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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.2B
$277 Million 0.06% of portfolio
2,669
Q3 2024 New
$158B
$279 Million 0.06% of portfolio
23,825
Q4 2024 Reduced 1.3%
$75.8B
$274 Million 0.06% of portfolio
2,587
Q4 2024 New
$48.2B
$305 Million 0.06% of portfolio
2,015
Q2 2024 Added 0.2%
$128B
$284 Million 0.06% of portfolio
969
Q4 2024 Added 12.81%
-
$281 Million 0.06% of portfolio
-
Q4 2024 Added 4.32%
$6.74B
$305 Million 0.06% of portfolio
1,742
Q4 2024 Reduced 9.51%
$5.51B
$321 Million 0.06% of portfolio
5,116
Q4 2024 Reduced 13.65%
$0
$322 Million 0.06% of portfolio
2,016
Q4 2024 Reduced 8.65%
$7B
$287 Million 0.06% of portfolio
2,537
Q4 2024 Reduced 14.72%
$10.4B
$320 Million 0.06% of portfolio
5,796
Q4 2024 Reduced 10.35%
$0
$305 Million 0.06% of portfolio
2,718
Q4 2024 New
$25.9B
$302 Million 0.06% of portfolio
2,603
Q3 2024 Reduced 18.38%
$29.2B
$305 Million 0.06% of portfolio
10,442
Q4 2024 Added 1.98%
$3.8B
$312 Million 0.06% of portfolio
3,555
Q4 2024 Added 0.17%
$0
$273 Million 0.06% of portfolio
5,444
Q4 2024 Reduced 88.92%
$69.4B
$279 Million 0.06% of portfolio
5,161
Q4 2024 Reduced 11.09%
$5.49B
$288 Million 0.06% of portfolio
2,777
Q4 2024 Reduced 10.22%
$0
$305 Million 0.06% of portfolio
4,439
Q4 2024 New
$228B
$287 Million 0.06% of portfolio
1,720
Q4 2024 Reduced 1.83%
$70.9B
$313 Million 0.06% of portfolio
6,552
Q4 2024 Reduced 4.42%
$0
$302 Million 0.06% of portfolio
9,500
Q4 2024 New
$7.87B
$258 Million 0.05% of portfolio
2,067
Q4 2024 New
$14.4B
$258 Million 0.05% of portfolio
2,702
Q4 2024 Reduced 24.99%
$15B
$259 Million 0.05% of portfolio
27,489
Q4 2024 Reduced 13.15%
$0
$258 Million 0.05% of portfolio
4,381
Q4 2024 Added 12.39%
$3.91B
$258 Million 0.05% of portfolio
5,566
Q4 2024 New
$252B
$265 Million 0.05% of portfolio
1,362
Q4 2024 Reduced 0.8%
$1.12T
$237 Million 0.05% of portfolio
586
Q4 2024 New
$7.08B
$236 Million 0.05% of portfolio
7,431
Q4 2024 Reduced 5.98%
$87.1B
$255 Million 0.05% of portfolio
7,016
Q4 2024 Reduced 50.55%
$152B
$264 Million 0.05% of portfolio
2,951
Q4 2024 Added 2.79%
$32.2B
$224 Million 0.05% of portfolio
3,694
Q4 2024 Reduced 4.67%
$22.2B
$262 Million 0.05% of portfolio
1,286
Q4 2024 Reduced 13.63%
$27.2B
$253 Million 0.05% of portfolio
6,296
Q4 2024 Added 1.47%
$3.85B
$268 Million 0.05% of portfolio
3,592
Q4 2024 Added 4.88%
$4.21B
$230 Million 0.05% of portfolio
10,228
Q4 2024 Added 0.27%
$97.9B
$271 Million 0.05% of portfolio
5,958
Q4 2024 Reduced 0.27%
$33.7B
$240 Million 0.05% of portfolio
4,488
Q4 2024 Reduced 11.88%
$6.87B
$269 Million 0.05% of portfolio
7,011
Q4 2024 Reduced 0.3%
$52.2B
$233 Million 0.05% of portfolio
778
Q4 2024 Added 0.91%
$3.33B
$262 Million 0.05% of portfolio
3,383
Q4 2024 Reduced 9.71%
$16.8B
$225 Million 0.05% of portfolio
2,618
Q4 2024 Added 22.68%
$25B
$245 Million 0.05% of portfolio
3,305
Q4 2024 Added 3.18%
$0
$231 Million 0.05% of portfolio
1,209
Q4 2024 Reduced 12.96%
$0
$224 Million 0.05% of portfolio
4,409
Q4 2024 Reduced 38.78%
$110B
$231 Million 0.05% of portfolio
836
Q4 2024 New
$0
$236 Million 0.05% of portfolio
1,783
Q4 2024 Added 0.68%
$2.92B
$256 Million 0.05% of portfolio
5,810
Q4 2024 Reduced 14.66%

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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