Beverly Hills Private Wealth, LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $433 Billion distributed in 1075 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.2B, Microsoft Corp with a value of $19.4B, Nvidia Corp with a value of $10.5B, Berkshire Hathaway Inc Class B with a value of $9.45B, and Jpmorgan Chase & CO with a value of $8.32B.
Examining the 13F form we can see an increase of $50B in the current position value, from $383B to 433B.
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
$433 Billion
Technology: $92.7 Billion
Financial Services: $68.1 Billion
ETFs: $51.2 Billion
Healthcare: $40.5 Billion
Industrials: $35.2 Billion
Consumer Cyclical: $34.2 Billion
Consumer Defensive: $24.9 Billion
Energy: $22.9 Billion
Other: $49.5 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions