k | 57.63 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $1.1M | 6.6k | 162.91 |
|
|
| Aon Shs Cl A (AON) | 0.2 | $1.1M | NEW | 3.1k | 346.00 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.2 | $1.0M | NEW | 10k | 101.38 |
|
| Te Connectivity Ord Shs (TEL) | 0.2 | $1.0M | NEW | 6.9k | 150.99 |
|
| Intuit (INTU) | 0.2 | $1.0M | +3% | 1.7k | 620.81 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $1.0M | -23% | 16k | 64.62 |
|
| Qualcomm (QCOM) | 0.2 | $1.0M | -2% | 6.0k | 170.07 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $989k | +4% | 1.1k | 886.51 |
|
| Enterprise Products Partners (EPD) | 0.2 | $975k | -8% | 34k | 29.11 |
|
| International Business Machines (IBM) | 0.2 | $972k | -20% | 4.4k | 221.14 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $967k | NEW | 15k | 65.14 |
|
| Caterpillar (CAT) | 0.2 | $954k | +7% | 2.4k | 391.12 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $936k | -3% | 8.5k | 110.63 |
|
| MercadoLibre (MELI) | 0.2 | $882k | +6% | 430.00 | 2051.96 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.2 | $861k | -49% | 38k | 22.64 |
|
| Pfizer (PFE) | 0.2 | $844k | -25% | 29k | 28.94 |
|
| Enbridge (ENB) | 0.2 | $808k | -11% | 20k | 40.61 |
|
| Invesco High Income 2024 Tar cmn (IHTA) | 0.2 | $797k | NEW | 105k | 7.60 |
|
| Monolithic Power Systems (MPWR) | 0.2 | $791k | -29% | 814.00 | 971.25 |
|
| Iron Mountain (IRM) | 0.2 | $790k | -10% | 6.6k | 118.83 |
|
| Oracle Corporation (ORCL) | 0.2 | $787k | +2% | 4.6k | 170.39 |
|
| Analog Devices (ADI) | 0.2 | $774k | -24% | 3.4k | 230.17 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $762k | +154% | 3.1k | 248.60 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $751k | -29% | 16k | 47.12 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $741k | +17% | 9.5k | 78.05 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $732k | +128% | 12k | 61.75 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $725k | -14% | 6.0k | 121.16 |
|
| Houlihan Lokey Cl A (HLI) | 0.1 | $720k | -22% | 4.6k | 158.02 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $699k | +165% | 7.2k | 96.59 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $695k | -21% | 5.6k | 124.48 |
|
| Unilever Spon Adr New (UL) | 0.1 | $689k | -25% | 11k | 64.96 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $687k | -19% | 3.2k | 217.49 |
|
| Amgen (AMGN) | 0.1 | $678k | -15% | 2.1k | 322.19 |
|
| CF Industries Holdings (CF) | 0.1 | $675k | -19% | 7.9k | 85.80 |
|
| Moog Cl A (MOG.A) | 0.1 | $674k | -18% | 3.3k | 202.04 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $644k | -16% | 9.2k | 69.67 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $640k | -25% | 8.1k | 78.76 |
|
| Archrock (AROC) | 0.1 | $638k | -21% | 32k | 20.24 |
|
| Travelers Companies (TRV) | 0.1 | $623k | -17% | 2.7k | 234.12 |
|
| Home Depot (HD) | 0.1 | $620k | -33% | 1.5k | 405.17 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $618k | -38% | 15k | 40.88 |
|
| AvalonBay Communities (AVB) | 0.1 | $607k | -10% | 2.7k | 225.24 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $605k | 6.3k | 95.75 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $592k | 1.6k | 375.25 |
|
|
| D.R. Horton (DHI) | 0.1 | $591k | -20% | 3.1k | 190.75 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $589k | -21% | 6.6k | 89.83 |
|
| Shell Spon Ads (SHEL) | 0.1 | $588k | -8% | 8.9k | 65.95 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $581k | +15% | 9.5k | 60.93 |
|
| Ryder System (R) | 0.1 | $580k | -19% | 4.0k | 145.86 |
|
| Bce Com New (BCE) | 0.1 | $575k | -20% | 17k | 34.80 |
|
| GATX Corporation (GATX) | 0.1 | $549k | -21% | 4.1k | 132.47 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $548k | -38% | 5.7k | 95.80 |
|
| Ishares Tr Msci India Etf (INDA) | 0.1 | $546k | +139% | 9.3k | 58.53 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $545k | -21% | 7.0k | 77.95 |
|
