Beverly Hills Private Wealth, LLC Portfolio Holdings

Beverly Hills Private Wealth, LLC

  • $506 Billion
  • Q1 2025

Beverly Hills Private Wealth, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $506 Billion distributed in 1046 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.2B, Microsoft Corp with a value of $17.3B, Berkshire Hathaway Inc Class B with a value of $14.4B, Jpmorgan Chase & CO with a value of $13.3B, and Amazon Com Inc with a value of $11.3B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $495B to 506B.

Beverly Hills Private Wealth, LLC is based out at Beverly Hills, CA

Below you can find more details about Beverly Hills Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $506 Billion
Technology: $95.2 Billion
Financial Services: $90.3 Billion
ETFs: $68 Billion
Healthcare: $40.6 Billion
Consumer Defensive: $37.3 Billion
Consumer Cyclical: $34.6 Billion
Communication Services: $33.4 Billion
Industrials: $30.8 Billion
Other: $51.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$25.2 Billion 4.99% of portfolio
113,559
Q1 2025 Reduced 1.55%
$2.95T
$17.3 Billion 3.42% of portfolio
46,051
Q1 2025 Added 1.11%
$694B
$14.4 Billion 2.84% of portfolio
26,998
Q1 2025 Reduced 2.1%
$718B
$13.3 Billion 2.62% of portfolio
54,080
Q1 2025 Reduced 0.43%
$1.88T
$11.3 Billion 2.23% of portfolio
59,171
Q1 2025 Added 2.94%
$0
$10.9 Billion 2.16% of portfolio
183,807
Q1 2025 Added 29.75%
$266B
$10.8 Billion 2.13% of portfolio
67,907
Q1 2025 Added 1.78%
$0
$10.6 Billion 2.09% of portfolio
179,852
Q1 2025 Added 14.11%
$271B
$10.4 Billion 2.05% of portfolio
95,553
Q1 2025 Reduced 7.1%
$1.25T
$7.67 Billion 1.52% of portfolio
13,300
Q1 2025 Added 2.72%
$148B
$7.35 Billion 1.45% of portfolio
93,943
Q1 2025 Added 10.12%
$0
$6.58 Billion 1.3% of portfolio
65,667
Q1 2025 Reduced 9.28%
$185B
$6.11 Billion 1.21% of portfolio
134,651
Q1 2025 Added 23.62%
$99.3B
$5.89 Billion 1.17% of portfolio
13,552
Q1 2025 Added 14.88%
$385B
$5.58 Billion 1.1% of portfolio
10,655
Q1 2025 Added 5.41%
$151B
$5.43 Billion 1.07% of portfolio
147,249
Q1 2025 Added 5.8%
$0
$5.05 Billion 1.0% of portfolio
99,630
Q1 2025 Reduced 16.34%
$979B
$5.04 Billion 1.0% of portfolio
32,270
Q1 2025 Reduced 3.41%
$187B
$5.01 Billion 0.99% of portfolio
33,418
Q1 2025 Added 17.98%
$864B
$4.89 Billion 0.97% of portfolio
29,478
Q1 2025 Added 2.34%
$51.7B
$4.92 Billion 0.97% of portfolio
72,660
Q1 2025 Added 6.71%
$78B
$4.79 Billion 0.95% of portfolio
28,630
Q1 2025 Reduced 5.49%
$0
$4.38 Billion 0.87% of portfolio
94,647
Q1 2025 Reduced 5.9%
$11.8B
$4.33 Billion 0.86% of portfolio
196,880
Q1 2025 Added 11.41%
$266B
$4.35 Billion 0.86% of portfolio
26,013
Q1 2025 Added 0.33%
$0
$4.33 Billion 0.86% of portfolio
98,695
Q1 2025 Added 40.82%
$409B
$4.23 Billion 0.84% of portfolio
25,519
Q1 2025 Added 0.83%
Blackrock Inc
-
$3.87 Billion 0.77% of portfolio
-
Q1 2025 Added 0.15%
$0
$3.85 Billion 0.76% of portfolio
6,860
Q1 2025 Reduced 8.68%
$139B
$3.78 Billion 0.75% of portfolio
16,197
Q1 2025 Reduced 3.38%
$235B
$3.76 Billion 0.74% of portfolio
12,051
Q1 2025 Reduced 0.53%
Smurfit Westrock PLC
-
$3.75 Billion 0.74% of portfolio
-
Q1 2025 Added 9.18%
$0
$3.68 Billion 0.73% of portfolio
173,181
Q1 2025 Added 17.61%
$0
$3.43 Billion 0.68% of portfolio
306,088
Q1 2025 Added 22.95%
$747M
$3.44 Billion 0.68% of portfolio
129,344
Q1 2025 Added 9.07%
$177B
$3.34 Billion 0.66% of portfolio
18,562
Q1 2025 Reduced 1.91%
$9.1B
$3.27 Billion 0.65% of portfolio
34,683
Q1 2025 Added 10.4%
$6.07B
$3.3 Billion 0.65% of portfolio
108,562
Q1 2025 Added 7.71%
$440B
$3.31 Billion 0.65% of portfolio
27,793
Q1 2025 Reduced 3.49%
$51.1B
$3.18 Billion 0.63% of portfolio
171,226
Q1 2025 Added 1.16%
$237B
$3.17 Billion 0.63% of portfolio
51,310
Q1 2025 Reduced 0.36%
-
$3.16 Billion 0.62% of portfolio
-
Q1 2025 Added 19.01%
$165B
$3.09 Billion 0.61% of portfolio
10,914
Q1 2025 Reduced 9.58%
$150B
$3 Billion 0.59% of portfolio
43,203
Q1 2025 Added 19.49%
$345B
$2.87 Billion 0.57% of portfolio
13,716
Q1 2025 Reduced 6.9%
$264B
$2.85 Billion 0.56% of portfolio
32,454
Q1 2025 Reduced 5.57%
$0
$2.79 Billion 0.55% of portfolio
39,225
Q1 2025 Added 62.05%
$97.4B
$2.61 Billion 0.52% of portfolio
26,559
Q1 2025 Reduced 0.06%
$60.1B
$2.61 Billion 0.52% of portfolio
8,858
Q1 2025 Reduced 3.54%

Summary

  • Portfolio
  • No. of Stocks 1,046
  • Current Value $506 Billion
  • Prior Value $495 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 169 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 133 stocks
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