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, JPM, AMZN, and represent 16.90% of Beverly Hills Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: JMTG, ACWI, VGIT, ELV, SIL, VZ, KR, DHR, EVM, GDXJ.
- Started 29 new stock positions in CX, SBSW, NTR, XLK, ACWI, GFI, JMTG, ATFV, TSLA, DVA.
- Reduced shares in these 10 stocks: AVGO, NWS, AAPL, GOOG, META, VTEB, JPM, VGSH, VTI, BLK.
- Sold out of its positions in AKAM, ANSS, BMA, CNC, EMN, ETX, ERIC, GGAL, INFY, KT.
- Beverly Hills Private Wealth was a net seller of stock by $-470k.
- Beverly Hills Private Wealth has $567M in assets under management (AUM), dropping by 6.25%.
- Central Index Key (CIK): 0001965710
Tip: Access up to 7 years of quarterly data
Positions held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Beverly Hills Private Wealth
Beverly Hills Private Wealth holds 340 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.6 | $26M | -4% | 102k | 254.64 |
|
| Microsoft Corporation (MSFT) | 4.2 | $24M | 46k | 518.08 |
|
|
| NVIDIA Corporation (NVDA) | 3.0 | $17M | 91k | 186.57 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.8 | $16M | -4% | 51k | 315.43 |
|
| Amazon (AMZN) | 2.3 | $13M | 60k | 219.57 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $12M | -3% | 24k | 502.74 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.9 | $11M | +13% | 183k | 60.03 |
|
| Charles Schwab Corporation (SCHW) | 1.8 | $10M | 107k | 95.47 |
|
|
| Meta Platforms Cl A (META) | 1.8 | $9.9M | -9% | 14k | 734.00 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.7 | $9.7M | -6% | 165k | 58.85 |
|
| Philip Morris International (PM) | 1.7 | $9.5M | -2% | 59k | 162.23 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $8.0M | -2% | 29k | 279.29 |
|
| Broadcom (AVGO) | 1.4 | $7.7M | -14% | 24k | 329.61 |
|
| Verizon Communications (VZ) | 1.3 | $7.3M | +12% | 166k | 43.95 |
|
| Cbl & Assoc Pptys Common Stock (CBL) | 1.1 | $6.3M | +8% | 207k | 30.58 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.1 | $6.1M | -7% | 120k | 50.78 |
|
| Anthem (ELV) | 1.0 | $5.9M | +26% | 18k | 323.12 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 1.0 | $5.9M | -4% | 59k | 100.23 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $5.9M | -16% | 24k | 243.55 |
|
| Ishares Tr Gnma Bond Etf (GNMA) | 0.9 | $5.4M | +9% | 121k | 44.35 |
|
| Visa Com Cl A (V) | 0.9 | $5.3M | +8% | 16k | 341.39 |
|
| Pepsi (PEP) | 0.9 | $5.3M | +5% | 38k | 140.43 |
|
| Alexander's (ALX) | 0.8 | $4.8M | +12% | 20k | 234.49 |
|
| Kroger (KR) | 0.8 | $4.6M | +17% | 69k | 67.41 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.8 | $4.6M | +9% | 60k | 76.40 |
|
| MGM Resorts International. (MGM) | 0.8 | $4.6M | +6% | 133k | 34.66 |
|
| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 0.8 | $4.5M | NEW | 88k | 51.00 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $4.4M | -8% | 18k | 243.11 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.8 | $4.4M | 93k | 46.97 |
|
|
| Johnson & Johnson (JNJ) | 0.8 | $4.4M | -5% | 24k | 185.40 |
|
| Blackrock (BLK) | 0.7 | $4.2M | -11% | 3.6k | 1166.19 |
|
