Beverly Hills Private Wealth, LLC Top Holdings and 13F Report (2025) About Beverly Hills Private Wealth, LLCInvestment ActivityBeverly Hills Private Wealth, LLC has $495.08 million in total holdings as of December 31, 2024.Beverly Hills Private Wealth, LLC owns shares of 333 different stocks, but just 107 companies or ETFs make up 80% of its holdings.Approximately 7.07% of the portfolio was purchased this quarter.About 7.13% of the portfolio was sold this quarter.This quarter, Beverly Hills Private Wealth, LLC has purchased 337 new stocks and bought additional shares in 111 stocks.Beverly Hills Private Wealth, LLC sold shares of 191 stocks and completely divested from 26 stocks this quarter.Largest Holdings Apple $28,885,299Microsoft $19,197,781NVIDIA $13,812,228JPMorgan Chase & Co. $13,019,968Amazon.com $12,611,195 Largest New Holdings this Quarter BLACKROCK INC $4,184,519 HoldingVanguard Extended Duration Treasury ETF $1,639,227 HoldingSchwab Intermediate-Term U.S. Treasury ETF $1,102,134 HoldingVanguard Tax-Exempt Bond ETF $1,086,188 HoldingNiSource $331,780 Holding Largest Purchases this Quarter BLACKROCK INC 4,082 shares (about $4.18M)JPMorgan Chase & Co. 8,225 shares (about $1.97M)DTF Tax-Free Income 2028 Term Fund 148,014 shares (about $1.66M)Vanguard Extended Duration Treasury ETF 24,206 shares (about $1.64M)Vanguard Intermediate-Term Treasury Index ETF 27,099 shares (about $1.57M) Largest Sales this Quarter Goldman Sachs Ultra Short Bond ETF 43,710 shares (about $2.19M)Packaging Co. of America 7,887 shares (about $1.78M)Broadcom 5,794 shares (about $1.34M)Vanguard Short-Term Treasury Index ETF 17,954 shares (about $1.04M)Vistra 6,444 shares (about $888.40K) 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$28,885,299$82,889 ▲0.3%115,3475.8%Computer and TechnologyMSFTMicrosoft$19,197,781$119,707 ▲0.6%45,5463.9%Computer and TechnologyNVDANVIDIA$13,812,228$265,356 ▼-1.9%102,8542.8%Computer and TechnologyJPMJPMorgan Chase & Co.$13,019,968$1,971,633 ▲17.8%54,3152.6%FinanceAMZNAmazon.com$12,611,195$146,114 ▲1.2%57,4832.5%Retail/WholesaleBRK.BBerkshire Hathaway$12,500,555$680,373 ▲5.8%27,5782.5%FinanceVGSHVanguard Short-Term Treasury Index ETF$9,169,842$1,044,561 ▼-10.2%157,6121.9%ETFVGITVanguard Intermediate-Term Treasury Index ETF$8,216,377$1,571,738 ▲23.7%141,6621.7%ETFPMPhilip Morris International$8,029,678$17,451 ▼-0.2%66,7201.6%Consumer StaplesMETAMeta Platforms$7,581,449$208,449 ▲2.8%12,9481.5%Computer and TechnologyGBILGoldman Sachs Access Treasury 0-1 Year ETF$7,232,396$821,541 ▼-10.2%72,3821.5%ETFAVGOBroadcom$7,022,911$1,343,284 ▼-16.1%30,2921.4%Computer and TechnologyGOOGAlphabet$6,362,460$300,136 ▲5.0%33,4091.3%Computer and TechnologySCHWCharles Schwab$6,313,787$428,740 ▲7.3%85,3101.3%FinanceJAAAJanus Henderson AAA CLO ETF$6,039,260$480,478 ▼-7.4%119,0941.2%ETFTSMTaiwan Semiconductor