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
-
$587 Million 0.12% of portfolio
-
Q4 2024 Reduced 10.59%
$5.45B
$572 Million 0.12% of portfolio
3,689
Q4 2024 Reduced 11.02%
$105B
$592 Million 0.12% of portfolio
348
Q4 2024 Reduced 19.07%
$30.3B
$573 Million 0.12% of portfolio
3,690
Q4 2024 Reduced 9.14%
$359B
$619 Million 0.12% of portfolio
1,591
Q4 2024 Added 3.99%
$25.3B
$589 Million 0.12% of portfolio
5,112
Q4 2024 Added 47.75%
$38.8B
$589 Million 0.12% of portfolio
7,668
Q4 2024 Reduced 5.62%
$12.9B
$599 Million 0.12% of portfolio
2,804
Q4 2024 Reduced 11.27%
$65.7B
$555 Million 0.11% of portfolio
6,777
Q4 2024 Added 15.35%
$0
$520 Million 0.11% of portfolio
5,123
Q4 2024 Reduced 18.88%
$281B
$530 Million 0.11% of portfolio
1,584
Q4 2024 Reduced 3.94%
$7.12B
$559 Million 0.11% of portfolio
3,562
Q4 2024 Reduced 10.41%
$76.8B
$550 Million 0.11% of portfolio
25,092
Q4 2024 Added 52.01%
$0
$537 Million 0.11% of portfolio
1,853
Q3 2023 Added 0.38%
$0
$529 Million 0.11% of portfolio
9,805
Q4 2024 Added 2.77%
$149B
$537 Million 0.11% of portfolio
9,476
Q4 2024 Reduced 10.61%
$0
$508 Million 0.1% of portfolio
994
Q4 2024 Added 36.35%
$25.4B
$518 Million 0.1% of portfolio
4,930
Q4 2024 Reduced 25.85%
$169B
$492 Million 0.1% of portfolio
1,888
Q4 2024 Reduced 10.22%
$0
$509 Million 0.1% of portfolio
6,212
Q4 2024 Reduced 1.97%
$57.5B
$478 Million 0.1% of portfolio
15,558
Q4 2024 Reduced 3.63%
$49B
$476 Million 0.1% of portfolio
10,231
Q4 2024 Reduced 8.78%
$395B
$509 Million 0.1% of portfolio
3,039
Q4 2024 Reduced 0.23%
$17.4B
$482 Million 0.1% of portfolio
1,419
Q4 2024 Reduced 10.42%
$253B
$508 Million 0.1% of portfolio
8,102
Q4 2024 Reduced 9.1%
$0
$479 Million 0.1% of portfolio
2,688
Q4 2024 Reduced 9.34%
$0
$495 Million 0.1% of portfolio
9,395
Q4 2024 Added 0.75%
$0
$488 Million 0.1% of portfolio
11,417
Q4 2024 Added 51.22%
$20.7B
$500 Million 0.1% of portfolio
23,408
Q4 2024 Added 39.48%
$14.4B
$436 Million 0.09% of portfolio
10,264
Q4 2024 Reduced 34.74%
$0
$444 Million 0.09% of portfolio
12,714
Q4 2024 Reduced 56.56%
$120B
$425 Million 0.09% of portfolio
5,324
Q4 2024 Reduced 4.05%
$23.5B
$459 Million 0.09% of portfolio
990
Q4 2024 Reduced 14.66%
$17.1B
$423 Million 0.09% of portfolio
5,580
Q4 2024 Added 179.28%
$0
$443 Million 0.09% of portfolio
4,837
Q4 2024 Reduced 15.44%
$0
$449 Million 0.09% of portfolio
2,564
Q4 2024 Added 23.63%
$8.64B
$447 Million 0.09% of portfolio
7,175
Q4 2024 Reduced 1.23%
$0
$453 Million 0.09% of portfolio
10,026
Q4 2024 Reduced 37.11%
$232B
$450 Million 0.09% of portfolio
6,867
Q4 2024 Reduced 1.84%
$130B
$444 Million 0.09% of portfolio
7,849
Q4 2024 Reduced 0.25%
$45.4B
$431 Million 0.09% of portfolio
1,236
Q4 2024 Reduced 2.68%
$0
$436 Million 0.09% of portfolio
8,517
Q4 2024 Reduced 14.18%
$115B
$432 Million 0.09% of portfolio
890
Q4 2024 Reduced 0.67%
$46.7B
$406 Million 0.08% of portfolio
6,826
Q4 2024 Reduced 26.09%
$50.7B
$414 Million 0.08% of portfolio
2,678
Q4 2024 Added 44.44%
$73.7B
$382 Million 0.08% of portfolio
1,897
Q4 2024 Reduced 11.69%
$158B
$399 Million 0.08% of portfolio
3,310
Q4 2024 Reduced 7.1%
$5.26B
$412 Million 0.08% of portfolio
4,260
Q4 2024 Reduced 7.73%
$29.3B
$391 Million 0.08% of portfolio
1,777
Q4 2024 Reduced 34.04%

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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