Beverly Hills Private Wealth, LLC Top Holdings and 13F Report (2025) About Beverly Hills Private Wealth, LLCInvestment ActivityBeverly 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 $25,224,933Microsoft $17,287,604Berkshire Hathaway $14,378,595JPMorgan Chase & Co. $13,265,723Amazon.com $11,257,874 Largest New Holdings this Quarter 014752109 - Alexander's $1,387,108 Holding219350105 - Corning $1,344,198 Holding552953101 - MGM Resorts International $1,311,125 Holding387437205 - GRANITE REAL ESTATE INVT TR $591,002 Holding03990B101 - 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 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 PortfolioSectorAAPLApple$25,224,933$397,170 ▼-1.6%113,5595.0%Computer and TechnologyMSFTMicrosoft$17,287,604$189,578 ▲1.1%46,0513.4%Computer and TechnologyBRK.BBerkshire Hathaway$14,378,595$308,896 ▼-2.1%26,9982.8%FinanceJPMJPMorgan Chase & Co.$13,265,723$57,645 ▼-0.4%54,0802.6%FinanceAMZNAmazon.com$11,257,874$321,159 ▲2.9%59,1712.2%Retail/WholesaleVGITVanguard Intermediate-Term Treasury Index ETF$10,918,124$2,503,410 ▲29.8%183,8072.2%ETFPMPhilip Morris International$10,778,799$188,411 ▲1.8%67,9072.1%Consumer StaplesVGSHVanguard Short-Term Treasury Index ETF$10,555,497$1,305,264 ▲14.1%179,8522.1%ETFNVDANVIDIA$10,356,001$791,280 ▼-7.1%95,5532.0%Computer and TechnologyMETAMeta Platforms$7,665,853$202,886 ▲2.7%13,3001.5%Computer and TechnologySCHWCharles Schwab$7,580,909$902,808 ▲13.5%96,8431.5%FinanceGBILGoldman Sachs Access Treasury 0-1 Year ETF$6,578,505$672,707 ▼-9.3%65,6671.3%ETFVZVerizon Communications$6,107,778$1,167,069 ▲23.6%134,6511.2%Computer and TechnologyELVElevance Health$5,894,580$763,355 ▲14.9%13,5521.2%MedicalUNHUnitedHealth Group$5,580,817$286,505 ▲5.4%10,6551.1%MedicalCMCSAComcast$5,433,503$297,931 ▲5.8%147,2491.1%Consumer DiscretionaryVVisa$5,333,390$137,733 ▲2.7%15,2181.1%Business ServicesJAAAJanus Henderson AAA CLO ETF$5,052,230$987,018 ▼-16.3%99,6301.0%ETFGOOGAlphabet$5,041,578$177,947 ▼-3.4%32,2701.0%Computer and TechnologyPEPPepsiCo$5,010,710$763,647 ▲18.0%33,4181.0%Consumer StaplesKRKroger$4,918,365$309,073 ▲6.7%72,6601.0%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$4,893,293$112,049 ▲2.3%29,4781.0%Computer and TechnologyAVGOBroadcom$4,793,519$278,269 ▼-5.5%28,6300.9%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$4,383,116$274,804 ▼-5.9%94,6470.9%ETFCVXChevron$4,351,721$14,220 ▲0.3%26,0130.9%EnergyGNMAiShares GNMA Bond ETF$4,332,706$1,255,934 ▲40.8%98,6950.9%ETFACIAlbertsons Companies$4,329,399$443,473 ▲11.4%196,8800.9%Consumer StaplesJNJJohnson & Johnson$4,232,030$34,826 ▲0.8%25,5190.8%MedicalBLACKROCK INC$3,869,278$5,679 ▲0.1%4,0880.8%COMIVViShares Core S&P 500 ETF$3,854,786$366,373 ▼-8.7%6,8600.8%ETFLOWLowe's Companies$3,777,659$132,009 ▼-3.4%16,1970.7%Retail/WholesaleMCDMcDonald's$3,764,423$19,992 ▼-0.5%12,0510.7%Retail/WholesaleSMURFIT WESTROCK PLC$3,746,558$315,150 ▲9.2%83,1460.7%SHSBTTBlackrock Municipal 2030 Target Term Trust$3,676,638$550,452 ▲17.6%173,1810.7%Financial ServicesCBLCBL & Associates Properties$3,437,973$286,028 ▲9.1%129,3440.7%FinanceDTFDTF Tax-Free Income 2028 Term Fund$3,431,250$640,551 ▲23.0%306,0880.7%FinanceTXNTexas Instruments$3,335,664$64,873 ▼-1.9%18,5620.7%Computer and TechnologyXOMExxon Mobil$3,305,482$119,408 ▼-3.5%27,7930.7%EnergyNWSNews$3,297,037$235,945 ▲7.7%108,5620.7%Consumer DiscretionarySFStifel Financial$3,269,184$307,850 ▲10.4%34,6830.6%FinanceETEnergy Transfer$3,183,100$36,622 ▲1.2%171,2260.6%EnergyCSCOCisco Systems$3,166,346$11,355 ▼-0.4%51,3100.6%Computer and TechnologyEL PASO ENERGY CAP TR I$3,159,218$504,655 ▲19.0%64,9240.6%PFD CV TR SEC 28PGRProgressive$3,088,803$327,446 ▼-9.6%10,9140.6%FinanceNVONovo Nordisk A/S$3,000,024$489,414 ▲19.5%43,2030.6%MedicalABBVAbbVie$2,873,775$212,872 ▼-6.9%13,7160.6%MedicalWMTWalmart$2,849,128$168,030 ▼-5.6%32,4540.6%Retail/WholesaleEDVVanguard Extended Duration Treasury ETF$2,789,286$1,068,000 ▲62.0%39,2250.6%ETFSUSuncor Energy$2,649,204$241,340 ▼-8.3%68,4200.5%EnergyAPDAir Products and Chemicals$2,612,433$95,850 ▼-3.5%8,8580.5%Basic MaterialsSBUXStarbucks$2,605,180$1,569 ▼-0.1%26,5590.5%Retail/WholesaleGDXVanEck Gold Miners ETF$2,551,255$127,108 ▲5.2%55,4980.5%ETFKYNKayne Anderson Energy Infrastructure Fund$2,505,829$249,993 ▼-9.1%195,3100.5%Financial ServicesLINDE PLC$2,468,415$174,153 ▼-6.6%5,3010.5%SHSAIVApartment Investment and Management$2,425,224$177,258 ▲7.9%275,5940.5%FinanceGOOGLAlphabet$2,419,052$599,080 ▲32.9%15,6430.5%Computer and TechnologyBRK.ABerkshire Hathaway$2,395,3250.0%30.5%FinanceAERAerCap$2,370,698$466,211 ▲24.5%23,2030.5%TransportationNOCNorthrop Grumman$2,366,078$59,907 ▼-2.5%4,6210.5%AerospacePAYXPaychex$2,365,112$20,211 ▼-0.8%15,3300.5%Business ServicesCVECenovus Energy$2,353,193$351,756 ▲17.6%169,1730.5%EnergyBABAAlibaba Group$2,309,861$651,743 ▼-22.0%17,4690.5%Retail/WholesaleMAMastercard$2,295,959$21,924 ▼-0.9%4,1890.5%Business ServicesWEXWEX$2,260,304$1,986,775 ▲726.3%14,3950.4%Business ServicesGLOBAL X FDS$2,225,213$285,747 ▼-11.4%22,1550.4%1-3 MONTH T-BILLMSIMotorola Solutions$2,210,953$99,383 ▼-4.3%5,0500.4%Computer and TechnologyBDXBecton, Dickinson and Company$2,171,935$208,902 ▲10.6%9,4820.4%MedicalNSCNorfolk Southern$2,136,861$40,265 ▼-1.8%9,0220.4%TransportationAXPAmerican Express$2,018,625$4,843 ▼-0.2%7,5030.4%FinancePHGKoninklijke Philips$2,010,711$168,275 ▲9.1%79,1620.4%MedicalFASTFastenal$1,999,559$109,811 ▼-5.2%25,7840.4%Retail/WholesaleDEODiageo$1,983,839$181,597 ▲10.1%18,9320.4%Consumer StaplesMOAltria Group$1,948,320$25,629 ▼-1.3%32,4610.4%Consumer StaplesABTAbbott Laboratories$1,947,201$85,163 ▼-4.2%14,6790.4%MedicalMCKMcKesson$1,914,666$130,561 ▲7.3%2,8450.4%MedicalFISFidelity National Information Services$1,912,739$18,222 ▼-0.9%25,6120.4%Business ServicesPYPLPayPal$1,860,148$187,529 ▲11.2%28,5080.4%Computer and TechnologyWECWEC Energy Group$1,857,399$30,951 ▼-1.6%17,0430.4%UtilitiesNEENextEra Energy$1,805,544$45,227 ▼-2.4%25,4700.4%UtilitiesMMCMarsh & McLennan Companies$1,743,838$63,448 ▼-3.5%7,1460.3%FinanceOPYOppenheimer$1,731,079$104,890 ▲6.5%29,0300.3%FinanceACNAccenture$1,715,283$61,784 ▼-3.5%5,4970.3%Computer and TechnologyPCARPACCAR$1,704,102$113,730 ▲7.2%17,5010.3%Auto/Tires/TrucksTJXTJX Companies$1,652,435$68,329 ▼-4.0%13,5670.3%Retail/WholesaleHPQHP$1,609,139$342,911 ▲27.1%58,1130.3%Computer and TechnologyDDominion Energy$1,598,598$56,854 ▲3.7%28,5110.3%UtilitiesRINGiShares MSCI Global Gold Miners ETF$1,570,009$262,921 ▼-14.3%40,9280.3%ETFETNEaton$1,567,688$103,842 ▼-6.2%5,7670.3%IndustrialsBKBank of New York Mellon$1,555,218$26,503 ▲1.7%18,5430.3%FinanceTE CONNECTIVITY PLC$1,510,765$58,367 ▼-3.7%10,6900.3%ORD SHSPLDPrologis$1,485,347$35,773 ▼-2.4%13,2870.3%FinancePKGPackaging Co. of America$1,484,119$422,365 ▼-22.2%7,4950.3%IndustrialsCINFCincinnati Financial$1,468,248$22,898 ▼-1.5%9,9390.3%FinanceNBXGNeuberger Berman Next Generation Connectivity Fund$1,439,777$98,625 ▲7.4%117,5330.3%ALXAlexander's$1,387,108$1,387,108 ▲New Holding6,6320.3%FinanceTTTrane Technologies$1,353,104$2,022 ▼-0.1%4,0160.3%ConstructionGLWCorning$1,344,198$1,344,198 ▲New Holding29,3620.3%Computer and TechnologyMSMorgan Stanley$1,323,563$703,551 ▼-34.7%11,3440.3%FinanceUBSUBS Group$1,311,883$82,915 ▲6.7%42,8300.3%FinanceMGMMGM Resorts International$1,311,125$1,311,125 ▲New Holding44,2350.3%Consumer DiscretionaryShowing 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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