Beverly Hills Private Wealth, LLC Top Holdings and 13F Report (2025)

About Beverly Hills Private Wealth, LLC

Investment Activity

Beverly Hills Private Wealth, LLC has $505.63 million in total holdings as of March 31, 2025.
Beverly Hills Private Wealth, LLC owns shares of 336 different stocks, but just 109 companies or ETFs make up 80% of its holdings.
Approximately 6.44% of the portfolio was purchased this quarter.
About 3.83% of the portfolio was sold this quarter.
This quarter, Beverly Hills Private Wealth, LLC has purchased 333 new stocks and bought additional shares in 169 stocks.
Beverly Hills Private Wealth, LLC sold shares of 133 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Apple: $25,224,933
Microsoft: $17,287,604
Berkshire Hathaway: $14,378,595
JPMorgan Chase & Co.: $13,265,723
Amazon.com: $11,257,874

Largest New Holdings this Quarter

014752109 - Alexander's: $1,387,108 Holding
219350105 - Corning: $1,344,198 Holding
552953101 - MGM Resorts International: $1,311,125 Holding
387437205 - GRANITE REAL ESTATE INVT TR: $591,002 Holding
03990B101 - Ares Management: $500,820 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Treasury Index ETF: 42,145 shares (about $2.50M)
WEX: 12,653 shares (about $1.99M)
Alexander's: 6,632 shares (about $1.39M)
Corning: 29,362 shares (about $1.34M)
MGM Resorts International: 44,235 shares (about $1.31M)