| Albertsons Cos Common Stock (ACI) | 0.7 | $4.2M | +13% | 238k | 17.51 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $4.0M | 6.1k | 669.37 |
|
|
| El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC) | 0.7 | $4.0M | +11% | 81k | 49.91 |
|
| Comcast Corp Cl A (CMCSA) | 0.7 | $3.9M | 124k | 31.42 |
|
|
| Stifel Financial (SF) | 0.7 | $3.9M | -6% | 34k | 113.47 |
|
| Chevron Corporation (CVX) | 0.7 | $3.9M | -2% | 25k | 155.29 |
|
| Smurfit Westrock SHS (SW) | 0.7 | $3.8M | 89k | 42.57 |
|
|
| Lowe's Companies (LOW) | 0.7 | $3.8M | -3% | 15k | 251.30 |
|
| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.6 | $3.6M | -2% | 161k | 22.46 |
|
| Vanguard World Extended Dur (EDV) | 0.6 | $3.6M | +12% | 53k | 68.45 |
|
| McDonald's Corporation (MCD) | 0.6 | $3.6M | -2% | 12k | 303.88 |
|
| DTF Tax Free Income (DTF) | 0.6 | $3.5M | 309k | 11.43 |
|
|
| Aercap Holdings Nv SHS (AER) | 0.6 | $3.5M | +5% | 29k | 121.00 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $3.4M | +3% | 19k | 178.73 |
|
| UnitedHealth (UNH) | 0.6 | $3.3M | -4% | 9.7k | 345.31 |
|
| Cisco Systems (CSCO) | 0.6 | $3.3M | -2% | 48k | 68.42 |
|
| Suncor Energy (SU) | 0.6 | $3.2M | +3% | 76k | 41.81 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $3.1M | -5% | 17k | 183.76 |
|
| Abbvie (ABBV) | 0.5 | $3.1M | -2% | 13k | 231.54 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $3.1M | 27k | 112.75 |
|
|
| Norfolk Southern (NSC) | 0.5 | $3.0M | -5% | 9.9k | 300.40 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $3.0M | 173k | 17.16 |
|
|
| Global X Fds Global X Silver (SIL) | 0.5 | $2.9M | +68% | 40k | 71.63 |
|
| Wal-Mart Stores (WMT) | 0.5 | $2.8M | -5% | 27k | 103.05 |
|
| Cenovus Energy (CVE) | 0.5 | $2.8M | 165k | 16.99 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $2.8M | NEW | 20k | 138.24 |
|
| Corning Incorporated (GLW) | 0.5 | $2.8M | +4% | 34k | 82.03 |
|
| Northrop Grumman Corporation (NOC) | 0.5 | $2.6M | 4.3k | 609.32 |
|
|
| News Corp CL B (NWS) | 0.5 | $2.6M | -32% | 76k | 34.55 |
|
| Apartment Invt & Mgmt Cl A (AIV) | 0.5 | $2.6M | +8% | 325k | 7.93 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $2.5M | +2% | 46k | 55.49 |
|
| Becton, Dickinson and (BDX) | 0.4 | $2.5M | +30% | 14k | 187.17 |
|
| Hp (HPQ) | 0.4 | $2.5M | +3% | 93k | 27.23 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.4 | $2.5M | +30% | 25k | 99.03 |
|
| Progressive Corporation (PGR) | 0.4 | $2.5M | -4% | 10k | 246.97 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.4 | $2.5M | 38k | 64.71 |
|
|
| Kayne Anderson MLP Investment (KYN) | 0.4 | $2.4M | 194k | 12.37 |
|
|
| American Express Company (AXP) | 0.4 | $2.4M | -6% | 7.2k | 332.07 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $2.4M | 4.2k | 568.83 |
|
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.4 | $2.4M | +3% | 87k | 27.26 |
|
| Fastenal Company (FAST) | 0.4 | $2.3M | -3% | 47k | 49.04 |
|
| Linde SHS (LIN) | 0.4 | $2.3M | -3% | 4.8k | 475.05 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $2.3M | 3.00 | 754200.00 |
|
|
| Global X Fds 1-3 Month T-bill (CLIP) | 0.4 | $2.2M | +28% | 22k | 100.42 |
|
| Air Products & Chemicals (APD) | 0.4 | $2.2M | -5% | 7.9k | 272.67 |