Manufacturing$5,688,296$299,789 ▲5.6%28,8031.1%Computer and TechnologyCMCSAComcast$5,223,235$158,564 ▲3.1%139,1751.1%Consumer DiscretionaryUNHUnitedHealth Group$5,113,385$439,100 ▲9.4%10,1081.0%MedicalVVisa$4,685,344$252,519 ▲5.7%14,8250.9%Business ServicesVMBSVanguard Mortgage-Backed Securities ETF$4,560,340$155,924 ▼-3.3%100,5810.9%ETFIVViShares Core S&P 500 ETF$4,422,323$328,495 ▲8.0%7,5120.9%ETFVZVerizon Communications$4,355,782$171,397 ▼-3.8%108,9220.9%Computer and TechnologyELVElevance Health$4,351,893$907,121 ▲26.3%11,7970.9%MedicalPEPPepsiCo$4,307,163$222,011 ▲5.4%28,3250.9%Consumer StaplesBLACKROCK INC$4,184,519$4,184,519 ▲New Holding4,0820.8%COMKRKroger$4,163,947$419,305 ▲11.2%68,0940.8%Retail/WholesaleLOWLowe's Companies$4,137,093$78,482 ▼-1.9%16,7630.8%Retail/WholesaleSMURFIT WESTROCK PLC$4,101,539$1,107,844 ▲37.0%76,1520.8%SHSCVXChevron$3,755,447$136,441 ▼-3.5%25,9280.8%EnergyJNJJohnson & Johnson$3,660,245$123,941 ▼-3.3%25,3090.7%MedicalTXNTexas Instruments$3,548,335$142,511 ▼-3.9%18,9230.7%Computer and TechnologyMCDMcDonald's$3,511,936$335,975 ▲10.6%12,1150.7%Retail/WholesaleCBLCBL & Associates Properties$3,487,536$608,818 ▲21.1%118,5830.7%FinanceACIAlbertsons Companies$3,470,643$323,569 ▲10.3%176,7130.7%Consumer StaplesSFStifel Financial$3,332,715$146,921 ▲4.6%31,4170.7%FinanceETEnergy Transfer$3,315,727$25,565 ▲0.8%169,2560.7%EnergyNVONovo Nordisk A/S$3,110,062$533,326 ▲20.7%36,1550.6%MedicalWMTWalmart$3,105,183$72,371 ▼-2.3%34,3680.6%Retail/WholesaleXOMExxon Mobil$3,097,751$17,104 ▼-0.5%28,7970.6%EnergyNWSNews$3,067,140$175,125 ▲6.1%100,7930.6%Consumer DiscretionaryCSCOCisco Systems$3,048,458$96,260 ▼-3.1%51,4940.6%Computer and TechnologyBTTBlackrock Municipal 2030 Target Term Trust$3,031,942$197,458 ▲7.0%147,2530.6%Financial ServicesGNMAiShares GNMA Bond ETF$3,008,806$492,624 ▲19.6%70,0860.6%ETFPGRProgressive$2,892,370$100,638 ▼-3.4%12,0710.6%FinanceDTFDTF Tax-Free Income 2028 Term Fund$2,791,941$1,659,977 ▲146.6%248,9470.6%FinanceKYNKayne Anderson Energy Infrastructure Fund$2,730,047$45,464 ▼-1.6%214,7950.6%Financial ServicesSUSuncor Energy$2,663,602$120,812 ▲4.8%74,6530.5%EnergyAPDAir Products and Chemicals$2,663,513$70,192 ▼-2.6%9,1830.5%Basic MaterialsEL PASO ENERGY CAP TR I$2,618,539$321,695 ▲14.0%54,5530.5%PFD CV TR SEC 28ABBVAbbVie$2,617,798$51,531 ▲2.0%14,7320.5%MedicalMRKMerck & Co., Inc.$2,564,684$414,929 ▼-13.9%25,7810.5%MedicalGLOBAL X FDS$2,502,534$1,373,391 ▲121.6%25,0000.5%1-3 MONTH T-BILLMSIMotorola Solutions$2,438,983$159,456 ▼-6.1%5,2770.5%Computer and TechnologySBUXStarbucks$2,425,030$223,842 ▼-8.5%26,5750.5%Retail/WholesaleLINDE PLC$2,376,054$49,405 ▼-2.0%5,6750.5%SHSAIVApartment Investment and Management$2,322,049$227,304 ▲10.9%255,4510.5%FinanceAXPAmerican Express$2,232,126$65,886 ▼-2.9%7,5210.5%FinanceGOOGLAlphabet$2,227,893$54,330 ▲2.5%11,7690.5%Computer and