| Woodward Governor Company (WWD) | 0.1 | $544k | -19% | 3.2k | 171.51 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $543k | 15k | 37.20 |
|
|
| Tc Energy Corp (TRP) | 0.1 | $534k | -17% | 11k | 47.59 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $532k | -32% | 3.0k | 179.30 |
|
| Procter & Gamble Company (PG) | 0.1 | $528k | -16% | 3.0k | 173.19 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $527k | 6.3k | 83.14 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $525k | 1.9k | 283.17 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $524k | 896.00 | 584.56 |
|
|
| ON Semiconductor (ON) | 0.1 | $522k | -26% | 7.2k | 72.57 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $519k | -22% | 14k | 36.58 |
|
| Shopify Cl A (SHOP) | 0.1 | $505k | +7% | 6.3k | 80.14 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $502k | -23% | 1.2k | 432.68 |
|
| Medtronic SHS (MDT) | 0.1 | $500k | -28% | 5.5k | 90.05 |
|
| Raymond James Financial (RJF) | 0.1 | $497k | -17% | 4.1k | 122.46 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.1 | $491k | -33% | 9.9k | 49.47 |
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| RadNet (RDNT) | 0.1 | $486k | 7.0k | 69.39 |
|
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| MetLife (MET) | 0.1 | $485k | -17% | 5.9k | 82.48 |
|
| Cirrus Logic (CRUS) | 0.1 | $480k | -21% | 3.9k | 123.99 |
|
| Enovix Corp (ENVX) | 0.1 | $479k | +46% | 51k | 9.34 |
|
| Manulife Finl Corp (MFC) | 0.1 | $477k | -23% | 16k | 29.55 |
|
| Cibc Cad (CM) | 0.1 | $476k | -2% | 7.8k | 61.34 |
|
| Hologic (HOLX) | 0.1 | $475k | -22% | 5.8k | 81.46 |
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.1 | $474k | -18% | 7.3k | 64.90 |
|
| Cabot Corporation (CBT) | 0.1 | $471k | -20% | 4.2k | 111.77 |
|
| At&t (T) | 0.1 | $467k | -16% | 21k | 22.00 |
|
| Snap-on Incorporated (SNA) | 0.1 | $459k | -22% | 1.6k | 289.82 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $457k | -27% | 6.3k | 72.05 |
|
| Kenvue (KVUE) | 0.1 | $456k | -14% | 20k | 23.13 |
|
| salesforce (CRM) | 0.1 | $451k | +70% | 1.6k | 273.71 |
|
| Rbc Cad (RY) | 0.1 | $444k | -23% | 3.6k | 124.71 |
|
| Republic Services (RSG) | 0.1 | $431k | -22% | 2.1k | 200.84 |
|
| Middleby Corporation (MIDD) | 0.1 | $424k | NEW | 3.0k | 139.13 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $423k | -3% | 7.3k | 57.53 |
|
| American Electric Power Company (AEP) | 0.1 | $421k | -22% | 4.1k | 102.60 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $419k | +3% | 3.9k | 107.65 |
|
| Fortis (FTS) | 0.1 | $418k | +10% | 9.2k | 45.44 |
|
| Box Cl A (BOX) | 0.1 | $415k | -23% | 13k | 32.73 |
|
| Cummins (CMI) | 0.1 | $411k | -20% | 1.3k | 323.79 |
|
| Dell Technologies CL C (DELL) | 0.1 | $410k | -24% | 3.5k | 118.54 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $407k | -3% | 7.9k | 51.74 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $407k | -20% | 2.9k | 142.29 |
|
| Wright Express (WEX) | 0.1 | $404k | NEW | 1.9k | 209.75 |
|
| Msci (MSCI) | 0.1 | $402k | -7% | 689.00 | 582.93 |
|
| Charles River Laboratories (CRL) | 0.1 | $401k | -14% | 2.0k | 196.97 |
|
| Eastman Chemical Company (EMN) | 0.1 | $400k | -20% | 3.6k | 111.90 |
|
| Arrow Electronics (ARW) | 0.1 | $395k | -22% | 3.0k | 132.83 |
|
| General Dynamics Corporation (GD) | 0.1 | $389k | -22% | 1.3k | 302.20 |
|
| Stryker Corporation (SYK) | 0.1 | $386k | +8% | 1.1k | 361.28 |
|
| Ansys (ANSS) | 0.1 | $385k | -23% | 1.2k | 318.63 |
|
| Boston Properties (BXP) | 0.1 | $383k | -4% | 4.8k | 80.46 |
|
| Coca-Cola Company (KO) | 0.1 | $382k | -15% | 5.3k | 71.86 |
|
| Bio Rad Labs Cl A (BIO) | 0.1 | $374k | -7% | 1.1k | 331.24 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $372k | +46% | 2.1k | 179.13 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $370k | -29% | 3.2k | 115.30 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $369k | NEW | 7.6k | 48.81 |
|
| Infosys Sponsored Adr (INFY) | 0.1 | $368k | NEW | 17k | 22.27 |