Largest Sales this Quarter

Merck & Co., Inc.: 19,524 shares (about $1.75M)
Janus Henderson AAA CLO ETF: 19,464 shares (about $987.02K)
FTAI Aviation: 7,635 shares (about $847.69K)
NVIDIA: 7,301 shares (about $791.28K)
Morgan Stanley: 6,030 shares (about $703.55K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$25,224,933	$397,170 ▼	-1.6%	113,559	5.0%	Computer and Technology
MSFT Microsoft	$17,287,604	$189,578 ▲	1.1%	46,051	3.4%	Computer and Technology
BRK.B Berkshire Hathaway	$14,378,595	$308,896 ▼	-2.1%	26,998	2.8%	Finance
JPM JPMorgan Chase & Co.	$13,265,723	$57,645 ▼	-0.4%	54,080	2.6%	Finance
AMZN Amazon.com	$11,257,874	$321,159 ▲	2.9%	59,171	2.2%	Retail/Wholesale
VGIT Vanguard Intermediate-Term Treasury Index ETF	$10,918,124	$2,503,410 ▲	29.8%	183,807	2.2%	ETF
PM Philip Morris International	$10,778,799	$188,411 ▲	1.8%	67,907	2.1%	Consumer Staples
VGSH Vanguard Short-Term Treasury Index ETF	$10,555,497	$1,305,264 ▲	14.1%	179,852	2.1%	ETF
NVDA NVIDIA	$10,356,001	$791,280 ▼	-7.1%	95,553	2.0%	Computer and Technology
META Meta Platforms	$7,665,853	$202,886 ▲	2.7%	13,300	1.5%	Computer and Technology
SCHW Charles Schwab	$7,580,909	$902,808 ▲	13.5%	96,843	1.5%	Finance
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$6,578,505	$672,707 ▼	-9.3%	65,667	1.3%	ETF
VZ Verizon Communications	$6,107,778	$1,167,069 ▲	23.6%	134,651	1.2%	Computer and Technology
ELV Elevance Health	$5,894,580	$763,355 ▲	14.9%	13,552	1.2%	Medical
UNH UnitedHealth Group	$5,580,817	$286,505 ▲	5.4%	10,655	1.1%	Medical
CMCSA Comcast	$5,433,503	$297,931 ▲	5.8%	147,249	1.1%	Consumer Discretionary
V Visa	$5,333,390	$137,733 ▲	2.7%	15,218	1.1%	Business Services
JAAA Janus Henderson AAA CLO ETF	$5,052,230	$987,018 ▼	-16.3%	99,630	1.0%	ETF
GOOG Alphabet	$5,041,578	$177,947 ▼	-3.4%	32,270	1.0%	Computer and Technology
PEP PepsiCo	$5,010,710	$763,647 ▲	18.0%	33,418	1.0%	Consumer Staples
KR Kroger	$4,918,365	$309,073 ▲	6.7%	72,660	1.0%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$4,893,293	$112,049 ▲	2.3%	29,478	1.0%	Computer and Technology
AVGO Broadcom	$4,793,519	$278,269 ▼	-5.5%	28,630	0.9%	Computer and Technology
VMBS Vanguard Mortgage-Backed Securities ETF	$4,383,116	$274,804 ▼	-5.9%	94,647	0.9%	ETF
CVX Chevron	$4,351,721	$14,220 ▲	0.3%	26,013	0.9%	Energy
GNMA iShares GNMA Bond ETF	$4,332,706	$1,255,934 ▲	40.8%	98,695	0.9%	ETF
ACI Albertsons Companies	$4,329,399	$443,473 ▲	11.4%	196,880	0.9%	Consumer Staples
JNJ Johnson & Johnson	$4,232,030	$34,826 ▲	0.8%	25,519	0.8%	Medical
BLACKROCK INC	$3,869,278	$5,679 ▲	0.1%	4,088	0.8%	COM
IVV iShares Core S&P 500 ETF	$3,854,786	$366,373 ▼	-8.7%	6,860	0.8%	ETF
LOW Lowe's Companies	$3,777,659	$132,009 ▼	-3.4%	16,197	0.7%	Retail/Wholesale
MCD McDonald's	$3,764,423	$19,992 ▼	-0.5%	12,051	0.7%	Retail/Wholesale
SMURFIT WESTROCK PLC	$3,746,558	$315,150 ▲	9.2%	83,146	0.7%	SHS
BTT Blackrock Municipal 2030 Target Term Trust	$3,676,638	$550,452 ▲	17.6%	173,181	0.7%	Financial Services
CBL CBL & Associates Properties	$3,437,973	$286,028 ▲	9.1%	129,344	0.7%	Finance
DTF DTF Tax-Free Income 2028 Term Fund	$3,431,250	$640,551 ▲	23.0%	306,088	0.7%	Finance
TXN Texas Instruments	$3,335,664	$64,873 ▼	-1.9%	18,562	0.7%	Computer and Technology
XOM Exxon Mobil	$3,305,482	$119,408 ▼	-3.5%	27,793	0.7%	Energy
NWS News	$3,297,037	$235,945 ▲	7.7%	108,562	0.7%	Consumer Discretionary
SF Stifel Financial	$3,269,184	$307,850 ▲	10.4%	34,683	0.6%	Finance
ET Energy Transfer	$3,183,100	$36,622 ▲	1.2%	171,226	0.6%	Energy
CSCO Cisco Systems	$3,166,346	$11,355 ▼	-0.4%	51,310	0.6%	Computer and Technology
EL PASO ENERGY CAP TR I	$3,159,218	$504,655 ▲	19.0%	64,924	0.6%	PFD CV TR SEC 28
PGR Progressive	$3,088,803	$327,446 ▼	-9.6%	10,914	0.6%	Finance
NVO Novo Nordisk A/S	$3,000,024	$489,414 ▲	19.5%	43,203	0.6%	Medical
ABBV AbbVie	$2,873,775	$212,872 ▼	-6.9%	13,716	0.6%	Medical
WMT Walmart	$2,849,128	$168,030 ▼	-5.6%	32,454	0.6%	Retail/Wholesale
EDV Vanguard Extended Duration Treasury ETF	$2,789,286	$1,068,000 ▲	62.0%	39,225	0.6%	ETF
SU Suncor Energy	$2,649,204	$241,340 ▼	-8.3%	68,420	0.5%	Energy
APD Air Products and Chemicals	$2,612,433	$95,850 ▼	-3.5%	8,858	0.5%	Basic Materials
