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
$49.9B
$2.65 Billion 0.52% of portfolio
68,420
Q1 2025 Reduced 8.35%
$0
$2.51 Billion 0.5% of portfolio
195,310
Q1 2025 Reduced 9.07%
$0
$2.55 Billion 0.5% of portfolio
55,498
Q1 2025 Added 5.24%
Linde PLC
-
$2.47 Billion 0.49% of portfolio
-
Q1 2025 Reduced 6.59%
$993B
$2.42 Billion 0.48% of portfolio
15,643
Q1 2025 Added 32.92%
$1.25B
$2.43 Billion 0.48% of portfolio
275,594
Q1 2025 Added 7.89%
$440B
$2.4 Billion 0.47% of portfolio
3
Q4 2024 Reduced 25.0%
$75.1B
$2.37 Billion 0.47% of portfolio
4,621
Q1 2025 Reduced 2.47%
$57.4B
$2.37 Billion 0.47% of portfolio
15,330
Q1 2025 Reduced 0.85%
$28.5B
$2.37 Billion 0.47% of portfolio
23,203
Q1 2025 Added 24.48%
$25.5B
$2.35 Billion 0.47% of portfolio
169,173
Q1 2025 Added 17.58%
$318B
$2.31 Billion 0.46% of portfolio
17,469
Q1 2025 Reduced 22.01%
$5.95B
$2.26 Billion 0.45% of portfolio
14,395
Q1 2025 Added 726.35%
$558B
$2.3 Billion 0.45% of portfolio
4,189
Q1 2025 Reduced 0.95%
$69.4B
$2.21 Billion 0.44% of portfolio
5,050
Q1 2025 Reduced 4.3%
Global X Fds
-
$2.23 Billion 0.44% of portfolio
-
Q1 2025 Reduced 11.38%
$57.2B
$2.14 Billion 0.42% of portfolio
9,022
Q1 2025 Reduced 1.85%
$20.7B
$2.01 Billion 0.4% of portfolio
79,162
Q1 2025 Added 9.13%
$221B
$2.02 Billion 0.4% of portfolio
7,503
Q1 2025 Reduced 0.24%
$23.7B
$2 Billion 0.4% of portfolio
25,784
Q1 2025 Reduced 5.21%
$235B
$1.95 Billion 0.39% of portfolio
14,679
Q1 2025 Reduced 4.19%
$59.9B
$1.98 Billion 0.39% of portfolio
18,932
Q1 2025 Added 10.08%
$106B
$1.95 Billion 0.39% of portfolio
32,461
Q1 2025 Reduced 1.3%
$102B
$1.91 Billion 0.38% of portfolio
2,845
Q1 2025 Added 7.32%
$49B
$1.91 Billion 0.38% of portfolio
25,612
Q1 2025 Reduced 0.94%
$83.8B
$1.86 Billion 0.37% of portfolio
28,508
Q1 2025 Added 11.21%
$33.1B
$1.86 Billion 0.37% of portfolio
17,043
Q1 2025 Reduced 1.64%
$140B
$1.81 Billion 0.36% of portfolio
25,470
Q1 2025 Reduced 2.44%
$114B
$1.74 Billion 0.34% of portfolio
7,146
Q1 2025 Reduced 3.51%
$32.1B
$1.7 Billion 0.34% of portfolio
17,501
Q1 2025 Added 7.15%
$199B
$1.72 Billion 0.34% of portfolio
5,497
Q1 2025 Reduced 3.48%
$680M
$1.73 Billion 0.34% of portfolio
29,030
Q1 2025 Added 6.45%
$148B
$1.65 Billion 0.33% of portfolio
13,567
Q1 2025 Reduced 3.97%
$25.5B
$1.61 Billion 0.32% of portfolio
58,113
Q1 2025 Added 27.08%
$46.6B
$1.6 Billion 0.32% of portfolio
28,511
Q1 2025 Added 3.69%
$0
$1.57 Billion 0.31% of portfolio
40,928
Q1 2025 Reduced 14.34%
$130B
$1.57 Billion 0.31% of portfolio
5,767
Q1 2025 Reduced 6.21%
$71.6B
$1.56 Billion 0.31% of portfolio
18,543
Q1 2025 Added 1.73%
Te Connectivity PLC
-
$1.51 Billion 0.3% of portfolio
-
Q1 2025 Reduced 3.72%
$18.3B
$1.48 Billion 0.29% of portfolio
7,495
Q1 2025 Reduced 22.15%
$23.9B
$1.47 Billion 0.29% of portfolio
9,939
Q1 2025 Reduced 1.54%
$99.5B
$1.49 Billion 0.29% of portfolio
13,287
Q1 2025 Reduced 2.35%
$0
$1.44 Billion 0.28% of portfolio
117,533
Q1 2025 Added 7.35%
$43B
$1.34 Billion 0.27% of portfolio
29,362
Q1 2025 New
$99.8B
$1.35 Billion 0.27% of portfolio
4,016
Q1 2025 Reduced 0.15%
$1.16B
$1.39 Billion 0.27% of portfolio
6,632
Q1 2025 New
$152B
$1.29 Billion 0.26% of portfolio
6,112
Q1 2025 Reduced 2.24%
$198B
$1.31 Billion 0.26% of portfolio
46,335
Q1 2025 Added 7.69%
$221B
$1.32 Billion 0.26% of portfolio
11,344
Q1 2025 Reduced 34.71%

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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