|
| Te Connectivity Ord Shs (TEL) | 0.4 | $2.1M | -5% | 9.6k | 219.53 |
|
| Motorola Solutions Com New (MSI) | 0.4 | $2.1M | -4% | 4.6k | 457.25 |
|
| Bank of New York Mellon Corporation (BK) | 0.4 | $2.0M | -20% | 19k | 108.96 |
|
| Eaton Corp SHS (ETN) | 0.4 | $2.0M | -3% | 5.3k | 374.25 |
|
| Wec Energy Group (WEC) | 0.3 | $2.0M | -2% | 17k | 114.59 |
|
| Altria (MO) | 0.3 | $2.0M | -4% | 30k | 66.06 |
|
| Paccar (PCAR) | 0.3 | $2.0M | 20k | 98.32 |
|
|
| Amphenol Corp Cl A (APH) | 0.3 | $2.0M | +8% | 16k | 124.00 |
|
| Dominion Resources (D) | 0.3 | $1.9M | -3% | 31k | 61.17 |
|
| Paypal Holdings (PYPL) | 0.3 | $1.9M | +2% | 28k | 67.06 |
|
| TJX Companies (TJX) | 0.3 | $1.9M | 13k | 144.52 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $1.8M | -2% | 14k | 133.94 |
|
| Neuberger Berman Next Genera Common Stock (NBXG) | 0.3 | $1.8M | 117k | 15.38 |
|
|
| Paychex (PAYX) | 0.3 | $1.8M | -3% | 14k | 126.76 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $1.8M | 9.7k | 182.42 |
|
|
| Nextera Energy (NEE) | 0.3 | $1.7M | -5% | 23k | 75.49 |
|
| Kla Corp Com New (KLAC) | 0.3 | $1.7M | -2% | 1.6k | 1078.61 |
|
| Epr Pptys Conv Pfd 9% Sr E (EPR.PE) | 0.3 | $1.7M | +41% | 54k | 31.56 |
|
| GSK Sponsored Adr (GSK) | 0.3 | $1.7M | +3% | 39k | 43.16 |
|
| Starbucks Corporation (SBUX) | 0.3 | $1.6M | -23% | 19k | 84.59 |
|
| Embraer Sponsored Ads (ERJ) | 0.3 | $1.6M | -3% | 26k | 60.45 |
|
| Diageo Spon Adr New (DEO) | 0.3 | $1.6M | -11% | 17k | 95.43 |
|
| Packaging Corporation of America (PKG) | 0.3 | $1.5M | 7.1k | 217.93 |
|
|
| Fidelity National Information Services (FIS) | 0.3 | $1.5M | -5% | 23k | 65.96 |
|
| Trane Technologies SHS (TT) | 0.3 | $1.5M | -8% | 3.5k | 421.98 |
|
| Oppenheimer Hldgs Cl A Non Vtg (OPY) | 0.3 | $1.4M | -7% | 19k | 73.91 |
|
| Prologis (PLD) | 0.3 | $1.4M | -2% | 13k | 114.52 |
|
| Cincinnati Financial Corporation (CINF) | 0.3 | $1.4M | -5% | 9.0k | 158.10 |
|
| At&t (T) | 0.3 | $1.4M | +13% | 51k | 28.24 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.4M | 28k | 51.59 |
|
|
| Applied Materials (AMAT) | 0.2 | $1.4M | +4% | 6.9k | 204.75 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $1.4M | -3% | 6.7k | 201.53 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.3M | -24% | 8.5k | 158.96 |
|
| Ubs Group SHS (UBS) | 0.2 | $1.3M | -14% | 33k | 41.00 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $1.3M | 6.7k | 192.74 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $1.3M | 4.5k | 281.24 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.2 | $1.3M | -16% | 50k | 25.13 |
|
| McKesson Corporation (MCK) | 0.2 | $1.2M | +2% | 1.6k | 775.33 |
|
| Chubb (CB) | 0.2 | $1.2M | -14% | 4.2k | 282.25 |
|
| Honeywell International (HON) | 0.2 | $1.2M | -3% | 5.6k | 210.50 |
|
| Intuit (INTU) | 0.2 | $1.1M | 1.7k | 682.70 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.1M | -3% | 17k | 62.47 |
|
| Caterpillar (CAT) | 0.2 | $1.1M | -9% | 2.3k | 477.07 |
|
| S&p Global (SPGI) | 0.2 | $1.1M | -4% | 2.2k | 486.71 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $1.0M | 37k | 28.79 |
|
|
