Beverly Hills Private Wealth, LLC Top Holdings and 13F Report (2025) About Beverly Hills Private Wealth, LLCInvestment ActivityBeverly Hills Private Wealth, LLC has $533.46 million in total holdings as of June 30, 2025.Beverly Hills Private Wealth, LLC owns shares of 337 different stocks, but just 108 companies or ETFs make up 80% of its holdings.Approximately 5.14% of the portfolio was purchased this quarter.About 5.18% of the portfolio was sold this quarter.This quarter, Beverly Hills Private Wealth, LLC has purchased 336 new stocks and bought additional shares in 83 stocks.Beverly Hills Private Wealth, LLC sold shares of 220 stocks and completely divested from 10 stocks this quarter.Largest Holdings Microsoft $22,867,713Apple $21,873,960JPMorgan Chase & Co. $15,579,138NVIDIA $14,384,138Amazon.com $13,037,251 Largest New Holdings this Quarter 49446R687 - KIMCO RLTY CORP $537,474 Holding46641Q654 - JPMorgan Ultra-Short Municipal ETF $494,332 Holding46436E577 - iShares 25+ Year Treasury STRIPS Bond ETF $468,730 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $361,723 Holding595017104 - Microchip Technology $279,750 Holding Largest Purchases this Quarter MGM Resorts International 80,371 shares (about $2.76M)Alexander's 11,322 shares (about $2.55M)CBL & Associates Properties 62,233 shares (about $1.58M)Janus Henderson AAA CLO ETF 29,429 shares (about $1.49M)Meta Platforms 1,717 shares (about $1.27M) Largest Sales this Quarter WEX 12,779 shares (about $1.88M)Apple 6,946 shares (about $1.43M)Philip Morris International 7,610 shares (about $1.39M)Vanguard Intermediate-Term Treasury ETF 22,049 shares (about $1.32M)Berkshire Hathaway 2,284 shares (about $1.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeverly Hills Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$22,867,713$39,297 ▼-0.2%45,9724.3%Computer and TechnologyAAPLApple$21,873,960$1,425,122 ▼-6.1%106,6134.1%Computer and TechnologyJPMJPMorgan Chase & Co.$15,579,138$99,441 ▼-0.6%53,7372.9%FinanceNVDANVIDIA$14,384,138$712,216 ▼-4.7%91,0452.7%Computer and TechnologyAMZNAmazon.com$13,037,251$55,725 ▲0.4%59,4252.4%Retail/WholesaleBRK.BBerkshire Hathaway$12,005,320$1,109,499 ▼-8.5%24,7142.3%FinanceMETAMeta Platforms$11,084,179$1,267,333 ▲12.9%15,0172.1%Computer and TechnologyPMPhilip Morris International$10,981,814$1,385,999 ▼-11.2%60,2972.1%Consumer StaplesVGSHVanguard Short-Term Treasury ETF$10,364,895$206,788 ▼-2.0%176,3341.9%ETFVGITVanguard Intermediate-Term Treasury ETF$9,674,734$1,318,749 ▼-12.0%161,7581.8%ETFSCHWCharles Schwab$9,616,976$781,015 ▲8.8%105,4031.8%FinanceAVGOBroadcom$7,559,073$332,994 ▼-4.2%27,4221.