Beverly Hills Private Wealth, LLC Portfolio Holdings by Sector
Beverly Hills Private Wealth, LLC
- $533 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VGSH VGIT JAAA GBIL GNMA VMBS IVV EDV 43 stocks |
$71.3 Million
14.06% of portfolio
|
16
|
20
|
4
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM TXN QCOM ADI MPWR CRUS 10 stocks |
$35.1 Million
6.93% of portfolio
|
1
|
9
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL BOX FOUR WEX AKAM 7 stocks |
$26.2 Million
5.17% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$22.8 Million
4.5% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC UBS C BMO RY CM BBVA 12 stocks |
$21.1 Million
4.16% of portfolio
|
1
|
11
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$19.7 Million
3.88% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW SF MS OPY HLI RJF SCHW TIGR 8 stocks |
$17.7 Million
3.49% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA MELI SE 4 stocks |
$16.3 Million
3.22% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BTT DTF KYN BK ARCC ARES STEW PDI 11 stocks |
$15.2 Million
3.0% of portfolio
|
7
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$14.2 Million
2.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI 3 stocks |
$13.2 Million
2.59% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SU CVE TTE SHEL YPF 7 stocks |
$13.1 Million
2.58% of portfolio
|
1
|
6
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA T VIV KT TU 6 stocks |
$12.8 Million
2.53% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA PYPL FCFS QFIN 6 stocks |
$12.6 Million
2.48% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV LLY NVS SNY PFE AMGN MRK 10 stocks |
$11.6 Million
2.29% of portfolio
|
2
|
8
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV UNH CVS CNC 4 stocks |
$9.45 Million
1.86% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
CBL ALX O 3 stocks |
$9.17 Million
1.81% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
ACI KR 2 stocks |
$8.67 Million
1.71% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC D NEE NGG ETR AEP FTS DUK 8 stocks |
$7.35 Million
1.45% of portfolio
|
2
|
6
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC ERJ RTX WWD LMT HII GD HXL 8 stocks |
$6.72 Million
1.32% of portfolio
|
- |
8
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX DRI QSR 4 stocks |
$6.59 Million
1.3% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET EPD ENB TRP WMB KMI PBA PAA 8 stocks |
$6.25 Million
1.23% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI HPE ERIC NOK 5 stocks |
$6.25 Million
1.23% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB CINF TRV 4 stocks |
$6.13 Million
1.21% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP CCEP KO 3 stocks |
$5.65 Million
1.11% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
PHG ABT SYK MDT BSX BIO 6 stocks |
$5.24 Million
1.03% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FIS ACN IBM INFY VNET 5 stocks |
$5.12 Million
1.01% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NWS NFLX DIS 3 stocks |
$5.12 Million
1.01% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM MGM 2 stocks |
$4.29 Million
0.84% of portfolio
|
2
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
AER GATX R 3 stocks |
$4.25 Million
0.84% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GE CMI AOS MIDD EMR MWA 7 stocks |
$4.07 Million
0.8% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$4.02 Million
0.79% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$3.93 Million
0.77% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU SNOW SHOP CRM ANSS SAP KC 7 stocks |
$3.83 Million
0.76% of portfolio
|
4
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC UNP 2 stocks |
$3.66 Million
0.72% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VRNA 2 stocks |
$3.61 Million
0.71% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD CBT EMN SHW AVTR 5 stocks |
$3.25 Million
0.64% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW APH 2 stocks |
$3.14 Million
0.62% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT CCI IRM SBAC 4 stocks |
$3.09 Million
0.61% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AIV AVB 2 stocks |
$2.93 Million
0.58% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ DELL NTAP 3 stocks |
$2.91 Million
0.57% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
PCAR CAT 2 stocks |
$2.84 Million
0.56% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT 2 stocks |
$2.64 Million
0.52% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$2.4 Million
0.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AON 2 stocks |
$2.39 Million
0.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST MSM 2 stocks |
$2.37 Million
0.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
GGAL PNC WBS BMA WTFC TFC USB LYG 8 stocks |
$2.27 Million
0.45% of portfolio
|
- |
8
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
PKG IP AMCR SON IP 5 stocks |
$2.19 Million
0.43% of portfolio
|
2
|
3
|
- | - |
0
Calls
1
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX HOLX 2 stocks |
$2.11 Million
0.42% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
$1.88 Million
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Apparel Retail | Consumer Cyclical
TJX ROST 2 stocks |
$1.86 Million
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON VMI 2 stocks |
$1.7 Million
0.33% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$1.66 Million
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MSCI 2 stocks |
$1.6 Million
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA 2 stocks |
$1.55 Million
0.31% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
UL PG KMB 3 stocks |
$1.51 Million
0.3% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$1.47 Million
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS TAK 2 stocks |
$1.36 Million
0.27% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$1.14 Million
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$1.13 Million
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST PAM 2 stocks |
$1.12 Million
0.22% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1 Million
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET MFC 2 stocks |
$981,107
0.19% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX 1 stocks |
$704,413
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$661,226
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
AROC 1 stocks |
$645,356
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CF 1 stocks |
$610,258
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$556,733
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
RDNT CRL 2 stocks |
$529,667
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RGA 1 stocks |
$515,736
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
BXP OFC 2 stocks |
$485,719
0.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$479,522
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$443,899
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$419,470
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
GVA 1 stocks |
$332,878
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$328,828
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$328,543
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$322,769
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$313,360
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$304,302
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
HMY 1 stocks |
$301,668
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | Financial
ZTR 1 stocks |
$298,443
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$288,318
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$254,272
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
BWA 1 stocks |
$237,398
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$227,141
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$224,721
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TM 1 stocks |
$224,422
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
ERII 1 stocks |
$192,978
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
RLJ BHR 2 stocks |
$103,121
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WOOF 1 stocks |
$80,372
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|