SBUX Starbucks	$2,605,180	$1,569 ▼	-0.1%	26,559	0.5%	Retail/Wholesale
GDX VanEck Gold Miners ETF	$2,551,255	$127,108 ▲	5.2%	55,498	0.5%	ETF
KYN Kayne Anderson Energy Infrastructure Fund	$2,505,829	$249,993 ▼	-9.1%	195,310	0.5%	Financial Services
LINDE PLC	$2,468,415	$174,153 ▼	-6.6%	5,301	0.5%	SHS
AIV Apartment Investment and Management	$2,425,224	$177,258 ▲	7.9%	275,594	0.5%	Finance
GOOGL Alphabet	$2,419,052	$599,080 ▲	32.9%	15,643	0.5%	Computer and Technology
BRK.A Berkshire Hathaway	$2,395,325		0.0%	3	0.5%	Finance
AER AerCap	$2,370,698	$466,211 ▲	24.5%	23,203	0.5%	Transportation
NOC Northrop Grumman	$2,366,078	$59,907 ▼	-2.5%	4,621	0.5%	Aerospace
PAYX Paychex	$2,365,112	$20,211 ▼	-0.8%	15,330	0.5%	Business Services
CVE Cenovus Energy	$2,353,193	$351,756 ▲	17.6%	169,173	0.5%	Energy
BABA Alibaba Group	$2,309,861	$651,743 ▼	-22.0%	17,469	0.5%	Retail/Wholesale
MA Mastercard	$2,295,959	$21,924 ▼	-0.9%	4,189	0.5%	Business Services
WEX WEX	$2,260,304	$1,986,775 ▲	726.3%	14,395	0.4%	Business Services
GLOBAL X FDS	$2,225,213	$285,747 ▼	-11.4%	22,155	0.4%	1-3 MONTH T-BILL
MSI Motorola Solutions	$2,210,953	$99,383 ▼	-4.3%	5,050	0.4%	Computer and Technology
BDX Becton, Dickinson and Company	$2,171,935	$208,902 ▲	10.6%	9,482	0.4%	Medical
NSC Norfolk Southern	$2,136,861	$40,265 ▼	-1.8%	9,022	0.4%	Transportation
AXP American Express	$2,018,625	$4,843 ▼	-0.2%	7,503	0.4%	Finance
PHG Koninklijke Philips	$2,010,711	$168,275 ▲	9.1%	79,162	0.4%	Medical
FAST Fastenal	$1,999,559	$109,811 ▼	-5.2%	25,784	0.4%	Retail/Wholesale
DEO Diageo	$1,983,839	$181,597 ▲	10.1%	18,932	0.4%	Consumer Staples
MO Altria Group	$1,948,320	$25,629 ▼	-1.3%	32,461	0.4%	Consumer Staples
ABT Abbott Laboratories	$1,947,201	$85,163 ▼	-4.2%	14,679	0.4%	Medical
MCK McKesson	$1,914,666	$130,561 ▲	7.3%	2,845	0.4%	Medical
FIS Fidelity National Information Services	$1,912,739	$18,222 ▼	-0.9%	25,612	0.4%	Business Services
PYPL PayPal	$1,860,148	$187,529 ▲	11.2%	28,508	0.4%	Computer and Technology
WEC WEC Energy Group	$1,857,399	$30,951 ▼	-1.6%	17,043	0.4%	Utilities
NEE NextEra Energy	$1,805,544	$45,227 ▼	-2.4%	25,470	0.4%	Utilities
MMC Marsh & McLennan Companies	$1,743,838	$63,448 ▼	-3.5%	7,146	0.3%	Finance
OPY Oppenheimer	$1,731,079	$104,890 ▲	6.5%	29,030	0.3%	Finance
ACN Accenture	$1,715,283	$61,784 ▼	-3.5%	5,497	0.3%	Computer and Technology
PCAR PACCAR	$1,704,102	$113,730 ▲	7.2%	17,501	0.3%	Auto/Tires/Trucks
TJX TJX Companies	$1,652,435	$68,329 ▼	-4.0%	13,567	0.3%	Retail/Wholesale
HPQ HP	$1,609,139	$342,911 ▲	27.1%	58,113	0.3%	Computer and Technology
D Dominion Energy	$1,598,598	$56,854 ▲	3.7%	28,511	0.3%	Utilities
RING iShares MSCI Global Gold Miners ETF	$1,570,009	$262,921 ▼	-14.3%	40,928	0.3%	ETF
ETN Eaton	$1,567,688	$103,842 ▼	-6.2%	5,767	0.3%	Industrials
BK Bank of New York Mellon	$1,555,218	$26,503 ▲	1.7%	18,543	0.3%	Finance
TE CONNECTIVITY PLC	$1,510,765	$58,367 ▼	-3.7%	10,690	0.3%	ORD SHS
PLD Prologis	$1,485,347	$35,773 ▼	-2.4%	13,287	0.3%	Finance
PKG Packaging Co. of America	$1,484,119	$422,365 ▼	-22.2%	7,495	0.3%	Industrials
CINF Cincinnati Financial	$1,468,248	$22,898 ▼	-1.5%	9,939	0.3%	Finance
NBXG Neuberger Berman Next Generation Connectivity Fund	$1,439,777	$98,625 ▲	7.4%	117,533	0.3%
ALX Alexander's	$1,387,108	$1,387,108 ▲	New Holding	6,632	0.3%	Finance
TT Trane Technologies	$1,353,104	$2,022 ▼	-0.1%	4,016	0.3%	Construction
GLW Corning	$1,344,198	$1,344,198 ▲	New Holding	29,362	0.3%	Computer and Technology
MS Morgan Stanley	$1,323,563	$703,551 ▼	-34.7%	11,344	0.3%	Finance
UBS UBS Group	$1,311,883	$82,915 ▲	6.7%	42,830	0.3%	Finance
MGM MGM Resorts International	$1,311,125	$1,311,125 ▲	New Holding	44,235	0.3%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Beverly Hills Private Wealth, LLC Top Holdings and 13F Report (2025)

About Beverly Hills Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Beverly Hills Private Wealth, LLC Top Holdings and 13F Report (2025)

About Beverly Hills Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBeverly Hills Private Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools