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Series Portfolios Tr shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $725k 28k 25.57

More positions owned by Beverly Hills Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Charles Schwab Corporation (SCHW)
Meta Platforms Cl A (META)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Verizon Communications (VZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Philip Morris International (PM)
Cbl & Assoc Pptys Common Stock (CBL)
Visa Com Cl A (V)

View all positions for Beverly Hills Private Wealth

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
LPL Financial
Carmel Capital Partners
Copia Wealth Management
Fortis Group Advisors
Spectrum Asset Management
SRS Capital Advisors
WMG Financial Advisors
Inspire Advisors
Black Swift Group
Farther Finance Advisors
WESPAC Advisors
Janney Montgomery Scott
Valeo Financial Advisors
J.w. Cole Advisors

View all funds holding Series Portfolios Tr