|
| ConocoPhillips (COP) | 0.1 | $368k | -7% | 3.5k | 105.28 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $367k | -50% | 7.2k | 50.94 |
|
| Hexcel Corporation (HXL) | 0.1 | $366k | -21% | 5.9k | 61.84 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $366k | -9% | 26k | 14.22 |
|
| Valmont Industries (VMI) | 0.1 | $365k | NEW | 1.3k | 289.95 |
|
| Pimco Dynamic Income SHS (PDI) | 0.1 | $363k | 18k | 20.27 |
|
|
| Akamai Technologies (AKAM) | 0.1 | $362k | -23% | 3.6k | 100.62 |
|
| Darden Restaurants (DRI) | 0.1 | $362k | -22% | 2.2k | 164.13 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $361k | -21% | 11k | 32.15 |
|
| Amcor Ord (AMCR) | 0.1 | $358k | -18% | 32k | 11.32 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $356k | 729.00 | 488.21 |
|
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $355k | -23% | 1.5k | 238.61 |
|
| Firstcash Holdings (FCFS) | 0.1 | $354k | -20% | 3.1k | 114.57 |
|
| Emerson Electric (EMR) | 0.1 | $353k | -20% | 3.2k | 109.37 |
|
| Myriad Genetics (MYGN) | 0.1 | $352k | -23% | 13k | 27.39 |
|
| Qiagen Nv Shs New (QGEN) | 0.1 | $347k | -15% | 7.6k | 45.57 |
|
| Walt Disney Company (DIS) | 0.1 | $347k | -18% | 3.6k | 96.20 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $343k | +33% | 17k | 20.46 |
|
| Vici Pptys (VICI) | 0.1 | $341k | 10k | 33.31 |
|
|
| Huntington Ingalls Inds (HII) | 0.1 | $341k | -22% | 1.3k | 264.45 |
|
| Dow (DOW) | 0.1 | $339k | -20% | 6.2k | 54.63 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $335k | -20% | 2.2k | 151.58 |
|
| Key (KEY) | 0.1 | $334k | 20k | 16.75 |
|
|
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.1 | $334k | -17% | 16k | 21.21 |
|
| Ge Aerospace Com New (GE) | 0.1 | $330k | +4% | 1.8k | 188.60 |
|
| Insperity (NSP) | 0.1 | $330k | -22% | 3.7k | 88.00 |
|
| Telus Ord (TU) | 0.1 | $329k | -19% | 20k | 16.78 |
|
| Golub Capital BDC (GBDC) | 0.1 | $324k | +6% | 22k | 15.11 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $323k | -21% | 7.6k | 42.76 |
|
| Realty Income (O) | 0.1 | $323k | -7% | 5.1k | 63.40 |
|
| NetApp (NTAP) | 0.1 | $322k | -16% | 2.6k | 123.51 |
|
| Sonoco Products Company (SON) | 0.1 | $316k | -23% | 5.8k | 54.63 |
|
| Citigroup Com New (C) | 0.1 | $315k | -35% | 5.0k | 62.61 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $313k | -20% | 6.9k | 45.72 |
|
| FormFactor (FORM) | 0.1 | $313k | -44% | 6.8k | 46.00 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $307k | -5% | 3.2k | 95.91 |
|
| Grupo Financiero Galicia Sponsored Adr (GGAL) | 0.1 | $306k | -17% | 7.3k | 42.09 |
|
| Papa John's Int'l (PZZA) | 0.1 | $304k | -12% | 5.7k | 53.76 |
|
| Ross Stores (ROST) | 0.1 | $303k | 2.0k | 150.51 |
|
|
| Epr Pptys Conv Pfd 9% Sr E (EPR.PE) | 0.1 | $303k | NEW | 9.9k | 30.63 |
|
| Webster Financial Corporation (WBS) | 0.1 | $301k | -22% | 6.5k | 46.61 |
|
| Hershey Company (HSY) | 0.1 | $298k | 1.6k | 191.75 |
|
|
| Cenovus Energy *w Exp 01/01/202 (CVE.WS) | 0.1 | $298k | +2% | 25k | 11.78 |
|
| PNC Financial Services (PNC) | 0.1 | $295k | -20% | 1.6k | 184.85 |
|
| Msc Indl Direct Cl A (MSM) | 0.1 | $294k | -23% | 3.4k | 85.97 |
|
| Banco Macro Sa Spon Adr B (BMA) | 0.1 | $293k | -10% | 4.6k | 63.50 |
|
| Centene Corporation (CNC) | 0.1 | $292k | -19% | 3.9k | 75.28 |
|
| Target Corporation (TGT) | 0.1 | $290k | -24% | 1.9k | 155.86 |
|
| BorgWarner (BWA) | 0.1 | $287k | -18% | 7.9k | 36.27 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $284k | -16% | 6.0k | 47.46 |
|
| Netflix (NFLX) | 0.1 | $282k | -8% | 397.00 | 709.33 |
|
| Granite Construction (GVA) | 0.1 | $281k | 3.5k | 79.29 |
|
|
| Public Storage (PSA) | 0.1 | $280k | 771.00 | 363.72 |
|
|
| Copt Defense Properties Shs Ben Int (CDP) | 0.1 | $274k | -24% | 9.0k | 30.35 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $274k | -34% | 1.4k | 197.17 |
|
| Williams Companies (WMB) | 0.1 | $265k | -38% | 5.8k | 45.65 |
|
