Beverly Hills Private Wealth, LLC Portfolio Holdings

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q4 2024

Beverly Hills Private Wealth, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $495 Billion distributed in 1036 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.9B, Microsoft Corp with a value of $19.2B, Nvidia Corp with a value of $13.8B, Jpmorgan Chase & CO with a value of $13B, and Amazon Com Inc with a value of $12.6B.

Examining the 13F form we can see an increase of $188M in the current position value, from $495B to 495B.

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 $495 Billion
Technology: $106 Billion
Financial Services: $85.2 Billion
ETFs: $63.8 Billion
Healthcare: $38.4 Billion
Consumer Cyclical: $35.8 Billion
Consumer Defensive: $32 Billion
Communication Services: $31.4 Billion
Industrials: $30.5 Billion
Other: $48.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.2B
$2.19 Billion 0.44% of portfolio
17,199
Q4 2024 Reduced 2.07%
$19.9B
$2.17 Billion 0.44% of portfolio
9,628
Q4 2024 Reduced 45.03%
$53.1B
$2.17 Billion 0.44% of portfolio
15,461
Q4 2024 Reduced 4.0%
$59.3B
$2.16 Billion 0.44% of portfolio
9,192
Q4 2024 Reduced 4.4%
$90.2B
$2.19 Billion 0.44% of portfolio
25,634
Q4 2024 Added 5.23%
$235B
$2.18 Billion 0.44% of portfolio
17,374
Q4 2024 Reduced 26.49%
$41.9B
$2.09 Billion 0.42% of portfolio
25,856
Q4 2024 Reduced 3.01%
$123B
$2.04 Billion 0.41% of portfolio
6,149
Q4 2024 Reduced 2.49%
$431B
$2.04 Billion 0.41% of portfolio
3
Q4 2024 Reduced 25.0%
$244B
$2 Billion 0.4% of portfolio
5,695
Q4 2024 Reduced 3.38%
$42.8B
$1.96 Billion 0.4% of portfolio
27,200
Q4 2024 Reduced 3.64%
$64.1B
$1.94 Billion 0.39% of portfolio
8,570
Q4 2024 Added 9.58%
$134B
$1.87 Billion 0.38% of portfolio
26,108
Q4 2024 Reduced 1.93%
$330B
$1.9 Billion 0.38% of portfolio
22,398
Q4 2024 Reduced 0.7%
$25B
$1.84 Billion 0.37% of portfolio
72,537
Q4 2024 Added 8.29%
$24.8B
$1.78 Billion 0.36% of portfolio
18,640
Q4 2024 Added 11.66%
$95.5B
$1.72 Billion 0.35% of portfolio
32,888
Q4 2024 Reduced 2.84%
$229B
$1.73 Billion 0.35% of portfolio
15,321
Q4 2024 Reduced 3.12%
$36.8B
$1.7 Billion 0.34% of portfolio
16,333
Q4 2024 Reduced 15.2%
$144B
$1.71 Billion 0.34% of portfolio
14,128
Q4 2024 Reduced 2.74%
$32.5B
$1.63 Billion 0.33% of portfolio
17,327
Q4 2024 Reduced 4.48%
$114B
$1.57 Billion 0.32% of portfolio
7,406
Q4 2024 Reduced 2.33%
$85.3B
$1.51 Billion 0.31% of portfolio
2,651
Q4 2024 Added 8.12%
$46.3B
$1.48 Billion 0.3% of portfolio
27,497
Q4 2024 Added 10.16%
$84.2B
$1.49 Billion 0.3% of portfolio
4,022
Q4 2024 Reduced 3.39%
$34.8B
$1.49 Billion 0.3% of portfolio
45,729
Q4 2024 Added 0.85%
$112B
$1.44 Billion 0.29% of portfolio
13,607
Q4 2024 Reduced 4.56%
$136B
$1.41 Billion 0.29% of portfolio
6,252
Q4 2024 Reduced 4.52%
$21.8B
$1.45 Billion 0.29% of portfolio
10,094
Q4 2024 Reduced 3.53%
$84.8B
$1.44 Billion 0.29% of portfolio
11,438
Q4 2024 Reduced 7.97%
$71B
$1.4 Billion 0.28% of portfolio
18,227
Q4 2024 Added 1.45%
$0
$1.39 Billion 0.28% of portfolio
109,482
Q4 2024 Reduced 4.84%
$7.75B
$1.33 Billion 0.27% of portfolio
36,292
Q4 2024 Added 3.32%
$377B
$1.29 Billion 0.26% of portfolio
29,302
Q4 2024 Reduced 19.67%
$107B
$1.22 Billion 0.25% of portfolio
40,123
Q4 2024 Added 11.31%
$176B
$1.23 Billion 0.25% of portfolio
2,474
Q4 2024 Reduced 3.17%
$68.7B
$1.22 Billion 0.25% of portfolio
22,866
Q4 2024 Reduced 34.0%
$0
$1.19 Billion 0.24% of portfolio
54,206
Q4 2024 Reduced 11.51%
$802B
$1.14 Billion 0.23% of portfolio
1,480
Q4 2024 Reduced 14.0%
$73.7B
$1.09 Billion 0.22% of portfolio
6,705
Q4 2024 Added 7.71%
$234B
$1.1 Billion 0.22% of portfolio
14,600
Q1 2024 Reduced 0.3%
$83.4B
$1.1 Billion 0.22% of portfolio
18,495
Q4 2024 Added 0.25%
$38.1B
$1.07 Billion 0.22% of portfolio
11,820
Q4 2024 Reduced 7.35%
$88.2B
$1.07 Billion 0.22% of portfolio
5,840
Q4 2024 Reduced 3.55%
$153B
$1.06 Billion 0.21% of portfolio
4,665
Q4 2024 Reduced 4.5%
$474B
$1.03 Billion 0.21% of portfolio
1,122
Q4 2024 Added 0.63%
$41B
$1.05 Billion 0.21% of portfolio
15,052
Q4 2024 Added 1.37%
$106B
$1.04 Billion 0.21% of portfolio
1,653
Q4 2024 Added 9.04%
$166B
$1.02 Billion 0.21% of portfolio
1,619
Q4 2024 Reduced 2.59%

Summary

  • Portfolio
  • No. of Stocks 1,036
  • Current Value $495 Billion
  • Prior Value $495 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 22 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 191 stocks
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