TechnologyMAMastercard$2,226,754$17,902 ▼-0.8%4,2290.4%Business ServicesNOCNorthrop Grumman$2,223,501$18,772 ▼-0.8%4,7380.4%AerospacePYPLPayPal$2,187,862$108,736 ▲5.2%25,6340.4%Computer and TechnologyDEODiageo$2,186,454$46,147 ▼-2.1%17,1990.4%Consumer StaplesMSMorgan Stanley$2,184,293$787,145 ▼-26.5%17,3740.4%FinanceCVECenovus Energy$2,179,861$211,373 ▲10.7%143,8850.4%EnergyPAYXPaychex$2,167,925$90,441 ▼-4.0%15,4610.4%Business ServicesPKGPackaging Co. of America$2,167,518$1,775,573 ▼-45.0%9,6280.4%IndustrialsNSCNorfolk Southern$2,157,394$99,280 ▼-4.4%9,1920.4%TransportationFISFidelity National Information Services$2,088,356$64,777 ▼-3.0%25,8560.4%Business ServicesBRK.ABerkshire Hathaway$2,042,760$680,920 ▼-25.0%30.4%FinanceETNEaton$2,040,759$52,106 ▼-2.5%6,1490.4%IndustrialsACNAccenture$2,003,296$70,001 ▼-3.4%5,6950.4%Computer and TechnologyFASTFastenal$1,955,936$73,923 ▼-3.6%27,2000.4%Retail/WholesaleBDXBecton, Dickinson and Company$1,944,301$169,928 ▲9.6%8,5700.4%MedicalFTAIFTAI Aviation$1,900,011$131,219 ▼-6.5%13,1910.4%AerospaceBABAAlibaba Group$1,899,085$13,481 ▼-0.7%22,3980.4%Retail/WholesaleNEENextEra Energy$1,871,681$36,849 ▼-1.9%26,1080.4%UtilitiesPHGKoninklijke Philips$1,836,633$140,576 ▲8.3%72,5370.4%MedicalGDXVanEck Gold Miners ETF$1,788,185$5,426 ▲0.3%52,7330.4%ETFAERAerCap$1,783,893$186,333 ▲11.7%18,6400.4%TransportationOPYOppenheimer$1,747,800$55,502 ▲3.3%27,2710.4%FinanceABTAbbott Laboratories$1,732,968$55,764 ▼-3.1%15,3210.4%MedicalMOAltria Group$1,719,711$50,251 ▼-2.8%32,8880.3%Consumer StaplesTJXTJX Companies$1,706,795$48,082 ▼-2.7%14,1280.3%Retail/WholesalePCARPACCAR$1,698,995$304,577 ▼-15.2%16,3330.3%Auto/Tires/TrucksEDVVanguard Extended Duration Treasury ETF$1,639,227$1,639,227 ▲New Holding24,2060.3%ETFWECWEC Energy Group$1,629,412$76,454 ▼-4.5%17,3270.3%UtilitiesTE CONNECTIVITY PLC$1,587,396$602,476 ▲61.2%11,1030.3%ORD SHSMMCMarsh & McLennan Companies$1,573,022$37,595 ▼-2.3%7,4060.3%FinanceMCKMcKesson$1,510,837$113,413 ▲8.1%2,6510.3%MedicalHPQHP$1,492,146$12,530 ▲0.8%45,7290.3%Computer and TechnologyTTTrane Technologies$1,485,383$52,073 ▼-3.4%4,0220.3%ConstructionDDominion Energy$1,480,964$136,533 ▲10.2%27,4970.3%UtilitiesCINFCincinnati Financial$1,450,441$53,023 ▼-3.5%10,0940.3%FinanceUPSUnited Parcel Service$1,442,378$124,969 ▼-8.0%11,4380.3%TransportationPLDPrologis$1,438,217$68,703 ▼-4.6%13,6070.3%FinanceHONHoneywell International$1,412,280$66,864 ▼-4.5%6,2520.3%Multi-Sector ConglomeratesBKBank of New York Mellon$1,400,381$19,976 ▲1.4%18,2270.3%FinanceNBXGNeuberger Berman Next Generation Connectivity Fund$1,394,799$71,013 ▼-4.8%109,4820.3%RINGiShares MSCI Global Gold Miners ETF$1,343,140$230,135 ▲20.7%47,7820.3%ETFERJEmbraer$1,331,190$42,769 ▲3.3%36,2920.3%AerospaceShowing 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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