| Novartis Sponsored Adr (NVS) | 0.2 | $1.0M | -4% | 8.1k | 128.24 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.0M | -17% | 4.2k | 246.60 |
|
| Ares Capital Corporation (ARCC) | 0.2 | $1.0M | 51k | 20.41 |
|
|
| International Business Machines (IBM) | 0.2 | $1.0M | 3.6k | 282.12 |
|
|
| American Tower Reit (AMT) | 0.2 | $1.0M | -3% | 5.3k | 192.00 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.0M | -4% | 1.3k | 762.97 |
|
| Granite Real Estate Invt Tr Tr Unit New (GRP.U) | 0.2 | $1.0M | +17% | 18k | 55.74 |
|
| Crown Castle Intl (CCI) | 0.2 | $978k | -8% | 10k | 96.49 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $963k | 3.7k | 260.44 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $949k | -5% | 4.0k | 236.37 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $944k | -11% | 5.6k | 167.33 |
|
| Qualcomm (QCOM) | 0.2 | $927k | 5.6k | 166.36 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $906k | +12% | 10k | 87.31 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $897k | 25k | 36.35 |
|
|
| Enbridge (ENB) | 0.2 | $885k | -2% | 18k | 50.46 |
|
| Ftai Aviation SHS (FTAI) | 0.2 | $877k | -5% | 5.3k | 166.85 |
|
| Aon Shs Cl A (AON) | 0.2 | $861k | 2.4k | 356.59 |
|
|
| Enterprise Products Partners (EPD) | 0.2 | $859k | 28k | 31.27 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $848k | -3% | 5.3k | 159.88 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $840k | -18% | 907.00 | 925.64 |
|
| Vistra Energy (VST) | 0.1 | $783k | -9% | 4.0k | 195.94 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $776k | -2% | 5.2k | 148.61 |
|
| Kimco Rlty Corp DP CV CL N 7.25% (KIM.PN) | 0.1 | $766k | +44% | 13k | 59.53 |
|
| Enovix Corp (ENVX) | 0.1 | $738k | +8% | 74k | 9.97 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $717k | -3% | 4.6k | 157.56 |
|
| Pfizer (PFE) | 0.1 | $712k | 28k | 25.48 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $712k | -2% | 1.5k | 468.40 |
|
| Zoetis Cl A (ZTS) | 0.1 | $709k | -25% | 4.8k | 146.32 |
|
| Netflix (NFLX) | 0.1 | $707k | -4% | 590.00 | 1198.91 |
|
| MercadoLibre (MELI) | 0.1 | $706k | -2% | 302.00 | 2336.94 |
|
| Danaher Corporation (DHR) | 0.1 | $671k | NEW | 3.4k | 198.26 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $663k | 11k | 59.69 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $662k | +2% | 2.9k | 225.55 |
|
| Woodward Governor Company (WWD) | 0.1 | $657k | -5% | 2.6k | 252.71 |
|
| Archrock (AROC) | 0.1 | $652k | -4% | 25k | 26.31 |
|
| Analog Devices (ADI) | 0.1 | $649k | +2% | 2.6k | 245.70 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $642k | -17% | 14k | 47.20 |
|
| Home Depot (HD) | 0.1 | $622k | 1.5k | 404.11 |
|
|
| Ryder System (R) | 0.1 | $606k | -5% | 3.2k | 188.64 |
|
| Eaton Vance Cali Muni Bnd Fnd (EVM) | 0.1 | $602k | NEW | 63k | 9.49 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $594k | +8% | 24k | 24.57 |
|
| Houlihan Lokey Cl A (HLI) | 0.1 | $590k | -5% | 2.9k | 205.32 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $587k | 978.00 | 600.37 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $585k | +13% | 4.1k | 141.77 |
|
| CF Industries Holdings (CF) | 0.1 | $583k | -2% | 6.5k | 89.70 |
|
| Raymond James Financial (RJF) | 0.1 | $581k | -3% | 3.4k | 172.60 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $568k | +24% | 7.5k | 75.39 |
|
| Amgen (AMGN) | 0.1 | $559k | 2.0k | 282.14 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $556k | -2% | 9.4k | 59.28 |
|
| Moog Cl A (MOG.A) | 0.1 | $553k | -5% | 2.7k | 207.67 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $544k | 928.00 | 586.04 |
|
|
| GATX Corporation (GATX) | 0.1 | $543k | -13% | 3.1k | 175.00 |
|
| Shell Spon Ads (SHEL) | 0.1 | $540k | -3% | 7.5k | 71.54 |
|
| Virtus Global Divid Income F (ZTR) | 0.1 | $538k | +74% | 83k | 6.45 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $537k | +37% | 10k | 53.08 |
|
| MetLife (MET) | 0.1 | $531k | 6.4k | 82.36 |
|
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $527k | 7.7k | 68.11 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $521k | +47% | 782.00 | 666.21 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $517k | -3% | 562.00 | 920.65 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $510k | 6.2k | 82.95 |
|
|
| Boulder Growth & Income Fund (STEW) | 0.1 | $499k | +10% | 28k | 18.16 |
|
| Tc Energy Corp (TRP) | 0.1 | $496k | -4% | 9.1k | 54.41 |
|
| Ishares Tr Msci India Etf (INDA) | 0.1 | $489k | 9.4k | 52.06 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $487k | 2.6k | 189.73 |
|
|
| Citigroup Com New (C) | 0.1 | $485k | 4.8k | 101.50 |
|
|
| Travelers Companies (TRV) | 0.1 | $485k | 1.7k | 279.23 |
|
|
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $484k | -3% | 2.5k | 192.13 |
|
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.1 | $482k | 11k | 42.70 |
|
|
| Merck & Co (MRK) | 0.1 | $480k | -2% | 5.7k | 83.92 |
|
| Entergy Corporation (ETR) | 0.1 | $479k | 5.1k | 93.20 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $474k | 3.1k | 153.70 |
|
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $472k | -22% | 5.2k | 90.40 |
|
| Ge Aerospace Com New (GE) | 0.1 | $464k | -7% | 1.5k | 300.81 |
|
| Snap-on Incorporated (SNA) | 0.1 | $463k | 1.3k | 346.53 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $463k | -3% | 6.4k | 72.67 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $462k | 924.00 | 499.42 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $456k | -2% | 5.9k | 76.72 |
|
| Rbc Cad (RY) | 0.1 | $451k | 3.0k | 149.10 |
|
|
| Cummins (CMI) | 0.1 | $445k | -8% | 1.1k | 422.46 |
|
| Manulife Finl Corp (MFC) | 0.1 | $445k | 14k | 31.15 |
|
|
| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.1 | $440k | +60% | 35k | 12.75 |
|
| Medtronic SHS (MDT) | 0.1 | $439k | -3% | 4.6k | 95.23 |
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $432k | -8% | 3.3k | 130.20 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $429k | 3.0k | 144.37 |
|
|
| Iron Mountain (IRM) | 0.1 | $423k | -2% | 4.1k | 101.95 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $419k | +2% | 3.4k | 124.34 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $415k | -24% | 2.1k | 194.50 |
|
| Huntington Ingalls Inds (HII) | 0.1 | $410k | -2% | 1.4k | 288.00 |
|
