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
$104B
$484 Million 0.1% of portfolio
7,928
Q1 2025 Added 1.01%
-
$485 Million 0.1% of portfolio
-
Q1 2025 Added 56.72%
$228B
$497 Million 0.1% of portfolio
6,768
Q1 2025 Reduced 1.44%
$2.27B
$448 Million 0.09% of portfolio
61,075
Q1 2025 Added 1.83%
$77.4B
$478 Million 0.09% of portfolio
1,975
Q1 2025 Added 4.11%
$74.4B
$473 Million 0.09% of portfolio
10,055
Q1 2025 Reduced 56.03%
$52.9B
$435 Million 0.09% of portfolio
6,637
Q1 2025 Reduced 2.77%
$268B
$450 Million 0.09% of portfolio
1,677
Q1 2025 Added 5.87%
$43.1B
$431 Million 0.09% of portfolio
3,030
Q1 2025 Added 5.94%
$56B
$433 Million 0.09% of portfolio
3,963
Q1 2025 Reduced 0.38%
$21.4B
$395 Million 0.08% of portfolio
5,930
Q1 2025 Reduced 3.75%
$110B
$427 Million 0.08% of portfolio
955
Q1 2025 Added 7.3%
$8B
$397 Million 0.08% of portfolio
2,615
Q1 2025 Reduced 0.15%
$24.8B
$421 Million 0.08% of portfolio
2,024
Q1 2025 Added 3.69%
$7.53B
$396 Million 0.08% of portfolio
7,277
Q1 2025 Added 1.42%
$9.38B
$382 Million 0.08% of portfolio
5,847
Q1 2025 Added 3.1%
$43.4B
$390 Million 0.08% of portfolio
689
Q2 2024 Reduced 7.64%
$150B
$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%
$92.2B
$386 Million 0.08% of portfolio
3,166
Q1 2025 Added 2.06%
$28.7B
$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%
$222B
$355 Million 0.07% of portfolio
3,593
Q1 2025 Added 0.36%
$184B
$373 Million 0.07% of portfolio
3,306
Q1 2025 Reduced 0.12%
$50.3B
$354 Million 0.07% of portfolio
2,785
Q1 2025 Added 4.46%
$88.7B
$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%
$28.2B
$351 Million 0.07% of portfolio
1,633
Q1 2025 Reduced 8.1%
$7.63B
$334 Million 0.07% of portfolio
1,169
Q1 2025 Added 3.82%
$4.7B
$356 Million 0.07% of portfolio
11,550
Q1 2025 Added 3.24%
$45.6B
$368 Million 0.07% of portfolio
24,779
Q1 2025 Reduced 0.18%
$112B
$366 Million 0.07% of portfolio
1,211
Q1 2025 Added 44.86%
$5.61B
$343 Million 0.07% of portfolio
3,440
Q1 2025 Added 3.74%
$185B
$355 Million 0.07% of portfolio
4,994
Q1 2025 Added 1.65%
$76.9B
$370 Million 0.07% of portfolio
3,877
Q1 2025 Reduced 0.89%
$299B
$359 Million 0.07% of portfolio
5,014
Q1 2025 Reduced 9.54%
$68.8B
$369 Million 0.07% of portfolio
2,525
Q1 2025 Reduced 5.71%
$12.7B
$355 Million 0.07% of portfolio
10,119
Q1 2025 Reduced 1.41%
$33.5B
$370 Million 0.07% of portfolio
638
Q1 2025 Added 3.24%
$86.3B
$353 Million 0.07% of portfolio
1,295
Q1 2025 Added 3.77%
$17B
$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%
$8.77B
$340 Million 0.07% of portfolio
22,991
Q1 2025 Added 1.62%
$26.4B
$364 Million 0.07% of portfolio
23,607
Q1 2025 Added 0.85%
$5.73B
$336 Million 0.07% of portfolio
2,790
Q1 2025 Added 0.47%
$293B
$366 Million 0.07% of portfolio
1,826
Q1 2025 Added 6.16%

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
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