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
Ftai Aviation LTD
-
$617 Million 0.12% of portfolio
-
Q1 2025 Reduced 57.88%
$242B
$597 Million 0.12% of portfolio
8,152
Q1 2025 Added 0.62%
$130B
$620 Million 0.12% of portfolio
318
Q1 2025 Reduced 8.62%
$71.1B
$605 Million 0.12% of portfolio
5,150
Q1 2025 Reduced 1.19%
$13.5B
$556 Million 0.11% of portfolio
2,824
Q1 2025 Added 0.71%
$386B
$552 Million 0.11% of portfolio
3,242
Q1 2025 Added 6.68%
$14B
$541 Million 0.11% of portfolio
2,966
Q1 2025 Added 3.6%
$112B
$576 Million 0.11% of portfolio
2,857
Q1 2025 Reduced 11.85%
$160B
$569 Million 0.11% of portfolio
9,548
Q1 2025 Added 0.76%
$0
$563 Million 0.11% of portfolio
1,560
Q4 2024 Reduced 1.08%
$7.45B
$531 Million 0.11% of portfolio
3,693
Q1 2025 Added 3.68%
$8.69B
$563 Million 0.11% of portfolio
3,485
Q1 2025 Reduced 7.46%
$197B
$562 Million 0.11% of portfolio
6,257
Q1 2025 Reduced 75.73%
$0
$548 Million 0.11% of portfolio
9,114
Q1 2025 Reduced 7.05%
$62.7B
$539 Million 0.11% of portfolio
6,709
Q1 2025 Reduced 1.0%
$18.4B
$560 Million 0.11% of portfolio
7,163
Q1 2025 Added 2.3%
$17B
$497 Million 0.1% of portfolio
1,475
Q1 2025 Added 3.95%
$30.8B
$528 Million 0.1% of portfolio
3,804
Q1 2025 Added 3.09%
$52B
$482 Million 0.1% of portfolio
10,201
Q1 2025 Reduced 0.29%
$23.4B
$512 Million 0.1% of portfolio
1,028
Q1 2025 Added 3.84%
$0
$503 Million 0.1% of portfolio
1,832
Q1 2025 Reduced 1.13%
$63.5B
$525 Million 0.1% of portfolio
1,985
Q1 2025 Reduced 23.54%
$116B
$485 Million 0.1% of portfolio
5,396
Q1 2025 Added 1.35%
$60.5B
$481 Million 0.1% of portfolio
15,449
Q1 2025 Reduced 0.7%
$29.2B
$501 Million 0.1% of portfolio
3,416
Q1 2025 New
$0
$509 Million 0.1% of portfolio
6,152
Q1 2025 Reduced 0.97%
$0
$484 Million 0.1% of portfolio
9,395
Q4 2024 Added 0.75%
$0
$484 Million 0.1% of portfolio
2,831
Q1 2025 Added 5.32%
$16.6B
$522 Million 0.1% of portfolio
6,105
Q1 2025 Added 9.41%
$557B
$493 Million 0.1% of portfolio
529
Q1 2025 Added 35.99%
$102B
$484 Million 0.1% of portfolio
7,928
Q1 2025 Added 1.01%
-
$485 Million 0.1% of portfolio
-
Q1 2025 Added 56.72%
$224B
$497 Million 0.1% of portfolio
6,768
Q1 2025 Reduced 1.44%
$1.26B
$448 Million 0.09% of portfolio
61,075
Q1 2025 Added 1.83%
$80B
$478 Million 0.09% of portfolio
1,975
Q1 2025 Added 4.11%
$0
$444 Million 0.09% of portfolio
2,564
Q4 2024 Added 23.63%
$0
$446 Million 0.09% of portfolio
11,633
Q1 2025 Reduced 8.5%
$67.1B
$473 Million 0.09% of portfolio
10,055
Q1 2025 Reduced 56.03%
$52B
$435 Million 0.09% of portfolio
6,637
Q1 2025 Reduced 2.77%
$267B
$450 Million 0.09% of portfolio
1,677
Q1 2025 Added 5.87%
$45.7B
$431 Million 0.09% of portfolio
3,030
Q1 2025 Added 5.94%
$0
$432 Million 0.09% of portfolio
4,657
Q1 2025 Reduced 9.1%
$0
$459 Million 0.09% of portfolio
978
Q1 2025 Reduced 1.61%
$52.3B
$433 Million 0.09% of portfolio
3,963
Q1 2025 Reduced 0.38%
Kenvue Inc
-
$462 Million 0.09% of portfolio
-
Q1 2025 Added 4.43%
$0
$380 Million 0.08% of portfolio
2,971
Q1 2025 Reduced 0.03%
$21.9B
$395 Million 0.08% of portfolio
5,930
Q1 2025 Reduced 3.75%
$125B
$427 Million 0.08% of portfolio
955
Q1 2025 Added 7.3%
$7.93B
$397 Million 0.08% of portfolio
2,615
Q1 2025 Reduced 0.15%

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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