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
$25.6B
$421 Million 0.08% of portfolio
2,024
Q1 2025 Added 3.69%
$7.05B
$396 Million 0.08% of portfolio
7,277
Q1 2025 Added 1.42%
$9.02B
$382 Million 0.08% of portfolio
5,847
Q1 2025 Added 3.1%
$50.4B
$389 Million 0.08% of portfolio
1,240
Q1 2025 Added 0.32%
$42.1B
$390 Million 0.08% of portfolio
689
Q2 2024 Reduced 7.64%
$149B
$398 Million 0.08% of portfolio
1,070
Q1 2025 Added 1.13%
$23.5B
$382 Million 0.08% of portfolio
8,371
Q1 2025 Reduced 0.61%
$93B
$386 Million 0.08% of portfolio
3,166
Q1 2025 Added 2.06%
$0
$384 Million 0.08% of portfolio
7,880
Q1 2025 Reduced 7.48%
$0
$394 Million 0.08% of portfolio
8,546
Q1 2025 Reduced 14.76%
$0
$408 Million 0.08% of portfolio
4,353
Q1 2025 Reduced 10.01%
$28.9B
$420 Million 0.08% of portfolio
4,887
Q1 2025 Reduced 0.87%
$0
$391 Million 0.08% of portfolio
22,642
Q1 2025 New
$0
$358 Million 0.07% of portfolio
18,099
Q1 2025 Added 0.61%
$0
$333 Million 0.07% of portfolio
5,189
Q1 2025 Reduced 5.83%
$221B
$355 Million 0.07% of portfolio
3,593
Q1 2025 Added 0.36%
$53.3B
$354 Million 0.07% of portfolio
2,785
Q1 2025 Added 4.46%
$87B
$339 Million 0.07% of portfolio
2,597
Q1 2025 Added 0.39%
$32.6B
$343 Million 0.07% of portfolio
1,084
Q1 2025 Added 3.73%
$32.2B
$374 Million 0.07% of portfolio
11,460
Q1 2025 Added 9.75%
$6.4B
$360 Million 0.07% of portfolio
5,672
Q1 2025 Added 1.9%
$28.6B
$351 Million 0.07% of portfolio
1,633
Q1 2025 Reduced 8.1%
$7.55B
$334 Million 0.07% of portfolio
1,169
Q1 2025 Added 3.82%
$4.71B
$356 Million 0.07% of portfolio
11,550
Q1 2025 Added 3.24%
$45.2B
$368 Million 0.07% of portfolio
24,779
Q1 2025 Reduced 0.18%
$116B
$366 Million 0.07% of portfolio
1,211
Q1 2025 Added 44.86%
$5.84B
$343 Million 0.07% of portfolio
3,440
Q1 2025 Added 3.74%
$182B
$355 Million 0.07% of portfolio
4,994
Q1 2025 Added 1.65%
$77.5B
$370 Million 0.07% of portfolio
3,877
Q1 2025 Reduced 0.89%
$301B
$359 Million 0.07% of portfolio
5,014
Q1 2025 Reduced 9.54%
$67.9B
$369 Million 0.07% of portfolio
2,525
Q1 2025 Reduced 5.71%
$12B
$355 Million 0.07% of portfolio
10,119
Q1 2025 Reduced 1.41%
$33.8B
$370 Million 0.07% of portfolio
638
Q1 2025 Added 3.24%
$81.7B
$353 Million 0.07% of portfolio
1,295
Q1 2025 Added 3.77%
$17.1B
$358 Million 0.07% of portfolio
8,919
Q1 2025 Reduced 1.19%
$2.62B
$342 Million 0.07% of portfolio
22,616
Q1 2025 Added 5.36%
$9.27B
$340 Million 0.07% of portfolio
22,991
Q1 2025 Added 1.62%
$26.3B
$364 Million 0.07% of portfolio
23,607
Q1 2025 Added 0.85%
$6.25B
$336 Million 0.07% of portfolio
2,790
Q1 2025 Added 0.47%
$283B
$366 Million 0.07% of portfolio
1,826
Q1 2025 Added 6.16%
$126B
$279 Million 0.06% of portfolio
913
Q1 2025 Reduced 5.78%
$80.2B
$315 Million 0.06% of portfolio
4,644
Q1 2025 New
$0
$280 Million 0.06% of portfolio
46,938
Q1 2025 New
$118B
$323 Million 0.06% of portfolio
3,073
Q1 2025 Reduced 11.47%
$4.22B
$322 Million 0.06% of portfolio
4,260
Q4 2024 Reduced 7.73%
$0
$318 Million 0.06% of portfolio
5,393
Q1 2025 Reduced 16.66%
$89.6B
$301 Million 0.06% of portfolio
22,114
Q1 2025 Added 3.46%
$4.34B
$326 Million 0.06% of portfolio
3,918
Q1 2025 Added 3.57%
$5.12B
$291 Million 0.06% of portfolio
5,323
Q1 2025 Added 4.05%

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
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email