| Sea Sponsord Ads (SE) | 0.1 | $410k | -8% | 2.3k | 178.73 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $409k | -7% | 6.9k | 59.20 |
|
| International Paper Company (IP) | 0.1 | $408k | 8.8k | 46.40 |
|
|
| American Electric Power Company (AEP) | 0.1 | $406k | 3.6k | 112.50 |
|
|
| Republic Services (RSG) | 0.1 | $402k | -2% | 1.8k | 229.50 |
|
| Valmont Industries (VMI) | 0.1 | $397k | -3% | 1.0k | 387.73 |
|
| Msci (MSCI) | 0.1 | $391k | 689.00 | 567.41 |
|
|
| Granite Construction (GVA) | 0.1 | $390k | 3.6k | 109.64 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $388k | -23% | 3.2k | 120.72 |
|
| Walt Disney Company (DIS) | 0.1 | $386k | 3.4k | 114.49 |
|
|
| D.R. Horton (DHI) | 0.1 | $384k | -11% | 2.3k | 169.77 |
|
| Firstcash Holdings (FCFS) | 0.1 | $384k | -9% | 2.4k | 158.42 |
|
| Stryker Corporation (SYK) | 0.1 | $383k | 1.0k | 369.82 |
|
|
| Ishares Tr Ishares 25+ Yr T (GOVZ) | 0.1 | $382k | -19% | 39k | 9.73 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $381k | -2% | 1.1k | 355.47 |
|
| Cirrus Logic (CRUS) | 0.1 | $380k | -2% | 3.0k | 125.29 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $378k | -3% | 5.1k | 73.41 |
|
| Fortis (FTS) | 0.1 | $375k | -4% | 7.4k | 50.74 |
|
| Cibc Cad (CM) | 0.1 | $370k | -11% | 4.6k | 79.88 |
|
| Greenfire Res Com Shs (GFR) | 0.1 | $367k | 79k | 4.62 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $365k | -26% | 7.1k | 51.04 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $364k | -15% | 3.8k | 95.15 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $363k | -25% | 5.4k | 67.83 |
|
| Pimco Dynamic Income SHS (PDI) | 0.1 | $358k | 18k | 19.80 |
|
|
| RadNet (RDNT) | 0.1 | $358k | 4.7k | 76.21 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $354k | NEW | 11k | 32.77 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $352k | 2.8k | 123.75 |
|
|
| Toyota Motor Corp Ads (TM) | 0.1 | $350k | +40% | 1.8k | 191.09 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $350k | 5.5k | 64.03 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $348k | -10% | 1.0k | 341.03 |
|
| NiSource (NI) | 0.1 | $348k | 8.0k | 43.30 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $342k | -13% | 5.2k | 65.88 |
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.1 | $339k | 4.5k | 74.72 |
|
|
| Darden Restaurants (DRI) | 0.1 | $338k | -3% | 1.8k | 190.36 |
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.1 | $336k | -14% | 19k | 18.15 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $333k | -17% | 3.0k | 110.49 |
|
| Box Cl A (BOX) | 0.1 | $331k | -3% | 10k | 32.27 |
|
| Msc Indl Direct Cl A (MSM) | 0.1 | $329k | 3.6k | 92.15 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $329k | -16% | 17k | 19.25 |
|
| Cenovus Energy *w Exp 01/01/202 (CVE.WS) | 0.1 | $328k | 27k | 12.35 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $326k | -17% | 1.6k | 206.52 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $325k | -8% | 20k | 15.94 |
|
| The Alger Etf Trust 35 Etf (ATFV) | 0.1 | $322k | NEW | 9.1k | 35.52 |
|
| Hologic (HOLX) | 0.1 | $320k | -3% | 4.7k | 67.48 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $319k | -4% | 22k | 14.64 |
