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CIK: 0001965710
Total reported value
$524.9M
$524.9M
333 檔
16.7%
The Q4 2024 SEC filing reveals that Beverly Hills Private Wealth, LLC held a total portfolio value of $524.9M, covering 333 public equity positions.
During Q4 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 333 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.83% | +0.14% | +0.29% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.88% | -0.15% | +0.63% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.79% | +0.65% | -1.89% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.63% | +0.92% | +17.85% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.55% | +0.66% | +1.17% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.52% | +0.02% | +5.76% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.85% | +0.28% | -10.23% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.66% | +0.68% | +23.65% | |
| 9 | PM | Philip Morris International | Stock-Consumer Staples | 1.62% | -0.55% | -0.22% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.53% | +0.20% | +2.83% | |
| 11 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.46% | -0.01% | -10.20% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | -0.13% | -16.06% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.29% | +0.39% | +4.95% | |
| 14 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.28% | +0.38% | +7.29% | |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.22% | -0.14% | -7.37% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.15% | +0.52% | +5.56% | |
| 17 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.06% | +0.18% | +3.13% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.03% | +0.39% | +9.39% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | +0.55% | +5.70% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.92% | +0.09% | -3.31% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.18% | +8.02% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.88% | +0.13% | -3.79% | |
| 23 | ELV | Elevance Health Inc | Stock-Healthcare | 0.88% | +0.55% | +26.33% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.87% | +0.19% | +5.43% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 0.85% | -0.21% | — | |
| 26 | KR | Kroger Co | Stock-Consumer Staples | 0.84% | -0.03% | +11.20% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.84% | -0.30% | -1.86% | |
| 28 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 0.83% | +0.45% | +37.01% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.49% | -3.51% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.25% | -3.28% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 0.72% | -0.18% | -3.86% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.22% | +10.58% | |
| 33 | CBL | Cbl & Associates Properties | Stock-Other | 0.70% | +0.09% | +21.15% | |
| 34 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.70% | +0.02% | +10.28% | |
| 35 | SF | Stifel Financial CORP | Stock-Financials | 0.67% | -0.02% | +4.61% | |
| 36 | ET | Energy Transfer LP | Stock-Energy | 0.67% | +0.07% | +0.78% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.63% | +0.27% | +20.70% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.22% | -2.28% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.72% | EXIT | |
| 40 | NWS | News CORP - Class B | Stock-Comm Services | 0.62% | -0.03% | +6.06% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.62% | -0.05% | -3.06% | |
| 42 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.61% | +0.24% | +6.97% | |
| 43 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.61% | +0.27% | +19.58% | |
| 44 | PGR | Progressive CORP | Stock-Financials | 0.58% | -0.16% | -3.36% | |
| 45 | DTF | Dtf Tax-free Income 2028 Ter | Stock-Other | 0.56% | +0.10% | +146.65% | |
| 46 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.55% | +0.04% | -1.64% | |
| 47 | SU | Suncor Energy Inc | Stock-Energy | 0.54% | -0.08% | +4.75% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.54% | -0.28% | -2.57% | |
| 49 | KMI 4.75 03-31-28Bond | El Paso Energy Cap Trst | Bond | 0.53% | -0.46% | +14.01% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | -0.15% | +2.01% |
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 333 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 16.7% of total reported equity market value during Q4 2024.
During Q4 2024, Beverly Hills Private Wealth, LLC's top holdings by market value included AAPL (5.8%)、MSFT (3.9%)、NVDA (2.8%). The largest single position, AAPL, represented 5.8% of total portfolio value.
In Q4 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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