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CIK: 0001965710
Total reported value
$524.9M
$524.9M
337 檔
15.5%
As reported in its official Q3 2024 Form 13F filing, Beverly Hills Private Wealth, LLC's tracked investment portfolio stood at $524.9M with 337 total positions.
During Q3 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 337 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.42% | +0.14% | -1.38% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | -0.15% | -0.42% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.57% | +0.65% | -4.86% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.43% | +0.02% | +7.33% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.14% | +0.66% | +24.23% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.09% | +0.28% | +35.53% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.96% | +0.92% | +2.90% | |
| 8 | PM | Philip Morris International | Stock-Consumer Staples | 1.64% | -0.55% | +0.19% | |
| 9 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.63% | -0.01% | -1.87% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.46% | +0.20% | +39.52% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.40% | +0.68% | +111.06% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.32% | -0.14% | +19.37% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.26% | -0.13% | +757.15% | |
| 14 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.14% | +0.18% | +4.51% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.09% | +0.39% | +0.27% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | +0.39% | +36.82% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.04% | +0.38% | +9.80% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.03% | +0.13% | -4.22% | |
| 19 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.99% | +0.09% | -13.47% | |
| 20 | ELV | Elevance Health Inc | Stock-Healthcare | 0.98% | +0.55% | +25.46% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.96% | +0.52% | +11.65% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.93% | -0.30% | -15.40% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.92% | +0.19% | +23.70% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.25% | -6.72% | |
| 25 | TXN | Texas Instruments Inc | Stock-Tech | 0.82% | -0.18% | -15.73% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.18% | -6.37% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.80% | -0.49% | -15.99% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | +0.55% | +70.53% | |
| 29 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.76% | +0.10% | +14.64% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.72% | +0.27% | +21.53% | |
| 31 | KR | Kroger Co | Stock-Consumer Staples | 0.71% | -0.03% | +54.19% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | -0.14% | -18.95% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.72% | EXIT | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.22% | -4.26% | |
| 35 | PGR | Progressive CORP | Stock-Financials | 0.64% | -0.16% | -14.89% | |
| 36 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.60% | +0.24% | +28.75% | |
| 37 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.60% | +0.02% | +63.80% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | -0.15% | -9.45% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.22% | -12.54% | |
| 40 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.57% | -0.23% | -17.40% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | -0.05% | -16.56% | |
| 42 | SF | Stifel Financial CORP | Stock-Financials | 0.57% | -0.02% | +51.76% | |
| 43 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.57% | -0.28% | -19.86% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.56% | +0.07% | — | |
| 45 | LIN | Linde plc | Stock-Materials | 0.56% | -0.13% | -15.91% | |
| 46 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 0.56% | +0.45% | — | |
| 47 | ET | Energy Transfer LP | Stock-Energy | 0.54% | +0.07% | +0.46% | |
| 48 | NWS | News CORP - Class B | Stock-Comm Services | 0.54% | -0.03% | +48.80% | |
| 49 | SU | Suncor Energy Inc | Stock-Energy | 0.53% | -0.08% | +57.25% | |
| 50 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.53% | +0.27% | — |
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 337 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 15.5% of total reported equity market value during Q3 2024.
During Q3 2024, Beverly Hills Private Wealth, LLC's top holdings by market value included AAPL (5.4%)、MSFT (3.9%)、NVDA (2.6%). The largest single position, AAPL, represented 5.4% of total portfolio value.
In Q3 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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