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$6,654,525$21,970 ▼-0.3%29,3811.2%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$6,549,735$1,493,520 ▲29.5%129,0591.2%ETFVZVerizon Communications$6,396,186$569,824 ▲9.8%147,8201.2%Computer and TechnologyGBILGoldman Sachs Access Treasury 0-1 Year ETF$6,166,979$409,616 ▼-6.2%61,5771.2%ETFELVElevance Health$5,657,753$386,622 ▲7.3%14,5461.1%MedicalGOOGAlphabet$5,094,964$629,376 ▼-11.0%28,7221.0%Computer and TechnologyVVisa$5,071,624$331,623 ▼-6.1%14,2841.0%Business ServicesCBLCBL & Associates Properties$4,864,149$1,580,099 ▲48.1%191,5770.9%FinanceGNMAiShares GNMA Bond ETF$4,853,086$515,445 ▲11.9%110,4230.9%ETFPEPPepsiCo$4,685,126$272,535 ▲6.2%35,4820.9%Consumer StaplesCMCSAComcast$4,501,204$754,133 ▼-14.3%126,1190.8%Consumer DiscretionaryACIAlbertsons Companies$4,486,693$251,797 ▲5.9%208,5860.8%Consumer StaplesVMBSVanguard Mortgage-Backed Securities ETF$4,374,124$11,817 ▼-0.3%94,3920.8%ETFBLACKROCK INC$4,302,142$12,592 ▲0.3%4,1000.8%COMMGMMGM Resorts International$4,285,201$2,763,959 ▲181.7%124,6060.8%Consumer DiscretionaryKRKroger$4,187,177$1,024,737 ▼-19.7%58,3740.8%Retail/WholesaleALXAlexander's$4,045,351$2,551,045 ▲170.7%17,9540.8%FinanceNWSNews$3,871,756$146,984 ▲3.9%112,8460.7%Consumer DiscretionarySMURFIT WESTROCK PLC$3,847,982$260,237 ▲7.3%89,1770.7%SHSJNJJohnson & Johnson$3,816,078$81,872 ▼-2.1%24,9830.7%MedicalIVViShares Core S&P 500 ETF$3,801,318$458,244 ▼-10.8%6,1220.7%ETFSFStifel Financial$3,796,441$197,076 ▲5.5%36,5820.7%FinanceTXNTexas Instruments$3,745,584$108,381 ▼-2.8%18,0400.7%Computer and TechnologyCVXChevron$3,649,668$75,176 ▼-2.0%25,4880.7%EnergyBTTBlackrock Municipal 2030 Target Term Trust$3,609,207$181,731 ▼-4.8%164,8790.7%Financial ServicesEL PASO ENERGY CAP TR I$3,539,814$370,860 ▲11.7%72,5220.7%PFD CV TR SEC 28GOOGLAlphabet$3,513,062$756,361 ▲27.4%19,9350.7%Computer and TechnologyDTFDTF Tax-Free Income 2028 Term Fund$3,502,954$77,827 ▲2.3%313,0430.7%FinanceMCDMcDonald's$3,501,231$19,575 ▼-0.6%11,9840.7%Retail/WholesaleLOWLowe's Companies$3,454,462$139,341 ▼-3.9%15,5690.6%Retail/WholesaleCSCOCisco Systems$3,407,595$152,289 ▼-4.3%49,1150.6%Computer and TechnologyUNHUnitedHealth Group$3,163,861$160,361 ▼-4.8%10,1410.6%MedicalAERAercap$3,160,459$445,661 ▲16.4%27,0120.6%TransportationEDVVanguard Extended Duration Treasury ETF$3,151,790$511,951 ▲19.4%46,8320.6%ETFETEnergy Transfer$3,130,973$26,651 ▲0.9%172,6960.6%EnergyNVONovo Nordisk A/S$3,097,735$115,884 ▲3.9%44,8820.6%MedicalXOMExxon Mobil$2,970,852$25,225 ▼-0.8%27,5590.6%EnergyGDXVanEck Gold Miners ETF$2,866,553$22,698 ▼-0.8%55,0620.5%ETFWMTWalmart$2,834,568$338,811 ▼-10.7%28,9890.5%Retail/WholesalePGRProgressive$2,824,752$87,798 ▼-3.0%10,5850.5%FinanceSUSuncor Energy$2,724,544$162,232 ▲6.3%72,7520.5%EnergyNSCNorfolk Southern$2,680,609$371,169 ▲16.1%10,4720.5%TransportationAIVApartment Investment and Management$2,594,954$211,068 ▲8.9%299,9950.5%FinanceABBVAbbVie$2,557,942$12,065 ▲0.5%13,7810.5%MedicalKYNKayne Anderson Energy Infrastructure Fund$2,486,185$1,844 ▲0.1%195,4550.5%Financial ServicesAXPAmerican Express$2,472,716$79,425 ▲3.3%7,7520.5%FinanceAPDAir Products and Chemicals$2,364,680$133,988 ▼-5.4%8,3830.4%Basic MaterialsLINDE PLC$2,360,106$127,155 ▼-5.1%5,0300.4%SHSMAMastercard$2,331,392$22,477 ▼-1.0%4,1490.4%Business ServicesSBUXStarbucks$2,315,700$117,929 ▼-4.8%25,2720.4%Retail/WholesaleCVECenovus Energy$2,206,391$94,357 ▼-4.1%162,2350.4%EnergyHPQHP$2,199,606$778,167 ▲54.7%89,9270.4%Computer and TechnologyNOCNorthrop Grumman$2,188,577$122,004 ▼-5.3%4,3770.4%AerospaceBRK.ABerkshire Hathaway$2,186,4000.0%30.4%FinanceBKBank of New York Mellon$2,127,345$437,878 ▲25.9%23,3490.4%FinancePAYXPaychex$2,120,200$109,676 ▼-4.9%14,5760.4%Computer and TechnologyBABAAlibaba Group$2,084,193$103,087 ▲5.2%18,3780.4%Retail/WholesaleFASTFastenal$2,069,898$986,964 ▲91.1%49,2830.4%Retail/WholesalePYPLPayPal$2,053,536$65,179 ▼-3.1%27,6310.4%Business ServicesMSIMotorola Solutions$2,018,273$105,118 ▼-5.0%4,8000.4%Computer and TechnologyPHGKoninklijke Philips$2,007,986$109,684 ▲5.8%83,7360.4%MedicalFISFidelity National Information Services$1,986,280$98,834 ▼-4.7%24,3980.4%Business ServicesETNEaton$1,976,860$82,116 ▼-4.0%5,5370.4%IndustrialsABTAbbott Laboratories$1,914,917$81,607 ▼-4.1%14,0790.4%MedicalDEODiageo$1,883,286$25,815 ▼-1.4%18,6760.4%Consumer StaplesPCARPACCAR$1,862,545$198,869 ▲12.0%19,5930.3%Auto/Tires/TrucksWECWEC Energy Group$1,832,632$56,687 ▲3.2%17,5870.3%UtilitiesMOAltria Group$1,824,945$78,272 ▼-4.1%31,1260.3%Consumer StaplesDDominion Energy$1,823,647$212,229 ▲13.2%32,2660.3%UtilitiesBDXBecton, Dickinson and Company$1,789,971$156,743 ▲9.6%10,3920.3%MedicalGLOBAL X FDS$1,730,248$494,572 ▼-22.2%17,2300.3%1-3 MONTH T-BILLTE CONNECTIVITY PLC$1,727,141$75,900 ▼-4.2%10,2400.3%ORD SHSNBXGNeuberger Berman Next Generation Connectivity Fund$1,714,081$1,898 ▼-0.1%117,4030.3%GLWCorning$1,690,148$145,991 ▲9.5%32,1380.3%Computer and TechnologyNEENextEra Energy$1,688,745$79,418 ▼-4.5%24,3260.3%UtilitiesRINGiShares MSCI Global Gold Miners ETF$1,676,680$115,141 ▼-6.4%38,2980.3%ETFTTTrane Technologies$1,659,613$97,110 ▼-5.5%3,7940.3%ConstructionTJXTJX Companies$1,601,690$73,725 ▼-4.4%12,9700.3%Retail/WholesaleMSMorgan Stanley$1,593,619$4,367 ▼-0.3%11,3130.3%FinanceERJEmbraer-Empresa Brasileira de Aeronautica$1,547,895$4,382 ▼-0.3%27,1990.3%AerospaceACNAccenture$1,530,379$112,686 ▼-6.9%5,1200.3%Computer and TechnologyMMCMarsh & McLennan Companies$1,518,499$43,948 ▼-2.8%6,9450.3%FinanceSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,508,132$373,898 ▲33.0%60,2530.3%ETFAPHAmphenol$1,445,885$52,143 ▼-3.5%14,6410.3%Computer and TechnologyGSKGSK$1,442,394$171,419 ▲13.5%37,5620.3%MedicalKLACKLA$1,432,473$43,897 ▼-3.0%1,5990.3%Computer and TechnologyCBChubb$1,422,236$1,071,385 ▲305.4%4,9090.3%FinanceCINFCincinnati Financial$1,421,723$58,531 ▼-4.0%9,5460.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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