|
| Vici Pptys (VICI) | 0.1 | $318k | -3% | 9.7k | 32.61 |
|
| Coca-Cola Company (KO) | 0.1 | $317k | 4.8k | 66.32 |
|
|
| Hasbro (HAS) | 0.1 | $309k | +4% | 4.1k | 75.85 |
|
| Middleby Corporation (MIDD) | 0.1 | $308k | -3% | 2.3k | 132.93 |
|
| Ross Stores (ROST) | 0.1 | $307k | 2.0k | 152.39 |
|
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $306k | +30% | 18k | 16.74 |
|
| Webster Financial Corporation (WBS) | 0.1 | $304k | -3% | 5.1k | 59.44 |
|
| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.1 | $302k | NEW | 12k | 24.77 |
|
| Emerson Electric (EMR) | 0.1 | $301k | -9% | 2.3k | 130.49 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $300k | +8% | 6.2k | 48.33 |
|
| Gold Fields Sponsored Adr (GFI) | 0.1 | $300k | NEW | 7.2k | 41.96 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $299k | NEW | 899.00 | 332.84 |
|
| NetApp (NTAP) | 0.1 | $297k | 2.5k | 118.46 |
|
|
| Boston Properties (BXP) | 0.1 | $295k | -2% | 4.0k | 74.34 |
|
| BorgWarner (BWA) | 0.1 | $294k | -5% | 6.7k | 43.96 |
|
| Kinder Morgan (KMI) | 0.1 | $294k | +2% | 10k | 28.31 |
|
| Hexcel Corporation (HXL) | 0.1 | $294k | -2% | 4.7k | 62.70 |
|
| Microchip Technology (MCHP) | 0.1 | $293k | +14% | 4.6k | 64.22 |
|
| Hershey Company (HSY) | 0.1 | $293k | 1.6k | 187.02 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $292k | -2% | 3.9k | 75.11 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $291k | -15% | 8.2k | 35.43 |
|
| Qiagen Nv Com Shs (QGEN) | 0.1 | $289k | -3% | 6.5k | 44.69 |
|
| Automatic Data Processing (ADP) | 0.1 | $287k | +6% | 976.00 | 294.04 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $282k | 6.2k | 45.80 |
|
|
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $282k | +16% | 5.3k | 52.78 |
|
| Golub Capital BDC (GBDC) | 0.0 | $281k | +6% | 21k | 13.69 |
|
| Arrow Electronics (ARW) | 0.0 | $281k | -2% | 2.3k | 121.00 |
|
| China Yuchai Intl (CYD) | 0.0 | $278k | NEW | 6.7k | 41.37 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $278k | 1.5k | 186.55 |
|
|
| East West Ban (EWBC) | 0.0 | $271k | -3% | 2.5k | 106.44 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $270k | -19% | 1.4k | 195.83 |
|
| Wintrust Financial Corporation (WTFC) | 0.0 | $269k | -3% | 2.0k | 132.44 |
|
| Realty Income (O) | 0.0 | $269k | 4.4k | 60.79 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $268k | 59k | 4.54 |
|
|
| ConocoPhillips (COP) | 0.0 | $268k | 2.8k | 94.61 |
|
|
| DaVita (DVA) | 0.0 | $265k | NEW | 2.0k | 132.87 |
|
| Cabot Corporation (CBT) | 0.0 | $263k | -2% | 3.5k | 76.05 |
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.0 | $262k | 10k | 25.52 |
|
|
| Barclays Adr (BCS) | 0.0 | $253k | -15% | 12k | 20.67 |
|
| ON Semiconductor (ON) | 0.0 | $250k | -2% | 5.1k | 49.31 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $244k | 5.4k | 45.10 |
|
|
| Bio Rad Labs Cl A (BIO) | 0.0 | $243k | -7% | 868.00 | 280.39 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $241k | -15% | 900.00 | 267.23 |
|
| Omni (OMC) | 0.0 | $240k | -6% | 3.0k | 81.22 |
|
| Vnet Group Sponsored Ads A (VNET) | 0.0 | $237k | -14% | 23k | 10.33 |
