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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$1.04 Billion 0.21% of portfolio
4,418
Q1 2025 Reduced 5.29%
$234B
$1.02 Billion 0.2% of portfolio
4,116
Q1 2025 Reduced 4.03%
$62.1B
$995 Million 0.2% of portfolio
15,169
Q1 2025 Added 0.78%
$253B
$968 Million 0.19% of portfolio
8,687
Q1 2025 Reduced 11.08%
$85.4B
$982 Million 0.19% of portfolio
6,739
Q1 2025 Added 1.26%
$173B
$982 Million 0.19% of portfolio
15,186
Q1 2025 Added 2.41%
$220B
$959 Million 0.19% of portfolio
1,562
Q1 2025 Reduced 3.52%
$126B
$944 Million 0.19% of portfolio
17,023
Q1 2025 Added 3.01%
$228B
$914 Million 0.18% of portfolio
6,901
Q1 2025 Added 19.44%
$69.2B
$929 Million 0.18% of portfolio
27,208
Q1 2025 Reduced 1.14%
$73.8B
$916 Million 0.18% of portfolio
2,295
Q1 2025 Reduced 9.14%
$162B
$888 Million 0.18% of portfolio
6,117
Q1 2025 Added 5.34%
$88.6B
$835 Million 0.17% of portfolio
3,504
Q1 2025 Added 4.82%
$227B
$835 Million 0.17% of portfolio
2,531
Q1 2025 Added 3.31%
$92B
$835 Million 0.17% of portfolio
18,843
Q1 2025 Reduced 1.34%
$178B
$866 Million 0.17% of portfolio
5,635
Q1 2025 Reduced 7.0%
$3.64B
$734 Million 0.15% of portfolio
27,955
Q1 2025 Added 2.71%
$142B
$719 Million 0.14% of portfolio
28,363
Q1 2025 Added 11.19%
$655B
$640 Million 0.13% of portfolio
4,580
Q1 2025 Reduced 3.66%
$46.4B
$663 Million 0.13% of portfolio
5,067
Q1 2025 Added 1.87%
$45.8B
$651 Million 0.13% of portfolio
7,482
Q1 2025 Reduced 2.43%
$382B
$601 Million 0.12% of portfolio
1,641
Q1 2025 Added 3.14%
$5.36B
$591 Million 0.12% of portfolio
3,805
Q1 2025 Added 3.14%
$145B
$592 Million 0.12% of portfolio
6,203
Q1 2025 Added 0.16%
$165B
$602 Million 0.12% of portfolio
1,932
Q1 2025 Added 2.33%
$253B
$597 Million 0.12% of portfolio
8,152
Q1 2025 Added 0.62%
$120B
$620 Million 0.12% of portfolio
318
Q1 2025 Reduced 8.62%
$81.7B
$605 Million 0.12% of portfolio
5,150
Q1 2025 Reduced 1.19%
$13B
$556 Million 0.11% of portfolio
2,824
Q1 2025 Added 0.71%
$376B
$552 Million 0.11% of portfolio
3,242
Q1 2025 Added 6.68%
$15.4B
$541 Million 0.11% of portfolio
2,966
Q1 2025 Added 3.6%
$116B
$576 Million 0.11% of portfolio
2,857
Q1 2025 Reduced 11.85%
$155B
$569 Million 0.11% of portfolio
9,548
Q1 2025 Added 0.76%
$8.9B
$531 Million 0.11% of portfolio
3,693
Q1 2025 Added 3.68%
$9.8B
$563 Million 0.11% of portfolio
3,485
Q1 2025 Reduced 7.46%
$213B
$562 Million 0.11% of portfolio
6,257
Q1 2025 Reduced 75.73%
$62B
$539 Million 0.11% of portfolio
6,709
Q1 2025 Reduced 1.0%
$18.6B
$560 Million 0.11% of portfolio
7,163
Q1 2025 Added 2.3%
-
$534 Million 0.11% of portfolio
-
Q1 2025 Added 3.42%
$17.6B
$497 Million 0.1% of portfolio
1,475
Q1 2025 Added 3.95%
$35.9B
$528 Million 0.1% of portfolio
3,804
Q1 2025 Added 3.09%
$48.1B
$482 Million 0.1% of portfolio
10,201
Q1 2025 Reduced 0.29%
$25.8B
$512 Million 0.1% of portfolio
1,028
Q1 2025 Added 3.84%
$61.4B
$525 Million 0.1% of portfolio
1,985
Q1 2025 Reduced 23.54%
$123B
$485 Million 0.1% of portfolio
5,396
Q1 2025 Added 1.35%
$58.8B
$481 Million 0.1% of portfolio
15,449
Q1 2025 Reduced 0.7%
$31.4B
$501 Million 0.1% of portfolio
3,416
Q1 2025 New
$17.9B
$522 Million 0.1% of portfolio
6,105
Q1 2025 Added 9.41%
$525B
$493 Million 0.1% of portfolio
529
Q1 2025 Added 35.99%

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