Beverly Hills Private Wealth, LLC Portfolio Holdings by Sector
Beverly Hills Private Wealth, LLC
- $567 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VGIT VGSH JAAA GBIL GNMA GDX VMBS IVV 51 stocks |
$81.2 Million
15.24% of portfolio
|
17
|
26
|
9
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AVGO TXN QCOM ADI MPWR CRUS 10 stocks |
$38.9 Million
7.3% of portfolio
|
3
|
7
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL BOX WEX FOUR 6 stocks |
$27.4 Million
5.14% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$27 Million
5.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC UBS C RY BMO CM BBVA 12 stocks |
$22.1 Million
4.15% of portfolio
|
1
|
10
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$20.2 Million
3.8% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW SF OPY MS HLI RJF SCHW TIGR 9 stocks |
$18.5 Million
3.48% of portfolio
|
2
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA MELI SE 4 stocks |
$17.7 Million
3.33% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BTT DTF KYN BK ARCC ARES EVM STEW 11 stocks |
$15.4 Million
2.89% of portfolio
|
4
|
6
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$14.2 Million
2.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX SU XOM CVE TTE SHEL 6 stocks |
$14.1 Million
2.64% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA T VIV TU 5 stocks |
$13.2 Million
2.48% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV NVS LLY PFE SNY AMGN MRK 11 stocks |
$12.8 Million
2.4% of portfolio
|
3
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA PYPL FCFS 5 stocks |
$12.4 Million
2.32% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI 3 stocks |
$12 Million
2.26% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
CBL ALX O SRG 4 stocks |
$11.4 Million
2.15% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV UNH CVS 3 stocks |
$9.84 Million
1.85% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR ACI 2 stocks |
$8.78 Million
1.65% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC D NEE ETR NGG AEP FTS DUK 9 stocks |
$7.85 Million
1.47% of portfolio
|
1
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC ERJ RTX WWD LMT HII GD HXL 8 stocks |
$7.34 Million
1.38% of portfolio
|
1
|
7
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP CCEP KO 3 stocks |
$6.06 Million
1.14% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI HPE 3 stocks |
$5.96 Million
1.12% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET ENB EPD TRP KMI PBA PAA 7 stocks |
$5.89 Million
1.11% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX QSR DRI 4 stocks |
$5.88 Million
1.1% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CINF CB TRV 4 stocks |
$5.59 Million
1.05% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
PHG ABT MDT SYK BIO BSX 6 stocks |
$5.49 Million
1.03% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW APH 2 stocks |
$4.72 Million
0.89% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM MGM 2 stocks |
$4.61 Million
0.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
AER R GATX 3 stocks |
$4.6 Million
0.86% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$4.39 Million
0.82% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GE CMI AOS MIDD EMR MWA 7 stocks |
$4.16 Million
0.78% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC UNP 2 stocks |
$3.93 Million
0.74% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FIS ACN IBM VNET 4 stocks |
$3.82 Million
0.72% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NWS NFLX DIS 3 stocks |
$3.71 Million
0.7% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$3.66 Million
0.69% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ DELL NTAP 3 stocks |
$3.4 Million
0.64% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT 2 stocks |
$3.09 Million
0.58% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
PCAR CAT 2 stocks |
$3.05 Million
0.57% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX HOLX 2 stocks |
$2.85 Million
0.54% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AIV AVB 2 stocks |
$2.81 Million
0.53% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU SHOP SNOW SAP 4 stocks |
$2.81 Million
0.53% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD CBT SHW AVTR 4 stocks |
$2.79 Million
0.52% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST MSM 2 stocks |
$2.65 Million
0.5% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT CCI IRM SBAC 4 stocks |
$2.62 Million
0.49% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO LCTX 2 stocks |
$2.56 Million
0.48% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AON 2 stocks |
$2.21 Million
0.42% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
PKG IP AMCR IP 4 stocks |
$2.16 Million
0.41% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX ROST 2 stocks |
$2.16 Million
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$2.07 Million
0.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MSCI CME 3 stocks |
$1.66 Million
0.31% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
$1.58 Million
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Conglomerates | Industrials
HON VMI 2 stocks |
$1.58 Million
0.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$1.46 Million
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
UL PG KMB 3 stocks |
$1.45 Million
0.27% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$1.43 Million
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
WBS USB TFC WTFC LYG 5 stocks |
$1.42 Million
0.27% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$1.38 Million
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$1.29 Million
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR RDNT CRL 3 stocks |
$1.27 Million
0.24% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$1.22 Million
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS TAK 2 stocks |
$1.03 Million
0.19% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET MFC 2 stocks |
$975,242
0.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$963,109
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
HMY GFI SBSW 3 stocks |
$851,899
0.16% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CF NTR 2 stocks |
$814,086
0.15% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$783,341
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX 1 stocks |
$737,581
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$717,213
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
AROC 1 stocks |
$652,330
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TM TSLA 2 stocks |
$572,146
0.11% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$543,845
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | Financial
ZTR 1 stocks |
$538,225
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
BXP OFC 2 stocks |
$510,945
0.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RGA 1 stocks |
$483,976
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$462,618
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$401,591
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
GVA 1 stocks |
$390,333
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$383,074
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$348,014
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$317,897
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$308,902
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
BWA 1 stocks |
$293,993
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$280,478
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$268,014
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
DVA 1 stocks |
$264,544
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$240,511
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
ERII 1 stocks |
$232,842
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Precious Metals & Mining | Basic Materials
BVN 1 stocks |
$218,045
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CX 1 stocks |
$171,044
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
RLJ BHR 2 stocks |
$105,405
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WOOF 1 stocks |
$39,474
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|