| Entergy Corporation (ETR) | 0.1 | $265k | -21% | 2.0k | 132.46 |
|
| Energy Recovery (ERII) | 0.1 | $261k | -15% | 15k | 17.39 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $260k | +3% | 453.00 | 573.33 |
|
| Hasbro (HAS) | 0.1 | $259k | -23% | 3.6k | 72.32 |
|
| CONMED Corporation (CNMD) | 0.1 | $259k | -16% | 3.6k | 71.92 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $257k | -21% | 1.1k | 229.10 |
|
| Garmin SHS (GRMN) | 0.1 | $256k | -18% | 1.5k | 176.03 |
|
| Pembina Pipeline Corp (PBA) | 0.1 | $254k | -3% | 6.2k | 41.24 |
|
| Albemarle Corporation (ALB) | 0.1 | $252k | -19% | 2.7k | 94.71 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $252k | NEW | 3.9k | 64.60 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $252k | 302.00 | 833.41 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $252k | 1.8k | 142.02 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $246k | -17% | 24k | 10.18 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $245k | -18% | 1.4k | 178.43 |
|
| Pampa Energia S A Spons Adr Lvl I (PAM) | 0.0 | $243k | -17% | 4.1k | 60.04 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $241k | -27% | 1.7k | 145.61 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $241k | -3% | 2.9k | 83.80 |
|
| Automatic Data Processing (ADP) | 0.0 | $238k | NEW | 859.00 | 277.24 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $237k | -14% | 22k | 10.84 |
|
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $237k | -22% | 4.7k | 50.38 |
|
| Shift4 Pmts Cl A (FOUR) | 0.0 | $237k | NEW | 2.7k | 88.60 |
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.0 | $235k | -16% | 23k | 10.17 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $231k | 605.00 | 381.62 |
|
|
| Penn National Gaming (PENN) | 0.0 | $229k | -24% | 12k | 18.86 |
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $228k | NEW | 1.9k | 118.75 |
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.0 | $221k | 10k | 21.70 |
|
|
| Omni (OMC) | 0.0 | $221k | -20% | 2.1k | 103.39 |
|
| Ally Financial (ALLY) | 0.0 | $218k | -28% | 6.1k | 35.59 |
|
| Diodes Incorporated (DIOD) | 0.0 | $217k | -42% | 3.4k | 64.09 |
|
| Snowflake Cl A (SNOW) | 0.0 | $213k | -2% | 1.9k | 114.85 |
|
| Qifu Technology American Dep (QFIN) | 0.0 | $210k | NEW | 7.0k | 29.81 |
|
| Albany Intl Corp Cl A (AIN) | 0.0 | $209k | -20% | 2.4k | 88.87 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $205k | -21% | 2.3k | 90.20 |
|
| Nike CL B (NKE) | 0.0 | $204k | -12% | 2.3k | 88.41 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.0 | $204k | NEW | 6.7k | 30.42 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $200k | -25% | 4.5k | 44.46 |
|
| Barclays Adr (BCS) | 0.0 | $193k | NEW | 16k | 12.15 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $189k | -18% | 10k | 18.16 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $185k | -20% | 15k | 12.63 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $177k | NEW | 10k | 17.37 |
|
| Orange Sponsored Adr (ORANY) | 0.0 | $175k | -25% | 15k | 11.47 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $170k | -17% | 17k | 9.76 |
|
| Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $142k | NEW | 12k | 12.05 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $142k | -20% | 27k | 5.22 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $142k | NEW | 22k | 6.39 |
|
| Garrett Motion (GTX) | 0.0 | $134k | +4% | 16k | 8.18 |
|
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $124k | NEW | 27k | 4.55 |
|
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.0 | $123k | +5% | 11k | 11.64 |
|
| Rlj Lodging Trust (RLJ) | 0.0 | $96k | 10k | 9.18 |
|
|
| Jumia Technologies Sponsored Ads (JMIA) | 0.0 | $68k | NEW | 13k | 5.34 |
|
| Braemar Hotels And Resorts (BHR) | 0.0 | $33k | +3% | 11k | 3.09 |
|
| Compugen Ord (CGEN) | 0.0 | $18k | 10k | 1.81 |
|
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 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