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
$127B
$279 Million 0.06% of portfolio
913
Q1 2025 Reduced 5.78%
$77.1B
$315 Million 0.06% of portfolio
4,644
Q1 2025 New
$0
$280 Million 0.06% of portfolio
46,938
Q1 2025 New
$122B
$323 Million 0.06% of portfolio
3,073
Q1 2025 Reduced 11.47%
$4.46B
$322 Million 0.06% of portfolio
4,260
Q4 2024 Reduced 7.73%
$91.8B
$301 Million 0.06% of portfolio
22,114
Q1 2025 Added 3.46%
$4.25B
$326 Million 0.06% of portfolio
3,918
Q1 2025 Added 3.57%
$5.25B
$291 Million 0.06% of portfolio
5,323
Q1 2025 Added 4.05%
$23.5B
$324 Million 0.06% of portfolio
22,627
Q1 2025 Added 5.28%
$51.6B
$309 Million 0.06% of portfolio
5,772
Q1 2025 Reduced 15.63%
$66.7B
$320 Million 0.06% of portfolio
5,680
Q1 2025 Reduced 0.8%
$74.2B
$321 Million 0.06% of portfolio
17,599
Q1 2025 Reduced 29.86%
$4.11B
$292 Million 0.06% of portfolio
3,755
Q1 2025 Added 4.54%
$9.01B
$288 Million 0.06% of portfolio
1,913
Q1 2025 Added 3.18%
$60.3B
$306 Million 0.06% of portfolio
7,444
Q1 2025 Added 1.58%
$2.26B
$316 Million 0.06% of portfolio
3,538
Q1 2025 Added 4.58%
$10.5B
$317 Million 0.06% of portfolio
1,554
Q1 2025 Added 39.0%
$16.5B
$320 Million 0.06% of portfolio
5,173
Q1 2025 Added 3.61%
$182B
$328 Million 0.06% of portfolio
24,049
Q1 2025 Added 0.94%
$25.4B
$317 Million 0.06% of portfolio
1,441
Q1 2025 Added 12.05%
$10.6B
$312 Million 0.06% of portfolio
6,058
Q1 2025 Added 4.52%
$86.8B
$308 Million 0.06% of portfolio
2,813
Q1 2025 Reduced 10.13%
$11.1B
$298 Million 0.06% of portfolio
4,429
Q1 2025 Added 3.6%
$5.61B
$322 Million 0.06% of portfolio
7,174
Q1 2025 Added 2.32%
$4.12B
$309 Million 0.06% of portfolio
4,007
Q1 2025 Reduced 0.02%
$1.52B
$281 Million 0.06% of portfolio
6,842
Q1 2025 Added 4.57%
$79.2B
$308 Million 0.06% of portfolio
1,752
Q4 2024 Added 9.77%
$71.6B
$301 Million 0.06% of portfolio
5,041
Q1 2025 Reduced 2.33%
$9.28B
$291 Million 0.06% of portfolio
3,304
Q1 2025 Added 4.52%
$103B
$306 Million 0.06% of portfolio
6,071
Q1 2025 Added 1.9%
$33.3B
$298 Million 0.06% of portfolio
3,272
Q1 2025 Reduced 35.99%
$61.6B
$290 Million 0.06% of portfolio
10,153
Q1 2025 Added 13.24%
$335B
$295 Million 0.06% of portfolio
1,098
Q1 2025 Reduced 3.17%
$1.23B
$228 Million 0.05% of portfolio
27,849
Q1 2025 New
$262B
$242 Million 0.05% of portfolio
1,373
Q1 2025 Added 0.81%
$8.16B
$274 Million 0.05% of portfolio
2,643
Q1 2025 Added 4.18%
$118B
$272 Million 0.05% of portfolio
6,566
Q1 2025 Reduced 6.41%
$8.07B
$258 Million 0.05% of portfolio
2,290
Q1 2025 Added 10.79%
$14.4B
$228 Million 0.05% of portfolio
2,828
Q1 2025 Added 4.66%
$14.5B
$265 Million 0.05% of portfolio
27,297
Q1 2025 Reduced 0.7%
$76.9B
$241 Million 0.05% of portfolio
15,718
Q1 2025 Added 0.33%
$6.46B
$247 Million 0.05% of portfolio
1,013
Q1 2025 Added 1.2%
$1.67B
$233 Million 0.05% of portfolio
27,123
Q1 2025 Added 1.26%
$19.8B
$253 Million 0.05% of portfolio
3,589
Q1 2025 Added 8.59%
$71.5B
$245 Million 0.05% of portfolio
64,072
Q1 2025 Reduced 1.67%
$68.4B
$274 Million 0.05% of portfolio
6,481
Q1 2025 Reduced 1.08%
$15.7B
$277 Million 0.05% of portfolio
3,346
Q1 2025 Added 27.81%
$4.74B
$268 Million 0.05% of portfolio
5,669
Q1 2025 Added 4.11%
$1.51B
$235 Million 0.05% of portfolio
3,897
Q1 2025 Added 3.59%

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