|
| Charles River Laboratories (CRL) | 0.0 | $237k | -12% | 1.5k | 156.46 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $236k | 2.4k | 97.63 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $235k | NEW | 5.5k | 42.79 |
|
| Up Fintech Hldg Sponsored Ads (TIGR) | 0.0 | $235k | -14% | 22k | 10.67 |
|
| AvalonBay Communities (AVB) | 0.0 | $234k | -25% | 1.2k | 193.17 |
|
| Energy Recovery (ERII) | 0.0 | $233k | 15k | 15.42 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $232k | -38% | 5.0k | 46.71 |
|
| Nutrien (NTR) | 0.0 | $231k | NEW | 3.9k | 58.70 |
|
| Ge Vernova (GEV) | 0.0 | $229k | NEW | 373.00 | 614.63 |
|
| Wright Express (WEX) | 0.0 | $223k | -12% | 1.4k | 157.53 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $223k | -5% | 1.6k | 140.02 |
|
| Tesla Motors (TSLA) | 0.0 | $222k | NEW | 499.00 | 444.72 |
|
| Compania De Minas Buenaventu Sponsored Adr (BVN) | 0.0 | $218k | NEW | 9.0k | 24.33 |
|
| Tortoise Capital Series Trus Essential Energy (TPZ) | 0.0 | $217k | 10k | 21.01 |
|
|
| Copt Defense Properties Shs Ben Int (CDP) | 0.0 | $216k | -2% | 7.4k | 29.06 |
|
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.0 | $216k | NEW | 19k | 11.24 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $215k | NEW | 764.00 | 281.76 |
|
| Pembina Pipeline Corp (PBA) | 0.0 | $212k | -4% | 5.2k | 40.46 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $211k | -16% | 1.1k | 193.35 |
|
| Cme (CME) | 0.0 | $211k | NEW | 780.00 | 270.03 |
|
| Franklin Templeton Etf Tr Ftse Canada (FLCA) | 0.0 | $211k | NEW | 4.6k | 45.40 |
|
| Eaton Vance New York Municipal Bond Fund (ENX) | 0.0 | $210k | NEW | 21k | 9.86 |
|
| Shift4 Pmts Cl A (FOUR) | 0.0 | $207k | 2.7k | 77.40 |
|
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.0 | $207k | NEW | 1.2k | 173.91 |
|
| Amcor Ord (AMCR) | 0.0 | $206k | 25k | 8.18 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $205k | NEW | 8.4k | 24.40 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $205k | NEW | 2.3k | 87.23 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $204k | 588.00 | 346.26 |
|
|
| Kenvue (KVUE) | 0.0 | $181k | -29% | 11k | 16.23 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $178k | 10k | 17.06 |
|
|
| Avantor (AVTR) | 0.0 | $175k | -3% | 14k | 12.48 |
|
| Telus Ord (TU) | 0.0 | $175k | -3% | 11k | 15.77 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $171k | NEW | 19k | 8.99 |
|
| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.0 | $169k | NEW | 13k | 13.05 |
|
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 0.0 | $153k | NEW | 15k | 9.96 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $143k | -15% | 18k | 7.99 |
|
| Rlj Lodging Trust (RLJ) | 0.0 | $75k | 10k | 7.20 |
|
|
| Seritage Growth Pptys Cl A (SRG) | 0.0 | $72k | NEW | 17k | 4.25 |
|
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $40k | -64% | 10k | 3.87 |
|
| Braemar Hotels And Resorts (BHR) | 0.0 | $30k | 11k | 2.73 |
|
|
| Lineage Cell Therapeutics In (LCTX) | 0.0 | $17k | NEW | 10k | 1.69 |
|
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 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