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CIK: 0001965710
Total reported value
$524.9M
$524.9M
346 檔
14.8%
At the close of Q2 2024, Beverly Hills Private Wealth, LLC disclosed equity holdings valued at approximately $524.9M, spread across 346 reported holdings.
During Q2 2024, Beverly Hills Private Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 346 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.34% | +0.14% | -0.82% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.41% | -0.15% | -1.21% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.96% | +0.65% | +851.63% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.15% | +0.02% | +8.12% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.97% | +0.92% | -2.48% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | +0.66% | +12.41% | |
| 7 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.79% | -0.01% | +17.25% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.63% | +0.28% | +48.23% | |
| 9 | PM | Philip Morris International | Stock-Consumer Staples | 1.47% | -0.55% | +22.02% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.47% | -0.13% | -8.38% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.19% | -0.14% | -7.27% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.19% | +0.09% | +10.01% | |
| 13 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.16% | +0.38% | +4.81% | |
| 14 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.10% | +0.18% | +12.50% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.49% | -2.03% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.06% | +0.13% | +26.29% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.02% | +0.39% | +6.43% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.99% | -0.14% | -6.46% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | +0.20% | +21.91% | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 0.99% | -0.18% | -18.38% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.97% | -0.30% | -3.14% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.39% | +26.78% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.92% | +0.52% | +32.53% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.25% | -1.12% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.18% | -4.83% | |
| 26 | ELV | Elevance Health Inc | Stock-Healthcare | 0.88% | +0.55% | +22.08% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.72% | EXIT | |
| 28 | BLKCHF | Blackrock Inc | Stock-Other | 0.85% | — | +5.46% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.78% | +0.19% | +20.98% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.76% | +0.27% | +19.85% | |
| 31 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.69% | +0.68% | +451.22% | |
| 32 | PGR | Progressive CORP | Stock-Financials | 0.66% | -0.16% | +0.01% | |
| 33 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.66% | -0.28% | +2.88% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | -0.05% | -3.95% | |
| 35 | LIN | Linde plc | Stock-Materials | 0.66% | -0.13% | -9.58% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.22% | -4.27% | |
| 37 | MSI | Motorola Solutions Inc | Stock-Tech | 0.62% | -0.14% | -5.59% | |
| 38 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.61% | +0.10% | +19.98% | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.59% | -0.23% | -3.62% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | -0.15% | -5.82% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.22% | -5.53% | |
| 42 | ET | Energy Transfer LP | Stock-Energy | 0.59% | +0.07% | +0.29% | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.56% | -0.37% | -3.20% | |
| 44 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.56% | +0.05% | -16.15% | |
| 45 | FIS | Fidelity National Info Serv | Stock-Tech | 0.54% | — | -2.40% | |
| 46 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.54% | -0.24% | -0.17% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | +0.07% | — | |
| 48 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.52% | +0.04% | -8.05% | |
| 49 | ✓ | Virtus Convertible & Inc 202 | Stock-Other | 0.51% | — | +224.15% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.51% | -0.11% | -15.72% |
According to official SEC Form 13F filings, Beverly Hills Private Wealth, LLC reported a total U.S. public equity portfolio value of $524.9M across 346 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 14.8% of total reported equity market value during Q2 2024.
During Q2 2024, Beverly Hills Private Wealth, LLC's top holdings by market value included AAPL (5.3%)、MSFT (4.4%)、NVDA (3.0%). The largest single position, AAPL, represented 5.3% of total portfolio value.
In Q2 2024, Beverly Hills Private Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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